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 2026-09-14 13:21 UTCno price data — a disclosure record, not a chart

Daniel S. Goldman · $15.0K–$50.0K

Sale · 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
Filed ▾MemberSide · OwnerTraded · LagAmountRange · FlagsSrc
2025-10-22Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 09-11 +41d$1K–$15K
2025-09-12Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 08-13 +30d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Sale · SP (spouse-owned)Traded 06-24 LATE·50d$1K–$15K
2025-08-13Lisa C. McClain R–MI-9Purchase · SP (spouse-owned)Traded 06-17 LATE·57d$1K–$15K
2025-05-12Bruce Westerman R–AR-4SaleTraded 04-21 +21d$1K–$15K
Traded → filed dates on every rowEach 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 2026-09-14

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 2026-06-16 → 2026-09-14 · 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 · Congress rows date by filing, 13F rows by quarter end · 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
#FilerValue ▾SecuritiesFlagsSrc
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$01
301GLENMEDE TRUST CO NA$01
302HARBOUR INVESTMENTS, INC.$01
303JOHNSON INVESTMENT COUNSEL INC$01
304DEUTSCHE BANK AG\$01
305Hilltop Holdings Inc.$01
306CIBC Private Wealth Group LLC$01
307Covenant Partners, LLC$01
308Dorsey & Whitney Trust CO LLC$01
309Keel Point, LLC$01
310CITADEL ADVISORS LLC$01
311TWO SIGMA SECURITIES, LLC$01
312TWO SIGMA ADVISERS, LP$01
313Tower Research Capital LLC (TRC)$01
314EP Wealth Advisors, LLC$01
315West Family Investments, Inc.$01
316Wealthstar Advisors, LLC$01
317MARK SHEPTOFF FINANCIAL PLANNING, LLC$01
318Stratos Wealth Partners, LTD.$01
319Elite Wealth Management, Inc.$01
320Trexquant Investment LP$01
321Clarius Group, LLC$01
322AlphaCore Capital LLC$01
323Shay Capital LLC$01
324Crewe Advisors LLC$01
325Global Retirement Partners, LLC$01
326Y-Intercept (Hong Kong) Ltd$01
327CPC Advisors, LLC$01
328JACKSON SQUARE CAPITAL, LLC$01
329Kestra Advisory Services, LLC$01
330AlTi Global, Inc.$01
331BAKER TILLY WEALTH MANAGEMENT, LLC$01
332DV EQUITIES, LLC$01
333TUCKER ASSET MANAGEMENT LLC$01
334AXXCESS WEALTH MANAGEMENT, LLC$01
335Forum Financial Management, LP$01
336SageView Advisory Group, LLC$01
337Acumen Wealth Advisors, LLC$01
338Hoxton Planning & Management, LLC$01
339Stephens Consulting, LLC$01
340INSIGNEO ADVISORY SERVICES, LLC$01
341New Republic Capital, LLC$01
342Petros Family Wealth, LLC$01
343Scientech Research LLC$01
344Abel Hall, LLC$01
345Jain Global LLC$01
346Wealth Watch Advisors, INC$01
347Reyes Financial Architecture, Inc.$01
348Reflection Asset Management$01
349LAUREL OAK WEALTH MANAGEMENT, LLC$01
350Livet Wealth, LLC$01
351SG Trading Solutions, LLC$01
Truncated by Public Filings. The published aggregate ranks the top 351 holders per issuer — a build parameter of the Public Filings aggregation, not a census. Rows beyond it exist in individual filings on EDGAR. methodology §13F ↗
§ derived by Public Filings from the published aggregate (agg_issuer_top_holders); per-filer filed dates, share counts and document links are not in the published aggregate — 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