Independent Advisor Alliance - LLOYDS BANKING GROUP PLC ownership

LLOYDS BANKING GROUP PLC's ticker is LYG and the CUSIP is 539439109. A total of 321 filers reported holding LLOYDS BANKING GROUP PLC in Q1 2023. The put-call ratio across all filers is 2.45 and the average weighting 0.1%.

Quarter-by-quarter ownership
Independent Advisor Alliance ownership history of LLOYDS BANKING GROUP PLC
ValueSharesWeighting
Q3 2023$190,535
+21.8%
89,453
+25.8%
0.01%
+28.6%
Q2 2023$156,494
-3.5%
71,133
+1.8%
0.01%
-12.5%
Q1 2023$162,171
+107298.0%
69,902
+1.9%
0.01%
Q4 2022$151
-99.9%
68,590
+2.8%
0.00%
-100.0%
Q3 2022$119,000
+56.6%
66,712
+80.0%
0.01%
+75.0%
Q2 2022$76,000
-5.0%
37,053
+11.4%
0.00%0.0%
Q1 2022$80,000
+42.9%
33,268
+51.4%
0.00%
+33.3%
Q4 2021$56,000
+21.7%
21,977
+16.6%
0.00%0.0%
Q3 2021$46,000
-8.0%
18,843
-3.3%
0.00%0.0%
Q2 2021$50,000
-63.2%
19,491
-71.9%
0.00%
-66.7%
Q4 2020$136,000
+36.0%
69,299
-10.0%
0.01%
+12.5%
Q3 2020$100,000
-19.4%
77,005
-6.7%
0.01%
-38.5%
Q2 2020$124,000
-2.4%
82,547
-2.1%
0.01%
-27.8%
Q1 2020$127,000
-20.6%
84,309
+74.9%
0.02%
+157.1%
Q4 2019$160,000
+18.5%
48,206
-5.9%
0.01%
-56.2%
Q3 2019$135,0000.0%51,244
+8.2%
0.02%
-20.0%
Q2 2019$135,000
+80.0%
47,360
+102.8%
0.02%
+81.8%
Q1 2019$75,00023,3480.01%
Other shareholders
LLOYDS BANKING GROUP PLC shareholders Q1 2023
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