Latest Institutional Transactions on Barclays Bank PLC (CAPE)
This table provides information on the latest institutional transactions involving Barclays Bank PLC (CAPE) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2025
Q2 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
93.6KNew |
$2.55M - $2.98M
|
93.6K
$3.01M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
4K+ 2.39% |
$109K - $127K
|
171K
$5.5M
|
|
|
Jul 15, 2025
Q2 2025
|
Santori & Peters, Inc.
|
SELL
|
- |
-1.89K- 0.73% |
$51.5K - $60.1K
|
256K
$8.23M
|
|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
917+ 3.8% |
$25K - $29.2K
|
25.1K
$807K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
6.18K+ 5.42% |
$168K - $196K
|
120K
$3.86M
|
|
| Q1 2025 | |||||||
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
4.27KNew |
$126K - $135K
|
4.27K
$137K
|
|
|
May 15, 2025
Q1 2025
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-284- 1.24% |
$8.35K - $8.98K
|
22.5K
$725K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.42K+ 1.41% |
$41.6K - $44.7K
|
102K
$3.28M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.9K- 19.39% |
$56K - $60.2K
|
7.91K
$255K
|
|
|
May 15, 2025
Q1 2025
|
Straightline Group LLC
Troy, MI |
SELL
|
- |
-48.9K- 4.84% |
$1.44M - $1.54M
|
961K
$30.9M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-500- 14.94% |
$14.7K - $15.8K
|
2.85K
$91.6K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-1.5K- 5.37% |
$44.1K - $47.4K
|
26.4K
$851K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
54.4K+ 139.52% |
$1.6M - $1.72M
|
93.4K
$3M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-47- 0.16% |
$1.38K - $1.49K
|
28.8K
$927K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.81KNew |
$200K - $215K
|
6.81K
$219K
|
|
|
May 13, 2025
Q1 2025
|
Evensky & Katz LLC
|
SELL
|
- |
-24.1K- 4.16% |
$708K - $762K
|
555K
$17.9M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
5.25K+ 5.5% |
$154K - $166K
|
101K
$3.24M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
SELL
|
- |
-1.96M- 86.34% |
$57.6M - $61.9M
|
310K
$9.97M
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.77K+ 731.13% |
$81.5K - $87.6K
|
3.15K
$101K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
112KNew |
$3.31M - $3.56M
|
112K
$3.62M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
6.41K+ 2.3% |
$189K - $203K
|
286K
$9.19M
|
|
|
May 07, 2025
Q1 2025
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1.74K+ 0.2% |
$51.2K - $55.1K
|
868K
$27.9M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-143- 98.62% |
$4.21K - $4.52K
|
2
$64.3
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
SELL
|
- |
-109K- 50.64% |
$3.21M - $3.45M
|
106K
$3.42M
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
559+ 3.69% |
$16.4K - $17.7K
|
15.7K
$505K
|
|
|
Apr 25, 2025
Q1 2025
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-115K- 50.36% |
$3.38M - $3.64M
|
113K
$3.65M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-557- 6.79% |
$16.4K - $17.6K
|
7.65K
$246K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
500New |
$14.7K - $15.8K
|
500
$16.1K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.06K- 2.54% |
$60.6K - $65.1K
|
79.1K
$2.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
2.49K+ 2.07% |
$73.1K - $78.6K
|
123K
$3.95M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
36.6K+ 125.34% |
$1.08M - $1.16M
|
65.8K
$2.12M
|
|
| Q4 2024 | |||||||
|
May 14, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-13K- 0.65% |
$377K - $416K
|
1.97M
$63.4M
|
|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
16.3KNew |
$473K - $522K
|
16.3K
$524K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.2K+ 7.89% |
$34.8K - $38.5K
|
16.4K
$528K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
168New |
$4.88K - $5.38K
|
168
$5.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
10.6KNew |
$309K - $341K
|
10.6K
$342K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
326New |
$9.47K - $10.4K
|
326
$10.5K
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
750+ 150.0% |
$21.8K - $24K
|
1.25K
$40.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
15+ 0.72% |
$436 - $481
|
2.11K
$67.9K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
500New |
$13.5K - $14.8K
|
500
$16.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-2K- 11.16% |
$54K - $59.2K
|
15.9K
$512K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.05KNew |
$191K - $209K
|
7.05K
$227K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
21KNew |
$568K - $622K
|
21K
$675K
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.8KNew |
$205K - $217K
|
7.8K
$251K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.4KNew |
$378K - $400K
|
14.4K
$462K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-49- 0.51% |
$1.26K - $1.37K
|
9.61K
$309K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.4K- 54.01% |
$398K - $432K
|
13.1K
$422K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-48.6K- 36.06% |
$1.25M - $1.36M
|
86.2K
$2.77M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
236New |
$5.36K - $6.3K
|
236
$7.59K
|
|