Purchases and Sales Made in Q2 2023 in Barclays PLC (BCS)
This table provides information about the institutional ownership of Barclays PLC (BCS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.57KNew |
$11.5K - $12.8K
|
1.57K
$24.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
1.45K+ 4.62% |
$10.6K - $11.8K
|
32.8K
$520K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.43K+ 143.71% |
$10.5K - $11.7K
|
2.42K
$38.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
1.33K+ 1.31% |
$9.72K - $10.8K
|
103K
$1.63M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.27K+ 5.92% |
$9.3K - $10.4K
|
22.7K
$360K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.07K+ 3.16% |
$7.82K - $8.72K
|
34.8K
$552K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.04K+ 8.75% |
$7.6K - $8.47K
|
12.9K
$204K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
946+ 3.97% |
$6.93K - $7.73K
|
24.8K
$393K
|
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
942+ 1.75% |
$6.9K - $7.7K
|
54.8K
$869K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
646+ 16.83% |
$4.74K - $5.28K
|
4.49K
$71K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
604+ 28.95% |
$4.43K - $4.93K
|
2.69K
$42.6K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
524+ 4.15% |
$3.84K - $4.28K
|
13.1K
$208K
|
|
|
Aug 10, 2023
Q2 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
453+ 2.48% |
$3.32K - $3.7K
|
18.7K
$296K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
452New |
$3.31K - $3.69K
|
452
$7.16K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
429+ 8.41% |
$3.14K - $3.5K
|
5.53K
$87.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
408+ 2.3% |
$2.99K - $3.33K
|
18.2K
$288K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
400New |
$2.93K - $3.27K
|
400
$6.34K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
362New |
$2.65K - $2.96K
|
362
$5.73K
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
357+ 0.62% |
$2.62K - $2.92K
|
58K
$919K
|
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
265+ 0.91% |
$1.94K - $2.17K
|
29.3K
$464K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
261+ 154.44% |
$1.91K - $2.13K
|
430
$6.81K
|
|
|
Jul 18, 2023
Q2 2023
|
S.E.E.D. Planning Group LLC
|
BUY
|
- |
250+ 0.83% |
$1.83K - $2.04K
|
30.3K
$479K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
248New |
$1.82K - $2.03K
|
248
$3.93K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
224New |
$1.64K - $1.83K
|
224
$3.55K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
195+ 33.16% |
$1.43K - $1.59K
|
783
$12.4K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
186New |
$1.36K - $1.52K
|
186
$2.95K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
154+ 1.15% |
$1.13K - $1.26K
|
13.5K
$214K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
126+ 13.74% |
$924 - $1.03K
|
1.04K
$16.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
114+ 0.07% |
$836 - $931
|
156K
$2.47M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
107+ 6.01% |
$784 - $874
|
1.89K
$29.9K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
69+ 10.3% |
$506 - $564
|
739
$11.7K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
32+ 0.25% |
$235 - $261
|
12.7K
$200K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
18+ 3.4% |
$132 - $147
|
547
$8.66K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
12New |
$88 - $98
|
12
$190
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
11+ 0.07% |
$80.6 - $89.9
|
16K
$254K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9+ 0.28% |
$66 - $73.5
|
3.17K
$50.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
8New |
$58.6 - $65.4
|
8
$127
|
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2New |
$14.7 - $16.3
|
2
$31.7
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 5.0% |
$7.33 - $8.17
|
21
$333
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 28, 2024
Q2 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-12- 0.04% |
$88 - $98
|
31.5K
$499K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-20- 4.07% |
$147 - $163
|
472
$7.48K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
SELL
|
- |
-25- 0.73% |
$183 - $204
|
3.42K
$54.2K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-27- 0.04% |
$198 - $221
|
67.2K
$1.06M
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-39- 0.23% |
$286 - $319
|
16.9K
$268K
|
|
|
Aug 08, 2023
Q2 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-50- 0.48% |
$367 - $409
|
10.3K
$163K
|
|
|
Jul 27, 2023
Q2 2023
|
Grove Bank & Trust
|
SELL
|
- |
-63- 0.72% |
$462 - $515
|
8.75K
$139K
|
|
|
Aug 14, 2023
Q2 2023
|
Axa S.A.
Paris, I0 |
SELL
|
- |
-99- 28.37% |
$726 - $809
|
250
$3.96K
|