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Lloyds Banking Group Plc
Lloyds Banking Group Plc . Institutional holdings reported to the SEC.

Institutional Holders (2014Q1)
Portfolio Summary: 145 Institutional holders with a total value of $834,880,985.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 BARCLAYS PLC 77 0 0.00%
2 WealthTrust-Arizona, LLC 142 1,000 0.00%
3 Oakworth Capital, Inc. 136 1,000 0.00%
4 Pinnacle Summer Investments, Inc. 160 1,000 0.00%
5 FineMark National Bank & Trust 408 2,000 0.00%
6 Sandy Spring Bank 479 2,000 0.00%
7 PRIVATE TRUST CO NA 428 2,000 0.00%
8 AMERICAN INTERNATIONAL GROUP, INC. 554 2,820 0.00%
9 NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 662 3,000 0.00%
10 HIGH POINT BANK & TRUST CO 512 3,000 0.00%
11 D.A. DAVIDSON & CO. 949 4,000 0.00%
12 SIGNATUREFD, LLC 954 5,000 0.00%
13 First Horizon Advisors, Inc. 1,138 5,000 0.00%
14 WFG Advisors, LP 990 5,000 0.00%
15 FIFTH THIRD BANCORP 1,201 6,000 0.00%
16 ENTERPRISE FINANCIAL SERVICES CORP 1,120 6,000 0.00%
17 Carroll Financial Associates, Inc. 1,109 6,000 0.00%
18 Trutina Financial LLC 1,662 8,000 0.00%
19 First City Capital Management, Inc. 1,997 10,165 0.00%
20 CKW FINANCIAL GROUP 2,647 14,000 0.00%
21 TCI Wealth Advisors, Inc. 3,076 16,000 0.00%
22 Tower Research Capital LLC (TRC) 3,800 19,000 0.00%
23 KANALY TRUST CO 4,328 22,000 0.00%
24 WASHINGTON TRUST BANK 4,270 22,000 0.00%
25 LS Investment Advisors, LLC 5,010 26,000 0.00%
26 DEUTSCHE BANK AG\ 5,113 26,000 0.00%
27 Cornerstone Advisors, Inc. 5,209 27,000 0.00%
28 HOWE & RUSLING INC 7,894 40,000 0.00%
29 KMS FINANCIAL SERVICES, INC 10,338 53,000 0.01%
30 KING LUTHER CAPITAL MANAGEMENT CORP 10,400 53,000 0.01%
31 Checchi Capital Advisers, LLC 10,925 56,000 0.01%
32 COMMUNITY TRUST & INVESTMENT CO 11,412 58,000 0.01%
33 ENVESTNET ASSET MANAGEMENT INC 12,195 62,000 0.01%
34 COURIER CAPITAL LLC 13,072 67,000 0.01%
35 Morningstar Investment Services LLC 13,660 70,000 0.01%
36 RAYMOND JAMES TRUST N.A. 13,996 71,000 0.01%
37 EAGLE ASSET MANAGEMENT INC 14,983 76,000 0.01%
38 Avalon Investment & Advisory 15,000 76,000 0.01%
39 BRIGHTON JONES LLC 15,569 79,000 0.01%
40 FRANKLIN STREET ADVISORS INC /NC 15,481 79,000 0.01%
41 Freedom Investment Management, Inc. 17,475 89,000 0.01%
42 FIRST MANHATTAN CO. LLC. 17,729 90,000 0.01%
43 RONALD BLUE & CO LLC 18,559 94,000 0.01%
44 BOKF, NA 19,089 98,000 0.01%
45 MAI Capital Management 20,590 105,000 0.01%
46 Quantbot Technologies LP 20,700 105,000 0.01%
47 LADENBURG THALMANN FINANCIAL SERVICES INC. 21,436 109,000 0.01%
48 UBS AG 21,700 110,000 0.01% Call
49 COOKSON PEIRCE & CO INC 22,560 115,000 0.01% SH
50 STEPHENS INC /AR/ 23,232 118,000 0.01%
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From 2023-01-03 onward, the SEC requires values to be reported in nearest dollars. Earlier filings reported values in thousands; therefore, positions shown as $0 in older filings may represent actual values between $0–$999.