Purchases and Sales Made in Q1 2023 in Lloyds Banking Group PLC (LYG)
This table provides information about the institutional ownership of Lloyds Banking Group PLC (LYG) during Q1 2023. 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 11, 2023
Q1 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
66.9K+ 93.9% |
$146K - $174K
|
138K
$372K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
62.3K+ 171.57% |
$136K - $162K
|
98.6K
$265K
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
62.3K+ 15.43% |
$136K - $162K
|
466K
$1.25M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
61.5K+ 9.41% |
$134K - $160K
|
715K
$1.92M
|
|
|
May 12, 2023
Q1 2023
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
55.9KNew |
$122K - $145K
|
55.9K
$150K
|
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
54.4K+ 5.84% |
$119K - $141K
|
986K
$2.65M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
52.9K+ 28.7% |
$115K - $138K
|
237K
$638K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
50.3K+ 20.99% |
$110K - $131K
|
290K
$780K
|
|
|
Apr 20, 2023
Q1 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
49.1K+ 76.93% |
$107K - $128K
|
113K
$304K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
49KNew |
$107K - $127K
|
49K
$132K
|
|
|
May 11, 2023
Q1 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
45.3KNew |
$98.9K - $118K
|
45.3K
$122K
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
44K+ 90.02% |
$95.8K - $114K
|
92.8K
$250K
|
|
|
Apr 17, 2023
Q1 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
40.9K+ 234.11% |
$89.1K - $106K
|
58.4K
$157K
|
|
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
40.5KNew |
$88.2K - $105K
|
40.5K
$109K
|
|
|
May 12, 2023
Q1 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
39.1K+ 6.1% |
$85.3K - $102K
|
681K
$1.83M
|
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
37.6K+ 15.78% |
$82K - $97.8K
|
276K
$743K
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
37.3K+ 27.64% |
$81.4K - $97.1K
|
172K
$464K
|
|
|
May 05, 2023
Q1 2023
|
Assetmark, Inc
|
BUY
|
- |
37.2K+ 23.92% |
$81.1K - $96.7K
|
193K
$518K
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
36.1K+ 1.61% |
$78.8K - $94K
|
2.29M
$6.15M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
34K+ 185.79% |
$74.1K - $88.4K
|
52.3K
$141K
|
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
33.2K+ 9.35% |
$72.4K - $86.4K
|
389K
$1.05M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
31.7K+ 7.39% |
$69.2K - $82.5K
|
461K
$1.24M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
BUY
|
- |
30.7K+ 11.48% |
$67K - $79.9K
|
299K
$803K
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
30.1K+ 19.33% |
$65.7K - $78.3K
|
186K
$500K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
30.1KNew |
$65.6K - $78.2K
|
30.1K
$80.9K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
29.9K+ 23.07% |
$65.2K - $77.8K
|
160K
$429K
|
|
|
May 15, 2023
Q1 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
29.1K+ 55.47% |
$63.5K - $75.8K
|
81.7K
$220K
|
|
|
May 11, 2023
Q1 2023
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
27.7K+ 2.25% |
$60.3K - $71.9K
|
1.26M
$3.38M
|
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
27.4K+ 13.3% |
$59.8K - $71.3K
|
234K
$629K
|
|
|
May 12, 2023
Q1 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
25.8KNew |
$56.3K - $67.1K
|
25.8K
$69.4K
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
BUY
|
- |
25.2K+ 123.45% |
$55K - $65.6K
|
45.7K
$123K
|
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
24.9KNew |
$54.2K - $64.6K
|
24.9K
$66.9K
|
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
24K+ 3.8% |
$52.3K - $62.4K
|
656K
$1.76M
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
23.6KNew |
$51.3K - $61.2K
|
23.6K
$63.3K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
22.2K+ 7.61% |
$48.3K - $57.6K
|
313K
$843K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
19.7K+ 2.44% |
$43K - $51.3K
|
829K
$2.23M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
18.4K+ 4.4% |
$40.1K - $47.9K
|
437K
$1.18M
|
|
|
May 15, 2023
Q1 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
17.6KNew |
$38.4K - $45.8K
|
17.6K
$47.4K
|
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
17.4K+ 22.73% |
$37.8K - $45.1K
|
93.7K
$252K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
16.5KNew |
$35.9K - $42.8K
|
16.5K
$44.3K
|
|
|
Apr 11, 2023
Q1 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
16.2KNew |
$35.4K - $42.2K
|
16.2K
$43.6K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
16K+ 26.41% |
$35K - $41.7K
|
76.8K
$207K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
16K+ 24.47% |
$34.8K - $41.6K
|
81.3K
$219K
|
|
|
Apr 27, 2023
Q1 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
15.9KNew |
$34.6K - $41.3K
|
15.9K
$42.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
15.2K+ 14.69% |
$33.1K - $39.5K
|
119K
$319K
|
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
14.9K+ 58.47% |
$32.6K - $38.8K
|
40.5K
$109K
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
14.8K+ 11.18% |
$32.3K - $38.5K
|
147K
$396K
|
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
14.6KNew |
$31.8K - $38K
|
14.6K
$39.3K
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
14.4K+ 30.7% |
$31.5K - $37.5K
|
61.5K
$165K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.4KNew |
$31.4K - $37.4K
|
14.4K
$38.7K
|