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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
24.3KNew |
$65K - $78.6K
|
24.3K
$77.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-1.23M- 1.66% |
$3.28M - $3.96M
|
72.7M
$231M
|
|
|
Feb 10, 2025
Q4 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
1.9K+ 1.12% |
$5.06K - $6.12K
|
171K
$542K
|
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
89+ 0.45% |
$238 - $287
|
20K
$63.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-8.83K- 6.65% |
$23.6K - $28.5K
|
124K
$394K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
9.59K+ 13.63% |
$25.6K - $31K
|
80K
$254K
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
BUY
|
- |
747+ 5.34% |
$1.99K - $2.41K
|
14.7K
$46.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Koss Olinger Consulting, LLC
|
BUY
|
- |
80.3K+ 396.31% |
$214K - $259K
|
101K
$320K
|
|
|
Feb 10, 2025
Q4 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
4.02K+ 24.33% |
$10.7K - $13K
|
20.6K
$65.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1.8K- 0.61% |
$4.8K - $5.8K
|
293K
$933K
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
7.65K+ 21.38% |
$20.4K - $24.7K
|
43.4K
$138K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.38K- 7.13% |
$11.7K - $14.2K
|
57.1K
$182K
|
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-7.69K- 15.4% |
$20.5K - $24.8K
|
42.2K
$134K
|
|
|
Feb 10, 2025
Q4 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.38K+ 2.36% |
$3.69K - $4.47K
|
60.1K
$191K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
211+ 1.86% |
$563 - $682
|
11.6K
$36.8K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
712+ 0.2% |
$1.9K - $2.3K
|
361K
$1.15M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-3.84K- 13.96% |
$10.3K - $12.4K
|
23.7K
$75.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-54.7K- 28.11% |
$146K - $177K
|
140K
$445K
|
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
547+ 1.51% |
$1.46K - $1.77K
|
36.9K
$117K
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.64K- 6.11% |
$4.39K - $5.31K
|
25.2K
$80.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-3.61K- 4.95% |
$9.63K - $11.6K
|
69.3K
$220K
|
|
|
Feb 07, 2025
Q4 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
3.16K+ 0.86% |
$8.42K - $10.2K
|
369K
$1.17M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.14K+ 1.13% |
$5.72K - $6.93K
|
192K
$612K
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
51.2KNew |
$137K - $165K
|
51.2K
$163K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-920- 6.38% |
$2.46K - $2.97K
|
13.5K
$42.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
3.42K+ 4.77% |
$9.13K - $11K
|
75K
$239K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
140+ 1.91% |
$374 - $452
|
7.45K
$23.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
24.4K+ 4.01% |
$65.1K - $78.8K
|
632K
$2.01M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
1.25K+ 6.25% |
$3.33K - $4.03K
|
21.2K
$67.5K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-155K- 17.13% |
$414K - $501K
|
751K
$2.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.85K+ 4.36% |
$7.6K - $9.2K
|
68.2K
$217K
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-369- 2.71% |
$985 - $1.19K
|
13.3K
$42.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Natural Investments, LLC
|
BUY
|
- |
48.9KNew |
$131K - $158K
|
48.9K
$155K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
574+ 0.19% |
$1.53K - $1.85K
|
307K
$978K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
620K+ 3120.82% |
$1.66M - $2M
|
640K
$2.04M
|
|
|
Feb 06, 2025
Q4 2024
|
Keybank National Association
|
BUY
|
- |
1.31K+ 7.83% |
$3.5K - $4.23K
|
18.1K
$57.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
70.8K+ 6.71% |
$189K - $229K
|
1.13M
$3.58M
|
|
|
Feb 06, 2025
Q4 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-5.42K- 9.52% |
$14.5K - $17.5K
|
51.5K
$164K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
7.02K+ 38.14% |
$18.7K - $22.7K
|
25.4K
$80.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
760+ 1.82% |
$2.03K - $2.45K
|
42.4K
$135K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.55K- 2.73% |
$4.15K - $5.02K
|
55.4K
$176K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
4.13MNew |
$11M - $13.3M
|
4.13M
$13.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
SELL
|
- |
-8.29K- 10.05% |
$22.1K - $26.8K
|
74.2K
$236K
|
|
|
Feb 06, 2025
Q4 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
79.7KNew |
$213K - $257K
|
79.7K
$253K
|
|
|
Feb 06, 2025
Q4 2024
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-659- 2.75% |
$1.76K - $2.13K
|
23.3K
$74.1K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
BUY
|
- |
54+ 0.01% |
$144 - $174
|
1M
$3.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
11.7KNew |
$31.4K - $37.9K
|
11.7K
$37.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
2.47KNew |
$6.59K - $7.97K
|
2.47K
$7.85K
|
|
|
Feb 06, 2025
Q4 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
2.1K+ 14.79% |
$5.6K - $6.78K
|
16.3K
$51.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-2.49K- 9.89% |
$6.64K - $8.03K
|
22.6K
$72K
|