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 13, 2021
Q3 2021
|
Hixon Zuercher, LLC
|
BUY
|
- |
24+ 0.26% |
$5.32K - $6.55K
|
9.41K
$7.41M
|
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
24+ 0.25% |
$5.32K - $6.55K
|
9.65K
$7.61M
|
|
Oct 28, 2021
Q3 2021
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
24New |
$5.32K - $6.55K
|
24
$18.9K
|
|
Nov 12, 2021
Q3 2021
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
24+ 2.02% |
$5.32K - $6.55K
|
1.21K
$954K
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
23+ 31.94% |
$5.1K - $6.27K
|
95
$74.9K
|
|
Nov 12, 2021
Q3 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
22+ 2.29% |
$4.88K - $6K
|
981
$773K
|
|
Nov 12, 2021
Q3 2021
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
22+ 0.94% |
$4.88K - $6K
|
2.36K
$1.86M
|
|
Oct 20, 2021
Q3 2021
|
Keudell
|
BUY
|
- |
21+ 0.5% |
$4.65K - $5.73K
|
4.21K
$3.32M
|
|
Nov 05, 2021
Q3 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
21+ 0.71% |
$4.65K - $5.73K
|
3K
$2.36M
|
|
Nov 12, 2021
Q3 2021
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
21+ 1.85% |
$4.65K - $5.73K
|
1.15K
$910K
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
20+ 1.0% |
$4.43K - $5.45K
|
2.03K
$1.6M
|
|
Oct 20, 2021
Q3 2021
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
20+ 3.11% |
$4.43K - $5.45K
|
664
$523K
|
|
Nov 05, 2021
Q3 2021
|
Shufro Rose & CO LLC
|
BUY
|
- |
20+ 0.04% |
$4.43K - $5.45K
|
46.2K
$36.4M
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
20+ 0.72% |
$4.43K - $5.45K
|
2.79K
$2.2M
|
|
Oct 05, 2021
Q3 2021
|
Woodstock Corp
|
BUY
|
- |
19+ 0.35% |
$4.21K - $5.18K
|
5.52K
$4.35M
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
19New |
$4.21K - $5.18K
|
19
$15K
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
19+ 2.04% |
$4.21K - $5.18K
|
950
$749K
|
|
Nov 09, 2021
Q3 2021
|
Wealth Architects, LLC
|
BUY
|
- |
18+ 1.22% |
$3.99K - $4.91K
|
1.49K
$1.17M
|
|
Nov 01, 2021
Q3 2021
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
18+ 0.47% |
$3.99K - $4.91K
|
3.85K
$3.04M
|
|
Nov 12, 2021
Q3 2021
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
18+ 1.37% |
$3.99K - $4.91K
|
1.34K
$1.05M
|
|
Nov 15, 2021
Q3 2021
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
18+ 1.93% |
$3.99K - $4.91K
|
952
$750K
|
|
Oct 13, 2021
Q3 2021
|
Mjp Associates Inc
|
BUY
|
- |
17+ 1.95% |
$3.77K - $4.64K
|
887
$699K
|
|
Nov 15, 2021
Q3 2021
|
Kempen Capital Management N.V.
