Purchases and Sales Made in Q4 2023 in Lloyds Banking Group PLC (LYG)
This table provides information about the institutional ownership of Lloyds Banking Group PLC (LYG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Mondrian Investment Partners LTD
London, X0 |
BUY
|
- |
35.5M+ 121.74% |
$67M - $86.9M
|
64.6M
$174M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
17.8M+ 149.93% |
$33.7M - $43.6M
|
29.7M
$79.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
10.4M+ 96.89% |
$19.7M - $25.5M
|
21.1M
$56.9M
|
|
|
Feb 13, 2024
Q4 2023
|
American Century Companies Inc
Kansas City, MO |
BUY
|
- |
4.27MNew |
$8.07M - $10.5M
|
4.27M
$11.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Norges Bank
Oslo, Q8 |
BUY
|
- |
2MNew |
$3.78M - $4.9M
|
2M
$5.38M
|
|
|
Feb 06, 2024
Q4 2023
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
1.84M+ 34.84% |
$3.48M - $4.51M
|
7.12M
$19.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
1.45MNew |
$2.74M - $3.56M
|
1.45M
$3.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.39M+ 32.42% |
$2.62M - $3.4M
|
5.67M
$15.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
1.36M+ 153.55% |
$2.57M - $3.33M
|
2.24M
$6.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
1.24M+ 15.79% |
$2.35M - $3.04M
|
9.1M
$24.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.23M+ 722.52% |
$2.32M - $3.01M
|
1.4M
$3.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
1.18M+ 5.63% |
$2.23M - $2.89M
|
22.2M
$59.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
1MNew |
$1.89M - $2.45M
|
1M
$2.69M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
897K+ 48.86% |
$1.7M - $2.2M
|
2.73M
$7.35M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
811K+ 4.41% |
$1.53M - $1.99M
|
19.2M
$51.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
695K+ 11.75% |
$1.31M - $1.7M
|
6.61M
$17.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
689K+ 81.15% |
$1.3M - $1.69M
|
1.54M
$4.13M
|
|
|
Feb 14, 2024
Q4 2023
|
English Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
629KNew |
$1.19M - $1.54M
|
629K
$1.69M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
577K+ 20.54% |
$1.09M - $1.41M
|
3.39M
$9.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
549K+ 120.74% |
$1.04M - $1.35M
|
1M
$2.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
472K+ 23.92% |
$891K - $1.16M
|
2.44M
$6.57M
|
|
|
Feb 07, 2024
Q4 2023
|
Dimensional Fund Advisors LP
Austin, TX |
BUY
|
- |
439K+ 2.41% |
$830K - $1.08M
|
18.6M
$50.1M
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
421K+ 78.45% |
$796K - $1.03M
|
958K
$2.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
379K+ 27.67% |
$716K - $928K
|
1.75M
$4.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
373K+ 9.55% |
$706K - $915K
|
4.28M
$11.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
341K+ 127.85% |
$644K - $834K
|
607K
$1.63M
|
|
|
Feb 08, 2024
Q4 2023
|
First Eagle Investment Management, LLC
|
BUY
|
- |
337K+ 9.96% |
$636K - $825K
|
3.72M
$10M
|
|
|
Feb 14, 2024
Q4 2023
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
BUY
|
- |
304KNew |
$575K - $745K
|
304K
$818K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
273K+ 35.48% |
$515K - $668K
|
1.04M
$2.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
271K+ 457.94% |
$513K - $665K
|
331K
$889K
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
270K+ 272.25% |
$511K - $662K
|
369K
$994K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
246KNew |
$466K - $604K
|
246K
$663K
|
|
|
Feb 09, 2024
Q4 2023
|
Hrt Financial LP
New York, NY |
BUY
|
- |
232K+ 129.76% |
$439K - $569K
|
411K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
226K+ 63.23% |
$428K - $554K
|
584K
$1.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
218KNew |
$413K - $535K
|
218K
$588K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
162K+ 88.26% |
$305K - $396K
|
345K
$927K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
146K+ 14.79% |
$277K - $358K
|
1.14M
$3.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
139K+ 53.32% |
$262K - $340K
|
399K
$1.07M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
138KNew |
$262K - $339K
|
138K
$372K
|
|
|
Feb 26, 2024
Q4 2023
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
137KNew |
$259K - $336K
|
137K
$369K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
121K+ 4.34% |
$229K - $297K
|
2.92M
$7.85M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
118K+ 150.31% |
$223K - $289K
|
196K
$528K
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
108K+ 49.31% |
$203K - $264K
|
326K
$877K
|
|
|
Feb 07, 2024
Q4 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
107KNew |
$202K - $262K
|
107K
$288K
|
|
|
Jan 02, 2024
Q4 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
105KNew |
$198K - $256K
|
105K
$281K
|
|
|
Feb 01, 2024
Q4 2023
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
104KNew |
$196K - $254K
|
104K
$279K
|
|
|
Feb 14, 2024
Q4 2023
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
95.5K+ 6.89% |
$180K - $234K
|
1.48M
$3.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
93.9K+ 18.9% |
$178K - $230K
|
591K
$1.59M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
89.1K+ 76.49% |
$168K - $218K
|
205K
$553K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
85.3K+ 0.88% |
$161K - $209K
|
9.83M
$26.5M
|