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 17, 2023
Q3 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-2.67K- 0.24% |
$5.34K - $6.39K
|
1.1M
$3.01M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.97K- 5.37% |
$5.94K - $7.1K
|
52.3K
$144K
|
|
|
Oct 30, 2023
Q3 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-3.1K- 22.08% |
$6.19K - $7.4K
|
10.9K
$30K
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
SELL
|
- |
-3.15K- 9.07% |
$6.29K - $7.52K
|
31.5K
$86.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-3.38K- 25.94% |
$6.77K - $8.09K
|
9.66K
$26.6K
|
|
|
Nov 06, 2023
Q3 2023
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-3.6K- 12.59% |
$7.19K - $8.59K
|
25K
$68.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-4.18K- 2.74% |
$8.36K - $9.99K
|
148K
$408K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-4.29K- 15.46% |
$8.59K - $10.3K
|
23.5K
$64.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-4.46K- 26.17% |
$8.92K - $10.7K
|
12.6K
$34.6K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-4.48K- 17.53% |
$8.96K - $10.7K
|
21.1K
$58K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.51K- 16.76% |
$9.03K - $10.8K
|
22.4K
$61.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-4.51K- 16.76% |
$9.03K - $10.8K
|
22.4K
$61.6K
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
SELL
|
- |
-4.78K- 24.41% |
$9.56K - $11.4K
|
14.8K
$40.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-5.01K- 19.66% |
$10K - $12K
|
20.5K
$56.3K
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6.08K- 37.37% |
$12.2K - $14.5K
|
10.2K
$28K
|
|
|
Oct 30, 2023
Q3 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-6.17K- 13.33% |
$12.3K - $14.8K
|
40.1K
$110K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
SELL
|
- |
-6.82K- 2.31% |
$13.6K - $16.3K
|
288K
$792K
|
|
|
Nov 08, 2023
Q3 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-7.12K- 17.84% |
$14.2K - $17K
|
32.8K
$90.2K
|
|
|
Nov 14, 2023
Q3 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-7.48K- 23.97% |
$15K - $17.9K
|
23.7K
$65.2K
|
|
|
Oct 30, 2023
Q3 2023
|
Yousif Capital Management, LLC
|
SELL
|
- |
-7.76K- 2.84% |
$15.5K - $18.5K
|
265K
$729K
|
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-7.91K- 22.19% |
$15.8K - $18.9K
|
27.7K
$76.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8K- 12.53% |
$16K - $19.1K
|
55.9K
$154K
|
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-8.16K- 23.82% |
$16.3K - $19.5K
|
26.1K
$71.7K
|
|
|
Oct 18, 2023
Q3 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-8.28K- 92.02% |
$16.6K - $19.8K
|
718
$1.97K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-8.3K- 11.24% |
$16.6K - $19.8K
|
65.5K
$180K
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-8.31K- 56.22% |
$16.6K - $19.9K
|
6.47K
$17.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-8.73K- 12.59% |
$17.5K - $20.9K
|
60.6K
$167K
|
|
|
Nov 14, 2023
Q3 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-8.85K- 31.73% |
$17.7K - $21.2K
|
19.1K
$52.4K
|
|
|
Oct 19, 2023
Q3 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-8.85K- 31.73% |
$17.7K - $21.2K
|
19.1K
$52.4K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-8.86K- 38.67% |
$17.7K - $21.2K
|
14.1K
$38.6K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-8.9K- 8.57% |
$17.8K - $21.3K
|
94.9K
$261K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-9.14K- 19.53% |
$18.3K - $21.8K
|
37.7K
$104K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-9.26K- 18.2% |
$18.5K - $22.1K
|
41.6K
$114K
|
|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-10.1K- 0.05% |
$20.1K - $24K
|
19.4M
$53.2M
|
|
|
Jul 09, 2024
Q3 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-10.4K- 44.76% |
$20.8K - $24.9K
|
12.9K
$35.3K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-11.1K- 93.11% |
$22.3K - $26.6K
|
824
$2.27K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-11.2K- 24.53% |
$22.4K - $26.8K
|
34.5K
$94.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-12K- 13.2% |
$24.1K - $28.7K
|
79.1K
$218K
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-13.1K- 21.96% |
$26.1K - $31.2K
|
46.4K
$128K
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-13.6K- 18.62% |
$27.1K - $32.4K
|
59.3K
$163K
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-14.1K- 23.61% |
$28.3K - $33.8K
|
45.7K
$126K
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-15.5K- 88.3% |
$30.9K - $37K
|
2.05K
$5.64K
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-16.7K- 10.78% |
$33.5K - $40K
|
139K
$381K
|
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-19.5K- 2.62% |
$39K - $46.6K
|
725K
$1.99M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-19.6K- 5.19% |
$39.2K - $46.8K
|
358K
$984K
|
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-20.8K- 41.42% |
$41.7K - $49.8K
|
29.5K
$81.1K
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-22K- 3.07% |
$44.1K - $52.7K
|
697K
$1.92M
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-23K- 6.68% |
$46K - $54.9K
|
321K
$884K
|
|
|
Nov 08, 2023
Q3 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
SELL
|
- |
-27.1K- 7.98% |
$54.3K - $64.8K
|
313K
$861K
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-31.6K- 14.03% |
$63.2K - $75.5K
|
194K
$532K
|