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 |
|---|---|---|---|---|---|---|---|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
2.76K+ 27.15% |
$7.12K - $10.8K
|
12.9K
$54.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.9K+ 4.46% |
$12.6K - $19.1K
|
115K
$487K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-8.99K- 2.44% |
$23.2K - $35.1K
|
360K
$1.53M
|
|
|
Apr 25, 2025
Q1 2025
|
Henry James International Management Inc.
|
BUY
|
- |
3.39K+ 0.37% |
$8.76K - $13.2K
|
909K
$3.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.93K- 16.09% |
$4.97K - $7.52K
|
10.1K
$42.7K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
911New |
$2.35K - $3.55K
|
911
$3.87K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.58K+ 4.73% |
$14.4K - $21.7K
|
123K
$525K
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
1.47K+ 6.78% |
$3.79K - $5.73K
|
23.1K
$98.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-60- 6.98% |
$155 - $234
|
800
$3.4K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
488+ 9.49% |
$1.26K - $1.9K
|
5.63K
$23.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
BUY
|
- |
2.65KNew |
$6.83K - $10.3K
|
2.65K
$11.3K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.2K+ 10.57% |
$18.6K - $28.1K
|
75.4K
$320K
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
14.2K+ 32.63% |
$36.6K - $55.3K
|
57.6K
$245K
|
|
|
Apr 22, 2025
Q1 2025
|
Tt Capital Management LLC
Coto De Caza, CA |
SELL
|
- |
-2.5K- 8.48% |
$6.45K - $9.75K
|
27K
$115K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.38K- 3.45% |
$11.3K - $17.1K
|
123K
$521K
|
|
|
Apr 22, 2025
Q1 2025
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
42+ 0.98% |
$108 - $164
|
4.34K
$18.5K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
17.7KNew |
$45.7K - $69.1K
|
17.7K
$75.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
34.4K+ 3.47% |
$88.7K - $134K
|
1.03M
$4.36M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-22.2K- 23.15% |
$57.3K - $86.5K
|
73.7K
$313K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
370+ 2.74% |
$955 - $1.44K
|
13.9K
$59K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-188K- 52.04% |
$484K - $732K
|
173K
$735K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
18.2K+ 13.88% |
$47.1K - $71.1K
|
150K
$636K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
10.4KNew |
$26.9K - $40.7K
|
10.4K
$44.3K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-9.81K- 15.19% |
$25.3K - $38.3K
|
54.8K
$233K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
7.89K+ 18.83% |
$20.3K - $30.8K
|
49.8K
$211K
|
|
|
Apr 17, 2025
Q1 2025
|
Good Life Advisors, LLC
|
BUY
|
- |
18KNew |
$46.3K - $70K
|
18K
$76.3K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-1.25K- 3.39% |
$3.23K - $4.88K
|
35.7K
$152K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
566+ 3.63% |
$1.46K - $2.21K
|
16.2K
$68.7K
|
|
|
Apr 17, 2025
Q1 2025
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
640+ 3.15% |
$1.65K - $2.5K
|
20.9K
$89K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
44.6KNew |
$115K - $174K
|
44.6K
$190K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-307- 2.16% |
$792 - $1.2K
|
13.9K
$59K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
240+ 2.27% |
$619 - $936
|
10.8K
$46.1K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.85K+ 19.53% |
$12.5K - $18.9K
|
29.7K
$126K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.23K- 2.65% |
$10.9K - $16.5K
|
155K
$660K
|
|
|
Apr 16, 2025
Q1 2025
|
Defined Wealth Management, LLC
|
BUY
|
- |
4.53K+ 35.34% |
$11.7K - $17.7K
|
17.3K
$73.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
3.08K+ 26.78% |
$7.95K - $12K
|
14.6K
$62K
|
|
|
Apr 16, 2025
Q1 2025
|
Ritholtz Wealth Management
|
SELL
|
- |
-61.4K- 4.92% |
$158K - $239K
|
1.19M
$5.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
527+ 4.78% |
$1.36K - $2.06K
|
11.6K
$49.1K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-113- 0.43% |
$292 - $441
|
26K
$110K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
849New |
$2.19K - $3.31K
|
849
$3.61K
|
|
|
Apr 15, 2025
Q1 2025
|
Simon Quick Advisors, LLC
|
BUY
|
- |
262+ 2.07% |
$676 - $1.02K
|
12.9K
$55K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.44KNew |
$3.72K - $5.62K
|
1.44K
$6.12K
|
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
101New |
$261 - $394
|
101
$429
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
9.26K+ 9.85% |
$23.9K - $36.1K
|
103K
$439K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
11.6K+ 38.05% |
$29.9K - $45.2K
|
42K
$179K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-12.5K- 15.68% |
$32.1K - $48.6K
|
67K
$285K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-799- 0.87% |
$2.06K - $3.12K
|
90.6K
$385K
|
|
|
Apr 10, 2025
Q1 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
3.15K+ 17.66% |
$8.13K - $12.3K
|
21K
$89.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
2.41K+ 6.33% |
$6.22K - $9.4K
|
40.5K
$172K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.54K+ 117833.33% |
$9.12K - $13.8K
|
3.54K
$15K
|