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 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.38K- 7.13% |
$11.7K - $14.2K
|
57.1K
$182K
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-4.38K- 5.66% |
$11.7K - $14.2K
|
73K
$232K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-4.53K- 26.87% |
$12.1K - $14.6K
|
12.3K
$39.2K
|
|
|
Feb 11, 2025
Q4 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-4.66K- 0.74% |
$12.4K - $15.1K
|
623K
$1.98M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-5.42K- 9.52% |
$14.5K - $17.5K
|
51.5K
$164K
|
|
|
Jan 24, 2025
Q4 2024
|
Optas, LLC
|
SELL
|
- |
-5.45K- 12.86% |
$14.5K - $17.6K
|
36.9K
$117K
|
|
|
Jan 27, 2025
Q4 2024
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
SELL
|
- |
-5.88K- 10.75% |
$15.7K - $19K
|
48.8K
$155K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-6.41K- 36.96% |
$17.1K - $20.7K
|
10.9K
$34.8K
|
|
|
Jan 27, 2025
Q4 2024
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-6.42K- 15.35% |
$17.1K - $20.7K
|
35.4K
$113K
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-6.47K- 12.26% |
$17.3K - $20.9K
|
46.3K
$147K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
SELL
|
- |
-6.66K- 29.63% |
$17.8K - $21.5K
|
15.8K
$50.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-7.6K- 9.15% |
$20.3K - $24.5K
|
75.4K
$240K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.69K- 15.4% |
$20.5K - $24.8K
|
42.2K
$134K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-7.82K- 23.05% |
$20.9K - $25.3K
|
26.1K
$83K
|
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-8.19K- 60.25% |
$21.9K - $26.4K
|
5.4K
$17.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-8.29K- 10.05% |
$22.1K - $26.8K
|
74.2K
$236K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-8.41K- 21.64% |
$22.5K - $27.2K
|
30.5K
$96.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-8.53K- 20.55% |
$22.8K - $27.6K
|
33K
$105K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.83K- 6.65% |
$23.6K - $28.5K
|
124K
$394K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-9.92K- 6.73% |
$26.5K - $32K
|
138K
$437K
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-10.1K- 11.24% |
$26.9K - $32.5K
|
79.4K
$253K
|
|
|
Jan 28, 2025
Q4 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
SELL
|
- |
-10.4K- 48.14% |
$27.8K - $33.6K
|
11.2K
$35.6K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-13K- 65.0% |
$34.7K - $42K
|
7K
$22.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-14.7K- 8.9% |
$39.3K - $47.5K
|
151K
$479K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-16.7K- 11.07% |
$44.5K - $53.9K
|
134K
$426K
|
|
|
Jan 22, 2025
Q4 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-17K- 9.61% |
$45.3K - $54.8K
|
159K
$507K
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-18.3K- 8.55% |
$48.9K - $59.2K
|
196K
$623K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-19.7K- 20.75% |
$52.7K - $63.8K
|
75.4K
$240K
|
|
|
Feb 03, 2025
Q4 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-22.1K- 22.67% |
$58.9K - $71.3K
|
75.3K
$239K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-22.1K- 28.97% |
$59.1K - $71.5K
|
54.3K
$173K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-24K- 2.27% |
$64.2K - $77.6K
|
1.03M
$3.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-25.5K- 5.02% |
$68K - $82.2K
|
482K
$1.53M
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-30.7K- 3.0% |
$82K - $99.2K
|
992K
$3.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-43.9K- 24.73% |
$117K - $142K
|
134K
$425K
|
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-45.5K- 4.19% |
$121K - $147K
|
1.04M
$3.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-50.7K- 16.11% |
$135K - $164K
|
264K
$840K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-54.7K- 28.11% |
$146K - $177K
|
140K
$445K
|
|
|
Jan 27, 2025
Q4 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-56K- 22.86% |
$150K - $181K
|
189K
$601K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-59.6K- 28.6% |
$159K - $193K
|
149K
$473K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-77.1K- 10.59% |
$206K - $249K
|
651K
$2.07M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-79.3K- 4.05% |
$212K - $256K
|
1.88M
$5.98M
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-80.8K- 1.65% |
$216K - $261K
|
4.81M
$15.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-86.2K- 88.65% |
$230K - $278K
|
11K
$35.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-88.1K- 1.85% |
$235K - $285K
|
4.69M
$14.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-93K- 9.83% |
$248K - $300K
|
853K
$2.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-134K- 45.89% |
$357K - $432K
|
158K
$501K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-141K- 51.79% |
$377K - $456K
|
131K
$418K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-155K- 17.13% |
$414K - $501K
|
751K
$2.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-160K- 1.27% |
$426K - $516K
|
12.4M
$39.4M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
SELL
|
- |
-164K- 88.68% |
$438K - $529K
|
20.9K
$66.6K
|