Purchases and Sales Made in Q1 2021 in Lloyds Banking Group PLC (LYG)
This table provides information about the institutional ownership of Lloyds Banking Group PLC (LYG) during Q1 2021. The information is specifically focused on institutions that hold shares of Lloyds Banking Group plc.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
461New |
$811 - $1.07K
|
461
$1.3K
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
333+ 14.67% |
$586 - $776
|
2.6K
$7.37K
|
|
Apr 15, 2021
Q1 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
321+ 8.08% |
$565 - $748
|
4.29K
$12.2K
|
|
Apr 12, 2021
Q1 2021
|
Private Capital Group, LLC
|
BUY
|
- |
307+ 70.74% |
$540 - $715
|
741
$2.1K
|
|
May 11, 2021
Q1 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
225+ 0.22% |
$396 - $524
|
100K
$284K
|
|
Apr 21, 2021
Q1 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
160+ 1.27% |
$282 - $373
|
12.7K
$36.1K
|
|
May 17, 2021
Q1 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
120+ 4.1% |
$211 - $280
|
3.05K
$8.63K
|
|
Apr 30, 2021
Q1 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
102New |
$180 - $238
|
102
$289
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
100+ 0.97% |
$176 - $233
|
10.4K
$29.3K
|
|
Apr 21, 2021
Q1 2021
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
62+ 0.31% |
$109 - $144
|
20.2K
$57.3K
|
|
Apr 23, 2021
Q1 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
40+ 0.19% |
$70.4 - $93.2
|
21K
$59.3K
|
|
May 14, 2021
Q1 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Mc Carthy Asset Management, Inc.
|
SELL
|
- |
-90Closed |
$158 - $210
|
0
$0
|
|
May 12, 2021
Q1 2021
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-115Closed |
$202 - $268
|
0
$0
|
|
Jun 15, 2021
Q1 2021
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-375Closed |
$660 - $874
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-682- 5.85% |
$1.2K - $1.59K
|
11K
$31.1K
|
|
May 13, 2021
Q1 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-711Closed |
$1.25K - $1.66K
|
0
$0
|
|
May 17, 2021
Q1 2021
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-715Closed |
$1.26K - $1.67K
|
0
$0
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-759- 6.68% |
$1.34K - $1.77K
|
10.6K
$30K
|
|
May 14, 2021
Q1 2021
|
Assetmark, Inc
|
SELL
|
- |
-932Closed |
$1.64K - $2.17K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-995Closed |
$1.75K - $2.32K
|
0
$0
|
|
Apr 08, 2021
Q1 2021
|
Pacifica Partners Inc.
|
SELL
|
- |
-1K- 8.21% |
$1.76K - $2.33K
|
11.2K
$31.6K
|
|
May 13, 2021
Q1 2021
|
Concord Wealth Partners
|
SELL
|
- |
-1.08K- 10.42% |
$1.9K - $2.52K
|
9.29K
$26.3K
|
|
May 21, 2021
Q1 2021
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-1.13KClosed |
$1.99K - $2.64K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.52K- 3.88% |
$2.68K - $3.55K
|
37.7K
$107K
|
|
Apr 22, 2021
Q1 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.7K- 5.23% |
$2.99K - $3.96K
|
30.8K
$87.2K
|
|
May 06, 2021
Q1 2021
|
Altium Wealth Management LLC
|
SELL
|
- |
-1.84K- 1.18% |
$3.23K - $4.28K
|
154K
$436K
|
|
May 13, 2021
Q1 2021
|
Cloverfields Capital Group, LP
Minneapolis, MN |
SELL
|
- |
-1.89KClosed |
$3.32K - $4.39K
|
0
$0
|
|
Apr 16, 2021
Q1 2021
|
Brookstone Capital Management
|
SELL
|
- |
-2.04K- 8.59% |
$3.58K - $4.74K
|
21.7K
$61.3K
|
|
Apr 27, 2021
Q1 2021
|
Cwm, LLC
|
SELL
|
- |
-2.05KClosed |
$3.6K - $4.77K
|
0
$0
|
|
Jan 02, 2024
Q1 2021
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-2.5KClosed |
$4.4K - $5.83K
|
0
$0
|
|
May 13, 2021
Q1 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-2.56K- 9.97% |
$4.5K - $5.96K
|
23.1K
$65.4K
|
|
Apr 29, 2021
Q1 2021
|
Planned Solutions, Inc.
|
SELL
|
- |
-3KClosed |
$5.28K - $6.99K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-3.12K- 7.2% |
$5.49K - $7.26K
|
40.2K
$114K
|
|
Aug 16, 2024
Q1 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-3.29KClosed |
$5.8K - $7.68K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.3K- 1.03% |
$5.81K - $7.69K
|
316K
$896K
|
|
May 12, 2021
Q1 2021
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.57K- 21.91% |
$6.28K - $8.32K
|
12.7K
$36K
|
|
Apr 29, 2021
Q1 2021
|
Caprock Group, Inc.
|
SELL
|
- |
-4.03K- 8.03% |
$7.1K - $9.39K
|
46.2K
$131K
|
|
May 12, 2021
Q1 2021
|
Geode Capital Management, LLC
Boston, MA |
SELL
|
- |
-4.18K- 1.27% |
$7.35K - $9.73K
|
325K
$920K
|
|
May 11, 2021
Q1 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-5KClosed |
$8.8K - $11.7K
|
0
$0
|
|
Apr 20, 2021
Q1 2021
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-5.16K- 11.49% |
$9.08K - $12K
|
39.7K
$112K
|
|
May 10, 2021
Q1 2021
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-5.16K- 17.5% |
$9.08K - $12K
|
24.3K
$68.9K
|
|
May 17, 2021
Q1 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-5.37K- 16.58% |
$9.46K - $12.5K
|
27K
$76.5K
|
|
May 03, 2021
Q1 2021
|
Ellevest, Inc.
|
SELL
|
- |
-6.47K- 15.71% |
$11.4K - $15.1K
|
34.7K
$98.2K
|
|
May 12, 2021
Q1 2021
|
True Private Wealth Advisors
|
SELL
|
- |
-6.72KClosed |
$11.8K - $15.7K
|
0
$0
|
|
Apr 05, 2021
Q1 2021
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-7.36K- 5.1% |
$12.9K - $17.1K
|
137K
$387K
|
|
Apr 28, 2021
Q1 2021
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-8.84K- 22.32% |
$15.6K - $20.6K
|
30.8K
$87K
|
|
Jun 02, 2021
Q1 2021
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-9.57K- 13.68% |
$16.8K - $22.3K
|
60.4K
$171K
|
|
Apr 14, 2021
Q1 2021
|
Advisors Management Group Inc
|
SELL
|
- |
-9.89K- 0.85% |
$17.4K - $23.1K
|
1.16M
$3.28M
|
|
Apr 30, 2021
Q1 2021
|
Ground Swell Capital, LLC
Folly Beach, SC |
SELL
|
- |
-10KClosed |
$17.6K - $23.4K
|
0
$0
|