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 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-4.13K- 6.24% |
$8.33K - $10.9K
|
62K
$167K
|
|
|
May 14, 2024
Q1 2024
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.17K- 5.56% |
$8.42K - $11K
|
70.7K
$190K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-4.18K- 22.11% |
$8.45K - $11K
|
14.7K
$39.6K
|
|
|
May 07, 2024
Q1 2024
|
M&T Bank Corp
|
SELL
|
- |
-4.32K- 7.9% |
$8.72K - $11.3K
|
50.3K
$135K
|
|
|
May 10, 2024
Q1 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-5.76K- 5.08% |
$11.6K - $15.2K
|
108K
$290K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-6.08K- 21.36% |
$12.3K - $16K
|
22.4K
$60.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-6.18K- 55.26% |
$12.5K - $16.2K
|
5K
$13.5K
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-6.25K- 15.69% |
$12.6K - $16.4K
|
33.6K
$90.4K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-6.73K- 12.43% |
$13.6K - $17.7K
|
47.4K
$127K
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-7.05K- 3.04% |
$14.2K - $18.5K
|
225K
$605K
|
|
|
May 15, 2024
Q1 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-7.2K- 8.02% |
$14.5K - $18.9K
|
82.5K
$222K
|
|
|
May 14, 2024
Q1 2024
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-7.34K- 17.61% |
$14.8K - $19.3K
|
34.3K
$92.3K
|
|
|
May 08, 2024
Q1 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-7.41K- 25.53% |
$15K - $19.5K
|
21.6K
$58.1K
|
|
|
May 10, 2024
Q1 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-7.47K- 4.86% |
$15.1K - $19.6K
|
146K
$394K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-8.18K- 7.97% |
$16.5K - $21.5K
|
94.5K
$254K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-8.24K- 13.03% |
$16.6K - $21.7K
|
55K
$148K
|
|
|
Apr 26, 2024
Q1 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-8.7K- 0.81% |
$17.6K - $22.9K
|
1.07M
$2.87M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-8.82K- 11.02% |
$17.8K - $23.2K
|
71.2K
$192K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-9K- 27.44% |
$18.2K - $23.7K
|
23.8K
$64K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-9.13K- 5.12% |
$18.4K - $24K
|
169K
$455K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-9.45K- 18.91% |
$19.1K - $24.9K
|
40.5K
$109K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-9.79K- 6.08% |
$19.8K - $25.7K
|
151K
$407K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.9K- 54.56% |
$22.1K - $28.8K
|
9.12K
$24.5K
|
|
|
May 06, 2024
Q1 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-11.2K- 1.71% |
$22.6K - $29.4K
|
643K
$1.73M
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-11.5K- 12.34% |
$23.2K - $30.2K
|
81.5K
$219K
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-11.7K- 31.16% |
$23.7K - $30.9K
|
25.9K
$69.8K
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-11.9K- 8.6% |
$24K - $31.3K
|
126K
$340K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
SELL
|
- |
-12K- 19.89% |
$24.3K - $31.6K
|
48.4K
$130K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-13.8K- 12.93% |
$27.9K - $36.3K
|
93K
$250K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-14.2K- 15.61% |
$28.7K - $37.3K
|
76.7K
$206K
|
|
|
May 08, 2024
Q1 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
SELL
|
- |
-14.3K- 13.82% |
$29K - $37.7K
|
89.5K
$241K
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
SELL
|
- |
-15.3K- 17.31% |
$31K - $40.3K
|
73.2K
$197K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-16.6K- 16.23% |
$33.4K - $43.5K
|
85.5K
$230K
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-16.6K- 1.59% |
$33.5K - $43.6K
|
1.02M
$2.75M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-23.5K- 56.33% |
$47.5K - $61.8K
|
18.2K
$49K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-23.7K- 11.2% |
$47.9K - $62.3K
|
188K
$506K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-24.2K- 65.94% |
$48.9K - $63.6K
|
12.5K
$33.6K
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
SELL
|
- |
-24.8K- 46.82% |
$50.1K - $65.2K
|
28.2K
$75.8K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-26.9K- 38.84% |
$54.4K - $70.8K
|
42.4K
$114K
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-34.4K- 39.86% |
$69.5K - $90.5K
|
51.9K
$140K
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-35.9K- 72.27% |
$72.4K - $94.3K
|
13.8K
$37K
|
|
|
May 15, 2024
Q1 2024
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
SELL
|
- |
-38.1K- 70.56% |
$77K - $100K
|
15.9K
$42.8K
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-40.3K- 20.95% |
$81.4K - $106K
|
152K
$409K
|
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-41K- 5.78% |
$82.8K - $108K
|
668K
$1.8M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-41.9K- 32.98% |
$84.6K - $110K
|
85.2K
$229K
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-44.2K- 15.76% |
$89.3K - $116K
|
236K
$636K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-46.8K- 18.48% |
$94.5K - $123K
|
206K
$555K
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
SELL
|
- |
-47.1K- 16.68% |
$95.2K - $124K
|
236K
$634K
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-48.9K- 16.89% |
$98.8K - $129K
|
241K
$647K
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-50K- 52.47% |
$101K - $131K
|
45.3K
$122K
|