Latest Institutional Purchases of Lloyds Banking Group PLC (LYG)
This list provides information on the latest institutional transactions involving Lloyds Banking Group PLC (LYG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
30.1KNew |
$65.6K - $78.2K
|
30.1K
$145K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.4KNew |
$31.4K - $37.4K
|
14.4K
$69.4K
|
|
|
Aug 13, 2025
Q1 2023
|
Stone X Group Inc.
|
BUY
|
- |
14KNew |
$30.5K - $36.3K
|
14K
$67.3K
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
10.2KNew |
$22.3K - $26.6K
|
10.2K
$49.3K
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
10KNew |
$21.8K - $26K
|
10K
$48.2K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1.24K+ 417.57% |
$2.69K - $3.21K
|
1.53K
$7.38K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
499+ 3.99% |
$1.09K - $1.3K
|
13K
$62.7K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
415New |
$905 - $1.08K
|
415
$2K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
168New |
$366 - $437
|
168
$810
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
656KNew |
$1.13M - $1.5M
|
656K
$3.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
188KNew |
$323K - $429K
|
188K
$906K
|
|
|
Feb 09, 2023
Q4 2022
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
139KNew |
$239K - $317K
|
139K
$670K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
32.7K+ 128.69% |
$56.2K - $74.5K
|
58.1K
$280K
|
|
|
Jan 27, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
27.6KNew |
$47.4K - $62.9K
|
27.6K
$133K
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
21.7K+ 40.36% |
$37.4K - $49.6K
|
75.6K
$364K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
15.2KNew |
$26.1K - $34.6K
|
15.2K
$73.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
15KNew |
$25.8K - $34.2K
|
15K
$72.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
12.6KNew |
$21.6K - $28.7K
|
12.6K
$60.6K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11.4KNew |
$19.6K - $26K
|
11.4K
$54.9K
|
|
|
Feb 06, 2023
Q4 2022
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
10.5KNew |
$18K - $23.9K
|
10.5K
$50.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
10.4KNew |
$17.8K - $23.6K
|
10.4K
$49.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
6K+ 37.5% |
$10.3K - $13.7K
|
22K
$106K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
668New |
$1.15K - $1.52K
|
668
$3.22K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
408New |
$702 - $930
|
408
$1.97K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
269+ 1.7% |
$463 - $613
|
16.1K
$77.6K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
493KNew |
$261K - $1.1M
|
493K
$2.38M
|
|
|
Nov 10, 2022
Q3 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
427K+ 85.31% |
$226K - $947K
|
927K
$4.47M
|
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
38.2KNew |
$20.3K - $84.9K
|
38.2K
$184K
|
|
|
Oct 18, 2022
Q3 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
23.8KNew |
$12.6K - $52.9K
|
23.8K
$115K
|
|
|
Oct 25, 2022
Q3 2022
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
BUY
|
- |
23.1KNew |
$12.2K - $51.2K
|
23.1K
$111K
|
|
|
Oct 28, 2022
Q3 2022
|
Comerica Bank
|
BUY
|
- |
14.1K+ 5.12% |
$7.47K - $31.3K
|
290K
$1.4M
|
|
|
Nov 01, 2022
Q3 2022
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
12.6KNew |
$6.67K - $27.9K
|
12.6K
$60.6K
|
|
|
Nov 04, 2022
Q3 2022
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
12.2KNew |
$6.47K - $27.1K
|
12.2K
$58.8K
|
|
|
Nov 08, 2022
Q3 2022
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
10.2KNew |
$5.38K - $22.5K
|
10.2K
$48.9K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
8.57KNew |
$4.54K - $19K
|
8.57K
$41.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
7.06K+ 19.28% |
$3.74K - $15.7K
|
43.7K
$211K
|
|
|
Oct 28, 2022
Q3 2022
|
Community Bank, N.A.
|
BUY
|
- |
2.22KNew |
$1.18K - $4.93K
|
2.22K
$10.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.55KNew |
$820 - $3.43K
|
1.55K
$7.46K
|
|
|
Nov 03, 2022
Q3 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
379+ 3.09% |
$201 - $841
|
12.6K
$60.9K
|
|
|
Oct 21, 2022
Q3 2022
|
Straight Path Wealth Management
|
BUY
|
- |
234+ 1.83% |
$124 - $519
|
13K
$62.7K
|
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
BUY
|
- |
16+ 1.88% |
$8.48 - $35.5
|
866
$4.17K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Prelude Capital Management, LLC
New York, NY |
BUY
|
- |
60KNew |
$121K - $148K
|
60K
$289K
|
|
|
Jul 21, 2022
Q2 2022
|
Chicago Capital, LLC
|
BUY
|
- |
30KNew |
$60.6K - $73.8K
|
30K
$145K
|
|
|
Jul 22, 2022
Q2 2022
|
Parametrica Management LTD
|
BUY
|
- |
17.2KNew |
$34.8K - $42.4K
|
17.2K
$83.1K
|
|
|
Oct 26, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
9.56K+ 64.84% |
$19.3K - $23.5K
|
24.3K
$117K
|
|
|
Aug 11, 2022
Q2 2022
|
Advisor Partners LLC
Walnut Creek, CA |
BUY
|
- |
6.85K+ 2.65% |
$13.8K - $16.8K
|
265K
$1.28M
|
|
|
Aug 25, 2022
Q2 2022
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
4.95KNew |
$9.99K - $12.2K
|
4.95K
$23.8K
|
|
|
Jul 22, 2022
Q2 2022
|
Enterprise Trust & Investment CO
|
BUY
|
- |
2.42KNew |
$4.88K - $5.95K
|
2.42K
$11.7K
|
|
|
Jul 18, 2022
Q2 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
826New |
$1.67K - $2.03K
|
826
$3.98K
|
|
|
Jul 15, 2022
Q2 2022
|
Marquette Asset Management, LLC
|
BUY
|
- |
74+ 32.89% |
$149 - $182
|
299
$1.44K
|
|