Public record / Tickers / NWG

NWG — NatWest Group plc†

Both disclosure regimes on one name: who in Congress filed about NWG, which institutions reported holding it. Each section keeps its own clock — congressional trades on the 45-day PTR clock, 13F holdings as quarter-end snapshots.

Congress txns
9
all PTR rows naming NWG
Members · 12m
0
0 buys · 0 sells · by trade date
Latest PTR
10-22
filed 2025-10-22
13F holders
351
top-351 slice · 2026-03-31
Congress = transactions in statutory ranges, 45-day lag · Institutions = quarter-end positions, 45-day lagas of 2026-10-01 13:54 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $15.0K–$50.0K

SELL · traded 2023-07-10 → filed 2023-08-13. Ranked over every NWG row by the provable lower bound, never a point estimate.

No member disclosed NWG in the trailing 12 months

Counts of disclosures by trade date, not dollars — ranges cannot be netted across members. Flow ranges per member are in the table below.

2 rows filed past the 45-day window

Late disclosure is stated on the row, never editorialised. Both dates and the receipt stay on every row.

Congress · disclosure timeline

TRADE DATES · 24M · ▲ BUY ▼ SELL · HEIGHT = LOG LOWER BOUND

6 dated disclosures in the window, placed by trade date; magnitudes are the disclosed lower bounds.

Trade date, not filing date — the lag lives in the table below. 6 rows placed.

PLANNED institutional holder flow by quarter

Congressional disclosures

ALL PTR ROWS NAMING NWG · SORTED FILED ↓ · STATUTORY RANGES · FILED ≤45D LATEfull congressional view ↗
Latest congressional filings mentioning NWG
FiledMemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-22Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 09-11 +41d$1K–$15K
2025-09-12Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 08-13 +30d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9SELL SP (spouse-owned)Traded 06-24 LATE·50d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9BUY SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2025-05-12Bruce Westerman R–AR-4SELLTraded 04-21 +21d$1K–$15K
Each row shows the trade date and the filing date; the gap between them is the disclosure lag.all 9 ↗

Members active in NWG

12M · NET LOWER BOUND · COMMITTEES AS OF TRADE DATE · SNAPSHOT 2026-10-01

No member disclosed NWG in the trailing 12 months.

Congress ↔ notable managers · NWG

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers
0 — —
Sellers
0 — —

filed 2026-07-03 → 2026-10-01 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding
0 — $0 held
Trimming
1 Bridgewater Associates $3.4M held

NEW + ADD vs TRIM + EXIT, by shares · $ = reported value now, not the change · NATWEST GROUP PLC

Merged timeline of congressional filings and notable-manager moves on NWG
DateWhoChangeSize
2026-05-15Bridgewater Associates 13FTRIM−291,681 sh

1 newest rows · every row dates by its filing date: a disclosure's, or the 13F's for the quarter · a 13F row is a quarter-end snapshot, not a trade

