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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2021
Q3 2021
|
Vera Bank, N.A.
|
BUY
|
- |
88+ 2.54% |
$19.5K - $24K
|
3.55K
$2.99M
|
|
|
Nov 02, 2021
Q3 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
88+ 2.07% |
$19.5K - $24K
|
4.33K
$3.66M
|
|
|
Nov 05, 2021
Q3 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
85+ 1.95% |
$18.8K - $23.2K
|
4.44K
$3.75M
|
|
|
Nov 12, 2021
Q3 2021
|
Hexagon Capital Partners LLC
|
BUY
|
- |
83+ 10.38% |
$18.4K - $22.6K
|
883
$745K
|
|
|
Nov 12, 2021
Q3 2021
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
83+ 1.78% |
$18.4K - $22.6K
|
4.75K
$4.01M
|
|
|
Oct 21, 2021
Q3 2021
|
Highland Private Wealth Management
|
BUY
|
- |
82+ 5.51% |
$18.2K - $22.4K
|
1.57K
$1.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Mv Capital Management, Inc.
|
BUY
|
- |
81+ 7.88% |
$17.9K - $22.1K
|
1.11K
$936K
|
|
|
Nov 12, 2021
Q3 2021
|
Ballast, Inc.
|
BUY
|
- |
79+ 1.44% |
$17.5K - $21.5K
|
5.58K
$4.71M
|
|
|
Oct 19, 2021
Q3 2021
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
79+ 21.29% |
$17.5K - $21.5K
|
450
$380K
|
|
|
Oct 14, 2021
Q3 2021
|
First United Bank & Trust
|
BUY
|
- |
78+ 5.89% |
$17.3K - $21.3K
|
1.4K
$1.18M
|
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
77+ 0.42% |
$17.1K - $21K
|
18.3K
$15.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Impax Asset Management Group PLC
|
BUY
|
- |
75+ 0.18% |
$16.6K - $20.5K
|
41.3K
$34.8M
|
|
|
Nov 12, 2021
Q3 2021
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
75New |
$16.6K - $20.5K
|
75
$63.3K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
BUY
|
- |
73+ 10.75% |
$16.2K - $19.9K
|
752
$635K
|
|
|
Nov 02, 2021
Q3 2021
|
Eagle Ridge Investment Management
|
BUY
|
- |
72+ 4.2% |
$16K - $19.6K
|
1.79K
$1.51M
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
70+ 0.94% |
$15.5K - $19.1K
|
7.55K
$6.37M
|
|
|
Nov 15, 2021
Q3 2021
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
70+ 1.76% |
$15.5K - $19.1K
|
4.05K
$3.42M
|
|
|
Oct 26, 2021
Q3 2021
|
Augustine Asset Management Inc
|
BUY
|
- |
69+ 5.51% |
$15.3K - $18.8K
|
1.32K
$1.12M
|
|
|
Oct 19, 2021
Q3 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
69+ 2.02% |
$15.3K - $18.8K
|
3.48K
$2.94M
|
|
|
Nov 01, 2021
Q3 2021
|
Israel Discount Bank Of New York
New York, NY |
BUY
|
- |
68+ 1.63% |
$15.1K - $18.5K
|
4.23K
$3.57M
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
68+ 1.65% |
$15.1K - $18.5K
|
4.19K
$3.54M
|
|
|
Nov 16, 2021
Q3 2021
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
67+ 4.16% |
$14.8K - $18.3K
|
1.68K
$1.42M
|
|
|
Oct 15, 2021
Q3 2021
|
Peoples Financial Services Corp.
