Purchases and Sales Made in Q3 2023 in Lloyds Banking Group PLC (LYG)
This table provides information about the institutional ownership of Lloyds Banking Group PLC (LYG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
10.5KNew |
$21.1K - $25.2K
|
10.5K
$29K
|
|
|
Nov 14, 2023
Q3 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
10.2KNew |
$20.4K - $24.3K
|
10.2K
$28K
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
10.2KNew |
$20.3K - $24.3K
|
10.2K
$28K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
10.1KNew |
$20.3K - $24.2K
|
10.1K
$27.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
10.1KNew |
$20.2K - $24.1K
|
10.1K
$27.7K
|
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
10KNew |
$20.1K - $24K
|
10K
$27.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
9.94K+ 74.24% |
$19.9K - $23.8K
|
23.3K
$64.2K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
9.57KNew |
$19.1K - $22.9K
|
9.57K
$26.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
8.87K+ 31.64% |
$17.7K - $21.2K
|
36.9K
$102K
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
8.42K+ 231.93% |
$16.8K - $20.1K
|
12K
$33.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.13KNew |
$16.3K - $19.4K
|
8.13K
$22.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
7.68K+ 15.13% |
$15.4K - $18.3K
|
58.4K
$161K
|
|
|
Nov 03, 2023
Q3 2023
|
Ieq Capital, LLC
|
BUY
|
- |
7.54K+ 54.07% |
$15.1K - $18K
|
21.5K
$59.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
7.28K+ 3.27% |
$14.6K - $17.4K
|
230K
$632K
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
7.09K+ 51.09% |
$14.2K - $16.9K
|
21K
$57.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
6.46K+ 4.0% |
$12.9K - $15.4K
|
168K
$461K
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
6.43K+ 12.98% |
$12.9K - $15.4K
|
55.9K
$154K
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
6.4K+ 3.47% |
$12.8K - $15.3K
|
191K
$525K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
6.25K+ 47.86% |
$12.5K - $14.9K
|
19.3K
$53.1K
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
6.03K+ 1.41% |
$12.1K - $14.4K
|
433K
$1.19M
|
|
|
Nov 01, 2023
Q3 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
5.95K+ 5.54% |
$11.9K - $14.2K
|
113K
$312K
|
|
|
Oct 31, 2023
Q3 2023
|
Optas, LLC
|
BUY
|
- |
5.64K+ 13.5% |
$11.3K - $13.5K
|
47.4K
$130K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4.96K+ 48.55% |
$9.92K - $11.8K
|
15.2K
$41.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
4.93K+ 6.47% |
$9.85K - $11.8K
|
81K
$223K
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
4.92K+ 9.99% |
$9.83K - $11.7K
|
54.1K
$149K
|
|
|
Nov 14, 2023
Q3 2023
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
4.7K+ 5.4% |
$9.4K - $11.2K
|
91.7K
$252K
|
|
|
Nov 02, 2023
Q3 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
4.66K+ 6.86% |
$9.31K - $11.1K
|
72.5K
$199K
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
4.55K+ 12.63% |
$9.09K - $10.9K
|
40.5K
$111K
|
|
|
Nov 13, 2023
Q3 2023
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
4.48K+ 17.5% |
$8.96K - $10.7K
|
30.1K
$82.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
3.79K+ 3.95% |
$7.58K - $9.06K
|
99.8K
$274K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.76K+ 1.53% |
$7.53K - $9K
|
249K
$685K
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.41K+ 10.21% |
$6.82K - $8.15K
|
36.8K
$101K
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.3K+ 3.2% |
$6.59K - $7.88K
|
106K
$292K
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.57K+ 6.33% |
$5.15K - $6.15K
|
43.3K
$119K
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
2.54K+ 4.7% |
$5.08K - $6.07K
|
56.5K
$155K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.54KNew |
$5.08K - $6.07K
|
2.54K
$6.98K
|
|
|
Oct 18, 2023
Q3 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
2.39K+ 8.67% |
$4.79K - $5.72K
|
30K
$82.5K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.21K+ 0.96% |
$4.41K - $5.27K
|
233K
$641K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
2.2K+ 7.74% |
$4.41K - $5.27K
|
30.7K
$84.4K
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.16K+ 5.55% |
$4.32K - $5.16K
|
41.1K
$113K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
2K+ 100.0% |
$4K - $4.78K
|
4K
$11K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
1.66K+ 2.04% |
$3.33K - $3.98K
|
83.4K
$229K
|
|
|
Nov 02, 2023
Q3 2023
|
Crumly & Associates Inc.
|
BUY
|
- |
1.5K+ 5.7% |
$3K - $3.59K
|
27.8K
$76.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
1.45K+ 77.17% |
$2.89K - $3.46K
|
3.32K
$9.14K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
1.31K+ 13.93% |
$2.63K - $3.14K
|
10.7K
$29.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.21KNew |
$2.41K - $2.88K
|
1.21K
$3.32K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.17K+ 9.81% |
$2.34K - $2.8K
|
13.1K
$36K
|
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.05K+ 2.4% |
$2.1K - $2.51K
|
44.8K
$123K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
800New |
$1.6K - $1.91K
|
800
$2.2K
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
603+ 1.21% |
$1.21K - $1.44K
|
50.6K
$139K
|