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
|
Procyon Advisors, LLC
|
SELL
|
- |
-8.41K- 21.64% |
$22.5K - $27.2K
|
30.5K
$92.9K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-8.53K- 20.55% |
$22.8K - $27.6K
|
33K
$101K
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-9.92K- 6.73% |
$26.5K - $32K
|
138K
$420K
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-10.1K- 11.24% |
$26.9K - $32.5K
|
79.4K
$242K
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-10.4K- 48.14% |
$27.8K - $33.6K
|
11.2K
$34.2K
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-13K- 65.0% |
$34.7K - $42K
|
7K
$21.4K
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-17K- 9.61% |
$45.3K - $54.8K
|
159K
$486K
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-19.7K- 20.75% |
$52.7K - $63.8K
|
75.4K
$230K
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-22.1K- 28.97% |
$59.1K - $71.5K
|
54.3K
$165K
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-24K- 2.27% |
$64.2K - $77.6K
|
1.03M
$3.15M
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-25.5K- 5.02% |
$68K - $82.2K
|
482K
$1.47M
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-43.9K- 24.73% |
$117K - $142K
|
134K
$407K
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-50.7K- 16.11% |
$135K - $164K
|
264K
$805K
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-56K- 22.86% |
$150K - $181K
|
189K
$576K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-59.6K- 28.6% |
$159K - $193K
|
149K
$454K
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-80.8K- 1.65% |
$216K - $261K
|
4.81M
$14.7M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-86.2K- 88.65% |
$230K - $278K
|
11K
$33.7K
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-88.1K- 1.85% |
$235K - $285K
|
4.69M
$14.3M
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-134K- 45.89% |
$357K - $432K
|
158K
$481K
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-141K- 51.79% |
$377K - $456K
|
131K
$401K
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-231K- 15.64% |
$617K - $747K
|
1.25M
$3.81M
|