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
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.74K+ 2.45% |
$3.78K - $4.51K
|
72.5K
$195K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
1.67K+ 0.78% |
$3.63K - $4.33K
|
217K
$583K
|
|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
BUY
|
- |
1.62K+ 14.94% |
$3.53K - $4.2K
|
12.4K
$33.5K
|
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.49K+ 4.8% |
$3.26K - $3.88K
|
32.6K
$87.7K
|
|
|
May 12, 2023
Q1 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.47K+ 5.68% |
$3.19K - $3.81K
|
27.3K
$73.3K
|
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.42K+ 6.47% |
$3.09K - $3.68K
|
23.3K
$62.7K
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.35K+ 1.78% |
$2.95K - $3.51K
|
77K
$207K
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.31K+ 1.91% |
$2.86K - $3.41K
|
69.9K
$188K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.24K+ 10.67% |
$2.71K - $3.23K
|
12.9K
$34.6K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.24K+ 260.17% |
$2.71K - $3.23K
|
1.72K
$4.62K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1.24K+ 417.57% |
$2.69K - $3.21K
|
1.53K
$4.12K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
1.12K+ 128.57% |
$2.43K - $2.9K
|
1.98K
$5.34K
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1.11K+ 1.28% |
$2.42K - $2.89K
|
87.9K
$236K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
1K+ 6.72% |
$2.18K - $2.6K
|
15.9K
$42.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
863+ 8.34% |
$1.88K - $2.24K
|
11.2K
$30.1K
|
|
|
May 12, 2023
Q1 2023
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
799+ 0.08% |
$1.74K - $2.08K
|
1.02M
$2.74M
|
|
|
May 08, 2023
Q1 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
794+ 0.5% |
$1.73K - $2.06K
|
158K
$426K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
700+ 2.27% |
$1.53K - $1.82K
|
31.6K
$85K
|
|
|
May 12, 2023
Q1 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
679+ 1.43% |
$1.48K - $1.77K
|
48.2K
$130K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
599New |
$1.31K - $1.56K
|
599
$1.61K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
499+ 3.99% |
$1.09K - $1.3K
|
13K
$35K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
490+ 2.04% |
$1.07K - $1.27K
|
24.6K
$66.1K
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
428+ 14.94% |
$933 - $1.11K
|
3.29K
$8.86K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
415New |
$905 - $1.08K
|
415
$1.12K
|
|
|
May 15, 2023
Q1 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
400+ 0.75% |
$872 - $1.04K
|
53.7K
$144K
|
|
|
Apr 20, 2023
Q1 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
359+ 0.34% |
$783 - $933
|
105K
$282K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
345+ 2.49% |
$752 - $897
|
14.2K
$38.1K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
333+ 1.04% |
$726 - $866
|
32.4K
$87.3K
|
|
|
May 17, 2023
Q1 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
333+ 0.04% |
$726 - $866
|
820K
$2.21M
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
265+ 0.81% |
$578 - $689
|
32.9K
$88.4K
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
BUY
|
- |
210+ 2.45% |
$458 - $546
|
8.79K
$23.7K
|
|
|
May 09, 2023
Q1 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
202New |
$440 - $525
|
202
$543
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
168New |
$366 - $437
|
168
$452
|
|
|
Apr 24, 2023
Q1 2023
|
Corundum Group, Inc.
|
BUY
|
- |
3+ 0.03% |
$6.54 - $7.8
|
11.5K
$30.8K
|
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-4- 0.01% |
$8.72 - $10.4
|
48.8K
$131K
|
|
|
Oct 15, 2024
Q1 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-4- 0.03% |
$8.72 - $10.4
|
12K
$32.2K
|
|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-6- 0.03% |
$13.1 - $15.6
|
17.2K
$46.3K
|
|
|
Apr 13, 2023
Q1 2023
|
Veery Capital, LLC
|
SELL
|
- |
-39- 0.28% |
$85 - $101
|
13.7K
$37K
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-102- 1.11% |
$222 - $265
|
9.08K
$24.4K
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-106- 0.39% |
$231 - $276
|
27.1K
$73K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
SELL
|
- |
-188- 0.86% |
$410 - $489
|
21.6K
$58K
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
SELL
|
- |
-228- 0.55% |
$497 - $593
|
41.5K
$112K
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-361- 1.25% |
$787 - $939
|
28.4K
$76.5K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-411- 3.57% |
$896 - $1.07K
|
11.1K
$29.9K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-477- 3.63% |
$1.04K - $1.24K
|
12.6K
$34K
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-548- 2.73% |
$1.19K - $1.42K
|
19.5K
$52.6K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-640- 0.93% |
$1.4K - $1.66K
|
68.1K
$183K
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-703- 1.55% |
$1.53K - $1.83K
|
44.7K
$120K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-1.04K- 2.05% |
$2.27K - $2.71K
|
49.9K
$134K
|