Institutional Ownership Barclays Bank PLC (DJP)
This table provides information about the institutional ownership of Barclays Bank PLC (DJP). We have compiled data on the 145 institutions that hold shares in the stock, with a total of 8.9 Million shares, which have been reported (via 13F filing form) to have a value of $287 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Engrave Wealth Partners LLC
|
Jan 16, 2024 Q4 2023 |
58,816
shares
|
$1.9 Million
0.51% of portfolio
|
Q4 2023
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Feb 10, 2025 Q4 2024 |
56,583
shares
|
$1.83 Million
0.01% of portfolio
|
Q4 2024
Reduced 19.19%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
56,043
shares
|
$1.81 Million
0.0% of portfolio
|
Q4 2024
Added 6.52%
|
|
|
Nvwm, LLC
|
Jan 27, 2025 Q4 2024 |
53,582
shares
|
$1.73 Million
0.46% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Sagace Wealth Management LLC
St. Petersburg, FL |
Jan 14, 2025 Q4 2024 |
47,683
shares
|
$1.54 Million
1.14% of portfolio
|
Q4 2024
Added 13.97%
|
|
|
Peak Financial Management, Inc.
|
Jan 21, 2025 Q4 2024 |
43,121
shares
|
$1.39 Million
0.42% of portfolio
|
Q4 2024
Added 1.66%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
37,811
shares
|
$1.22 Million
0.71% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
35,793
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
Added 162.37%
|
|
|
Topel & Distasi Wealth Management, LLC
|
Jan 30, 2025 Q4 2024 |
35,071
shares
|
$1.13 Million
0.48% of portfolio
|
Q2 2024
Reduced 6.21%
|
|
|
Croban
Fremont, OH |
Feb 07, 2025 Q4 2023 |
32,372
shares
|
$1.05 Million
1.03% of portfolio
|
Q4 2023
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
31,485
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.65%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
30,917
shares
|
$998,619
0.0% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
29,761
shares
|
$961,280
0.03% of portfolio
|
Q4 2024
Reduced 8.19%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
29,410
shares
|
$949,942
0.0% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
28,786
shares
|
$929,787
0.01% of portfolio
|
Q4 2024
Reduced 70.86%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Feb 11, 2025 Q4 2024 |
28,758
shares
|
$928,883
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
28,714
shares
|
$927,462
0.0% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
27,408
shares
|
$885,278
0.0% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
26,998
shares
|
$872,035
0.1% of portfolio
|
Q4 2024
Added 2.94%
|
|
|
Jtc Employer Solutions Trustee LTD
|
Jan 13, 2025 Q4 2024 |
22,690
shares
|
$732,886
0.05% of portfolio
|
Q3 2022
Added 243.79%
|
|
|
Slow Capital, Inc.
|
Jan 22, 2025 Q4 2024 |
22,352
shares
|
$721,969
0.1% of portfolio
|
Q4 2024
Added 1.07%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
22,000
shares
|
$710,599
0.02% of portfolio
|
Q3 2020
New holding
|
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jan 22, 2025 Q4 2024 |
21,723
shares
|
$701,652
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Personal Capital Advisors Corp
|
Feb 14, 2023 Q4 2022 |
21,622
shares
|
$698,390
0.0% of portfolio
|
Q4 2022
Reduced 54.02%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
21,560
shares
|
$696,387
0.02% of portfolio
|
Q2 2024
Added 6.68%
|