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 |
|---|---|---|---|---|---|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
16,740
shares
|
$45,532
0.0% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
Nov 12, 2024 Q3 2024 |
16,530
shares
|
$44,961
0.03% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
16,353
shares
|
$44,480
0.01% of portfolio
|
Q3 2024
Added 11.03%
|
|
|
Waldron Private Wealth LLC
|
Oct 21, 2024 Q3 2024 |
15,925
shares
|
$43,316
0.0% of portfolio
|
Q4 2023
Added 16.11%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
15,918
shares
|
$43,296
0.0% of portfolio
|
Q3 2024
Reduced 21.32%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
15,773
shares
|
$42,902
0.0% of portfolio
|
Q3 2024
Reduced 20.56%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
15,438
shares
|
$41,991
0.0% of portfolio
|
Q4 2023
Reduced 0.41%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
15,290
shares
|
$41,588
0.0% of portfolio
|
Q2 2024
Added 38.65%
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
15,281
shares
|
$41,564
0.0% of portfolio
|
Q3 2024
Added 1.87%
|
|
|
Calamos Advisors LLC
|
Nov 07, 2024 Q3 2024 |
15,242
shares
|
$41,458
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
15,089
shares
|
$41,042
0.0% of portfolio
|
Q3 2023
Reduced 4.29%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
15,000
shares
|
$40,800
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
14,998
shares
|
$40,794
0.0% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
14,840
shares
|
$40,364
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
14,746
shares
|
$40,109
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Merit Financial Group, LLC
|
Oct 17, 2024 Q3 2024 |
14,623
shares
|
$39,774
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Advisors Preferred, LLC
Rockville, MD |
Oct 15, 2024 Q3 2024 |
14,584
shares
|
$39,668
0.01% of portfolio
|
Q3 2024
Reduced 77.07%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Nov 04, 2024 Q3 2024 |
14,422
shares
|
$39,227
0.0% of portfolio
|
Q3 2024
Added 10.75%
|
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
14,392
shares
|
$39,146
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
14,187
shares
|
$38,588
0.01% of portfolio
|
Q3 2024
Added 26.62%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
14,013
shares
|
$38,115
0.0% of portfolio
|
Q3 2024
Added 6.49%
|
|
|
Xponance, Inc.
|
Nov 12, 2024 Q3 2024 |
14,000
shares
|
$38,080
0.0% of portfolio
|
Q3 2024
Added 12.63%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
13,630
shares
|
$37,073
0.0% of portfolio
|
Q3 2024
Added 2.78%
|
|
|
Arkadios Wealth Advisors
|
Oct 24, 2024 Q3 2024 |
13,620
shares
|
$37,046
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
13,591
shares
|
$36,967
0.0% of portfolio
|
Q3 2024
Added 7.38%
|