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 |
---|---|---|---|---|---|---|---|
Nov 06, 2024
Q3 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-8.14K- 70.2% |
$22.2K - $25.8K
|
3.46K
$9.82K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
854+ 6.49% |
$2.33K - $2.71K
|
14K
$39.8K
|
|
Nov 06, 2024
Q3 2024
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
2.49K+ 0.17% |
$6.78K - $7.88K
|
1.46M
$4.14M
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.33M+ 15.49% |
$3.63M - $4.21M
|
9.91M
$28.1M
|
|
Nov 05, 2024
Q3 2024
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-755K- 1.01% |
$2.06M - $2.39M
|
74M
$210M
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
689+ 1.73% |
$1.88K - $2.18K
|
40.4K
$115K
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-155- 0.84% |
$423 - $491
|
18.2K
$51.7K
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-7- 0.17% |
$19.1 - $22.2
|
4.04K
$11.5K
|
|
Nov 05, 2024
Q3 2024
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-202- 50.12% |
$551 - $640
|
201
$571
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
5.29K+ 38.67% |
$14.5K - $16.8K
|
19K
$53.9K
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-2.74K- 1.63% |
$7.49K - $8.7K
|
165K
$469K
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
178+ 23.33% |
$486 - $564
|
941
$2.67K
|
|
Nov 05, 2024
Q3 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-2.32K- 9.23% |
$6.33K - $7.34K
|
22.8K
$64.7K
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
186K+ 22.3% |
$509K - $591K
|
1.02M
$2.9M
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
22.2K+ 56.58% |
$60.6K - $70.4K
|
61.5K
$175K
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
22KNew |
$60K - $69.7K
|
22K
$62.5K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
59.6K+ 120.16% |
$163K - $189K
|
109K
$310K
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
1.34K+ 2.82% |
$3.67K - $4.26K
|
49K
$139K
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
BUY
|
- |
18.5K+ 0.38% |
$50.5K - $58.6K
|
4.89M
$13.9M
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.05K+ 2.58% |
$2.85K - $3.31K
|
41.5K
$118K
|
|
Nov 04, 2024
Q3 2024
|
Financial Network Wealth Management LLC
Draper, UT |
BUY
|
- |
14.8KNew |
$40.5K - $47K
|
14.8K
$42.1K
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
8.57K+ 18.23% |
$23.4K - $27.2K
|
55.6K
$158K
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.4K+ 10.75% |
$3.82K - $4.44K
|
14.4K
$41K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
159+ 19.34% |
$434 - $504
|
981
$2.79K
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
1.54K+ 4.41% |
$4.22K - $4.89K
|
36.5K
$104K
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.94KNew |
$5.29K - $6.14K
|
1.94K
$5.5K
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-16.6K- 12.24% |
$45.4K - $52.8K
|
119K
$339K
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
2.26K+ 5.72% |
$6.16K - $7.15K
|
41.7K
$118K
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-2.1K- 7.69% |
$5.74K - $6.66K
|
25.2K
$71.7K
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
49.2K+ 19.11% |
$134K - $156K
|
307K
$872K
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-9.7K- 27.85% |
$26.5K - $30.7K
|
25.1K
$71.4K
|
|
Nov 01, 2024
Q3 2024
|
Fmb Wealth Management
Westlake Village, CA |
SELL
|
- |
-3- 0.03% |
$8.19 - $9.51
|
11.8K
$33.5K
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
SELL
|
- |
-6.36K- 24.23% |
$17.4K - $20.1K
|
19.9K
$56.5K
|
|
Oct 31, 2024
Q3 2024
|
Advisors Management Group Inc
|
SELL
|
- |
-4.36K- 0.41% |
$11.9K - $13.8K
|
1.06M
$3M
|
|
Oct 31, 2024
Q3 2024
|
Keybank National Association
|
SELL
|
- |
-288- 1.69% |
$786 - $913
|
16.7K
$47.5K
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
70K+ 24.16% |
$191K - $222K
|
360K
$1.02M
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
281+ 1.87% |
$767 - $891
|
15.3K
$43.4K
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
47.6K+ 115.21% |
$130K - $151K
|
88.9K
$252K
|
|
Oct 31, 2024
Q3 2024
|
Defined Wealth Management, LLC
|
BUY
|
- |
12.9KNew |
$35.3K - $40.9K
|
12.9K
$36.7K
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
48.5K+ 17.19% |
$132K - $154K
|
331K
$939K
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-1.8K- 14.12% |
$4.91K - $5.71K
|
10.9K
$31.1K
|
|
Oct 30, 2024
Q3 2024
|
Yousif Capital Management, LLC
|
SELL
|
- |
-8.68K- 3.42% |
$23.7K - $27.5K
|
245K
$696K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
35+ 0.2% |
$95.6 - $111
|
17.9K
$50.7K
|
|
Oct 30, 2024
Q3 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
83.5K+ 89.34% |
$228K - $265K
|
177K
$502K
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
1.82K+ 10.64% |
$4.97K - $5.77K
|
18.9K
$53.8K
|
|
Oct 29, 2024
Q3 2024
|
Optas, LLC
|
SELL
|
- |
-3.41K- 7.45% |
$9.31K - $10.8K
|
42.4K
$120K
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-1.7K- 4.38% |
$4.63K - $5.38K
|
37K
$105K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.73K- 2.22% |
$12.9K - $15K
|
208K
$592K
|
|
Oct 29, 2024
Q3 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-68.1K- 1.41% |
$186K - $216K
|
4.77M
$13.6M
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
348+ 0.98% |
$950 - $1.1K
|
35.8K
$102K
|