Purchases and Sales Made in Q4 2021 in Lloyds Banking Group PLC (LYG)
This table provides information about the institutional ownership of Lloyds Banking Group PLC (LYG) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
3KNew |
$6.9K - $8.28K
|
3K
$8.49K
|
|
Feb 04, 2022
Q4 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.97K+ 15.77% |
$6.83K - $8.2K
|
21.8K
$61.7K
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
2.9K+ 5.45% |
$6.67K - $8.01K
|
56.1K
$159K
|
|
Feb 14, 2022
Q4 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.8K+ 26.26% |
$6.44K - $7.73K
|
13.5K
$38.1K
|
|
Jan 24, 2022
Q4 2021
|
Private Capital Group, LLC
|
BUY
|
- |
2.77K+ 304.62% |
$6.38K - $7.65K
|
3.68K
$10.4K
|
|
Feb 08, 2022
Q4 2021
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.5K+ 13.92% |
$5.74K - $6.89K
|
20.4K
$57.8K
|
|
May 17, 2022
Q4 2021
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
2.45KNew |
$5.62K - $6.75K
|
2.45K
$6.92K
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
2.05K+ 1.38% |
$4.71K - $5.66K
|
151K
$427K
|
|
Jan 18, 2022
Q4 2021
|
Arlington Partners LLC
|
BUY
|
- |
1.9KNew |
$4.37K - $5.25K
|
1.9K
$5.38K
|
|
Feb 09, 2022
Q4 2021
|
Umb Bank, N.A.
|
BUY
|
- |
1.83KNew |
$4.21K - $5.05K
|
1.83K
$5.18K
|
|
Feb 11, 2022
Q4 2021
|
Meeder Asset Management Inc
|
BUY
|
- |
1.6KNew |
$3.68K - $4.42K
|
1.6K
$4.53K
|
|
Feb 14, 2022
Q4 2021
|
Glassman Wealth Services
|
BUY
|
- |
1.56K+ 40.18% |
$3.59K - $4.31K
|
5.45K
$15.4K
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.5K+ 9.38% |
$3.45K - $4.14K
|
17.5K
$49.5K
|
|
Feb 10, 2022
Q4 2021
|
Cfo4 Life Group, LLC
|
BUY
|
- |
1.07K+ 2.58% |
$2.47K - $2.96K
|
42.6K
$121K
|
|
Jan 20, 2022
Q4 2021
|
High Mark Wealth Management LLC
|
BUY
|
- |
992New |
$2.28K - $2.74K
|
992
$2.81K
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
991New |
$2.28K - $2.74K
|
991
$2.8K
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
980+ 1.16% |
$2.25K - $2.7K
|
85.1K
$241K
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
966+ 2.9% |
$2.22K - $2.67K
|
34.2K
$96.9K
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
929+ 5.35% |
$2.14K - $2.56K
|
18.3K
$51.8K
|
|
Jan 19, 2022
Q4 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
880+ 28.36% |
$2.02K - $2.43K
|
3.98K
$11.3K
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
778New |
$1.79K - $2.15K
|
778
$2.2K
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
667New |
$1.53K - $1.84K
|
667
$1.89K
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
445+ 2.05% |
$1.02K - $1.23K
|
22.1K
$62.6K
|
|
Feb 03, 2022
Q4 2021
|
Brighton Jones LLC
|
BUY
|
- |
417+ 3.76% |
$959 - $1.15K
|
11.5K
$32.6K
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
367+ 3.35% |
$844 - $1.01K
|
11.3K
$32.1K
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
360+ 9.17% |
$828 - $994
|
4.29K
$12.1K
|
|
Feb 08, 2022
Q4 2021
|
Norwood Financial Corp
|
BUY
|
- |
205New |
$471 - $566
|
205
$580
|
|
Jan 31, 2022
Q4 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
201+ 1.29% |
$462 - $555
|
15.8K
$44.6K
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-8Closed |
$18.4 - $22.1
|
0
$0
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-27Closed |
$62.1 - $74.5
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
SELL
|
- |
-105- 0.4% |
$241 - $290
|
26.4K
$74.6K
|
|
Jan 14, 2022
Q4 2021
|
Gateway Advisory, LLC
Westfield, NJ |
SELL
|
- |
-127- 1.05% |
$292 - $351
|
12K
$34K
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-182- 1.6% |
$419 - $502
|
11.2K
$31.6K
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-399- 1.91% |
$918 - $1.1K
|
20.5K
$58.1K
|
|
Jan 31, 2022
Q4 2021
|
Toth Financial Advisory Corp
|
SELL
|
- |
-400Closed |
$920 - $1.1K
|
0
$0
|
|
Aug 16, 2024
Q4 2021
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-402- 34.13% |
$925 - $1.11K
|
776
$2.2K
|
|
Jan 25, 2022
Q4 2021
|
Pds Planning, Inc
|
SELL
|
- |
-546- 4.57% |
$1.26K - $1.51K
|
11.4K
$32.2K
|
|
Feb 07, 2022
Q4 2021
|
M&T Bank Corp
|
SELL
|
- |
-614- 2.86% |
$1.41K - $1.69K
|
20.9K
$59.1K
|
|
Jan 21, 2022
Q4 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-670- 1.99% |
$1.54K - $1.85K
|
33K
$93.5K
|
|
Feb 15, 2022
Q4 2021
|
Albion Financial Group
|
SELL
|
- |
-750- 47.59% |
$1.72K - $2.07K
|
826
$2.34K
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-825- 7.21% |
$1.9K - $2.28K
|
10.6K
$30K
|
|
Jan 14, 2022
Q4 2021
|
Freedman Financial Associates, Inc.
Peabody, MA |
SELL
|
- |
-1.01KClosed |
$2.33K - $2.79K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.06K- 5.06% |
$2.45K - $2.94K
|
20K
$56.5K
|
|
Feb 14, 2022
Q4 2021
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-1.12K- 5.27% |
$2.59K - $3.1K
|
20.2K
$57.2K
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-1.2K- 5.02% |
$2.76K - $3.31K
|
22.7K
$64.2K
|
|
Jan 28, 2022
Q4 2021
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.2KClosed |
$2.76K - $3.31K
|
0
$0
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.47K- 0.88% |
$3.37K - $4.05K
|
166K
$469K
|
|
Feb 03, 2022
Q4 2021
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-1.51K- 1.07% |
$3.47K - $4.16K
|
140K
$396K
|