Amsterdam, P7 |
BUY
|
- |
17+ 4.52% |
$3.77K - $4.64K
|
393
$310K
|
|
Oct 14, 2021
Q3 2021
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
16+ 0.15% |
$3.55K - $4.36K
|
10.9K
$8.57M
|
|
Nov 12, 2021
Q3 2021
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
16+ 0.49% |
$3.55K - $4.36K
|
3.28K
$2.58M
|
|
Oct 05, 2021
Q3 2021
|
Lvm Capital Management LTD
|
BUY
|
- |
15+ 0.04% |
$3.32K - $4.09K
|
38.8K
$30.6M
|
|
Oct 06, 2021
Q3 2021
|
Hemington Wealth Management
|
BUY
|
- |
15+ 1.54% |
$3.32K - $4.09K
|
989
$780K
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
13+ 2.65% |
$2.88K - $3.55K
|
504
$397K
|
|
Oct 13, 2021
Q3 2021
|
Private Capital Group, LLC
|
BUY
|
- |
13+ 0.8% |
$2.88K - $3.55K
|
1.64K
$1.29M
|
|
Nov 01, 2021
Q3 2021
|
Janney Capital Management LLC
|
BUY
|
- |
13+ 1.37% |
$2.88K - $3.55K
|
963
$759K
|
|
Nov 12, 2021
Q3 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
13+ 1.38% |
$2.88K - $3.55K
|
952
$750K
|
|
Nov 10, 2021
Q3 2021
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
13+ 0.31% |
$2.88K - $3.55K
|
4.23K
$3.33M
|
|
Nov 02, 2021
Q3 2021
|
Inverness Counsel LLC
|
BUY
|
- |
12+ 0.68% |
$2.66K - $3.27K
|
1.77K
$1.39M
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
12+ 0.33% |
$2.66K - $3.27K
|
3.62K
$2.85M
|
|
Oct 12, 2021
Q3 2021
|
American National Bank
|
BUY
|
- |
11+ 0.12% |
$2.44K - $3K
|
9.43K
$7.43M
|
|
Nov 15, 2021
Q3 2021
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
11+ 7.59% |
$2.44K - $3K
|
156
$123K
|
|
Oct 28, 2021
Q3 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
10+ 0.94% |
$2.22K - $2.73K
|
1.08K
$850K
|
|
Oct 13, 2021
Q3 2021
|
Corbenic Partners LLC
|
BUY
|
- |
10New |
$2.22K - $2.73K
|
10
$7.88K
|
|
Oct 22, 2021
Q3 2021
|
Patten & Patten Inc
|
BUY
|
- |
9+ 0.14% |
$1.99K - $2.45K
|
6.31K
$4.97M
|
|
Nov 05, 2021
Q3 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
8+ 1.75% |
$1.77K - $2.18K
|
465
$367K
|
|
Oct 05, 2021
Q3 2021
|
Bremer Bank National Association
|
BUY
|
- |
8+ 0.04% |
$1.77K - $2.18K
|
18.6K
$14.7M
|
|
Oct 13, 2021
Q3 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
8+ 0.27% |
$1.77K - $2.18K
|
3K
$2.36M
|
|
Oct 12, 2021
Q3 2021
|
Webster Bank, N. A.
|
BUY
|
- |
8+ 0.44% |
$1.77K - $2.18K
|
1.81K
$1.43M
|
|
Nov 12, 2021
Q3 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
8+ 0.48% |
$1.77K - $2.18K
|
1.67K
$1.31M
|
|
Oct 29, 2021
Q3 2021
|
Patron Partners, LLC
|
BUY
|
- |
8+ 0.27% |
$1.77K - $2.18K
|
2.95K
$2.32M
|
|
Nov 16, 2021
Q3 2021
|
Retirement Group, LLC
|
BUY
|
- |
8New |
$1.77K - $2.18K
|
8
$6.31K
|
|
Nov 16, 2023
Q3 2021
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
8+ 4.37% |
$1.77K - $2.18K
|
191
$151K
|
|
Oct 12, 2021
Q3 2021
|
Carlson Capital Management
|
BUY
|
- |
7+ 0.18% |
$1.55K - $1.91K
|
3.99K
$3.14M
|
|
Nov 03, 2021
Q3 2021
|
Mengis Capital Management, Inc.
|
BUY
|
- |
7+ 0.14% |
$1.55K - $1.91K
|
4.93K
$3.89M
|
|
Oct 25, 2021
Q3 2021
|
Bcs Wealth Management
|
BUY
|
- |
7+ 0.14% |
$1.55K - $1.91K
|
4.95K
$3.9M
|