Purchases and Sales Made in Q3 2021 in Eli Lilly & CO (LLY)
This table provides information about the institutional ownership of Eli Lilly & CO (LLY) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
219+ 6.08% |
$48.5K - $59.7K
|
3.82K
$3.02M
|
|
Oct 13, 2021
Q3 2021
|
Chatham Capital Group, Inc.
|
BUY
|
- |
217+ 5.12% |
$48.1K - $59.2K
|
4.46K
$3.52M
|
|
Oct 18, 2021
Q3 2021
|
Asset Dedication, LLC
|
BUY
|
- |
214+ 15.31% |
$47.4K - $58.4K
|
1.61K
$1.27M
|
|
Nov 15, 2021
Q3 2021
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
212+ 0.37% |
$47K - $57.8K
|
57.4K
$45.3M
|
|
Nov 04, 2021
Q3 2021
|
Pacific Global Investment Management CO
|
BUY
|
- |
212+ 2.4% |
$47K - $57.8K
|
9.03K
$7.13M
|
|
Nov 15, 2021
Q3 2021
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
210+ 9.91% |
$46.5K - $57.3K
|
2.33K
$1.84M
|
|
Nov 09, 2021
Q3 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
203+ 3.03% |
$45K - $55.4K
|
6.9K
$5.45M
|
|
Oct 13, 2021
Q3 2021
|
Aries Wealth Management
|
BUY
|
- |
202+ 6.93% |
$44.8K - $55.1K
|
3.12K
$2.46M
|
|
Oct 05, 2021
Q3 2021
|
M&R Capital Management Inc
|
BUY
|
- |
200+ 10.2% |
$44.3K - $54.5K
|
2.16K
$1.71M
|
|
Oct 20, 2021
Q3 2021
|
Platte River Wealth Advisors, LLC
|
BUY
|
- |
200+ 2.26% |
$44.3K - $54.5K
|
9.06K
$7.15M
|
|
Oct 27, 2021
Q3 2021
|
Tl Private Wealth
|
BUY
|
- |
200+ 18.18% |
$44.3K - $54.5K
|
1.3K
$1.03M
|
|
Oct 07, 2021
Q3 2021
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
200+ 16.26% |
$44.3K - $54.5K
|
1.43K
$1.13M
|
|
Nov 02, 2021
Q3 2021
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
200+ 3.92% |
$44.3K - $54.5K
|
5.3K
$4.19M
|
|
Nov 04, 2021
Q3 2021
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
200+ 5.94% |
$44.3K - $54.5K
|
3.57K
$2.81M
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
200+ 0.93% |
$44.3K - $54.5K
|
21.6K
$17M
|
|
Nov 02, 2021
Q3 2021
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
199+ 11.78% |
$44.1K - $54.3K
|
1.89K
$1.49M
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
199+ 15.88% |
$44.1K - $54.3K
|
1.45K
$1.15M
|
|
Oct 28, 2021
Q3 2021
|
Marshall Financial Group LLC
|
BUY
|
- |
195+ 3.23% |
$43.2K - $53.2K
|
6.23K
$4.92M
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
195+ 16.12% |
$43.2K - $53.2K
|
1.41K
$1.11M
|
|
Nov 15, 2021
Q3 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
194+ 0.78% |
$43K - $52.9K
|
25.1K
$19.8M
|
|
Nov 15, 2021
Q3 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
192+ 3.73% |
$42.5K - $52.4K
|
5.34K
$4.21M
|
|
Oct 12, 2021
Q3 2021
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
188+ 34.06% |
$41.7K - $51.3K
|
740
$584K
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
BUY
|
- |
188+ 8.1% |
$41.7K - $51.3K
|
2.51K
$1.98M
|
|
Oct 14, 2021
Q3 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
185+ 37.0% |
$41K - $50.5K
|
685
$541K
|
|
Oct 26, 2021
Q3 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
