Dark
Light
System
Security
Lloyds Banking Group Plc
Lloyds Banking Group Plc . Institutional holdings reported to the SEC.

Institutional Holders (2017Q1)
Portfolio Summary: 214 Institutional holders with a total value of $1,197,349,989.
#
Manager Name
Shares
Value ($)
%
Options
Notes
1 CREATIVE FINANCIAL DESIGNS INC /ADV 4 0 0.00%
2 Archford Capital Strategies, LLC 337 1,000 0.00%
3 TCI Wealth Advisors, Inc. 261 1,000 0.00%
4 UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 377 1,282 0.00%
5 Spot Trading L.L.C 500 2,000 0.00% Call
6 QUADRANT CAPITAL GROUP LLC 1,120 2,000 0.00%
7 GLOBAL RETIREMENT PARTNERS, LLC 522 2,000 0.00%
8 ADVANTAGE INVESTMENT MANAGEMENT, LLC 500 2,000 0.00%
9 YORKBRIDGE WEALTH PARTNERS, LLC 824 3,000 0.00%
10 Patten Group, Inc. 907 3,000 0.00%
11 Carroll Financial Associates, Inc. 1,067 3,000 0.00%
12 PARALLEL ADVISORS, LLC 920 3,000 0.00%
13 HAP Trading, LLC 10,000 3,000 0.00% Put
14 WHITTIER TRUST CO 803 3,000 0.00%
15 CITY HOLDING CO 941 3,000 0.00%
16 CUTLER GROUP LLC / CA 10,900 3,000 0.00% Call
17 NEXT Financial Group, Inc 1,097 4,000 0.00%
18 ENTERPRISE FINANCIAL SERVICES CORP 1,120 4,000 0.00%
19 Clean Yield Group 1,081 4,000 0.00%
20 D.A. DAVIDSON & CO. 1,300 4,000 0.00%
21 Plante Moran Financial Advisors, LLC 1,225 4,000 0.00%
22 FIRST INTERSTATE BANK 1,040 4,000 0.00%
23 GLENMEDE TRUST CO NA 1,908 6,000 0.00%
24 BB&T INVESTMENT SERVICES, INC. 1,842 6,000 0.00%
25 GENEOS WEALTH MANAGEMENT INC. 2,589 8,000 0.00%
26 THORNBURG INVESTMENT MANAGEMENT INC 3,040 10,000 0.00%
27 STEWARD PARTNERS INVESTMENT ADVISORY, LLC 3,137 10,000 0.00%
28 ZIONS BANCORPORATION 2,935 10,000 0.00%
29 SVB WEALTH LLC 12,830 11,000 0.00%
30 TRUST CO OF VERMONT 3,391 12,000 0.00%
31 HUNTINGTON NATIONAL BANK 4,081 14,000 0.00%
32 D'Orazio & Associates, Inc. 4,237 14,000 0.00%
33 LS Investment Advisors, LLC 5,010 17,000 0.00%
34 BELLWETHER INVESTMENT GROUP, LLC 5,130 17,000 0.00%
35 Winfield Associates, Inc. 4,870 17,000 0.00%
36 ANCHOR INVESTMENT MANAGEMENT, LLC 5,208 17,707 0.00%
37 SCHRODER INVESTMENT MANAGEMENT GROUP 5,395 18,000 0.00%
38 Cornerstone Advisors, Inc. 5,209 18,000 0.00%
39 WESTWOOD HOLDINGS GROUP INC 5,735 19,000 0.00%
40 First Horizon Advisors, Inc. 6,703 22,000 0.00%
41 FIRST MANHATTAN CO. LLC. 7,020 23,000 0.00%
42 SYNOVUS FINANCIAL CORP 6,775 23,000 0.00%
43 ACROSPIRE INVESTMENT MANAGEMENT LLC 7,200 24,000 0.00%
44 TORONTO DOMINION BANK 7,380 25,000 0.00%
45 BRONFMAN E.L. ROTHSCHILD, L.P. 7,594 26,000 0.00%
46 HONKAMP KRUEGER FINANCIAL SERVICES INC /ADV 300,000 30,000 0.00% Call
47 SCOTIA CAPITAL INC. 10,000 34,000 0.00%
48 SUNTRUST BANKS INC 10,627 36,000 0.00%
49 Dorsey & Whitney Trust CO LLC 10,284 36,000 0.00%
50 Cubist Systematic Strategies, LLC 10,909 37,000 0.00%
Page 1 of 5

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.