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 |
|---|---|---|---|---|---|---|---|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
998+ 4.21% |
$4.02K - $4.62K
|
24.7K
$119K
|
|
|
Oct 28, 2025
Q3 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
230K+ 32.86% |
$927K - $1.06M
|
930K
$4.48M
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-690- 1.98% |
$2.78K - $3.19K
|
34.1K
$164K
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
28.1KNew |
$113K - $130K
|
28.1K
$136K
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
14.6K+ 39.43% |
$58.9K - $67.6K
|
51.6K
$249K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.06KNew |
$4.26K - $4.89K
|
1.06K
$5.09K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
212New |
$854 - $982
|
212
$1.02K
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
37.5K+ 4.02% |
$151K - $173K
|
970K
$4.67M
|
|
|
Oct 28, 2025
Q3 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-956- 0.75% |
$3.85K - $4.43K
|
127K
$611K
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-849K- 38.83% |
$3.42M - $3.93M
|
1.34M
$6.45M
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
113KNew |
$455K - $523K
|
113K
$544K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-48.3K- 1.55% |
$195K - $224K
|
3.07M
$14.8M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-20.7K- 17.98% |
$83.3K - $95.7K
|
94.3K
$455K
|
|
|
Oct 27, 2025
Q3 2025
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
3.4K+ 19.92% |
$13.7K - $15.7K
|
20.4K
$98.6K
|
|
|
Oct 27, 2025
Q3 2025
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.08K- 1.23% |
$4.34K - $4.98K
|
86.6K
$418K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.37K- 15.42% |
$17.6K - $20.2K
|
24K
$115K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
10KNew |
$40.5K - $46.5K
|
10K
$48.4K
|
|
|
Oct 27, 2025
Q3 2025
|
Henry James International Management Inc.
|
SELL
|
- |
-236- 0.03% |
$951 - $1.09K
|
832K
$4.01M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-8.11K- 6.46% |
$32.7K - $37.5K
|
117K
$566K
|
|
|
Oct 27, 2025
Q3 2025
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
1.52K+ 6.19% |
$6.14K - $7.06K
|
26.1K
$126K
|
|
|
Oct 27, 2025
Q3 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-428- 2.32% |
$1.72K - $1.98K
|
18K
$86.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-176- 1.07% |
$709 - $815
|
16.2K
$78.3K
|
|
|
Oct 24, 2025
Q3 2025
|
Hemington Wealth Management
|
BUY
|
- |
342New |
$1.38K - $1.58K
|
342
$1.65K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-1.53K- 1.82% |
$6.16K - $7.08K
|
82.4K
$397K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
18.5KNew |
$74.5K - $85.6K
|
18.5K
$89.1K
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
12.6K+ 25.06% |
$50.8K - $58.4K
|
62.9K
$303K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
31.1K+ 152.74% |
$125K - $144K
|
51.4K
$248K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1.24KNew |
$5.01K - $5.76K
|
1.24K
$6K
|
|
|
Oct 22, 2025
Q3 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
2.52K+ 23.02% |
$10.2K - $11.7K
|
13.5K
$65K
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-93.1K- 42.58% |
$375K - $431K
|
126K
$605K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-13.5K- 98.27% |
$54.3K - $62.4K
|
237
$1.14K
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-1.93K- 1.21% |
$7.78K - $8.94K
|
158K
$762K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.63K+ 1.79% |
$34.8K - $39.9K
|
490K
$2.36M
|
|
|
Oct 21, 2025
Q3 2025
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
5.57KNew |
$22.4K - $25.8K
|
5.57K
$26.8K
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
2.89K+ 19.7% |
$11.6K - $13.4K
|
17.5K
$84.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
18.1KNew |
$73.1K - $83.9K
|
18.1K
$87.4K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
12.2KNew |
$49K - $56.3K
|
12.2K
$58.6K
|
|
|
Oct 21, 2025
Q3 2025
|
Pds Planning, Inc
|
BUY
|
- |
11+ 0.02% |
$44.3 - $50.9
|
59.7K
$288K
|
|
|
Oct 21, 2025
Q3 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.61K+ 0.52% |
$6.49K - $7.46K
|
312K
$1.51M
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-18.5K- 4.33% |
$74.7K - $85.8K
|
409K
$1.97M
|
|
|
Oct 21, 2025
Q3 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
1.76KNew |
$7.1K - $8.16K
|
1.76K
$8.5K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-3.42K- 5.77% |
$13.8K - $15.8K
|
55.8K
$269K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5.86K- 15.28% |
$23.6K - $27.2K
|
32.5K
$157K
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
10.1KNew |
$40.8K - $46.9K
|
10.1K
$48.8K
|
|
|
Oct 20, 2025
Q3 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
148+ 0.11% |
$596 - $685
|
140K
$675K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
318+ 0.85% |
$1.28K - $1.47K
|
37.6K
$181K
|
|
|
Oct 20, 2025
Q3 2025
|
Koss Olinger Consulting, LLC
|
SELL
|
- |
-305- 0.1% |
$1.23K - $1.41K
|
304K
$1.46M
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.88K- 2.26% |
$11.6K - $13.3K
|
125K
$601K
|
|
|
Oct 20, 2025
Q3 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
5.74K+ 2671.63% |
$23.1K - $26.6K
|
5.96K
$28.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
3.38KNew |
$13.6K - $15.6K
|
3.38K
$16.3K
|
|