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 08, 2023
Q4 2022
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
67+ 35.08% |
$21.5K - $25.1K
|
258
$203K
|
|
|
Feb 13, 2023
Q4 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
67+ 2.48% |
$21.5K - $25.1K
|
2.77K
$2.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
67+ 0.36% |
$21.5K - $25.1K
|
18.4K
$14.5M
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Advisors Inc
|
BUY
|
- |
66+ 2.42% |
$21.2K - $24.7K
|
2.79K
$2.2M
|
|
|
Jan 26, 2023
Q4 2022
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
66+ 2.39% |
$21.2K - $24.7K
|
2.83K
$2.23M
|
|
|
Feb 14, 2023
Q4 2022
|
E Rn Financial, LLC
|
BUY
|
- |
65+ 7.82% |
$20.9K - $24.4K
|
896
$706K
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
64+ 1.86% |
$20.6K - $24K
|
3.5K
$2.76M
|
|
|
Feb 03, 2023
Q4 2022
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
62+ 2.28% |
$19.9K - $23.2K
|
2.79K
$2.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Spears Abacus Advisors LLC
|
BUY
|
- |
62+ 3.27% |
$19.9K - $23.2K
|
1.96K
$1.54M
|
|
|
Feb 13, 2023
Q4 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
62+ 1.57% |
$19.9K - $23.2K
|
4.01K
$3.16M
|
|
|
Feb 14, 2023
Q4 2022
|
Win Advisors, Inc
|
BUY
|
- |
62New |
$19.9K - $23.2K
|
62
$48.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Nat West Group PLC
|
BUY
|
- |
61+ 0.38% |
$19.6K - $22.9K
|
16.2K
$12.7M
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
61+ 2.92% |
$19.6K - $22.9K
|
2.15K
$1.69M
|
|
|
Feb 10, 2023
Q4 2022
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
60+ 9.09% |
$19.3K - $22.5K
|
720
$567K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
59+ 3.48% |
$19K - $22.1K
|
1.75K
$1.38M
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
BUY
|
- |
58+ 5.34% |
$18.6K - $21.7K
|
1.15K
$902K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
58+ 1.09% |
$18.6K - $21.7K
|
5.39K
$4.25M
|
|
|
Feb 14, 2023
Q4 2022
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
58+ 1.6% |
$18.6K - $21.7K
|
3.68K
$2.9M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
57+ 2.74% |
$18.3K - $21.4K
|
2.14K
$1.69M
|
|
|
Jan 26, 2023
Q4 2022
|
Accel Wealth Management
|
BUY
|
- |
57+ 43.85% |
$18.3K - $21.4K
|
187
$147K
|
|
|
Feb 01, 2023
Q4 2022
|
Great Diamond Partners, LLC
|
BUY
|
- |
57+ 0.61% |
$18.3K - $21.4K
|
9.33K
$7.36M
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
57+ 4.13% |
$18.3K - $21.4K
|
1.44K
$1.13M
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
56New |
$18K - $21K
|
56
$44.1K
|
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
55+ 1.48% |
$17.7K - $20.6K
|
3.76K
$2.96M
|
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
55+ 3.94% |
$17.7K - $20.6K
|
1.45K
$1.14M
|
|
|
Feb 01, 2023
Q4 2022
|
Sage Mountain Advisors LLC
|
BUY
|
- |
54+ 3.35% |
$17.4K - $20.2K
|
1.66K
$1.31M
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
54+ 1.59% |
$17.4K - $20.2K
|
3.45K
$2.72M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
54+ 0.7% |
$17.4K - $20.2K
|
7.75K
$6.11M
|
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
BUY
|
- |
53+ 6.35% |
$17K - $19.9K
|
887
$699K
|
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
53+ 4.57% |
$17K - $19.9K
|
1.21K
$956K
|
|
|
Jan 27, 2023
Q4 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
52+ 3.59% |
$16.7K - $19.5K
|
1.5K
$1.18M
|
|
|
Jan 27, 2023
Q4 2022
|
Optas, LLC
|
BUY
|
- |
52+ 4.99% |
$16.7K - $19.5K
|
1.09K
$862K
|
|
|
Feb 13, 2023
Q4 2022
|
Biechele Royce Advisors
|
BUY
|
- |
52+ 0.64% |
$16.7K - $19.5K
|
8.23K
$6.48M
|
|
|
Feb 13, 2023
Q4 2022
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
52New |
$16.7K - $19.5K
|
52
$41K
|
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
BUY
|
- |
51+ 4.27% |
$16.4K - $19.1K
|
1.24K
$981K
|
|
|
Jan 17, 2023
Q4 2022
|
Bangor Savings Bank
Bangor, ME |
BUY
|
- |
50+ 1.42% |
$16.1K - $18.7K
|
3.56K
$2.81M
|
|
|
Jan 31, 2023
Q4 2022
|
Clean Yield Group
|
BUY
|
- |
50+ 1.28% |
$16.1K - $18.7K
|
3.95K
$3.12M
|
|
|
Feb 06, 2023
Q4 2022
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
50+ 1.35% |
$16.1K - $18.7K
|
3.75K
$2.96M
|
|
|
Feb 07, 2023
Q4 2022
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
50+ 1.14% |
$16.1K - $18.7K
|
4.42K
$3.48M
|
|
|
Feb 09, 2023
Q4 2022
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
50+ 4.9% |
$16.1K - $18.7K
|
1.07K
$843K
|
|
|
Feb 10, 2023
Q4 2022
|
Klcm Advisors, Inc.
|
BUY
|
- |
50+ 0.82% |
$16.1K - $18.7K
|
6.14K
$4.84M
|
|
|
Feb 14, 2023
Q4 2022
|
Csm Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
50+ 1.47% |
$16.1K - $18.7K
|
3.46K
$2.73M
|
|
|
Jan 12, 2023
Q4 2022
|
Corundum Group, Inc.
|
BUY
|
- |
49+ 2.31% |
$15.8K - $18.4K
|
2.17K
$1.71M
|
|
|
Feb 06, 2023
Q4 2022
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
48+ 0.33% |
$15.4K - $18K
|
14.7K
$11.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
47+ 9.67% |
$15.1K - $17.6K
|
533
$420K
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
46+ 1.32% |
$14.8K - $17.2K
|
3.54K
$2.79M
|
|
|
Feb 14, 2023
Q4 2022
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
46+ 2.62% |
$14.8K - $17.2K
|
1.8K
$1.42M
|
|
|
Jan 20, 2023
Q4 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
45+ 36.0% |
$14.5K - $16.9K
|
170
$134K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
45+ 97.83% |
$14.5K - $16.9K
|
91
$71.7K
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
45+ 0.77% |
$14.5K - $16.9K
|
5.87K
$4.63M
|