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Lloyds TSB shares owned by Integrated Wealth Concepts

Quarter-by-quarter ownership of Lloyds TSB (LYG) shares owned by Integrated Wealth Concepts from 13F filings

Historical chart of Integrated Wealth Concepts investment in Lloyds TSB

Tip: Access up to 7 years of quarterly data

All positions including Lloyds TSB held by Integrated Wealth Concepts consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lloyds TSB by Integrated Wealth Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $277k 107k 2.59
2023-09-30 $1.8M 859k 2.13
2023-06-30 $1.8M 821k 2.20
2023-03-31 $1.9M 831k 2.32

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Invesco Qqq MF Closed and MF Open (QQQ)

View all positions for Integrated Wealth Concepts

Top funds holding Lloyds TSB

Mondrian Investment Partners
Goldman Sachs Group
Arrowstreet Capital, Limited Partnership
Dimensional Fund Advisors
Morgan Stanley
FMR
Atlantic Trust
Northern Trust
Bank of America Corporation
BlackRock
Millennium Management
Envestnet Asset Management
Janney Capital Management
Crossmark Global Holdings
Jpmorgan Chase & Co

View all funds holding Lloyds TSB