Latest Institutional Transactions on Barclays Bank PLC (CAPD)
This table provides information on the latest institutional transactions involving Barclays Bank PLC (CAPD) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2022
Q2 2022
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-12.5KClosed |
$226K - $282K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Foresight Wealth Management, LLC
|
SELL
|
- |
-9.97KClosed |
$180K - $224K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-2.67MClosed |
$48.2M - $60.1M
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-12.7KClosed |
$229K - $285K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-12KClosed |
$216K - $269K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-185KClosed |
$3.33M - $4.15M
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Private Advisor Group, LLC
|
SELL
|
- |
-383KClosed |
$6.91M - $8.61M
|
0
$0
|
|
|
Jul 07, 2022
Q2 2022
|
Massmutual Trust CO Fsb
|
BUY
|
- |
1.01KNew |
$18.2K - $22.7K
|
1.01K
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
115KNew |
$2.37M - $2.63M
|
115K
$0
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-129- 20.51% |
$2.67K - $2.96K
|
500
$0
|
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
4.5KNew |
$93K - $103K
|
4.5K
$0
|
|
|
May 11, 2022
Q1 2022
|
Stone X Group Inc.
|
SELL
|
- |
-54KClosed |
$1.12M - $1.24M
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Anson Capital, Inc.
|
SELL
|
- |
-271- 2.52% |
$5.6K - $6.21K
|
10.5K
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
149+ 1.34% |
$3.08K - $3.42K
|
11.3K
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
27.3KNew |
$564K - $626K
|
27.3K
$0
|
|
|
Apr 15, 2022
Q1 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.3K- 21.67% |
$26.9K - $29.8K
|
4.7K
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-10.3KClosed |
$214K - $237K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
390New |
$8.21K - $8.92K
|
390
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
1.65K+ 137.5% |
$34.7K - $37.8K
|
2.85K
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Whittier Trust CO
|
BUY
|
- |
1.5KNew |
$31.6K - $34.3K
|
1.5K
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
8.77KNew |
$181K - $195K
|
8.77K
$0
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
200New |
$4.13K - $4.45K
|
200
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
15.2KNew |
$295K - $319K
|
15.2K
$0
|
|
|
Aug 10, 2021
Q2 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-42KClosed |
$815K - $881K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
180+ 900.0% |
$3.49K - $3.77K
|
200
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Valley National Advisers Inc
|
BUY
|
- |
297+ 900.0% |
$5.76K - $6.23K
|
330
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
9.02K+ 835.19% |
$175K - $189K
|
10.1K
$0
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.74K+ 900.0% |
$72.4K - $78.3K
|
4.15K
$0
|
|
| Q1 2021 | |||||||
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
1.82K+ 831.51% |
$32K - $35.1K
|
2.04K
$0
|
|
|
May 17, 2021
Q1 2021
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-3.32KClosed |
$58.2K - $64K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Brown Advisory Inc
|
SELL
|
- |
-2.7KClosed |
$47.4K - $52.1K
|
0
$0
|
|
|
Apr 15, 2021
Q1 2021
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-1.45KClosed |
$25.4K - $28K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 04, 2021
Q4 2020
|
Advisor Net Financial, Inc
|
SELL
|
- |
-65Closed |
$989 - $1.16K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-40Closed |
$571 - $656
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-366Closed |
$5.23K - $6K
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-3.03KClosed |
$43.2K - $49.7K
|
0
$0
|
|
|
Oct 26, 2020
Q3 2020
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-45Closed |
$643 - $738
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 14, 2020
Q1 2020
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.67KClosed |
$27.3K - $41.8K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-1.46KClosed |
$15K - $22.9K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-21.4KClosed |
$220K - $335K
|
0
$0
|
|
|
Apr 21, 2020
Q1 2020
|
Centaurus Financial, Inc.
|
SELL
|
- |
-850Closed |
$8.7K - $13.3K
|
0
$0
|
|
|
Apr 17, 2020
Q1 2020
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-1.59KClosed |
$16.3K - $24.9K
|
0
$0
|
|
|
Apr 15, 2020
Q1 2020
|
Pacifica Partners Inc.
|
SELL
|
- |
-169Closed |
$1.73K - $2.64K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 30, 2020
Q4 2019
|
Litman Gregory Wealth Management LLC
|
SELL
|
- |
-45Closed |
$600 - $673
|
0
$0
|
|
|
Jan 30, 2020
Q4 2019
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-18.2KClosed |
$243K - $273K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 12, 2019
Q3 2019
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-140Closed |
$1.85K - $1.99K
|
0
$0
|
|
|
Oct 15, 2019
Q3 2019
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 12, 2019
Q2 2019
|
Exane Derivatives
|
SELL
|
- |
-3KClosed |
$37.9K - $40.8K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 07, 2019
Q4 2018
|
Jnba Financial Advisors
|
SELL
|
- |
-675Closed |
$7.21K - $8.98K
|
0
$0
|
|