Edge Wealth Management LLC - LLOYDS BANKING GROUP PLC ownership

LLOYDS BANKING GROUP PLC's ticker is LYG and the CUSIP is 539439109. A total of 209 filers reported holding LLOYDS BANKING GROUP PLC in Q3 2020. The put-call ratio across all filers is 1.05 and the average weighting 0.0%.

Quarter-by-quarter ownership
Edge Wealth Management LLC ownership history of LLOYDS BANKING GROUP PLC
ValueSharesWeighting
Q3 2023$426,000
-3.2%
200,0000.0%0.10%
+4.2%
Q2 2023$440,000
-5.4%
200,0000.0%0.10%
-10.3%
Q1 2023$465,000
+5.7%
200,0000.0%0.11%
+4.9%
Q4 2022$440,000
+21.2%
200,0000.0%0.10%
+27.5%
Q3 2022$363,000
-11.0%
200,0000.0%0.08%
-9.1%
Q2 2022$408,000
-15.4%
200,0000.0%0.09%
-7.4%
Q1 2022$482,000
-5.5%
200,0000.0%0.10%
+2.2%
Q4 2021$510,000
+4.1%
200,0000.0%0.09%
-3.1%
Q3 2021$490,000
-16.0%
200,000
-13.0%
0.10%
-19.3%
Q2 2021$583,000
+9.2%
230,0000.0%0.12%
+5.3%
Q1 2021$534,000
+36.6%
230,000
+15.0%
0.11%
+27.0%
Q4 2020$391,000
+50.4%
200,0000.0%0.09%
+48.3%
Q3 2020$260,000
-13.3%
200,0000.0%0.06%
+5.3%
Q2 2020$300,000
-0.7%
200,0000.0%0.06%
-13.6%
Q1 2020$302,000200,0000.07%
Other shareholders
LLOYDS BANKING GROUP PLC shareholders Q3 2020
NameSharesValueWeighting ↓
Cowen Investment Management LLC 4,610,383$11,756,0002.53%
Mondrian Investment Partners LTD 25,967,456$66,217,0001.31%
ADVISORS MANAGEMENT GROUP INC /ADV 1,149,296$2,931,0000.88%
Semmax Financial Advisors Inc. 848,765$2,164,0000.80%
Henry James International Management Inc. 700,000$1,785,0000.55%
Onex Canada Asset Management Inc. 18,460,183$11,947,0000.49%
Bard Financial Services, Inc. 1,936,785$4,939,0000.40%
BRASADA CAPITAL MANAGEMENT, LP 649,277$1,948,0000.37%
Morningstar Investment Services LLC 8,846,517$22,554,0000.25%
ALTERNA WEALTH MANAGEMENT, INC 84,236$215,0000.18%
View complete list of LLOYDS BANKING GROUP PLC shareholders