Purchases and Sales Made in Q2 2025 in Barclays Bank PLC (CAPE)
This table provides information about the institutional ownership of Barclays Bank PLC (CAPE) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
93.6KNew |
$2.55M - $2.98M
|
93.6K
$3.01M
|
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
67.2K+ 23.52% |
$1.83M - $2.14M
|
353K
$11.4M
|
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
24.2K+ 7.82% |
$661K - $771K
|
334K
$10.8M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
13.5K+ 1080.4% |
$368K - $430K
|
14.8K
$475K
|
|
|
Aug 28, 2025
Q2 2025
|
Straightline Group LLC
Troy, MI |
BUY
|
- |
9.54K+ 0.99% |
$260K - $303K
|
971K
$31.2M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
8.22KNew |
$224K - $261K
|
8.22K
$265K
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.37KNew |
$201K - $235K
|
7.37K
$237K
|
|
|
Aug 12, 2025
Q2 2025
|
Waddell & Associates, LLC
|
BUY
|
- |
6.42K+ 0.32% |
$175K - $204K
|
1.99M
$64M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
6.18K+ 5.42% |
$168K - $196K
|
120K
$3.87M
|
|
|
Aug 12, 2025
Q2 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
5.01K+ 0.58% |
$137K - $159K
|
873K
$28.1M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4K+ 2.39% |
$109K - $127K
|
171K
$5.51M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
3.18KNew |
$86.6K - $101K
|
3.18K
$102K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.58K+ 2.1% |
$70.3K - $82K
|
125K
$4.04M
|
|
|
Aug 13, 2025
Q2 2025
|
Comerica Bank
|
BUY
|
- |
2.33K+ 14.17% |
$63.4K - $74K
|
18.7K
$603K
|
|
|
Aug 14, 2025
Q2 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2K+ 7.56% |
$54.5K - $63.6K
|
28.4K
$916K
|
|
|
Aug 13, 2025
Q2 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.41KNew |
$38.4K - $44.8K
|
1.41K
$45.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
1.31K+ 8.36% |
$35.8K - $41.8K
|
17K
$548K
|
|
|
Aug 13, 2025
Q2 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.16K+ 5.14% |
$31.6K - $36.9K
|
23.7K
$763K
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
917+ 3.8% |
$25K - $29.2K
|
25.1K
$807K
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
849+ 26.95% |
$23.1K - $27K
|
4K
$129K
|
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
143+ 7150.0% |
$3.9K - $4.55K
|
145
$4.67K
|
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
21+ 0.07% |
$572 - $668
|
28.8K
$929K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
12+ 0.16% |
$327 - $382
|
7.66K
$247K
|
|
|
Aug 08, 2025
Q2 2025
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
6+ 0.28% |
$164 - $191
|
2.12K
$68.2K
|
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
4+ 0.0% |
$109 - $127
|
101K
$3.24M
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1+ 0.6% |
$27.3 - $31.8
|
169
$5.44K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-53- 16.26% |
$1.44K - $1.69K
|
273
$8.79K
|
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-204- 0.19% |
$5.56K - $6.49K
|
106K
$3.42M
|
|
|
Aug 06, 2025
Q2 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
SELL
|
- |
-1.09K- 25.59% |
$29.8K - $34.8K
|
3.18K
$102K
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-1.89K- 0.73% |
$51.5K - $60.1K
|
256K
$8.23M
|
|
|
Jul 22, 2025
Q2 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-3.63K- 0.65% |
$99.1K - $116K
|
552K
$17.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-12.8K- 11.38% |
$349K - $407K
|
99.6K
$3.21M
|
|
|
Jul 29, 2025
Q2 2025
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-16.4K- 14.48% |
$447K - $522K
|
96.9K
$3.12M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-47.3K- 71.81% |
$1.29M - $1.5M
|
18.6K
$597K
|
|
|
Aug 14, 2025
Q2 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-86.3K- 84.6% |
$2.35M - $2.75M
|
15.7K
$506K
|