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 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-258- 27.42% |
$689 - $833
|
683
$2.14K
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-284- 9.2% |
$758 - $917
|
2.8K
$8.78K
|
|
Jan 30, 2025
Q4 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-288- 0.17% |
$769 - $930
|
171K
$536K
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-369- 2.71% |
$985 - $1.19K
|
13.3K
$41.5K
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-382- 1.51% |
$1.02K - $1.23K
|
24.9K
$77.9K
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-391- 0.47% |
$1.04K - $1.26K
|
83.5K
$261K
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-441- 1.15% |
$1.18K - $1.42K
|
38K
$119K
|
|
Jan 30, 2025
Q4 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-523- 10.84% |
$1.4K - $1.69K
|
4.3K
$13.5K
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-588- 1.43% |
$1.57K - $1.9K
|
40.5K
$127K
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-659- 2.75% |
$1.76K - $2.13K
|
23.3K
$73K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-746- 6.82% |
$1.99K - $2.41K
|
10.2K
$31.9K
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-768- 1.75% |
$2.05K - $2.48K
|
43.2K
$135K
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-779- 1.92% |
$2.08K - $2.52K
|
39.7K
$124K
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-815- 0.92% |
$2.18K - $2.63K
|
88K
$276K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-841- 6.17% |
$2.25K - $2.72K
|
12.8K
$40K
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-920- 6.38% |
$2.46K - $2.97K
|
13.5K
$42.3K
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-929- 0.99% |
$2.48K - $3K
|
92.9K
$291K
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-933- 1.47% |
$2.49K - $3.01K
|
62.5K
$196K
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-965- 6.89% |
$2.58K - $3.12K
|
13K
$40.8K
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-1.2K- 2.35% |
$3.21K - $3.88K
|
50K
$157K
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-1.41K- 0.7% |
$3.77K - $4.56K
|
201K
$629K
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
SELL
|
- |
-1.51K- 7.1% |
$4.04K - $4.88K
|
19.8K
$61.9K
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.55K- 2.73% |
$4.15K - $5.02K
|
55.4K
$173K
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-1.57K- 2.3% |
$4.19K - $5.07K
|
66.8K
$209K
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.64K- 6.11% |
$4.39K - $5.31K
|
25.2K
$79K
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-1.78K- 9.65% |
$4.74K - $5.74K
|
16.6K
$52.1K
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.8K- 0.61% |
$4.8K - $5.8K
|
293K
$918K
|
|
Jan 31, 2025
Q4 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
SELL
|
- |
-1.83K- 0.92% |
$4.88K - $5.9K
|
196K
$614K
|
|
Jan 23, 2025
Q4 2024
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-1.9K- 7.88% |
$5.08K - $6.14K
|
22.2K
$69.6K
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.09K- 2.48% |
$5.57K - $6.73K
|
82K
$257K
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.09K- 2.23% |
$5.57K - $6.74K
|
91.4K
$286K
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-2.09K- 5.73% |
$5.59K - $6.76K
|
34.4K
$108K
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-2.22K- 3.94% |
$5.92K - $7.16K
|
54.1K
$169K
|
|
Feb 11, 2025
Q4 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-2.47K- 55.59% |
$6.58K - $7.96K
|
1.97K
$6.16K
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.49K- 9.89% |
$6.64K - $8.03K
|
22.6K
$70.9K
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-2.5K- 10.97% |
$6.68K - $8.08K
|
20.3K
$63.5K
|
|
Jan 24, 2025
Q4 2024
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-2.61K- 9.94% |
$6.96K - $8.42K
|
23.6K
$73.9K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.62K- 7.42% |
$7K - $8.46K
|
32.7K
$102K
|
|
Feb 04, 2025
Q4 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.78K- 5.01% |
$7.43K - $8.99K
|
52.8K
$165K
|
|
Feb 05, 2025
Q4 2024
|
Henry James International Management Inc.
|
SELL
|
- |
-2.82K- 0.31% |
$7.54K - $9.12K
|
906K
$2.84M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.11K- 21.24% |
$8.29K - $10K
|
11.5K
$36K
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3.47K- 85.76% |
$9.26K - $11.2K
|
576
$1.8K
|
|
Jan 22, 2025
Q4 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-3.54K- 99.92% |
$9.44K - $11.4K
|
3
$9.39
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.61K- 4.95% |
$9.63K - $11.6K
|
69.3K
$217K
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-3.61K- 8.81% |
$9.64K - $11.7K
|
37.3K
$117K
|
|
Jan 22, 2025
Q4 2024
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-3.7K- 2.79% |
$9.87K - $11.9K
|
129K
$404K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.75K- 1.28% |
$10K - $12.1K
|
289K
$904K
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-3.84K- 13.96% |
$10.3K - $12.4K
|
23.7K
$74.1K
|
|
Feb 11, 2025
Q4 2024
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-3.91K- 25.58% |
$10.4K - $12.6K
|
11.4K
$35.6K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-4.27K- 95.53% |
$11.4K - $13.8K
|
200
$626
|