Purchases and Sales Made in Q3 2023 in Barclays PLC (BCS)
This table provides information about the institutional ownership of Barclays PLC (BCS) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
22.2KNew |
$161K - $191K
|
22.2K
$303K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
21KNew |
$152K - $180K
|
21K
$286K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
20.3K+ 8.87% |
$148K - $175K
|
249K
$3.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Massachusetts Financial Services CO
Boston, MA |
BUY
|
- |
19.4K+ 14.81% |
$141K - $167K
|
151K
$2.06M
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
18.5K+ 22.91% |
$135K - $159K
|
99.4K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Aquatic Capital Management LLC
Chicago, IL |
BUY
|
- |
17.9K+ 82.87% |
$130K - $154K
|
39.5K
$539K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
17.6K+ 9.02% |
$128K - $151K
|
212K
$2.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
17.2KNew |
$125K - $148K
|
17.2K
$234K
|
|
|
Oct 10, 2023
Q3 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
16.4KNew |
$119K - $141K
|
16.4K
$224K
|
|
|
Nov 13, 2023
Q3 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
15.8K+ 2.34% |
$115K - $136K
|
690K
$9.42M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
14.1K+ 4.54% |
$102K - $121K
|
324K
$4.42M
|
|
|
Nov 08, 2023
Q3 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
14KNew |
$102K - $120K
|
14K
$191K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
13.2K+ 50.15% |
$96.1K - $114K
|
39.6K
$540K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
12.5K+ 5.44% |
$91K - $108K
|
243K
$3.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
11.9K+ 65.67% |
$86.8K - $103K
|
30.1K
$411K
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
11.7KNew |
$84.8K - $100K
|
11.7K
$159K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
10.1KNew |
$73.2K - $86.6K
|
10.1K
$137K
|
|
|
Nov 03, 2023
Q3 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
8.36K+ 16.66% |
$60.8K - $71.9K
|
58.6K
$799K
|
|
|
Nov 14, 2023
Q3 2023
|
Seven Eight Capital, LP
|
BUY
|
- |
8.28K+ 82.15% |
$60.2K - $71.2K
|
18.4K
$251K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
8.15K+ 9.48% |
$59.2K - $70.1K
|
94.1K
$1.28M
|
|
|
Nov 14, 2023
Q3 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
8K+ 21.16% |
$58.2K - $68.8K
|
45.8K
$625K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
7.33K+ 5.87% |
$53.3K - $63K
|
132K
$1.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
7.01K+ 15.21% |
$51K - $60.3K
|
53.1K
$725K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
6.47K+ 12.05% |
$47.1K - $55.7K
|
60.2K
$821K
|
|
|
Oct 26, 2023
Q3 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
5.75K+ 12.03% |
$41.8K - $49.4K
|
53.5K
$731K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
5.6K+ 7.45% |
$40.7K - $48.2K
|
80.8K
$1.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
4.93K+ 5.62% |
$35.8K - $42.4K
|
92.6K
$1.26M
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
BUY
|
- |
4.39K+ 35.96% |
$31.9K - $37.7K
|
16.6K
$226K
|
|
|
Oct 20, 2023
Q3 2023
|
Covenant Partners, LLC
|
BUY
|
- |
4.35K+ 6.15% |
$31.6K - $37.4K
|
75.1K
$1.03M
|
|
|
Aug 06, 2024
Q3 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
4.01K+ 3.33% |
$29.1K - $34.5K
|
124K
$1.7M
|
|
|
Oct 31, 2023
Q3 2023
|
Paradigm Asset Management CO LLC
|
BUY
|
- |
3.9K+ 139.29% |
$28.4K - $33.5K
|
6.7K
$91.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
3.83KNew |
$27.9K - $33K
|
3.83K
$52.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
3.79K+ 15.28% |
$27.6K - $32.6K
|
28.6K
$390K
|
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
3.68K+ 6.66% |
$26.7K - $31.6K
|
58.9K
$804K
|
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
3.26K+ 16.35% |
$23.7K - $28.1K
|
23.2K
$317K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
BUY
|
- |
2.47K+ 4.1% |
$18K - $21.3K
|
62.8K
$858K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
2.4K+ 126.96% |
$17.4K - $20.6K
|
4.29K
$58.5K
|
|
|
Oct 04, 2023
Q3 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.4KNew |
$17.4K - $20.6K
|
2.4K
$32.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
1.94K+ 6.05% |
$14.1K - $16.7K
|
34.1K
$465K
|
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.76K+ 8.38% |
$12.8K - $15.1K
|
22.7K
$310K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
1.66K+ 89.46% |
$12K - $14.2K
|
3.51K
$47.8K
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
1.64K+ 15.93% |
$11.9K - $14.1K
|
11.9K
$162K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
1.57K+ 35.09% |
$11.4K - $13.5K
|
6.06K
$82.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.53K+ 2.64% |
$11.2K - $13.2K
|
59.5K
$813K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.42K+ 10.82% |
$10.3K - $12.2K
|
14.6K
$199K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
1.15K+ 9.22% |
$8.35K - $9.87K
|
13.6K
$186K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
962+ 17.4% |
$6.99K - $8.27K
|
6.49K
$88.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
836+ 1.52% |
$6.08K - $7.19K
|
55.9K
$763K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
804+ 252.83% |
$5.85K - $6.91K
|
1.12K
$15.3K
|
|
|
Nov 13, 2023
Q3 2023
|
King Luther Capital Management Corp
Fort Worth, TX |
BUY
|
- |
762+ 4.08% |
$5.54K - $6.55K
|
19.5K
$266K
|