Purchases and Sales Made in Q4 2025 in Lloyds Banking Group PLC (LYG)
This table provides information about the institutional ownership of Lloyds Banking Group PLC (LYG) during Q4 2025. The information is specifically focused on institutions that hold shares of Lloyds Banking Group plc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
660K+ 23.96% |
$2.92M - $3.32M
|
3.42M
$16.5M
|
|
|
Jan 15, 2026
Q4 2025
|
Btc Capital Management, Inc.
|
BUY
|
- |
348KNew |
$1.54M - $1.75M
|
348K
$1.68M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
40.9K+ 108.06% |
$181K - $206K
|
78.8K
$380K
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
32K+ 7.97% |
$141K - $161K
|
434K
$2.09M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
31.9K+ 21.03% |
$141K - $160K
|
183K
$884K
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
31.5K+ 25.27% |
$139K - $159K
|
156K
$753K
|
|
|
Jan 21, 2026
Q4 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
29.9K+ 21.93% |
$132K - $151K
|
166K
$802K
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
25.7K+ 2.65% |
$113K - $129K
|
995K
$4.8M
|
|
|
Jan 13, 2026
Q4 2025
|
Cpa Asset Management LLC
West Palm Beach, FL |
BUY
|
- |
24.5KNew |
$108K - $123K
|
24.5K
$118K
|
|
|
Jan 12, 2026
Q4 2025
|
Curated Wealth Partners LLC
|
BUY
|
- |
21.4KNew |
$94.4K - $107K
|
21.4K
$103K
|
|
|
Jan 23, 2026
Q4 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
18.3K+ 45.06% |
$81.1K - $92.3K
|
59.1K
$285K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
15.7KNew |
$69.4K - $79K
|
15.7K
$75.7K
|
|
|
Jan 21, 2026
Q4 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
15.5K+ 101.56% |
$68.4K - $77.9K
|
30.7K
$148K
|
|
|
Jan 23, 2026
Q4 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
13.9K+ 13.85% |
$61.3K - $69.8K
|
114K
$550K
|
|
|
Jan 13, 2026
Q4 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
13.8K+ 46.01% |
$61.2K - $69.6K
|
43.9K
$212K
|
|
|
Jan 15, 2026
Q4 2025
|
James Hambro & Partners
|
BUY
|
- |
13.5KNew |
$59.6K - $67.8K
|
13.5K
$64.9K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
10.8K+ 80.24% |
$47.8K - $54.4K
|
24.3K
$117K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
10.7KNew |
$47.4K - $54K
|
10.7K
$51.7K
|
|
|
Jan 21, 2026
Q4 2025
|
Crux Wealth Advisors
Long Beach, CA |
BUY
|
- |
10.2KNew |
$45K - $51.3K
|
10.2K
$49.1K
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
9.79K+ 6.19% |
$43.2K - $49.2K
|
168K
$809K
|
|
|
Jan 23, 2026
Q4 2025
|
Natural Investments, LLC
|
BUY
|
- |
8.34K+ 15.81% |
$36.9K - $42K
|
61.1K
$295K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7.9K+ 12.94% |
$34.9K - $39.7K
|
68.9K
$332K
|
|
|
Jan 16, 2026
Q4 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
6.99K+ 5.01% |
$30.9K - $35.1K
|
146K
$705K
|
|
|
Jan 23, 2026
Q4 2025
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
6.68KNew |
$29.5K - $33.6K
|
6.68K
$32.2K
|
|
|
Jan 06, 2026
Q4 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
4.06K+ 8.2% |
$17.9K - $20.4K
|
53.5K
$258K
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.66K+ 15.81% |
$16.2K - $18.4K
|
26.8K
$129K
|
|
|
Jan 07, 2026
Q4 2025
|
Cooper Financial Group
|
BUY
|
- |
3.54K+ 17.44% |
$15.6K - $17.8K
|
23.8K
$115K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.42K+ 7.23% |
$15.1K - $17.2K
|
50.8K
$245K
|
|
|
Jan 02, 2026
Q4 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
2.85K+ 3.75% |
$12.6K - $14.3K
|
79K
$381K
|
|
|
Jan 20, 2026
Q4 2025
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
2.78KNew |
$12.3K - $14K
|
2.78K
$13.4K
|
|
|
Jan 20, 2026
Q4 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
2.66K+ 10.24% |
$11.8K - $13.4K
|
28.7K
$138K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.41K+ 1497.52% |
$10.7K - $12.1K
|
2.57K
$12.4K
|
|
|
Jan 21, 2026
Q4 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
2.1KNew |
$9.29K - $10.6K
|
2.1K
$10.1K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.82K+ 5.96% |
$8.03K - $9.13K
|
32.3K
$156K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.37KNew |
$6.05K - $6.88K
|
1.37K
$6.59K
|
|
|
Jan 12, 2026
Q4 2025
|
Foster Group, Inc.
|
BUY
|
- |
1.34K+ 12.11% |
$5.91K - $6.73K
|
12.4K
$59.7K
|
|
|
Jan 07, 2026
Q4 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
1.23K+ 4.41% |
$5.42K - $6.17K
|
29K
$140K
|
|
|
Jan 15, 2026
Q4 2025
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
1.23K+ 2.08% |
$5.41K - $6.16K
|
60.1K
$290K
|
|
|
Jan 15, 2026
Q4 2025
|
Nisa Investment Advisors, LLC
|
BUY
|
- |
1.16KNew |
$5.13K - $5.84K
|
1.16K
$5.6K
|
|
|
Jan 20, 2026
Q4 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
773New |
$3.42K - $3.89K
|
773
$3.73K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
738+ 527.14% |
$3.26K - $3.71K
|
878
$4.23K
|
|
|
Jan 23, 2026
Q4 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
641+ 1.02% |
$2.83K - $3.22K
|
63.4K
$306K
|
|
|
Jan 23, 2026
Q4 2025
|
Gibbs Wealth Management
Alpharetta, GA |
BUY
|
- |
630+ 2.27% |
$2.78K - $3.17K
|
28.4K
$137K
|
|
|
Jan 14, 2026
Q4 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
509+ 5.02% |
$2.25K - $2.56K
|
10.6K
$51.3K
|
|
|
Jan 14, 2026
Q4 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
394+ 1.85% |
$1.74K - $1.98K
|
21.6K
$104K
|
|
|
Jan 20, 2026
Q4 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
246+ 2.22% |
$1.09K - $1.24K
|
11.3K
$54.6K
|
|
|
Jan 08, 2026
Q4 2025
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
190+ 0.72% |
$840 - $956
|
26.4K
$127K
|
|
|
Jan 21, 2026
Q4 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
173+ 0.4% |
$765 - $870
|
42.9K
$207K
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
165+ 0.35% |
$729 - $830
|
47K
$226K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
129+ 16.13% |
$570 - $649
|
929
$4.48K
|
|