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 18, 2021
Q3 2021
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
45+ 2.15% |
$9.97K - $12.3K
|
2.14K
$1.6M
|
|
|
Oct 28, 2021
Q3 2021
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
45+ 2.52% |
$9.97K - $12.3K
|
1.83K
$1.37M
|
|
|
Oct 22, 2021
Q3 2021
|
Monument Capital Management
|
BUY
|
- |
45+ 2.17% |
$9.97K - $12.3K
|
2.12K
$1.58M
|
|
|
Oct 26, 2021
Q3 2021
|
Legacy Bridge, LLC
|
BUY
|
- |
45+ 69.23% |
$9.97K - $12.3K
|
110
$82.3K
|
|
|
Nov 04, 2021
Q3 2021
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
45+ 1.11% |
$9.97K - $12.3K
|
4.09K
$3.06M
|
|
|
Oct 21, 2021
Q3 2021
|
Concorde Asset Management, LLC
|
BUY
|
- |
45+ 5.09% |
$9.97K - $12.3K
|
929
$695K
|
|
|
Nov 12, 2021
Q3 2021
|
Loomis Sayles & CO L P
|
BUY
|
- |
44+ 26.04% |
$9.75K - $12K
|
213
$159K
|
|
|
Oct 19, 2021
Q3 2021
|
Ellevest, Inc.
|
BUY
|
- |
43+ 8.72% |
$9.53K - $11.7K
|
536
$401K
|
|
|
Oct 29, 2021
Q3 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
42+ 1.87% |
$9.31K - $11.5K
|
2.29K
$1.71M
|
|
|
Jun 07, 2022
Q3 2021
|
True North Advisors, LLC
|
BUY
|
- |
42+ 1.17% |
$9.31K - $11.5K
|
3.64K
$2.72M
|
|
|
Nov 15, 2021
Q3 2021
|
Stokes Family Office, LLC
|
BUY
|
- |
41+ 0.94% |
$9.09K - $11.2K
|
4.4K
$3.29M
|
|
|
Oct 19, 2021
Q3 2021
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
41+ 1.74% |
$9.09K - $11.2K
|
2.39K
$1.79M
|
|
|
Nov 15, 2021
Q3 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
41+ 59.42% |
$9.09K - $11.2K
|
110
$82.3K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
40+ 0.51% |
$8.86K - $10.9K
|
7.84K
$5.86M
|
|
|
Nov 03, 2021
Q3 2021
|
Occidental Asset Management, LLC
|
BUY
|
- |
40+ 2.63% |
$8.86K - $10.9K
|
1.56K
$1.17M
|
|
|
Oct 19, 2021
Q3 2021
|
Next Capital Management LLC
|
BUY
|
- |
40+ 2.07% |
$8.86K - $10.9K
|
1.98K
$1.48M
|
|
|
Oct 19, 2021
Q3 2021
|
Atwood & Palmer Inc
|
BUY
|
- |
40+ 10.0% |
$8.86K - $10.9K
|
440
$329K
|
|
|
Oct 14, 2021
Q3 2021
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
40+ 2.57% |
$8.86K - $10.9K
|
1.6K
$1.19M
|
|
|
Nov 04, 2021
Q3 2021
|
Knowledge Leaders Capital, LLC
|
BUY
|
- |
40+ 1.2% |
$8.86K - $10.9K
|
3.36K
$2.51M
|
|
|
Nov 17, 2021
Q3 2021
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
40+ 3.05% |
$8.86K - $10.9K
|
1.35K
$1.01M
|
|
|
Nov 12, 2021
Q3 2021
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
38New |
$8.42K - $10.4K
|
38
$28.4K
|
|
|
Oct 14, 2021
Q3 2021
|
Courier Capital LLC
|
BUY
|
- |
37+ 3.33% |
$8.2K - $10.1K
|
1.15K
$859K
|
|
|
Oct 27, 2021
Q3 2021
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
37+ 2.09% |
$8.2K - $10.1K
|
1.81K
$1.35M
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
37+ 1.58% |
$8.2K - $10.1K
|
2.38K
$1.78M
|
|
|
Oct 26, 2021
Q3 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
