BELLEVUE ASSET MANAGEMENT, LLC - LLOYDS BANKING GROUP PLC ownership

LLOYDS BANKING GROUP PLC's ticker is LYG and the CUSIP is 539439109. A total of 228 filers reported holding LLOYDS BANKING GROUP PLC in Q4 2020. The put-call ratio across all filers is 1.11 and the average weighting 0.0%.

Quarter-by-quarter ownership
BELLEVUE ASSET MANAGEMENT, LLC ownership history of LLOYDS BANKING GROUP PLC
ValueSharesWeighting
Q3 2023$1,341
-3.2%
6300.0%0.00%0.0%
Q2 2023$1,386
-59.6%
630
-57.4%
0.00%
-50.0%
Q1 2023$3,432
+5.4%
1,4790.0%0.00%
-33.3%
Q4 2022$3,255
+8.5%
1,4790.0%0.00%
+50.0%
Q3 2022$3,0000.0%1,479
+0.1%
0.00%0.0%
Q2 2022$3,000
-25.0%
1,477
+0.3%
0.00%0.0%
Q1 2022$4,0000.0%1,4730.0%0.00%0.0%
Q4 2021$4,0000.0%1,4730.0%0.00%0.0%
Q3 2021$4,0000.0%1,473
+0.1%
0.00%0.0%
Q2 2021$4,000
+33.3%
1,471
+0.1%
0.00%0.0%
Q1 2021$3,0000.0%1,4700.0%0.00%0.0%
Q4 2020$3,0000.0%1,470
-26.3%
0.00%0.0%
Q3 2020$3,0000.0%1,9950.0%0.00%
-33.3%
Q2 2020$3,0000.0%1,995
-5.7%
0.00%0.0%
Q1 2020$3,000
-40.0%
2,115
+33.0%
0.00%
-25.0%
Q4 2019$5,0001,5900.00%
Other shareholders
LLOYDS BANKING GROUP PLC shareholders Q4 2020
NameSharesValueWeighting ↓
Cowen Investment Management LLC 4,441,183$10,703,0002.29%
Mondrian Investment Partners LTD 25,967,456$62,582,0001.28%
ADVISORS MANAGEMENT GROUP INC /ADV 1,140,476$2,749,0000.93%
Semmax Financial Advisors Inc. 930,703$2,243,0000.88%
Henry James International Management Inc. 858,780$2,070,0000.82%
Janney Capital Management LLC 4,036,668$9,728,0000.69%
Timber Creek Capital Management LLC 943,245$2,273,0000.69%
Aaron Wealth Advisors LLC 74,469$30,900,0000.43%
Bard Financial Services, Inc. 1,890,705$4,557,0000.37%
Morningstar Investment Services LLC 9,146,897$22,970,0000.26%
View complete list of LLOYDS BANKING GROUP PLC shareholders