Purchases and Sales Made in Q4 2023 in Barclays Bank PLC (DJP)
This table provides information about the institutional ownership of Barclays Bank PLC (DJP) during Q4 2023. The information is specifically focused on institutions that hold shares of BARCLAYS BANK PLC.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
BUY
|
- |
239K+ 141.45% |
$7.06M - $7.84M
|
408K
$13.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
201K+ 461.6% |
$5.95M - $6.61M
|
245K
$7.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
186KNew |
$5.5M - $6.11M
|
186K
$6.02M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
183K+ 363.68% |
$5.41M - $6M
|
233K
$7.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
177K+ 314.3% |
$5.23M - $5.81M
|
233K
$7.54M
|
|
|
Feb 13, 2024
Q4 2023
|
Forefront Analytics, LLC
West Conshohocken, PA |
BUY
|
- |
173K+ 326.69% |
$5.12M - $5.68M
|
226K
$7.31M
|
|
|
Jan 18, 2024
Q4 2023
|
Green Square Capital Advisors LLC
|
BUY
|
- |
144KNew |
$4.24M - $4.71M
|
144K
$4.64M
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
BUY
|
- |
114K+ 86.33% |
$3.37M - $3.74M
|
246K
$7.95M
|
|
|
Jan 17, 2024
Q4 2023
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
103KNew |
$3.03M - $3.37M
|
103K
$3.31M
|
|
|
Jan 10, 2024
Q4 2023
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
74.4KNew |
$2.2M - $2.44M
|
74.4K
$2.4M
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
58.8KNew |
$1.74M - $1.93M
|
58.8K
$1.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
44.8KNew |
$1.32M - $1.47M
|
44.8K
$1.45M
|
|
|
Jan 11, 2024
Q4 2023
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
42.5K+ 161.43% |
$1.26M - $1.39M
|
68.8K
$2.22M
|
|
|
May 06, 2024
Q4 2023
|
Camelot Technology Advisors, Inc.
San Francisco, CA |
BUY
|
- |
24.5KNew |
$723K - $803K
|
24.5K
$791K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24.1K+ 45.27% |
$712K - $790K
|
77.3K
$2.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
21.4K+ 89.8% |
$633K - $703K
|
45.3K
$1.46M
|
|
|
Jan 12, 2024
Q4 2023
|
Topel & Distasi Wealth Management, LLC
|
BUY
|
- |
18.6K+ 154.23% |
$548K - $609K
|
30.6K
$988K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
12.2K+ 30.24% |
$359K - $399K
|
52.4K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
11.9KNew |
$352K - $391K
|
11.9K
$384K
|
|
|
Jan 31, 2024
Q4 2023
|
Mont Vue Capital Management, Inc.
Lynchburg, VA |
BUY
|
- |
10.9KNew |
$323K - $359K
|
10.9K
$353K
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
7.49KNew |
$221K - $246K
|
7.49K
$242K
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
5.38K+ 4.87% |
$159K - $176K
|
116K
$3.74M
|
|
|
Jan 16, 2024
Q4 2023
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
3.68KNew |
$109K - $121K
|
3.68K
$119K
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
3.06K+ 1.7% |
$90.3K - $100K
|
183K
$5.92M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3.04K+ 2.38% |
$89.9K - $99.9K
|
131K
$4.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.91K+ 2.47% |
$85.9K - $95.4K
|
121K
$3.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
2.57K+ 1.62% |
$75.8K - $84.2K
|
161K
$5.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.52K+ 1.59% |
$74.3K - $82.5K
|
161K
$5.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.77K+ 9.29% |
$52.2K - $58K
|
20.8K
$672K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
1.56KNew |
$46.2K - $51.3K
|
1.56K
$50.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.33K+ 17.0% |
$39.1K - $43.5K
|
9.12K
$295K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.16K+ 8.68% |
$34.1K - $37.9K
|
14.5K
$467K
|
|
|
Jan 18, 2024
Q4 2023
|
Peak Financial Management, Inc.
|
BUY
|
- |
1.08K+ 2.77% |
$31.8K - $35.3K
|
39.8K
$1.29M
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
983+ 5.3% |
$29K - $32.3K
|
19.5K
$631K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
797+ 9.27% |
$23.5K - $26.1K
|
9.4K
$303K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
679+ 7.78% |
$20.1K - $22.3K
|
9.41K
$304K
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
619+ 2.17% |
$18.3K - $20.3K
|
29.2K
$942K
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
619+ 2.17% |
$18.3K - $20.3K
|
29.2K
$942K
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
497+ 3.89% |
$14.7K - $16.3K
|
13.3K
$429K
|
|
|
Jan 11, 2024
Q4 2023
|
Rockland Trust CO
|
BUY
|
- |
433+ 6.87% |
$12.8K - $14.2K
|
6.73K
$217K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
400New |
$11.8K - $13.1K
|
400
$12.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
383+ 4.89% |
$11.3K - $12.6K
|
8.22K
$265K
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
231New |
$6.82K - $7.58K
|
231
$7.46K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
143New |
$4.22K - $4.69K
|
143
$4.62K
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
39+ 0.75% |
$1.15K - $1.28K
|
5.27K
$170K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
31+ 0.1% |
$916 - $1.02K
|
32.6K
$1.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
19New |
$561 - $623
|
19
$614
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
18New |
$532 - $591
|
18
$581
|
|
|
Jan 30, 2024
Q4 2023
|
Bear Mountain Capital, Inc.
Seattle, WA |
BUY
|
- |
6New |
$177 - $197
|
6
$194
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-9- 0.05% |
$266 - $295
|
19.7K
$635K
|