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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Freedom Wealth Alliance, LLC
Brookfield, WI |
BUY
|
- |
100New |
$32.2K - $37.5K
|
100
$78.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
100+ 2.78% |
$32.2K - $37.5K
|
3.69K
$2.91M
|
|
|
Jan 19, 2023
Q4 2022
|
Arlington Partners LLC
|
BUY
|
- |
99+ 33.11% |
$31.8K - $37.1K
|
398
$314K
|
|
|
Feb 08, 2023
Q4 2022
|
Abbrea Capital, LLC
|
BUY
|
- |
98+ 1.07% |
$31.5K - $36.7K
|
9.22K
$7.27M
|
|
|
Jan 19, 2023
Q4 2022
|
Mc Lean Asset Management Corp
|
BUY
|
- |
96+ 6.4% |
$30.9K - $36K
|
1.6K
$1.26M
|
|
|
Jan 24, 2023
Q4 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
96+ 2.14% |
$30.9K - $36K
|
4.59K
$3.61M
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
95+ 1.93% |
$30.5K - $35.6K
|
5.02K
$3.96M
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
94+ 1.31% |
$30.2K - $35.2K
|
7.26K
$5.72M
|
|
|
Feb 13, 2023
Q4 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
93+ 4.86% |
$29.9K - $34.8K
|
2.01K
$1.58M
|
|
|
Feb 23, 2023
Q4 2022
|
Wc Walker & Associates, Inc.
|
BUY
|
- |
93+ 10.53% |
$29.9K - $34.8K
|
976
$769K
|
|
|
Jan 27, 2023
Q4 2022
|
Motive Wealth Advisors
|
BUY
|
- |
91+ 12.82% |
$29.3K - $34.1K
|
801
$631K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
91+ 0.62% |
$29.3K - $34.1K
|
14.7K
$11.6M
|
|
|
Jan 11, 2023
Q4 2022
|
Moody National Bank Trust Division
|
BUY
|
- |
90+ 0.41% |
$28.9K - $33.7K
|
22.1K
$17.4M
|
|
|
Jan 25, 2023
Q4 2022
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
90+ 2.3% |
$28.9K - $33.7K
|
4K
$3.15M
|
|
|
Feb 03, 2023
Q4 2022
|
Callahan Advisors, LLC
|
BUY
|
- |
90+ 11.25% |
$28.9K - $33.7K
|
890
$701K
|
|
|
Feb 08, 2023
Q4 2022
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
90+ 0.07% |
$28.9K - $33.7K
|
135K
$106M
|
|
|
Feb 01, 2023
Q4 2022
|
Legacy Advisors, LLC
|
BUY
|
- |
86+ 5.63% |
$27.7K - $32.2K
|
1.61K
$1.27M
|
|
|
Aug 29, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
86+ 17.77% |
$27.7K - $32.2K
|
570
$449K
|
|
|
Jan 24, 2023
Q4 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
85+ 1.67% |
$27.3K - $31.8K
|
5.18K
$4.08M
|
|
|
Jan 27, 2023
Q4 2022
|
Capital City Trust CO
|
BUY
|
- |
85+ 9.95% |
$27.3K - $31.8K
|
939
$740K
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
84+ 1.82% |
$27K - $31.5K
|
4.7K
$3.71M
|
|
|
Jan 17, 2023
Q4 2022
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
83+ 5.03% |
$26.7K - $31.1K
|
1.73K
$1.37M
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
83+ 0.61% |
$26.7K - $31.1K
|
13.8K
$10.9M
|
|
|
Feb 08, 2023
Q4 2022
|
Sentry Investment Management LLC
|
BUY
|
- |
81+ 1.49% |
$26K - $30.3K
|
5.53K
$4.36M
|
|
|
Feb 09, 2023
Q4 2022
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
81+ 9.09% |
$26K - $30.3K
|
972
$766K
|
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
81+ 1.61% |
$26K - $30.3K
|
5.11K
$4.03M
|
|
|
Feb 03, 2023
Q4 2022
|
Auxano Advisors, LLC
|
BUY
|
- |
80+ 5.78% |
$25.7K - $30K
|
1.47K
$1.15M
|
|
|
Feb 01, 2023
Q4 2022
|
Slate Stone Wealth, LLC
|
BUY
|
- |
77+ 2.93% |
$24.8K - $28.8K
|
2.7K
$2.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Davis R M Inc
Portland, ME |
BUY
|
- |
77+ 1.28% |
$24.8K - $28.8K
|
6.09K
$4.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
BUY
|
- |
76+ 3.19% |
$24.4K - $28.5K
|
2.46K
$1.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
76+ 2.2% |
$24.4K - $28.5K
|
3.53K
$2.78M
|
|
|
Feb 01, 2023
Q4 2022
|
Van Strum & Towne Inc.
