Purchases and Sales Made in Q2 2022 in Eli Lilly & CO (LLY)
This table provides information about the institutional ownership of Eli Lilly & CO (LLY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 04, 2022
Q2 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
29+ 3.91% |
$8.08K - $9.49K
|
770
$613K
|
|
|
Aug 11, 2022
Q2 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
29+ 2.6% |
$8.08K - $9.49K
|
1.15K
$911K
|
|
|
Aug 10, 2022
Q2 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
29+ 0.05% |
$8.08K - $9.49K
|
55.7K
$44.3M
|
|
|
Jul 27, 2022
Q2 2022
|
True Wealth Advisors, LLC
|
BUY
|
- |
28+ 2.36% |
$7.8K - $9.16K
|
1.22K
$968K
|
|
|
Aug 03, 2022
Q2 2022
|
Peterson Wealth Management
|
BUY
|
- |
28+ 0.67% |
$7.8K - $9.16K
|
4.19K
$3.34M
|
|
|
Aug 15, 2022
Q2 2022
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
28+ 0.36% |
$7.8K - $9.16K
|
7.75K
$6.16M
|
|
|
Aug 11, 2022
Q2 2022
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
28+ 0.12% |
$7.8K - $9.16K
|
22.8K
$18.2M
|
|
|
Aug 12, 2022
Q2 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
28+ 1.01% |
$7.8K - $9.16K
|
2.81K
$2.24M
|
|
|
Jul 12, 2022
Q2 2022
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
27+ 0.56% |
$7.53K - $8.84K
|
4.82K
$3.83M
|
|
|
Jul 21, 2022
Q2 2022
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
27+ 450.0% |
$7.53K - $8.84K
|
33
$26.3K
|
|
|
Aug 01, 2022
Q2 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
27New |
$7.53K - $8.84K
|
27
$21.5K
|
|
|
Aug 02, 2022
Q2 2022
|
Krs Capital Management, LLC
|
BUY
|
- |
27+ 0.88% |
$7.53K - $8.84K
|
3.11K
$2.48M
|
|
|
Aug 15, 2022
Q2 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
27+ 0.51% |
$7.53K - $8.84K
|
5.36K
$4.27M
|
|
|
Oct 25, 2022
Q2 2022
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
26+ 0.19% |
$7.25K - $8.51K
|
13.7K
$10.9M
|
|
|
Jul 28, 2022
Q2 2022
|
D.A. Davidson & Co.
|
BUY
|
- |
25+ 0.06% |
$6.97K - $8.18K
|
42.8K
$34.1M
|
|
|
Jul 29, 2022
Q2 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
25+ 3.03% |
$6.97K - $8.18K
|
850
$676K
|
|
|
Aug 15, 2022
Q2 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
25+ 1.83% |
$6.97K - $8.18K
|
1.39K
$1.11M
|
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
25+ 0.58% |
$6.97K - $8.18K
|
4.34K
$3.45M
|
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
24+ 1.39% |
$6.69K - $7.85K
|
1.75K
$1.39M
|
|
|
Aug 15, 2022
Q2 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
22+ 1.07% |
$6.13K - $7.2K
|
2.07K
$1.65M
|
|
|
Aug 10, 2022
Q2 2022
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
21+ 3.27% |
$5.85K - $6.87K
|
663
$528K
|
|
|
Jul 11, 2022
Q2 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
20+ 1.23% |
$5.57K - $6.55K
|
1.64K
$1.31M
|
|
|
Jul 15, 2022
Q2 2022
|
Capital Advisors Inc
|
BUY
|
- |
20+ 0.73% |
$5.57K - $6.55K
|
2.75K
$2.19M
|
|
|
Jul 18, 2022
Q2 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
20+ 0.29% |
$5.57K - $6.55K