35+ 0.93% |
$7.76K - $9.54K
|
3.78K
$2.83M
|
|
|
Oct 21, 2021
Q3 2021
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
35+ 2.62% |
$7.76K - $9.54K
|
1.37K
$1.03M
|
|
|
Oct 22, 2021
Q3 2021
|
Pds Planning, Inc
|
BUY
|
- |
34+ 1.35% |
$7.53K - $9.27K
|
2.56K
$1.91M
|
|
|
Nov 10, 2021
Q3 2021
|
Glassman Wealth Services
|
BUY
|
- |
34+ 3.04% |
$7.53K - $9.27K
|
1.15K
$862K
|
|
|
Nov 01, 2021
Q3 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
33+ 3.54% |
$7.31K - $9K
|
965
$722K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
33+ 3.02% |
$7.31K - $9K
|
1.13K
$843K
|
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
33+ 2.81% |
$7.31K - $9K
|
1.21K
$904K
|
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
33+ 6.27% |
$7.31K - $9K
|
559
$418K
|
|
|
Oct 27, 2021
Q3 2021
|
Simon Quick Advisors, LLC
|
BUY
|
- |
33+ 13.47% |
$7.31K - $9K
|
278
$208K
|
|
|
Nov 12, 2021
Q3 2021
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
33+ 1.92% |
$7.31K - $9K
|
1.76K
$1.31M
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
32+ 1.86% |
$7.09K - $8.73K
|
1.75K
$1.31M
|
|
|
Oct 05, 2021
Q3 2021
|
Mc Adam, LLC
|
BUY
|
- |
31+ 3.49% |
$6.87K - $8.45K
|
920
$688K
|
|
|
Dec 16, 2021
Q3 2021
|
First Command Bank
|
BUY
|
- |
31+ 2.88% |
$6.87K - $8.45K
|
1.11K
$829K
|
|
|
Jan 12, 2022
Q3 2021
|
First Command Financial Services, Inc.
|
BUY
|
- |
31+ 2.88% |
$6.87K - $8.45K
|
1.11K
$829K
|
|
|
Oct 19, 2021
Q3 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
31+ 0.07% |
$6.87K - $8.45K
|
41.7K
$31.2M
|
|
|
May 26, 2023
Q3 2021
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
31+ 0.39% |
$6.87K - $8.45K
|
7.9K
$5.91M
|
|
|
Oct 13, 2021
Q3 2021
|
Veracity Capital LLC
|
BUY
|
- |
30+ 1.23% |
$6.65K - $8.18K
|
2.47K
$1.85M
|
|
|
Nov 12, 2021
Q3 2021
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
30+ 17.75% |
$6.65K - $8.18K
|
199
$149K
|
|
|
Oct 22, 2021
Q3 2021
|
Accurate Wealth Management, LLC
|
BUY
|
- |
29+ 2.91% |
$6.43K - $7.91K
|
1.03K
$768K
|
|
|
Nov 15, 2021
Q3 2021
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
29+ 0.13% |
$6.43K - $7.91K
|
22.8K
$17.1M
|
|
|
Nov 04, 2021
Q3 2021
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
28+ 11.43% |
$6.2K - $7.64K
|
273
$204K
|
|
|
Nov 16, 2021
Q3 2021
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
28New |
$6.2K - $7.64K
|
28
$20.9K
|
|
|
Nov 02, 2021
Q3 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
27+ 1.68% |
$5.98K - $7.36K
|
1.63K
$1.22M
|
|
|
Oct 21, 2021
Q3 2021
|
Great Diamond Partners, LLC
|
BUY
|
- |
27+ 0.79% |
$5.98K - $7.36K
|
3.46K
$2.59M
|
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
26+ 0.37% |
$5.76K - $7.09K
|
7K
$5.24M
|
|
|
Oct 13, 2021
Q3 2021
|
Hixon Zuercher, LLC
|
BUY
|
- |
24+ 0.26% |
$5.32K - $6.55K
|
9.41K
$7.04M
|