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Lloyds TSB shares owned by Mount Yale Investment Advisors

Quarter-by-quarter ownership of Lloyds TSB (LYG) shares owned by Mount Yale Investment Advisors from 13F filings

Historical chart of Mount Yale Investment Advisors investment in Lloyds TSB

Tip: Access up to 7 years of quarterly data

All positions including Lloyds TSB held by Mount Yale Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Lloyds TSB by Mount Yale Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $138k 30k 4.54
2025-06-30 $835k 197k 4.25
2025-03-31 $593k 155k 3.82
2024-12-31 $434k 159k 2.72
2024-09-30 $550k 176k 3.12
2024-06-30 $520k 191k 2.73
2024-03-31 $496k 192k 2.59
2018-09-30 $80k 26k 3.05
2018-06-30 $87k 26k 3.32
2018-03-31 $97k 26k 3.71

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View all positions for Mount Yale Investment Advisors

Top funds holding Lloyds TSB

Fisher Investments
Mondrian Investment Partners
FMR
Goldman Sachs Group
Morgan Stanley
Arrowstreet Capital, Limited Partnership
Northern Trust
Atlantic Trust
Dimensional Fund Advisors
BlackRock
Millennium Management
Envestnet Asset Management
American Century Companies
UBS Group
First Eagle Investment Management

View all funds holding Lloyds TSB