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 |
|---|---|---|---|---|---|---|---|
|
May 23, 2024
Q3 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
1+ 0.02% |
$296 - $338
|
5.93K
$4.72M
|
|
|
Nov 14, 2022
Q3 2022
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 14, 2022
Q3 2022
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-1- 0.06% |
$296 - $338
|
1.76K
$1.4M
|
|
|
Oct 12, 2022
Q3 2022
|
Secure Asset Management, LLC
|
SELL
|
- |
-1- 0.14% |
$296 - $338
|
705
$561K
|
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-1- 0.01% |
$296 - $338
|
6.96K
$5.54M
|
|
|
Oct 21, 2022
Q3 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-1- 0.11% |
$296 - $338
|
883
$703K
|
|
|
Oct 25, 2022
Q3 2022
|
Cordatus Wealth Management LLC
Newtown, PA |
SELL
|
- |
-1- 0.02% |
$296 - $338
|
4.18K
$3.32M
|
|
|
Nov 01, 2022
Q3 2022
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-1- 0.02% |
$296 - $338
|
4.17K
$3.32M
|
|
|
Nov 01, 2022
Q3 2022
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-1- 0.03% |
$296 - $338
|
3K
$2.39M
|
|
|
Nov 08, 2022
Q3 2022
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-1- 0.05% |
$296 - $338
|
1.86K
$1.48M
|
|
|
Nov 09, 2022
Q3 2022
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1- 0.13% |
$296 - $338
|
784
$624K
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1- -0.0% |
$296 - $338
|
22.9K
$18.2M
|
|
|
Nov 10, 2022
Q3 2022
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-1- 0.05% |
$296 - $338
|
1.94K
$1.54M
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-1- 0.01% |
$296 - $338
|
8.04K
$6.4M
|
|
|
Nov 15, 2022
Q3 2022
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-1- 0.09% |
$296 - $338
|
1.1K
$873K
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2- 0.05% |
$593 - $676
|
3.91K
$3.12M
|
|
|
Oct 18, 2022
Q3 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-2- 0.09% |
$593 - $676
|
2.22K
$1.77M
|
|
|
Oct 21, 2022
Q3 2022
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-2- 0.17% |
$593 - $676
|
1.19K
$950K
|
|
|
Nov 09, 2022
Q3 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-2- 0.09% |
$593 - $676
|
2.26K
$1.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Loomis Sayles & CO L P
|
SELL
|
- |
-2- 2.25% |
$593 - $676
|
87
$69.3K
|
|
|
Nov 14, 2022
Q3 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-2- 0.08% |
$593 - $676
|
2.51K
$2M
|
|
|
Dec 30, 2022
Q3 2022
|
Versant Capital Management, Inc
|
SELL
|
- |
-2- 0.42% |
$593 - $676
|
469
$373K
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-2- 0.15% |
$593 - $676
|
1.3K
$1.04M
|
|
|
Oct 12, 2022
Q3 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-3- 0.55% |
$889 - $1.01K
|
539
$429K
|
|
|
Oct 12, 2022
Q3 2022
|
Marshall Financial Group LLC
|
SELL
|
- |
-3- 0.05% |
$889 - $1.01K
|
6.47K
$5.15M
|
|
|
Oct 20, 2022
Q3 2022
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-3- 0.26% |
$889 - $1.01K
|
1.14K
$903K
|
|
|
Oct 24, 2022
Q3 2022
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-3- 0.44% |
$889 - $1.01K
|
679
$541K
|
|
|
Nov 04, 2022
Q3 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-3- 0.03% |
$889 - $1.01K
|
9.78K
$7.79M
|
|
|
Nov 09, 2022
Q3 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-3- 1.55% |
$889 - $1.01K
|
191
$152K
|
|
|
Nov 10, 2022
Q3 2022
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-3- 0.18% |
$889 - $1.01K
|
1.67K
$1.33M
|
|
|
Nov 14, 2022
Q3 2022
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-3- 0.06% |
$889 - $1.01K
|
5.37K
$4.27M
|
|
|
Dec 12, 2022
Q3 2022
|
Insight Advisors, LLC
Newtown, PA |
SELL
|
- |
-3- 0.25% |
$889 - $1.01K
|
1.21K
$962K
|
|
|
Oct 11, 2022
Q3 2022
|
Trust CO
|
SELL
|
- |
-4- 0.35% |
$1.19K - $1.35K
|
1.14K
$906K
|
|
|
Oct 07, 2022
Q3 2022
|
Sanders Morris Harris LLC
|
SELL
|
- |
-4- 0.04% |
$1.19K - $1.35K
|
10K
$7.96M
|
|
|
Oct 13, 2022
Q3 2022
|
Autus Asset Management, LLC
|
SELL
|
- |
-4- 0.28% |
$1.19K - $1.35K
|
1.43K
$1.14M
|
|
|
Oct 27, 2022
Q3 2022
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-4- 0.19% |
$1.19K - $1.35K
|
2.07K
$1.65M
|
|
|
Nov 09, 2022
Q3 2022
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-4- 0.14% |
$1.19K - $1.35K
|
2.8K
$2.23M
|
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-4- 0.29% |
$1.19K - $1.35K
|
1.39K
$1.11M
|
|
|
Jun 13, 2023
Q3 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-4- 0.36% |
$1.19K - $1.35K
|
1.11K
$881K
|
|
|
Oct 03, 2022
Q3 2022
|
Lynch & Associates
|
SELL
|
- |
-5- 0.06% |
$1.48K - $1.69K
|
7.83K
$6.23M
|
|
|
Oct 12, 2022
Q3 2022
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-5- 0.78% |
$1.48K - $1.69K
|
639
$509K
|
|
|
Oct 31, 2022
Q3 2022
|
Bank Of The West
|
SELL
|
- |
-5- 0.31% |
$1.48K - $1.69K
|
1.63K
$1.3M
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-5- 25.0% |
$1.48K - $1.69K
|
15
$11.9K
|
|
|
Nov 04, 2022
Q3 2022
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-5- 0.76% |
$1.48K - $1.69K
|
653
$520K
|
|
|
Nov 08, 2022
Q3 2022
|
Somerville Kurt F
|
SELL
|
- |
-5- 0.09% |
$1.48K - $1.69K
|
5.53K
$4.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-5- 0.52% |
$1.48K - $1.69K
|
955
$760K
|
|
|
Nov 14, 2022
Q3 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-5- 0.4% |
$1.48K - $1.69K
|
1.24K
$987K
|
|
|
Oct 19, 2022
Q3 2022
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-6- 0.1% |
$1.78K - $2.03K
|
6.14K
$4.89M
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-6- 0.07% |
$1.78K - $2.03K
|
8.68K
$6.91M
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-6- 0.4% |
$1.78K - $2.03K
|
1.48K
$1.18M
|