Purchases and Sales Made in Q1 2025 in Lloyds Banking Group PLC (LYG)
This table provides information about the institutional ownership of Lloyds Banking Group PLC (LYG) during Q1 2025. The information is specifically focused on institutions that hold shares of Lloyds Banking Group plc.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
13.3KNew |
$34.3K - $51.9K
|
13.3K
$56.5K
|
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
12.6K+ 0.95% |
$32.5K - $49.2K
|
1.33M
$5.67M
|
|
|
Apr 28, 2025
Q1 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
12.6K+ 23.83% |
$32.5K - $49.1K
|
65.4K
$278K
|
|
|
May 14, 2025
Q1 2025
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
12.3KNew |
$31.8K - $48.1K
|
12.3K
$52.4K
|
|
|
Apr 28, 2025
Q1 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
12KNew |
$30.9K - $46.7K
|
12K
$50.8K
|
|
|
May 15, 2025
Q1 2025
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
11.8KNew |
$30.5K - $46.2K
|
11.8K
$50.3K
|
|
|
Apr 10, 2025
Q1 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
11.7K+ 3.42% |
$30.2K - $45.7K
|
355K
$1.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.6KNew |
$30K - $45.3K
|
11.6K
$49.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
11.6K+ 38.05% |
$29.9K - $45.2K
|
42K
$179K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
11.5K+ 4846.84% |
$29.6K - $44.8K
|
11.7K
$49.8K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
11.2KNew |
$29K - $43.9K
|
11.2K
$47.8K
|
|
|
May 01, 2025
Q1 2025
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
10.6KNew |
$27.5K - $41.5K
|
10.6K
$45.2K
|
|
|
May 01, 2025
Q1 2025
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
10.5K+ 5.0% |
$27.1K - $41K
|
221K
$938K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
10.4KNew |
$26.9K - $40.7K
|
10.4K
$44.3K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
BUY
|
- |
10.4KNew |
$26.9K - $40.6K
|
10.4K
$44.3K
|
|
|
May 15, 2025
Q1 2025
|
Squarepoint Ops LLC
New York, NY |
BUY
|
- |
10.3KNew |
$26.7K - $40.3K
|
10.3K
$43.9K
|
|
|
Apr 11, 2025
Q1 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
10.3K+ 15.44% |
$26.6K - $40.2K
|
77.2K
$328K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
10.3K+ 48.3% |
$26.5K - $40K
|
31.5K
$134K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
10.2KNew |
$26.3K - $39.8K
|
10.2K
$43.3K
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
10.1KNew |
$26K - $39.3K
|
10.1K
$42.9K
|
|
|
May 09, 2025
Q1 2025
|
Capital Performance Advisors LLP
|
BUY
|
- |
10KNew |
$25.8K - $39K
|
10K
$42.5K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
9.95K+ 13.2% |
$25.7K - $38.8K
|
85.3K
$363K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
9.63K+ 19.44% |
$24.8K - $37.5K
|
59.1K
$251K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
9.36K+ 8.16% |
$24.1K - $36.5K
|
124K
$527K
|
|
|
May 14, 2025
Q1 2025
|
Guggenheim Capital LLC
Chicago, IL |
BUY
|
- |
9.3K+ 45.35% |
$24K - $36.3K
|
29.8K
$127K
|
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
9.26K+ 9.85% |
$23.9K - $36.1K
|
103K
$439K
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
9.21K+ 41.37% |
$23.7K - $35.9K
|
31.5K
$134K
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
8.83K+ 5.66% |
$22.8K - $34.4K
|
165K
$701K
|
|
|
Apr 28, 2025
Q1 2025
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
8.76K+ 6.68% |
$22.6K - $34.2K
|
140K
$595K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
8.06K+ 69.96% |
$20.8K - $31.4K
|
19.6K
$83.2K
|
|
|
Apr 18, 2025
Q1 2025
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
7.89K+ 18.83% |
$20.3K - $30.8K
|
49.8K
$211K
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
7.85K+ 16.01% |
$20.2K - $30.6K
|
56.9K
$242K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
7.2K+ 10.57% |
$18.6K - $28.1K
|
75.4K
$320K
|
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
6.86K+ 58.38% |
$17.7K - $26.7K
|
18.6K
$79K
|
|
|
Apr 28, 2025
Q1 2025
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.39K+ 9.23% |
$16.5K - $24.9K
|
75.7K
$322K
|
|
|
Apr 29, 2025
Q1 2025
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
6.26KNew |
$16.2K - $24.4K
|
6.26K
$26.6K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.09K+ 9.41% |
$15.7K - $23.7K
|
70.8K
$301K
|
|
|
May 14, 2025
Q1 2025
|
Ieq Capital, LLC
|
BUY
|
- |
6.03K+ 6.49% |
$15.6K - $23.5K
|
99K
$421K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
6.03K+ 8.0% |
$15.6K - $23.5K
|
81.4K
$346K
|
|
|
Apr 10, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
6K+ 6.82% |
$15.5K - $23.4K
|
94.1K
$400K
|
|
|
Apr 24, 2025
Q1 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
5.58K+ 4.73% |
$14.4K - $21.7K
|
123K
$525K
|
|
|
Apr 28, 2025
Q1 2025
|
Keybank National Association
|
BUY
|
- |
5.54K+ 30.67% |
$14.3K - $21.6K
|
23.6K
$100K
|
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
5.42K+ 25.06% |
$14K - $21.1K
|
27K
$115K
|
|
|
May 14, 2025
Q1 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
5.38K+ 19.98% |
$13.9K - $21K
|
32.3K
$137K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
5.15K+ 4.2% |
$13.3K - $20.1K
|
128K
$543K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
4.99K+ 140.13% |
$12.9K - $19.4K
|
8.54K
$36.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.9K+ 4.46% |
$12.6K - $19.1K
|
115K
$487K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
4.85K+ 19.53% |
$12.5K - $18.9K
|
29.7K
$126K
|
|
|
May 13, 2025
Q1 2025
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
BUY
|
- |
4.83KNew |
$12.4K - $18.8K
|
4.83K
$20.5K
|
|
|
May 09, 2025
Q1 2025
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
4.8K+ 6.22% |
$12.4K - $18.7K
|
81.9K
$348K
|