Institutional holders · 13F · Quarter ended 2026-03-31 · longs only

Top institutional holders of NWG for quarter 2026-03-31
#FilerValueSecuritiesFlagsSrc
1FMR LLC$217M1
2Capital International Investors$183M1
3MORGAN STANLEY$125M1
4BANK OF AMERICA CORP /DE/$104M1
5Clearbridge Investments, LLC$76.8M1
6NORTHERN TRUST CORP$75.5M1
7DIMENSIONAL FUND ADVISORS LP$74.6M1
8TODD ASSET MANAGEMENT LLC$58.3M1
9RAYMOND JAMES FINANCIAL INC$53.7M1
10ENVESTNET ASSET MANAGEMENT INC$47.4M1
11CAUSEWAY CAPITAL MANAGEMENT LLC$44.5M1
12ROYAL BANK OF CANADA$43.4M1
13BlackRock, Inc.$42.2M1
14AMERICAN CENTURY COMPANIES INC$37.6M1
15WELLS FARGO & COMPANY/MN$35.3M1
16MASSACHUSETTS FINANCIAL SERVICES CO /MA/$34.0M1
17JANE STREET GROUP, LLC$32.9M1
18CIBC WORLD MARKET INC.$26.9M1
19MILLENNIUM MANAGEMENT LLC$26.1M1
20O'SHAUGHNESSY ASSET MANAGEMENT, LLC$19.9M1
21UBS Group AG$17.1M1
22AQR CAPITAL MANAGEMENT LLC$16.7M1
23Quantinno Capital Management LP$13.3M1
24ARROWSTREET CAPITAL, LIMITED PARTNERSHIP$13.1M1
25UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC$10.2M1
26CHARLES SCHWAB INVESTMENT MANAGEMENT INC$9.6M1
27Pathstone Holdings, LLC$8.7M1
28SEI INVESTMENTS CO$8.4M1
29ALLIANCEBERNSTEIN L.P.$8.0M1
30QRG CAPITAL MANAGEMENT, INC.$7.4M1
31Boston Partners$7.1M1
32LPL Financial LLC$7.1M1
33RITHOLTZ WEALTH MANAGEMENT$6.3M1
34VOLORIDGE INVESTMENT MANAGEMENT, LLC$6.1M1
35Orion Porfolio Solutions, LLC$5.9M1
36STIFEL FINANCIAL CORP$5.9M1
37NewEdge Wealth, LLC$5.8M1
38MERCER GLOBAL ADVISORS INC /ADV$5.8M1
39US BANCORP \DE\$5.4M1
40Qube Research & Technologies Ltd$5.4M1
41EAGLE GLOBAL ADVISORS LLC$5.3M1
42Gradient Investments LLC$4.9M1
43Cerity Partners LLC$4.8M1
44MML INVESTORS SERVICES, LLC$4.6M1
45Vestmark Advisory Solutions, Inc.$4.4M1
46BANK OF MONTREAL /CAN/$4.2M1
47Creative Planning$4.1M1
48Point72 Asset Management, L.P.$4.1M1
49Crossmark Global Holdings, Inc.$4.1M1
50FIRST TRUST ADVISORS LP$4.0M1
51Cetera Investment Advisers$3.9M1
52OPPENHEIMER ASSET MANAGEMENT INC.$3.6M1
53Mariner, LLC$3.5M1
54Bridgewater Associates, LP$3.4M1
55HighTower Advisors, LLC$3.2M1
56WINTON GROUP Ltd$3.1M1
57OLD MISSION CAPITAL LLC$3.1M1
58TWO SIGMA INVESTMENTS, LP$2.9M1
59Aquatic Capital Management LLC$2.8M1
60Sanders Capital, LLC$2.8M1
61Sanctuary Advisors, LLC$2.6M1
62Focus Partners Wealth$2.6M1
63Vanguard Personalized Indexing Management, LLC$2.6M1
64QUADRANT CAPITAL GROUP LLC$2.6M1
65Redhawk Wealth Advisors, Inc.$2.5M1
66Callan Family Office, LLC$2.3M1
67Caprock Group, LLC$2.2M1
68Vident Advisory, LLC$2.2M1
69EVOLVE PRIVATE WEALTH, LLC$2.1M1
70XTX Topco Ltd$2.0M1
71CITIGROUP INC$2.0M1
72BTC Capital Management, Inc.$1.9M1
73Graham Capital Management, L.P.$1.9M1
74Atria Investments, Inc$1.9M1
75&PARTNERS$1.8M1
76Brooklyn Investment Group$1.8M1
77RENAISSANCE TECHNOLOGIES LLC$1.8M1
78Strategic Global Advisors, LLC$1.6M1
79OSAIC HOLDINGS, INC.$1.6M1
80ASSETMARK, INC$1.5M1
81TRUIST FINANCIAL CORP$1.5M1
82Integrated Quantitative Investments LLC$1.5M1
83Qtron Investments LLC$1.4M1
841832 Asset Management L.P.$1.4M1
