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 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1.25K+ 500.0% |
$2.35K - $3.05K
|
1.49K
$4.81K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
1.15K+ 3.76% |
$2.18K - $2.83K
|
31.8K
$102K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.15K+ 2.03% |
$2.17K - $2.81K
|
57.7K
$186K
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
1.12K+ 0.91% |
$2.11K - $2.73K
|
124K
$400K
|
|
|
Feb 06, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
890+ 4.61% |
$1.68K - $2.18K
|
20.2K
$65.1K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
870New |
$1.64K - $2.13K
|
870
$2.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
855+ 2.32% |
$1.62K - $2.09K
|
37.8K
$122K
|
|
|
Feb 09, 2024
Q4 2023
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
698New |
$1.32K - $1.71K
|
698
$2.25K
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
517+ 0.31% |
$977 - $1.27K
|
168K
$542K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
493New |
$932 - $1.21K
|
493
$1.59K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
412+ 0.52% |
$779 - $1.01K
|
79.1K
$255K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
366+ 1.64% |
$692 - $897
|
22.7K
$73.1K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
360New |
$680 - $882
|
360
$1.16K
|
|
|
Jan 11, 2024
Q4 2023
|
Moody National Bank Trust Division
|
BUY
|
- |
265+ 1.36% |
$501 - $649
|
19.8K
$63.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
262New |
$495 - $642
|
262
$844
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
254+ 2.1% |
$480 - $622
|
12.3K
$39.7K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
254+ 78.88% |
$480 - $622
|
576
$1.85K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
237New |
$448 - $581
|
237
$763
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
BUY
|
- |
214+ 0.59% |
$404 - $524
|
36.8K
$118K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
210+ 21.72% |
$397 - $515
|
1.18K
$3.79K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
210New |
$397 - $515
|
210
$676
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
142+ 4.96% |
$268 - $348
|
3.01K
$9.68K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
137New |
$259 - $336
|
137
$441
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
135+ 0.32% |
$255 - $331
|
41.7K
$134K
|
|
|
Feb 14, 2024
Q4 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
125New |
$236 - $306
|
125
$403
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
107+ 1.32% |
$202 - $262
|
8.23K
$26.5K
|
|
|
Apr 04, 2024
Q4 2023
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
83+ 18.44% |
$157 - $203
|
533
$1.72K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
17+ 6.77% |
$32.1 - $41.7
|
268
$863
|
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 29, 2024
Q4 2023
|
Crumly & Associates Inc.
|
SELL
|
- |
-27- 0.1% |
$51 - $66.2
|
27.8K
$89.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
SELL
|
- |
-51- 1.63% |
$96.4 - $125
|
3.08K
$9.92K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-63- 0.41% |
$119 - $154
|
15.4K
$49.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-79- 0.02% |
$149 - $194
|
433K
$1.39M
|
|
|
Jan 29, 2024
Q4 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-79- 0.02% |
$149 - $194
|
433K
$1.39M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-122- 4.62% |
$231 - $299
|
2.52K
$8.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-161- 1.5% |
$304 - $394
|
10.6K
$34.1K
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-169- 0.73% |
$319 - $414
|
22.9K
$73.6K
|
|
|
Jan 17, 2024
Q4 2023
|
Sterling Financial Group, Inc.
Pasadena, CA |
SELL
|
- |
-349- 2.64% |
$660 - $855
|
12.9K
$41.4K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-413- 59.17% |
$781 - $1.01K
|
285
$918
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-477- 2.39% |
$902 - $1.17K
|
19.5K
$62.7K
|
|
|
Jan 24, 2024
Q4 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-477- 2.39% |
$902 - $1.17K
|
19.5K
$62.7K
|
|
|
Feb 14, 2024
Q4 2023
|
Hotchkis & Wiley Capital Management LLC
Los Angeles, CA |
SELL
|
- |
-700- 5.56% |
$1.32K - $1.72K
|
11.9K
$38.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-743- 61.61% |
$1.4K - $1.82K
|
463
$1.49K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-887- 0.99% |
$1.68K - $2.17K
|
88.6K
$285K
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
SELL
|
- |
-900- 5.83% |
$1.7K - $2.21K
|
14.5K
$46.8K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.08K- 7.99% |
$2.04K - $2.64K
|
12.4K
$40K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.13K- 0.86% |
$2.14K - $2.77K
|
130K
$418K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.14K- 0.12% |
$2.16K - $2.8K
|
933K
$3M
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
SELL
|
- |
-1.24K- 1.13% |
$2.34K - $3.03K
|
108K
$349K
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-1.37K- 0.1% |
$2.59K - $3.36K
|
1.32M
$4.25M
|