Purchases and Sales Made in Q1 2022 in Eli Lilly & CO (LLY)
This table provides information about the institutional ownership of Eli Lilly & CO (LLY) during Q1 2022. The information is specifically focused on institutions that hold shares of ELI LILLY & Co.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 06, 2022
Q1 2022
|
Curi Wealth Management, LLC
|
BUY
|
- |
191+ 81.62% |
$44.8K - $55.7K
|
425
$272K
|
|
Apr 12, 2022
Q1 2022
|
Bromfield Sneider Wealth Advisors
|
BUY
|
- |
190New |
$44.6K - $55.4K
|
190
$121K
|
|
May 12, 2022
Q1 2022
|
Jsf Financial, LLC
|
BUY
|
- |
189+ 6.59% |
$44.4K - $55.1K
|
3.06K
$1.95M
|
|
Apr 29, 2022
Q1 2022
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
188+ 3.32% |
$44.1K - $54.8K
|
5.85K
$3.74M
|
|
Apr 18, 2022
Q1 2022
|
Central Bank & Trust CO
|
BUY
|
- |
186+ 7.38% |
$43.7K - $54.2K
|
2.71K
$1.73M
|
|
Apr 27, 2022
Q1 2022
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
180+ 4.25% |
$42.2K - $52.5K
|
4.42K
$2.82M
|
|
May 13, 2022
Q1 2022
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
179+ 4.78% |
$42K - $52.2K
|
3.92K
$2.51M
|
|
May 12, 2022
Q1 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
178+ 8.48% |
$41.8K - $51.9K
|
2.28K
$1.46M
|
|
May 06, 2022
Q1 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
178+ 9.43% |
$41.8K - $51.9K
|
2.07K
$1.32M
|
|
Nov 07, 2023
Q1 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
175+ 6.14% |
$41.1K - $51K
|
3.03K
$1.94M
|
|
May 05, 2022
Q1 2022
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
173+ 4.51% |
$40.6K - $50.5K
|
4.01K
$2.56M
|
|
Apr 27, 2022
Q1 2022
|
Ivc Wealth Advisors LLC
|
BUY
|
- |
170+ 5.56% |
$39.9K - $49.6K
|
3.23K
$2.06M
|
|
Apr 12, 2022
Q1 2022
|
Rda Financial Network
|
BUY
|
- |
170+ 4.99% |
$39.9K - $49.6K
|
3.58K
$2.29M
|
|
Apr 27, 2022
Q1 2022
|
Howland Capital Management LLC
|
BUY
|
- |
170+ 3.94% |
$39.9K - $49.6K
|
4.49K
$2.87M
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
169+ 0.83% |
$39.7K - $49.3K
|
20.6K
$13.2M
|
|
May 11, 2022
Q1 2022
|
Amica Retiree Medical Trust
|
BUY
|
- |
167+ 7.48% |
$39.2K - $48.7K
|
2.4K
$1.54M
|
|
May 13, 2022
Q1 2022
|
Plancorp, LLC
|
BUY
|
- |
167+ 1.37% |
$39.2K - $48.7K
|
12.4K
$7.91M
|
|
May 16, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
165+ 5.12% |
$38.7K - $48.1K
|
3.39K
$2.17M
|
|
Oct 13, 2022
Q1 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
165+ 5.12% |
$38.7K - $48.1K
|
3.39K
$2.17M
|
|
May 10, 2022
Q1 2022
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
162+ 12.24% |
$38K - $47.2K
|
1.49K
$950K
|
|
Apr 13, 2022
Q1 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
161+ 12.88% |
$37.8K - $47K
|
1.41K
$902K
|
|
Apr 06, 2022
Q1 2022
|
Telemus Capital, LLC
|
BUY
|
- |
161+ 8.3% |
$37.8K - $47K
|
2.1K
$1.34M
|
|
May 02, 2022
Q1 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
161New |
$37.8K - $47K
|
161
$103K
|
|
May 11, 2022
Q1 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
160+ 0.64% |
$37.6K - $46.7K
|
25.2K
$16.1M
|
|
Apr 12, 2022
Q1 2022
|
Old Port Advisors
|
BUY
|
- |
159+ 12.6% |
$37.3K - $46.4K
|
1.42K
$909K
|
|
May 04, 2022
Q1 2022
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
159+ 9.13% |
$37.3K - $46.4K
|
1.9K
$1.22M
|
|
May 11, 2022
Q1 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
159+ 1.07% |
$37.3K - $46.4K
|
15.1K
$9.63M
|
|
Apr 14, 2022
Q1 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
158+ 8.83% |
$37.1K - $46.1K
|
1.95K
$1.24M
|
|
May 09, 2022
Q1 2022
|
Brown Advisory Inc
|
BUY
|
- |
157+ 0.17% |
$36.8K - $45.8K
|
90.2K
$57.7M
|
|
May 02, 2022
Q1 2022
|
Corundum Group, Inc.
