Institutional Ownership Barclays Bank PLC (CAPE)
This table provides information about the institutional ownership of Barclays Bank PLC (CAPE). We have compiled data on the 40 institutions that hold shares in the stock, with a total of 8.65 Million shares, which have been reported (via 13F filing form) to have a value of $259 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,268,889
shares
|
$67.9 Million
0.01% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Waddell & Associates, LLC
|
Feb 13, 2025 Q4 2024 |
1,969,289
shares
|
$58.9 Million
6.06% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Straightline Group LLC
Troy, MI |
Feb 13, 2025 Q4 2024 |
1,009,918
shares
|
$30.2 Million
19.83% of portfolio
|
Q4 2024
New holding
|
|
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
Feb 12, 2025 Q4 2024 |
866,211
shares
|
$25.9 Million
10.59% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Evensky & Katz LLC
|
Feb 13, 2025 Q4 2024 |
579,390
shares
|
$17.3 Million
1.14% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
279,300
shares
|
$8.35 Million
0.17% of portfolio
|
Q4 2024
Added 99.06%
|
|
|
Santori & Peters, Inc.
|
Apr 24, 2025 Q1 2025 |
257,690
shares
|
$7.71 Million
3.17% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
215,569
shares
|
$6.45 Million
0.36% of portfolio
|
Q4 2024
Reduced 0.34%
|
|
|
Clear Point Advisors Inc.
Melville, NY |
Apr 21, 2025 Q1 2025 |
167,108
shares
|
$5 Million
4.57% of portfolio
|
Q1 2025
Reduced 19.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
122,814
shares
|
$3.67 Million
0.01% of portfolio
|
Q1 2025
Added 2.07%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Apr 10, 2025 Q1 2025 |
113,913
shares
|
$3.41 Million
1.51% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
Socha Financial Group, LLC
Corning, NY |
Apr 25, 2025 Q1 2025 |
113,347
shares
|
$3.39 Million
1.68% of portfolio
|
Q1 2025
Reduced 50.36%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
100,649
shares
|
$3.01 Million
0.0% of portfolio
|
Q4 2024
Added 368.09%
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
95,480
shares
|
$2.86 Million
0.0% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
84,408
shares
|
$2.52 Million
0.05% of portfolio
|
Q1 2025
Reduced 8.07%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
79,139
shares
|
$2.37 Million
0.21% of portfolio
|
Q1 2025
Reduced 2.54%
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
65,800
shares
|
$1.97 Million
0.08% of portfolio
|
Q1 2025
Added 125.34%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
38,983
shares
|
$1.17 Million
0.0% of portfolio
|
Q4 2024
Reduced 56.25%
|
|
|
Southeast Asset Advisors Inc.
Thomasville, GA |
Feb 13, 2025 Q4 2024 |
33,597
shares
|
$1 Million
0.13% of portfolio
|
Q4 2022
New holding
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Feb 21, 2025 Q4 2024 |
28,871
shares
|
$863,531
0.0% of portfolio
|
Q4 2024
Added 0.02%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
27,941
shares
|
$835,715
0.0% of portfolio
|
Q4 2024
Added 45.22%
|
|
|
Avaii Wealth Management, LLC
Appleton, WI |
Apr 16, 2025 Q1 2025 |
24,161
shares
|
$722,655
0.43% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
22,814
shares
|
$682,366
0.02% of portfolio
|
Q4 2024
Added 9.97%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
16,417
shares
|
$491,032
0.0% of portfolio
|
Q4 2024
Added 7.89%
|
|
|
Pettinga Financial Advisors, LLC
|
Feb 18, 2025 Q4 2024 |
16,300
shares
|
$487,533
0.11% of portfolio
|
Q4 2024
New holding
|