Institutional Ownership Barclays Bank PLC (CAPE)
This table provides information about the institutional ownership of Barclays Bank PLC (CAPE). We have compiled data on the 41 institutions that hold shares in the stock, with a total of 6.69 Million shares, which have been reported (via 13F filing form) to have a value of $207 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Armor Investment Advisors, LLC
|
May 02, 2025 Q1 2025 |
15,709
shares
|
$487,450
0.2% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Arete Wealth Advisors, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
7,913
shares
|
$245,540
0.02% of portfolio
|
Q1 2025
Reduced 19.39%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
7,649
shares
|
$237,348
0.02% of portfolio
|
Q1 2025
Reduced 6.79%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
6,806
shares
|
$211,190
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
May 16, 2025 Q1 2025 |
4,271
shares
|
$132,529
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
3,150
shares
|
$97,744
0.0% of portfolio
|
Q1 2025
Added 731.13%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
2,846
shares
|
$88,311
0.0% of portfolio
|
Q1 2025
Reduced 14.94%
|
|
|
Td Capital Management LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
2,112
shares
|
$65,535
0.01% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
1,250
shares
|
$38,787
0.0% of portfolio
|
Q4 2024
Added 150.0%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
500
shares
|
$15,515
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
500
shares
|
$15,515
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
400
shares
|
$12,412
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
326
shares
|
$10,115
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
168
shares
|
$5,213
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
2
shares
|
$62
0.0% of portfolio
|
Q1 2025
Reduced 98.62%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|