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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-1.55K- 7.55% |
$2.92K - $3.79K
|
18.9K
$50.9K
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-1.56K- 2.64% |
$2.95K - $3.82K
|
57.5K
$155K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.6K- 11.02% |
$3.02K - $3.92K
|
12.9K
$34.8K
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-1.65K- 4.11% |
$3.12K - $4.04K
|
38.5K
$104K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.89K- 4.61% |
$3.58K - $4.64K
|
39.2K
$105K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.9K- 12.01% |
$3.59K - $4.65K
|
13.9K
$37.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-1.92K- 1.27% |
$3.63K - $4.7K
|
149K
$401K
|
|
|
Feb 14, 2024
Q4 2023
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-2.01K- 2.19% |
$3.8K - $4.92K
|
89.7K
$241K
|
|
|
Feb 09, 2024
Q4 2023
|
Connor, Clark & Lunn Investment Management Ltd.
|
SELL
|
- |
-2.11K- 0.92% |
$3.98K - $5.16K
|
227K
$611K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.12K- 1.95% |
$4.01K - $5.19K
|
107K
$287K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-2.13K- 1.2% |
$4.02K - $5.21K
|
174K
$469K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.13K- 0.84% |
$4.03K - $5.22K
|
252K
$678K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-2.18K- 9.27% |
$4.11K - $5.33K
|
21.3K
$57.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.25K- 8.98% |
$4.26K - $5.52K
|
22.8K
$61.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.36K- 5.16% |
$4.45K - $5.77K
|
43.3K
$117K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.67K- 4.18% |
$5.04K - $6.53K
|
61.1K
$164K
|
|
|
Feb 13, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.75K- 5.08% |
$5.2K - $6.74K
|
51.4K
$138K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-2.76K- 3.13% |
$5.21K - $6.75K
|
85.3K
$229K
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-3.37K- 4.03% |
$6.36K - $8.25K
|
80.1K
$215K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.41K- 21.55% |
$6.44K - $8.35K
|
12.4K
$33.4K
|
|
|
Jan 16, 2024
Q4 2023
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-3.53K- 2.24% |
$6.67K - $8.64K
|
154K
$414K
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-3.89K- 1.37% |
$7.36K - $9.54K
|
280K
$755K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-4.13K- 15.8% |
$7.8K - $10.1K
|
22K
$59.2K
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-4.81K- 6.3% |
$9.1K - $11.8K
|
71.6K
$193K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-5.03K- 27.92% |
$9.51K - $12.3K
|
13K
$34.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-5.17K- 9.24% |
$9.77K - $12.7K
|
50.8K
$137K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-5.39K- 5.02% |
$10.2K - $13.2K
|
102K
$274K
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-5.59K- 10.68% |
$10.6K - $13.7K
|
46.7K
$126K
|
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-6.41K- 4.32% |
$12.1K - $15.7K
|
142K
$382K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
SELL
|
- |
-6.84K- 2.57% |
$12.9K - $16.8K
|
260K
$699K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-7.52K- 37.21% |
$14.2K - $18.4K
|
12.7K
$34.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Prudent Man Advisors, LLC
|
SELL
|
- |
-7.65K- 15.51% |
$14.5K - $18.7K
|
41.7K
$112K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
SELL
|
- |
-8.01K- 38.22% |
$15.1K - $19.6K
|
13K
$34.8K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-8.42K- 69.87% |
$15.9K - $20.6K
|
3.63K
$9.76K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-8.42K- 69.87% |
$15.9K - $20.6K
|
3.63K
$9.76K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-10K- 33.33% |
$18.9K - $24.5K
|
20K
$53.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-10.1K- 47.67% |
$19.1K - $24.8K
|
11.1K
$29.9K
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-10.4K- 82.33% |
$19.7K - $25.5K
|
2.24K
$6.02K
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-12.5K- 23.82% |
$23.6K - $30.5K
|
39.9K
$107K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-13K- 52.0% |
$24.6K - $31.9K
|
12K
$32.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-13.3K- 38.08% |
$25.1K - $32.5K
|
21.6K
$58K
|
|
|
Jul 09, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-13.6K- 21.97% |
$25.8K - $33.4K
|
48.4K
$130K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-15K- 12.23% |
$28.3K - $36.7K
|
108K
$290K
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-16.1K- 42.71% |
$30.4K - $39.4K
|
21.6K
$58K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-16.4K- 8.41% |
$30.9K - $40.1K
|
178K
$479K
|
|
|
Feb 06, 2024
Q4 2023
|
Henry James International Management Inc.
|
SELL
|
- |
-18.5K- 1.98% |
$35K - $45.3K
|
918K
$2.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-18.8K- 15.48% |
$35.6K - $46.1K
|
103K
$276K
|
|
|
Jan 26, 2024
Q4 2023
|
Advisors Management Group Inc
|
SELL
|
- |
-19.7K- 1.8% |
$37.3K - $48.4K
|
1.08M
$2.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-20.4K- 2.25% |
$38.6K - $50K
|
886K
$2.38M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-20.7K- 44.99% |
$39.2K - $50.8K
|
25.3K
$68.2K
|