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 451 institutions that hold shares in the stock, with a total of 373 Million shares, which have been reported (via 13F filing form) to have a value of $1.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
13,039
shares
|
$37,030
0.01% of portfolio
|
Q2 2023
Added 30.39%
|
|
|
Bank Hapoalim Bm
|
Oct 28, 2024 Q3 2024 |
13,000
shares
|
$36,920
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
12,999
shares
|
$36,917
0.01% of portfolio
|
Q1 2023
Added 3.99%
|
|
|
Defined Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
12,917
shares
|
$36,684
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
12,855
shares
|
$36,508
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
12,797
shares
|
$36,343
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
12,487
shares
|
$35,463
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Cherrydale Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
12,104
shares
|
$34,375
0.02% of portfolio
|
Q1 2024
Reduced 1.05%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Nov 12, 2024 Q3 2024 |
12,058
shares
|
$34,244
0.02% of portfolio
|
Q3 2024
Reduced 12.38%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
12,000
shares
|
$34,080
0.01% of portfolio
|
Q4 2023
Reduced 52.0%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
11,916
shares
|
$33,841
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
11,863
shares
|
$33,690
0.0% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Fmb Wealth Management
Westlake Village, CA |
Nov 01, 2024 Q3 2024 |
11,812
shares
|
$33,546
0.02% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
11,805
shares
|
$33,526
0.0% of portfolio
|
Q3 2021
Added 16.67%
|
|
|
Camden Capital, LLC
|
Nov 12, 2024 Q3 2024 |
11,561
shares
|
$32,833
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Oct 28, 2024 Q3 2024 |
11,508
shares
|
$32,682
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
11,388
shares
|
$32,341
0.0% of portfolio
|
Q3 2024
Reduced 68.08%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
11,358
shares
|
$32,256
0.0% of portfolio
|
Q2 2020
Reduced 99.44%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
11,355
shares
|
$32,248
0.0% of portfolio
|
Q3 2024
Added 133.26%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
11,078
shares
|
$31,461
0.0% of portfolio
|
Q3 2024
Reduced 8.07%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
11,060
shares
|
$31,410
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aletheian Wealth Advisors LLC
|
Oct 25, 2024 Q3 2024 |
10,974
shares
|
$31,166
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
10,946
shares
|
$31,086
0.0% of portfolio
|
Q3 2024
Reduced 14.12%
|
|
|
Holistic Financial Partners
|
Nov 07, 2024 Q3 2024 |
10,874
shares
|
$30,882
0.02% of portfolio
|
Q3 2024
Reduced 63.8%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Oct 09, 2024 Q3 2024 |
10,864
shares
|
$30,853
0.0% of portfolio
|
Q4 2023
Reduced 95.16%
|