|
BUY
|
- |
65+ 0.39% |
$14.4K - $17.7K
|
16.8K
$14.2M
|
|
|
Oct 25, 2021
Q3 2021
|
Minot Wealth Management LLC
|
BUY
|
- |
64+ 2.54% |
$14.2K - $17.5K
|
2.58K
$2.18M
|
|
|
Oct 18, 2021
Q3 2021
|
Sage Rhino Capital LLC
|
BUY
|
- |
63+ 3.02% |
$14K - $17.2K
|
2.15K
$1.82M
|
|
|
Nov 02, 2021
Q3 2021
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
63+ 4.27% |
$14K - $17.2K
|
1.54K
$1.3M
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
63+ 6.08% |
$14K - $17.2K
|
1.1K
$929K
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
63+ 6.08% |
$14K - $17.2K
|
1.1K
$929K
|
|
|
Nov 15, 2021
Q3 2021
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
60+ 1.69% |
$13.3K - $16.4K
|
3.6K
$3.04M
|
|
|
Nov 15, 2021
Q3 2021
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
59+ 2.37% |
$13.1K - $16.1K
|
2.55K
$2.15M
|
|
|
Nov 12, 2021
Q3 2021
|
United Bank
|
BUY
|
- |
59+ 0.67% |
$13.1K - $16.1K
|
8.88K
$7.49M
|
|
|
Nov 09, 2023
Q3 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
58+ 0.09% |
$12.9K - $15.8K
|
62.2K
$52.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
57+ 1.54% |
$12.6K - $15.5K
|
3.76K
$3.17M
|
|
|
Nov 12, 2021
Q3 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
55+ 2.91% |
$12.2K - $15K
|
1.95K
$1.64M
|
|
|
Nov 08, 2021
Q3 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
54+ 1.41% |
$12K - $14.7K
|
3.88K
$3.28M
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
54New |
$12K - $14.7K
|
54
$45.6K
|
|
|
Nov 10, 2021
Q3 2021
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
54+ 1.77% |
$12K - $14.7K
|
3.11K
$2.63M
|
|
|
Oct 05, 2021
Q3 2021
|
Ibm Retirement Fund
|
BUY
|
- |
53+ 0.22% |
$11.7K - $14.5K
|
24K
$20.2M
|
|
|
Nov 01, 2021
Q3 2021
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
51+ 0.92% |
$11.3K - $13.9K
|
5.58K
$4.71M
|
|
|
Oct 13, 2021
Q3 2021
|
Greylin Investment Mangement Inc
|
BUY
|
- |
50+ 0.29% |
$11.1K - $13.6K
|
17.2K
$14.5M
|
|
|
Nov 12, 2021
Q3 2021
|
Gryphon Financial Partners LLC
|
BUY
|
- |
50+ 5.05% |
$11.1K - $13.6K
|
1.04K
$879K
|
|
|
Nov 08, 2021
Q3 2021
|
Schulhoff & CO Inc
|
BUY
|
- |
50+ 0.98% |
$11.1K - $13.6K
|
5.18K
$4.37M
|
|
|
Oct 28, 2021
Q3 2021
|
First City Capital Management, Inc.
|
BUY
|
- |
48+ 0.33% |
$10.6K - $13.1K
|
14.7K
$12.4M
|
|
|
Oct 08, 2021
Q3 2021
|
Wedbush Securities Inc
|
BUY
|
- |
48+ 0.91% |
$10.6K - $13.1K
|
5.35K
$4.52M
|
|
|
Oct 27, 2021
Q3 2021
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
48+ 1.29% |
$10.6K - $13.1K
|
3.77K
$3.19M
|
|
|
Nov 12, 2021
Q3 2021
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
47+ 2.85% |
$10.4K - $12.8K
|
1.7K
$1.43M
|
|
|
Nov 05, 2021
Q3 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
47+ 3.04% |
$10.4K - $12.8K
|
1.59K
$1.35M
|
|
|
Oct 12, 2021
Q3 2021
|
Family Legacy, Inc.
|
BUY
|
- |
46+ 0.4% |
$10.2K - $12.5K
|
11.6K
$9.77M
|
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
46+ 1.66% |
$10.2K - $12.5K
|
2.82K
$2.38M
|
|
|
Nov 15, 2021
Q3 2021
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
46+ 0.3% |
$10.2K - $12.5K
|
15.3K
$12.9M
|