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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2023
Q2 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-3.06K- 89.07% |
$6.39K - $7.52K
|
375
$1.07K
|
|
|
Jul 24, 2023
Q2 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
10KNew |
$20.9K - $24.6K
|
10K
$28.4K
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
618+ 2.0% |
$1.29K - $1.52K
|
31.5K
$89.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Mcdonald Partners LLC
|
SELL
|
- |
-1.19K- 6.09% |
$2.49K - $2.92K
|
18.3K
$52.1K
|
|
|
Jul 14, 2023
Q2 2023
|
Vanguard Capital Wealth Advisors
|
SELL
|
- |
-102K- 90.81% |
$214K - $252K
|
10.4K
$29.5K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.31KNew |
$11.1K - $13.1K
|
5.31K
$15.1K
|
|
|
Jul 13, 2023
Q2 2023
|
Veery Capital, LLC
|
SELL
|
- |
-882- 6.42% |
$1.84K - $2.17K
|
12.9K
$36.5K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-2.05K- 36.1% |
$4.29K - $5.05K
|
3.63K
$10.3K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-1.42K- 11.03% |
$2.97K - $3.49K
|
11.4K
$32.5K
|
|
| Q1 2023 | |||||||
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-11.7KClosed |
$25.5K - $30.4K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
415New |
$905 - $1.08K
|
415
$1.18K
|
|
|
May 15, 2023
Q1 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-5K- 30.3% |
$10.9K - $13K
|
11.5K
$32.7K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
499+ 3.99% |
$1.09K - $1.3K
|
13K
$36.9K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
PUT |
-1.7K- 6.18% |
$3.71K - $4.42K
|
25.8K
$73.3K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-6.6K- 76.05% |
$14.4K - $17.2K
|
2.08K
$5.9K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
30.1KNew |
$65.6K - $78.2K
|
30.1K
$85.4K
|
|
|
May 11, 2023
Q1 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-34.9K- 81.19% |
$76K - $90.7K
|
8.08K
$22.9K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
168New |
$366 - $437
|
168
$477
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.4KNew |
$31.4K - $37.4K
|
14.4K
$40.9K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
4.61KNew |
$10K - $12K
|
4.61K
$13.1K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1.24K+ 417.57% |
$2.69K - $3.21K
|
1.53K
$4.35K
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
10KNew |
$21.8K - $26K
|
10K
$28.4K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
599New |
$1.31K - $1.56K
|
599
$1.7K
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
863+ 8.34% |
$1.88K - $2.24K
|
11.2K
$31.8K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
4.68K+ 23.6% |
$10.2K - $12.2K
|
24.5K
$69.6K
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
10.2KNew |
$22.3K - $26.6K
|
10.2K
$29K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
656KNew |
$1.13M - $1.5M
|
656K
$1.86M
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
6K+ 37.5% |
$10.3K - $13.7K
|
22K
$62.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
668New |
$1.15K - $1.52K
|
668
$1.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
15KNew |
$25.8K - $34.2K
|
15K
$42.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
PUT |
-3K- 16.22% |
$5.16K - $6.84K
|
15.5K
$44K
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
188KNew |
$323K - $429K
|
188K
$534K
|
|
|
Feb 14, 2023
Q4 2022
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
121K+ 17.45% |
$207K - $275K
|
812K
$2.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
10.4KNew |
$17.8K - $23.6K
|
10.4K
$29.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
15.2KNew |
$26.1K - $34.6K
|
15.2K
$43.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
32.7K+ 128.69% |
$56.2K - $74.5K
|
58.1K
$165K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
26KNew |
$44.8K - $59.3K
|
26K
$73.9K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-696- 1.38% |
$1.2K - $1.59K
|
49.8K
$141K
|
|
|
Feb 09, 2023
Q4 2022
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
139KNew |
$239K - $317K
|
139K
$395K
|
|
|
Feb 06, 2023
Q4 2022
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-22.9K- 17.71% |
$39.3K - $52.2K
|
106K
$302K
|
|
|
Feb 06, 2023
Q4 2022
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
10.5KNew |
$18K - $23.9K
|
10.5K
$29.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
269+ 1.7% |
$463 - $613
|
16.1K
$45.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
27.6KNew |
$47.4K - $62.9K
|
27.6K
$78.3K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
12.6KNew |
$21.6K - $28.7K
|
12.6K
$35.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11.4KNew |
$19.6K - $26K
|
11.4K
$32.3K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
408New |
$702 - $930
|
408
$1.16K
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
21.7K+ 40.36% |
$37.4K - $49.6K
|
75.6K
$215K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Drw Securities, L.L.C.
Chicago, IL |
BUY
|
- |
493KNew |
$261K - $1.1M
|
493K
$1.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Column Capital Advisors, LLC
|
BUY
|
- |
1.55KNew |
$820 - $3.43K
|
1.55K
$4.39K
|
|
|
Nov 14, 2022
Q3 2022
|
Cowen Investment Management LLC
New York, NY |
SELL
|
- |
-20K- 0.45% |
$10.6K - $44.4K
|
4.42M
$12.6M
|
|