Patriot Financial Group Insurance Agency, LLC Barclays Bank PLC Transaction History

Patriot Financial Group Insurance Agency, LLC

$720 Million
Q3 2024

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2021 Nov 24, 2021	SELL	$26.0 - $29.39 $11,024 - $12,461	-424 Closed	0 $0
Q2 2021 Jul 30, 2021	BUY	$23.51 - $27.41 $9,968 - $11,621	424 New	424 $12,000
Q1 2019 Apr 29, 2019	SELL	$21.24 - $23.13 $1,380 - $1,503	-65 Closed	0 $0
Q4 2018 Feb 04, 2019	BUY	$21.22 - $24.59 $1,379 - $1,598	65 New	65 $1,000

Others Institutions Holding DJP

# of Institutions

133

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

View Full List

About BARCLAYS BANK PLC

Ticker DJP
Exchange NYSE
Sector ETFs
Industry ETFs

More about DJP

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Patriot Financial Group Insurance Agency, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Patriot Financial Group Insurance Agency, LLC with notifications on news.

Account