Purchases and Sales Made in Q3 2024 in Lloyds Banking Group PLC (LYG)
This table provides information about the institutional ownership of Lloyds Banking Group PLC (LYG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.54K+ 4.41% |
$4.22K - $4.89K
|
36.5K
$100K
|
|
|
Oct 15, 2024
Q3 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
1.5K+ 8.11% |
$4.1K - $4.76K
|
20K
$55K
|
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
1.43K+ 3.8% |
$3.91K - $4.54K
|
39.1K
$108K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.4K+ 10.75% |
$3.82K - $4.44K
|
14.4K
$39.7K
|
|
|
Nov 14, 2024
Q3 2024
|
State Street Corp
Boston, MA |
BUY
|
- |
1.4K+ 2.45% |
$3.82K - $4.44K
|
58.6K
$161K
|
|
|
Nov 07, 2024
Q3 2024
|
Amg National Trust Bank
|
BUY
|
- |
1.35K+ 0.14% |
$3.69K - $4.29K
|
1M
$2.76M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.34K+ 2.82% |
$3.67K - $4.26K
|
49K
$135K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
1.31K+ 1.09% |
$3.58K - $4.16K
|
121K
$334K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.2K+ 2.4% |
$3.28K - $3.81K
|
51.2K
$141K
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.16K+ 7.24% |
$3.18K - $3.69K
|
17.2K
$47.4K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.05K+ 2.58% |
$2.85K - $3.31K
|
41.5K
$114K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
1KNew |
$2.73K - $3.17K
|
1K
$2.75K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
962+ 1.04% |
$2.63K - $3.05K
|
93.5K
$257K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
934+ 7.38% |
$2.55K - $2.96K
|
13.6K
$37.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
928+ 3.08% |
$2.53K - $2.94K
|
31K
$85.4K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
864+ 3.63% |
$2.36K - $2.74K
|
24.7K
$67.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
854+ 6.49% |
$2.33K - $2.71K
|
14K
$38.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
694+ 3.19% |
$1.89K - $2.2K
|
22.5K
$61.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
689+ 1.73% |
$1.88K - $2.18K
|
40.4K
$111K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
617+ 6.05% |
$1.68K - $1.96K
|
10.8K
$29.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
614+ 14.59% |
$1.68K - $1.95K
|
4.82K
$13.3K
|
|
|
Nov 26, 2024
Q3 2024
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
595+ 1.38% |
$1.62K - $1.89K
|
43.8K
$121K
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
584+ 2.63% |
$1.59K - $1.85K
|
22.8K
$62.7K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
552+ 14.57% |
$1.51K - $1.75K
|
4.34K
$11.9K
|
|
|
Nov 06, 2024
Q3 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
520+ 1.97% |
$1.42K - $1.65K
|
26.9K
$73.9K
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
398+ 4.61% |
$1.09K - $1.26K
|
9.03K
$24.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
369+ 2.78% |
$1.01K - $1.17K
|
13.6K
$37.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
352+ 0.03% |
$961 - $1.12K
|
1.06M
$2.91M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
348+ 0.98% |
$950 - $1.1K
|
35.8K
$98.4K
|
|
|
Oct 08, 2024
Q3 2024
|
Umb Bank, N.A.
|
BUY
|
- |
284+ 10.13% |
$775 - $900
|
3.09K
$8.49K
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
281+ 1.87% |
$767 - $891
|
15.3K
$42K
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
220+ 1.35% |
$601 - $697
|
16.5K
$45.5K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
206+ 0.25% |
$562 - $653
|
83K
$228K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
203+ 1.74% |
$554 - $644
|
11.9K
$32.6K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
183+ 16.56% |
$500 - $580
|
1.29K
$3.54K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
178+ 23.33% |
$486 - $564
|
941
$2.59K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
159+ 19.34% |
$434 - $504
|
981
$2.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
BUY
|
- |
126+ 1.74% |
$344 - $399
|
7.36K
$20.2K
|
|
|
Oct 25, 2024
Q3 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
118+ 0.53% |
$322 - $374
|
22.2K
$61.1K
|
|
|
Oct 09, 2024
Q3 2024
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
109+ 46.98% |
$298 - $346
|
341
$938
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
108+ 0.29% |
$295 - $342
|
37.9K
$104K
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
96+ 0.57% |
$262 - $304
|
16.9K
$46.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
88+ 9.95% |
$240 - $279
|
972
$2.67K
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
80New |
$218 - $254
|
80
$220
|
|
|
Oct 16, 2024
Q3 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
65+ 0.23% |
$177 - $206
|
28K
$76.9K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
51+ 0.1% |
$139 - $162
|
49K
$135K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
42+ 0.23% |
$115 - $133
|
18.4K
$50.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
35+ 0.2% |
$95.6 - $111
|
17.9K
$49.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
27+ 0.01% |
$73.7 - $85.6
|
221K
$608K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
26New |
$71 - $82.4
|
26
$71.5
|