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 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
25+ 3.41% |
$8.04K - $9.37K
|
758
$597K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
24New |
$7.72K - $8.99K
|
24
$18.9K
|
|
|
Feb 07, 2023
Q4 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
24+ 0.71% |
$7.72K - $8.99K
|
3.4K
$2.68M
|
|
|
Feb 10, 2023
Q4 2022
|
Clear Investment Research, LLC
|
BUY
|
- |
24+ 0.91% |
$7.72K - $8.99K
|
2.65K
$2.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Flaharty Asset Management, LLC
|
BUY
|
- |
24+ 1.86% |
$7.72K - $8.99K
|
1.31K
$1.03M
|
|
|
Jan 12, 2023
Q4 2022
|
Avity Investment Management Inc.
|
BUY
|
- |
23+ 2.29% |
$7.4K - $8.62K
|
1.03K
$810K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
23+ 2.28% |
$7.4K - $8.62K
|
1.03K
$813K
|
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
23+ 0.05% |
$7.4K - $8.62K
|
44.9K
$35.4M
|
|
|
Jan 31, 2023
Q4 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
22+ 0.1% |
$7.07K - $8.24K
|
22.9K
$18.1M
|
|
|
Jan 31, 2023
Q4 2022
|
Islay Capital Management, LLC
Lubbock, TX |
BUY
|
- |
22+ 55.0% |
$7.07K - $8.24K
|
62
$48.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Tfo Tdc, LLC
|
BUY
|
- |
22New |
$7.07K - $8.24K
|
22
$17.3K
|
|
|
Feb 09, 2023
Q4 2022
|
Trellis Advisors, LLC
|
BUY
|
- |
22+ 0.88% |
$7.07K - $8.24K
|
2.53K
$1.99M
|
|
|
Feb 09, 2023
Q4 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
22+ 2.28% |
$7.07K - $8.24K
|
986
$777K
|
|
|
Feb 13, 2023
Q4 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
22+ 6.41% |
$7.07K - $8.24K
|
365
$288K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Wealth Planning, LLC
|
BUY
|
- |
21+ 2.01% |
$6.75K - $7.87K
|
1.07K
$841K
|
|
|
Feb 07, 2023
Q4 2022
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
21+ 0.89% |
$6.75K - $7.87K
|
2.39K
$1.88M
|
|
|
Feb 14, 2023
Q4 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
21+ 2.42% |
$6.75K - $7.87K
|
889
$701K
|
|
|
Jan 10, 2023
Q4 2022
|
Single Point Partners, LLC
|
BUY
|
- |
20+ 1.59% |
$6.43K - $7.49K
|
1.28K
$1.01M
|
|
|
Jan 26, 2023
Q4 2022
|
Barden Capital Management, Inc.
|
BUY
|
- |
20+ 0.76% |
$6.43K - $7.49K
|
2.66K
$2.09M
|
|
|
Feb 09, 2023
Q4 2022
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
20+ 1.09% |
$6.43K - $7.49K
|
1.86K
$1.46M
|
|
|
Feb 10, 2023
Q4 2022
|
American Money Management, LLC
|
BUY
|
- |
20+ 0.43% |
$6.43K - $7.49K
|
4.72K
$3.72M
|
|
|
Feb 10, 2023
Q4 2022
|
Lcnb Corp
Lebanon, OH |
BUY
|
- |
20+ 0.64% |
$6.43K - $7.49K
|
3.16K
$2.49M
|
|
|
Feb 13, 2023
Q4 2022
|
Cigna Investments Inc
Bloomfield, CT |
BUY
|
- |
20+ 0.19% |
$6.43K - $7.49K
|
10.3K
$8.12M
|
|
|
Feb 16, 2023
Q4 2022
|
American Trust
Lexington, KY |
BUY
|
- |
20+ 1.05% |
$6.43K - $7.49K
|
1.93K
$1.52M
|
|
|
Jan 17, 2023
Q4 2022
|
