Purchases and Sales Made in Q2 2023 in Barclays Bank PLC (DJP)
This table provides information about the institutional ownership of Barclays Bank PLC (DJP) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
18.7MNew |
$546M - $610M
|
18.7M
$603M
|
|
|
Aug 14, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
193K+ 38.19% |
$5.64M - $6.31M
|
698K
$22.5M
|
|
|
Aug 22, 2023
Q2 2023
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
92.2KNew |
$2.7M - $3.02M
|
92.2K
$2.98M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
91.2K+ 7.65% |
$2.67M - $2.98M
|
1.28M
$41.5M
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
40.5K+ 7.57% |
$1.18M - $1.32M
|
575K
$18.6M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
17.5K+ 16.3% |
$512K - $572K
|
125K
$4.03M
|
|
|
Aug 07, 2023
Q2 2023
|
Ironwood Wealth Management, Llc.
|
BUY
|
- |
13K+ 6.43% |
$380K - $424K
|
215K
$6.93M
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
11.7K+ 7.94% |
$341K - $381K
|
159K
$5.12M
|
|
|
Aug 04, 2023
Q2 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
10.4K+ 11.77% |
$305K - $341K
|
99K
$3.2M
|
|
|
Jul 14, 2023
Q2 2023
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
9.55KNew |
$279K - $312K
|
9.55K
$308K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
9.12KNew |
$267K - $298K
|
9.12K
$295K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
7.54K+ 49.36% |
$221K - $246K
|
22.8K
$737K
|
|
|
Jul 06, 2023
Q2 2023
|
Boston Standard Wealth Management, LLC
|
BUY
|
- |
7.19KNew |
$210K - $235K
|
7.19K
$232K
|
|
|
Jul 21, 2023
Q2 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
6.63KNew |
$194K - $217K
|
6.63K
$214K
|
|
|
Jul 20, 2023
Q2 2023
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
5.23K+ 0.7% |
$153K - $171K
|
753K
$24.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
5.05K+ 15.03% |
$148K - $165K
|
38.6K
$1.25M
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
4.52K+ 15.75% |
$132K - $148K
|
33.2K
$1.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.38K+ 21.51% |
$128K - $143K
|
24.8K
$800K
|
|
|
Jul 10, 2023
Q2 2023
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
4.19K+ 16.82% |
$123K - $137K
|
29.1K
$939K
|
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.37K+ 51.77% |
$98.7K - $110K
|
9.89K
$319K
|
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.68K+ 4.81% |
$78.5K - $87.7K
|
58.5K
$1.89M
|
|
|
Dec 01, 2023
Q2 2023
|
Dimension Capital Management LLC
Coral Gables, FL |
BUY
|
- |
2.44K+ 0.48% |
$71.4K - $79.7K
|
510K
$16.5M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
2.23K+ 97.37% |
$65.1K - $72.7K
|
4.51K
$146K
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
BUY
|
- |
1.93K+ 4.57% |
$56.3K - $62.9K
|
44.1K
$1.42M
|
|
|
Jul 26, 2023
Q2 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.93K+ 5.17% |
$56.3K - $62.9K
|
39.2K
$1.27M
|
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.87K+ 2.55% |
$54.7K - $61.1K
|
75.3K
$2.43M
|
|
|
Jul 13, 2023
Q2 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
1.45K+ 9.06% |
$42.3K - $47.3K
|
17.4K
$563K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
700+ 10.46% |
$20.5K - $22.9K
|
7.39K
$239K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
640+ 1.74% |
$18.7K - $20.9K
|
37.3K
$1.21M
|
|
|
Aug 09, 2023
Q2 2023
|
Slow Capital, Inc.
|
BUY
|
- |
546+ 1.95% |
$16K - $17.8K
|
28.5K
$922K
|
|
|
Aug 03, 2023
Q2 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
421+ 1.42% |
$12.3K - $13.8K
|
30.2K
$974K
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
381+ 1.3% |
$11.1K - $12.5K
|
29.8K
$961K
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
381+ 1.3% |
$11.1K - $12.5K
|
29.8K
$961K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
285+ 2.19% |
$8.34K - $9.32K
|
13.3K
$430K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
264New |
$7.72K - $8.63K
|
264
$8.53K
|
|
|
Jul 27, 2023
Q2 2023
|
Rockland Trust CO
|
BUY
|
- |
205+ 3.09% |
$6K - $6.7K
|
6.85K
$221K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
195New |
$5.71K - $6.37K
|
195
$6.3K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
100New |
$2.93K - $3.27K
|
100
$3.23K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
64New |
$1.87K - $2.09K
|
64
$2.07K
|
|
|
Jul 06, 2023
Q2 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
26+ 0.05% |
$761 - $850
|
48.3K
$1.56M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
15+ 4.92% |
$439 - $490
|
320
$10.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9New |
$263 - $294
|
9
$291
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-3- 0.01% |
$87.8 - $98.1
|
29.2K
$942K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-6- 50.0% |
$176 - $196
|
6
$194
|
|
|
Jul 28, 2023
Q2 2023
|
Advisory Services & Investments, LLC
|
SELL
|
- |
-6- 0.06% |
$176 - $196
|
9.61K
$311K
|
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-16- 6.93% |
$468 - $523
|
215
$6.94K
|
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-19- 0.1% |
$556 - $621
|
19K
$615K
|
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-81- 0.2% |
$2.37K - $2.65K
|
41.1K
$1.33M
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-96- 0.88% |
$2.81K - $3.14K
|
10.8K
$349K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-133- 52.78% |
$3.89K - $4.35K
|
119
$3.84K
|