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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2022
Q3 2022
|
Somerville Kurt F
|
SELL
|
- |
-5- 0.09% |
$1.48K - $1.69K
|
5.53K
$4.57M
|
|
|
Nov 14, 2022
Q3 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-5- 0.52% |
$1.48K - $1.69K
|
955
$790K
|
|
|
Nov 14, 2022
Q3 2022
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-5- 0.4% |
$1.48K - $1.69K
|
1.24K
$1.03M
|
|
|
Oct 19, 2022
Q3 2022
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-6- 0.1% |
$1.78K - $2.03K
|
6.14K
$5.08M
|
|
|
Nov 07, 2022
Q3 2022
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-6- 0.07% |
$1.78K - $2.03K
|
8.68K
$7.18M
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
SELL
|
- |
-6- 0.4% |
$1.78K - $2.03K
|
1.48K
$1.23M
|
|
|
Nov 09, 2022
Q3 2022
|
Holistic Financial Partners
|
SELL
|
- |
-6- 0.01% |
$1.78K - $2.03K
|
69.2K
$57.3M
|
|
|
Oct 17, 2022
Q3 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-7- 0.5% |
$2.08K - $2.37K
|
1.4K
$1.16M
|
|
|
Oct 25, 2022
Q3 2022
|
Field & Main Bank
|
SELL
|
- |
-7- 0.8% |
$2.08K - $2.37K
|
869
$719K
|
|
|
Nov 10, 2022
Q3 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-7- 0.09% |
$2.08K - $2.37K
|
7.69K
$6.37M
|
|
|
Nov 07, 2022
Q3 2022
|
Phoenix Wealth Advisors
|
SELL
|
- |
-8- 0.49% |
$2.37K - $2.7K
|
1.61K
$1.34M
|
|
|
Nov 10, 2022
Q3 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-8- 0.2% |
$2.37K - $2.7K
|
3.97K
$3.29M
|
|
|
Nov 14, 2022
Q3 2022
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-8- 0.36% |
$2.37K - $2.7K
|
2.19K
$1.81M
|
|
|
Oct 18, 2022
Q3 2022
|
Echo45 Advisors LLC
|
SELL
|
- |
-9- 1.2% |
$2.67K - $3.04K
|
744
$616K
|
|
|
Nov 01, 2022
Q3 2022
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-9- 0.41% |
$2.67K - $3.04K
|
2.16K
$1.79M
|
|
|
Nov 22, 2022
Q3 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-9- 1.2% |
$2.67K - $3.04K
|
740
$612K
|
|
|
Jul 17, 2024
Q3 2022
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-9- 1.39% |
$2.67K - $3.04K
|
640
$530K
|
|
|
Oct 17, 2022
Q3 2022
|
J2 Capital Management Inc
|
SELL
|
- |
-10- 0.85% |
$2.96K - $3.38K
|
1.17K
$965K
|
|
|
Oct 26, 2022
Q3 2022
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-10- 1.94% |
$2.96K - $3.38K
|
506
$419K
|
|
|
Oct 28, 2022
Q3 2022
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-10- 0.54% |
$2.96K - $3.38K
|
1.84K
$1.52M
|
|
|
Oct 31, 2022
Q3 2022
|
Opus Capital Group, LLC
|
SELL
|
- |
-10- 0.67% |
$2.96K - $3.38K
|
1.48K
$1.22M
|
|
|
Nov 04, 2022
Q3 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-10- 0.83% |
$2.96K - $3.38K
|
1.19K
$985K
|
|
|
Nov 07, 2022
Q3 2022
|
Berkshire Bank
|
SELL
|
- |
-10- 0.27% |
$2.96K - $3.38K
|
3.75K
$3.11M
|
|
|
Nov 09, 2022
Q3 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-10- 0.07% |
$2.96K - $3.38K
|
14.2K
$11.8M
|
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10- 0.03% |
$2.96K - $3.38K
|
29.7K
$24.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Holderness Investments CO
Greensboro, NC |
SELL
|
- |
-10- 1.37% |
$2.96K - $3.38K
|
720
$596K
|
|
|
Nov 15, 2022
Q3 2022
|
Bradley Mark J.
