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 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
8.28KNew |
$27.5K - $35.5K
|
8.28K
$35.2K
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
123K+ 1025.78% |
$407K - $526K
|
135K
$572K
|
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
SELL
|
- |
-395- 23.36% |
$1.31K - $1.69K
|
1.3K
$5.51K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
16KNew |
$53.1K - $68.6K
|
16K
$67.9K
|
|
|
Jul 11, 2025
Q2 2025
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
2.35KNew |
$7.79K - $10.1K
|
2.35K
$9.97K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-105- 0.71% |
$349 - $450
|
14.7K
$62.3K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.65K+ 44.9% |
$12.1K - $15.6K
|
11.8K
$50K
|
|
|
Jul 11, 2025
Q2 2025
|
Meriwether Wealth & Planning, LLC
Minden, LA |
SELL
|
- |
-17.3K- 31.38% |
$57.6K - $74.4K
|
37.9K
$161K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
BUY
|
- |
303+ 68.4% |
$1.01K - $1.3K
|
746
$3.17K
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.3K- 11.17% |
$4.31K - $5.56K
|
10.3K
$43.8K
|
|
|
Jul 10, 2025
Q2 2025
|
Wedmont Private Capital
|
BUY
|
- |
486+ 1.63% |
$1.61K - $2.08K
|
30.3K
$129K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
65.6K+ 112.21% |
$218K - $281K
|
124K
$527K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
29.6K+ 8.35% |
$98.3K - $127K
|
384K
$1.63M
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
3.16K+ 28.11% |
$10.5K - $13.6K
|
14.4K
$61.2K
|
|
|
Jul 10, 2025
Q2 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
271+ 1.16% |
$900 - $1.16K
|
23.7K
$101K
|
|
|
Jul 09, 2025
Q2 2025
|
Riversedge Advisors, LLC
|
BUY
|
- |
2.43K+ 10.47% |
$8.08K - $10.4K
|
25.7K
$109K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
62.7K+ 81.32% |
$208K - $269K
|
140K
$595K
|
|
|
Jul 09, 2025
Q2 2025
|
Aaron Wealth Advisors LLC
|
SELL
|
- |
-1.1K- 0.79% |
$3.65K - $4.71K
|
139K
$590K
|
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-118- 0.46% |
$392 - $506
|
25.7K
$109K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
13.2KNew |
$43.8K - $56.6K
|
13.2K
$56K
|
|
|
Jul 08, 2025
Q2 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-216K- 9.51% |
$716K - $925K
|
2.05M
$8.73M
|
|
|
Jul 07, 2025
Q2 2025
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-256- 1.93% |
$850 - $1.1K
|
13K
$55.4K
|
|
|
Jul 07, 2025
Q2 2025
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.17K+ 5.82% |
$3.87K - $5K
|
21.2K
$90.1K
|
|
|
Jul 07, 2025
Q2 2025
|
Investors Research Corp
|
SELL
|
- |
-7.5K- 60.0% |
$24.9K - $32.2K
|
5K
$21.3K
|
|
|
Jul 07, 2025
Q2 2025
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
17+ 0.1% |
$56.4 - $72.9
|
16.6K
$70.7K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.21K+ 3.93% |
$7.32K - $9.46K
|
58.3K
$248K
|
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-5.88K- 3.75% |
$19.5K - $25.2K
|
151K
$642K
|
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-5.79K- 16.01% |
$19.2K - $24.8K
|
30.4K
$129K
|
|
|
Jul 02, 2025
Q2 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-67- 0.52% |
$222 - $287
|
12.7K
$54.1K
|
|
| Q1 2025 | |||||||
|
Jul 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
20.4KNew |
$52.6K - $79.6K
|
20.4K
$86.7K
|
|
|
May 28, 2025
Q1 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-134K- 44.66% |
$346K - $523K
|
166K
$706K
|
|
|
May 21, 2025
Q1 2025
|
Acadian Asset Management LLC
Boston, MA |
BUY
|
- |
168KNew |
$432K - $653K
|
168K
$712K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.5K+ 4846.84% |
$29.6K - $44.8K
|
11.7K
$49.8K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-17- 0.15% |
$43.9 - $66.3
|
11.3K
$48.2K
|
|
|
May 16, 2025
Q1 2025
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
14.5K+ 1.34% |
$37.3K - $56.4K
|
1.09M
$4.64M
|
|
|
May 16, 2025
Q1 2025
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-145K- 18.46% |
$375K - $566K
|
641K
$2.73M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3.53K- 5.99% |
$9.11K - $13.8K
|
55.4K
$235K
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
30.3K+ 26.81% |
$78.3K - $118K
|
144K
$610K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-29.4K- 46.52% |
$75.8K - $115K
|
33.8K
$144K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.85K+ 37.37% |
$9.93K - $15K
|
14.1K
$60.1K
|
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
370+ 0.64% |
$955 - $1.44K
|
58.1K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
647KNew |
$1.67M - $2.52M
|
647K
$2.75M
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.07K- 0.85% |
$2.76K - $4.17K
|
125K
$530K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-4.61K- 3.21% |
$11.9K - $18K
|
139K
$591K
|
|
|
May 15, 2025
Q1 2025
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
120K+ 37.95% |
$309K - $468K
|
436K
$1.85M
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-22.9K- 4.17% |
$59.1K - $89.3K
|
526K
$2.23M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
253New |
$653 - $987
|
253
$1.08K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
83.3K+ 9.77% |
$215K - $325K
|
936K
$3.98M
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
BUY
|
- |
36.6K+ 50.06% |
$94.3K - $143K
|
110K
$466K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-14.6K- 14.41% |
$37.5K - $56.7K
|
86.4K
$367K
|
|