Purchases and Sales Made in Q4 2021 in Eli Lilly & CO (LLY)
This table provides information about the institutional ownership of Eli Lilly & CO (LLY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
1.35KNew |
$303K - $376K
|
1.35K
$1.03M
|
|
|
Feb 01, 2022
Q4 2021
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
1.35KNew |
$303K - $376K
|
1.35K
$1.03M
|
|
|
Nov 22, 2024
Q4 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
1.34K+ 3.31% |
$302K - $375K
|
41.9K
$32.1M
|
|
|
Feb 11, 2022
Q4 2021
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
1.33K+ 6.92% |
$300K - $372K
|
20.6K
$15.8M
|
|
|
Feb 07, 2022
Q4 2021
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
1.33KNew |
$298K - $370K
|
1.33K
$1.02M
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.31K+ 43.79% |
$295K - $366K
|
4.31K
$3.3M
|
|
|
Feb 11, 2022
Q4 2021
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
1.3K+ 25.09% |
$293K - $364K
|
6.5K
$4.98M
|
|
|
May 13, 2022
Q4 2021
|
Mechanics Financial Corp
|
BUY
|
- |
1.3KNew |
$292K - $363K
|
1.3K
$997K
|
|
|
Jan 28, 2022
Q4 2021
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
1.28K+ 9.65% |
$288K - $357K
|
14.6K
$11.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
1.27KNew |
$286K - $355K
|
1.27K
$977K
|
|
|
Jan 21, 2022
Q4 2021
|
Everhart Financial Group, Inc.
|
BUY
|
- |
1.26KNew |
$283K - $352K
|
1.26K
$966K
|
|
|
Jan 20, 2022
Q4 2021
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
1.26KNew |
$283K - $352K
|
1.26K
$966K
|
|
|
Feb 14, 2022
Q4 2021
|
Ossiam
Paris, I0 |
BUY
|
- |
1.26K+ 5.59% |
$283K - $351K
|
23.8K
$18.2M
|
|
|
Jan 28, 2022
Q4 2021
|
Dgs Capital Management, LLC
|
BUY
|
- |
1.25KNew |
$280K - $348K
|
1.25K
$955K
|
|
|
Feb 11, 2022
Q4 2021
|
Rgt Wealth Advisors, LLC
|
BUY
|
- |
1.23KNew |
$276K - $343K
|
1.23K
$941K
|
|
|
Feb 07, 2022
Q4 2021
|
Black Diamond Financial, LLC
|
BUY
|
- |
1.22KNew |
$275K - $341K
|
1.22K
$937K
|
|
|
Jan 24, 2022
Q4 2021
|
Ellevest, Inc.
|
BUY
|
- |
1.21K+ 226.31% |
$273K - $338K
|
1.75K
$1.34M
|
|
|
Jan 31, 2022
Q4 2021
|
Altium Wealth Management LLC
|
BUY
|
- |
1.21K+ 22.7% |
$273K - $338K
|
6.55K
$5.02M
|
|
|
Feb 15, 2022
Q4 2021
|
Sentinel Trust CO Lba
Houston, TX |
BUY
|
- |
1.2KNew |
$270K - $335K
|
1.2K
$920K
|
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
1.2KNew |
$270K - $335K
|
1.2K
$919K
|
|
|
Feb 14, 2022
Q4 2021
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
1.2K+ 16.54% |
$269K - $334K
|
8.44K
$6.47M
|
|
|
Apr 29, 2022
Q4 2021
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.2KNew |
$269K - $334K
|
1.2K
$918K
|
|
|
Feb 17, 2022
Q4 2021
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
1.2KNew |
$269K - $334K
|
1.2K
$918K
|
|
|
Feb 23, 2022
Q4 2021
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
1.2KNew |
$269K - $333K
|
1.2K
$916K
|
|
|
Feb 14, 2022
Q4 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
1.19K+ 23.42% |
$267K - $331K
|
6.25K
$4.79M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
1.18KNew |
$265K - $329K
|
1.18K
$903K
|
|
|
Feb 14, 2022
Q4 2021
|
Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.17K+ 27.41% |
$263K - $327K
|
5.44K
$4.17M
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
1.17K+ 41.99% |
$262K - $325K
|
3.94K
$3.02M
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
1.16K+ 28.64% |
$260K - $323K
|
5.19K
$3.98M
|
|
|
Feb 14, 2022
Q4 2021
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
1.15KNew |
$259K - $322K
|
1.15K
$885K
|
|
|
Feb 15, 2022
Q4 2021
|
Mainstay Capital Management LLC
|
BUY
|
- |
1.15KNew |
$258K - $321K
|
1.15K
$881K
|
|
|
Feb 10, 2022
Q4 2021
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
1.15KNew |
$258K - $320K
|
1.15K
$879K
|
|
|
Feb 01, 2022
Q4 2021
|
Agf Investments Inc.
Toronto, A6 |
BUY
|
- |
1.14K+ 48.55% |
$256K - $317K
|
3.48K
$2.67M
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.13K+ 1.84% |
$255K - $316K
|
62.6K
$48M
|
|
|
Feb 08, 2022
Q4 2021
|
Carson Advisory Inc.
|
BUY
|
- |
1.13KNew |
$254K - $315K
|
1.13K
$866K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.12K+ 33.39% |
$252K - $313K
|
4.48K
$3.43M
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.11KNew |
$250K - $311K
|
1.11K
$853K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1.11K+ 18.99% |
$249K - $309K
|
6.95K
$5.33M
|
|
|
Feb 15, 2022
Q4 2021
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
1.11K+ 22.47% |
$249K - $309K
|
6.05K
$4.63M
|
|
|
Jan 25, 2022
Q4 2021
|
Cva Family Office, LLC
|
BUY
|
- |
1.11K+ 101.75% |
$248K - $308K
|
2.19K
$1.68M
|
|
|
Feb 02, 2022
Q4 2021
|
Slate Stone Wealth, LLC
|
BUY
|
- |
1.11K+ 40.05% |
$248K - $308K
|
3.86K
$2.96M
|
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
1.1KNew |
$248K - $308K
|
1.1K
$846K
|
|
|
Feb 14, 2022
Q4 2021
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
1.09KNew |
$246K - $305K
|
1.09K
$837K
|
|
|
Feb 09, 2023
Q4 2021
|
Arga Investment Management, LP
|
BUY
|
- |
1.08K+ 30.59% |
$243K - $301K
|
4.61K
$3.53M
|
|
|
Feb 07, 2022
Q4 2021
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
1.08KNew |
$242K - $301K
|
1.08K
$826K
|
|
|
Feb 14, 2022
Q4 2021
|
Thrive Wealth Management, LLC
|
BUY
|
- |
1.08KNew |
$242K - $300K
|
1.08K
$824K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1.07K+ 4.96% |
$241K - $299K
|
22.7K
$17.4M
|
|
|
Feb 14, 2022
Q4 2021
|
Siemens Fonds Invest Gmb H
Munich, 2M |
BUY
|
- |
1.07K+ 5.29% |
$241K - $299K
|
21.3K
$16.3M
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
1.07KNew |
$240K - $298K
|
1.07K
$819K
|
|
|
Feb 14, 2022
Q4 2021
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.07KNew |
$239K - $297K
|
1.07K
$816K
|