|
SELL
|
- |
-10- 0.06% |
$2.96K - $3.38K
|
17.8K
$14.7M
|
|
|
Oct 29, 2024
Q3 2022
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-10- 40.0% |
$2.96K - $3.38K
|
15
$12.4K
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-11- 0.04% |
$3.26K - $3.72K
|
29.4K
$24.3M
|
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-11- 0.99% |
$3.26K - $3.72K
|
1.1K
$909K
|
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
SELL
|
- |
-11- 0.14% |
$3.26K - $3.72K
|
8.04K
$6.66M
|
|
|
Nov 09, 2022
Q3 2022
|
Compass Financial Advisors LLC
|
SELL
|
- |
-11- 0.5% |
$3.26K - $3.72K
|
2.18K
$1.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-11- 1.46% |
$3.26K - $3.72K
|
740
$612K
|
|
|
Oct 20, 2022
Q3 2022
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-12- 1.38% |
$3.56K - $4.05K
|
855
$708K
|
|
|
Oct 25, 2022
Q3 2022
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-12- 0.73% |
$3.56K - $4.05K
|
1.63K
$1.35M
|
|
|
Nov 14, 2022
Q3 2022
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-12- 1.05% |
$3.56K - $4.05K
|
1.13K
$938K
|
|
|
Nov 04, 2022
Q3 2022
|
Sierra Capital LLC
|
SELL
|
- |
-13- 4.13% |
$3.85K - $4.39K
|
302
$250K
|
|
|
Aug 07, 2024
Q3 2022
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-13- 9.63% |
$3.85K - $4.39K
|
122
$101K
|
|
|
Oct 17, 2022
Q3 2022
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-14- 0.3% |
$4.15K - $4.73K
|
4.66K
$3.85M
|
|
|
Nov 10, 2022
Q3 2022
|
Pictet & Cie (Europe) Sa
|
SELL
|
- |
-14- 0.36% |
$4.15K - $4.73K
|
3.83K
$3.17M
|
|
|
Oct 14, 2022
Q3 2022
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-15- 0.56% |
$4.45K - $5.07K
|
2.65K
$2.2M
|
|
|
Oct 17, 2022
Q3 2022
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-15- 0.31% |
$4.45K - $5.07K
|
4.79K
$3.96M
|
|
|
Nov 07, 2022
Q3 2022
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-15- 0.68% |
$4.45K - $5.07K
|
2.19K
$1.81M
|
|
|
Nov 10, 2022
Q3 2022
|
Campion Asset Management
|
SELL
|
- |
-15- 0.39% |
$4.45K - $5.07K
|
3.8K
$3.14M
|
|
|
Nov 10, 2022
Q3 2022
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-15- -0.0% |
$4.45K - $5.07K
|
816K
$675M
|
|
|
Nov 14, 2022
Q3 2022
|
Ballast Advisors LLC
|
SELL
|
- |
-15- 1.63% |
$4.45K - $5.07K
|
905
$749K
|
|
|
Oct 24, 2022
Q3 2022
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-16- 0.73% |
$4.74K - $5.41K
|
2.18K
$1.8M
|
|
|
Oct 14, 2022
Q3 2022
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-17- 0.48% |
$5.04K - $5.74K
|
3.51K
$2.9M
|
|
|
Oct 24, 2022
Q3 2022
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-17- 1.61% |
$5.04K - $5.74K
|
1.04K
$861K
|
|
|
Oct 24, 2022
Q3 2022
|
Sage Rhino Capital LLC
|
SELL
|
- |
-17- 0.79% |
$5.04K - $5.74K
|
2.13K
$1.77M
|