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 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
7.78K+ 234.29% |
$14.7K - $19.1K
|
11.1K
$35.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
7.36K+ 0.49% |
$13.9K - $18K
|
1.51M
$4.85M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
7.28K+ 21.28% |
$13.8K - $17.8K
|
41.5K
$134K
|
|
|
Feb 14, 2024
Q4 2023
|
Sei Investments CO
Oaks, PA |
BUY
|
- |
6.59K+ 1.05% |
$12.4K - $16.1K
|
631K
$2.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.21K+ 2.66% |
$11.7K - $15.2K
|
239K
$771K
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
6.19K+ 10.2% |
$11.7K - $15.2K
|
66.9K
$215K
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
5.87K+ 15.49% |
$11.1K - $14.4K
|
43.7K
$141K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
5.61K+ 36.37% |
$10.6K - $13.7K
|
21K
$67.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
5.45K+ 44.32% |
$10.3K - $13.3K
|
17.7K
$57.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
5.15K+ 22.08% |
$9.74K - $12.6K
|
28.5K
$91.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
4.81K+ 29.72% |
$9.1K - $11.8K
|
21K
$67.6K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
4.62K+ 31.18% |
$8.73K - $11.3K
|
19.4K
$62.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
4.55K+ 14.83% |
$8.6K - $11.1K
|
35.2K
$113K
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.27K+ 32.61% |
$8.07K - $10.5K
|
17.4K
$55.9K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
BUY
|
- |
4.24K+ 15.44% |
$8.02K - $10.4K
|
31.7K
$102K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.24K+ 38.84% |
$8.02K - $10.4K
|
15.2K
$48.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
4.14K+ 9.1% |
$7.82K - $10.1K
|
49.6K
$160K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
4K+ 33.33% |
$7.56K - $9.8K
|
16K
$51.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
3.84K+ 4.74% |
$7.26K - $9.41K
|
84.8K
$273K
|
|
|
Jan 05, 2024
Q4 2023
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
3.74K+ 12.46% |
$7.06K - $9.16K
|
33.7K
$109K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
3.52K+ 7.59% |
$6.66K - $8.63K
|
49.9K
$161K
|
|
|
Jan 23, 2024
Q4 2023
|
Umb Bank, N.A.
|
BUY
|
- |
3.22K+ 448.19% |
$6.08K - $7.88K
|
3.94K
$12.7K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
3.08K+ 20.28% |
$5.81K - $7.54K
|
18.2K
$58.8K
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
BUY
|
- |
3.07K+ 1.61% |
$5.81K - $7.53K
|
194K
$625K
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
3.07K+ 8.34% |
$5.8K - $7.52K
|
39.9K
$128K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
3.06K+ 10.77% |
$5.78K - $7.49K
|
31.5K
$101K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
2.97K+ 6.33% |
$5.62K - $7.29K
|
50K
$161K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
2.83K+ 8.97% |
$5.34K - $6.93K
|
34.3K
$111K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2.61K+ 4.3% |
$4.93K - $6.39K
|
63.3K
$204K
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
BUY
|
- |
2.54K+ 8.73% |
$4.8K - $6.23K
|
31.7K
$102K
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
BUY
|
- |
2.54K+ 23.61% |
$4.8K - $6.22K
|
13.3K
$42.8K
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
2.53K+ 13.98% |
$4.78K - $6.2K
|
20.6K
$66.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.41K+ 5.57% |
$4.55K - $5.9K
|
45.7K
$147K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.28K+ 358.65% |
$4.31K - $5.59K
|
2.92K
$9.39K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
2.2K+ 21.91% |
$4.16K - $5.4K
|
12.3K
$39.5K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.16KNew |
$4.09K - $5.3K
|
2.16K
$6.97K
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.14K+ 173.68% |
$4.04K - $5.24K
|
3.37K
$10.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
2.06K+ 0.72% |
$3.9K - $5.05K
|
289K
$932K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
BUY
|
- |
2.05K+ 31.14% |
$3.87K - $5.02K
|
8.63K
$27.8K
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.99KNew |
$3.75K - $4.86K
|
1.99K
$6.39K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.98K+ 20.69% |
$3.74K - $4.85K
|
11.6K
$37.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.96K+ 2.2% |
$3.7K - $4.8K
|
90.9K
$293K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
1.94KNew |
$3.66K - $4.74K
|
1.94K
$6.23K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.77K+ 16.11% |
$3.34K - $4.33K
|
12.7K
$41K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
1.77K+ 3.49% |
$3.34K - $4.32K
|
52.4K
$169K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.72K+ 9.04% |
$3.25K - $4.22K
|
20.8K
$66.9K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.72K+ 9.04% |
$3.25K - $4.22K
|
20.8K
$66.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.69KNew |
$3.2K - $4.14K
|
1.69K
$5.45K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.65K+ 2.51% |
$3.12K - $4.04K
|
67.4K
$217K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
1.28K+ 9.13% |
$2.42K - $3.14K
|
15.3K
$49.4K
|