Purchases and Sales Made in Q1 2025 in Barclays Bank PLC (CAPE)
This table provides information about the institutional ownership of Barclays Bank PLC (CAPE) during Q1 2025. The information is specifically focused on institutions that hold shares of BARCLAYS BANK PLC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
112KNew |
$3.31M - $3.56M
|
112K
$3.49M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
54.4K+ 139.52% |
$1.6M - $1.72M
|
93.4K
$2.9M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
36.6K+ 125.34% |
$1.08M - $1.16M
|
65.8K
$2.04M
|
|
|
May 07, 2025
Q1 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
13K+ 0.66% |
$382K - $410K
|
1.98M
$61.5M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.81KNew |
$200K - $215K
|
6.81K
$211K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.41K+ 2.3% |
$189K - $203K
|
286K
$8.87M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.25K+ 5.5% |
$154K - $166K
|
101K
$3.13M
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
5.22K+ 4.8% |
$153K - $165K
|
114K
$3.53M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
4.27KNew |
$126K - $135K
|
4.27K
$133K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.77K+ 731.13% |
$81.5K - $87.6K
|
3.15K
$97.7K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.49K+ 2.07% |
$73.1K - $78.6K
|
123K
$3.81M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1.74K+ 0.2% |
$51.2K - $55.1K
|
868K
$26.9M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.42K+ 1.41% |
$41.6K - $44.7K
|
102K
$3.17M
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
559+ 3.69% |
$16.4K - $17.7K
|
15.7K
$487K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
500New |
$14.7K - $15.8K
|
500
$15.5K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-37- 0.15% |
$1.09K - $1.17K
|
24.2K
$750K
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-47- 0.16% |
$1.38K - $1.49K
|
28.8K
$894K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-143- 98.62% |
$4.21K - $4.52K
|
2
$62.1
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-284- 1.24% |
$8.35K - $8.98K
|
22.5K
$699K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-500- 14.94% |
$14.7K - $15.8K
|
2.85K
$88.3K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-557- 6.79% |
$16.4K - $17.6K
|
7.65K
$237K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.5K- 5.37% |
$44.1K - $47.4K
|
26.4K
$820K
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.9K- 19.39% |
$56K - $60.2K
|
7.91K
$246K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.06K- 2.54% |
$60.6K - $65.1K
|
79.1K
$2.46M
|
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-7.41K- 8.07% |
$218K - $234K
|
84.4K
$2.62M
|
|
|
Apr 24, 2025
Q1 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-10.4K- 3.86% |
$304K - $327K
|
258K
$8M
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-24.1K- 4.16% |
$708K - $762K
|
555K
$17.2M
|
|
|
Apr 21, 2025
Q1 2025
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-40.9K- 19.67% |
$1.2M - $1.29M
|
167K
$5.19M
|
|
|
May 15, 2025
Q1 2025
|
Straightline Group LLC
Troy, MI |
SELL
|
- |
-48.9K- 4.84% |
$1.44M - $1.54M
|
961K
$29.8M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-109K- 50.64% |
$3.21M - $3.45M
|
106K
$3.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-115K- 50.36% |
$3.38M - $3.64M
|
113K
$3.52M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.96M- 86.34% |
$57.6M - $61.9M
|
310K
$9.62M
|