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
|
Simmons Bank
|
BUY
|
- |
45+ 0.91% |
$14.5K - $16.9K
|
5.01K
$3.98M
|
|
|
Jan 09, 2023
Q4 2022
|
Pure Financial Advisors, LLC
|
BUY
|
- |
44+ 1.11% |
$14.1K - $16.5K
|
4K
$3.18M
|
|
|
Jan 25, 2023
Q4 2022
|
Riverview Trust CO
|
BUY
|
- |
43+ 1.7% |
$13.8K - $16.1K
|
2.58K
$2.05M
|
|
|
Jan 31, 2023
Q4 2022
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
43+ 6.07% |
$13.8K - $16.1K
|
751
$597K
|
|
|
Feb 08, 2023
Q4 2022
|
Gryphon Financial Partners LLC
|
BUY
|
- |
43+ 2.89% |
$13.8K - $16.1K
|
1.53K
$1.22M
|
|
|
Feb 14, 2023
Q4 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
43+ 2.33% |
$13.8K - $16.1K
|
1.89K
$1.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
43+ 0.21% |
$13.8K - $16.1K
|
20.4K
$16.2M
|
|
|
Jan 20, 2023
Q4 2022
|
G&S Capital LLC
|
BUY
|
- |
42+ 0.78% |
$13.5K - $15.7K
|
5.4K
$4.29M
|
|
|
Jan 23, 2023
Q4 2022
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
41+ 2.05% |
$13.2K - $15.4K
|
2.04K
$1.63M
|
|
|
Feb 15, 2023
Q4 2022
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
41+ 6.48% |
$13.2K - $15.4K
|
674
$536K
|
|
|
Jan 19, 2023
Q4 2022
|
Greenhouse Wealth Management, LLC
|
BUY
|
- |
40+ 4.69% |
$12.9K - $15K
|
893
$710K
|
|
|
Jan 23, 2023
Q4 2022
|
Occidental Asset Management, LLC
|
BUY
|
- |
40+ 2.59% |
$12.9K - $15K
|
1.58K
$1.26M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
40New |
$12.9K - $15K
|
40
$31.8K
|
|
|
Feb 15, 2023
Q4 2022
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
39New |
$12.5K - $14.6K
|
39
$31K
|
|
|
Jan 18, 2023
Q4 2022
|
Cerro Pacific Wealth Advisors LLC
|
BUY
|
- |
38+ 0.74% |
$12.2K - $14.2K
|
5.15K
$4.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
37+ 0.26% |
$11.9K - $13.9K
|
14.3K
$11.3M
|
|
|
Aug 07, 2024
Q4 2022
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
37+ 30.33% |
$11.9K - $13.9K
|
159
$126K
|
|
|
Jan 18, 2023
Q4 2022
|
Cypress Wealth Services, LLC
|
BUY
|
- |
36+ 2.29% |
$11.6K - $13.5K
|
1.61K
$1.28M
|
|
|
Jan 19, 2023
Q4 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
35+ 2.82% |
$11.3K - $13.1K
|
1.28K
$1.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Mitchell Sinkler & Starr
|
BUY
|
- |
35+ 1.07% |
$11.3K - $13.1K
|
3.31K
$2.63M
|
|
|
Feb 07, 2023
Q4 2022
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
34+ 5.34% |
$10.9K - $12.7K
|
671
$534K
|
|
|
Feb 13, 2023
Q4 2022
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
34+ 0.23% |
$10.9K - $12.7K
|
15K
$12M
|
|
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
34+ 5.41% |
$10.9K - $12.7K
|
662
$527K
|
|
|
Feb 10, 2023
Q4 2022
|
Loomis Sayles & CO L P
|
BUY
|
- |
33+ 37.93% |
$10.6K - $12.4K
|
120
$95.4K
|
|
|
Jan 09, 2023
Q4 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
32+ 1.03% |
$10.3K - $12K
|
3.14K
$2.5M
|
|
|
Jan 17, 2023
Q4 2022
|
First Premier Bank
|
BUY
|
- |
32+ 5.38% |
$10.3K - $12K
|
627
$499K
|
|
|
Jan 11, 2023
Q4 2022
|
Telemus Capital, LLC
|
BUY
|
- |
31+ 1.13% |
$9.97K - $11.6K
|
2.78K
$2.21M
|
|
|
Feb 10, 2023
Q4 2022
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
31+ 0.17% |
$9.97K - $11.6K
|
18.7K
$14.9M
|
|
|
Feb 10, 2023
Q4 2022
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
31+ 0.4% |
$9.97K - $11.6K
|
7.74K
$6.16M
|
|
|
Jan 09, 2023
Q4 2022
|
Trust CO
|
BUY
|
- |
30+ 2.64% |
$9.65K - $11.2K
|
1.17K
$929K
|
|
|
Jan 18, 2023
Q4 2022
|
Aries Wealth Management
|
BUY
|
- |
30+ 0.82% |
$9.65K - $11.2K
|
3.67K
$2.92M
|
|
|
Feb 03, 2023
Q4 2022
|
Cannell & Co.
