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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.13MNew |
$11M - $13.3M
|
4.13M
$12.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
620K+ 3120.82% |
$1.66M - $2M
|
640K
$1.98M
|
|
|
Feb 05, 2025
Q4 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
412K+ 20.99% |
$1.1M - $1.33M
|
2.37M
$7.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Ativo Capital Management LLC
Chicago, IL |
BUY
|
- |
249KNew |
$665K - $805K
|
249K
$770K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
145K+ 4.17% |
$387K - $468K
|
3.62M
$11.2M
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
79.7KNew |
$213K - $257K
|
79.7K
$246K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
70.8K+ 6.71% |
$189K - $229K
|
1.13M
$3.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
61.1K+ 28.88% |
$163K - $197K
|
272K
$842K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
53.7K+ 7.09% |
$143K - $173K
|
811K
$2.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
51.2KNew |
$137K - $165K
|
51.2K
$158K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
50K+ 134.73% |
$134K - $162K
|
87.1K
$269K
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
48.9KNew |
$131K - $158K
|
48.9K
$151K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
41.9K+ 197.24% |
$112K - $135K
|
63.1K
$195K
|
|
|
Jan 15, 2025
Q4 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
41.9K+ 42.8% |
$112K - $135K
|
140K
$432K
|
|
|
Feb 05, 2025
Q4 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
41.2KNew |
$110K - $133K
|
41.2K
$127K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
40.6KNew |
$108K - $131K
|
40.6K
$125K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
39.7K+ 15.93% |
$106K - $128K
|
289K
$893K
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
33.2K+ 18.77% |
$88.7K - $107K
|
210K
$649K
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
28KNew |
$74.8K - $90.4K
|
28K
$86.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
27.9KNew |
$74.5K - $90.1K
|
27.9K
$86.2K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
24.5K+ 17.08% |
$65.4K - $79.1K
|
168K
$519K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
20.8K+ 34.67% |
$55.5K - $67.2K
|
80.8K
$250K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
19.9KNew |
$53.1K - $64.2K
|
19.9K
$61.4K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
19.7K+ 93.35% |
$52.5K - $63.5K
|
40.7K
$126K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
18.6K+ 4.28% |
$49.7K - $60.1K
|
454K
$1.4M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
18.1K+ 88.36% |
$48.2K - $58.3K
|
38.5K
$119K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
17.2K+ 4.25% |
$45.8K - $55.4K
|
421K
$1.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.4K+ 31.29% |
$41.2K - $49.8K
|
64.7K
$200K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
14.2KNew |
$37.9K - $45.8K
|
14.2K
$43.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
14.1KNew |
$37.7K - $45.6K
|
14.1K
$43.7K
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
13.5K+ 0.56% |
$36K - $43.6K
|
2.43M
$7.5M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
13.4KNew |
$35.9K - $43.4K
|
13.4K
$41.5K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
12.7KNew |
$33.9K - $41K
|
12.7K
$39.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
12.7K+ 31.25% |
$33.8K - $40.9K
|
53.1K
$164K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
12.6KNew |
$33.6K - $40.6K
|
12.6K
$38.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
12.5K+ 11.91% |
$33.5K - $40.5K
|
118K
$364K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
12.3K+ 3.71% |
$32.7K - $39.6K
|
343K
$1.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
11.7KNew |
$31.4K - $37.9K
|
11.7K
$36.3K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
11.3K+ 7.61% |
$30.1K - $36.4K
|
160K
$493K
|
|
|
Jan 24, 2025
Q4 2024
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
11.3KNew |
$30.1K - $36.4K
|
11.3K
$34.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
11K+ 28.95% |
$29.3K - $35.5K
|
48.9K
$151K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
10.7K+ 18.31% |
$28.6K - $34.6K
|
69.3K
$214K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
10.6K+ 8.83% |
$28.4K - $34.4K
|
131K
$405K
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
BUY
|
- |
8.89K+ 15.96% |
$23.7K - $28.7K
|
64.6K
$200K
|
|
|
Feb 03, 2025
Q4 2024
|
Crumly & Associates Inc.
|
BUY
|
- |
8.04K+ 31.87% |
$21.5K - $26K
|
33.3K
$103K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.76K+ 28.8% |
$20.7K - $25.1K
|
34.7K
$107K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
7.6K+ 8.49% |
$20.3K - $24.5K
|
97.1K
$300K
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
7.38K+ 0.62% |
$19.7K - $23.9K
|
1.19M
$3.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.02K+ 38.14% |
$18.7K - $22.7K
|
25.4K
$78.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
6.52K+ 31.96% |
$17.4K - $21K
|
26.9K
$83.1K
|