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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.65K+ 6.9% |
$3.45K - $4.06K
|
25.6K
$77.2K
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.25K+ 1.84% |
$2.61K - $3.08K
|
69.4K
$210K
|
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
1.24K+ 1.56% |
$2.58K - $3.04K
|
80.3K
$243K
|
|
|
Jul 28, 2023
Q2 2023
|
Independent Advisor Alliance
|
BUY
|
- |
1.23K+ 1.76% |
$2.57K - $3.03K
|
71.1K
$215K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
1.23K+ 9.71% |
$2.57K - $3.02K
|
13.9K
$41.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
1.18K+ 0.64% |
$2.47K - $2.91K
|
185K
$558K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.13K+ 12.47% |
$2.37K - $2.78K
|
10.2K
$30.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
1.11K+ 9.71% |
$2.32K - $2.73K
|
12.5K
$37.8K
|
|
|
Aug 11, 2023
Q2 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.1K+ 110200.0% |
$2.3K - $2.71K
|
1.1K
$3.33K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
967New |
$2.02K - $2.38K
|
967
$2.92K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
920+ 53.55% |
$1.92K - $2.26K
|
2.64K
$7.97K
|
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
807+ 1.77% |
$1.69K - $1.99K
|
46.3K
$140K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
750+ 1.97% |
$1.57K - $1.85K
|
38.9K
$118K
|
|
|
Jul 18, 2023
Q2 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
730+ 1.61% |
$1.53K - $1.8K
|
46.1K
$139K
|
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
650+ 2.38% |
$1.36K - $1.6K
|
27.9K
$84.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
650+ 2.38% |
$1.36K - $1.6K
|
27.9K
$84.3K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
643+ 7.31% |
$1.34K - $1.58K
|
9.44K
$28.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
618+ 2.0% |
$1.29K - $1.52K
|
31.5K
$95.2K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
587+ 0.76% |
$1.23K - $1.44K
|
77.6K
$234K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
517+ 10.09% |
$1.08K - $1.27K
|
5.64K
$17K
|
|
|
Aug 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
498+ 3.03% |
$1.04K - $1.23K
|
16.9K
$51.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
498New |
$1.04K - $1.23K
|
498
$1.5K
|
|
|
Jul 31, 2023
Q2 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
436+ 1.4% |
$911 - $1.07K
|
31.6K
$95.4K
|
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
395+ 0.81% |
$826 - $972
|
49.2K
$149K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
380+ 3.28% |
$794 - $935
|
12K
$36.1K
|
|
|
Aug 03, 2023
Q2 2023
|
Addison Advisors LLC
|
BUY
|
- |
341+ 1.24% |
$713 - $839
|
27.8K
$84K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
291New |
$608 - $716
|
291
$879
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
251New |
$525 - $617
|
251
$758
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
227+ 0.19% |
$474 - $558
|
120K
$362K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
200New |
$418 - $492
|
200
$604
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
134New |
$280 - $330
|
134
$405
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
110New |
$230 - $271
|
110
$332
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
106+ 0.82% |
$222 - $261
|
13.1K
$39.5K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
100New |
$209 - $246
|
100
$302
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
91+ 0.1% |
$190 - $224
|
88K
$266K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
44New |
$92 - $108
|
44
$133
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
34New |
$71.1 - $83.6
|
34
$103
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
10+ 0.07% |
$20.9 - $24.6
|
13.9K
$42K
|
|
|
Aug 14, 2023
Q2 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2024
Q2 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-3- 0.03% |
$6.27 - $7.38
|
12K
$36.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-76- 2.31% |
$159 - $187
|
3.22K
$9.72K
|
|
|
Apr 04, 2024
Q2 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-83- 15.57% |
$173 - $204
|
450
$1.36K
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-215- 0.26% |
$449 - $529
|
81.8K
$247K
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-222- 47.13% |
$464 - $546
|
249
$752
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-282- 0.28% |
$589 - $694
|
98.9K
$299K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-292- 1.7% |
$610 - $718
|
16.9K
$51.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-356- 11.01% |
$744 - $876
|
2.88K
$8.69K
|
|
|
Aug 09, 2023
Q2 2023
|
M&T Bank Corp
|
SELL
|
- |
-416- 0.88% |
$869 - $1.02K
|
46.6K
$141K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-472- 4.82% |
$986 - $1.16K
|
9.33K
$28.2K
|
|
|
Jul 26, 2023
Q2 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-474- 31.39% |
$991 - $1.17K
|
1.04K
$3.13K
|