Purchases and Sales Made in Q3 2022 in Eli Lilly & CO (LLY)
This table provides information about the institutional ownership of Eli Lilly & CO (LLY) during Q3 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 |
---|---|---|---|---|---|---|---|
Oct 12, 2022
Q3 2022
|
Evanson Asset Management, LLC
|
BUY
|
- |
241+ 32.22% |
$71.5K - $81.4K
|
989
$821K
|
|
Nov 14, 2022
Q3 2022
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
237New |
$70.3K - $80.1K
|
237
$197K
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
236+ 6.12% |
$70K - $79.7K
|
4.1K
$3.4M
|
|
Oct 13, 2022
Q3 2022
|
Adirondack Trust CO
|
BUY
|
- |
232+ 4.78% |
$68.8K - $78.4K
|
5.09K
$4.22M
|
|
Nov 14, 2022
Q3 2022
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
227+ 5.69% |
$67.3K - $76.7K
|
4.22K
$3.5M
|
|
Nov 07, 2022
Q3 2022
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
226+ 5.63% |
$67K - $76.4K
|
4.24K
$3.52M
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
226+ 1.05% |
$67K - $76.4K
|
21.7K
$18M
|
|
Oct 11, 2022
Q3 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
225+ 5.91% |
$66.7K - $76K
|
4.03K
$3.34M
|
|
Nov 14, 2022
Q3 2022
|
Capital Square, LLC
|
BUY
|
- |
225+ 5.25% |
$66.7K - $76K
|
4.51K
$3.74M
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
225+ 10.35% |
$66.7K - $76K
|
2.4K
$1.99M
|
|
Nov 10, 2022
Q3 2022
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
224+ 0.26% |
$66.4K - $75.7K
|
86.5K
$71.8M
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
223+ 73.11% |
$66.1K - $75.3K
|
528
$438K
|
|
Oct 19, 2022
Q3 2022
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
220+ 3.15% |
$65.2K - $74.3K
|
7.22K
$5.99M
|
|
Nov 14, 2022
Q3 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
219+ 33.74% |
$64.9K - $74K
|
868
$720K
|
|
Nov 02, 2022
Q3 2022
|
North Rock Partners, LLC
|
BUY
|
- |
217+ 5.53% |
$64.3K - $73.3K
|
4.14K
$3.43M
|
|
Nov 02, 2022
Q3 2022
|
Ellevest, Inc.
|
BUY
|
- |
217+ 10.52% |
$64.3K - $73.3K
|
2.28K
$1.89M
|
|
Nov 14, 2022
Q3 2022
|
Unigestion Holding Sa
|
BUY
|
- |
217+ 4.41% |
$64.3K - $73.3K
|
5.14K
$4.27M
|
|
Oct 07, 2022
Q3 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
215+ 0.16% |
$63.7K - $72.6K
|
135K
$112M
|
|
Nov 01, 2022
Q3 2022
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
215+ 1.45% |
$63.7K - $72.6K
|
15.1K
$12.5M
|
|
Nov 03, 2022
Q3 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
213+ 5.55% |
$63.2K - $72K
|
4.05K
$3.36M
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
211+ 3.43% |
$62.6K - $71.3K
|
6.36K
$5.27M
|
|
Nov 03, 2022
Q3 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
211+ 8.73% |
$62.6K - $71.3K
|
2.63K
$2.18M
|
|
Nov 14, 2022
Q3 2022
|
Dt Investment Partners, LLC
|
BUY
|
- |
211New |
$62.6K - $71.3K
|
211
$175K
|
|
Apr 26, 2023
Q3 2022
|
Ashburton (Jersey) LTD
St Helier, Y9 |
BUY
|
- |
211+ 3.1% |
$62.6K - $71.3K
|
7.01K
$5.82M
|
|
Oct 06, 2022
Q3 2022
|
New England Research & Management, Inc.
|
BUY
|
- |
210+ 16.34% |
$62.3K - $71K
|
1.5K
$1.24M
|
|
Oct 14, 2022
Q3 2022
|
Jgp Wealth Management, LLC
|
BUY
|
- |
207+ 11.58% |
$61.4K - $69.9K
|
1.99K
$1.65M
|
|
Nov 03, 2022
Q3 2022
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
203+ 12.18% |
$60.2K - $68.6K
|
1.87K
$1.55M
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
203+ 4.19% |
$60.2K - $68.6K
|
5.04K
$4.19M
|
|
Oct 24, 2022
Q3 2022
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
202+ 1.53% |
$59.9K - $68.2K
|
13.4K
$11.1M
|
|
Oct 18, 2022
Q3 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
200+ 126.58% |
$59.3K - $67.6K
|
358
$297K
|
|
Nov 03, 2022
Q3 2022
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
200+ 23.34% |
$59.3K - $67.6K
|
1.06K
$877K
|
|
Nov 03, 2022
Q3 2022
|
Selway Asset Management
Boise, ID |
BUY
|
- |
200New |
$59.3K - $67.6K
|
200
$166K
|
|
Nov 07, 2022
Q3 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
200+ 1.93% |
$59.3K - $67.6K
|
10.6K
$8.76M
|
|
Nov 09, 2022
Q3 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
200+ 0.08% |
$59.3K - $67.6K
|
257K
$213M
|
|
Nov 14, 2022
Q3 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
198+ 5.79% |
$58.7K - $66.9K
|
3.62K
$3M
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
196+ 25.45% |
$58.1K - $66.2K
|
966
$802K
|
|
Nov 10, 2022
Q3 2022
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
196+ 14.09% |
$58.1K - $66.2K
|
1.59K
$1.32M
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
193+ 1.02% |
$57.2K - $65.2K
|
19.1K
$15.8M
|
|
Nov 01, 2022
Q3 2022
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
192+ 8.23% |
$56.9K - $64.9K
|
2.52K
$2.09M
|
|
Nov 10, 2022
Q3 2022
|
Quent Capital, LLC
|
BUY
|
- |
192+ 5.18% |
$56.9K - $64.9K
|
3.9K
$3.24M
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
191+ 0.39% |
$56.6K - $64.5K
|
49.5K
$41.1M
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
189+ 0.91% |
$56K - $63.9K
|
21K
$17.4M
|
|
Oct 14, 2022
Q3 2022
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
186+ 8.71% |
$55.1K - $62.8K
|
2.32K
$1.93M
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
186+ 4.9% |
$55.1K - $62.8K
|
3.98K
$3.3M
|
|
Oct 05, 2022
Q3 2022
|
First Hawaiian Bank
|
BUY
|
- |
185+ 1.98% |
$54.8K - $62.5K
|
9.53K
$7.91M
|
|
Oct 28, 2022
Q3 2022
|
Washburn Capital Management, Inc.
|
BUY
|
- |
185+ 9.75% |
$54.8K - $62.5K
|
2.08K
$1.73M
|
|
Nov 10, 2022
Q3 2022
|
Strategic Advisors LLC
|
BUY
|
- |
185+ 28.51% |
$54.8K - $62.5K
|
834
$692K
|
|
Oct 06, 2022
Q3 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
184+ 4.88% |
$54.6K - $62.2K
|
3.96K
$3.28M
|
|
Nov 08, 2022
Q3 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
183+ 4.23% |
$54.3K - $61.8K
|
4.51K
$3.74M
|
|
Oct 19, 2022
Q3 2022
|
Fny Investment Advisers, LLC
|
BUY
|
- |
181New |
$53.7K - $61.2K
|
181
$150K
|