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 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
40.6KNew |
$108K - $131K
|
40.6K
$167K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
39.7K+ 15.93% |
$106K - $128K
|
289K
$1.19M
|
|
|
Jan 29, 2025
Q4 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
33.2K+ 18.77% |
$88.7K - $107K
|
210K
$866K
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32K+ 24.87% |
$85.4K - $103K
|
161K
$662K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
31.8KNew |
$84.9K - $103K
|
31.8K
$131K
|
|
|
Feb 13, 2025
Q4 2024
|
Tt Capital Management LLC
Coto De Caza, CA |
BUY
|
- |
29.5KNew |
$78.7K - $95.2K
|
29.5K
$121K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
29KNew |
$77.5K - $93.7K
|
29K
$120K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
29K+ 5.58% |
$77.4K - $93.6K
|
549K
$2.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Sage Investment Counsel LLC
Franklin, TN |
BUY
|
- |
28KNew |
$74.8K - $90.4K
|
28K
$115K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
27.9KNew |
$74.5K - $90.1K
|
27.9K
$115K
|
|
|
Feb 14, 2025
Q4 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
27.7K+ 23.83% |
$73.8K - $89.3K
|
144K
$592K
|
|
|
Feb 10, 2025
Q4 2024
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
26.2K+ 4.36% |
$70K - $84.6K
|
627K
$2.58M
|
|
|
Feb 14, 2025
Q4 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
24.9K+ 28.16% |
$66.4K - $80.3K
|
113K
$466K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
24.5K+ 17.08% |
$65.4K - $79.1K
|
168K
$691K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24.4K+ 4.01% |
$65.1K - $78.8K
|
632K
$2.6M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
24.3KNew |
$65K - $78.6K
|
24.3K
$100K
|
|
|
Feb 14, 2025
Q4 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
24K+ 2.53% |
$64.2K - $77.7K
|
976K
$4.02M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
23.8KNew |
$63.4K - $76.7K
|
23.8K
$97.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
21.7KNew |
$57.8K - $69.9K
|
21.7K
$89.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Fortress Private Ledger, LLC
Raleigh, NC |
BUY
|
- |
21.1KNew |
$56.4K - $68.2K
|
21.1K
$87K
|
|
|
Feb 05, 2025
Q4 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
20.8K+ 34.67% |
$55.5K - $67.2K
|
80.8K
$333K
|
|
|
Feb 13, 2025
Q4 2024
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
20.5KNew |
$54.7K - $66.2K
|
20.5K
$84.5K
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
19.9KNew |
$53.1K - $64.2K
|
19.9K
$81.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
19.7K+ 93.35% |
$52.5K - $63.5K
|
40.7K
$168K
|
|
|
Feb 12, 2025
Q4 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
19.4KNew |
$51.7K - $62.5K
|
19.4K
$79.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
18.6K+ 4.28% |
$49.7K - $60.1K
|
454K
$1.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
18.6K+ 1.75% |
$49.6K - $60K
|
1.08M
$4.44M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
18.1K+ 88.36% |
$48.2K - $58.3K
|
38.5K
$159K
|
|
|
May 14, 2025
Q4 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
18K+ 2.34% |
$48K - $58K
|
787K
$3.24M
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
18K+ 1830.58% |
$47.9K - $58K
|
18.9K
$78K
|
|
|
Feb 10, 2025
Q4 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
17.4K+ 1.19% |
$46.4K - $56.2K
|
1.47M
$6.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
17.2K+ 4.25% |
$45.8K - $55.4K
|
421K
$1.74M
|
|
|
Feb 13, 2025
Q4 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
17.1K+ 23.77% |
$45.8K - $55.4K
|
89.3K
$368K
|
|
|
Feb 13, 2025
Q4 2024
|
Epoch Investment Partners, Inc.
New York, NY |
BUY
|
- |
16.6KNew |
$44.4K - $53.8K
|
16.6K
$68.6K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.4K+ 31.29% |
$41.2K - $49.8K
|
64.7K
$267K
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
14.2KNew |
$37.9K - $45.8K
|
14.2K
$58.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
14.1KNew |
$37.7K - $45.6K
|
14.1K
$58.2K
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
13.5K+ 0.56% |
$36K - $43.6K
|
2.43M
$10M
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
13.4KNew |
$35.9K - $43.4K
|
13.4K
$55.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
13.1K+ 0.86% |
$34.9K - $42.2K
|
1.53M
$6.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
12.7KNew |
$33.9K - $41K
|
12.7K
$52.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
12.7K+ 31.25% |
$33.8K - $40.9K
|
53.1K
$219K
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
12.6KNew |
$33.6K - $40.7K
|
12.6K
$51.9K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
12.6KNew |
$33.6K - $40.6K
|
12.6K
$51.9K
|
|
|
Jan 29, 2025
Q4 2024
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
12.5K+ 11.91% |
$33.5K - $40.5K
|
118K
$485K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
12.3K+ 13.9% |
$32.9K - $39.8K
|
101K
$416K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
12.3K+ 3.71% |
$32.7K - $39.6K
|
343K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
11.9K+ 28.23% |
$31.9K - $38.6K
|
54.2K
$223K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
11.7KNew |
$31.4K - $37.9K
|
11.7K
$48.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
11.5K+ 13.91% |
$30.6K - $37.1K
|
94K
$387K
|