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 |
|---|---|---|---|---|---|---|---|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-17- 0.15% |
$43.9 - $66.3
|
11.3K
$48.2K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-45- 22.39% |
$116 - $176
|
156
$663
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-60- 6.98% |
$155 - $234
|
800
$3.4K
|
|
|
May 14, 2025
Q1 2025
|
Decatur Capital Management, Inc.
Decatur, GA |
SELL
|
- |
-106- 0.25% |
$273 - $413
|
43.1K
$183K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-112- 1.1% |
$289 - $437
|
10K
$42.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-113- 0.43% |
$292 - $441
|
26K
$110K
|
|
|
Apr 08, 2025
Q1 2025
|
Cerro Pacific Wealth Advisors LLC
|
SELL
|
- |
-131- 0.98% |
$338 - $511
|
13.3K
$56.5K
|
|
|
Apr 28, 2025
Q1 2025
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-131- 0.37% |
$338 - $511
|
35.3K
$150K
|
|
|
May 05, 2025
Q1 2025
|
Gw&K Investment Management, LLC
Boston, MA |
SELL
|
- |
-217- 8.69% |
$560 - $846
|
2.28K
$9.69K
|
|
|
Apr 17, 2025
Q1 2025
|
Trust Point Inc.
La Crosse, WI |
SELL
|
- |
-240- 1.02% |
$619 - $936
|
23.4K
$99.4K
|
|
|
Apr 08, 2025
Q1 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
SELL
|
- |
-294- 0.72% |
$759 - $1.15K
|
40.4K
$172K
|
|
|
Apr 17, 2025
Q1 2025
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-307- 2.16% |
$792 - $1.2K
|
13.9K
$59K
|
|
|
May 01, 2025
Q1 2025
|
Platform Technology Partners
|
SELL
|
- |
-400- 1.12% |
$1.03K - $1.56K
|
35.5K
$151K
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-444- 1.53% |
$1.15K - $1.73K
|
28.6K
$121K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-519- 0.17% |
$1.34K - $2.02K
|
300K
$1.28M
|
|
|
May 14, 2025
Q1 2025
|
Ellevest, Inc.
|
SELL
|
- |
-523- 0.22% |
$1.35K - $2.04K
|
233K
$990K
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-538- 0.36% |
$1.39K - $2.1K
|
150K
$637K
|
|
|
May 14, 2025
Q1 2025
|
Epoch Investment Partners, Inc.
New York, NY |
SELL
|
- |
-579- 3.48% |
$1.49K - $2.26K
|
16.1K
$68.3K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-595- 2.5% |
$1.54K - $2.32K
|
23.2K
$98.4K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-695- 5.72% |
$1.79K - $2.71K
|
11.5K
$48.7K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-703- 1.97% |
$1.81K - $2.74K
|
35K
$149K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-799- 0.87% |
$2.06K - $3.12K
|
90.6K
$385K
|
|
|
Apr 14, 2025
Q1 2025
|
Wedmont Private Capital
|
SELL
|
- |
-838- 2.74% |
$2.16K - $3.27K
|
29.8K
$127K
|
|
|
May 02, 2025
Q1 2025
|
Concord Wealth Partners
|
SELL
|
- |
-997- 24.6% |
$2.57K - $3.89K
|
3.06K
$13K
|
|
|
May 15, 2025
Q1 2025
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1.07K- 0.85% |
$2.76K - $4.17K
|
125K
$530K
|
|
|
Apr 29, 2025
Q1 2025
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.09K- 1.67% |
$2.8K - $4.24K
|
64.1K
$272K
|
|
|
Apr 30, 2025
Q1 2025
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-1.17K- 3.16% |
$3.01K - $4.55K
|
35.7K
$152K
|
|
|
Apr 17, 2025
Q1 2025
|
Optas, LLC
|
SELL
|
- |
-1.25K- 3.39% |
$3.23K - $4.88K
|
35.7K
$152K
|
|
|
May 02, 2025
Q1 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-1.35K- 4.79% |
$3.49K - $5.28K
|
26.9K
$114K
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.93K- 16.09% |
$4.97K - $7.52K
|
10.1K
$42.7K
|
|
|
May 06, 2025
Q1 2025
|
Drive Wealth Management, LLC
Lehi, UT |
SELL
|
- |
-1.99K- 4.91% |
$5.13K - $7.75K
|
38.5K
$163K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-2K- 50.0% |
$5.16K - $7.8K
|
2K
$8.5K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.09K- 11.09% |
$5.39K - $8.15K
|
16.8K
$71.2K
|
|
|
May 05, 2025
Q1 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.26K- 6.9% |
$5.82K - $8.8K
|
30.4K
$129K
|
|
|
May 12, 2025
Q1 2025
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-2.46K- 6.19% |
$6.35K - $9.6K
|
37.3K
$158K
|
|
|
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 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-2.84K- 99.93% |
$7.32K - $11.1K
|
2
$8.5
|
|
|
Apr 22, 2025
Q1 2025
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
SELL
|
- |
-2.92K- 10.84% |
$7.52K - $11.4K
|
24K
$102K
|
|
|
Apr 24, 2025
Q1 2025
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-2.96K- 7.05% |
$7.62K - $11.5K
|
39K
$166K
|
|
|
May 09, 2025
Q1 2025
|
Natural Investments, LLC
|
SELL
|
- |
-3.05K- 6.24% |
$7.87K - $11.9K
|
45.8K
$195K
|
|
|
May 12, 2025
Q1 2025
|
Independent Advisor Alliance
|
SELL
|
- |
-3.09K- 4.11% |
$7.96K - $12K
|
72K
$306K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-3.22K- 17.65% |
$8.29K - $12.5K
|
15K
$63.8K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.24K- 6.61% |
$8.35K - $12.6K
|
45.7K
$194K
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.43K- 3.6% |
$8.86K - $13.4K
|
91.8K
$390K
|
|
|
May 13, 2025
Q1 2025
|
Great Diamond Partners, LLC
|
SELL
|
- |
-3.48K- 15.55% |
$8.97K - $13.6K
|
18.9K
$80.3K
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-3.53K- 5.99% |
$9.11K - $13.8K
|
55.4K
$235K
|
|
|
May 07, 2025
Q1 2025
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-3.97K- 19.95% |
$10.2K - $15.5K
|
15.9K
$67.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Ativo Capital Management LLC
Chicago, IL |
SELL
|
- |
-4.22K- 1.69% |
$10.9K - $16.5K
|
245K
$1.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-4.23K- 2.65% |
$10.9K - $16.5K
|
155K
$660K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.23K- 94.7% |
$10.9K - $16.5K
|
237
$1.01K
|