Purchases and Sales Made in Q2 2024 in Lloyds Banking Group PLC (LYG)
This table provides information about the institutional ownership of Lloyds Banking Group PLC (LYG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2024
Q2 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
232New |
$568 - $659
|
232
$624
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
229+ 3.27% |
$561 - $650
|
7.23K
$19.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
211+ 3.26% |
$517 - $599
|
6.68K
$18K
|
|
|
Jul 12, 2024
Q2 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
161New |
$394 - $457
|
161
$433
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
155New |
$380 - $440
|
155
$417
|
|
|
Aug 05, 2024
Q2 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
86+ 0.12% |
$211 - $244
|
69K
$186K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
43+ 3.65% |
$105 - $122
|
1.22K
$3.28K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
33+ 3.3% |
$80.9 - $93.7
|
1.03K
$2.78K
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
BUY
|
- |
29+ 0.17% |
$71.1 - $82.4
|
17K
$45.8K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
17+ 1.62% |
$41.7 - $48.3
|
1.06K
$2.86K
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 12, 2024
Q2 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-21- 0.03% |
$51.5 - $59.6
|
61.4K
$165K
|
|
|
Jul 17, 2024
Q2 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-34- 0.31% |
$83.3 - $96.6
|
10.8K
$29K
|
|
|
Nov 01, 2024
Q2 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-91- 0.76% |
$223 - $258
|
11.8K
$31.8K
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
SELL
|
- |
-177- 1.05% |
$434 - $503
|
16.8K
$45.1K
|
|
|
Aug 13, 2024
Q2 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-246- 0.92% |
$603 - $699
|
26.4K
$70.9K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-339- 23.48% |
$831 - $963
|
1.11K
$2.97K
|
|
|
Aug 13, 2024
Q2 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-380- 1.53% |
$931 - $1.08K
|
24.5K
$66K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-387- 0.75% |
$948 - $1.1K
|
51.3K
$138K
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-397- 1.92% |
$973 - $1.13K
|
20.2K
$54.4K
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-442- 1.59% |
$1.08K - $1.26K
|
27.3K
$73.5K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-521- 0.56% |
$1.28K - $1.48K
|
92.5K
$249K
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-583- 0.96% |
$1.43K - $1.66K
|
60.2K
$162K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-695- 1.8% |
$1.7K - $1.97K
|
37.8K
$102K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-754- 5.59% |
$1.85K - $2.14K
|
12.7K
$34.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-907- 2.27% |
$2.22K - $2.58K
|
39K
$105K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-914- 4.08% |
$2.24K - $2.6K
|
21.5K
$57.8K
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
SELL
|
- |
-922- 2.51% |
$2.26K - $2.62K
|
35.9K
$96.5K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-936- 0.74% |
$2.29K - $2.66K
|
126K
$338K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.08K- 3.42% |
$2.65K - $3.07K
|
30.6K
$82.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.09K- 0.57% |
$2.67K - $3.1K
|
191K
$513K
|
|
|
Aug 14, 2024
Q2 2024
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-1.27K- 10.43% |
$3.11K - $3.61K
|
10.9K
$29.3K
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.31K- 0.29% |
$3.2K - $3.71K
|
443K
$1.19M
|
|
|
Jul 24, 2024
Q2 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.49K- 7.49% |
$3.64K - $4.22K
|
18.4K
$49.4K
|
|
|
Jul 10, 2024
Q2 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-1.62K- 1.49% |
$3.96K - $4.6K
|
107K
$288K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-1.71K- 3.61% |
$4.2K - $4.86K
|
45.7K
$123K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.78K- 1.29% |
$4.35K - $5.04K
|
136K
$366K
|
|
|
Aug 06, 2024
Q2 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1.81K- 1.06% |
$4.43K - $5.13K
|
169K
$455K
|
|
|
Jul 30, 2024
Q2 2024
|
Holistic Financial Partners
|
SELL
|
- |
-2.02K- 6.29% |
$4.94K - $5.73K
|
30K
$80.8K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-2.03K- 16.87% |
$4.97K - $5.77K
|
10K
$26.9K
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
SELL
|
- |
-2.14K- 2.63% |
$5.25K - $6.08K
|
79.4K
$214K
|
|
|
Aug 13, 2024
Q2 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-2.15K- 7.24% |
$5.27K - $6.11K
|
27.6K
$74.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2.37K- 4.52% |
$5.8K - $6.73K
|
50K
$135K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
SELL
|
- |
-2.45K- 19.66% |
$6K - $6.96K
|
10K
$26.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.55K- 64.57% |
$6.25K - $7.25K
|
1.4K
$3.77K
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.6K- 0.07% |
$6.36K - $7.37K
|
3.46M
$9.31M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.6K- 4.4% |
$6.38K - $7.39K
|
56.5K
$152K
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
SELL
|
- |
-2.68K- 5.54% |
$6.58K - $7.62K
|
45.8K
$123K
|
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-2.74K- 14.37% |
$6.7K - $7.77K
|
16.3K
$43.9K
|
|
|
Aug 14, 2024
Q2 2024
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-2.83K- 21.9% |
$6.94K - $8.05K
|
10.1K
$27.2K
|