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 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
254+ 35.93% |
$81.7K - $95.2K
|
961
$764K
|
|
|
Feb 15, 2023
Q4 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
251+ 10.52% |
$80.7K - $94K
|
2.64K
$2.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
250+ 8.13% |
$80.4K - $93.7K
|
3.33K
$2.65M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
248+ 7.07% |
$79.7K - $92.9K
|
3.76K
$2.99M
|
|
|
Feb 10, 2023
Q4 2022
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
248+ 37.18% |
$79.7K - $92.9K
|
915
$728K
|
|
|
Jan 26, 2023
Q4 2022
|
Rice Partnership, LLC
|
BUY
|
- |
244+ 0.82% |
$78.5K - $91.4K
|
29.8K
$23.7M
|
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
BUY
|
- |
243+ 2.55% |
$78.1K - $91K
|
9.78K
$7.78M
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
243+ 0.89% |
$78.1K - $91K
|
27.5K
$21.9M
|
|
|
Jan 23, 2023
Q4 2022
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
242+ 12.03% |
$77.8K - $90.7K
|
2.25K
$1.79M
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
241New |
$77.5K - $90.3K
|
241
$192K
|
|
|
Feb 17, 2023
Q4 2022
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
241+ 6.12% |
$77.5K - $90.3K
|
4.18K
$3.32M
|
|
|
Jan 26, 2023
Q4 2022
|
Monument Capital Management
|
BUY
|
- |
239+ 9.18% |
$76.9K - $89.5K
|
2.84K
$2.26M
|
|
|
Jan 18, 2023
Q4 2022
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
238+ 18.68% |
$76.5K - $89.2K
|
1.51K
$1.2M
|
|
|
Feb 10, 2023
Q4 2022
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
237+ 9.44% |
$76.2K - $88.8K
|
2.75K
$2.18M
|
|
|
Jan 24, 2023
Q4 2022
|
Covenant Asset Management, LLC
|
BUY
|
- |
235+ 2.32% |
$75.6K - $88K
|
10.4K
$8.24M
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
233+ 35.36% |
$74.9K - $87.3K
|
892
$709K
|
|
|
Jan 30, 2023
Q4 2022
|
Burleson & Company, LLC
|
BUY
|
- |
232+ 0.9% |
$74.6K - $86.9K
|
26K
$20.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
230+ 9.05% |
$74K - $86.2K
|
2.77K
$2.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
228+ 9.76% |
$73.3K - $85.4K
|
2.56K
$2.04M
|
|
|
Feb 02, 2023
Q4 2022
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
224+ 51.49% |
$72K - $83.9K
|
659
$524K
|
|
|
Oct 07, 2024
Q4 2022
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
224+ 2.24% |
$72K - $83.9K
|
10.2K
$8.14M
|
|
|
May 24, 2024
Q4 2022
|
Garrison Asset Management, LLC
|
BUY
|
- |
222+ 8.23% |
$71.4K - $83.2K
|
2.92K
$2.32M
|
|
|
Jan 19, 2023
Q4 2022
|
Abacus Planning Group, Inc.
|
BUY
|
- |
221+ 12.26% |
$71.1K - $82.8K
|
2.02K
$1.61M
|
|
|
Jun 09, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
221+ 0.27% |
$71.1K - $82.8K
|
81.1K
$64.5M
|
|
|
Jan 30, 2023
Q4 2022
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
218+ 3.21% |
$70.1K - $81.7K
|
7K
$5.57M
|
|
|
Apr 19, 2024
Q4 2022
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
216+ 2.21% |
$69.5K - $80.9K
|
9.98K
$7.94M
|
|
|
Feb 03, 2023
Q4 2022
|
Ellevest, Inc.
|
BUY
|
- |
215+ 9.43% |
$69.1K - $80.6K
|
2.5K
$1.98M
|
|
|
Jan 25, 2023
Q4 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
213+ 28.78% |
$68.5K - $79.8K
|
953
$758K
|
|
|
Jan 30, 2023
Q4 2022
|
Highview Capital Management LLC
|
BUY
|
- |
210+ 2.48% |
$67.5K - $78.7K
|
8.68K
$6.91M
|
|
|
Feb 07, 2023
Q4 2022
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
210+ 9.6% |
$67.5K - $78.7K
|
2.4K
$1.91M
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
209+ 11.85% |
$67.2K - $78.3K
|
1.97K
$1.57M
|
|
|
Jan 25, 2023
Q4 2022
|
Lake Street Financial LLC
|
BUY
|
- |
209+ 3.13% |
$67.2K - $78.3K
|
6.88K
$5.47M
|
|
|
Feb 13, 2023
Q4 2022
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
208+ 6.92% |
$66.9K - $77.9K
|
3.21K
$2.56M
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
206+ 18.28% |
$66.2K - $77.2K
|
1.33K
$1.06M
|
|
|
Jan 23, 2023
Q4 2022
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
205+ 3.67% |
$65.9K - $76.8K
|
5.78K
$4.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
205+ 12.12% |
$65.9K - $76.8K
|
1.9K
$1.51M
|
|
|
Jan 27, 2023
Q4 2022
|
Btc Capital Management, Inc.
|
BUY
|
- |
201+ 11.69% |
$64.6K - $75.3K
|
1.92K
$1.53M
|
|
|
Jan 19, 2023
Q4 2022
|
Buffington Mohr Mc Neal
|
BUY
|
- |
200+ 4.96% |
$64.3K - $74.9K
|
4.23K
$3.36M
|
|
|
Jan 27, 2023
Q4 2022
|
Successful Portfolios LLC
|
BUY
|
- |
200+ 17.76% |
$64.3K - $74.9K
|
1.33K
$1.05M
|
|
|
Jan 30, 2023
Q4 2022
|
Prairie View Partners, LLC
|
BUY
|
- |
200+ 33.33% |
$64.3K - $74.9K
|
800
$636K
|
|
|
Feb 10, 2023
Q4 2022
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
BUY
|
- |
200+ 2.9% |
$64.3K - $74.9K
|
7.09K
$5.64M
|
|
|
Jun 28, 2024
Q4 2022
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
200+ 10.91% |
$64.3K - $74.9K
|
2.03K
$1.62M
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
199+ 1.19% |
$64K - $74.6K
|
16.9K
$13.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
199+ 14.12% |
$64K - $74.6K
|
1.61K
$1.28M
|
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
BUY
|
- |
196+ 5.64% |
$63K - $73.4K
|
3.67K
$2.92M
|
|
|
Feb 07, 2023
Q4 2022
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
196+ 8.62% |
$63K - $73.4K
|
2.47K
$1.96M
|
|
|
Jan 20, 2023
Q4 2022
|
Avestar Capital, LLC
|
BUY
|
- |
195+ 11.34% |
$62.7K - $73.1K
|
1.91K
$1.52M
|
|
|
Jan 12, 2023
Q4 2022
|
Worth Asset Management, LLC
|
BUY
|
- |
190+ 463.41% |
$61.1K - $71.2K
|
231
$184K
|
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
189+ 9.9% |
$60.8K - $70.8K
|
2.1K
$1.67M
|
|
|
Feb 07, 2023
Q4 2022
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
189+ 5.57% |
$60.8K - $70.8K
|
3.59K
$2.85M
|