Latest Institutional Transactions on Lloyds Banking Group PLC (LYG)
This table provides information on the latest institutional transactions involving Lloyds Banking Group PLC (LYG) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
849New |
$2.19K - $3.31K
|
849
$3.12K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-113- 0.43% |
$292 - $441
|
26K
$95.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-838- 2.74% |
$2.16K - $3.27K
|
29.8K
$109K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-7.38K- 4.63% |
$19K - $28.8K
|
152K
$559K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
189K+ 65.58% |
$489K - $739K
|
478K
$1.76M
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
101New |
$261 - $394
|
101
$371
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
9.26K+ 9.85% |
$23.9K - $36.1K
|
103K
$379K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
669+ 8.98% |
$1.73K - $2.61K
|
8.12K
$29.8K
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-17.3K- 40.13% |
$44.7K - $67.6K
|
25.9K
$94.9K
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-162K- 73.82% |
$419K - $633K
|
57.5K
$211K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
11.6K+ 38.05% |
$29.9K - $45.2K
|
42K
$154K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-10.1K- 41.31% |
$25.9K - $39.2K
|
14.3K
$52.4K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-12.5K- 15.68% |
$32.1K - $48.6K
|
67K
$246K
|
|
|
Apr 11, 2025
Q1 2025
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
3.89K+ 6.22% |
$10K - $15.2K
|
66.4K
$244K
|
|
|
Apr 11, 2025
Q1 2025
|
Intergy Private Wealth, LLC
|
BUY
|
- |
1.33K+ 9.92% |
$3.42K - $5.17K
|
14.7K
$53.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
10.3K+ 15.44% |
$26.6K - $40.2K
|
77.2K
$283K
|
|
|
Apr 10, 2025
Q1 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
268+ 1.7% |
$691 - $1.05K
|
16.1K
$59K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
11.7K+ 3.42% |
$30.2K - $45.7K
|
355K
$1.3M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-799- 0.87% |
$2.06K - $3.12K
|
90.6K
$333K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.15K+ 17.66% |
$8.13K - $12.3K
|
21K
$77.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-2.84K- 99.93% |
$7.32K - $11.1K
|
2
$7.34
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
8.06K+ 69.96% |
$20.8K - $31.4K
|
19.6K
$71.8K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.54K+ 117833.33% |
$9.12K - $13.8K
|
3.54K
$13K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.41K+ 6.33% |
$6.22K - $9.4K
|
40.5K
$148K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
691+ 12.79% |
$1.78K - $2.69K
|
6.09K
$22.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-14.6K- 53.93% |
$37.8K - $57.1K
|
12.5K
$45.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-131- 0.98% |
$338 - $511
|
13.3K
$48.8K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.78K- 2.79% |
$12.3K - $18.7K
|
166K
$611K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-5.9K- 2.94% |
$15.2K - $23K
|
195K
$716K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-294- 0.72% |
$759 - $1.15K
|
40.4K
$148K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
13.9K+ 32.89% |
$35.8K - $54.2K
|
56.1K
$206K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
11.2KNew |
$29K - $43.9K
|
11.2K
$41.3K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
9.95K+ 13.2% |
$25.7K - $38.8K
|
85.3K
$313K
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
64New |
$171 - $207
|
64
$235
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
93New |
$248 - $300
|
93
$341
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
68.1K+ 119.07% |
$182K - $220K
|
125K
$460K
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
99KNew |
$264K - $320K
|
99K
$363K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
206New |
$550 - $665
|
206
$756
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
601+ 4.01% |
$1.6K - $1.94K
|
15.6K
$57.2K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
497+ 51.13% |
$1.33K - $1.61K
|
1.47K
$5.39K
|
|
|
Feb 26, 2025
Q4 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-373- 1.54% |
$996 - $1.2K
|
23.8K
$87.4K
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.17K- 5.35% |
$3.12K - $3.78K
|
20.7K
$75.9K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-4.59K- 8.48% |
$12.2K - $14.8K
|
49.5K
$182K
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-16.3K- 2.12% |
$43.6K - $52.7K
|
753K
$2.76M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-9.41K- 26.73% |
$25.1K - $30.4K
|
25.8K
$94.7K
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-2.74K- 2.79% |
$7.31K - $8.84K
|
95.2K
$350K
|
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-1.14K- 0.72% |
$3.03K - $3.67K
|
156K
$573K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.36K- 23.0% |
$14.3K - $17.3K
|
17.9K
$65.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
BUY
|
- |
31.8KNew |
$84.9K - $103K
|
31.8K
$117K
|
|
|
Feb 14, 2025
Q4 2024
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
5.11K+ 8.35% |
$13.6K - $16.5K
|
66.3K
$243K
|
|