85Vise Technologies, Inc.$1.4M1
86Engineers Gate Manager LP$1.3M1
87Corient Private Wealth LLC$1.3M1
88Laird Norton Wetherby Trust Company, LLC$1.2M1
89WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$1.2M1
90Rehmann Capital Advisory Group$1.2M1
91Point Nemo Capital, LLC$1.2M1
92FIFTH THIRD BANCORP$1.2M1
93Prosperity Consulting Group, LLC$1.0M1
94IEQ CAPITAL, LLC$1.0M1
95Marks Group Wealth Management, Inc$1.0M1
96Legacy Wealth Asset Management, LLC$1.0M1
97Advisors Asset Management, Inc.$983K1
98Kathmere Capital Management, LLC$971K1
99Prospera Financial Services Inc$970K1
100Schonfeld Strategic Advisors LLC$969K1
101Compound Planning, Inc.$957K1
102SIGNATUREFD, LLC$953K1
103GeoWealth Management, LLC$945K1
104GC Wealth Management RIA, LLC$922K1
105Capital World Investors$909K1
106UNITED CAPITAL FINANCIAL ADVISORS, LLC$900K1
107NewEdge Advisors, LLC$890K1
108EVERGREEN CAPITAL MANAGEMENT LLC$861K1
109GUGGENHEIM CAPITAL LLC$859K1
110OPPENHEIMER & CO INC$854K1
111Aaron Wealth Advisors LLC$840K1
112Naviter Wealth, LLC$840K1
113Blue Trust, Inc.$823K1
114BENJAMIN EDWARDS INC$818K1
115DRW Securities, LLC$783K1
116Gallacher Capital Management LLC$765K1
117RBF Capital, LLC$745K1
118Summit Trail Advisors, LLC$729K1
119Baron Wealth Management LLC$716K1
120Squarepoint Ops LLC$714K1
121Hennion & Walsh Asset Management, Inc.$712K1
122Allspring Global Investments Holdings, LLC$708K1
123KEYBANK NATIONAL ASSOCIATION/OH$698K1
124Goldstone Financial Group, LLC$697K1
125Sequoia Financial Advisors, LLC$693K1
126Sivia Capital Partners, LLC$680K1
127ELEVATION POINT WEALTH PARTNERS, LLC$678K1
128Private Advisor Group, LLC$676K1
129OpenArc Corporate Advisory, LLC$668K1
130CHOREO, LLC$665K1
131Ballentine Partners, LLC$662K1
132Smartleaf Asset Management LLC$656K1
133CSS LLC/IL$618K1
134DAVENPORT & Co LLC$601K1
135Rockefeller Capital Management L.P.$594K1
136D'Orazio & Associates, Inc.$587K1
137Savant Capital, LLC$585K1
138Merit Financial Group, LLC$577K1
139LVW Advisors, LLC$553K1
140M&T BANK CORP$547K1
141Concurrent Investment Advisors, LLC$546K1
142Bleakley Financial Group, LLC$539K1
143COLDSTREAM CAPITAL MANAGEMENT INC$506K1
144Envestnet Portfolio Solutions, Inc.$505K1
145Impact Investors, Inc$494K1
146FRANKLIN RESOURCES INC$483K1
147Farringdon Capital, Ltd.$478K1
148DIVERSIFY WEALTH MANAGEMENT, LLC$452K1
149Janus Henderson Group Ltd.$437K1
150Clearstead Advisors, LLC$428K1
151HB Wealth Management, LLC$423K1
152TD Waterhouse Canada Inc.$415K1
153OneDigital Investment Advisors LLC$411K1
154SAGESPRING WEALTH PARTNERS, LLC$410K1
155Portside Wealth Group, LLC$387K1
156OLD NATIONAL BANCORP /IN/$368K1
157WEALTH ALLIANCE, LLC$354K1
158NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO$352K1
159Pinnacle Wealth Planning Services, Inc.$351K1
160HUB Investment Partners, LLC$350K1
161SYM FINANCIAL Corp$345K1
162QP WEALTH MANAGEMENT, LLC$336K1
163Hardy Reed LLC$332K1
164COMMERCE BANK$330K1
165BLAIR WILLIAM & CO/IL$326K1
166Ascent Group, LLC$325K1
167PRINCIPAL SECURITIES, INC.$325K1
