Purchases and Sales Made in Q1 2025 in Barclays PLC (BCS)
This table provides information about the institutional ownership of Barclays PLC (BCS) during Q1 2025. 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 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
1.47K+ 2.05% |
$18.6K - $23.8K
|
73K
$1.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
1.46K+ 13.71% |
$18.5K - $23.7K
|
12.1K
$247K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
1.4K+ 6.92% |
$17.8K - $22.8K
|
21.7K
$442K
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
1.31K+ 7.14% |
$16.6K - $21.3K
|
19.7K
$402K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.3K+ 129.25% |
$16.5K - $21.1K
|
2.3K
$47K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
1.29K+ 2.38% |
$16.4K - $21K
|
55.4K
$1.13M
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
1.24K+ 4.02% |
$15.7K - $20.2K
|
32.1K
$656K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.2KNew |
$15.2K - $19.5K
|
1.2K
$24.5K
|
|
|
May 09, 2025
Q1 2025
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.19K+ 8.0% |
$15.1K - $19.3K
|
16K
$327K
|
|
|
Apr 24, 2025
Q1 2025
|
Oakworth Capital, Inc.
|
BUY
|
- |
1.17KNew |
$14.8K - $19K
|
1.17K
$23.8K
|
|
|
Apr 17, 2025
Q1 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
1.14KNew |
$14.4K - $18.5K
|
1.14K
$23.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.06K+ 5023.81% |
$13.4K - $17.1K
|
1.08K
$22K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
945+ 8.6% |
$12K - $15.4K
|
11.9K
$244K
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
909+ 2.97% |
$11.5K - $14.8K
|
31.5K
$644K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
768New |
$9.75K - $12.5K
|
768
$15.7K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
759+ 2.1% |
$9.63K - $12.3K
|
36.9K
$753K
|
|
|
May 15, 2025
Q1 2025
|
Rnc Capital Management LLC
|
BUY
|
- |
735+ 2.3% |
$9.33K - $11.9K
|
32.7K
$667K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
727+ 100.0% |
$9.23K - $11.8K
|
1.45K
$29.7K
|
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
707New |
$8.97K - $11.5K
|
707
$14.4K
|
|
|
Apr 18, 2025
Q1 2025
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
702+ 8775.0% |
$8.91K - $11.4K
|
710
$14.5K
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
673+ 7.53% |
$8.54K - $10.9K
|
9.61K
$196K
|
|
|
May 01, 2025
Q1 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
668+ 2.16% |
$8.48K - $10.9K
|
31.5K
$644K
|
|
|
May 13, 2025
Q1 2025
|
Binnacle Investments Inc
Urbandale, IA |
BUY
|
- |
639New |
$8.11K - $10.4K
|
639
$13K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
575+ 6.07% |
$7.3K - $9.34K
|
10.1K
$205K
|
|
|
May 14, 2025
Q1 2025
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
531+ 1.51% |
$6.74K - $8.63K
|
35.6K
$728K
|
|
|
Apr 10, 2025
Q1 2025
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
529+ 3.62% |
$6.71K - $8.6K
|
15.2K
$309K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
519New |
$6.59K - $8.43K
|
519
$10.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
432New |
$5.48K - $7.02K
|
432
$8.82K
|
|
|
May 01, 2025
Q1 2025
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
430+ 2.35% |
$5.46K - $6.99K
|
18.8K
$383K
|
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
380+ 38000.0% |
$4.82K - $6.18K
|
381
$7.78K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
349New |
$4.43K - $5.67K
|
349
$7.12K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
BUY
|
- |
343+ 3.14% |
$4.35K - $5.57K
|
11.3K
$230K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
337+ 8.96% |
$4.28K - $5.48K
|
4.1K
$83.7K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
319+ 2.9% |
$4.05K - $5.18K
|
11.3K
$231K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
314+ 5.86% |
$3.98K - $5.1K
|
5.67K
$116K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
288+ 0.94% |
$3.65K - $4.68K
|
30.9K
$630K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
283+ 15.81% |
$3.59K - $4.6K
|
2.07K
$42.3K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
261+ 1.82% |
$3.31K - $4.24K
|
14.6K
$298K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
226New |
$2.87K - $3.67K
|
226
$4.61K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
212+ 12.23% |
$2.69K - $3.45K
|
1.95K
$39.7K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
206+ 1.63% |
$2.61K - $3.35K
|
12.9K
$263K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
BUY
|
- |
200+ 3.57% |
$2.54K - $3.25K
|
5.8K
$118K
|
|
|
Apr 25, 2025
Q1 2025
|
Henry James International Management Inc.
|
BUY
|
- |
181+ 0.55% |
$2.3K - $2.94K
|
33.2K
$677K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
169+ 0.57% |
$2.14K - $2.75K
|
30K
$612K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
134+ 0.4% |
$1.7K - $2.18K
|
33.6K
$687K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
85New |
$1.08K - $1.38K
|
85
$1.73K
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
81+ 46.82% |
$1.03K - $1.32K
|
254
$5.18K
|
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
77+ 51.68% |
$977 - $1.25K
|
226
$4.61K
|
|
|
Apr 22, 2025
Q1 2025
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
68New |
$863 - $1.11K
|
68
$1.39K
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
BUY
|
- |
57+ 0.26% |
$723 - $926
|
22.2K
$453K
|