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 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
10.5KNew |
$19.9K - $25.8K
|
10.5K
$45.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Aifg Consultants Ltd.
Halfmoon, NY |
BUY
|
- |
10.1KNew |
$19.2K - $24.8K
|
10.1K
$43.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-5.03K- 27.92% |
$9.51K - $12.3K
|
13K
$56.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
254+ 78.88% |
$480 - $622
|
576
$2.49K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
360New |
$680 - $882
|
360
$1.56K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
1.72K+ 9.04% |
$3.25K - $4.22K
|
20.8K
$89.7K
|
|
|
Jan 25, 2024
Q4 2023
|
Fortune Financial Advisors, LLC
Overland Park, KS |
BUY
|
- |
254+ 2.1% |
$480 - $622
|
12.3K
$53.3K
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
870New |
$1.64K - $2.13K
|
870
$3.76K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-43.9K- 80.44% |
$83.1K - $108K
|
10.7K
$46.2K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
493New |
$932 - $1.21K
|
493
$2.13K
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
15KNew |
$28.4K - $36.8K
|
15K
$64.8K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
BUY
|
- |
4K+ 33.33% |
$7.56K - $9.8K
|
16K
$69.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
2.16KNew |
$4.09K - $5.3K
|
2.16K
$9.35K
|
|
|
Jan 09, 2024
Q4 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-213K- 95.16% |
$403K - $523K
|
10.9K
$46.9K
|
|
|
Jan 08, 2024
Q4 2023
|
Country Trust Bank
|
BUY
|
- |
1.94KNew |
$3.66K - $4.74K
|
1.94K
$8.36K
|
|
| Q3 2023 | |||||||
|
Dec 08, 2023
Q3 2023
|
Palladiem, LLC
|
SELL
|
- |
-46.2KClosed |
$92.4K - $110K
|
0
$0
|
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
39.4KNew |
$78.7K - $94.1K
|
39.4K
$170K
|
|
|
Nov 14, 2023
Q3 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
13.6KNew |
$27.1K - $32.4K
|
13.6K
$58.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6.08K- 37.37% |
$12.2K - $14.5K
|
10.2K
$44K
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-8K- 12.53% |
$16K - $19.1K
|
55.9K
$241K
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
SELL
|
- |
-15.5K- 88.3% |
$30.9K - $37K
|
2.05K
$8.86K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
500New |
$1K - $1.2K
|
500
$2.16K
|
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-20.8K- 41.42% |
$41.7K - $49.8K
|
29.5K
$127K
|
|
|
Nov 02, 2023
Q3 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
4.66K+ 6.86% |
$9.31K - $11.1K
|
72.5K
$313K
|
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-11.1K- 93.11% |
$22.3K - $26.6K
|
824
$3.56K
|
|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
287KNew |
$573K - $685K
|
287K
$1.24M
|
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-676- 4.29% |
$1.35K - $1.62K
|
15.1K
$65.2K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.76K+ 1.53% |
$7.53K - $9K
|
249K
$1.08M
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
800New |
$1.6K - $1.91K
|
800
$3.46K
|
|
|
Oct 23, 2023
Q3 2023
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
27KNew |
$53.9K - $64.4K
|
27K
$116K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
20.2KNew |
$40.3K - $48.2K
|
20.2K
$87.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
142New |
$284 - $339
|
142
$613
|
|
| Q2 2023 | |||||||
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
8.16K+ 31.28% |
$17.1K - $20.1K
|
34.3K
$148K
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
34New |
$71.1 - $83.6
|
34
$147
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-472- 4.82% |
$986 - $1.16K
|
9.33K
$40.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2.64KNew |
$5.51K - $6.49K
|
2.64K
$11.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.83K+ 26.46% |
$14.3K - $16.8K
|
32.6K
$141K
|
|
|
Aug 14, 2023
Q2 2023
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-236K- 53.52% |
$493K - $581K
|
205K
$886K
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-292- 1.7% |
$610 - $718
|
16.9K
$73.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.6KNew |
$5.44K - $6.41K
|
2.6K
$11.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
10+ 0.07% |
$20.9 - $24.6
|
13.9K
$60.1K
|
|
|
Aug 11, 2023
Q2 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
999K+ 30.42% |
$2.09M - $2.46M
|
4.28M
$18.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna Fundamental Investments, LLC
Bala Cynwyd, PA |
SELL
|
- |
-754K- 92.57% |
$1.58M - $1.86M
|
60.5K
$262K
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
52.1K+ 63.8% |
$109K - $128K
|
134K
$578K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-356- 11.01% |
$744 - $876
|
2.88K
$12.4K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
10.9KNew |
$22.8K - $26.9K
|
10.9K
$47.2K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
498New |
$1.04K - $1.23K
|
498
$2.15K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
17.7KNew |
$36.9K - $43.5K
|
17.7K
$76.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
3.19K+ 21.1% |
$6.67K - $7.85K
|
18.3K
$79.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3.04K+ 30.39% |
$6.35K - $7.48K
|
13K
$56.3K
|
|