San Francisco, CA |
BUY
|
- |
75+ 1.39% |
$24.1K - $28.1K
|
5.48K
$4.32M
|
|
|
Feb 02, 2023
Q4 2022
|
Bender Robert & Associates
|
BUY
|
- |
75+ 0.68% |
$24.1K - $28.1K
|
11K
$8.7M
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
75+ 3.48% |
$24.1K - $28.1K
|
2.23K
$1.76M
|
|
|
Feb 14, 2023
Q4 2022
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
75+ 3.17% |
$24.1K - $28.1K
|
2.44K
$1.92M
|
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
73+ 1.87% |
$23.5K - $27.4K
|
3.99K
$3.14M
|
|
|
Jan 27, 2023
Q4 2022
|
Mc Adam, LLC
|
BUY
|
- |
72+ 8.19% |
$23.2K - $27K
|
951
$750K
|
|
|
Feb 14, 2023
Q4 2022
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
72+ 2.44% |
$23.2K - $27K
|
3.02K
$2.38M
|
|
|
Jan 12, 2023
Q4 2022
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
71+ 8.77% |
$22.8K - $26.6K
|
881
$694K
|
|
|
Feb 13, 2023
Q4 2022
|
Lokken Investment Group LLC
|
BUY
|
- |
71+ 1.44% |
$22.8K - $26.6K
|
5.01K
$3.95M
|
|
|
Jan 27, 2023
Q4 2022
|
Gratus Capital LLC
|
BUY
|
- |
70+ 1.43% |
$22.5K - $26.2K
|
4.96K
$3.91M
|
|
|
Jan 30, 2023
Q4 2022
|
Nadler Financial Group, Inc.
|
BUY
|
- |
70+ 4.46% |
$22.5K - $26.2K
|
1.64K
$1.29M
|
|
|
Feb 03, 2023
Q4 2022
|
Dubuque Bank & Trust CO
|
BUY
|
- |
70+ 5.27% |
$22.5K - $26.2K
|
1.4K
$1.1M
|
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
70New |
$22.5K - $26.2K
|
70
$55.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
70+ 4.94% |
$22.5K - $26.2K
|
1.49K
$1.17M
|
|
|
Jan 23, 2023
Q4 2022
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
69+ 65.09% |
$22.2K - $25.9K
|
175
$138K
|
|
|
Jan 20, 2023
Q4 2022
|
Sunburst Financial Group, LLC
|
BUY
|
- |
68+ 9.02% |
$21.9K - $25.5K
|
822
$648K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
BUY
|
- |
67+ 12.43% |
$21.5K - $25.1K
|
606
$478K
|
|
|
Jan 30, 2023
Q4 2022
|
Security Financial Services, Inc.
|
BUY
|
- |
67+ 3.05% |
$21.5K - $25.1K
|
2.26K
$1.78M
|
|
|
Jan 30, 2023
Q4 2022
|
Echo45 Advisors LLC
|
BUY
|
- |
67+ 9.01% |
$21.5K - $25.1K
|
811
$639K
|