BARCLAYS BANK PLC (CAPD)
Institutional ownership reported to the SEC as of Q3 2022, across 16 quarters.
52
Reporting holders
$66.3M
Reported value
0.0%
Held as options
-4
Holder change
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| Heritage Trust Co | $8.4M | 459,094 | 1.47% | 11q | -21.1%-$2.2M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $5.8M | 319,622 | 0.00% | 2q | +425.7%+$4.7M |
| ROYAL BANK OF CANADA | $5.0M | 272,955 | 0.00% | 16q | HELD |
| JANE STREET GROUP, LLC | $4.9M | 266,807 | 0.00% | 2q | +141.2%+$2.9M |
| COMMONWEALTH EQUITY SERVICES, LLC | $4.4M | 241,140 | 0.01% | 16q | -34.8%-$2.4M |
| Santori & Peters, Inc. | $4.3M | 233,272 | 2.87% | 16q | -1.6%-$69.3K |
| Argent Trust Co | $4.2M | 227,441 | 0.30% | 17q | -5.7%-$253.3K |
| LPL Financial LLC | $3.2M | 175,476 | 0.00% | 16q | -31.7%-$1.5M |
| Accel Wealth Management | $2.7M | 139,559 | 1.43% | 8q | -12.5%-$382.0K |
| ADVISOR GROUP HOLDINGS, INC. | $2.4M | 129,986 | 0.01% | 11q | -9.2%-$242.2K |
| Csenge Advisory Group | $2.2M | 120,396 | 0.18% | 2q | -44.8%-$1.8M |
| HighTower Advisors, LLC | $1.8M | 99,290 | 0.00% | 16q | -1.2%-$21.8K |
| Western Wealth Management, LLC | $1.6M | 86,878 | 0.09% | 15q | +0.6%+$8.7K |
| MML INVESTORS SERVICES, LLC | $1.3M | 69,665 | 0.01% | 10q | +4.9%+$59.1K |
| Capital Investment Advisors, LLC | $1.3M | 69,136 | 0.04% | 16q | HELD |
| Cetera Advisor Networks LLC | $1.2M | 67,598 | 0.02% | 6q | +9.1%+$102.9K |
| Future Financial Wealth Managment LLC | $1.2M | 65,973 | 1.42% | 8q | +2.5%+$30.0K |
| ENVESTNET ASSET MANAGEMENT INC | $1.2M | 65,166 | 0.00% | 9q | +1.5%+$17.2K |
| CIBC WORLD MARKET INC. | $1.2M | 64,268 | 0.00% | 13q | +7.8%+$85.0K |
| Bridgewater Advisors Inc. | $937.0K | 51,250 | 0.26% | new | NEW |
| StoneX Group Inc. | $626.0K | 34,226 | 0.09% | 16q | -6.2%-$41.4K |
| Evensky & Katz LLC | $575.0K | 31,442 | 0.07% | 16q | -35.8%-$320.5K |
| Financial Enhancement Group LLC | $559.0K | 30,567 | 0.13% | 16q | HELD |
| Wealthcare Advisory Partners LLC | $554.0K | 30,296 | 0.03% | 8q | -14.0%-$90.4K |
| Red Door Wealth Management, LLC | $499.0K | 27,300 | 0.19% | 3q | HELD |
| Equitable Holdings, Inc. | $473.0K | 25,888 | 0.01% | 3q | -49.7%-$468.0K |
| Cetera Advisors LLC | $438.0K | 23,922 | 0.01% | 5q | -1.4%-$6.4K |
| Coastal Investment Advisors, Inc. | $386.0K | 21,101 | 0.10% | 5q | HELD |
| Transform Wealth, LLC | $342.0K | 18,701 | 0.04% | 5q | -39.7%-$224.8K |
| NORTHERN TRUST CORP | $279.0K | 15,230 | 0.00% | 6q | HELD |
