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 |
|---|---|---|---|---|---|---|---|
|
Feb 18, 2025
Q4 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
16.3KNew |
$473K - $522K
|
16.3K
$515K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.05K+ 5.3% |
$176K - $194K
|
120K
$3.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-50.1K- 56.25% |
$1.46M - $1.61M
|
39K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
2.38K+ 0.1% |
$69.1K - $76.2K
|
2.27M
$71.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-140- 4.02% |
$4.07K - $4.49K
|
3.35K
$106K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
168New |
$4.88K - $5.38K
|
168
$5.31K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
1.2K+ 7.89% |
$34.8K - $38.5K
|
16.4K
$519K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
79.1K+ 368.09% |
$2.3M - $2.54M
|
101K
$3.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.29K- 1.33% |
$37.3K - $41.2K
|
95.5K
$3.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
326New |
$9.47K - $10.4K
|
326
$10.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Straightline Group LLC
Troy, MI |
BUY
|
- |
1.01MNew |
$29.3M - $32.4M
|
1.01M
$31.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-4.62K- 0.23% |
$134K - $148K
|
1.97M
$62.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Francois Rochon
Giverny Capital Inc. | Montreal, A8
|
BUY
|
- |
10.6KNew |
$309K - $341K
|
10.6K
$337K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
7+ 0.02% |
$203 - $224
|
28.9K
$913K
|
|
|
Feb 13, 2025
Q4 2024
|
Evensky & Katz LLC
|
SELL
|
- |
-11.8K- 1.99% |
$342K - $377K
|
579K
$18.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.68K- 14.62% |
$48.8K - $53.9K
|
9.82K
$310K
|
|
|
Feb 12, 2025
Q4 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
12.6K+ 1.47% |
$365K - $403K
|
866K
$27.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
750+ 150.0% |
$21.8K - $24K
|
1.25K
$39.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
145New |
$4.21K - $4.65K
|
145
$4.58K
|
|
|
Feb 06, 2025
Q4 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.07K+ 9.97% |
$60.1K - $66.3K
|
22.8K
$721K
|
|
|
Feb 05, 2025
Q4 2024
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
15+ 0.72% |
$436 - $481
|
2.11K
$66.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-5.24K- 38.97% |
$152K - $168K
|
8.21K
$259K
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-9.17K- 4.22% |
$266K - $294K
|
208K
$6.58M
|
|
|
Jan 30, 2025
Q4 2024
|
Csenge Advisory Group
|
SELL
|
- |
-729- 0.34% |
$21.2K - $23.4K
|
216K
$6.82M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
142+ 0.95% |
$4.12K - $4.55K
|
15.2K
$479K
|
|
|
Jan 28, 2025
Q4 2024
|
Santori & Peters, Inc.
|
BUY
|
- |
3.24K+ 1.22% |
$94.1K - $104K
|
268K
$8.48M
|
|
|
Jan 27, 2025
Q4 2024
|
Socha Financial Group, LLC
Corning, NY |
SELL
|
- |
-1.62M- 87.67% |
$47.1M - $52M
|
228K
$7.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
8.7K+ 45.22% |
$253K - $279K
|
27.9K
$883K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
139K+ 99.06% |
$4.04M - $4.45M
|
279K
$8.83M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
16.1K+ 122.9% |
$468K - $516K
|
29.2K
$923K
|
|
|
Jan 21, 2025
Q4 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
142+ 0.59% |
$4.12K - $4.55K
|
24.2K
$765K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
3.22K+ 3.05% |
$93.4K - $103K
|
109K
$3.44M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
3.82K+ 4.34% |
$111K - $122K
|
91.8K
$2.9M
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.32M- 96.62% |
$67.4M - $74.4M
|
81.2K
$2.57M
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
500New |
$13.5K - $14.8K
|
500
$15.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
379New |
$10.3K - $11.2K
|
379
$12K
|
|
|
Nov 12, 2024
Q3 2024
|
Stone X Group Inc.
|
SELL
|
- |
-2K- 11.16% |
$54K - $59.2K
|
15.9K
$503K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
26.5K+ 35.63% |
$718K - $787K
|
101K
$3.2M
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
7.05KNew |
$191K - $209K
|
7.05K
$223K
|
|
|
Oct 18, 2024
Q3 2024
|
Old National Bancorp
|
BUY
|
- |
21KNew |
$568K - $622K
|
21K
$664K
|
|
| Q2 2024 | |||||||
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
7.8KNew |
$205K - $217K
|
7.8K
$247K
|
|
|
Aug 14, 2024
Q2 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
14.4KNew |
$378K - $400K
|
14.4K
$454K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-49- 0.51% |
$1.26K - $1.37K
|
9.61K
$304K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-15.4K- 54.01% |
$398K - $432K
|
13.1K
$415K
|
|
|
Apr 15, 2024
Q1 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-48.6K- 36.06% |
$1.25M - $1.36M
|
86.2K
$2.72M
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
236New |
$5.36K - $6.3K
|
236
$7.46K
|
|
| Q3 2023 | |||||||
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
BUY
|
- |
1KNew |
$23.6K - $25.4K
|
1K
$31.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
BUY
|
- |
500New |
$11.8K - $12.7K
|
500
$15.8K
|
|
| Q2 2023 | |||||||
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
146New |
$3.21K - $3.58K
|
146
$4.62K
|
|