Calton & Associates, Inc. Barclays Bank PLC Transaction History

Calton & Associates, Inc.

$542 Million
Q2 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 17, 2018	SELL	$18.07 - $22.74 $3,433 - $4,320	-190 Closed	0 $0
Q4 2017 Feb 05, 2018	BUY	$19.07 - $21.69 $3,623 - $4,121	190	190 $4,000

Others Institutions Holding ATMP

# of Institutions

34

Shares Held

16.4M

Call Options Held

0

Put Options Held

0

Cibc Private Wealth Group, LLC

15.6M
Shares

$431 Million
0.93% of portfolio
Exencial Wealth Advisors, LLC Oklahoma City, OK

227K
Shares

$6.29 Million
0.22% of portfolio
Brinker Capital Investments, LLC

71.9K
Shares

$1.99 Million
0.02% of portfolio
Orion Portfolio Solutions, LLC

71.1K
Shares

$1.97 Million
0.02% of portfolio
Battery Global Advisors, LLC Boston, MA

39.8K
Shares

$1.1 Million
0.59% of portfolio

About BARCLAYS BANK PLC

Ticker ATMP
Exchange CBOE
Sector ETFs
Industry ETFs

More about ATMP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Calton & Associates, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Calton & Associates, Inc. with notifications on news.