Purchases and Sales Made in Q1 2024 in Barclays PLC (BCS)
This table provides information about the institutional ownership of Barclays PLC (BCS) during Q1 2024. 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 14, 2024
Q1 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
2.14K+ 4.94% |
$15.2K - $20.2K
|
45.3K
$619K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.83K+ 13.28% |
$13K - $17.3K
|
15.6K
$213K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.78K+ 5.01% |
$12.7K - $16.8K
|
37.3K
$510K
|
|
|
Apr 29, 2024
Q1 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.62K+ 12.51% |
$11.5K - $15.3K
|
14.6K
$199K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.52K+ 71.79% |
$10.9K - $14.4K
|
3.65K
$49.8K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
1.5K+ 51.69% |
$10.7K - $14.2K
|
4.41K
$60.2K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
1.49K+ 10.73% |
$10.6K - $14.1K
|
15.4K
$210K
|
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.24K+ 2.05% |
$8.81K - $11.7K
|
61.6K
$841K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.23K+ 7.93% |
$8.78K - $11.7K
|
16.8K
$229K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.15KNew |
$8.18K - $10.9K
|
1.15K
$15.7K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
1.08K+ 181.57% |
$7.72K - $10.2K
|
1.68K
$22.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Veriti Management LLC
|
BUY
|
- |
1.03K+ 1.7% |
$7.36K - $9.77K
|
61.9K
$845K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
1.01K+ 18.93% |
$7.18K - $9.54K
|
6.34K
$86.5K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
986+ 18.62% |
$7.02K - $9.32K
|
6.28K
$85.7K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
965+ 6.88% |
$6.87K - $9.12K
|
15K
$205K
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
853+ 6.49% |
$6.07K - $8.06K
|
14K
$191K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
791New |
$5.63K - $7.47K
|
791
$10.8K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
734New |
$5.23K - $6.94K
|
734
$10K
|
|
|
Apr 30, 2024
Q1 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
700New |
$4.98K - $6.61K
|
700
$9.56K
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
671+ 26.85% |
$4.78K - $6.34K
|
3.17K
$43.3K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
637+ 17.54% |
$4.54K - $6.02K
|
4.27K
$58.3K
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
629+ 4.74% |
$4.48K - $5.94K
|
13.9K
$190K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
579+ 1.91% |
$4.12K - $5.47K
|
30.9K
$422K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
561+ 2.54% |
$3.99K - $5.3K
|
22.6K
$309K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
546+ 13.24% |
$3.89K - $5.16K
|
4.67K
$63.7K
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
518+ 1.65% |
$3.69K - $4.9K
|
32K
$437K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
495+ 0.53% |
$3.52K - $4.68K
|
94.7K
$1.29M
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
488+ 4.24% |
$3.47K - $4.61K
|
12K
$164K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
412+ 2.71% |
$2.93K - $3.89K
|
15.6K
$213K
|
|
|
May 15, 2024
Q1 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
394+ 3.14% |
$2.81K - $3.72K
|
12.9K
$177K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
367New |
$2.61K - $3.47K
|
367
$5.01K
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
366+ 21.12% |
$2.61K - $3.46K
|
2.1K
$28.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
357+ 3.51% |
$2.54K - $3.37K
|
10.5K
$144K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
346+ 44.19% |
$2.46K - $3.27K
|
1.13K
$15.4K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
285+ 78.73% |
$2.03K - $2.69K
|
647
$8.83K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
284+ 25.79% |
$2.02K - $2.68K
|
1.39K
$18.9K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
233+ 2.03% |
$1.66K - $2.2K
|
11.7K
$160K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
231New |
$1.64K - $2.18K
|
231
$3.15K
|
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
BUY
|
- |
215New |
$1.53K - $2.03K
|
215
$2.93K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
184+ 2.22% |
$1.31K - $1.74K
|
8.48K
$116K
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
177+ 94.65% |
$1.26K - $1.67K
|
364
$4.97K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
139New |
$990 - $1.31K
|
139
$1.9K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
135+ 52.33% |
$961 - $1.28K
|
393
$5.36K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
113+ 0.74% |
$805 - $1.07K
|
15.5K
$211K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
104New |
$740 - $983
|
104
$1.42K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
104+ 0.3% |
$740 - $983
|
34.6K
$473K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
74+ 0.68% |
$527 - $699
|
10.9K
$149K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
71New |
$506 - $671
|
71
$969
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
64+ 3.25% |
$456 - $605
|
2.03K
$27.7K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
56New |
$399 - $529
|
56
$764
|