Peak Financial Management, Inc. - BARCLAYS BK PLC ownership

BARCLAYS BK PLC's ticker is DJP and the CUSIP is 06738C778. A total of 138 filers reported holding BARCLAYS BK PLC in Q3 2023. The put-call ratio across all filers is 0.01 and the average weighting 0.3%.

Quarter-by-quarter ownership
Peak Financial Management, Inc. ownership history of BARCLAYS BK PLC
ValueSharesWeighting
Q3 2023$1,245,136
+4.0%
38,741
-1.1%
0.45%
+6.3%
Q2 2023$1,197,457
+1.8%
39,171
+5.2%
0.43%
-2.7%
Q1 2023$1,176,601
-11.9%
37,246
-6.0%
0.44%
-16.6%
Q4 2022$1,335,961
+10.4%
39,631
+7.8%
0.52%
+4.0%
Q3 2022$1,210,000
-5.5%
36,7760.0%0.50%
+2.6%
Q2 2022$1,280,000
-6.0%
36,776
-0.3%
0.49%
+7.9%
Q1 2022$1,362,000
+21.2%
36,891
-5.8%
0.46%
+25.3%
Q4 2021$1,124,000
+26.9%
39,176
+29.4%
0.36%
+21.3%
Q3 2021$886,000
+7.5%
30,2810.0%0.30%
+7.1%
Q2 2021$824,000
+15.1%
30,2810.0%0.28%
+8.1%
Q1 2021$716,000
+4.4%
30,281
-3.4%
0.26%
+0.4%
Q4 2020$686,000
+57.0%
31,331
+39.6%
0.26%
+36.5%
Q3 2020$437,000
+5.3%
22,447
-4.8%
0.19%
-3.1%
Q2 2020$415,000
+2.5%
23,567
-3.8%
0.20%
-5.8%
Q1 2020$405,000
-87.7%
24,503
-83.1%
0.21%
-70.6%
Q4 2019$3,304,000
+381.6%
144,670
+360.3%
0.70%
+363.8%
Q3 2019$686,000
+68.6%
31,430
+71.6%
0.15%
-16.9%
Q2 2019$407,000
-57.6%
18,320
-56.8%
0.18%
-17.2%
Q1 2019$960,000
+76.8%
42,360
+65.5%
0.22%
-17.2%
Q4 2018$543,00025,5900.27%
Other shareholders
BARCLAYS BK PLC shareholders Q3 2023
NameSharesValueWeighting ↓
GPWM LLC 199,767$5,733,0004.79%
DIMENSION CAPITAL MANAGEMENT LLC 816,572$23,436,0004.40%
Advisory Services & Investments, LLC 187,811$5,390,0003.45%
MorganRosel Wealth Management, LLC 179,744$5,159,0002.51%
ACIMA PRIVATE WEALTH, LLC 143,415$4,116,0001.77%
OSBORNE PARTNERS CAPITAL MANAGEMENT, LLC 766,352$21,994,0001.60%
RiverGlades Family Offices LLC 70,405$2,021,0001.46%
Legend Financial Advisors, Inc. 65,154$1,870,0001.30%
Aprio Wealth Management, LLC 108,335$3,109,0001.30%
Janney Capital Management LLC 662,720$19,020,0001.24%
View complete list of BARCLAYS BK PLC shareholders