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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
590+ 2.41% |
$1.18K - $1.41K
|
25.1K
$68.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
540New |
$1.08K - $1.29K
|
540
$1.49K
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
523+ 2.62% |
$1.05K - $1.25K
|
20.5K
$56.3K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
500New |
$1K - $1.2K
|
500
$1.38K
|
|
|
Oct 31, 2023
Q3 2023
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
445+ 2.28% |
$890 - $1.06K
|
20K
$54.9K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
445+ 2.28% |
$890 - $1.06K
|
20K
$54.9K
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
383+ 1.83% |
$766 - $915
|
21.3K
$58.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
322New |
$644 - $770
|
322
$886
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
315+ 15750.0% |
$630 - $753
|
317
$872
|
|
|
Nov 13, 2023
Q3 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
172+ 16.24% |
$344 - $411
|
1.23K
$3.39K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
168+ 35.9% |
$336 - $402
|
636
$1.75K
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
163+ 1.65% |
$326 - $390
|
10.1K
$27.6K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
142New |
$284 - $339
|
142
$391
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
140+ 127.27% |
$280 - $335
|
250
$688
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
103+ 0.4% |
$206 - $246
|
26.1K
$71.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
78+ 0.09% |
$156 - $186
|
88.1K
$242K
|
|
|
Nov 13, 2023
Q3 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
68+ 0.11% |
$136 - $163
|
60.7K
$167K
|
|
|
Oct 17, 2023
Q3 2023
|
Five Oceans Advisors
|
BUY
|
- |
17+ 0.06% |
$34 - $40.6
|
29.1K
$80.1K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
11+ 1.06% |
$22 - $26.3
|
1.05K
$2.88K
|
|
|
Nov 03, 2023
Q3 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 15, 2024
Q3 2023
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-70- 0.58% |
$140 - $167
|
11.9K
$32.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-144- 0.06% |
$288 - $344
|
229K
$631K
|
|
|
Nov 13, 2023
Q3 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-164- 0.06% |
$328 - $392
|
284K
$782K
|
|
|
Oct 25, 2023
Q3 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-196- 0.84% |
$392 - $468
|
23K
$63.3K
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-295- 0.16% |
$590 - $705
|
183K
$504K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
SELL
|
- |
-342- 1.23% |
$684 - $817
|
27.5K
$75.6K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-352- 10.94% |
$704 - $841
|
2.87K
$7.88K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-358- 2.41% |
$716 - $856
|
14.5K
$39.9K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-466- 3.72% |
$932 - $1.11K
|
12K
$33.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-600- 3.74% |
$1.2K - $1.43K
|
15.4K
$42.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-676- 4.29% |
$1.35K - $1.62K
|
15.1K
$41.5K
|
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-717- 6.26% |
$1.43K - $1.71K
|
10.7K
$29.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-756- 4.46% |
$1.51K - $1.81K
|
16.2K
$44.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-760- 0.36% |
$1.52K - $1.82K
|
209K
$576K
|
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-827- 1.03% |
$1.65K - $1.98K
|
79.5K
$219K
|
|
|
Nov 02, 2023
Q3 2023
|
M&T Bank Corp
|
SELL
|
- |
-864- 1.85% |
$1.73K - $2.06K
|
45.8K
$126K
|
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-874- 10.96% |
$1.75K - $2.09K
|
7.1K
$19.5K
|
|
|
Oct 26, 2023
Q3 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-931- 2.95% |
$1.86K - $2.23K
|
30.7K
$84.3K
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-1.1K- 99.91% |
$2.2K - $2.63K
|
1
$2.75
|
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.25K- 0.77% |
$2.5K - $2.99K
|
161K
$443K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.41K- 8.21% |
$2.83K - $3.38K
|
15.8K
$43.5K
|
|
|
Oct 17, 2023
Q3 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.45K- 10.54% |
$2.9K - $3.46K
|
12.3K
$33.8K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.5K- 2.87% |
$3K - $3.59K
|
50.8K
$140K
|
|
|
Nov 09, 2023
Q3 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.66K- 1.08% |
$3.31K - $3.96K
|
151K
$416K
|
|
|
Nov 09, 2023
Q3 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-1.7K- 3.34% |
$3.41K - $4.07K
|
49.3K
$136K
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
SELL
|
- |
-2.03K- 5.26% |
$4.06K - $4.85K
|
36.6K
$101K
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-2.09K- 4.39% |
$4.18K - $5K
|
45.5K
$125K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-2.55K- 45.24% |
$5.11K - $6.1K
|
3.09K
$8.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Pds Planning, Inc
|
SELL
|
- |
-2.59K- 9.61% |
$5.18K - $6.19K
|
24.4K
$67K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.61K- 5.0% |
$5.21K - $6.23K
|
49.5K
$136K
|