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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
329New |
$849 - $1.28K
|
329
$1.48K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-538- 0.36% |
$1.39K - $2.1K
|
150K
$675K
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
1.69K+ 7.4% |
$4.35K - $6.57K
|
24.5K
$110K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-10K- 19.42% |
$25.8K - $39K
|
41.5K
$187K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
SELL
|
- |
-400- 1.12% |
$1.03K - $1.56K
|
35.5K
$160K
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
10.6KNew |
$27.5K - $41.5K
|
10.6K
$47.9K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
10.5K+ 5.0% |
$27.1K - $41K
|
221K
$993K
|
|
|
May 01, 2025
Q1 2025
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
13.6KNew |
$35K - $53K
|
13.6K
$61.1K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-5.55K- 97.51% |
$14.3K - $21.7K
|
142
$639
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.17K- 3.16% |
$3.01K - $4.55K
|
35.7K
$161K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-5.43K- 14.55% |
$14K - $21.2K
|
31.9K
$144K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
3.96KNew |
$10.2K - $15.4K
|
3.96K
$17.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.78K+ 17.43% |
$4.59K - $6.93K
|
12K
$53.9K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
6.26KNew |
$16.2K - $24.4K
|
6.26K
$28.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
19.1K+ 25.35% |
$49.2K - $74.4K
|
94.4K
$425K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-112- 1.1% |
$289 - $437
|
10K
$45.1K
|
|
|
Apr 28, 2025
Q1 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
498New |
$1.28K - $1.94K
|
498
$2.24K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.39K+ 9.23% |
$16.5K - $24.9K
|
75.7K
$340K
|
|
|
Apr 28, 2025
Q1 2025
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-4.22K- 1.69% |
$10.9K - $16.5K
|
245K
$1.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.9K+ 4.46% |
$12.6K - $19.1K
|
115K
$516K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
911New |
$2.35K - $3.55K
|
911
$4.1K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
1.47K+ 6.78% |
$3.79K - $5.73K
|
23.1K
$104K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-60- 6.98% |
$155 - $234
|
800
$3.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.65KNew |
$6.83K - $10.3K
|
2.65K
$11.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
370+ 2.74% |
$955 - $1.44K
|
13.9K
$62.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
10.4KNew |
$26.9K - $40.7K
|
10.4K
$46.9K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-9.81K- 15.19% |
$25.3K - $38.3K
|
54.8K
$247K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
7.89K+ 18.83% |
$20.3K - $30.8K
|
49.8K
$224K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-307- 2.16% |
$792 - $1.2K
|
13.9K
$62.5K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
4.53K+ 35.34% |
$11.7K - $17.7K
|
17.3K
$78K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
3.08K+ 26.78% |
$7.95K - $12K
|
14.6K
$65.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
527+ 4.78% |
$1.36K - $2.06K
|
11.6K
$52K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-113- 0.43% |
$292 - $441
|
26K
$117K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
849New |
$2.19K - $3.31K
|
849
$3.82K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
11.6K+ 38.05% |
$29.9K - $45.2K
|
42K
$189K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-12.5K- 15.68% |
$32.1K - $48.6K
|
67K
$301K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.15K+ 17.66% |
$8.13K - $12.3K
|
21K
$94.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.41K+ 6.33% |
$6.22K - $9.4K
|
40.5K
$182K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.54K+ 117833.33% |
$9.12K - $13.8K
|
3.54K
$15.9K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-131- 0.98% |
$338 - $511
|
13.3K
$59.8K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
9.95K+ 13.2% |
$25.7K - $38.8K
|
85.3K
$384K
|
|
| Q4 2024 | |||||||
|
Sep 08, 2025
Q4 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
28.5K+ 267.34% |
$76.1K - $92K
|
39.1K
$176K
|
|
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.15K- 22.28% |
$13.7K - $16.6K
|
17.9K
$80.8K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-13.5K- 16.55% |
$36.1K - $43.7K
|
68.2K
$307K
|
|
|
May 15, 2025
Q4 2024
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
223New |
$595 - $720
|
223
$1K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
64New |
$171 - $207
|
64
$288
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
93New |
$248 - $300
|
93
$419
|
|
|
Mar 07, 2025
Q4 2024
|
Aegis Wealth Management LLC
Bethesda, MD |
BUY
|
- |
99KNew |
$264K - $320K
|
99K
$445K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
206New |
$550 - $665
|
206
$927
|
|
|
Feb 14, 2025
Q4 2024
|
Mangrove Partners
New York, NY |
BUY
|
- |
165KNew |
$441K - $534K
|
165K
$744K
|
|