168Dynasty Wealth Management, LLC$315K1
169IHT Wealth Management, LLC$314K1
170Beacon Pointe Advisors, LLC$301K1
171Waverly Advisors, LLC$301K1
172CERTIOR FINANCIAL GROUP, LLC$292K1
173COMMONWEALTH EQUITY SERVICES, LLC$282K1
174Mattson Financial Services, LLC$281K1
175Aprio Wealth Management, LLC$279K1
176Arlington Capital Management, Inc.$268K1
177Brown Financial Advisors$264K1
178MGO ONE SEVEN LLC$256K1
179Kingsview Wealth Management, LLC$251K1
180BALYASNY ASSET MANAGEMENT L.P.$249K1
181First Affirmative Financial Network$249K1
182NORDEN GROUP LLC$248K1
183ANCHYRA PARTNERS LLC$246K1
184Pure Financial Advisors, LLC$245K1
185Gibbs Wealth Management$242K1
186Perigon Wealth Management, LLC$232K1
187BALDWIN WEALTH PARTNERS LLC/MA$231K1
188Frec Markets, Inc.$224K1
189Hilltop National Bank$216K1
190PERSONAL CFO SOLUTIONS, LLC$215K1
191Apollon Wealth Management, LLC$215K1
192May Hill Capital, LLC$212K1
193Savvy Advisors, Inc.$210K1
194PDS Planning, Inc$206K1
195Cresset Asset Management, LLC$201K1
196STATE STREET CORP$195K1
197BRANDES INVESTMENT PARTNERS, LP$192K1
198Cornerstone Select Advisors, LLC$192K1
199NATIXIS ADVISORS, LLC$191K1
200Five Oceans Advisors$189K1
201CWM, LLC$188K1
202Checchi Capital Advisers, LLC$185K1
203PINNACLE ASSOCIATES LTD$184K1
204SAGE RHINO CAPITAL LLC$183K1
205JACKSON THORNTON WEALTH MANAGEMENT, LLC$180K1
206Focus Partners Advisor Solutions, LLC$180K1
207Optas, LLC$176K1
208Cromwell Holdings LLC$170K1
209Americana Partners, LLC$168K1
210KINTRA WEALTH, LLC$168K1
211Larson Financial Group LLC$168K1
212Tidal Investments LLC$167K1
213FIDUCIARY TRUST CO$163K1
214U.S. Capital Wealth Advisors, LLC$162K1
215STEPHENS INC /AR/$161K1
216Traveka Wealth, LLC$156K1
217IMC-Chicago, LLC$154K1
218Elequin Capital, LP$154K1
219World Investment Advisors$153K1
220Empirical Financial Services, LLC d.b.a. Empirical Wealth Management$150K1
221Addison Advisors LLC$108K1
222Spire Wealth Management$82.0K1
223GHP Investment Advisors, Inc.$76.2K1
224Caitong International Asset Management Co., Ltd$72.7K1
225SHP Wealth Management$69.4K1
226Parkside Financial Bank & Trust$64.2K1
227Federation des caisses Desjardins du Quebec$62.7K1
228Steward Partners Investment Advisory, LLC$62.7K1
229True Wealth Design, LLC$61.6K1
230Allworth Financial LP$56.8K1
231Owl Creek Wealth Partners LLC$54.9K1
232Manchester Capital Management LLC$52.8K1
233Arax Advisory Partners$52.3K1
234Destiny Wealth Partners, LLC$33.9K1
235Rachor Investment Advisory Services, LLC$29.4K1
236MAI Capital Management$26.6K1
237JFS WEALTH ADVISORS, LLC$22.0K1
238TD Capital Management LLC$21.5K1
239Intentional Wealth Strategies, LLC$18.7K1
240Triumph Capital Management$16.8K1
241Atlantic Union Bankshares Corp$15.8K1
242Key FInancial Inc$15.0K1
243Grove Bank & Trust$12.6K1
244NATIONAL BANK OF CANADA /FI/$12.3K1
245Retirement Wealth Solutions LLC$11.6K1
246Transamerica Financial Advisors, LLC$11.2K1
247Bell Investment Advisors, Inc$10.9K1
248SJS Investment Consulting Inc.$10.8K1
249WealthCollab, LLC$9.6K1
