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 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-574- 0.35% |
$1.2K - $1.41K
|
164K
$496K
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-629- 27.4% |
$1.31K - $1.55K
|
1.67K
$5.03K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-727- 5.84% |
$1.52K - $1.79K
|
11.7K
$35.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
SELL
|
- |
-810- 0.21% |
$1.69K - $1.99K
|
388K
$1.17M
|
|
|
Jul 31, 2023
Q2 2023
|
Bellevue Asset Management, LLC
Bellevue, WA |
SELL
|
- |
-849- 57.4% |
$1.77K - $2.09K
|
630
$1.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
SELL
|
- |
-882- 6.42% |
$1.84K - $2.17K
|
12.9K
$38.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-984- 2.01% |
$2.06K - $2.42K
|
48K
$145K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-1K- 6.3% |
$2.09K - $2.46K
|
14.9K
$44.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-1.13K- 7.99% |
$2.37K - $2.79K
|
13K
$39.4K
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-1.16K- 5.88% |
$2.43K - $2.86K
|
18.6K
$56.3K
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.19K- 6.09% |
$2.49K - $2.92K
|
18.3K
$55.4K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.42K- 11.03% |
$2.97K - $3.49K
|
11.4K
$34.6K
|
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
SELL
|
- |
-1.6K- 7.42% |
$3.34K - $3.93K
|
20K
$60.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-1.63K- 6.57% |
$3.41K - $4.02K
|
23.2K
$70.1K
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
SELL
|
- |
-1.67K- 4.16% |
$3.5K - $4.12K
|
38.6K
$117K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.77K- 2.17% |
$3.7K - $4.35K
|
79.5K
$240K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.78K- 9.38% |
$3.73K - $4.39K
|
17.2K
$52K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.9K- 5.01% |
$3.97K - $4.67K
|
36K
$109K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2.05K- 36.1% |
$4.29K - $5.05K
|
3.63K
$11K
|
|
|
Aug 11, 2023
Q2 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-2.5K- 3.51% |
$5.22K - $6.14K
|
68.5K
$207K
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2.62K- 2.2% |
$5.47K - $6.44K
|
116K
$351K
|
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-2.88K- 4.31% |
$6.01K - $7.07K
|
63.9K
$193K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.92K- 8.03% |
$6.09K - $7.17K
|
33.4K
$101K
|
|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3.06K- 89.07% |
$6.39K - $7.52K
|
375
$1.13K
|
|
|
Jul 20, 2023
Q2 2023
|
Pds Planning, Inc
|
SELL
|
- |
-3.39K- 11.18% |
$7.09K - $8.35K
|
27K
$81.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-3.4K- 0.5% |
$7.1K - $8.35K
|
678K
$2.05M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-3.59K- 11.19% |
$7.5K - $8.83K
|
28.5K
$86K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-3.88K- 1.3% |
$8.11K - $9.54K
|
295K
$890K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-3.94K- 78.82% |
$8.24K - $9.69K
|
1.06K
$3.2K
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-3.99K- 5.19% |
$8.34K - $9.81K
|
72.8K
$220K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.22K- 14.71% |
$8.83K - $10.4K
|
24.5K
$73.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-4.41K- 9.15% |
$9.21K - $10.8K
|
43.8K
$132K
|
|
|
Aug 08, 2023
Q2 2023
|
Gitterman Wealth Management, LLC
|
SELL
|
- |
-4.71K- 6.5% |
$9.85K - $11.6K
|
67.8K
$205K
|
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-5.07K- 5.27% |
$10.6K - $12.5K
|
91.1K
$275K
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-5.71K- 3.61% |
$11.9K - $14K
|
153K
$461K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-6.25K- 32.37% |
$13.1K - $15.4K
|
13.1K
$39.5K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.78K- 33.03% |
$14.2K - $16.7K
|
13.7K
$41.5K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-7.56K- 9.29% |
$15.8K - $18.6K
|
73.8K
$223K
|
|
|
Jul 07, 2023
Q2 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-7.64K- 28.15% |
$16K - $18.8K
|
19.5K
$58.9K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-8.22K- 7.33% |
$17.2K - $20.2K
|
104K
$314K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-8.36K- 8.22% |
$17.5K - $20.6K
|
93.3K
$282K
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-8.57K- 14.55% |
$17.9K - $21.1K
|
50.3K
$152K
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-8.58K- 3.67% |
$17.9K - $21.1K
|
225K
$680K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-9.26K- 4.22% |
$19.4K - $22.8K
|
210K
$635K
|
|
|
Aug 02, 2023
Q2 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-9.38K- 16.7% |
$19.6K - $23.1K
|
46.8K
$141K
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
SELL
|
- |
-9.43K- 22.73% |
$19.7K - $23.2K
|
32.1K
$96.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.56K- 2.52% |
$20K - $23.5K
|
370K
$1.12M
|
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-9.63K- 1.16% |
$20.1K - $23.7K
|
821K
$2.48M
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-10.2K- 2.34% |
$21.4K - $25.2K
|
427K
$1.29M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-10.7K- 20.81% |
$22.3K - $26.3K
|
40.7K
$123K
|