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 |
---|---|---|---|---|---|---|---|
Jan 18, 2023
Q4 2022
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
614+ 74.7% |
$197K - $230K
|
1.44K
$1.21M
|
|
Jan 27, 2023
Q4 2022
|
Advisory Resource Group
|
BUY
|
- |
611New |
$196K - $229K
|
611
$516K
|
|
Jan 31, 2023
Q4 2022
|
Naviter Wealth, LLC
|
BUY
|
- |
611+ 27.49% |
$196K - $229K
|
2.83K
$2.39M
|
|
Feb 07, 2023
Q4 2022
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
611+ 21.75% |
$196K - $229K
|
3.42K
$2.89M
|
|
Feb 14, 2023
Q4 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
611+ 47.33% |
$196K - $229K
|
1.9K
$1.61M
|
|
Jan 05, 2023
Q4 2022
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
610+ 2.61% |
$196K - $229K
|
24K
$20.2M
|
|
Jan 17, 2023
Q4 2022
|
Maryland State Retirement & Pension System
|
BUY
|
- |
610+ 0.93% |
$196K - $229K
|
66K
$55.7M
|
|
Jan 18, 2023
Q4 2022
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
610New |
$196K - $229K
|
610
$515K
|
|
Jan 17, 2023
Q4 2022
|
Mayport, LLC
|
BUY
|
- |
609New |
$196K - $228K
|
609
$514K
|
|
Jan 26, 2023
Q4 2022
|
Red Cedar Investment Management, LLC
|
BUY
|
- |
606+ 8.09% |
$195K - $227K
|
8.1K
$6.84M
|
|
Jan 25, 2023
Q4 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
605New |
$195K - $227K
|
605
$511K
|
|
Feb 06, 2023
Q4 2022
|
Heritage Investors Management Corp
|
BUY
|
- |
605New |
$195K - $227K
|
605
$511K
|
|
Feb 13, 2023
Q4 2022
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
605New |
$195K - $227K
|
605
$511K
|
|
Jan 18, 2023
Q4 2022
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
603New |
$194K - $226K
|
603
$509K
|
|
Feb 03, 2023
Q4 2022
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
603New |
$194K - $226K
|
603
$509K
|
|
Jan 03, 2023
Q4 2022
|
Somerset Trust CO
|
BUY
|
- |
602New |
$194K - $226K
|
602
$508K
|
|
Jan 17, 2023
Q4 2022
|
Hfg Advisors, Inc.
|
BUY
|
- |
602New |
$194K - $226K
|
602
$508K
|
|
Feb 06, 2023
Q4 2022
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
602+ 15.66% |
$194K - $226K
|
4.45K
$3.75M
|
|
Jan 27, 2023
Q4 2022
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
601+ 71.98% |
$193K - $225K
|
1.44K
$1.21M
|
|
Jan 18, 2023
Q4 2022
|
Spirit Of America Management Corp
|
BUY
|
- |
600+ 23.08% |
$193K - $225K
|
3.2K
$2.7M
|
|
Jan 23, 2023
Q4 2022
|
Capital Financial Services, LLC
|
BUY
|
- |
600New |
$193K - $225K
|
600
$507K
|
|
Feb 03, 2023
Q4 2022
|
Peterson Financial Group, Inc.
|
BUY
|
- |
600New |
$193K - $225K
|
600
$507K
|
|
Feb 14, 2023
Q4 2022
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
600+ 60.0% |
$193K - $225K
|
1.6K
$1.35M
|
|
Feb 15, 2023
Q4 2022
|
Wj Wealth Management, LLC
|
BUY
|
- |
600New |
$193K - $225K
|
600
$507K
|
|
Jan 17, 2023
Q4 2022
|
Carmel Capital Partners, LLC
|
BUY
|
- |
599New |
$193K - $224K
|
599
$506K
|
|
Jan 26, 2023
Q4 2022
|
Girard Partners Ltd.
|
BUY
|
- |
599+ 39.75% |
$193K - $224K
|
2.11K
$1.78M
|
|
Jan 17, 2023
Q4 2022
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
597New |
$192K - $224K
|
597
$504K
|
|
Feb 14, 2023
Q4 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
596New |
$192K - $223K
|
596
$503K
|
|
Jan 17, 2023
Q4 2022
|
Lvz, Inc.
|
BUY
|
- |
595New |
$191K - $223K
|
595
$502K
|
|
Feb 13, 2023
Q4 2022
|
Compton Financial Group, LLC
|
BUY
|
- |
594New |
$191K - $223K
|
594
$501K
|
|
Feb 15, 2023
Q4 2022
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
593New |
$191K - $222K
|
593
$501K
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
589+ 3.48% |
$189K - $221K
|
17.5K
$14.8M
|
|
Mar 10, 2023
Q4 2022
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
588+ 12.78% |
$189K - $220K
|
5.19K
$4.38M
|
|
Feb 10, 2023
Q4 2022
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
587New |
$189K - $220K
|
587
$496K
|
|
Feb 02, 2023
Q4 2022
|
Todd Asset Management LLC
|
BUY
|
- |
585New |
$188K - $219K
|
585
$494K
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
584New |
$188K - $219K
|
584
$493K
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
583+ 22.46% |
$187K - $218K
|
3.18K
$2.68M
|
|
Feb 22, 2023
Q4 2022
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
583New |
$187K - $218K
|
583
$492K
|
|
Feb 13, 2023
Q4 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
577New |
$186K - $216K
|
577
$487K
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
BUY
|
- |
575+ 7.01% |
$185K - $215K
|
8.78K
$7.42M
|
|
Feb 01, 2023
Q4 2022
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
575New |
$185K - $215K
|
575
$485K
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
575New |
$185K - $215K
|
575
$485K
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
575New |
$185K - $215K
|
575
$485K
|
|
Jan 11, 2023
Q4 2022
|
Financial Consulate, Inc
|
BUY
|
- |
572New |
$184K - $214K
|
572
$483K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
570New |
$183K - $214K
|
570
$481K
|
|
Feb 01, 2023
Q4 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
570New |
$183K - $214K
|
570
$481K
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
570New |
$183K - $214K
|
570
$481K
|
|
Jan 23, 2023
Q4 2022
|
Better Wealth, LLC
|
BUY
|
- |
568New |
$183K - $213K
|
568
$480K
|
|
Jan 19, 2023
Q4 2022
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
565New |
$182K - $212K
|
565
$477K
|
|
Feb 03, 2023
Q4 2022
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
565New |
$182K - $212K
|
565
$477K
|