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 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
BUY
|
- |
2.21K+ 3.93% |
$7.32K - $9.46K
|
58.3K
$264K
|
|
Jul 07, 2025
Q2 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-5.88K- 3.75% |
$19.5K - $25.2K
|
151K
$682K
|
|
Jul 02, 2025
Q2 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-5.79K- 16.01% |
$19.2K - $24.8K
|
30.4K
$137K
|
|
Q1 2025 | |||||||
Sep 15, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
SELL
|
- |
-310K- 18.64% |
$799K - $1.21M
|
1.35M
$6.11M
|
|
Aug 26, 2025
Q1 2025
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
60.1KNew |
$155K - $234K
|
60.1K
$272K
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1.54KNew |
$3.97K - $6K
|
1.54K
$6.96K
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.85K+ 37.37% |
$9.93K - $15K
|
14.1K
$63.9K
|
|
May 15, 2025
Q1 2025
|
State Street Corp
Boston, MA |
BUY
|
- |
370+ 0.64% |
$955 - $1.44K
|
58.1K
$263K
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
253New |
$653 - $987
|
253
$1.14K
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
83.3K+ 9.77% |
$215K - $325K
|
936K
$4.23M
|
|
May 15, 2025
Q1 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
46.4KNew |
$120K - $181K
|
46.4K
$210K
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-7.27K- 11.64% |
$18.8K - $28.3K
|
55.2K
$249K
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
4.49K+ 61.26% |
$11.6K - $17.5K
|
11.8K
$53.5K
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-18.9K- 3.93% |
$48.8K - $73.8K
|
463K
$2.09M
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-7.36K- 99.99% |
$19K - $28.7K
|
1
$4.52
|
|
May 15, 2025
Q1 2025
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
15.2KNew |
$39.2K - $59.3K
|
15.2K
$68.7K
|
|
May 15, 2025
Q1 2025
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
4.12K+ 3.84% |
$10.6K - $16.1K
|
111K
$504K
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.1KNew |
$26K - $39.3K
|
10.1K
$45.6K
|
|
May 15, 2025
Q1 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
24.2KNew |
$62.4K - $94.4K
|
24.2K
$109K
|
|
May 15, 2025
Q1 2025
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
BUY
|
- |
97.8K+ 97.09% |
$252K - $381K
|
199K
$897K
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-5.5K- 57.29% |
$14.2K - $21.5K
|
4.1K
$18.5K
|
|
May 15, 2025
Q1 2025
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
675New |
$1.74K - $2.63K
|
675
$3.05K
|
|
May 14, 2025
Q1 2025
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
BUY
|
- |
43.3K+ 20.36% |
$112K - $169K
|
256K
$1.16M
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-9.61K- 24.11% |
$24.8K - $37.5K
|
30.2K
$137K
|
|
May 14, 2025
Q1 2025
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-106- 0.25% |
$273 - $413
|
43.1K
$195K
|
|
May 14, 2025
Q1 2025
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
902KNew |
$2.33M - $3.52M
|
902K
$4.08M
|
|
May 14, 2025
Q1 2025
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
23.9KNew |
$61.7K - $93.2K
|
23.9K
$108K
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
12.3KNew |
$31.8K - $48.1K
|
12.3K
$55.8K
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
670K+ 5.4% |
$1.73M - $2.61M
|
13.1M
$59.1M
|
|
May 14, 2025
Q1 2025
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
2.38KNew |
$6.15K - $9.3K
|
2.38K
$10.8K
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-595- 2.5% |
$1.54K - $2.32K
|
23.2K
$105K
|
|
May 14, 2025
Q1 2025
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
1.39KNew |
$3.58K - $5.41K
|
1.39K
$6.27K
|
|
May 13, 2025
Q1 2025
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-6.68M- 9.19% |
$17.2M - $26.1M
|
66.1M
$299M
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
4.83KNew |
$12.4K - $18.8K
|
4.83K
$21.8K
|
|
May 13, 2025
Q1 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
204+ 1.76% |
$526 - $796
|
11.8K
$53.2K
|
|
May 13, 2025
Q1 2025
|
Papamarkou Wellner Asset Management Inc.
New York, NY |
BUY
|
- |
41.2K+ 66.83% |
$106K - $161K
|
103K
$465K
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.46K- 6.19% |
$6.35K - $9.6K
|
37.3K
$169K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.91M- 82.67% |
$4.93M - $7.45M
|
400K
$1.81M
|
|
May 12, 2025
Q1 2025
|
Founders Financial Securities LLC
|
BUY
|
- |
1.47K+ 12.99% |
$3.79K - $5.73K
|
12.8K
$57.8K
|
|
May 12, 2025
Q1 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
19.6KNew |
$50.7K - $76.6K
|
19.6K
$88.7K
|
|
May 12, 2025
Q1 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
BUY
|
- |
156K+ 59.11% |
$403K - $609K
|
420K
$1.9M
|
|
May 08, 2025
Q1 2025
|
Brentview Investment Management LLC
Northfield, IL |
BUY
|
- |
15.5K+ 137.11% |
$39.9K - $60.3K
|
26.7K
$121K
|
|
May 07, 2025
Q1 2025
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-26.2K- 23.28% |
$67.5K - $102K
|
86.2K
$389K
|
|
May 07, 2025
Q1 2025
|
Norden Group LLC
Provo, UT |
BUY
|
- |
254+ 0.32% |
$655 - $991
|
79.7K
$360K
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
3.83K+ 2.97% |
$9.88K - $14.9K
|
133K
$600K
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.26K- 6.9% |
$5.82K - $8.8K
|
30.4K
$138K
|
|
May 05, 2025
Q1 2025
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-578K- 57.02% |
$1.49M - $2.25M
|
435K
$1.97M
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-217- 8.69% |
$560 - $846
|
2.28K
$10.3K
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
BUY
|
- |
3.87K+ 17.08% |
$9.97K - $15.1K
|
26.5K
$120K
|
|
May 02, 2025
Q1 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
329New |
$849 - $1.28K
|
329
$1.49K
|