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 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
786+ 3.57% |
$2.1K - $2.54K
|
22.8K
$69.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
760+ 4.23% |
$2.03K - $2.45K
|
18.7K
$57.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
736New |
$1.97K - $2.38K
|
736
$2.24K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
601+ 4.01% |
$1.6K - $1.94K
|
15.6K
$47.6K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
399+ 9.8% |
$1.07K - $1.29K
|
4.47K
$13.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Intergy Private Wealth, LLC
|
BUY
|
- |
301+ 2.3% |
$804 - $972
|
13.4K
$40.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
BUY
|
- |
159+ 0.72% |
$425 - $514
|
22.4K
$68.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
112+ 1.11% |
$299 - $362
|
10.2K
$31K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
60+ 7.5% |
$160 - $194
|
860
$2.62K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-103- 0.8% |
$275 - $333
|
12.8K
$39.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-109- 31.96% |
$291 - $352
|
232
$708
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-131- 1.45% |
$350 - $423
|
8.9K
$27.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-258- 27.42% |
$689 - $833
|
683
$2.08K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-284- 9.2% |
$758 - $917
|
2.8K
$8.55K
|
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-288- 0.17% |
$769 - $930
|
171K
$522K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-391- 0.47% |
$1.04K - $1.26K
|
83.5K
$255K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-441- 1.15% |
$1.18K - $1.42K
|
38K
$116K
|
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-523- 10.84% |
$1.4K - $1.69K
|
4.3K
$13.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-588- 1.43% |
$1.57K - $1.9K
|
40.5K
$123K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-746- 6.82% |
$1.99K - $2.41K
|
10.2K
$31.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-768- 1.75% |
$2.05K - $2.48K
|
43.2K
$132K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-779- 1.92% |
$2.08K - $2.52K
|
39.7K
$121K
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-815- 0.92% |
$2.18K - $2.63K
|
88K
$269K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-841- 6.17% |
$2.25K - $2.72K
|
12.8K
$39K
|
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-933- 1.47% |
$2.49K - $3.01K
|
62.5K
$191K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-1.41K- 0.7% |
$3.77K - $4.56K
|
201K
$613K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-1.57K- 2.3% |
$4.19K - $5.07K
|
66.8K
$204K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.78K- 9.65% |
$4.74K - $5.74K
|
16.6K
$50.7K
|
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.83K- 0.92% |
$4.88K - $5.9K
|
196K
$599K
|
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-1.9K- 7.88% |
$5.08K - $6.14K
|
22.2K
$67.9K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.09K- 2.48% |
$5.57K - $6.73K
|
82K
$250K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.09K- 2.23% |
$5.57K - $6.74K
|
91.4K
$279K
|
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-2.5K- 10.97% |
$6.68K - $8.08K
|
20.3K
$61.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.61K- 9.94% |
$6.96K - $8.42K
|
23.6K
$72K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.62K- 7.42% |
$7K - $8.46K
|
32.7K
$99.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.11K- 21.24% |
$8.29K - $10K
|
11.5K
$35.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3.47K- 85.76% |
$9.26K - $11.2K
|
576
$1.76K
|
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.54K- 99.92% |
$9.44K - $11.4K
|
3
$9.15
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-3.61K- 8.81% |
$9.64K - $11.7K
|
37.3K
$114K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-3.7K- 2.79% |
$9.87K - $11.9K
|
129K
$393K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.75K- 1.28% |
$10K - $12.1K
|
289K
$881K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-4.38K- 5.66% |
$11.7K - $14.2K
|
73K
$223K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-4.53K- 26.87% |
$12.1K - $14.6K
|
12.3K
$37.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-5.45K- 12.86% |
$14.5K - $17.6K
|
36.9K
$113K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-5.88K- 10.75% |
$15.7K - $19K
|
48.8K
$149K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-6.42K- 15.35% |
$17.1K - $20.7K
|
35.4K
$108K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-6.47K- 12.26% |
$17.3K - $20.9K
|
46.3K
$141K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-6.66K- 29.63% |
$17.8K - $21.5K
|
15.8K
$48.2K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-7.6K- 9.15% |
$20.3K - $24.5K
|
75.4K
$230K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-7.82K- 23.05% |
$20.9K - $25.3K
|
26.1K
$79.6K
|