Purchases and Sales Made in Q1 2024 in Lloyds Banking Group PLC (LYG)
This table provides information about the institutional ownership of Lloyds Banking Group PLC (LYG) during Q1 2024. 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 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
2.77KNew |
$5.6K - $7.29K
|
2.77K
$7.45K
|
|
|
Apr 25, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
2.76K+ 6.23% |
$5.58K - $7.27K
|
47.1K
$127K
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.69K+ 7.63% |
$5.43K - $7.07K
|
37.9K
$102K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.67K+ 24.62% |
$5.39K - $7.02K
|
13.5K
$36.3K
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
2.67K+ 1.58% |
$5.38K - $7.01K
|
171K
$460K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
2.54K+ 363.18% |
$5.12K - $6.67K
|
3.23K
$8.7K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.32K+ 494.66% |
$4.68K - $6.09K
|
2.78K
$7.49K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2.25KNew |
$4.55K - $5.92K
|
2.25K
$6.05K
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
2.23K+ 12.63% |
$4.5K - $5.85K
|
19.9K
$53.4K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
2.12K+ 1010.48% |
$4.29K - $5.58K
|
2.33K
$6.27K
|
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
2.11K+ 8.86% |
$4.26K - $5.55K
|
25.9K
$69.7K
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
2.03K+ 20.3% |
$4.1K - $5.34K
|
12K
$32.4K
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.03K+ 0.13% |
$4.09K - $5.33K
|
1.54M
$4.14M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2KNew |
$4.04K - $5.26K
|
2K
$5.38K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.96K+ 6.2% |
$3.96K - $5.16K
|
33.6K
$90.4K
|
|
|
May 13, 2024
Q1 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
1.91K+ 15.15% |
$3.85K - $5.01K
|
14.5K
$39K
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.89K+ 5.47% |
$3.81K - $4.97K
|
36.4K
$98K
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.79K+ 3.53% |
$3.62K - $4.71K
|
52.6K
$141K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.75K+ 1.35% |
$3.54K - $4.61K
|
132K
$354K
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.51K+ 8.63% |
$3.06K - $3.98K
|
19.1K
$51.3K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.44KNew |
$2.92K - $3.8K
|
1.44K
$3.88K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
1.43K+ 9.43% |
$2.89K - $3.76K
|
16.6K
$44.7K
|
|
|
May 08, 2024
Q1 2024
|
Henry James International Management Inc.
|
BUY
|
- |
1.37K+ 0.15% |
$2.78K - $3.61K
|
919K
$2.47M
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.36K+ 7.82% |
$2.74K - $3.57K
|
18.7K
$50.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
1.21K+ 2.43% |
$2.44K - $3.17K
|
50.7K
$136K
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
1.2K+ 39.97% |
$2.43K - $3.16K
|
4.21K
$11.3K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.08KNew |
$2.18K - $2.83K
|
1.08K
$2.9K
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
1.04K+ 3.17% |
$2.11K - $2.74K
|
33.9K
$91.3K
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.03K+ 3.24% |
$2.08K - $2.71K
|
32.9K
$88.4K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1K+ 39.4% |
$2.02K - $2.63K
|
3.54K
$9.52K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
1KNew |
$2.02K - $2.63K
|
1K
$2.69K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
948+ 4.15% |
$1.91K - $2.49K
|
23.8K
$63.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
927+ 5.85% |
$1.87K - $2.44K
|
16.8K
$45.1K
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
888+ 2.05% |
$1.79K - $2.34K
|
44.2K
$119K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
874+ 7.16% |
$1.77K - $2.3K
|
13.1K
$35.2K
|
|
|
May 14, 2024
Q1 2024
|
Entry Point Capital, LLC
New York, NY |
BUY
|
- |
866New |
$1.75K - $2.28K
|
866
$2.33K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
822New |
$1.66K - $2.16K
|
822
$2.21K
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
791+ 1.81% |
$1.6K - $2.08K
|
44.5K
$120K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
788+ 4.04% |
$1.59K - $2.07K
|
20.3K
$54.5K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
788+ 4.04% |
$1.59K - $2.07K
|
20.3K
$54.5K
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
756+ 3.33% |
$1.53K - $1.99K
|
23.4K
$63.1K
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
659+ 3.2% |
$1.33K - $1.73K
|
21.3K
$57.2K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
621+ 0.35% |
$1.25K - $1.63K
|
176K
$473K
|
|
|
Apr 26, 2024
Q1 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
501+ 1.81% |
$1.01K - $1.32K
|
28.2K
$75.8K
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
429+ 25.58% |
$867 - $1.13K
|
2.11K
$5.67K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
402+ 1.91% |
$812 - $1.06K
|
21.4K
$57.7K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
381+ 120.19% |
$770 - $1K
|
698
$1.88K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
374+ 0.55% |
$755 - $984
|
68.9K
$185K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
BUY
|
- |
315+ 0.29% |
$636 - $828
|
109K
$292K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
311+ 2.54% |
$628 - $818
|
12.6K
$33.8K
|