Holistic Financial Partners - 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
Holistic Financial Partners ownership history of LLOYDS BANKING GROUP PLC
ValueSharesWeighting
Q3 2023$68,284
-3.2%
32,0580.0%0.04%
-8.2%
Q2 2023$70,528
-26.7%
32,058
-22.7%
0.05%
-34.7%
Q1 2023$96,248
+4.9%
41,486
-0.5%
0.08%
-8.5%
Q4 2022$91,771
+22.4%
41,7140.0%0.08%
+10.8%
Q3 2022$75,000
-11.8%
41,7140.0%0.07%
-7.5%
Q2 2022$85,000
-15.8%
41,7140.0%0.08%
+25.0%
Q1 2022$101,000
+48.5%
41,714
+57.0%
0.06%
+64.1%
Q4 2021$68,000
+44.7%
26,574
+70.1%
0.04%
-11.4%
Q3 2018$47,000
-9.6%
15,6180.0%0.04%
-26.7%
Q2 2018$52,000
-10.3%
15,6180.0%0.06%
+25.0%
Q1 2018$58,000
+5.5%
15,618
+5.9%
0.05%
+6.7%
Q4 2017$55,00014,7530.04%
Other shareholders
LLOYDS BANKING GROUP PLC shareholders Q1 2023
NameSharesValueWeighting ↓
Mondrian Investment Partners LTD 25,967,456$63,620,0001.28%
FNY Investment Advisers, LLC 920,449$2,255,0001.05%
ADVISORS MANAGEMENT GROUP INC /ADV 1,153,384$2,826,0000.88%
APOGEM CAPITAL LLC 1,653,154$1,037,0000.66%
Henry James International Management Inc. 700,000$1,715,0000.54%
Semmax Financial Advisors Inc. 585,648$1,435,0000.50%
Bard Financial Services, Inc. 1,962,575$4,808,0000.43%
BRASADA CAPITAL MANAGEMENT, LP 548,302$1,343,0000.26%
Vanguard Capital Wealth Advisors 108,046$264,0000.18%
Morningstar Investment Services LLC 5,827,687$14,307,0000.17%
View complete list of LLOYDS BANKING GROUP PLC shareholders