250Annis Gardner Whiting Capital Advisors, LLC$9.2K1
251Cassaday & Co Wealth Management LLC$9.0K1
252Bravera Wealth$8.8K1
253WPG Advisers, LLC$8.1K1
254Signature Equity Partners, LLC$8.1K1
255SALEM INVESTMENT COUNSELORS INC$7.8K1
256EFG International AG$5.1K1
257FEDERATED HERMES, INC.$5.0K1
258AMERIFLEX GROUP, INC.$5.0K1
259HighMark Wealth Management LLC$4.5K1
260Atlantic Edge Private Wealth Management, LLC$4.5K1
261Seascape Capital Management$4.0K1
262CVA Family Office, LLC$3.8K1
263Kilter Group LLC$3.6K1
264JNBA Financial Advisors$3.2K1
265UMB Bank, n.a.$3.1K1
266MBM WEALTH CONSULTANTS, LLC$2.8K1
267Physician Wealth Advisors, Inc.$2.7K1
268Dogwood Wealth Management LLC$2.6K1
269FINANCIAL CONSULATE, INC$2.5K1
270Activest Wealth Management$2.5K1
271Key Capital Management, INC$2.5K1
272NFJ INVESTMENT GROUP, LLC$2.3K1
273ARMSTRONG ADVISORY GROUP, INC$2.2K1
274HRT FINANCIAL LP$2.1K1
275MV CAPITAL MANAGEMENT, INC.$1.9K1
276PARK AVENUE SECURITIES LLC$1.6K1
277Burk Holdings LLC$1.5K1
278ACADIAN ASSET MANAGEMENT LLC$1.2K1
279BROWN, LISLE/CUMMINGS, INC.$1.2K1
280MidFirst Bank$1.2K1
281Frazier Financial Advisors, LLC$1.1K1
282Godfrey Financial Associates, Inc.$1.1K1
283ALBION FINANCIAL GROUP /UT$1.1K1
284First Pacific Financial$1.1K1
285Summit Global Investments$9951
286American Capital Advisory, LLC$9241
287Financial Network Wealth Advisors LLC$8791
288CENTRAL TRUST Co$7751
289Purpose Unlimited Inc.$5971
290VIRTUS ADVISERS, LLC$5071
291Beaird Harris Wealth Management, LLC$5021
292Asset Dedication, LLC$4621
293Abound Wealth Management$4471
294MATHER GROUP, LLC.$3801
295THRIVENT FINANCIAL FOR LUTHERANS$3181
296TOTH FINANCIAL ADVISORY CORP$2541
297JPL Wealth Management, LLC$2541
298Stone House Investment Management, LLC$451
299NOMURA ASSET MANAGEMENT CO LTD$01
300CHASE INVESTMENT COUNSEL CORP— value not disclosed1
301GLENMEDE TRUST CO NA— value not disclosed1
302HARBOUR INVESTMENTS, INC.— value not disclosed1
303JOHNSON INVESTMENT COUNSEL INC— value not disclosed1
304DEUTSCHE BANK AG\— value not disclosed1
305Hilltop Holdings Inc.— value not disclosed1
306CIBC Private Wealth Group LLC— value not disclosed1
307Covenant Partners, LLC— value not disclosed1
308Dorsey & Whitney Trust CO LLC— value not disclosed1
309Keel Point, LLC— value not disclosed1
310CITADEL ADVISORS LLC— value not disclosed1
311TWO SIGMA SECURITIES, LLC— value not disclosed1
312TWO SIGMA ADVISERS, LP— value not disclosed1
313Tower Research Capital LLC (TRC)— value not disclosed1
314EP Wealth Advisors, LLC— value not disclosed1
315West Family Investments, Inc.— value not disclosed1
316Wealthstar Advisors, LLC— value not disclosed1
317MARK SHEPTOFF FINANCIAL PLANNING, LLC— value not disclosed1
318Stratos Wealth Partners, LTD.— value not disclosed1
319Elite Wealth Management, Inc.— value not disclosed1
320Trexquant Investment LP— value not disclosed1
321Clarius Group, LLC— value not disclosed1
322AlphaCore Capital LLC— value not disclosed1
323Shay Capital LLC— value not disclosed1
324Crewe Advisors LLC— value not disclosed1
