Purchases and Sales Made in Q4 2022 in Eli Lilly & CO (LLY)
This table provides information about the institutional ownership of Eli Lilly & CO (LLY) during Q4 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 |
---|---|---|---|---|---|---|---|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.26K+ 10.75% |
$405K - $472K
|
13K
$10.2M
|
|
Feb 14, 2023
Q4 2022
|
Capital Management Associates
New York, NY |
BUY
|
- |
1.25K+ 50.0% |
$402K - $468K
|
3.75K
$2.95M
|
|
Jan 13, 2023
Q4 2022
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
1.25K+ 5.46% |
$400K - $466K
|
24K
$18.9M
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.24K+ 56.19% |
$398K - $464K
|
3.44K
$2.71M
|
|
Feb 14, 2023
Q4 2022
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
1.23KNew |
$396K - $461K
|
1.23K
$968K
|
|
Feb 06, 2023
Q4 2022
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
1.22K+ 67.91% |
$393K - $458K
|
3.02K
$2.38M
|
|
Feb 23, 2023
Q4 2022
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
1.22KNew |
$393K - $458K
|
1.22K
$962K
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1.22KNew |
$392K - $457K
|
1.22K
$960K
|
|
May 04, 2023
Q4 2022
|
Cm Wealth Advisors LLC
Beachwood, OH |
BUY
|
- |
1.2KNew |
$386K - $450K
|
1.2K
$944K
|
|
Feb 14, 2023
Q4 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.19K+ 3.71% |
$384K - $447K
|
33.4K
$26.3M
|
|
Feb 10, 2023
Q4 2022
|
Divergent Wealth Advisors
|
BUY
|
- |
1.19KNew |
$382K - $445K
|
1.19K
$936K
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
1.18K+ 24.06% |
$380K - $443K
|
6.1K
$4.8M
|
|
Feb 14, 2023
Q4 2022
|
Schonfeld Strategic Advisors LLC
New York, NY |
BUY
|
- |
1.18K+ 27.51% |
$380K - $443K
|
5.48K
$4.31M
|
|
Feb 14, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.18K+ 10.76% |
$379K - $442K
|
12.1K
$9.55M
|
|
Feb 09, 2023
Q4 2022
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
1.17KNew |
$377K - $439K
|
1.17K
$923K
|
|
Feb 02, 2023
Q4 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.17K+ 7.95% |
$377K - $439K
|
15.9K
$12.5M
|
|
Apr 03, 2023
Q4 2022
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
1.17KNew |
$376K - $438K
|
1.17K
$921K
|
|
Feb 15, 2023
Q4 2022
|
Rmr Wealth Builders
|
BUY
|
- |
1.17KNew |
$376K - $438K
|
1.17K
$919K
|
|
Jan 30, 2023
Q4 2022
|
High Tower Trust Services, Lta
|
BUY
|
- |
1.17K+ 15.77% |
$375K - $437K
|
8.56K
$6.74M
|
|
Feb 10, 2023
Q4 2022
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.16KNew |
$374K - $435K
|
1.16K
$914K
|
|
Jan 25, 2023
Q4 2022
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
1.16KNew |
$372K - $434K
|
1.16K
$911K
|
|
Feb 13, 2023
Q4 2022
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.15KNew |
$371K - $432K
|
1.15K
$908K
|
|
Feb 14, 2023
Q4 2022
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
1.15K+ 115400.0% |
$371K - $432K
|
1.16K
$909K
|
|
Feb 06, 2023
Q4 2022
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
1.15KNew |
$369K - $430K
|
1.15K
$903K
|
|
Feb 06, 2023
Q4 2022
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
1.15K+ 231.78% |
$368K - $429K
|
1.64K
$1.29M
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.14KNew |
$366K - $426K
|
1.14K
$895K
|
|
Feb 14, 2023
Q4 2022
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
1.1K+ 11.46% |
$355K - $414K
|
10.7K
$8.45M
|
|
Jan 27, 2023
Q4 2022
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
1.1K+ 30.44% |
$355K - $413K
|
4.73K
$3.72M
|
|
Feb 13, 2023
Q4 2022
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
1.1K+ 14.49% |
$353K - $412K
|
8.68K
$6.83M
|
|
Jan 30, 2023
Q4 2022
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
1.09K+ 37.76% |
$351K - $409K
|
3.98K
$3.14M
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
BUY
|
- |
1.09KNew |
$350K - $408K
|
1.09K
$856K
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.09K+ 5.82% |
$349K - $407K
|
19.7K
$15.5M
|
|
Jan 30, 2023
Q4 2022
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1.06KNew |
$340K - $396K
|
1.06K
$832K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
1.06K+ 101.15% |
$340K - $396K
|
2.1K
$1.65M
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.05KNew |
$339K - $395K
|
1.05K
$829K
|
|
Feb 08, 2023
Q4 2022
|
Moreno Evelyn V
Boston, MA |
BUY
|
- |
1.05K+ 78.89% |
$338K - $393K
|
2.38K
$1.87M
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
BUY
|
- |
1.05K+ 139.97% |
$337K - $392K
|
1.8K
$1.41M
|
|
Feb 01, 2023
Q4 2022
|
North Rock Partners, LLC
|
BUY
|
- |
1.04K+ 25.2% |
$335K - $391K
|
5.18K
$4.08M
|
|
Feb 14, 2023
Q4 2022
|
Atom Investors LP
Austin, TX |
BUY
|
- |
1.04KNew |
$333K - $389K
|
1.04K
$816K
|
|
Feb 10, 2023
Q4 2022
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
1.03K+ 103.0% |
$331K - $386K
|
2.03K
$1.6M
|
|
Feb 14, 2023
Q4 2022
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
1.03KNew |
$331K - $386K
|
1.03K
$811K
|
|
Feb 09, 2023
Q4 2022
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
1.02KNew |
$329K - $384K
|
1.02K
$806K
|
|
Feb 17, 2023
Q4 2022
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
1.02KNew |
$328K - $382K
|
1.02K
$803K
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
1.02K+ 31.65% |
$327K - $381K
|
4.23K
$3.33M
|
|
Feb 15, 2023
Q4 2022
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
1.02KNew |
$327K - $381K
|
1.02K
$800K
|
|
Jan 11, 2023
Q4 2022
|
Stonnington Group, LLC
|
BUY
|
- |
1.01K+ 15.57% |
$323K - $377K
|
7.47K
$5.88M
|
|
Feb 13, 2023
Q4 2022
|
Mirova
Paris, I0 |
BUY
|
- |
1K+ 3.61% |
$323K - $376K
|
28.8K
$22.7M
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
1K+ 8.99% |
$322K - $375K
|
12.1K
$9.56M
|
|
Jan 17, 2023
Q4 2022
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
998New |
$321K - $374K
|
998
$785K
|
|
Jan 18, 2023
Q4 2022
|
Mckinley Capital Management LLC
|
BUY
|
- |
991+ 22.99% |
$319K - $371K
|
5.3K
$4.17M
|