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 12, 2023
Q1 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
14.4K+ 40.67% |
$31.3K - $37.4K
|
49.7K
$138K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
14.1K+ 65.56% |
$30.8K - $36.7K
|
35.6K
$98.7K
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
13.5K+ 11.31% |
$29.4K - $35K
|
133K
$367K
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
13.4K+ 19.58% |
$29.3K - $34.9K
|
82K
$227K
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
13.1K+ 762.08% |
$28.6K - $34.1K
|
14.8K
$41.1K
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
12.7K+ 71.74% |
$27.7K - $33K
|
30.4K
$84.1K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
12.1KNew |
$26.5K - $31.6K
|
12.1K
$33.6K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
11.3K+ 11.03% |
$24.7K - $29.4K
|
114K
$316K
|
|
|
May 02, 2023
Q1 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
11KNew |
$23.9K - $28.5K
|
11K
$30.4K
|
|
|
Apr 27, 2023
Q1 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
10.7K+ 64.9% |
$23.4K - $27.9K
|
27.3K
$75.5K
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.5KNew |
$22.9K - $27.3K
|
10.5K
$29.1K
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
10.2KNew |
$22.3K - $26.6K
|
10.2K
$28.3K
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
10KNew |
$21.8K - $26K
|
10K
$27.7K
|
|
|
May 11, 2023
Q1 2023
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
10K+ 20.46% |
$21.8K - $26K
|
58.9K
$163K
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
9.85K+ 80.53% |
$21.5K - $25.6K
|
22.1K
$61.2K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
9.8KNew |
$21.4K - $25.5K
|
9.8K
$27.1K
|
|
|
May 03, 2023
Q1 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
9.58K+ 26.69% |
$20.9K - $24.9K
|
45.5K
$126K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.33K+ 24.2% |
$20.3K - $24.3K
|
47.9K
$133K
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
8.47K+ 9.65% |
$18.5K - $22K
|
96.2K
$266K
|
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7.06KNew |
$15.4K - $18.4K
|
7.06K
$19.6K
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
7.03K+ 7.42% |
$15.3K - $18.3K
|
102K
$282K
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
6.92K+ 9.68% |
$15.1K - $18K
|
78.4K
$217K
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
6.66K+ 17.08% |
$14.5K - $17.3K
|
45.7K
$127K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
5.68KNew |
$12.4K - $14.8K
|
5.68K
$15.7K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
5KNew |
$10.9K - $13K
|
5K
$13.9K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.74K+ 5.71% |
$10.3K - $12.3K
|
87.9K
$243K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
4.71K+ 2.41% |
$10.3K - $12.2K
|
200K
$554K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
4.68K+ 23.6% |
$10.2K - $12.2K
|
24.5K
$67.9K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.65K+ 19.34% |
$10.1K - $12.1K
|
28.7K
$79.5K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
4.61KNew |
$10K - $12K
|
4.61K
$12.8K
|
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
4.27K+ 2.21% |
$9.32K - $11.1K
|
198K
$548K
|
|
|
May 02, 2023
Q1 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
4.21K+ 3.33% |
$9.18K - $11K
|
131K
$362K
|
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
3.89K+ 7.07% |
$8.48K - $10.1K
|
58.9K
$163K
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3.78K+ 7.84% |
$8.24K - $9.83K
|
52K
$144K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
3.66K+ 33.43% |
$7.98K - $9.52K
|
14.6K
$40.5K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.38K+ 18.47% |
$7.36K - $8.78K
|
21.7K
$60K
|
|
|
May 04, 2023
Q1 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
3.25K+ 28.7% |
$7.08K - $8.45K
|
14.6K
$40.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.13K+ 10.83% |
$6.83K - $8.14K
|
32.1K
$88.8K
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
3.08K+ 8.85% |
$6.72K - $8.01K
|
37.9K
$105K
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.99K+ 10.59% |
$6.51K - $7.76K
|
31.2K
$86.3K
|
|
|
May 01, 2023
Q1 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
2.34K+ 2.32% |
$5.1K - $6.09K
|
103K
$286K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.28K+ 4.65% |
$4.97K - $5.93K
|
51.4K
$142K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.22K+ 2.25% |
$4.84K - $5.77K
|
101K
$279K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.22K+ 2.25% |
$4.84K - $5.77K
|
101K
$279K
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
2.15K+ 16.58% |
$4.69K - $5.59K
|
15.1K
$41.9K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.12K+ 0.93% |
$4.62K - $5.5K
|
231K
$640K
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
2.04K+ 15.9% |
$4.44K - $5.29K
|
14.8K
$41.1K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.01K+ 9.89% |
$4.38K - $5.22K
|
22.3K
$61.8K
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
BUY
|
- |
1.94K+ 7.6% |
$4.23K - $5.05K
|
27.5K
$76.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.81K+ 7.65% |
$3.94K - $4.7K
|
25.5K
$70.5K
|