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 |
|---|---|---|---|---|---|---|---|
|
Mar 23, 2022
Q4 2021
|
City State Bank
Norwalk, IA |
BUY
|
- |
43+ 1.02% |
$9.67K - $12K
|
4.26K
$3.26M
|
|
|
Nov 07, 2023
Q4 2021
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
43+ 1.53% |
$9.67K - $12K
|
2.85K
$2.19M
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
42+ 0.25% |
$9.44K - $11.7K
|
17K
$13M
|
|
|
Feb 23, 2022
Q4 2021
|
Dividend Assets Capital, LLC
|
BUY
|
- |
40+ 2.62% |
$8.99K - $11.2K
|
1.57K
$1.2M
|
|
|
Feb 09, 2022
Q4 2021
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
40New |
$8.99K - $11.2K
|
40
$30.7K
|
|
|
Feb 08, 2022
Q4 2021
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
40New |
$8.99K - $11.2K
|
40
$30.7K
|
|
|
Feb 04, 2022
Q4 2021
|
Advisor Os, LLC
|
BUY
|
- |
38+ 3.46% |
$8.54K - $10.6K
|
1.14K
$870K
|
|
|
Feb 08, 2022
Q4 2021
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
37+ 0.24% |
$8.32K - $10.3K
|
15.8K
$12.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Clari Vest Asset Management LLC
San Diego, CA |
BUY
|
- |
37New |
$8.32K - $10.3K
|
37
$28.4K
|
|
|
Jan 18, 2022
Q4 2021
|
Hnp Capital LLC
|
BUY
|
- |
36+ 0.78% |
$8.09K - $10K
|
4.67K
$3.58M
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
36+ 0.78% |
$8.09K - $10K
|
4.67K
$3.58M
|
|
|
Jan 12, 2022
Q4 2021
|
Bridge Creek Capital Management LLC
|
BUY
|
- |
35+ 0.69% |
$7.87K - $9.77K
|
5.11K
$3.92M
|
|
|
Feb 14, 2022
Q4 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
35+ 1.5% |
$7.87K - $9.77K
|
2.36K
$1.81M
|
|
|
Jan 19, 2022
Q4 2021
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
35+ 2.0% |
$7.87K - $9.77K
|
1.79K
$1.37M
|
|
|
Jan 14, 2022
Q4 2021
|
Carlson Capital Management
|
BUY
|
- |
34+ 0.85% |
$7.64K - $9.49K
|
4.02K
$3.08M
|
|
|
Jan 10, 2022
Q4 2021
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
34+ 3.15% |
$7.64K - $9.49K
|
1.11K
$853K
|
|
|
Feb 14, 2022
Q4 2021
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
33+ 1.93% |
$7.42K - $9.21K
|
1.74K
$1.33M
|
|
|
Jan 19, 2022
Q4 2021
|
Wealth Architects, LLC
|
BUY
|
- |
32+ 2.15% |
$7.2K - $8.93K
|
1.52K
$1.17M
|
|
|
Feb 09, 2022
Q4 2021
|
Evoke Wealth, LLC
|
BUY
|
- |
32+ 2.18% |
$7.2K - $8.93K
|
1.5K
$1.15M
|
|
|
Feb 09, 2022
Q4 2021
|
Saturna Capital Corp
Bellingham, WA |
BUY
|
- |
32+ 0.0% |
$7.2K - $8.93K
|
920K
$706M
|
|
|
Jan 07, 2022
Q4 2021
|
Mc Adam, LLC
|
BUY
|
- |
31+ 3.37% |
$6.97K - $8.65K
|
951
$729K
|
|
|
Jan 19, 2022
Q4 2021
|
Curbstone Financial Management Corp
|
BUY
|
- |
30+ 0.31% |
$6.75K - $8.37K
|
9.7K
$7.43M
|
|
|
Feb 07, 2022
Q4 2021
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
30+ 2.13% |
$6.75K - $8.37K
|
1.44K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
29+ 0.64% |
$6.52K - $8.09K
|
4.53K
$3.47M
|
|
|
Feb 10, 2022
Q4 2021
|
First Business Financial Services, Inc.
