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 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.31K- 2.18% |
$6.32K - $7.34K
|
104K
$286K
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-2.32K- 9.23% |
$6.33K - $7.34K
|
22.8K
$62.7K
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2.39K- 3.96% |
$6.51K - $7.56K
|
57.8K
$159K
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.66K- 20.05% |
$7.26K - $8.43K
|
10.6K
$29.1K
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-2.74K- 1.63% |
$7.49K - $8.7K
|
165K
$454K
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-2.8K- 17.61% |
$7.64K - $8.88K
|
13.1K
$36K
|
|
Nov 14, 2024
Q3 2024
|
Copperleaf Capital, LLC
Raleigh, NC |
SELL
|
- |
-2.95K- 10.69% |
$8.05K - $9.35K
|
24.6K
$67.8K
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.1K- 32.38% |
$8.46K - $9.83K
|
6.47K
$17.8K
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-3.27K- 8.24% |
$8.93K - $10.4K
|
36.4K
$100K
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
SELL
|
- |
-3.41K- 7.45% |
$9.31K - $10.8K
|
42.4K
$116K
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.48K- 13.73% |
$9.49K - $11K
|
21.9K
$60.1K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-3.5K- 16.29% |
$9.56K - $11.1K
|
18K
$49.5K
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-3.93K- 3.28% |
$10.7K - $12.5K
|
116K
$319K
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-4.02K- 15.13% |
$11K - $12.7K
|
22.5K
$62K
|
|
Oct 16, 2024
Q3 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
SELL
|
- |
-4.08K- 20.56% |
$11.1K - $12.9K
|
15.8K
$43.4K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.31K- 21.32% |
$11.8K - $13.7K
|
15.9K
$43.8K
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-4.36K- 0.41% |
$11.9K - $13.8K
|
1.06M
$2.91M
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-4.43K- 9.57% |
$12.1K - $14K
|
41.8K
$115K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.73K- 2.22% |
$12.9K - $15K
|
208K
$573K
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.3K- 2.73% |
$14.5K - $16.8K
|
189K
$519K
|
|
Nov 12, 2024
Q3 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-5.84K- 24.29% |
$15.9K - $18.5K
|
18.2K
$50.1K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-6.36K- 24.23% |
$17.4K - $20.1K
|
19.9K
$54.7K
|
|
Nov 12, 2024
Q3 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-6.84K- 4.9% |
$18.7K - $21.7K
|
133K
$365K
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-6.97K- 21.0% |
$19K - $22.1K
|
26.2K
$72.1K
|
|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-8.14K- 70.2% |
$22.2K - $25.8K
|
3.46K
$9.5K
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-8.28K- 10.3% |
$22.6K - $26.2K
|
72.1K
$198K
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-8.68K- 3.42% |
$23.7K - $27.5K
|
245K
$674K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-9.7K- 27.85% |
$26.5K - $30.7K
|
25.1K
$69.1K
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-9.76K- 7.53% |
$26.6K - $30.9K
|
120K
$329K
|
|
Oct 25, 2024
Q3 2024
|
Veriti Management LLC
|
SELL
|
- |
-10.3K- 3.68% |
$28.1K - $32.6K
|
270K
$742K
|
|
Nov 14, 2024
Q3 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-10.8K- 1.39% |
$29.5K - $34.3K
|
769K
$2.11M
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-11K- 4.9% |
$30.1K - $35K
|
214K
$589K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-12.1K- 39.76% |
$33.2K - $38.5K
|
18.4K
$50.6K
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
SELL
|
- |
-13.6K- 3.57% |
$37K - $43K
|
366K
$1.01M
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-14.2K- 7.43% |
$38.7K - $44.9K
|
176K
$485K
|
|
Nov 08, 2024
Q3 2024
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-15K- 6.72% |
$40.8K - $47.4K
|
208K
$571K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-16.6K- 12.24% |
$45.4K - $52.8K
|
119K
$328K
|
|
Oct 10, 2024
Q3 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-17.4K- 16.29% |
$47.6K - $55.2K
|
89.5K
$246K
|
|
Oct 08, 2024
Q3 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-17.4K- 28.38% |
$47.6K - $55.2K
|
44K
$121K
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
SELL
|
- |
-19.2K- 63.8% |
$52.3K - $60.8K
|
10.9K
$29.9K
|
|
Nov 14, 2024
Q3 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-20.5K- 32.7% |
$56.1K - $65.1K
|
42.3K
$116K
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-24.3K- 68.08% |
$66.3K - $77K
|
11.4K
$31.3K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-29.9K- 29.79% |
$81.5K - $94.6K
|
70.4K
$193K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-30.5K- 43.0% |
$83.4K - $96.8K
|
40.5K
$111K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-31.7K- 4.94% |
$86.4K - $100K
|
609K
$1.68M
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-35.3K- 91.1% |
$96.5K - $112K
|
3.45K
$9.5K
|
|
Nov 13, 2024
Q3 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-42K- 14.52% |
$115K - $133K
|
247K
$679K
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-44K- 98.82% |
$120K - $139K
|
527
$1.45K
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-45.2K- 25.6% |
$123K - $143K
|
131K
$361K
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
SELL
|
- |
-46.8KClosed |
$128K - $148K
|
0
$0
|