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 |
|---|---|---|---|---|---|---|---|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-1.13K- 26.47% |
$2.46K - $2.93K
|
3.13K
$8.67K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.14K- 7.45% |
$2.49K - $2.97K
|
14.2K
$39.4K
|
|
|
May 15, 2023
Q1 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-1.36K- 4.99% |
$2.96K - $3.53K
|
25.9K
$71.6K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.76K- 25.51% |
$3.83K - $4.56K
|
5.13K
$14.2K
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-2K- 14.89% |
$4.35K - $5.19K
|
11.4K
$31.6K
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-2.37K- 3.01% |
$5.18K - $6.17K
|
76.4K
$212K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-2.45K- 83.96% |
$5.34K - $6.37K
|
468
$1.3K
|
|
|
May 10, 2023
Q1 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-2.55K- 52.57% |
$5.55K - $6.62K
|
2.3K
$6.36K
|
|
|
Apr 19, 2023
Q1 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-2.74K- 12.17% |
$5.98K - $7.13K
|
19.8K
$54.8K
|
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-3K- 23.08% |
$6.54K - $7.8K
|
10K
$27.7K
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.2K- 13.98% |
$6.98K - $8.33K
|
19.7K
$54.6K
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.35K- 14.97% |
$7.3K - $8.7K
|
19K
$52.7K
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-3.72K- 2.85% |
$8.12K - $9.68K
|
127K
$352K
|
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
SELL
|
- |
-3.86K- 9.3% |
$8.42K - $10K
|
37.7K
$104K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-4K- 9.11% |
$8.72K - $10.4K
|
39.9K
$111K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-4.38K- 25.25% |
$9.54K - $11.4K
|
13K
$35.9K
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-4.55K- 14.89% |
$9.92K - $11.8K
|
26K
$72.1K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.71K- 16.47% |
$10.3K - $12.3K
|
23.9K
$66.2K
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-4.95K- 31.1% |
$10.8K - $12.9K
|
11K
$30.4K
|
|
|
May 15, 2023
Q1 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-5K- 30.3% |
$10.9K - $13K
|
11.5K
$31.9K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-5.18K- 17.13% |
$11.3K - $13.5K
|
25.1K
$69.4K
|
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-5.23K- 8.52% |
$11.4K - $13.6K
|
56.2K
$156K
|
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-5.48K- 13.11% |
$11.9K - $14.2K
|
36.3K
$101K
|
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5.49K- 80.7% |
$12K - $14.3K
|
1.31K
$3.64K
|
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-5.58K- 10.59% |
$12.2K - $14.5K
|
47.1K
$130K
|
|
|
May 12, 2023
Q1 2023
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-6.11K- 57.51% |
$13.3K - $15.9K
|
4.51K
$12.5K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.36K- 32.92% |
$13.9K - $16.5K
|
13K
$35.9K
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.44K- 0.68% |
$14K - $16.7K
|
940K
$2.6M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.6K- 76.05% |
$14.4K - $17.2K
|
2.08K
$5.76K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-6.98K- 6.73% |
$15.2K - $18.1K
|
96.7K
$268K
|
|
|
May 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-9.31K- 82.34% |
$20.3K - $24.2K
|
2K
$5.53K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-9.5K- 99.99% |
$20.7K - $24.7K
|
1
$2.77
|
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-11.7KClosed |
$25.5K - $30.4K
|
0
$0
|
|
|
Apr 26, 2023
Q1 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-12.6K- 1.12% |
$27.5K - $32.8K
|
1.11M
$3.08M
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-16.8K- 25.51% |
$36.6K - $43.6K
|
49K
$136K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-18.2K- 45.72% |
$39.8K - $47.4K
|
21.7K
$60K
|
|
|
May 12, 2023
Q1 2023
|
Ethic Inc.
New York, NY |
SELL
|
- |
-19.7K- 1.57% |
$43K - $51.2K
|
1.23M
$3.41M
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-20.4K- 17.04% |
$44.4K - $53K
|
99.2K
$275K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-20.9K- 1.27% |
$45.5K - $54.3K
|
1.63M
$4.51M
|
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.8K- 20.48% |
$49.6K - $59.2K
|
88.4K
$245K
|
|
|
May 12, 2023
Q1 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-23.5K- 38.08% |
$51.1K - $61K
|
38.2K
$106K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-24.8K- 1.13% |
$54K - $64.5K
|
2.18M
$6.03M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-28.8K- 5.95% |
$62.9K - $75K
|
456K
$1.26M
|
|
|
May 01, 2023
Q1 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-29.6K- 74.43% |
$64.6K - $77K
|
10.2K
$28.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-34.5K- 15.85% |
$75.3K - $89.8K
|
183K
$508K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-34.9K- 81.19% |
$76K - $90.7K
|
8.08K
$22.4K
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-45.8K- 21.75% |
$99.9K - $119K
|
165K
$456K
|
|
|
May 15, 2023
Q1 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-50.3K- 43.76% |
$110K - $131K
|
64.6K
$179K
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-78.3K- 24.25% |
$171K - $204K
|
245K
$677K
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-81.6K- 17.71% |
$178K - $212K
|
379K
$1.05M
|