|
BUY
|
- |
28+ 0.49% |
$6.3K - $7.81K
|
5.79K
$4.44M
|
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
28+ 0.41% |
$6.3K - $7.81K
|
6.93K
$5.31M
|
|
|
Jan 28, 2022
Q4 2021
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
26+ 1.2% |
$5.85K - $7.26K
|
2.19K
$1.68M
|
|
|
Jan 19, 2022
Q4 2021
|
Strategic Capital Advisers, Inc.
|
BUY
|
- |
26+ 0.18% |
$5.85K - $7.26K
|
14.7K
$11.3M
|
|
|
Jan 31, 2022
Q4 2021
|
Klingman & Associates, LLC
|
BUY
|
- |
26+ 2.69% |
$5.85K - $7.26K
|
991
$760K
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
BUY
|
- |
26+ 0.25% |
$5.85K - $7.26K
|
10.6K
$8.13M
|
|
|
Feb 14, 2022
Q4 2021
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
26+ 1.25% |
$5.85K - $7.26K
|
2.1K
$1.61M
|
|
|
Feb 04, 2022
Q4 2021
|
Souders Financial Advisors
|
BUY
|
- |
26+ 2.87% |
$5.85K - $7.26K
|
932
$714K
|
|
|
Feb 14, 2022
Q4 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
26+ 1.39% |
$5.85K - $7.26K
|
1.9K
$1.45M
|
|
|
Jan 21, 2022
Q4 2021
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
25+ 0.83% |
$5.62K - $6.98K
|
3.02K
$2.32M
|
|
|
Feb 09, 2022
Q4 2021
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
25+ 1.42% |
$5.62K - $6.98K
|
1.79K
$1.37M
|
|
|
Jan 28, 2022
Q4 2021
|
Suncoast Equity Management
|
BUY
|
- |
25+ 0.51% |
$5.62K - $6.98K
|
4.92K
$3.77M
|
|
|
Jan 28, 2022
Q4 2021
|
American Research & Management Co.
|
BUY
|
- |
25+ 9.69% |
$5.62K - $6.98K
|
283
$217K
|
|
|
Jan 26, 2022
Q4 2021
|
Howland Capital Management LLC
|
BUY
|
- |
25+ 0.58% |
$5.62K - $6.98K
|
4.32K
$3.31M
|
|
|
Feb 14, 2022
Q4 2021
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
25+ 39.06% |
$5.62K - $6.98K
|
89
$68.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
25+ 0.18% |
$5.62K - $6.98K
|
14.3K
$10.9M
|
|
|
Feb 09, 2022
Q4 2021
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
24+ 0.77% |
$5.4K - $6.7K
|
3.14K
$2.4M
|
|
|
Feb 10, 2022
Q4 2021
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
24+ 0.17% |
$5.4K - $6.7K
|
14.1K
$10.8M
|
|
|
Feb 14, 2022
Q4 2021
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
24+ 17.39% |
$5.4K - $6.7K
|
162
$124K
|
|
|
Feb 10, 2022
Q4 2021
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
23+ 2.34% |
$5.17K - $6.42K
|
1K
$770K
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
23+ 0.67% |
$5.17K - $6.42K
|
3.45K
$2.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Wms Partners, LLC
|
BUY
|
- |
22+ 0.6% |
$4.95K - $6.14K
|
3.66K
$2.81M
|
|
|
Feb 10, 2022
Q4 2021
|
Zhang Financial LLC
|
BUY
|
- |
21+ 2.39% |
$4.72K - $5.86K
|
899
$689K
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
21+ 0.55% |
$4.72K - $5.86K
|
3.81K
$2.92M
|
|
|
Jan 13, 2022
Q4 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
21New |
$4.72K - $5.86K
|
21
$16.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
21+ 0.09% |
$4.72K - $5.86K
|
22.8K
$17.5M
|