|
BUY
|
- |
153+ 8.38% |
$35.9K - $44.6K
|
1.98K
$1.26M
|
|
May 06, 2022
Q1 2022
|
Stiles Financial Services Inc
|
BUY
|
- |
153+ 3.23% |
$35.9K - $44.6K
|
4.89K
$3.13M
|
|
Apr 25, 2022
Q1 2022
|
First Premier Bank
|
BUY
|
- |
150+ 33.71% |
$35.2K - $43.7K
|
595
$380K
|
|
Apr 19, 2022
Q1 2022
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
149+ 6.32% |
$35K - $43.5K
|
2.51K
$1.6M
|
|
May 04, 2022
Q1 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
144+ 5.59% |
$33.8K - $42K
|
2.72K
$1.74M
|
|
May 10, 2022
Q1 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
143+ 9.54% |
$33.6K - $41.7K
|
1.64K
$1.05M
|
|
Apr 26, 2022
Q1 2022
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
142+ 3.5% |
$33.3K - $41.4K
|
4.2K
$2.69M
|
|
May 28, 2024
Q1 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
142+ 49.13% |
$33.3K - $41.4K
|
431
$276K
|
|
Apr 27, 2022
Q1 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
139+ 6.44% |
$32.6K - $40.5K
|
2.3K
$1.47M
|
|
Apr 13, 2022
Q1 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
138+ 3.72% |
$32.4K - $40.2K
|
3.85K
$2.46M
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
137+ 8.16% |
$32.2K - $40K
|
1.82K
$1.16M
|
|
Apr 29, 2022
Q1 2022
|
Sather Financial Group Inc
|
BUY
|
- |
136+ 7.14% |
$31.9K - $39.7K
|
2.04K
$1.31M
|
|
May 13, 2022
Q1 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
135+ 7.12% |
$31.7K - $39.4K
|
2.03K
$1.3M
|
|
May 11, 2022
Q1 2022
|
Orion Capital Management LLC
|
BUY
|
- |
134+ 16.75% |
$31.4K - $39.1K
|
934
$597K
|
|
May 11, 2022
Q1 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
134+ 2.58% |
$31.4K - $39.1K
|
5.34K
$3.41M
|
|
Feb 21, 2023
Q1 2022
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
134+ 5.3% |
$31.4K - $39.1K
|
2.66K
$1.7M
|
|
May 10, 2022
Q1 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
133+ 12.21% |
$31.2K - $38.8K
|
1.22K
$781K
|
|
Apr 18, 2022
Q1 2022
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
131+ 3.45% |
$30.7K - $38.2K
|
3.93K
$2.51M
|
|
Apr 29, 2022
Q1 2022
|
Annapolis Financial Services, LLC
|
BUY
|
- |
130+ 32.18% |
$30.5K - $37.9K
|
534
$341K
|
|
Apr 26, 2022
Q1 2022
|
Avestar Capital, LLC
|
BUY
|
- |
128+ 17.11% |
$30K - $37.3K
|
876
$560K
|
|
May 05, 2022
Q1 2022
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
128+ 4.61% |
$30K - $37.3K
|
2.9K
$1.86M
|