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 07, 2023
Q4 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
15+ 0.11% |
$4.82K - $5.62K
|
14.2K
$11.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
15+ 1.23% |
$4.82K - $5.62K
|
1.23K
$981K
|
|
|
Feb 08, 2023
Q4 2022
|
Carson Advisory Inc.
|
BUY
|
- |
15+ 1.31% |
$4.82K - $5.62K
|
1.16K
$925K
|
|
|
Jan 12, 2023
Q4 2022
|
Next Capital Management LLC
|
BUY
|
- |
14+ 0.67% |
$4.5K - $5.25K
|
2.1K
$1.67M
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
14+ 0.24% |
$4.5K - $5.25K
|
5.82K
$4.63M
|
|
|
Jan 24, 2023
Q4 2022
|
Lyell Wealth Management, LP
|
BUY
|
- |
14+ 0.52% |
$4.5K - $5.25K
|
2.72K
$2.16M
|
|
|
Jan 25, 2023
Q4 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
14+ 1.6% |
$4.5K - $5.25K
|
890
$708K
|
|
|
Feb 06, 2023
Q4 2022
|
Wrapmanager Inc
|
BUY
|
- |
14+ 0.98% |
$4.5K - $5.25K
|
1.44K
$1.14M
|
|
|
Dec 11, 2023
Q4 2022
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
14+ 1.04% |
$4.5K - $5.25K
|
1.36K
$1.08M
|
|
|
Jan 27, 2023
Q4 2022
|
Mv Capital Management, Inc.
|
BUY
|
- |
12+ 0.56% |
$3.86K - $4.5K
|
2.16K
$1.72M
|
|
|
Feb 07, 2023
Q4 2022
|
Holistic Financial Partners
|
BUY
|
- |
12+ 0.02% |
$3.86K - $4.5K
|
69.2K
$55M
|
|
|
Feb 07, 2023
Q4 2022
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
12+ 44.44% |
$3.86K - $4.5K
|
39
$31K
|
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
12+ 1.01% |
$3.86K - $4.5K
|
1.2K
$954K
|
|
|
Feb 14, 2023
Q4 2022
|
Caas Capital Management LP
New York, NY |
BUY
|
- |
12New |
$3.86K - $4.5K
|
12
$9.54K
|
|
|
Jan 20, 2023
Q4 2022
|
Domani Wealth, LLC
|
BUY
|
- |
11+ 0.73% |
$3.54K - $4.12K
|
1.51K
$1.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
11+ 0.17% |
$3.54K - $4.12K
|
6.65K
$5.29M
|
|
|
Jan 27, 2023
Q4 2022
|
Patron Partners, LLC
|
BUY
|
- |
11+ 0.34% |
$3.54K - $4.12K
|
3.25K
$2.58M
|
|
|
Jan 25, 2023
Q4 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
10+ 0.26% |
$3.22K - $3.75K
|
3.79K
$3.01M
|
|
|
Feb 13, 2023
Q4 2022
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
10+ 0.9% |
$3.22K - $3.75K
|
1.12K
$893K
|
|
|
Feb 14, 2023
Q4 2022
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
10+ 2.79% |
$3.22K - $3.75K
|
368
$293K
|
|
|
Feb 06, 2023
Q4 2022
|
Washington Trust Bank
|
BUY
|
- |
9+ 0.12% |
$2.89K - $3.37K
|
7.8K
$6.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
9+ 0.22% |
$2.89K - $3.37K
|
4.06K
$3.23M
|
|
|
Feb 07, 2023
Q4 2022
|
Addison Advisors LLC
|
BUY
|
- |
9+ 1.37% |
$2.89K - $3.37K
|
667
$530K
|
|
|
Feb 13, 2023
Q4 2022
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
9+ 1.61% |
$2.89K - $3.37K
|
567
$451K
|
|
|
Feb 14, 2023
Q4 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
9New |
$2.89K - $3.37K
|
9
$7.16K
|
|
|
Jan 27, 2023
Q4 2022
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
8+ 0.5% |
$2.57K - $3K
|
1.62K
$1.29M
|
|
|
Jan 30, 2023
Q4 2022
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
8+ 0.34% |
$2.57K - $3K
|
2.37K
$1.88M
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
8+ 1.16% |
$2.57K - $3K
|
699
$556K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
8+ 0.59% |
$2.57K - $3K
|
1.37K
$1.09M
|
|
|
Feb 06, 2023
Q4 2022
|
Lansing Street Advisors
|
BUY
|
- |
8+ 1.26% |
$2.57K - $3K
|
641
$510K
|
|
|
Jan 13, 2023
Q4 2022
|
Piershale Financial Group, Inc.
|
BUY
|
- |
7New |
$2.25K - $2.62K
|
7
$5.57K
|
|
|
Feb 02, 2023
Q4 2022
|
First Business Financial Services, Inc.
|
BUY
|
- |
7+ 0.12% |
$2.25K - $2.62K
|
5.88K
$4.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
7+ 0.08% |
$2.25K - $2.62K
|
8.61K
$6.85M
|
|
|
Feb 13, 2023
Q4 2022
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
7+ 1.04% |
$2.25K - $2.62K
|
681
$542K
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
7+ 0.7% |
$2.25K - $2.62K
|
1K
$798K
|
|
|
Feb 14, 2023
Q4 2022
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
7+ 0.6% |
$2.25K - $2.62K
|
1.18K
$938K
|
|
|
Feb 15, 2023
Q4 2022
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
7+ 0.41% |
$2.25K - $2.62K
|
1.7K
$1.36M
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
7New |
$2.25K - $2.62K
|
7
$5.57K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
7New |
$2.25K - $2.62K
|
7
$5.57K
|
|
|
Jan 11, 2023
Q4 2022
|
Gleason Group, Inc.
|
BUY
|
- |
6+ 0.31% |
$1.93K - $2.25K
|
1.94K
$1.54M
|
|
|
Jan 26, 2023
Q4 2022
|
Sippican Capital Advisors
|
BUY
|
- |
6+ 0.13% |
$1.93K - $2.25K
|
4.46K
$3.54M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
6+ 3.7% |
$1.93K - $2.25K
|
168
$134K
|
|
|
Jan 31, 2023
Q4 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
6+ 0.91% |
$1.93K - $2.25K
|
667
$530K
|
|
|
Feb 07, 2023
Q4 2022
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
6New |
$1.93K - $2.25K
|
6
$4.77K
|
|
|
Jan 17, 2023
Q4 2022
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
5+ 0.15% |
$1.61K - $1.87K
|
3.24K
$2.58M
|
|
|
Jan 18, 2023
Q4 2022
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
5+ 0.08% |
$1.61K - $1.87K
|
6.06K
$4.82M
|
|
|
Jan 23, 2023
Q4 2022
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
5+ 0.49% |
$1.61K - $1.87K
|
1.02K
$810K
|
|
|
Jan 26, 2023
Q4 2022
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
5+ 0.13% |
$1.61K - $1.87K
|
3.82K
$3.03M
|
|
|
Jan 30, 2023
Q4 2022
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
5+ 0.17% |
$1.61K - $1.87K
|
2.9K
$2.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Mengis Capital Management, Inc.
|
BUY
|
- |
5+ 0.07% |
$1.61K - $1.87K
|
7.16K
$5.7M
|