Purchases and Sales Made in Q4 2024 in Lloyds Banking Group PLC (LYG)
This table provides information about the institutional ownership of Lloyds Banking Group PLC (LYG) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
41.9K+ 42.8% |
$112K - $135K
|
140K
$398K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
40.6KNew |
$108K - $131K
|
40.6K
$116K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
39.7K+ 15.93% |
$106K - $128K
|
289K
$823K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
27.9KNew |
$74.5K - $90.1K
|
27.9K
$79.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
19.7K+ 93.35% |
$52.5K - $63.5K
|
40.7K
$116K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
18.1K+ 88.36% |
$48.2K - $58.3K
|
38.5K
$110K
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
13.5K+ 0.56% |
$36K - $43.6K
|
2.43M
$6.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
13.4KNew |
$35.9K - $43.4K
|
13.4K
$38.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
12.7KNew |
$33.9K - $41K
|
12.7K
$36.2K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
12.3K+ 3.71% |
$32.7K - $39.6K
|
343K
$978K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
11K+ 28.95% |
$29.3K - $35.5K
|
48.9K
$139K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
10.6K+ 8.83% |
$28.4K - $34.4K
|
131K
$374K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
7.6K+ 8.49% |
$20.3K - $24.5K
|
97.1K
$277K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
5.6K+ 33.21% |
$14.9K - $18.1K
|
22.4K
$64K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
2.83K+ 16.43% |
$7.57K - $9.15K
|
20.1K
$57.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.89K+ 6.74% |
$5.03K - $6.09K
|
29.9K
$85.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.56K+ 5.37% |
$4.17K - $5.04K
|
30.6K
$87.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.5K+ 9.17% |
$4.01K - $4.85K
|
17.9K
$50.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.04KNew |
$2.77K - $3.36K
|
1.04K
$2.96K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
736New |
$1.97K - $2.38K
|
736
$2.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
601+ 4.01% |
$1.6K - $1.94K
|
15.6K
$44.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
399+ 9.8% |
$1.07K - $1.29K
|
4.47K
$12.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
112+ 1.11% |
$299 - $362
|
10.2K
$29K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-103- 0.8% |
$275 - $333
|
12.8K
$36.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-109- 31.96% |
$291 - $352
|
232
$661
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-131- 1.45% |
$350 - $423
|
8.9K
$25.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-284- 9.2% |
$758 - $917
|
2.8K
$7.99K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-441- 1.15% |
$1.18K - $1.42K
|
38K
$108K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-768- 1.75% |
$2.05K - $2.48K
|
43.2K
$123K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-779- 1.92% |
$2.08K - $2.52K
|
39.7K
$113K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-815- 0.92% |
$2.18K - $2.63K
|
88K
$251K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-841- 6.17% |
$2.25K - $2.72K
|
12.8K
$36.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-1.41K- 0.7% |
$3.77K - $4.56K
|
201K
$573K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-1.57K- 2.3% |
$4.19K - $5.07K
|
66.8K
$190K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.09K- 2.23% |
$5.57K - $6.74K
|
91.4K
$261K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.62K- 7.42% |
$7K - $8.46K
|
32.7K
$93.1K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.11K- 21.24% |
$8.29K - $10K
|
11.5K
$32.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-3.61K- 8.81% |
$9.64K - $11.7K
|
37.3K
$106K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-4.38K- 5.66% |
$11.7K - $14.2K
|
73K
$208K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-6.47K- 12.26% |
$17.3K - $20.9K
|
46.3K
$132K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-7.6K- 9.15% |
$20.3K - $24.5K
|
75.4K
$215K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-7.82K- 23.05% |
$20.9K - $25.3K
|
26.1K
$74.4K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-8.41K- 21.64% |
$22.5K - $27.2K
|
30.5K
$86.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-9.92K- 6.73% |
$26.5K - $32K
|
138K
$392K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-13K- 65.0% |
$34.7K - $42K
|
7K
$20K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-24K- 2.27% |
$64.2K - $77.6K
|
1.03M
$2.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-43.9K- 24.73% |
$117K - $142K
|
134K
$381K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-59.6K- 28.6% |
$159K - $193K
|
149K
$424K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-80.8K- 1.65% |
$216K - $261K
|
4.81M
$13.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-86.2K- 88.65% |
$230K - $278K
|
11K
$31.5K
|