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 |
|---|---|---|---|---|---|
|
Hb Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
20,431
shares
|
$55,572
0.0% of portfolio
|
Q3 2024
Added 21.76%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
20,415
shares
|
$55,528
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
20,391
shares
|
$55,463
0.03% of portfolio
|
Q3 2024
Added 19.81%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
20,271
shares
|
$55,137
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Park Circle CO
|
Nov 08, 2024 Q3 2024 |
20,000
shares
|
$54,400
0.06% of portfolio
|
Q2 2020
Reduced 91.03%
|
|
|
Salem Investment Counselors Inc
Winston Salem, NC |
Oct 15, 2024 Q3 2024 |
20,000
shares
|
$54,400
0.0% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
19,988
shares
|
$54,367
0.0% of portfolio
|
Q3 2024
Added 13.9%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
19,973
shares
|
$54,326
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Centurion Wealth Management LLC
Mclean, VA |
Nov 07, 2024 Q3 2024 |
19,941
shares
|
$54,239
0.02% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
19,877
shares
|
$54,065
0.0% of portfolio
|
Q3 2024
Reduced 24.23%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
18,984
shares
|
$51,636
0.0% of portfolio
|
Q3 2024
Added 38.67%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
18,937
shares
|
$51,508
0.02% of portfolio
|
Q3 2024
Added 10.64%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
18,407
shares
|
$50,067
0.0% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
18,405
shares
|
$50,061
0.0% of portfolio
|
Q3 2024
Reduced 39.76%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
18,338
shares
|
$49,879
0.04% of portfolio
|
Q3 2024
Reduced 3.98%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
18,213
shares
|
$49,539
0.0% of portfolio
|
Q3 2024
Reduced 24.29%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 05, 2024 Q3 2024 |
18,201
shares
|
$49,506
0.01% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
17,987
shares
|
$48,924
0.0% of portfolio
|
Q3 2024
Reduced 16.29%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
17,864
shares
|
$48,590
0.0% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Laird Norton Trust Company, LLC
|
Nov 14, 2024 Q3 2024 |
17,727
shares
|
$48,217
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
First Horizon Advisors, Inc.
|
Nov 08, 2024 Q3 2024 |
17,352
shares
|
$47,197
0.0% of portfolio
|
Q3 2024
Added 12.41%
|
|
|
Riversedge Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
17,244
shares
|
$46,903
0.01% of portfolio
|
Q3 2024
Added 7.24%
|
|
|
Sterling Financial Group, Inc.
Pasadena, CA |
Oct 22, 2024 Q3 2024 |
17,206
shares
|
$46,800
0.03% of portfolio
|
Q2 2024
Reduced 14.83%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
16,851
shares
|
$45,834
0.01% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Nov 07, 2024 Q3 2024 |
16,851
shares
|
$45,834
0.03% of portfolio
|
Q3 2024
Added 30.81%
|