Purchases and Sales Made in Q2 2024 in Barclays PLC (BCS)
This table provides information about the institutional ownership of Barclays PLC (BCS) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2024
Q2 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
838+ 7.67% |
$7.54K - $9.56K
|
11.8K
$186K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
835New |
$7.52K - $9.53K
|
835
$13.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
832+ 1.24% |
$7.49K - $9.49K
|
67.8K
$1.07M
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
817+ 3.89% |
$7.35K - $9.32K
|
21.8K
$345K
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
BUY
|
- |
752New |
$6.77K - $8.58K
|
752
$11.9K
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
745+ 7.07% |
$6.71K - $8.5K
|
11.3K
$179K
|
|
|
Jul 29, 2024
Q2 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
737+ 0.86% |
$6.63K - $8.41K
|
86.9K
$1.38M
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
712+ 1.64% |
$6.41K - $8.12K
|
44K
$697K
|
|
|
Aug 13, 2024
Q2 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
658+ 5.67% |
$5.92K - $7.51K
|
12.3K
$194K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
656New |
$5.9K - $7.48K
|
656
$10.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
593+ 2.91% |
$5.34K - $6.77K
|
21K
$332K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
579+ 15.88% |
$5.21K - $6.61K
|
4.23K
$66.9K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
546+ 8.61% |
$4.91K - $6.23K
|
6.88K
$109K
|
|
|
Nov 12, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
543New |
$4.89K - $6.2K
|
543
$8.6K
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
484New |
$4.36K - $5.52K
|
484
$7.67K
|
|
|
Aug 14, 2024
Q2 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
446+ 0.63% |
$4.01K - $5.09K
|
71.5K
$1.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
440+ 1.27% |
$3.96K - $5.02K
|
35.1K
$556K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
436+ 1.73% |
$3.92K - $4.97K
|
25.6K
$406K
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
402New |
$3.62K - $4.59K
|
402
$6.37K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
395+ 2.11% |
$3.56K - $4.51K
|
19.2K
$303K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
395+ 2.11% |
$3.56K - $4.51K
|
19.2K
$303K
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
394+ 2.35% |
$3.55K - $4.5K
|
17.2K
$272K
|
|
|
Aug 14, 2024
Q2 2024
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
376+ 0.61% |
$3.38K - $4.29K
|
62K
$982K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
343+ 15.71% |
$3.09K - $3.91K
|
2.53K
$40K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
339New |
$3.05K - $3.87K
|
339
$5.37K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
322+ 10.16% |
$2.9K - $3.67K
|
3.49K
$55.3K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
311New |
$2.8K - $3.55K
|
311
$4.93K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
295+ 4.44% |
$2.66K - $3.37K
|
6.95K
$110K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
285+ 2.67% |
$2.57K - $3.25K
|
10.9K
$173K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
279+ 1.79% |
$2.51K - $3.18K
|
15.9K
$252K
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
232New |
$2.09K - $2.65K
|
232
$3.67K
|
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
207+ 0.55% |
$1.86K - $2.36K
|
37.6K
$595K
|
|
|
Jul 26, 2024
Q2 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
200New |
$1.8K - $2.28K
|
200
$3.17K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
180+ 1.17% |
$1.62K - $2.05K
|
15.6K
$247K
|
|
|
Aug 14, 2024
Q2 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
180+ 1.02% |
$1.62K - $2.05K
|
17.9K
$284K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
171New |
$1.54K - $1.95K
|
171
$2.71K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
156+ 1.11% |
$1.4K - $1.78K
|
14.2K
$224K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
152New |
$1.37K - $1.73K
|
152
$2.41K
|
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
144+ 0.83% |
$1.3K - $1.64K
|
17.4K
$276K
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
109+ 6.48% |
$981 - $1.24K
|
1.79K
$28.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
89+ 85.58% |
$801 - $1.02K
|
193
$3.06K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
88+ 3.9% |
$792 - $1K
|
2.35K
$37.2K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
75+ 3.57% |
$675 - $856
|
2.17K
$34.4K
|
|
|
Aug 12, 2024
Q2 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
66+ 8.34% |
$594 - $753
|
857
$13.6K
|
|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
56New |
$504 - $639
|
56
$887
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
51New |
$459 - $582
|
51
$808
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
30+ 5.09% |
$270 - $342
|
619
$9.8K
|
|
|
Jul 22, 2024
Q2 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
25+ 0.17% |
$225 - $285
|
14.6K
$231K
|
|
|
Jul 29, 2024
Q2 2024
|
Crewe Advisors LLC
|
BUY
|
- |
15+ 2.7% |
$135 - $171
|
571
$9.04K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
14+ 0.33% |
$126 - $160
|
4.28K
$67.8K
|