325Global Retirement Partners, LLC— value not disclosed1
326Y-Intercept (Hong Kong) Ltd— value not disclosed1
327CPC Advisors, LLC— value not disclosed1
328JACKSON SQUARE CAPITAL, LLC— value not disclosed1
329Kestra Advisory Services, LLC— value not disclosed1
330AlTi Global, Inc.— value not disclosed1
331BAKER TILLY WEALTH MANAGEMENT, LLC— value not disclosed1
332DV EQUITIES, LLC— value not disclosed1
333TUCKER ASSET MANAGEMENT LLC— value not disclosed1
334AXXCESS WEALTH MANAGEMENT, LLC— value not disclosed1
335Forum Financial Management, LP— value not disclosed1
336SageView Advisory Group, LLC— value not disclosed1
337Acumen Wealth Advisors, LLC— value not disclosed1
338Hoxton Planning & Management, LLC— value not disclosed1
339Stephens Consulting, LLC— value not disclosed1
340INSIGNEO ADVISORY SERVICES, LLC— value not disclosed1
341New Republic Capital, LLC— value not disclosed1
342Petros Family Wealth, LLC— value not disclosed1
343Scientech Research LLC— value not disclosed1
344Abel Hall, LLC— value not disclosed1
345Jain Global LLC— value not disclosed1
346Wealth Watch Advisors, INC— value not disclosed1
347Reyes Financial Architecture, Inc.— value not disclosed1
348Reflection Asset Management— value not disclosed1
349LAUREL OAK WEALTH MANAGEMENT, LLC— value not disclosed1
350Livet Wealth, LLC— value not disclosed1
351SG Trading Solutions, LLC— value not disclosed1
Truncated by Public Filings. Every one of the 299 13F filers reporting this share class for the quarter is listed. methodology §13F ↗
§ derived by Public Filings from this build's reviewed ticker-mapping holders list for this share class; that list carries each holder's share count, share change and filed date, which this table does not show, but no document links — the EDGAR link opens the filer's 13F list
n/c Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Crowding — not available in this build. No holder rows for the selected period, so no percentile can be ranked.

Do the two regimes agree?

TRAILING 12M · CONGRESS vs FILERS NET
Congress net (rows)no rows
Congress net ($ bound)$0
Filers net (actions)not in build
Filers net ($ Q/Q)not in build

The filer side needs per-issuer quarter-over-quarter actions, which the published aggregate does not carry for this issuer. Convergence and divergence are stated only when both sides are computed.

Signals on NWG

RETAINED WINDOW · ACTIVE HITS

Zero hits on NWG in the retained window — a computed answer over every rule, not missing coverage.

Every rule, with its definition →

Planned modules for NWG · financials and macro

Financials — as filed PLANNED

NWG's as-reported XBRL fundamentals will appear here when the financials module passes its gates. Until then: NWG on EDGAR ↗

Macro context PLANNED

Rates, inflation, and positioning series land here with the macro module — vintage-aware, never nowcast.

† issuer name from the SEC's present-day ticker file (company_tickers.json) — a present-day mapping, not the name as of each filing