Purchases and Sales Made in Q4 2023 in Barclays PLC (BCS)
This table provides information about the institutional ownership of Barclays PLC (BCS) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 20, 2024
Q4 2023
|
Covenant Partners, LLC
|
BUY
|
- |
3.47K+ 4.62% |
$21.6K - $27.6K
|
78.6K
$1.24M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
3.41K+ 9.43% |
$21.3K - $27.2K
|
39.6K
$627K
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.91KNew |
$18.1K - $23.2K
|
2.91K
$46.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
2.75K+ 7.99% |
$17.2K - $21.9K
|
37.2K
$590K
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
2.71K+ 9.46% |
$16.9K - $21.6K
|
31.3K
$496K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
2.53K+ 18.9% |
$15.8K - $20.1K
|
15.9K
$252K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.21K+ 5.82% |
$13.8K - $17.6K
|
40.2K
$637K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
2K+ 58.46% |
$12.5K - $15.9K
|
5.42K
$85.9K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.76K+ 6.17% |
$11K - $14.1K
|
30.4K
$481K
|
|
|
Feb 01, 2024
Q4 2023
|
Old National Bancorp
|
BUY
|
- |
1.73K+ 5.02% |
$10.8K - $13.8K
|
36.2K
$574K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.64K+ 203.72% |
$10.2K - $13.1K
|
2.45K
$38.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.57K+ 23.69% |
$9.78K - $12.5K
|
8.18K
$130K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
1.55K+ 0.87% |
$9.68K - $12.4K
|
179K
$2.83M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
BUY
|
- |
1.41K+ 5.72% |
$8.77K - $11.2K
|
26K
$411K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.38K+ 2.58% |
$8.6K - $11K
|
54.9K
$870K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.27K+ 471.48% |
$7.94K - $10.1K
|
1.54K
$24.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
1.03K+ 6.02% |
$6.44K - $8.23K
|
18.2K
$288K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1K+ 89.22% |
$6.25K - $7.98K
|
2.12K
$33.6K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
854+ 1.43% |
$5.33K - $6.81K
|
60.4K
$957K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
807+ 1.9% |
$5.04K - $6.43K
|
43.2K
$684K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
784+ 5.38% |
$4.89K - $6.25K
|
15.3K
$243K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
642New |
$4.01K - $5.12K
|
642
$10.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
597New |
$3.73K - $4.76K
|
597
$9.46K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
453+ 118.28% |
$2.83K - $3.61K
|
836
$13.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
418+ 30.8% |
$2.61K - $3.33K
|
1.78K
$28.1K
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
BUY
|
- |
351+ 3.08% |
$2.19K - $2.8K
|
11.8K
$186K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
BUY
|
- |
292+ 0.82% |
$1.82K - $2.33K
|
36.1K
$571K
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
291New |
$1.82K - $2.32K
|
291
$4.61K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
283+ 29.66% |
$1.77K - $2.26K
|
1.24K
$19.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
219+ 755.17% |
$1.37K - $1.75K
|
248
$3.93K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
193+ 321.67% |
$1.2K - $1.54K
|
253
$4.01K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
169New |
$1.05K - $1.35K
|
169
$2.68K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
162New |
$1.01K - $1.29K
|
162
$2.57K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
149New |
$930 - $1.19K
|
149
$2.36K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
135+ 7.36% |
$842 - $1.08K
|
1.97K
$31.2K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
126New |
$786 - $1K
|
126
$2K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
122+ 16.16% |
$761 - $972
|
877
$13.9K
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
121+ 93.8% |
$755 - $964
|
250
$3.96K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
100+ 0.71% |
$624 - $797
|
14.1K
$224K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
88+ 0.46% |
$549 - $701
|
19.1K
$303K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
86New |
$537 - $685
|
86
$1.36K
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
82New |
$512 - $654
|
82
$1.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
72+ 90.0% |
$449 - $574
|
152
$2.41K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
66New |
$412 - $526
|
66
$1.05K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
56New |
$349 - $446
|
56
$887
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
30+ 0.3% |
$187 - $239
|
10.2K
$161K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
12New |
$74.9 - $95.6
|
12
$190
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-16- 0.12% |
$99.8 - $128
|
12.9K
$205K
|