New York, NY |
BUY
|
- |
30+ 1.52% |
$9.65K - $11.2K
|
2K
$1.59M
|
|
|
Feb 08, 2023
Q4 2022
|
Ahrens Investment Partners LLC
|
BUY
|
- |
30+ 2.92% |
$9.65K - $11.2K
|
1.06K
$842K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
30+ 1.93% |
$9.65K - $11.2K
|
1.58K
$1.26M
|
|
|
Jan 11, 2023
Q4 2022
|
Platform Technology Partners
|
BUY
|
- |
29+ 1.58% |
$9.32K - $10.9K
|
1.86K
$1.48M
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
29+ 1.02% |
$9.32K - $10.9K
|
2.88K
$2.29M
|
|
|
Jan 20, 2023
Q4 2022
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
29+ 0.51% |
$9.32K - $10.9K
|
5.73K
$4.56M
|
|
|
Jan 31, 2023
Q4 2022
|
Scott & Selber, Inc.
|
BUY
|
- |
29+ 1.39% |
$9.32K - $10.9K
|
2.11K
$1.68M
|
|
|
Mar 11, 2024
Q4 2022
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
29+ 5.24% |
$9.32K - $10.9K
|
582
$463K
|
|
|
Jan 13, 2023
Q4 2022
|
Hexagon Capital Partners LLC
|
BUY
|
- |
28+ 4.63% |
$9K - $10.5K
|
633
$503K
|
|
|
Jan 17, 2023
Q4 2022
|
Wedge Capital Management L L P
|
BUY
|
- |
28+ 1.92% |
$9K - $10.5K
|
1.49K
$1.18M
|
|
|
Jan 18, 2023
Q4 2022
|
Central Bank & Trust CO
|
BUY
|
- |
28+ 0.74% |
$9K - $10.5K
|
3.8K
$3.02M
|
|
|
Jan 26, 2023
Q4 2022
|
York Bridge Wealth Partners, LLC
|
BUY
|
- |
28+ 2.99% |
$9K - $10.5K
|
965
$768K
|
|
|
Jan 13, 2023
Q4 2022
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
27+ 3.84% |
$8.68K - $10.1K
|
730
$581K
|
|
|
Feb 06, 2023
Q4 2022
|
Amarillo National Bank
|
BUY
|
- |
27+ 1.86% |
$8.68K - $10.1K
|
1.48K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
27+ 0.78% |
$8.68K - $10.1K
|
3.48K
$2.77M
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
26+ 0.84% |
$8.36K - $9.74K
|
3.13K
$2.49M
|
|
|
Feb 03, 2023
Q4 2022
|
Klingman & Associates, LLC
|
BUY
|
- |
26+ 2.45% |
$8.36K - $9.74K
|
1.09K
$865K
|
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
BUY
|
- |
25+ 1.19% |
$8.04K - $9.37K
|
2.13K
$1.69M
|
|
|
Feb 03, 2023
Q4 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
25+ 2.1% |
$8.04K - $9.37K
|
1.22K
$966K
|