Purchases and Sales Made in Q3 2025 in Lloyds Banking Group PLC (LYG)
This table provides information about the institutional ownership of Lloyds Banking Group PLC (LYG) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2025
Q3 2025
|
Assetmark, Inc
|
BUY
|
- |
727K+ 35.85% |
$2.93M - $3.37M
|
2.76M
$13.3M
|
|
|
Oct 28, 2025
Q3 2025
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
230K+ 32.86% |
$927K - $1.06M
|
930K
$4.47M
|
|
|
Nov 04, 2025
Q3 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
172K+ 311.56% |
$695K - $798K
|
228K
$1.1M
|
|
|
Oct 29, 2025
Q3 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
169KNew |
$683K - $784K
|
169K
$815K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
113KNew |
$455K - $523K
|
113K
$543K
|
|
|
Oct 17, 2025
Q3 2025
|
Ethic Inc.
New York, NY |
BUY
|
- |
109K+ 8.26% |
$438K - $503K
|
1.42M
$6.84M
|
|
|
Nov 06, 2025
Q3 2025
|
Abc Arbitrage Sa
Paris, I0 |
BUY
|
- |
100K+ 25.23% |
$404K - $464K
|
498K
$2.39M
|
|
|
Oct 31, 2025
Q3 2025
|
Cibc Asset Management Inc
Toronto, A6 |
BUY
|
- |
71.1K+ 115.5% |
$286K - $329K
|
133K
$638K
|
|
|
Oct 31, 2025
Q3 2025
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
48.6K+ 6.28% |
$196K - $225K
|
823K
$3.96M
|
|
|
Oct 28, 2025
Q3 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
37.5K+ 4.02% |
$151K - $173K
|
970K
$4.66M
|
|
|
Nov 05, 2025
Q3 2025
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
35.4K+ 5.13% |
$143K - $164K
|
725K
$3.49M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
31.1K+ 152.74% |
$125K - $144K
|
51.4K
$247K
|
|
|
Nov 06, 2025
Q3 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
28.5K+ 11.98% |
$115K - $132K
|
266K
$1.28M
|
|
|
Oct 28, 2025
Q3 2025
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
28.1KNew |
$113K - $130K
|
28.1K
$135K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
27.6K+ 22.23% |
$111K - $128K
|
152K
$729K
|
|
|
Nov 04, 2025
Q3 2025
|
Savant Capital, LLC
|
BUY
|
- |
26.3K+ 36.62% |
$106K - $122K
|
98.3K
$473K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
26.1K+ 221.76% |
$105K - $121K
|
37.9K
$182K
|
|
|
Nov 03, 2025
Q3 2025
|
New York State Common Retirement Fund
|
BUY
|
- |
25.8KNew |
$104K - $120K
|
25.8K
$124K
|
|
|
Oct 31, 2025
Q3 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
25.2K+ 178.8% |
$101K - $117K
|
39.3K
$189K
|
|
|
Oct 15, 2025
Q3 2025
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
23.1K+ 58.23% |
$93.1K - $107K
|
62.8K
$302K
|
|
|
Nov 04, 2025
Q3 2025
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
19.3KNew |
$77.9K - $89.5K
|
19.3K
$92.9K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
18.5KNew |
$74.5K - $85.6K
|
18.5K
$88.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
18.1KNew |
$73.1K - $83.9K
|
18.1K
$87.2K
|
|
|
Nov 05, 2025
Q3 2025
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
17.8K+ 28.78% |
$71.9K - $82.6K
|
79.9K
$384K
