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 |
|---|---|---|---|---|---|---|---|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
1.5KNew |
$9.89K - $14K
|
1.5K
$20.1K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
1.37K+ 139.59% |
$9.03K - $12.8K
|
2.35K
$31.6K
|
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
BUY
|
- |
1.36K+ 13.28% |
$8.98K - $12.7K
|
11.6K
$156K
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
1.33K+ 1.74% |
$8.75K - $12.4K
|
77.7K
$1.04M
|
|
|
May 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
1.32K+ 9.3% |
$8.71K - $12.3K
|
15.5K
$209K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.18K+ 59.35% |
$7.77K - $11K
|
3.16K
$42.5K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
1.1KNew |
$7.25K - $10.3K
|
1.1K
$14.8K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
990+ 8.52% |
$6.53K - $9.26K
|
12.6K
$170K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
970+ 1.86% |
$6.4K - $9.07K
|
53.1K
$714K
|
|
|
May 02, 2023
Q1 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
924+ 3.33% |
$6.1K - $8.64K
|
28.7K
$386K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
694+ 4.52% |
$4.58K - $6.49K
|
16K
$216K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
662+ 2.78% |
$4.37K - $6.19K
|
24.5K
$329K
|
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
650New |
$4.29K - $6.08K
|
650
$8.74K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
622New |
$4.11K - $5.82K
|
622
$8.37K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
588New |
$3.88K - $5.5K
|
588
$7.91K
|
|
|
May 03, 2023
Q1 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
503+ 2.29% |
$3.32K - $4.7K
|
22.5K
$302K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
440New |
$2.9K - $4.11K
|
440
$5.92K
|
|
|
May 08, 2023
Q1 2023
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
373New |
$2.46K - $3.49K
|
373
$5.02K
|
|
|
May 10, 2023
Q1 2023
|
Grove Bank & Trust
|
BUY
|
- |
363+ 4.3% |
$2.4K - $3.39K
|
8.81K
$118K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
321+ 10.27% |
$2.12K - $3K
|
3.45K
$46.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
276+ 82.63% |
$1.82K - $2.58K
|
610
$8.2K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
270+ 77.81% |
$1.78K - $2.52K
|
617
$8.3K
|
|
|
May 12, 2023
Q1 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
239New |
$1.58K - $2.23K
|
239
$3.21K
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
206+ 33.17% |
$1.36K - $1.93K
|
827
$11.1K
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
205+ 37.27% |
$1.35K - $1.92K
|
755
$10.2K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
204+ 1.16% |
$1.35K - $1.91K
|
17.8K
$239K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
200New |
$1.32K - $1.87K
|
200
$2.69K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
186New |
$1.23K - $1.74K
|
186
$2.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
173New |
$1.14K - $1.62K
|
173
$2.33K
|
|
|
May 05, 2023
Q1 2023
|
Steward Financial Group LLC
|
BUY
|
- |
154New |
$1.02K - $1.44K
|
154
$2.07K
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
112New |
$739 - $1.05K
|
112
$1.51K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
59+ 13.63% |
$389 - $552
|
492
$6.62K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
50+ 3.71% |
$330 - $468
|
1.4K
$18.8K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
46+ 3.48% |
$304 - $430
|
1.37K
$18.4K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
BUY
|
- |
45+ 0.4% |
$297 - $421
|
11.3K
$152K
|
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
44New |
$290 - $411
|
44
$592
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
29New |
$191 - $271
|
29
$390
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
16+ 3.13% |
$106 - $150
|
528
$7.1K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
14+ 0.14% |
$92.4 - $131
|
10.1K
$136K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
12+ 0.04% |
$79.2 - $112
|
31.5K
$424K
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-7- 25.93% |
$46.2 - $65.5
|
20
$269
|
|
|
May 15, 2023
Q1 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-21- 0.01% |
$139 - $196
|
179K
$2.41M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-29Closed |
$191 - $271
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-45- 0.07% |
$297 - $421
|
69K
$928K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-153- 0.33% |
$1.01K - $1.43K
|
45.8K
$616K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-162- 3.49% |
$1.07K - $1.51K
|
4.48K
$60.3K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-203- 5.02% |
$1.34K - $1.9K
|
3.84K
$51.6K
|