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 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-4.47K- 61.22% |
$14.8K - $19.2K
|
2.83K
$12.8K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2.94KNew |
$9.76K - $12.6K
|
2.94K
$13.3K
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
18.1KNew |
$60K - $77.6K
|
18.1K
$81.7K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
5.48K+ 12.39% |
$18.2K - $23.5K
|
49.7K
$224K
|
|
|
Jul 29, 2025
Q2 2025
|
Salomon & Ludwin, LLC
|
BUY
|
- |
215New |
$714 - $922
|
215
$972
|
|
|
Jul 29, 2025
Q2 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-4.62K- 7.21% |
$15.3K - $19.8K
|
59.5K
$269K
|
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-36.1K- 22.32% |
$120K - $155K
|
126K
$568K
|
|
|
Jul 29, 2025
Q2 2025
|
Princeton Global Asset Management LLC
|
BUY
|
- |
3KNew |
$9.96K - $12.9K
|
3K
$13.6K
|
|
|
Jul 29, 2025
Q2 2025
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
2.6K+ 6.76% |
$8.63K - $11.1K
|
41.1K
$186K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
19K+ 5.28% |
$63.1K - $81.5K
|
379K
$1.71M
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-41.8K- 71.49% |
$139K - $179K
|
16.6K
$75.2K
|
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-6.27K- 10.12% |
$20.8K - $26.9K
|
55.7K
$252K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
10K+ 22.41% |
$33.2K - $42.9K
|
54.6K
$247K
|
|
|
Jul 28, 2025
Q2 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-254K- 21.43% |
$844K - $1.09M
|
932K
$4.21M
|
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
205+ 0.23% |
$681 - $879
|
90.8K
$410K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-376- 2.91% |
$1.25K - $1.61K
|
12.5K
$56.7K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-45.2K- 63.8% |
$150K - $194K
|
25.6K
$116K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.86K+ 45.54% |
$29.4K - $38K
|
28.3K
$128K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
71.1K+ 10.11% |
$236K - $305K
|
774K
$3.5M
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
SELL
|
- |
-409- 0.87% |
$1.36K - $1.75K
|
46.4K
$210K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.24K+ 3.43% |
$14.1K - $18.2K
|
128K
$577K
|
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-31.6K- 27.39% |
$105K - $136K
|
83.9K
$379K
|
|
|
Jul 25, 2025
Q2 2025
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
98New |
$325 - $420
|
98
$443
|
|
|
Jul 25, 2025
Q2 2025
|
Concord Wealth Partners
|
BUY
|
- |
147+ 4.81% |
$488 - $631
|
3.2K
$14.5K
|
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-91.6K- 52.96% |
$304K - $393K
|
81.4K
$368K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
14.7KNew |
$48.8K - $63.1K
|
14.7K
$66.4K
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
183K+ 258.04% |
$608K - $785K
|
254K
$1.15M
|
|
|
Jul 24, 2025
Q2 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-454- 1.29% |
$1.51K - $1.95K
|
34.8K
$157K
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
22.2KNew |
$73.7K - $95.2K
|
22.2K
$100K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-755- 2.16% |
$2.51K - $3.24K
|
34.1K
$154K
|
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.77K+ 16.35% |
$5.88K - $7.6K
|
12.6K
$57K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-3.4K- 2.27% |
$11.3K - $14.6K
|
146K
$661K
|
|
|
Jul 24, 2025
Q2 2025
|
Pds Planning, Inc
|
BUY
|
- |
2.13K+ 3.69% |
$7.06K - $9.12K
|
59.7K
$270K
|
|
|
Jul 24, 2025
Q2 2025
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-133- 3.06% |
$442 - $571
|
4.21K
$19K
|
|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
623KNew |
$2.07M - $2.67M
|
623K
$2.82M
|
|
|
Jul 24, 2025
Q2 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-229K- 31.61% |
$760K - $982K
|
495K
$2.24M
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.68K- 2.09% |
$8.89K - $11.5K
|
125K
$566K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
7.79K+ 10.09% |
$25.9K - $33.4K
|
85K
$384K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
3.89K+ 12.36% |
$12.9K - $16.7K
|
35.3K
$160K
|
|
|
Jul 23, 2025
Q2 2025
|
Optas, LLC
|
SELL
|
- |
-213- 0.6% |
$707 - $914
|
35.4K
$160K
|
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
1.96K+ 0.24% |
$6.51K - $8.41K
|
833K
$3.77M
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.34K+ 5.88% |
$11.1K - $14.3K
|
60.2K
$272K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
17.7K+ 90.48% |
$58.8K - $76K
|
37.3K
$169K
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-255- 0.63% |
$847 - $1.09K
|
40.2K
$182K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
10.1KNew |
$33.4K - $43.2K
|
10.1K
$45.5K
|
|
|
Jul 21, 2025
Q2 2025
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
1KNew |
$3.32K - $4.29K
|
1K
$4.52K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-204K- 8.54% |
$678K - $876K
|
2.19M
$9.88M
|
|
|
Jul 21, 2025
Q2 2025
|
Ascent Group, LLC
|
BUY
|
- |
105+ 0.18% |
$349 - $450
|
59.2K
$268K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.94KNew |
$29.7K - $38.3K
|
8.94K
$40.4K
|
|
|
Jul 21, 2025
Q2 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-10.9K- 16.61% |
$36.1K - $46.6K
|
54.5K
$246K
|