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
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
1.06KNew |
$239K - $297K
|
1.06K
$816K
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
1.06K+ 34.26% |
$239K - $297K
|
4.17K
$3.19M
|
|
|
May 09, 2022
Q4 2021
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
1.06KNew |
$239K - $296K
|
1.06K
$813K
|
|
|
Feb 04, 2022
Q4 2021
|
Copperwynd Financial, LLC
|
BUY
|
- |
1.06KNew |
$238K - $296K
|
1.06K
$813K
|
|
|
Feb 02, 2022
Q4 2021
|
Ignite Planners, LLC
|
BUY
|
- |
1.04KNew |
$235K - $291K
|
1.04K
$800K
|
|
|
Feb 11, 2022
Q4 2021
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
1.03K+ 32.28% |
$232K - $288K
|
4.23K
$3.24M
|
|
|
Feb 11, 2022
Q4 2021
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.03KNew |
$231K - $286K
|
1.03K
$787K
|
|
|
Jan 12, 2022
Q4 2021
|
Private Capital Management LLC
|
BUY
|
- |
1.02KNew |
$229K - $284K
|
1.02K
$780K
|
|
|
May 03, 2023
Q4 2021
|
Kilter Howling LLC
Boulder, CO |
BUY
|
- |
1.02KNew |
$228K - $284K
|
1.02K
$779K
|
|
|
Jan 18, 2022
Q4 2021
|
Ritholtz Wealth Management
|
BUY
|
- |
1.01K+ 24.86% |
$227K - $282K
|
5.07K
$3.89M
|
|
|
Feb 11, 2022
Q4 2021
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
1.01K+ 9.01% |
$227K - $281K
|
12.2K
$9.35M
|
|
|
Feb 04, 2022
Q4 2021
|
Investment Partners, Ltd.
|
BUY
|
- |
1.01K+ 17.31% |
$226K - $281K
|
6.82K
$5.23M
|
|
|
Feb 10, 2022
Q4 2021
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1KNew |
$226K - $280K
|
1K
$769K
|
|
|
Feb 08, 2022
Q4 2021
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
1KNew |
$226K - $280K
|
1K
$769K
|
|
|
Feb 03, 2022
Q4 2021
|
Xcel Wealth Management, LLC
|
BUY
|
- |
1K+ 54.7% |
$225K - $279K
|
2.83K
$2.17M
|
|
|
Jan 06, 2022
Q4 2021
|
Canton Hathaway, LLC
|
BUY
|
- |
1K+ 145.99% |
$225K - $279K
|
1.69K
$1.29M
|
|
|
Feb 16, 2022
Q4 2021
|
Mendel Capital Management LLC
|
BUY
|
- |
1KNew |
$225K - $279K
|
1K
$767K
|
|
|
Feb 03, 2022
Q4 2021
|
Todd Asset Management LLC
|
BUY
|
- |
1KNew |
$225K - $279K
|
1K
$767K
|
|
|
Jan 26, 2022
Q4 2021
|
Financial Advantage, Inc.
|
BUY
|
- |
1KNew |
$225K - $279K
|
1K
$767K
|
|
|
Feb 08, 2022
Q4 2021
|
R.M.Sincerbeaux Capital Management LLC
|
BUY
|
- |
1K+ 19.23% |
$225K - $279K
|
6.2K
$4.75M
|
|
|
Feb 10, 2022
Q4 2021
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
1KNew |
$225K - $279K
|
1K
$767K
|
|
|
Feb 11, 2022
Q4 2021
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
993New |
$223K - $277K
|
993
$761K
|
|
|
Jun 08, 2022
Q4 2021
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
990New |
$223K - $276K
|
990
$759K
|
|
|
Aug 26, 2022
Q4 2021
|
Heritage Financial Services, LLC
|
BUY
|
- |
990New |
$223K - $276K
|
990
$759K
|
|
|
Feb 14, 2022
Q4 2021
|
Private Portfolio Partners LLC
|
BUY
|
- |
978New |
$220K - $273K
|
978
$750K
|
|
|
Feb 10, 2022
Q4 2021
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
960New |
$216K - $268K
|
960
$736K
|
|
|
Feb 14, 2022
Q4 2021
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
959+ 100.42% |
$216K - $268K
|
1.91K
$1.47M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
950New |
$214K - $265K
|
950
$728K
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
948+ 16.86% |
$213K - $265K
|
6.57K
$5.04M
|
|
|
Feb 14, 2022
Q4 2021
|
Hancock Whitney Investment Services Inc.
New Orleans, LA |
BUY
|
- |
931New |
$209K - $260K
|
931
$714K
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
927New |
$208K - $259K
|
927
$711K
|
|
|
Jan 18, 2022
Q4 2021
|
Bcs Wealth Management
|
BUY
|
- |
926+ 18.71% |
$208K - $258K
|
5.87K
$4.5M
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
924+ 0.48% |
$208K - $258K
|
194K
$149M
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
924+ 0.48% |
$208K - $258K
|
194K
$149M
|
|
|
Jan 28, 2022
Q4 2021
|
Highland Capital Management, LLC
|
BUY
|
- |
922+ 9.33% |
$207K - $257K
|
10.8K
$8.28M
|
|
|
Feb 15, 2022
Q4 2021
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
920+ 0.92% |
$207K - $257K
|
101K
$77.6M
|
|
|
Feb 28, 2022
Q4 2021
|
Echo45 Advisors LLC
|
BUY
|
- |
916New |
$206K - $256K
|
916
$702K
|
|
|
Jan 12, 2022
Q4 2021
|
Fusion Capital, LLC
|
BUY
|
- |
908+ 3.76% |
$204K - $253K
|
25.1K
$19.2M
|
|
|
Feb 15, 2022
Q4 2021
|
First Affirmative Financial Network
|
BUY
|
- |
905New |
$203K - $253K
|
905
$694K
|
|
|
Mar 18, 2022
Q4 2021
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
904New |
$203K - $252K
|
904
$693K
|
|
|
Feb 10, 2022
Q4 2021
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
904New |
$203K - $252K
|
904
$693K
|
|
|
Feb 14, 2022
Q4 2021
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
902New |
$203K - $252K
|
902
$691K
|
|
|
Feb 10, 2022
Q4 2021
|
Barnes Pettey Financial Advisors, LLC
|
BUY
|
- |
900New |
$202K - $251K
|
900
$690K
|
|
|
Feb 14, 2022
Q4 2021
|
Quaker Wealth Management, LLC
|
BUY
|
- |
896New |
$201K - $250K
|
896
$687K
|
|
|
Feb 14, 2022
Q4 2021
|
Quantamental Technologies LLC
White Plains, NY |
BUY
|
- |
887New |
$199K - $248K
|
887
$680K
|
|
|
May 06, 2022
Q4 2021
|
Empirical Asset Management, LLC
|
BUY
|
- |
878New |
$197K - $245K
|
878
$673K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
876+ 11.38% |
$197K - $244K
|
8.57K
$6.57M
|
|
|
Jan 19, 2022
Q4 2021
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
875+ 20.19% |
$197K - $244K
|
5.21K
$3.99M
|
|
|
Jan 26, 2022
Q4 2021
|
Center Star Asset Management, LLC
|
BUY
|
- |
874+ 219.05% |
$197K - $244K
|
1.27K
$976K
|
|
|
Feb 07, 2022
Q4 2021
|
Sweet Financial Partners, LLC
|
BUY
|
- |
874New |
$197K - $244K
|
874
$670K
|