Institutional Ownership Lloyds Banking Group PLC (LYG)
This table provides information about the institutional ownership of Lloyds Banking Group PLC (LYG). We have compiled data on the 453 institutions that hold shares in the stock, with a total of 374 Million shares, which have been reported (via 13F filing form) to have a value of $1.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clarius Group, LLC
Seattle, WA |
Oct 09, 2024 Q3 2024 |
41,874
shares
|
$113,897
0.01% of portfolio
|
Q3 2024
Reduced 4.43%
|
|
|
Carson Allaria Wealth Management, Ltd.
|
Oct 21, 2024 Q3 2024 |
41,810
shares
|
$113,723
0.08% of portfolio
|
Q3 2024
Reduced 9.57%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
41,677
shares
|
$113,361
0.03% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
41,519
shares
|
$112,931
0.0% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
41,042
shares
|
$111,634
0.03% of portfolio
|
Q3 2024
Added 4.09%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Oct 25, 2024 Q3 2024 |
40,949
shares
|
$111,381
0.01% of portfolio
|
Q3 2024
Added 49.31%
|
|
|
Wealthstream Advisors, Inc.
|
Nov 06, 2024 Q3 2024 |
40,843
shares
|
$111,092
0.03% of portfolio
|
Q3 2024
Added 5.34%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
40,521
shares
|
$110,217
0.02% of portfolio
|
Q3 2024
Added 7588.99%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
40,495
shares
|
$110,146
0.0% of portfolio
|
Q3 2024
Reduced 43.0%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
40,426
shares
|
$109,958
0.0% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
39,147
shares
|
$106,479
0.05% of portfolio
|
Q3 2024
Added 66.42%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
39,125
shares
|
$106,420
0.0% of portfolio
|
Q3 2024
Added 3.8%
|
|
|
Procyon Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
38,864
shares
|
$105,710
0.01% of portfolio
|
Q3 2024
Added 96.41%
|
|
|
Baker Tilly Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
38,489
shares
|
$104,690
0.05% of portfolio
|
Q3 2024
Added 88.7%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
38,244
shares
|
$104,023
0.0% of portfolio
|
Q3 2022
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
37,929
shares
|
$103,166
0.0% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 29, 2024 Q3 2024 |
37,126
shares
|
$100,982
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Oct 29, 2024 Q3 2024 |
37,036
shares
|
$100,737
0.02% of portfolio
|
Q3 2024
Reduced 4.38%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
36,535
shares
|
$99,375
0.03% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Cfo4 Life Group, LLC
|
Nov 12, 2024 Q3 2024 |
36,407
shares
|
$99,027
0.02% of portfolio
|
Q3 2024
Reduced 8.24%
|
|
|
Personal Cfo Solutions, LLC
|
Nov 14, 2024 Q3 2024 |
36,314
shares
|
$98,774
0.02% of portfolio
|
Q3 2024
Added 14.06%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
36,057
shares
|
$98,075
0.0% of portfolio
|
Q2 2024
Added 76.44%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
35,857
shares
|
$97,531
0.04% of portfolio
|
Q2 2024
Reduced 2.51%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
35,780
shares
|
$97,321
0.01% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
35,304
shares
|
$96,026
0.01% of portfolio
|
Q3 2024
Added 119.57%
|