Purchases and Sales Made in Q2 2025 in Lloyds Banking Group PLC (LYG)
This table provides information about the institutional ownership of Lloyds Banking Group PLC (LYG) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2025
Q2 2025
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
623KNew |
$2.07M - $2.67M
|
623K
$2.62M
|
|
|
Jul 30, 2025
Q2 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
533KNew |
$1.77M - $2.28M
|
533K
$2.24M
|
|
|
Jul 16, 2025
Q2 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
200K+ 40.0% |
$664K - $858K
|
700K
$2.95M
|
|
|
Jul 24, 2025
Q2 2025
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
183K+ 258.04% |
$608K - $785K
|
254K
$1.07M
|
|
|
Jul 14, 2025
Q2 2025
|
Revisor Wealth Management LLC
Akron, OH |
BUY
|
- |
123K+ 1025.78% |
$407K - $526K
|
135K
$567K
|
|
|
Jul 18, 2025
Q2 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
105K+ 430.18% |
$350K - $452K
|
130K
$547K
|
|
|
Jul 25, 2025
Q2 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
71.1K+ 10.11% |
$236K - $305K
|
774K
$3.26M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
65.6K+ 112.21% |
$218K - $281K
|
124K
$522K
|
|
|
Jul 09, 2025
Q2 2025
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
62.7K+ 81.32% |
$208K - $269K
|
140K
$589K
|
|
|
Jul 15, 2025
Q2 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
42.1KNew |
$140K - $181K
|
42.1K
$177K
|
|
|
Jul 14, 2025
Q2 2025
|
Chicago Trust CO Na
|
BUY
|
- |
42KNew |
$139K - $180K
|
42K
$177K
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
29.6K+ 8.35% |
$98.3K - $127K
|
384K
$1.62M
|
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
29.5K+ 50.59% |
$97.8K - $126K
|
87.7K
$369K
|
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
22.2KNew |
$73.7K - $95.2K
|
22.2K
$93.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
19K+ 5.28% |
$63.1K - $81.5K
|
379K
$1.6M
|
|
|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
BUY
|
- |
18.1KNew |
$60K - $77.6K
|
18.1K
$76.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
17.7K+ 90.48% |
$58.8K - $76K
|
37.3K
$157K
|
|
|
Jul 11, 2025
Q2 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
16KNew |
$53.1K - $68.6K
|
16K
$67.3K
|
|
|
Jul 16, 2025
Q2 2025
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
14.8KNew |
$49.3K - $63.7K
|
14.8K
$62.5K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
14.7KNew |
$48.8K - $63.1K
|
14.7K
$61.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
14.7KNew |
$48.8K - $63K
|
14.7K
$61.9K
|
|
|
Jul 25, 2025
Q2 2025
|
Yousif Capital Management, LLC
|
BUY
|
- |
14.2K+ 7.52% |
$47.2K - $60.9K
|
203K
$855K
|
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
13.9K+ 24.09% |
$46K - $59.5K
|
71.4K
$301K
|
|
|
Jul 09, 2025
Q2 2025
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
13.2KNew |
$43.8K - $56.6K
|
13.2K
$55.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Foster Group, Inc.
|
BUY
|
- |
13KNew |
$43K - $55.6K
|
13K
$54.6K
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
10.2K+ 54.68% |
$33.9K - $43.8K
|
28.9K
$122K
|
|
|
Jul 21, 2025
Q2 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
10.1KNew |
$33.4K - $43.2K
|
10.1K
$42.4K
|
|
|
Jul 16, 2025
Q2 2025
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
10.1KNew |
$33.4K - $43.2K
|
10.1K
$42.4K
|
|
|
Jul 28, 2025
Q2 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
10K+ 22.41% |
$33.2K - $42.9K
|
54.6K
$230K
|
|
|
Jul 17, 2025
Q2 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
9.86K+ 10836.26% |
$32.7K - $42.3K
|
9.95K
$41.9K
|
|
|
Jul 30, 2025
Q2 2025
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
9.06K+ 59.72% |
$30.1K - $38.9K
|
24.2K
$102K
|
|
|
Jul 30, 2025
Q2 2025
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
9.02K+ 22.32% |
$29.9K - $38.7K
|
49.4K
$208K
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
8.94KNew |
$29.7K - $38.3K
|
8.94K
$37.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
8.86K+ 45.54% |
$29.4K - $38K
|
28.3K
$119K
|
|
|
Jul 15, 2025
Q2 2025
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
8.63K+ 5.36% |
$28.6K - $37K
|
170K
$714K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
8.28KNew |
$27.5K - $35.5K
|
8.28K
$34.9K
|
|
|
Jul 24, 2025
Q2 2025
|
Natural Investments, LLC
|
BUY
|
- |
8.08K+ 17.63% |
$26.8K - $34.7K
|
53.9K
$227K
|
|
|
Jul 23, 2025
Q2 2025
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
BUY
|
- |
7.79K+ 10.09% |
$25.9K - $33.4K
|
85K
$358K
|
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
7.68K+ 5.05% |
$25.5K - $33K
|
160K
$673K
|
|
|
Jul 17, 2025
Q2 2025
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
6.79KNew |
$22.5K - $29.1K
|
6.79K
$28.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
6.31K+ 8.37% |
$21K - $27.1K
|
81.7K
$344K
|
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
5.48K+ 12.39% |
$18.2K - $23.5K
|
49.7K
$209K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.01K+ 4.09% |
$16.6K - $21.5K
|
128K
$537K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
4.95K+ 27.94% |
$16.4K - $21.2K
|
22.7K
$95.4K
|
|
|
Jul 25, 2025
Q2 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
4.24K+ 3.43% |
$14.1K - $18.2K
|
128K
$537K
|
|
|
Jul 23, 2025
Q2 2025
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
3.89K+ 12.36% |
$12.9K - $16.7K
|
35.3K
$149K
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.82K+ 8.35% |
$12.7K - $16.4K
|
49.5K
$208K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.65K+ 44.9% |
$12.1K - $15.6K
|
11.8K
$49.5K
|
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
3.34K+ 5.88% |
$11.1K - $14.3K
|
60.2K
$254K
|
|
|
Jul 10, 2025
Q2 2025
|
Moody National Bank Trust Division
|
BUY
|
- |
3.16K+ 28.11% |
$10.5K - $13.6K
|
14.4K
$60.6K
|