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 446 institutions that hold shares in the stock, with a total of 359 Million shares, which have been reported (via 13F filing form) to have a value of $1.13 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Family Firm, Inc.
|
Jul 24, 2024 Q2 2024 |
667
shares
|
$2,094
0.0% of portfolio
|
Q2 2024
New holding
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 12, 2024 Q2 2024 |
583
shares
|
$1,830
0.0% of portfolio
|
Q2 2024
New holding
|
|
Fin Trust Capital Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
566
shares
|
$1,777
0.0% of portfolio
|
Q2 2024
New holding
|
|
Hbc Financial Services, Pllc
|
Aug 07, 2024 Q2 2024 |
500
shares
|
$1,570
0.0% of portfolio
|
Q3 2023
New holding
|
|
Cva Family Office, LLC
|
Jul 09, 2024 Q2 2024 |
493
shares
|
$1,548
0.0% of portfolio
|
Q4 2023
New holding
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
454
shares
|
$1,425
0.0% of portfolio
|
Q2 2010
New holding
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Jul 29, 2024 Q2 2024 |
403
shares
|
$1,265
0.0% of portfolio
|
Q2 2024
New holding
|
|
Hexagon Capital Partners LLC
|
Jul 12, 2024 Q2 2024 |
375
shares
|
$1,177
0.0% of portfolio
|
Q2 2023
Reduced 89.07%
|
|
Harbor Investment Advisory, LLC
|
Jul 19, 2024 Q2 2024 |
327
shares
|
$1,026
0.0% of portfolio
|
Q2 2024
New holding
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Aug 07, 2024 Q2 2024 |
238
shares
|
$747
0.0% of portfolio
|
Q1 2024
Reduced 9.16%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
237
shares
|
$744
0.0% of portfolio
|
Q4 2023
New holding
|
|
Mendota Financial Group, LLC
Madison, WI |
Jul 11, 2024 Q2 2024 |
232
shares
|
$728
0.0% of portfolio
|
Q2 2024
New holding
|
|
Abound Wealth Management
Franklin, TN |
Aug 09, 2024 Q2 2024 |
201
shares
|
$631
0.0% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
Sound Income Strategies, LLC
|
Jul 12, 2024 Q2 2024 |
161
shares
|
$505
0.0% of portfolio
|
Q2 2024
New holding
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 09, 2024 Q2 2024 |
155
shares
|
$486
0.0% of portfolio
|
Q2 2024
New holding
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Aug 14, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|