Veracity Capital LLC
|
BUY
|
- |
19+ 0.8% |
$6.11K - $7.12K
|
2.39K
$1.88M
|
|
|
Jan 18, 2023
Q4 2022
|
Lvw Advisors, LLC
|
BUY
|
- |
19+ 0.99% |
$6.11K - $7.12K
|
1.95K
$1.53M
|
|
|
Feb 08, 2023
Q4 2022
|
Arcadia Investment Management Corp
|
BUY
|
- |
19+ 3.8% |
$6.11K - $7.12K
|
519
$409K
|
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
BUY
|
- |
19+ 0.06% |
$6.11K - $7.12K
|
29.3K
$23.1M
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
18+ 81.82% |
$5.79K - $6.74K
|
40
$31.5K
|
|
|
Feb 07, 2023
Q4 2022
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
18+ 1.51% |
$5.79K - $6.74K
|
1.21K
$956K
|
|
|
Feb 13, 2023
Q4 2022
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
18+ 2.76% |
$5.79K - $6.74K
|
671
$529K
|
|
|
Sep 06, 2024
Q4 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
18+ 1.06% |
$5.79K - $6.74K
|
1.72K
$1.35M
|
|
|
Jan 13, 2023
Q4 2022
|
Range Financial Group LLC
|
BUY
|
- |
17+ 0.59% |
$5.47K - $6.37K
|
2.9K
$2.28M
|
|
|
Jan 20, 2023
Q4 2022
|
First Command Financial Services, Inc.
|
BUY
|
- |
17+ 0.99% |
$5.47K - $6.37K
|
1.73K
$1.36M
|
|
|
Jan 20, 2023
Q4 2022
|
Emerald Advisors, LLC
|
BUY
|
- |
17+ 2.73% |
$5.47K - $6.37K
|
639
$504K
|
|
|
Jan 23, 2023
Q4 2022
|
First Command Bank
|
BUY
|
- |
17+ 0.99% |
$5.47K - $6.37K
|
1.73K
$1.36M
|
|
|
Jan 30, 2023
Q4 2022
|
Hemington Wealth Management
|
BUY
|
- |
17+ 1.68% |
$5.47K - $6.37K
|
1.03K
$810K
|
|
|
Feb 14, 2023
Q4 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
17New |
$5.47K - $6.37K
|
17
$13.4K
|
|
|
Sep 26, 2023
Q4 2022
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
17New |
$5.47K - $6.37K
|
17
$13.4K
|
|
|
Jan 19, 2023
Q4 2022
|
Psi Advisors, LLC
|
BUY
|
- |
16+ 0.89% |
$5.14K - $5.99K
|
1.82K
$1.44M
|
|
|
Jan 27, 2023
Q4 2022
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
16+ 0.74% |
$5.14K - $5.99K
|
2.18K
$1.72M
|
|
|
Jan 31, 2023
Q4 2022
|
Schubert & CO
|
BUY
|
- |
16+ 11.11% |
$5.14K - $5.99K
|
160
$126K
|
|
|
Feb 08, 2023
Q4 2022
|
John G Ullman & Associates Inc
|
BUY
|
- |
16+ 0.4% |
$5.14K - $5.99K
|
4.03K
$3.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
16+ 0.09% |
$5.14K - $5.99K
|
17.2K
$13.5M
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
15New |
$4.82K - $5.62K
|
15
$11.8K
|
|
|
Jan 20, 2023
Q4 2022
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
15+ 0.37% |
$4.82K - $5.62K
|
4.04K
$3.18M
|
|
|
Jan 23, 2023
Q4 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
15+ 2.28% |
$4.82K - $5.62K
|
673
$530K
|
|
|
Jan 26, 2023
Q4 2022
|
Pds Planning, Inc
|
BUY
|
- |
15+ 0.45% |
$4.82K - $5.62K
|
3.37K
$2.66M
|
|
|
Feb 06, 2023
Q4 2022
|
Ledyard National Bank
|
BUY
|
- |
15+ 0.35% |
$4.82K - $5.62K
|
4.3K
$3.39M
|
|
|
Feb 06, 2023
Q4 2022
|
Bogart Wealth, LLC
|
BUY
|
- |
15+ 100.0% |
$4.82K - $5.62K
|
30
$23.6K
|