184+ 3.3% |
$40.8K - $50.2K
|
5.77K
$4.55M
|
|
Oct 27, 2021
Q3 2021
|
Telemus Capital, LLC
|
BUY
|
- |
180+ 10.3% |
$39.9K - $49.1K
|
1.93K
$1.52M
|
|
Jun 17, 2024
Q3 2021
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
180+ 2.23% |
$39.9K - $49.1K
|
8.26K
$6.52M
|
|
Nov 03, 2021
Q3 2021
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
175+ 9.35% |
$38.8K - $47.7K
|
2.05K
$1.61M
|
|
Nov 09, 2021
Q3 2021
|
Regency Capital Management Inc.\De
|
BUY
|
- |
170New |
$37.7K - $46.4K
|
170
$134K
|
|
Oct 14, 2021
Q3 2021
|
Archford Capital Strategies, LLC
|
BUY
|
- |
167+ 6.97% |
$37K - $45.5K
|
2.56K
$2.02M
|
|
Nov 09, 2021
Q3 2021
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
167+ 1.76% |
$37K - $45.5K
|
9.66K
$7.63M
|
|
Nov 05, 2021
Q3 2021
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
165+ 3.36% |
$36.6K - $45K
|
5.08K
$4.01M
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
164+ 34.17% |
$36.3K - $44.7K
|
644
$508K
|
|
Apr 01, 2024
Q3 2021
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
162+ 4.74% |
$35.9K - $44.2K
|
3.58K
$2.83M
|
|
Nov 12, 2021
Q3 2021
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
160+ 3.77% |
$35.5K - $43.6K
|
4.4K
$3.47M
|
|
Nov 15, 2021
Q3 2021
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
159+ 8.94% |
$35.2K - $43.4K
|
1.94K
$1.53M
|
|
Nov 15, 2021
Q3 2021
|
Icon Wealth Partners, LLC
|
BUY
|
- |
154+ 0.92% |
$34.1K - $42K
|
17K
$13.4M
|
|
Nov 01, 2021
Q3 2021
|
Sfmg, LLC
|
BUY
|
- |
154+ 6.18% |
$34.1K - $42K
|
2.65K
$2.09M
|
|
Nov 09, 2021
Q3 2021
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
154+ 0.86% |
$34.1K - $42K
|
18.1K
$14.3M
|
|
Oct 14, 2021
Q3 2021
|
Columbia Trust CO 01012016
|
BUY
|
- |
150+ 12.67% |
$33.2K - $40.9K
|
1.33K
$1.05M
|
|
Mar 31, 2022
Q3 2021
|
Zwj Investment Counsel Inc
|
BUY
|
- |
150+ 2.71% |
$33.2K - $40.9K
|
5.7K
$4.5M
|
|
Nov 16, 2021
Q3 2021
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
150New |
$33.2K - $40.9K
|
150
$118K
|
|
Oct 27, 2021
Q3 2021
|
Mc Lean Asset Management Corp
|
BUY
|
- |
149+ 12.16% |
$33K - $40.6K
|
1.37K
$1.08M
|
|
Oct 04, 2021
Q3 2021
|
Red Spruce Capital, LLC
|
BUY
|
- |
146+ 1.11% |
$32.4K - $39.8K
|
13.3K
$10.5M
|
|
Oct 19, 2021
Q3 2021
|
Abacus Planning Group, Inc.
|
BUY
|
- |
143+ 8.24% |
$31.7K - $39K
|
1.88K
$1.48M
|
|
Nov 15, 2021
Q3 2021
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
141+ 20.61% |
$31.2K - $38.5K
|
825
$651K
|
|
Nov 15, 2021
Q3 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
138+ 8.79% |
$30.6K - $37.6K
|
1.71K
$1.35M
|
|
Nov 12, 2021
Q3 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
138New |
$30.6K - $37.6K
|
138
$109K
|
|
Nov 12, 2021
Q3 2021
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
134+ 4.67% |
$29.7K - $36.5K
|
3K
$2.37M
|
|
Oct 12, 2021
Q3 2021
|
Old Port Advisors
|
BUY
|
- |
133+ 12.49% |
$29.5K - $36.3K
|
1.2K
$946K
|