| Armor Investment Advisors, LLC | $278.0K | 15,200 | 0.19% | 15q | -2.3%-$6.6K |
| Mariner, LLC | $263.0K | 14,400 | 0.00% | 2q | HELD |
| AVANTAX ADVISORY SERVICES, INC. | $245.0K | 13,405 | 0.00% | 10q | HELD |
| Dana Investment Advisors, Inc. | $217.0K | 11,853 | 0.01% | 4q | HELD |
| Cambridge Investment Research Advisors, Inc. | $190.0K | 10,408 | 0.00% | 8q | -98.8%-$16.0M |
| Sugarloaf Wealth Management, LLC | $185.0K | 10,100 | 0.05% | 9q | HELD |
| Baird Financial Group, Inc. | $183.0K | 10,000 | 0.00% | new | NEW |
| Laffer Tengler Investments | $160.4K | 8,770 | 0.06% | 5q | HELD |
| MORGAN STANLEY | $149.0K | 8,120 | 0.00% | 8q | HELD |
| UBS Group AG | $131.0K | 7,171 | 0.00% | new | NEW |
| CREATIVE FINANCIAL DESIGNS INC /ADV | $86.0K | 4,700 | 0.01% | 15q | HELD |
| Ancora Advisors, LLC | $82.0K | 4,500 | 0.00% | 12q | HELD |
| PRIVATE TRUST CO NA | $73.0K | 4,000 | 0.01% | 2q | HELD |
| Ellis Investment Partners, LLC | $52.0K | 2,850 | 0.01% | 12q | HELD |
| CWM, LLC | $37.0K | 2,040 | 0.00% | 15q | HELD |
| WHITTIER TRUST CO | $27.0K | 1,500 | 0.00% | 4q | HELD |
| BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC | $10.0K | 565 | 0.00% | 4q | -77.1%-$33.6K |
| Retirement Group, LLC | $7.0K | 390 | 0.01% | 11q | -54.7%-$8.4K |
| IAG Wealth Partners, LLC | $7.0K | 370 | 0.00% | new | NEW |
| Parallel Advisors, LLC | $4.0K | 200 | 0.00% | 8q | HELD |
| TD Capital Management LLC | $3.0K | 160 | 0.00% | new | NEW |
| IFP Advisors, Inc | $2.0K | 17 | 0.00% | 3q | HELD |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2022 | 52 | $66.3M | 3,614,364 | 5 | 8 | 19 | 0.0% |
| Q2 2022 | 56 | $87.4M | 4,659,613 | 7 | 11 | 15 | 0.0% |
| Q1 2022 | 62 | $229.2M | 10,287,096 | 5 | 20 | 20 | 0.0% |
| Q4 2021 | 60 | $239.0M | 10,505,354 | 10 | 22 | 9 | 0.0% |
| Q3 2021 | 45 | $151.4M | 7,184,554 | 5 | 16 | 8 | 0.0% |
| Q2 2021 | 45 | $138.4M | 6,603,242 | 7 | 36 | 1 | 0.0% |
| Q1 2021 | 41 | $143.0M | 749,409 | 2 | 18 | 10 | 0.0% |
| Q4 2020 | 44 | $105.4M | 593,908 | 5 | 14 | 5 | 0.0% |
| Q3 2020 | 38 | $79.1M | 509,044 | 10 | 7 | 9 | 0.0% |
| Q2 2020 | 34 | $71.1M | 503,518 | 3 | 12 | 8 | 0.0% |
| Q1 2020 | 35 | $54.6M | 466,098 | 3 | 9 | 8 | 0.0% |
| Q4 2019 | 44 | $57.5M | 387,396 | 8 | 11 | 10 | 0.0% |
| Q3 2019 | 35 | $41.1M | 301,483 | 2 | 12 | 5 | 0.0% |
| Q2 2019 | 34 | $35.9M | 266,699 | 3 | 9 | 9 | 0.0% |
| Q1 2019 | 35 | $41.8M | 322,693 | 7 | 10 | 10 | 0.0% |
| Q4 2018 | 30 | $39.1M | 347,273 | 0 | 1 | 0 | 0.0% |