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
17.3K+ 4.51% |
$69.9K - $80.3K
|
402K
$1.93M
|
|
|
Nov 04, 2025
Q3 2025
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
17.1K+ 72.17% |
$68.8K - $79K
|
40.7K
$196K
|
|
|
Nov 03, 2025
Q3 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
16.5K+ 27.35% |
$66.4K - $76.2K
|
76.7K
$369K
|
|
|
Oct 30, 2025
Q3 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
15.6KNew |
$62.8K - $72.1K
|
15.6K
$74.9K
|
|
|
Oct 28, 2025
Q3 2025
|
Copperleaf Capital, LLC
Raleigh, NC |
BUY
|
- |
14.6K+ 39.43% |
$58.9K - $67.6K
|
51.6K
$248K
|
|
|
Nov 03, 2025
Q3 2025
|
Truist Financial Corp
|
BUY
|
- |
13.2K+ 4.71% |
$53K - $60.9K
|
292K
$1.41M
|
|
|
Oct 29, 2025
Q3 2025
|
Inspire Advisors, LLC
Meridian, ID |
BUY
|
- |
13K+ 81.61% |
$52.5K - $60.3K
|
29K
$139K
|
|
|
Nov 04, 2025
Q3 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
12.9KNew |
$51.9K - $59.7K
|
12.9K
$62K
|
|
|
Oct 09, 2025
Q3 2025
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
12.8K+ 5.3% |
$51.4K - $59.1K
|
254K
$1.22M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
12.6K+ 25.06% |
$50.8K - $58.4K
|
62.9K
$303K
|
|
|
Nov 06, 2025
Q3 2025
|
Wedbush Securities Inc
|
BUY
|
- |
12.3KNew |
$49.8K - $57.2K
|
12.3K
$59.4K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
12.3K+ 65.5% |
$49.6K - $56.9K
|
31.1K
$149K
|
|
|
Oct 21, 2025
Q3 2025
|
First Pacific Financial
|
BUY
|
- |
12.2KNew |
$49K - $56.3K
|
12.2K
$58.5K
|
|
|
Nov 04, 2025
Q3 2025
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
11.6K+ 7.67% |
$46.7K - $53.6K
|
163K
$782K
|
|
|
Nov 06, 2025
Q3 2025
|
Naviter Wealth, LLC
|
BUY
|
- |
11.5K+ 3.05% |
$46.5K - $53.4K
|
391K
$1.88M
|
|
|
Nov 06, 2025
Q3 2025
|
Cookson Peirce & CO Inc
|
BUY
|
- |
11.1K+ 2.08% |
$44.7K - $51.3K
|
544K
$2.62M
|
|
|
Oct 15, 2025
Q3 2025
|
Symmetry Partners, LLC
|
BUY
|
- |
10.6KNew |
$42.7K - $49K
|
10.6K
$50.9K
|
|
|
Oct 20, 2025
Q3 2025
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
10.1KNew |
$40.8K - $46.9K
|
10.1K
$48.7K
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
10KNew |
$40.5K - $46.5K
|
10K
$48.3K
|
|
|
Nov 03, 2025
Q3 2025
|
Marino, Stram & Associates LLC
|
BUY
|
- |
9.46K+ 7.28% |
$38.1K - $43.8K
|
139K
$670K
|
|
|
Nov 04, 2025
Q3 2025
|
Keybank National Association
|
BUY
|
- |
9.41K+ 33.97% |
$37.9K - $43.5K
|
37.1K
$178K
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.63K+ 1.79% |
$34.8K - $39.9K
|
490K
$2.36M
|
|
|
Oct 10, 2025
Q3 2025
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
7.69K+ 16.25% |
$31K - $35.6K
|
55K
$265K
|
|
|
Oct 10, 2025
Q3 2025
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
6.43K+ 27.19% |
$25.9K - $29.8K
|
30.1K
$145K
|
|
|
Oct 31, 2025
Q3 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
6.41K+ 11.73% |
$25.8K - $29.7K
|
61K
$294K
|
|
|
Oct 30, 2025
Q3 2025
|
Tranquilli Financial Advisor LLC
Clinton, NJ |
BUY
|
- |
5.99K+ 7.68% |
$24.1K - $27.7K
|
84K
$404K
|