Ep Wealth Advisors, LLC Barclays Bank PLC Transaction History

Ep Wealth Advisors, LLC

  • $12 Billion
  • Q1 2025

A detailed history of Ep Wealth Advisors, LLC transactions in Barclays Bank PLC stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 9,759 shares of DJP stock, worth $315,215. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,759
Previous 10,170 4.04%
Holding current value
$315,215
Previous $328,000 3.96%
% of portfolio
0.0%
Previous 0.0%

Shares

33 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
N/A
-411 Reduced 4.04%
9,759 $315,000
Q4 2024

Feb 13, 2025
SELL
N/A
-1,835 Reduced 15.29%
10,170 $328,000
Q3 2024

Nov 14, 2024
SELL
$32.3 - $32.3 $30,038 - $30,038
-930 Reduced 7.19%
12,005 $387,000
Q2 2024

Aug 19, 2024
SELL
$31.37 - $34.15 $44,545 - $48,493
-1,420 Reduced 9.89%
12,935 $414,000
Q1 2024

May 14, 2024
SELL
$29.41 - $31.2 $52,496 - $55,692
-1,785 Reduced 11.06%
14,355 $446,000
Q4 2023

Feb 28, 2024
SELL
$29.54 - $32.81 $86,256 - $95,805
-2,920 Reduced 15.32%
16,140 $490,000
Q3 2023

Nov 22, 2023
SELL
$30.62 - $33.14 $813,634 - $880,596
-26,572 Reduced 58.23%
19,060 $612,000
Q2 2023

Aug 14, 2023
SELL
$29.26 - $32.69 $12.7 Million - $14.2 Million
-435,121 Reduced 90.51%
45,632 $1.39 Million
Q1 2023

Jun 05, 2023
BUY
$30.41 - $33.69 $12.7 Million - $14.1 Million
418,633 Added 673.91%
480,753 $15.2 Million
Q4 2022

Jun 12, 2023
SELL
$32.57 - $35.19 $13.8 Million - $14.9 Million
-424,303 Reduced 88.26%
56,450 $1.9 Million
Q3 2022

Dec 02, 2022
SELL
$32.52 - $37.38 $62,535 - $71,881
-1,923 Reduced 3.0%
62,120 $2.04 Million
Q2 2022

Aug 11, 2022
SELL
$34.8 - $41.2 $429,988 - $509,067
-12,356 Reduced 16.17%
64,043 $2.23 Million
Q1 2022

May 20, 2022
SELL
$28.84 - $40.07 $3.53 Million - $4.91 Million
-122,504 Reduced 61.59%
76,399 $2.82 Million
Q4 2021

Feb 17, 2022
BUY
$27.21 - $30.93 $4.41 Million - $5.01 Million
161,921 Added 437.84%
198,903 $5.71 Million
Q3 2021

Nov 23, 2021
BUY
$26.0 - $29.39 $366,262 - $414,016
14,087 Added 61.53%
36,982 $1.08 Million
Q3 2021

Nov 16, 2021
SELL
$26.0 - $29.39 $773,292 - $874,117
-29,742 Reduced 56.5%
22,895 $1.08 Million
Q2 2021

Aug 24, 2021
SELL
$23.51 - $27.41 $59,974 - $69,922
-2,551 Reduced 4.62%
52,637 $1.43 Million
Q1 2021

May 17, 2021
SELL
$22.09 - $25.06 $144,976 - $164,468
-6,563 Reduced 10.63%
55,188 $1.31 Million
Q4 2020

Feb 18, 2021
SELL
$19.13 - $21.9 $631,003 - $722,371
-32,985 Reduced 34.82%
61,751 $1.35 Million
Q3 2020

Nov 17, 2020
SELL
$17.67 - $20.4 $1.4 Million - $1.62 Million
-79,231 Reduced 45.54%
94,736 $1.85 Million
Q2 2020

Aug 14, 2020
BUY
$15.83 - $17.67 $1.54 Million - $1.72 Million
97,497 Added 127.5%
173,967 $3.06 Million
Q1 2020

May 18, 2020
SELL
$15.98 - $23.06 $294,751 - $425,341
-18,445 Reduced 19.43%
76,470 $1.26 Million
Q4 2019

Feb 14, 2020
BUY
$21.59 - $23.01 $916,711 - $977,004
42,460 Added 80.95%
94,915 $2.17 Million
Q3 2019

Nov 18, 2019
SELL
$21.13 - $22.84 $930,459 - $1.01 Million
-44,035 Reduced 45.64%
52,455 $1.14 Million
Q2 2019

Aug 27, 2019
SELL
$21.23 - $23.28 $361,971 - $396,924
-17,050 Reduced 15.02%
96,490 $2.15 Million
Q1 2019

May 20, 2019
SELL
$21.24 - $23.13 $12.8 Million - $14 Million
-604,740 Reduced 84.19%
113,540 $2.57 Million
Q4 2018

Feb 19, 2019
BUY
$21.22 - $24.59 $15 Million - $17.4 Million
706,990 Added 6262.09%
718,280 $15.2 Million
Q3 2018

Nov 15, 2018
SELL
$22.73 - $23.98 $623,824 - $658,131
-27,445 Reduced 70.85%
11,290 $268,000
Q2 2018

Aug 14, 2018
SELL
$23.99 - $25.68 $7,316 - $7,832
-305 Reduced 0.78%
38,735 $943,000
Q1 2018

May 15, 2018
SELL
$23.76 - $25.32 $172,378 - $183,696
-7,255 Reduced 15.67%
39,040 $951,000
Q4 2017

Feb 15, 2018
BUY
$23.0 - $24.46 $1.06 Million - $1.13 Million
46,295 New
46,295 $1.13 Million
Q3 2017

Nov 15, 2017
SELL
$23.26 - $23.56 $317,847 - $321,947
-13,665 Closed
0 $0
Q2 2017

Aug 17, 2017
BUY
N/A
13,665
13,665 $310,000

Others Institutions Holding DJP

# of Institutions
150
Shares Held
8.83M
Call Options Held
10.4K
Put Options Held
2.5K
View Full List

About BARCLAYS BANK PLC

DJP Quotes by TradingView
  • Ticker DJP
  • Exchange NYSE
  • Sector ETFs
  • Industry ETFs
More about DJP
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