|
6.91K
$5.5M
|
|
|
Jul 18, 2022
Q2 2022
|
Keudell
|
BUY
|
- |
20+ 0.5% |
$5.57K - $6.55K
|
4.01K
$3.19M
|
|
|
Jul 25, 2022
Q2 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
20New |
$5.57K - $6.55K
|
20
$15.9K
|
|
|
Jul 27, 2022
Q2 2022
|
Riverview Trust CO
|
BUY
|
- |
20+ 0.8% |
$5.57K - $6.55K
|
2.53K
$2.02M
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
20+ 3.31% |
$5.57K - $6.55K
|
624
$496K
|
|
|
Aug 12, 2022
Q2 2022
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
20+ 1.62% |
$5.57K - $6.55K
|
1.25K
$997K
|
|
|
Aug 09, 2022
Q2 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
20+ 0.71% |
$5.57K - $6.55K
|
2.83K
$2.25M
|
|
|
Jul 08, 2022
Q2 2022
|
Cox Capital Mgt LLC
|
BUY
|
- |
19+ 1.19% |
$5.3K - $6.22K
|
1.62K
$1.29M
|
|
|
Jul 15, 2022
Q2 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
19+ 0.32% |
$5.3K - $6.22K
|
5.91K
$4.7M
|
|
|
Jul 08, 2022
Q2 2022
|
Old Port Advisors
|
BUY
|
- |
18+ 1.27% |
$5.02K - $5.89K
|
1.44K
$1.14M
|
|
|
Jul 27, 2022
Q2 2022
|
Garrett Investment Advisors LLC
|
BUY
|
- |
18+ 2.42% |
$5.02K - $5.89K
|
763
$607K
|
|
|
Aug 15, 2022
Q2 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
18+ 0.54% |
$5.02K - $5.89K
|
3.35K
$2.66M
|
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
18+ 0.3% |
$5.02K - $5.89K
|
6.01K
$4.78M
|
|
|
Jul 14, 2022
Q2 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
17+ 1.69% |
$4.74K - $5.56K
|
1.02K
$815K
|
|
|
Jul 22, 2022
Q2 2022
|
Hemington Wealth Management
|
BUY
|
- |
17+ 1.73% |
$4.74K - $5.56K
|
997
$793K
|
|
|
Aug 01, 2022
Q2 2022
|
James Investment Research Inc
|
BUY
|
- |
17+ 0.07% |
$4.74K - $5.56K
|
24.6K
$19.6M
|
|
|
Jul 27, 2022
Q2 2022
|
De Dora Capital, Inc.
|
BUY
|
- |
16+ 1.5% |
$4.46K - $5.24K
|
1.08K
$859K
|
|
|
Jul 15, 2022
Q2 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
15+ 2.85% |
$4.18K - $4.91K
|
542
$431K
|
|
|
Jul 27, 2022
Q2 2022
|
Sheets Smith Wealth Management
|
BUY
|
- |
15+ 0.62% |
$4.18K - $4.91K
|
2.42K
$1.92M
|
|
|
Aug 04, 2022
Q2 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
15+ 0.21% |
$4.18K - $4.91K
|
7.27K
$5.78M
|
|
|
Aug 10, 2022
Q2 2022
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
15+ 3.45% |
$4.18K - $4.91K
|
450
$358K
|
|
|
Aug 10, 2022
Q2 2022
|
Summit Asset Management, LLC
Memphis, TN |
BUY
|
- |
15+ 1.04% |
$4.18K - $4.91K
|
1.46K
$1.16M
|
|
|
Aug 09, 2022
Q2 2022
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
14+ 1.86% |
$3.9K - $4.58K
|
766
$609K
|
|
|
Nov 07, 2023
Q2 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
14+ 0.46% |
$3.9K - $4.58K
|
3.04K
$2.42M
|
|
|
Jul 19, 2022
Q2 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
13+ 1.11% |
$3.62K - $4.25K
|
1.18K
$938K
|
|
|
Jul 22, 2022
Q2 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
13+ 185.71% |
$3.62K - $4.25K
|
20
$15.9K
|
|
|
Jul 27, 2022
Q2 2022
|
Lattice Capital Management, LLC
|
BUY
|
- |
13+ 0.3% |
$3.62K - $4.25K
|
4.31K
$3.43M
|