Purchases and Sales Made in Q4 2023 in Lloyds Banking Group PLC (LYG)
This table provides information about the institutional ownership of Lloyds Banking Group PLC (LYG) during Q4 2023. 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 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
20.3K+ 94.37% |
$38.3K - $49.7K
|
41.7K
$133K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
18.5K+ 99.36% |
$35K - $45.4K
|
37.1K
$118K
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
18.5KNew |
$34.9K - $45.2K
|
18.5K
$58.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
18.2KNew |
$34.5K - $44.7K
|
18.2K
$58K
|
|
|
Feb 14, 2024
Q4 2023
|
Laird Norton Trust Company, LLC
|
BUY
|
- |
17.7KNew |
$33.5K - $43.4K
|
17.7K
$56.4K
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
17.6KNew |
$33.3K - $43.2K
|
17.6K
$56K
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
17.5KNew |
$33.2K - $43K
|
17.5K
$55.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
16.7K+ 12.08% |
$31.6K - $41K
|
155K
$494K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
15.9KNew |
$30.1K - $39K
|
15.9K
$50.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Aigen Investment Management, LP
|
BUY
|
- |
15.9KNew |
$30K - $38.9K
|
15.9K
$50.5K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
15.9KNew |
$30K - $38.8K
|
15.9K
$50.4K
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
15KNew |
$28.4K - $36.8K
|
15K
$47.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
14.4K+ 64.04% |
$27.1K - $35.2K
|
36.8K
$117K
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
14K+ 6.66% |
$26.4K - $34.2K
|
223K
$711K
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
13.6KNew |
$25.7K - $33.3K
|
13.6K
$43.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Optas, LLC
|
BUY
|
- |
13.1K+ 27.65% |
$24.8K - $32.1K
|
60.5K
$192K
|
|
|
Feb 12, 2024
Q4 2023
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
12.9KNew |
$24.4K - $31.6K
|
12.9K
$41.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
12.7KNew |
$24.1K - $31.2K
|
12.7K
$40.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
12.7K+ 39.5% |
$24K - $31.1K
|
44.8K
$142K
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
12.6KNew |
$23.8K - $30.8K
|
12.6K
$40K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
12.4K+ 128.49% |
$23.5K - $30.4K
|
22.1K
$70.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
12.4KNew |
$23.4K - $30.4K
|
12.4K
$39.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
12.3K+ 4.15% |
$23.3K - $30.2K
|
310K
$985K
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
12.3KNew |
$23.3K - $30.2K
|
12.3K
$39.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
12.3KNew |
$23.2K - $30.1K
|
12.3K
$39.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
12.2KNew |
$23.1K - $30K
|
12.2K
$38.9K
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
12.2KNew |
$23.1K - $29.9K
|
12.2K
$38.8K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
11.7KNew |
$22.1K - $28.7K
|
11.7K
$37.2K
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
11.6K+ 13.92% |
$22K - $28.5K
|
95.2K
$303K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
11.6K+ 7.97% |
$21.9K - $28.4K
|
157K
$500K
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
11.4KNew |
$21.6K - $28K
|
11.4K
$36.4K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
11.4K+ 0.5% |
$21.6K - $28K
|
2.3M
$7.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
11.4KNew |
$21.6K - $28K
|
11.4K
$36.3K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
11.2KNew |
$21.3K - $27.6K
|
11.2K
$35.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Riversedge Advisors, LLC
|
BUY
|
- |
11.1KNew |
$21K - $27.2K
|
11.1K
$35.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
11.1K+ 18.96% |
$20.9K - $27.1K
|
69.5K
$221K
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
10.9KNew |
$20.6K - $26.6K
|
10.9K
$34.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
10.8KNew |
$20.5K - $26.6K
|
10.8K
$34.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
10.5KNew |
$19.9K - $25.8K
|
10.5K
$33.5K
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
10.5KNew |
$19.8K - $25.6K
|
10.5K
$33.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
10.2KNew |
$19.3K - $25K
|
10.2K
$32.4K
|
|
|
Jan 31, 2024
Q4 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
10.1KNew |
$19.2K - $24.8K
|
10.1K
$32.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Planning Capital Management Corp
Paoli, PA |
BUY
|
- |
10.1KNew |
$19K - $24.6K
|
10.1K
$32K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
9.59K+ 38.44% |
$18.1K - $23.5K
|
34.5K
$110K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
9.42K+ 2.93% |
$17.8K - $23.1K
|
331K
$1.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
9.39K+ 38.52% |
$17.7K - $23K
|
33.8K
$107K
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
9.21K+ 43.31% |
$17.4K - $22.6K
|
30.5K
$96.9K
|
|
|
Feb 06, 2024
Q4 2023
|
M&T Bank Corp
|
BUY
|
- |
8.81K+ 19.24% |
$16.6K - $21.6K
|
54.6K
$174K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
BUY
|
- |
8.79K+ 42.91% |
$16.6K - $21.5K
|
29.3K
$93.1K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
8.03K+ 259.77% |
$15.2K - $19.7K
|
11.1K
$35.4K
|