Institutional Ownership Lloyds Banking Group PLC (LYG)
This table provides information about the institutional ownership of Lloyds Banking Group PLC (LYG). We have compiled data on the 445 institutions that hold shares in the stock, with a total of 373 Million shares, which have been reported (via 13F filing form) to have a value of $1.14 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
910
shares
|
$2,775
0.0% of portfolio
|
Q2 2022
Reduced 78.69%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
860
shares
|
$2,623
0.0% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Decker Retirement Planning Inc.
Levi, UT |
Jan 14, 2025 Q4 2024 |
736
shares
|
$2,244
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hbc Financial Services, Pllc
|
Jan 16, 2025 Q4 2024 |
500
shares
|
$1,525
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Cva Family Office, LLC
|
Jan 07, 2025 Q4 2024 |
493
shares
|
$1,503
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
454
shares
|
$1,384
0.0% of portfolio
|
Q2 2010
New holding
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
238
shares
|
$725
0.0% of portfolio
|
Q1 2024
Reduced 9.16%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
232
shares
|
$707
0.0% of portfolio
|
Q4 2024
Reduced 31.96%
|
|
|
Abound Wealth Management
Franklin, TN |
Jan 13, 2025 Q4 2024 |
201
shares
|
$613
0.0% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
201
shares
|
$613
0.0% of portfolio
|
Q3 2024
Reduced 50.12%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
161
shares
|
$491
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
3
shares
|
$9
0.0% of portfolio
|
Q4 2024
Reduced 99.92%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
Closed
|
|
|
Nomura Asset Management CO LTD
Tokyo, M0 |
Nov 15, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2023
New holding
|