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 |
|---|---|---|---|---|---|---|---|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-131- 1.45% |
$350 - $423
|
8.9K
$26.9K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-86.2K- 88.65% |
$230K - $278K
|
11K
$33.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
399+ 9.8% |
$1.07K - $1.29K
|
4.47K
$13.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
1.89K+ 6.74% |
$5.03K - $6.09K
|
29.9K
$90.2K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
112+ 1.11% |
$299 - $362
|
10.2K
$30.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
12.7KNew |
$33.9K - $41K
|
12.7K
$38.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Cetera Trust Company, N.A
St. Paul, MN |
BUY
|
- |
7.6K+ 8.49% |
$20.3K - $24.5K
|
97.1K
$293K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-88.1K- 1.85% |
$235K - $285K
|
4.69M
$14.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-59.6K- 28.6% |
$159K - $193K
|
149K
$449K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
40.6KNew |
$108K - $131K
|
40.6K
$122K
|
|
|
Jan 17, 2025
Q4 2024
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
13.4KNew |
$35.9K - $43.4K
|
13.4K
$40.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
601+ 4.01% |
$1.6K - $1.94K
|
15.6K
$47.1K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.62K- 7.42% |
$7K - $8.46K
|
32.7K
$98.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-3.61K- 8.81% |
$9.64K - $11.7K
|
37.3K
$113K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-284- 9.2% |
$758 - $917
|
2.8K
$8.47K
|
|
|
Jan 16, 2025
Q4 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-80.8K- 1.65% |
$216K - $261K
|
4.81M
$14.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-9.92K- 6.73% |
$26.5K - $32K
|
138K
$415K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-134K- 45.89% |
$357K - $432K
|
158K
$476K
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-8.41K- 21.64% |
$22.5K - $27.2K
|
30.5K
$92K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-3.11K- 21.24% |
$8.29K - $10K
|
11.5K
$34.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Defined Wealth Management, LLC
|
SELL
|
- |
-103- 0.8% |
$275 - $333
|
12.8K
$38.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Retirement Wealth Solutions LLC
Marshfield, WI |
BUY
|
- |
1.04KNew |
$2.77K - $3.36K
|
1.04K
$3.14K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-841- 6.17% |
$2.25K - $2.72K
|
12.8K
$38.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-7.82K- 23.05% |
$20.9K - $25.3K
|
26.1K
$78.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
18.1K+ 88.36% |
$48.2K - $58.3K
|
38.5K
$116K
|
|
|
Jan 15, 2025
Q4 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
10.6K+ 8.83% |
$28.4K - $34.4K
|
131K
$396K
|
|
|
Jan 15, 2025
Q4 2024
|
Riversedge Advisors, LLC
|
BUY
|
- |
2.83K+ 16.43% |
$7.57K - $9.15K
|
20.1K
$60.6K
|
|
|
Jan 15, 2025
Q4 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
12.3K+ 3.71% |
$32.7K - $39.6K
|
343K
$1.04M
|
|
|
Jan 15, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-815- 0.92% |
$2.18K - $2.63K
|
88K
$266K
|
|
|
Jan 15, 2025
Q4 2024
|
O'Keefe Stevens Advisory, Inc.
|
BUY
|
- |
41.9K+ 42.8% |
$112K - $135K
|
140K
$422K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
39.7K+ 15.93% |
$106K - $128K
|
289K
$872K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-43.9K- 24.73% |
$117K - $142K
|
134K
$403K
|
|
|
Jan 14, 2025
Q4 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-24K- 2.27% |
$64.2K - $77.6K
|
1.03M
$3.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-231K- 15.64% |
$617K - $747K
|
1.25M
$3.77M
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-1.41K- 0.7% |
$3.77K - $4.56K
|
201K
$607K
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-2.09K- 2.23% |
$5.57K - $6.74K
|
91.4K
$276K
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
736New |
$1.97K - $2.38K
|
736
$2.22K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
11K+ 28.95% |
$29.3K - $35.5K
|
48.9K
$148K
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
5.6K+ 33.21% |
$14.9K - $18.1K
|
22.4K
$67.8K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.56K+ 5.37% |
$4.17K - $5.04K
|
30.6K
$92.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-13K- 65.0% |
$34.7K - $42K
|
7K
$21.1K
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-779- 1.92% |
$2.08K - $2.52K
|
39.7K
$120K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
SELL
|
- |
-1.57K- 2.3% |
$4.19K - $5.07K
|
66.8K
$202K
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
27.9KNew |
$74.5K - $90.1K
|
27.9K
$84.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-7.6K- 9.15% |
$20.3K - $24.5K
|
75.4K
$228K
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
1.5K+ 9.17% |
$4.01K - $4.85K
|
17.9K
$53.9K
|
|
|
Jan 13, 2025
Q4 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-109- 31.96% |
$291 - $352
|
232
$701
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
19.7K+ 93.35% |
$52.5K - $63.5K
|
40.7K
$123K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-441- 1.15% |
$1.18K - $1.42K
|
38K
$115K
|
|
|
Jan 10, 2025
Q4 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-768- 1.75% |
$2.05K - $2.48K
|
43.2K
$130K
|