Latest Institutional Purchases of Lloyds Banking Group PLC (LYG)
This list provides information on the latest institutional transactions involving Lloyds Banking Group PLC (LYG) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2023
Q3 2023
|
Newport Capital Group, LLC
|
BUY
|
- |
13.6KNew |
$27.1K - $32.4K
|
13.6K
$56.5K
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
10.5KNew |
$21.1K - $25.2K
|
10.5K
$44K
|
|
|
Nov 02, 2023
Q3 2023
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
4.66K+ 6.86% |
$9.31K - $11.1K
|
72.5K
$302K
|
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
3.76K+ 1.53% |
$7.53K - $9K
|
249K
$1.04M
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
800New |
$1.6K - $1.91K
|
800
$3.34K
|
|
|
Nov 06, 2023
Q3 2023
|
Hbc Financial Services, Pllc
|
BUY
|
- |
500New |
$1K - $1.2K
|
500
$2.09K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
142New |
$284 - $339
|
142
$592
|
|
| Q2 2023 | |||||||
|
Aug 11, 2023
Q2 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
999K+ 30.42% |
$2.09M - $2.46M
|
4.28M
$17.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
BUY
|
- |
52.1K+ 63.8% |
$109K - $128K
|
134K
$558K
|
|
|
Aug 02, 2023
Q2 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
17.7KNew |
$36.9K - $43.5K
|
17.7K
$73.7K
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
10.9KNew |
$22.8K - $26.9K
|
10.9K
$45.5K
|
|
|
Jul 24, 2023
Q2 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
10KNew |
$20.9K - $24.6K
|
10K
$41.7K
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
8.16K+ 31.28% |
$17.1K - $20.1K
|
34.3K
$143K
|
|
|
Aug 14, 2023
Q2 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
6.83K+ 26.46% |
$14.3K - $16.8K
|
32.6K
$136K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
5.31KNew |
$11.1K - $13.1K
|
5.31K
$22.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
BUY
|
- |
3.19K+ 21.1% |
$6.67K - $7.85K
|
18.3K
$76.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
3.04K+ 30.39% |
$6.35K - $7.48K
|
13K
$54.4K
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
2.64KNew |
$5.51K - $6.49K
|
2.64K
$11K
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
2.6KNew |
$5.44K - $6.41K
|
2.6K
$10.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
618+ 2.0% |
$1.29K - $1.52K
|
31.5K
$131K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
498New |
$1.04K - $1.23K
|
498
$2.08K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
44New |
$92 - $108
|
44
$183
|
|
|
Sep 26, 2023
Q2 2023
|
Intrepid Capital Management Inc
Jacksonville Beach, FL |
BUY
|
- |
34New |
$71.1 - $83.6
|
34
$142
|
|
|
Aug 14, 2023
Q2 2023
|
Zacks Investment Management
Chicago, IL |
BUY
|
- |
10+ 0.07% |
$20.9 - $24.6
|
13.9K
$58K
|
|
| Q1 2023 | |||||||
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
30.1KNew |
$65.6K - $78.2K
|
30.1K
$125K
|
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
14.4KNew |
$31.4K - $37.4K
|
14.4K
$60K
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
10.2KNew |
$22.3K - $26.6K
|
10.2K
$42.7K
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
10KNew |
$21.8K - $26K
|
10K
$41.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
4.68K+ 23.6% |
$10.2K - $12.2K
|
24.5K
$102K
|
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
4.61KNew |
$10K - $12K
|
4.61K
$19.2K
|
|
|
May 02, 2023
Q1 2023
|
Schubert & CO
|
BUY
|
- |
1.24K+ 417.57% |
$2.69K - $3.21K
|
1.53K
$6.39K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
599New |
$1.31K - $1.56K
|
599
$2.5K
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
499+ 3.99% |
$1.09K - $1.3K
|
13K
$54.2K
|
|
|
May 15, 2023
Q1 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
415New |
$905 - $1.08K
|
415
$1.73K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
168New |
$366 - $437
|
168
$701
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
656KNew |
$1.13M - $1.5M
|
656K
$2.74M
|
|
|
Feb 14, 2023
Q4 2022
|
Zeke Capital Advisors, LLC
Berwyn, PA |
BUY
|
- |
188KNew |
$323K - $429K
|
188K
$784K
|
|
|
Feb 09, 2023
Q4 2022
|
Xy Capital LTD
Central, K3 |
BUY
|
- |
139KNew |
$239K - $317K
|
139K
$580K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
32.7K+ 128.69% |
$56.2K - $74.5K
|
58.1K
$242K
|
|
|
Jan 27, 2023
Q4 2022
|
Tanager Wealth Management LLP
|
BUY
|
- |
27.6KNew |
$47.4K - $62.9K
|
27.6K
$115K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
26KNew |
$44.8K - $59.3K
|
26K
$109K
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
21.7K+ 40.36% |
$37.4K - $49.6K
|
75.6K
$315K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
15.2KNew |
$26.1K - $34.6K
|
15.2K
$63.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
15KNew |
$25.8K - $34.2K
|
15K
$62.6K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
12.6KNew |
$21.6K - $28.7K
|
12.6K
$52.5K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
11.4KNew |
$19.6K - $26K
|
11.4K
$47.5K
|
|
|
Feb 06, 2023
Q4 2022
|
Blue Investment Partners LLC
Alamo, CA |
BUY
|
- |
10.5KNew |
$18K - $23.9K
|
10.5K
$43.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
10.4KNew |
$17.8K - $23.6K
|
10.4K
$43.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
6K+ 37.5% |
$10.3K - $13.7K
|
22K
$91.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
668New |
$1.15K - $1.52K
|
668
$2.79K
|
|