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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
BUY
|
- |
300+ 2.53% |
$606 - $789
|
12.2K
$32.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
241+ 0.36% |
$487 - $634
|
67.6K
$182K
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
BUY
|
- |
216+ 2.04% |
$436 - $568
|
10.8K
$29K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
189+ 5.61% |
$382 - $497
|
3.56K
$9.57K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
184+ 1.01% |
$372 - $484
|
18.4K
$49.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
143+ 0.63% |
$289 - $376
|
23K
$61.9K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
98+ 0.31% |
$198 - $258
|
31.8K
$85.6K
|
|
|
Apr 16, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
73+ 0.1% |
$147 - $192
|
71.7K
$193K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
59+ 23.6% |
$119 - $155
|
309
$831
|
|
|
May 13, 2024
Q1 2024
|
Xponance, Inc.
|
BUY
|
- |
19+ 0.19% |
$38.4 - $50
|
10.2K
$27.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
BUY
|
- |
3+ 0.01% |
$6.06 - $7.89
|
31.7K
$85.2K
|
|
|
Nov 01, 2024
Q1 2024
|
Fmb Wealth Management
Westlake Village, CA |
BUY
|
- |
1+ 0.01% |
$2.02 - $2.63
|
11.9K
$32K
|
|
|
May 06, 2024
Q1 2024
|
Assetmark, Inc
|
BUY
|
- |
1+ 0.0% |
$2.02 - $2.63
|
22.7K
$61K
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Clari Vest Asset Management LLC
San Diego, CA |
SELL
|
- |
-24- 9.16% |
$48.5 - $63.1
|
238
$640
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-67- 25.0% |
$135 - $176
|
201
$541
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-83- 15.57% |
$168 - $218
|
450
$1.21K
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-129- 1.05% |
$261 - $339
|
12.1K
$32.6K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-227- 0.37% |
$459 - $597
|
60.9K
$164K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-302- 0.46% |
$610 - $794
|
65.2K
$175K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-325- 2.04% |
$657 - $855
|
15.6K
$42K
|
|
|
May 14, 2024
Q1 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-327- 1.09% |
$661 - $860
|
29.7K
$80K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-358- 2.89% |
$723 - $942
|
12.1K
$32.4K
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-378- 1.8% |
$764 - $994
|
20.6K
$55.5K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-432- 1.7% |
$873 - $1.14K
|
24.9K
$67K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-461- 3.57% |
$931 - $1.21K
|
12.5K
$33.5K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-488- 0.45% |
$986 - $1.28K
|
107K
$288K
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-658- 3.39% |
$1.33K - $1.73K
|
18.8K
$50.5K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-964- 2.15% |
$1.95K - $2.54K
|
43.8K
$118K
|
|
|
Apr 26, 2024
Q1 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-1.13K- 28.76% |
$2.29K - $2.98K
|
2.8K
$7.54K
|
|
|
May 08, 2024
Q1 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-1.21K- 5.82% |
$2.44K - $3.18K
|
19.6K
$52.6K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-1.21K- 10.35% |
$2.45K - $3.18K
|
10.5K
$28.2K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.34K- 59.77% |
$2.7K - $3.52K
|
900
$2.42K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-1.47K- 60.16% |
$2.98K - $3.88K
|
976
$2.63K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
SELL
|
- |
-1.48K- 4.39% |
$3K - $3.9K
|
32.3K
$86.8K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.5K- 1.44% |
$3.03K - $3.95K
|
103K
$277K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-1.52K- 6.15% |
$3.07K - $4K
|
23.2K
$62.4K
|
|
|
May 14, 2024
Q1 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-1.6K- 11.0% |
$3.23K - $4.21K
|
12.9K
$34.8K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.73K- 8.0% |
$3.49K - $4.54K
|
19.9K
$53.4K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-1.73K- 8.0% |
$3.49K - $4.54K
|
19.9K
$53.4K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-2.04K- 81.04% |
$4.12K - $5.36K
|
477
$1.28K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-2.32K- 5.83% |
$4.69K - $6.11K
|
37.6K
$101K
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.4K- 11.24% |
$4.84K - $6.3K
|
18.9K
$50.9K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-3.1K- 14.66% |
$6.25K - $8.14K
|
18K
$48.5K
|
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-3.52K- 2.48% |
$7.11K - $9.25K
|
138K
$372K
|
|
|
May 14, 2024
Q1 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.77K- 8.95% |
$7.61K - $9.91K
|
38.3K
$103K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-3.84K- 18.43% |
$7.76K - $10.1K
|
17K
$45.7K
|
|
|
May 07, 2024
Q1 2024
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-3.94K- 34.43% |
$7.96K - $10.4K
|
7.51K
$20.2K
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-4.11K- 8.24% |
$8.31K - $10.8K
|
45.8K
$123K
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-4.12K- 13.54% |
$8.33K - $10.8K
|
26.3K
$70.9K
|