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 06, 2025
Q1 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-4.28K- 16.95% |
$11K - $16.7K
|
21K
$88.9K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.38K- 3.45% |
$11.3K - $17.1K
|
123K
$520K
|
|
|
May 15, 2025
Q1 2025
|
Syon Capital LLC
San Francisco, CA |
SELL
|
- |
-4.61K- 3.21% |
$11.9K - $18K
|
139K
$590K
|
|
|
Apr 08, 2025
Q1 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-4.78K- 2.79% |
$12.3K - $18.7K
|
166K
$706K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-4.93K- 45.1% |
$12.7K - $19.2K
|
6.01K
$25.5K
|
|
|
Apr 30, 2025
Q1 2025
|
Diversify Wealth Management, LLC
Sandy, UT |
SELL
|
- |
-5.43K- 14.55% |
$14K - $21.2K
|
31.9K
$135K
|
|
|
May 09, 2025
Q1 2025
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-5.44K- 2.78% |
$14K - $21.2K
|
190K
$807K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-5.5K- 57.29% |
$14.2K - $21.5K
|
4.1K
$17.4K
|
|
|
May 01, 2025
Q1 2025
|
Bogart Wealth, LLC
|
SELL
|
- |
-5.55K- 97.51% |
$14.3K - $21.7K
|
142
$602
|
|
|
Apr 16, 2025
Q1 2025
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-5.67K- 10.44% |
$14.6K - $22.1K
|
48.6K
$206K
|
|
|
Apr 08, 2025
Q1 2025
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-5.9K- 2.94% |
$15.2K - $23K
|
195K
$827K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-6.35K- 11.94% |
$16.4K - $24.8K
|
46.8K
$198K
|
|
|
May 14, 2025
Q1 2025
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-6.6K- 12.95% |
$17K - $25.7K
|
44.3K
$188K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-7.27K- 11.64% |
$18.8K - $28.3K
|
55.2K
$234K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
SELL
|
- |
-7.36K- 99.99% |
$19K - $28.7K
|
1
$4.24
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-7.38K- 4.63% |
$19K - $28.8K
|
152K
$645K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-8.17K- 32.11% |
$21.1K - $31.8K
|
17.3K
$73.2K
|
|
|
Apr 29, 2025
Q1 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-8.22K- 0.69% |
$21.2K - $32.1K
|
1.18M
$5.02M
|
|
|
May 14, 2025
Q1 2025
|
Aspen Grove Capital, LLC
Avon, CO |
SELL
|
- |
-8.47K- 12.55% |
$21.9K - $33K
|
59K
$250K
|
|
|
May 12, 2025
Q1 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-8.72K- 10.94% |
$22.5K - $34K
|
71K
$301K
|
|
|
Apr 25, 2025
Q1 2025
|
Naviter Wealth, LLC
|
SELL
|
- |
-8.99K- 2.44% |
$23.2K - $35.1K
|
360K
$1.53M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.3KClosed |
$24K - $36.3K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-9.45K- 14.89% |
$24.4K - $36.9K
|
54K
$229K
|
|
|
May 14, 2025
Q1 2025
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-9.61K- 24.11% |
$24.8K - $37.5K
|
30.2K
$128K
|
|
|
Apr 18, 2025
Q1 2025
|
Five Oceans Advisors
|
SELL
|
- |
-9.81K- 15.19% |
$25.3K - $38.3K
|
54.8K
$232K
|
|
|
May 14, 2025
Q1 2025
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-9.98K- 18.41% |
$25.8K - $38.9K
|
44.2K
$188K
|
|
|
May 01, 2025
Q1 2025
|
Schechter Investment Advisors, LLC
Birmingham, MI |
SELL
|
- |
-10K- 19.42% |
$25.8K - $39K
|
41.5K
$176K
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-10.1K- 27.61% |
$25.9K - $39.2K
|
26.4K
$112K
|
|
|
Apr 11, 2025
Q1 2025
|
Impact Capital Partners LLC
Greenwood Village, CO |
SELL
|
- |
-10.1K- 41.31% |
$25.9K - $39.2K
|
14.3K
$60.6K
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-10.1K- 12.27% |
$26K - $39.2K
|
71.9K
$305K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-10.6K- 2.29% |
$27.3K - $41.3K
|
452K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-11K- 79.59% |
$28.3K - $42.8K
|
2.81K
$11.9K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-11.2K- 8.0% |
$28.9K - $43.7K
|
129K
$546K
|
|
|
May 14, 2025
Q1 2025
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-11.8K- 14.57% |
$30.3K - $45.9K
|
69K
$293K
|
|
|
Apr 11, 2025
Q1 2025
|
First Affirmative Financial Network
|
SELL
|
- |
-12.5K- 15.68% |
$32.1K - $48.6K
|
67K
$284K
|
|
|
May 05, 2025
Q1 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-13.6K- 8.0% |
$35.2K - $53.2K
|
157K
$665K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-13.9K- 4.53% |
$35.9K - $54.3K
|
294K
$1.24M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-14.6K- 14.41% |
$37.5K - $56.7K
|
86.4K
$366K
|
|
|
Apr 08, 2025
Q1 2025
|
Investors Research Corp
|
SELL
|
- |
-14.6K- 53.93% |
$37.8K - $57.1K
|
12.5K
$53K
|
|
|
May 14, 2025
Q1 2025
|
Group One Trading, L.P.
Chicago, IL |
SELL
|
- |
-15.7KClosed |
$40.5K - $61.3K
|
0
$0
|
|
|
Apr 14, 2025
Q1 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-17.3K- 40.13% |
$44.7K - $67.6K
|
25.9K
$110K
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-17.8K- 2.14% |
$45.9K - $69.3K
|
812K
$3.44M
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-18.9K- 3.93% |
$48.8K - $73.8K
|
463K
$1.96M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-20.4K- 13.73% |
$52.7K - $79.7K
|
128K
$544K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-21.5K- 25.8% |
$55.6K - $84K
|
62K
$263K
|
|
|
May 12, 2025
Q1 2025
|
Citigroup Inc
|
SELL
|
- |
-21.6K- 1.8% |
$55.7K - $84.1K
|
1.17M
$4.98M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-22.2K- 23.15% |
$57.3K - $86.5K
|
73.7K
$312K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-22.8K- 16.47% |
$58.8K - $88.9K
|
116K
$490K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-22.9K- 4.17% |
$59.1K - $89.3K
|
526K
$2.23M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-23.5K- 29.39% |
$60.6K - $91.6K
|
56.5K
$239K
|