Advisor Net Financial, Inc Barclays Bank PLC Transaction History

Advisor Net Financial, Inc

$1.27 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 04, 2021	SELL	$19.13 - $21.9 $1,109 - $1,270	-58 Closed	0 $0
Q3 2020 Nov 06, 2020	SELL	$17.67 - $20.4 $5,884 - $6,793	-333 Reduced 85.17%	58 $1,000
Q4 2019 Feb 12, 2020	BUY	$21.59 - $23.01 $1,252 - $1,334	58 Added 17.42%	391 $9,000
Q4 2018 Feb 08, 2019	SELL	$21.22 - $24.59 $2,355 - $2,729	-111 Reduced 25.0%	333 $7,000
Q3 2018 Nov 14, 2018	SELL	$22.73 - $23.98 $3,614 - $3,812	-159 Reduced 26.37%	444 $11,000
Q2 2018 Jul 27, 2018	BUY	$23.99 - $25.68 $3,814 - $4,083	159 Added 35.81%	603 $15,000
Q1 2018 May 08, 2018	SELL	$23.76 - $25.32 $137,903 - $146,957	-5,804 Reduced 92.89%	444 $11,000
Q4 2017 Feb 27, 2018	BUY	$23.0 - $24.46 $143,704 - $152,826	6,248	6,248 $153,000

Others Institutions Holding DJP

# of Institutions

134

Shares Held

9.11M

Call Options Held

21.9K

Put Options Held

1.9K

Blb&B Advisors, LLC

1.84M
Shares

$59.5 Million
3.06% of portfolio
Osborne Partners Capital Management, LLC

752K
Shares

$24.3 Million
1.39% of portfolio
Wealth Enhancement Advisory Services, LLC

599K
Shares

$19.4 Million
0.04% of portfolio
Dimension Capital Management LLC Coral Gables, FL

501K
Shares

$16.2 Million
3.06% of portfolio
Badgley Phelps Wealth Managers, LLC

455K
Shares

$14.7 Million
0.35% of portfolio

About BARCLAYS BANK PLC

Ticker DJP
Exchange NYSE
Sector ETFs
Industry ETFs

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