Purchases and Sales Made in Q1 2023 in Barclays PLC (BCS)
This table provides information about the institutional ownership of Barclays PLC (BCS) during Q1 2023. The information is specifically focused on institutions that hold shares of BARCLAYS PLC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
35.5KNew |
$234K - $331K
|
35.5K
$477K
|
|
May 15, 2023
Q1 2023
|
Boothbay Fund Management, LLC
New York, NY |
BUY
|
- |
32KNew |
$211K - $299K
|
32K
$430K
|
|
May 09, 2023
Q1 2023
|
Todd Asset Management LLC
|
BUY
|
- |
31.8K+ 1.19% |
$210K - $298K
|
2.7M
$36.4M
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
30.5K+ 168.04% |
$201K - $285K
|
48.6K
$654K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
29K+ 763.49% |
$191K - $271K
|
32.8K
$441K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
27K+ 27.12% |
$178K - $252K
|
126K
$1.7M
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
26K+ 9.27% |
$172K - $243K
|
306K
$4.12M
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
25.3K+ 12.37% |
$167K - $236K
|
230K
$3.09M
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
23.4K+ 3.88% |
$154K - $218K
|
625K
$8.41M
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
22.6K+ 146.51% |
$149K - $211K
|
38K
$511K
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
22.4KNew |
$148K - $209K
|
22.4K
$301K
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
21.6K+ 8.14% |
$143K - $202K
|
287K
$3.86M
|
|
May 12, 2023
Q1 2023
|
Invesco Ltd.
Atlanta, GA |
BUY
|
- |
20.6KNew |
$136K - $192K
|
20.6K
$277K
|
|
May 10, 2023
Q1 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
20.4K+ 6.94% |
$135K - $191K
|
315K
$4.23M
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
19.6KNew |
$129K - $183K
|
19.6K
$264K
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
15.5K+ 26.75% |
$103K - $145K
|
73.6K
$990K
|
|
May 15, 2023
Q1 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
15.4KNew |
$102K - $144K
|
15.4K
$207K
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
15.1K+ 10.75% |
$99.8K - $141K
|
156K
$2.1M
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
13.5KNew |
$89K - $126K
|
13.5K
$181K
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
13.5KNew |
$89K - $126K
|
13.5K
$181K
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
11.8KNew |
$78.2K - $111K
|
11.8K
$159K
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
11.8K+ 25.68% |
$77.7K - $110K
|
57.6K
$775K
|
|
May 15, 2023
Q1 2023
|
Cubist Systematic Strategies, LLC
Stamford, CT |
BUY
|
- |
11.7K+ 11.1% |
$77.3K - $109K
|
117K
$1.58M
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
11.2KNew |
$73.9K - $105K
|
11.2K
$151K
|
|
May 12, 2023
Q1 2023
|
Advisory Research Inc
Chicago, IL |
BUY
|
- |
11.1K+ 34.48% |
$73.4K - $104K
|
43.4K
$584K
|
|
May 12, 2023
Q1 2023
|
Richard Pzena
Pzena Investment Management LLC
|
BUY
|
- |
7.26K+ 7.52% |
$47.9K - $67.9K
|
104K
$1.4M
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
6.39K+ 28.88% |
$42.2K - $59.8K
|
28.5K
$384K
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
6.29K+ 39.37% |
$41.5K - $58.8K
|
22.3K
$299K
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5.51K+ 19.88% |
$36.3K - $51.5K
|
33.2K
$446K
|
|
Apr 18, 2023
Q1 2023
|
Hedges Asset Management LLC
|
BUY
|
- |
5K+ 3.36% |
$33K - $46.8K
|
154K
$2.07M
|
|
May 11, 2023
Q1 2023
|
Profund Advisors LLC
|
BUY
|
- |
4.54K+ 8.26% |
$30K - $42.4K
|
59.5K
$801K
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
4.53K+ 9.3% |
$29.9K - $42.4K
|
53.2K
$716K
|
|
Apr 19, 2023
Q1 2023
|
Old National Bancorp
|
BUY
|
- |
4.49K+ 15.25% |
$29.6K - $42K
|
33.9K
$456K
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
3.7K+ 3.34% |
$24.4K - $34.6K
|
115K
$1.54M
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
3.65KNew |
$24.1K - $34.1K
|
3.65K
$49K
|
|
Apr 18, 2023
Q1 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
3.6K+ 7.6% |
$23.8K - $33.7K
|
51K
$686K
|
|
May 15, 2023
Q1 2023
|
Belvedere Trading LLC
|
BUY
|
- |
3.2KNew |
$21.1K - $29.9K
|
3.2K
$43K
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
3.1K+ 12.62% |
$20.5K - $29K
|
27.7K
$372K
|
|
Apr 21, 2023
Q1 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
3.05K+ 9.63% |
$20.1K - $28.5K
|
34.7K
$466K
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
2.89K+ 236.53% |
$19.1K - $27K
|
4.11K
$55.3K
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.88K+ 20.43% |
$19K - $26.9K
|
17K
$228K
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
2.73K+ 22.14% |
$18K - $25.6K
|
15.1K
$203K
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
2.34K+ 17.12% |
$15.5K - $21.9K
|
16K
$216K
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.28K+ 11.85% |
$15K - $21.3K
|
21.5K
$289K
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
2K+ 100.0% |
$13.2K - $18.7K
|
4K
$53.8K
|
|
May 10, 2023
Q1 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
1.97K+ 3.77% |
$13K - $18.5K
|
54.4K
$731K
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
1.94K+ 7.82% |
$12.8K - $18.2K
|
26.8K
$360K
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.73K+ 8.77% |
$11.4K - $16.2K
|
21.4K
$288K
|
|
May 11, 2023
Q1 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
1.71K+ 10.36% |
$11.3K - $16K
|
18.2K
$245K
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
1.59K+ 159.4% |
$10.5K - $14.9K
|
2.59K
$34.9K
|