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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2023
Q4 2022
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
684New |
$220K - $256K
|
684
$540K
|
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
682+ 7.11% |
$219K - $256K
|
10.3K
$8.11M
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
682+ 61.83% |
$219K - $256K
|
1.79K
$1.41M
|
|
|
Feb 09, 2023
Q4 2022
|
Detalus Advisors, LLC
|
BUY
|
- |
680New |
$219K - $255K
|
680
$537K
|
|
|
Feb 03, 2023
Q4 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
679+ 28.13% |
$218K - $254K
|
3.09K
$2.44M
|
|
|
Feb 27, 2023
Q4 2022
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
677New |
$218K - $254K
|
677
$534K
|
|
|
Feb 15, 2023
Q4 2022
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
675New |
$217K - $253K
|
675
$533K
|
|
|
Feb 10, 2023
Q4 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
674+ 9.43% |
$217K - $253K
|
7.82K
$6.17M
|
|
|
Sep 12, 2023
Q4 2022
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
671New |
$216K - $251K
|
671
$530K
|
|
|
Jan 27, 2023
Q4 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
670+ 72.83% |
$215K - $251K
|
1.59K
$1.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
670+ 2.58% |
$215K - $251K
|
26.6K
$21M
|
|
|
Feb 16, 2023
Q4 2022
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
669New |
$215K - $251K
|
669
$528K
|
|
|
Feb 14, 2023
Q4 2022
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
667New |
$214K - $250K
|
667
$526K
|
|
|
Jan 03, 2023
Q4 2022
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
665+ 52.16% |
$214K - $249K
|
1.94K
$1.53M
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
665+ 37.76% |
$214K - $249K
|
2.43K
$1.91M
|
|
|
Jan 17, 2023
Q4 2022
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
663New |
$213K - $248K
|
663
$523K
|
|
|
Jan 17, 2023
Q4 2022
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
663New |
$213K - $248K
|
663
$523K
|
|
|
Jan 10, 2023
Q4 2022
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
662New |
$213K - $248K
|
662
$523K
|
|
|
Feb 02, 2023
Q4 2022
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
657+ 104.29% |
$211K - $246K
|
1.29K
$1.02M
|
|
|
Sep 15, 2023
Q4 2022
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
655+ 94.24% |
$211K - $245K
|
1.35K
$1.07M
|
|
|
Feb 07, 2023
Q4 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
652+ 5.02% |
$210K - $244K
|
13.6K
$10.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Premier Asset Management LLC
Chicago, IL |
BUY
|
- |
650+ 35.23% |
$209K - $244K
|
2.5K
$1.97M
|
|
|
Apr 14, 2023
Q4 2022
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
650New |
$209K - $244K
|
650
$513K
|
|
|
Jan 20, 2023
Q4 2022
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
648+ 97.15% |
$208K - $243K
|
1.32K
$1.04M
|
|
|
Feb 09, 2023
Q4 2022
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
BUY
|
- |
644New |
$207K - $241K
|
644
$508K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
BUY
|
- |
643+ 5.89% |
$207K - $241K
|
11.6K
$9.13M
|
|
|
Feb 06, 2023
Q4 2022
|
1900 Wealth Management LLC
|
BUY
|
- |
640New |
$206K - $240K
|
640
$505K
|
|
|
Feb 09, 2023
Q4 2022
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
640New |
$206K - $240K
|
640
$505K
|
|
|
Feb 13, 2023
Q4 2022
|
Kercheville Advisors, LLC
|
BUY
|
- |
640New |
$206K - $240K
|
640
$505K
|
|
|
Jan 23, 2023
Q4 2022
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
638+ 68.9% |
$205K - $239K
|
1.56K
$1.23M
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
636+ 11.68% |
$205K - $238K
|
6.08K
$4.8M
|
|
|
Feb 08, 2023
Q4 2022
|
Keating Investment Counselors Inc
|
BUY
|
- |
635New |
$204K - $238K
|
635
$501K
|
|
|
Feb 14, 2023
Q4 2022
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
635+ 64.01% |
$204K - $238K
|
1.63K
$1.28M
|
|
|
Feb 14, 2023
Q4 2022
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
634New |
$204K - $238K
|
634
$500K
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
633New |
$204K - $237K
|
633
$500K
|
|
|
Feb 07, 2023
Q4 2022
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
630New |
$203K - $236K
|
630
$497K
|
|
|
Jan 19, 2023
Q4 2022
|
Asset Dedication, LLC
|
BUY
|
- |
629+ 32.49% |
$202K - $236K
|
2.57K
$2.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
629+ 26.94% |
$202K - $236K
|
2.96K
$2.34M
|
|
|
Jan 23, 2023
Q4 2022
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
627New |
$202K - $235K
|
627
$495K
|
|
|
Jan 25, 2023
Q4 2022
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
623New |
$200K - $233K
|
623
$492K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
622+ 2.84% |
$200K - $233K
|
22.5K
$17.8M
|
|
|
Jan 11, 2023
Q4 2022
|
Cairn Investment Group, Inc.
|
BUY
|
- |
621+ 17.15% |
$200K - $233K
|
4.24K
$3.35M
|
|
|
Jan 06, 2023
Q4 2022
|
Legacy Private Trust Co.
|
BUY
|
- |
620+ 12.4% |
$199K - $232K
|
5.62K
$4.44M
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
619New |
$199K - $232K
|
619
$489K
|
|
|
Jan 26, 2023
Q4 2022
|
Financial Council Asset Management Inc
|
BUY
|
- |
616New |
$198K - $231K
|
616
$486K
|
|
|
Feb 08, 2023
Q4 2022
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
616New |
$198K - $231K
|
616
$486K
|
|
|
Feb 10, 2023
Q4 2022
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
616+ 8.75% |
$198K - $231K
|
7.65K
$6.04M
|
|
|
Feb 08, 2023
Q4 2022
|
Cohen Lawrence B
Boston, MA |
BUY
|
- |
615New |
$198K - $230K
|
615
$485K
|
|
|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
614+ 74.7% |
$197K - $230K
|
1.44K
$1.13M
|
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
BUY
|
- |
611New |
$196K - $229K
|
611
$482K
|