Purchases and Sales Made in Q4 2022 in Lloyds Banking Group PLC (LYG)
This table provides information about the institutional ownership of Lloyds Banking Group PLC (LYG) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
10.2KNew |
$17.6K - $23.3K
|
10.2K
$30.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
9.28K+ 4180.18% |
$16K - $21.2K
|
9.5K
$28.7K
|
|
|
Feb 07, 2023
Q4 2022
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
8.87K+ 22.18% |
$15.3K - $20.2K
|
48.9K
$148K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
8.68KNew |
$14.9K - $19.8K
|
8.68K
$26.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
8.53K+ 65.57% |
$14.7K - $19.4K
|
21.5K
$65K
|
|
|
Jan 24, 2023
Q4 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
7.97K+ 27.43% |
$13.7K - $18.2K
|
37K
$112K
|
|
|
Feb 10, 2023
Q4 2022
|
Assetmark, Inc
|
BUY
|
- |
7.39K+ 4.99% |
$12.7K - $16.8K
|
156K
$470K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
6.97K+ 3.45% |
$12K - $15.9K
|
209K
$632K
|
|
|
Jan 27, 2023
Q4 2022
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
6.7K+ 6.85% |
$11.5K - $15.3K
|
104K
$316K
|
|
|
Feb 13, 2023
Q4 2022
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
6.46K+ 15.46% |
$11.1K - $14.7K
|
48.2K
$146K
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
6.31K+ 32.79% |
$10.9K - $14.4K
|
25.5K
$77.2K
|
|
|
Feb 09, 2023
Q4 2022
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
6.29K+ 15.44% |
$10.8K - $14.3K
|
47K
$142K
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.13K+ 6.29% |
$10.5K - $14K
|
104K
$313K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
6K+ 37.5% |
$10.3K - $13.7K
|
22K
$66.4K
|
|
|
Jan 12, 2023
Q4 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
5.58K+ 8.85% |
$9.59K - $12.7K
|
68.6K
$207K
|
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.36K+ 5.07% |
$9.22K - $12.2K
|
111K
$336K
|
|
|
Feb 10, 2023
Q4 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
4.3K+ 796.48% |
$7.4K - $9.81K
|
4.84K
$14.6K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
4.1K+ 30.97% |
$7.05K - $9.35K
|
17.3K
$52.4K
|
|
|
Jan 23, 2023
Q4 2022
|
First Affirmative Financial Network
|
BUY
|
- |
3.86K+ 23.26% |
$6.63K - $8.79K
|
20.4K
$61.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
3.56K+ 19.44% |
$6.13K - $8.13K
|
21.9K
$66.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
3.46K+ 11.03% |
$5.95K - $7.88K
|
34.8K
$105K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.26K+ 1.02% |
$5.6K - $7.42K
|
323K
$975K
|
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.55K+ 7.08% |
$4.39K - $5.81K
|
38.6K
$116K
|
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
2.45KNew |
$4.21K - $5.59K
|
2.45K
$7.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Veery Capital, LLC
|
BUY
|
- |
2.35K+ 20.51% |
$4.04K - $5.35K
|
13.8K
$41.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.25K+ 0.99% |
$3.88K - $5.14K
|
229K
$691K
|
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.07K+ 0.52% |
$3.56K - $4.72K
|
404K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.89K+ 2.56% |
$3.25K - $4.31K
|
75.7K
$229K
|
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
1.88K+ 2.82% |
$3.23K - $4.28K
|
68.6K
$207K
|
|
|
Jan 31, 2023
Q4 2022
|
Sage Rhino Capital LLC
|
BUY
|
- |
1.78K+ 6.75% |
$3.07K - $4.07K
|
28.2K
$85.1K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.7K+ 11.46% |
$2.92K - $3.87K
|
16.5K
$49.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
1.53K+ 5.27% |
$2.63K - $3.49K
|
30.6K
$92.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
1.15K+ 3.67% |
$1.98K - $2.63K
|
32.6K
$98.5K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
1.01K+ 3.34% |
$1.73K - $2.29K
|
31.1K
$93.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
1KNew |
$1.72K - $2.28K
|
1K
$3.02K
|
|
|
Jan 25, 2023
Q4 2022
|
Fifth Third Bancorp
|
BUY
|
- |
868New |
$1.49K - $1.98K
|
868
$2.62K
|
|
|
Feb 14, 2023
Q4 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
825New |
$1.42K - $1.88K
|
825
$2.49K
|
|
|
Feb 14, 2023
Q4 2022
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
807+ 6.17% |
$1.39K - $1.84K
|
13.9K
$42K
|
|
|
Feb 08, 2023
Q4 2022
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
756+ 2.86% |
$1.3K - $1.72K
|
27.2K
$82.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
696+ 0.99% |
$1.2K - $1.59K
|
70.8K
$214K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
691+ 6.51% |
$1.19K - $1.58K
|
11.3K
$34.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
668New |
$1.15K - $1.52K
|
668
$2.02K
|
|
|
Apr 04, 2024
Q4 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
533New |
$917 - $1.22K
|
533
$1.61K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
477New |
$820 - $1.09K
|
477
$1.44K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
468New |
$805 - $1.07K
|
468
$1.41K
|
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
434+ 2.19% |
$746 - $990
|
20.3K
$61.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
408New |
$702 - $930
|
408
$1.23K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
404+ 0.98% |
$695 - $921
|
41.8K
$126K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
345+ 13.69% |
$593 - $787
|
2.87K
$8.65K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
269+ 1.7% |
$463 - $613
|
16.1K
$48.6K
|