Purchases and Sales Made in Q2 2023 in Lloyds Banking Group PLC (LYG)
This table provides information about the institutional ownership of Lloyds Banking Group PLC (LYG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
10.1KNew |
$21.1K - $24.8K
|
10.1K
$30.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
10.1KNew |
$21.1K - $24.8K
|
10.1K
$30.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
10KNew |
$20.9K - $24.6K
|
10K
$30.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
9.93K+ 19.89% |
$20.7K - $24.4K
|
59.8K
$181K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
8.35K+ 18.29% |
$17.5K - $20.5K
|
54K
$163K
|
|
|
Jul 25, 2023
Q2 2023
|
Umb Bank, N.A.
|
BUY
|
- |
8.28K+ 1153.2% |
$17.3K - $20.4K
|
9K
$27.2K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
8.16K+ 31.28% |
$17.1K - $20.1K
|
34.3K
$103K
|
|
|
Aug 11, 2023
Q2 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
7.97K+ 45.18% |
$16.6K - $19.6K
|
25.6K
$77.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
BUY
|
- |
7.73K+ 3.57% |
$16.2K - $19K
|
224K
$678K
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
7.45K+ 14.33% |
$15.6K - $18.3K
|
59.4K
$179K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
7.43K+ 29.63% |
$15.5K - $18.3K
|
32.5K
$98.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.83K+ 26.46% |
$14.3K - $16.8K
|
32.6K
$98.6K
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
6.48K+ 6.18% |
$13.5K - $15.9K
|
111K
$336K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
6.31K+ 43.28% |
$13.2K - $15.5K
|
20.9K
$63K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.3K+ 44.3% |
$13.2K - $15.5K
|
20.5K
$62K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
5.67K+ 0.69% |
$11.8K - $13.9K
|
826K
$2.49M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.31KNew |
$11.1K - $13.1K
|
5.31K
$16K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5.26K+ 24.3% |
$11K - $12.9K
|
26.9K
$81.3K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
5.26K+ 24.3% |
$11K - $12.9K
|
26.9K
$81.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
5.23K+ 22.43% |
$10.9K - $12.9K
|
28.5K
$86.2K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
5.02K+ 10.24% |
$10.5K - $12.3K
|
54K
$163K
|
|
|
Jul 14, 2023
Q2 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
4.97K+ 17.5% |
$10.4K - $12.2K
|
33.4K
$101K
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
4.67K+ 31.46% |
$9.76K - $11.5K
|
19.5K
$58.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
4.67K+ 31.46% |
$9.76K - $11.5K
|
19.5K
$58.9K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
4.6K+ 231.65% |
$9.61K - $11.3K
|
6.58K
$19.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
4.15K+ 4.02% |
$8.68K - $10.2K
|
107K
$325K
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
4.07K+ 10.79% |
$8.5K - $10K
|
41.7K
$126K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
4.05K+ 0.57% |
$8.47K - $9.97K
|
719K
$2.17M
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.77K+ 37.0% |
$7.87K - $9.26K
|
13.9K
$42.1K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.71K+ 16.65% |
$7.76K - $9.13K
|
26K
$78.5K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.23K+ 13.14% |
$6.74K - $7.94K
|
27.8K
$83.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
3.19K+ 21.1% |
$6.67K - $7.85K
|
18.3K
$55.3K
|
|
|
Aug 04, 2023
Q2 2023
|
Simplex Trading, LLC
|
BUY
|
- |
3.17KNew |
$6.62K - $7.79K
|
3.17K
$9.57K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3.04K+ 30.39% |
$6.35K - $7.48K
|
13K
$39.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
2.85K+ 6.37% |
$5.96K - $7.01K
|
47.6K
$144K
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.83K+ 40.06% |
$5.91K - $6.96K
|
9.89K
$29.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.83K+ 5.9% |
$5.91K - $6.95K
|
50.7K
$153K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2.64KNew |
$5.51K - $6.49K
|
2.64K
$7.96K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.6KNew |
$5.44K - $6.41K
|
2.6K
$7.86K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.37K+ 0.05% |
$4.96K - $5.83K
|
4.37M
$13.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
2.28K+ 20.55% |
$4.77K - $5.62K
|
13.4K
$40.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.28K+ 2.43% |
$4.76K - $5.6K
|
96K
$290K
|
|
|
Aug 09, 2023
Q2 2023
|
Ellevest, Inc.
|
BUY
|
- |
2.23K+ 1.11% |
$4.65K - $5.47K
|
202K
$611K
|
|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.2K+ 2.18% |
$4.6K - $5.42K
|
103K
$311K
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.2K+ 2.18% |
$4.6K - $5.42K
|
103K
$311K
|
|
|
Jul 27, 2023
Q2 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
2.19K+ 8.48% |
$4.58K - $5.39K
|
28K
$84.7K
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.07K+ 6.35% |
$4.33K - $5.09K
|
34.7K
$105K
|
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.79K+ 5.52% |
$3.75K - $4.41K
|
34.2K
$103K
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
1.68KNew |
$3.5K - $4.13K
|
1.68K
$5.06K
|
|
|
Aug 10, 2023
Q2 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.67K+ 828.22% |
$3.5K - $4.12K
|
1.88K
$5.66K
|