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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2025
Q3 2025
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-2.62K- 4.15% |
$10.6K - $12.1K
|
60.6K
$293K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-2.64K- 4.74% |
$10.7K - $12.2K
|
53.1K
$257K
|
|
|
Nov 03, 2025
Q3 2025
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.73K- 3.48% |
$11K - $12.6K
|
75.7K
$366K
|
|
|
Oct 20, 2025
Q3 2025
|
Allspring Global Investments Holdings, LLC
|
SELL
|
- |
-2.88K- 2.26% |
$11.6K - $13.3K
|
125K
$604K
|
|
|
Nov 04, 2025
Q3 2025
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-2.97K- 5.45% |
$12K - $13.8K
|
51.6K
$250K
|
|
|
Nov 03, 2025
Q3 2025
|
Crumly & Associates Inc.
|
SELL
|
- |
-3.14K- 10.33% |
$12.6K - $14.5K
|
27.2K
$132K
|
|
|
Oct 20, 2025
Q3 2025
|
Ascent Group, LLC
|
SELL
|
- |
-3.42K- 5.77% |
$13.8K - $15.8K
|
55.8K
$270K
|
|
|
Oct 15, 2025
Q3 2025
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-3.5K- 25.52% |
$14.1K - $16.2K
|
10.2K
$49.4K
|
|
|
Oct 30, 2025
Q3 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-3.5K- 13.59% |
$14.1K - $16.2K
|
22.2K
$108K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.76K- 7.43% |
$15.1K - $17.4K
|
46.8K
$227K
|
|
|
Oct 07, 2025
Q3 2025
|
Cooper Financial Group
|
SELL
|
- |
-3.81K- 15.83% |
$15.4K - $17.6K
|
20.3K
$98.1K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-4.37K- 15.42% |
$17.6K - $20.2K
|
24K
$116K
|
|
|
Nov 07, 2025
Q3 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-4.6K- 44.63% |
$18.5K - $21.3K
|
5.7K
$27.6K
|
|
|
Nov 07, 2025
Q3 2025
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-4.86K- 0.55% |
$19.6K - $22.5K
|
872K
$4.22M
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-5.86K- 15.28% |
$23.6K - $27.2K
|
32.5K
$157K
|
|
|
Nov 05, 2025
Q3 2025
|
Aegis Wealth Management LLC
Bethesda, MD |
SELL
|
- |
-7.16K- 7.24% |
$28.9K - $33.2K
|
91.8K
$444K
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-8.11K- 6.46% |
$32.7K - $37.5K
|
117K
$568K
|
|
|
Nov 06, 2025
Q3 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-8.27K- 92.56% |
$33.3K - $38.3K
|
665
$3.22K
|
|
|
Oct 14, 2025
Q3 2025
|
Revisor Wealth Management LLC
Akron, OH |
SELL
|
- |
-8.9K- 6.61% |
$35.9K - $41.2K
|
126K
$609K
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-10.2K- 12.6% |
$41.3K - $47.4K
|
71.1K
$344K
|
|
|
Nov 06, 2025
Q3 2025
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-10.6K- 44.68% |
$42.9K - $49.2K
|
13.2K
$63.7K
|
|
|
Nov 03, 2025
Q3 2025
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-12.2K- 7.17% |
$49K - $56.3K
|
157K
$762K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-12.7K- 8.71% |
$51.3K - $59K
|
133K
$646K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-13.5K- 98.27% |
$54.3K - $62.4K
|
237
$1.15K
|
|
|
Nov 06, 2025
Q3 2025
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-14.1K- 8.42% |
$56.8K - $65.3K
|
153K
$743K
|
|
|
Nov 05, 2025
Q3 2025
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-14.4K- 23.58% |
$58K - $66.6K
|
46.6K
$226K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-15.5K- 9.68% |
$62.4K - $71.7K
|
144K
$699K
|
|
|
Oct 30, 2025
Q3 2025
|
Gibbs Wealth Management
Alpharetta, GA |
SELL
|
- |
-15.8K- 36.21% |
$63.6K - $73.1K
|
27.8K
$135K
|
|
|
Oct 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
SELL
|
- |
-18.5K- 4.33% |
$74.7K - $85.8K
|
409K
$1.98M
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-20.7K- 17.98% |
$83.3K - $95.7K
|
94.3K
$457K
|
|
|
Nov 04, 2025
Q3 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-26.1K- 27.66% |
$105K - $121K
|
68.2K
$330K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-28.5K- 8.01% |
$115K - $132K
|
327K
$1.58M
|
|
|
Oct 30, 2025
Q3 2025
|
Lockheed Martin Investment Management CO
Bethesda, MD |
SELL
|
- |
-31.9K- 7.59% |
$129K - $148K
|
388K
$1.88M
|
|
|
Nov 06, 2025
Q3 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-34.1K- 7.36% |
$137K - $158K
|
429K
$2.08M
|
|
|
Nov 03, 2025
Q3 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-37.2K- 60.8% |
$150K - $172K
|
24K
$116K
|
|
|
Oct 14, 2025
Q3 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-37.9K- 18.64% |
$153K - $175K
|
165K
$800K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Capital Management LLC
|
SELL
|
- |
-48.3K- 1.55% |
$195K - $224K
|
3.07M
$14.8M
|
|
|
Nov 04, 2025
Q3 2025
|
Callan Family Office, LLC
Radnor, PA |
SELL
|
- |
-48.7K- 19.16% |
$196K - $225K
|
205K
$994K
|
|
|
Nov 06, 2025
Q3 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-61.9K- 1.75% |
$250K - $287K
|
3.47M
$16.8M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-93.1K- 42.58% |
$375K - $431K
|
126K
$608K
|
|
|
Nov 04, 2025
Q3 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-144K- 1.69% |
$582K - $669K
|
8.41M
$40.7M
|
|
|
Nov 07, 2025
Q3 2025
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
SELL
|
- |
-318K- 64.25% |
$1.28M - $1.47M
|
177K
$857K
|
|
|
Oct 17, 2025
Q3 2025
|
Bard Financial Services, Inc.
|
SELL
|
- |
-403K- 19.65% |
$1.63M - $1.87M
|
1.65M
$7.98M
|
|
|
Oct 28, 2025
Q3 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-849K- 38.83% |
$3.42M - $3.93M
|
1.34M
$6.47M
|
|
|
Nov 07, 2025
Q3 2025
|
Mondrian Investment Partners LTD
London, X0 |
SELL
|
- |
-3.27M- 4.96% |
$13.2M - $15.2M
|
62.8M
$304M
|