BELLEVUE ASSET MANAGEMENT, LLC - LLOYDS BANKING GROUP PLC ownership

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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%.

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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$5,000–1,590–0.00%–
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Other shareholders
LLOYDS BANKING GROUP PLC shareholders Q1 2023
NameSharesValueWeighting ↓
Cowen Investment Management LLC 4,421,183$9,417,12011.94%
Mondrian Investment Partners LTD 29,131,456$62,050,0011.28%
Timber Creek Capital Management LLC 1,320,588$2,812,8521.02%
Janney Capital Management LLC 5,357,751$11,4120.88%
Henry James International Management Inc. 936,173$1,994,0480.86%
Semmax Financial Advisors Inc. 1,024,029$2,078,7800.83%
ADVISORS MANAGEMENT GROUP INC /ADV 1,095,847$2,3340.70%
Susquehanna International Securities, Ltd. 361,343$769,6610.65%
Bard Financial Services, Inc. 2,364,320$5,036,0020.62%
Morningstar Investment Services LLC 10,740,954$22,9860.29%
View complete list of LLOYDS BANKING GROUP PLC shareholders