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 04, 2025
Q3 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
3.2K+ 100.0% |
$12.9K - $14.8K
|
6.41K
$30.9K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
26.3K+ 36.62% |
$106K - $122K
|
98.3K
$474K
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
172K+ 311.56% |
$695K - $798K
|
228K
$1.1M
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.9KNew |
$51.9K - $59.7K
|
12.9K
$62.1K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-144K- 1.69% |
$582K - $669K
|
8.41M
$40.5M
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.97K- 5.45% |
$12K - $13.8K
|
51.6K
$249K
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
11.6K+ 7.67% |
$46.7K - $53.6K
|
163K
$784K
|
|
|
Nov 04, 2025
Q3 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-151- 0.89% |
$609 - $699
|
16.8K
$80.9K
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
9.46K+ 7.28% |
$38.1K - $43.8K
|
139K
$672K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
13.2K+ 4.71% |
$53K - $60.9K
|
292K
$1.41M
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
16.5K+ 27.35% |
$66.4K - $76.2K
|
76.7K
$370K
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-3.14K- 10.33% |
$12.6K - $14.5K
|
27.2K
$131K
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
25.8KNew |
$104K - $120K
|
25.8K
$124K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-12.2K- 7.17% |
$49K - $56.3K
|
157K
$759K
|
|
|
Nov 03, 2025
Q3 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-466- 1.82% |
$1.88K - $2.16K
|
25.2K
$121K
|
|
|
Nov 03, 2025
Q3 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.61K+ 48.64% |
$10.5K - $12.1K
|
7.99K
$38.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.73K- 3.48% |
$11K - $12.6K
|
75.7K
$365K
|
|
|
Nov 03, 2025
Q3 2025
|
Sym Financial Corp
|
BUY
|
- |
2.31K+ 17.03% |
$9.31K - $10.7K
|
15.9K
$76.5K
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-37.2K- 60.8% |
$150K - $172K
|
24K
$116K
|
|
|
Nov 03, 2025
Q3 2025
|
Twin City Private Wealth, LLC
Winston Salem, NC |
BUY
|
- |
2.69K+ 0.7% |
$10.9K - $12.5K
|
389K
$1.87M
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-1.71K- 11.36% |
$6.88K - $7.9K
|
13.3K
$64.2K
|
|
|
Oct 31, 2025
Q3 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
2+ 0.01% |
$8.06 - $9.26
|
23.7K
$114K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.41K+ 11.73% |
$25.8K - $29.7K
|
61K
$294K
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
71.1K+ 115.5% |
$286K - $329K
|
133K
$639K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
48.6K+ 6.28% |
$196K - $225K
|
823K
$3.97M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.04K- 6.16% |
$4.2K - $4.82K
|
15.9K
$76.5K
|
|
|
Oct 31, 2025
Q3 2025
|
Sage Rhino Capital LLC
|
BUY
|
- |
846+ 1.78% |
$3.41K - $3.92K
|
48.4K
$233K
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
25.2K+ 178.8% |
$101K - $117K
|
39.3K
$189K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
15.6KNew |
$62.8K - $72.1K
|
15.6K
$75.1K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-3.5K- 13.59% |
$14.1K - $16.2K
|
22.2K
$107K
|
|
|
Oct 30, 2025
Q3 2025
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-274- 3.57% |
$1.1K - $1.27K
|
7.4K
$35.7K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
5.99K+ 7.68% |
$24.1K - $27.7K
|
84K
$405K
|
|
|
Oct 30, 2025
Q3 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-31.9K- 7.59% |
$129K - $148K
|
388K
$1.87M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.2K- 12.6% |
$41.3K - $47.4K
|
71.1K
$343K
|
|
|
Oct 30, 2025
Q3 2025
|
Orion Capital Management LLC
|
BUY
|
- |
183New |
$737 - $847
|
183
$882
|
|
|
Oct 30, 2025
Q3 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-292- 0.71% |
$1.18K - $1.35K
|
40.8K
$197K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
27.6K+ 22.23% |
$111K - $128K
|
152K
$731K
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
13K+ 81.61% |
$52.5K - $60.3K
|
29K
$140K
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
SELL
|
- |
-672- 4.48% |
$2.71K - $3.11K
|
14.3K
$69.1K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-1.29K- 9.18% |
$5.19K - $5.97K
|
12.8K
$61.5K
|
|
|
Oct 29, 2025
Q3 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
921+ 3.8% |
$3.71K - $4.26K
|
25.1K
$121K
|
|
|
Oct 29, 2025
Q3 2025
|
Platform Technology Partners
|
SELL
|
- |
-1.56K- 4.39% |
$6.27K - $7.2K
|
33.9K
$163K
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
169KNew |
$683K - $784K
|
169K
$817K
|
|
|
Oct 29, 2025
Q3 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
998+ 4.21% |
$4.02K - $4.62K
|
24.7K
$119K
|
|
|
Oct 28, 2025
Q3 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
230K+ 32.86% |
$927K - $1.06M
|
930K
$4.48M
|
|
|
Oct 28, 2025
Q3 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-690- 1.98% |
$2.78K - $3.19K
|
34.1K
$164K
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
28.1KNew |
$113K - $130K
|
28.1K
$136K
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
14.6K+ 39.43% |
$58.9K - $67.6K
|
51.6K
$249K
|
|
|
Oct 28, 2025
Q3 2025
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1.06KNew |
$4.26K - $4.89K
|
1.06K
$5.09K
|
|
|
Oct 28, 2025
Q3 2025
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
212New |
$854 - $982
|
212
$1.02K
|
|