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
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-20- 0.22% |
$6.43K - $7.49K
|
9.14K
$7.27M
|
|
|
Jan 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-21- 2.13% |
$6.75K - $7.87K
|
967
$769K
|
|
|
Jan 31, 2023
Q4 2022
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-21- 1.05% |
$6.75K - $7.87K
|
1.97K
$1.57M
|
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-21- 0.98% |
$6.75K - $7.87K
|
2.12K
$1.69M
|
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-21- 3.32% |
$6.75K - $7.87K
|
611
$486K
|
|
|
Feb 03, 2023
Q4 2022
|
Emerald Advisers, LLC
|
SELL
|
- |
-21- 2.37% |
$6.75K - $7.87K
|
864
$687K
|
|
|
Feb 06, 2023
Q4 2022
|
Rkl Wealth Management LLC
|
SELL
|
- |
-21- 2.03% |
$6.75K - $7.87K
|
1.01K
$806K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-21- 0.76% |
$6.75K - $7.87K
|
2.75K
$2.18M
|
|
|
Jan 19, 2023
Q4 2022
|
Adviser Investments LLC
|
SELL
|
- |
-22- 1.5% |
$7.07K - $8.24K
|
1.44K
$1.15M
|
|
|
Feb 03, 2023
Q4 2022
|
First National Bank Of Hutchinson
|
SELL
|
- |
-22- 1.7% |
$7.07K - $8.24K
|
1.27K
$1.01M
|
|
|
Feb 08, 2023
Q4 2022
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-22- 0.47% |
$7.07K - $8.24K
|
4.62K
$3.67M
|
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-22- 3.06% |
$7.07K - $8.24K
|
698
$555K
|
|
|
Feb 03, 2023
Q4 2022
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-23- 8.19% |
$7.4K - $8.62K
|
258
$205K
|
|
|
Feb 06, 2023
Q4 2022
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-23- 0.47% |
$7.4K - $8.62K
|
4.89K
$3.89M
|
|
|
Jan 10, 2023
Q4 2022
|
Gradient Investments LLC
|
SELL
|
- |
-24- 4.77% |
$7.72K - $8.99K
|
479
$381K
|
|
|
Feb 02, 2023
Q4 2022
|
Pasadena Private Wealth, LLC
Pasadena, CA |
SELL
|
- |
-24- 3.1% |
$7.72K - $8.99K
|
751
$597K
|
|
|
Jan 12, 2023
Q4 2022
|
Greenfield Savings Bank
|
SELL
|
- |
-25- 3.43% |
$8.04K - $9.37K
|
704
$560K
|
|
|
Jan 31, 2023
Q4 2022
|
Baxter Bros Inc
|
SELL
|
- |
-25- 1.09% |
$8.04K - $9.37K
|
2.26K
$1.8M
|
|
|
Feb 06, 2023
Q4 2022
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-25- 0.79% |
$8.04K - $9.37K
|
3.16K
$2.51M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Global Investment Management CO
|
SELL
|
- |
-25- 0.3% |
$8.04K - $9.37K
|
8.44K
$6.71M
|
|
|
Feb 10, 2023
Q4 2022
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-26- 0.96% |
$8.36K - $9.74K
|
2.69K
$2.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-26- 1.37% |
$8.36K - $9.74K
|
1.88K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-26- 0.24% |
$8.36K - $9.74K
|
11K
$8.74M
|
|
|
Jan 19, 2023
Q4 2022
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-27- 0.03% |
$8.68K - $10.1K
|
81.1K
$64.5M
|
|
|
Jan 20, 2023
Q4 2022
|
Alta Wealth Advisors LLC
|
SELL
|
- |
-27- 1.01% |
$8.68K - $10.1K
|
2.65K
$2.11M
|
|
|
Jan 23, 2023
Q4 2022
|
Connable Office Inc
|
SELL
|
- |
-27- 0.42% |
$8.68K - $10.1K
|
6.34K
$5.04M
|
|
|
Feb 07, 2023
Q4 2022
|
Accredited Investors Inc.
|
SELL
|
- |
-27- 0.89% |
$8.68K - $10.1K
|
2.99K
$2.38M
|
|
|
Feb 14, 2023
Q4 2022
|
Willner & Heller, LLC
|
SELL
|
- |
-27- 2.52% |
$8.68K - $10.1K
|
1.04K
$830K
|
|
|
Feb 14, 2023
Q4 2022
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-27- 1.2% |
$8.68K - $10.1K
|
2.23K
$1.77M
|
|
|
Jan 26, 2023
Q4 2022
|
First National Corp
|
SELL
|
- |
-28- 0.35% |
$9K - $10.5K
|
7.96K
$6.33M
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-28- 1.08% |
$9K - $10.5K
|
2.57K
$2.04M
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-29- 1.34% |
$9.32K - $10.9K
|
2.13K
$1.7M
|
|
|
Feb 14, 2023
Q4 2022
|
Oberweis Asset Management Inc
Lisle, IL |
SELL
|
- |
-29- 4.34% |
$9.32K - $10.9K
|
639
$508K
|
|
|
Jan 10, 2023
Q4 2022
|
Thomasville National Bank
|
SELL
|
- |
-30- 0.65% |
$9.65K - $11.2K
|
4.59K
$3.65M
|
|
|
Jan 17, 2023
Q4 2022
|
Fortem Financial Group, LLC
|
SELL
|
- |
-30- 1.0% |
$9.65K - $11.2K
|
2.98K
$2.37M
|
|
|
Jan 19, 2023
Q4 2022
|
Curbstone Financial Management Corp
|
SELL
|
- |
-30- 0.35% |
$9.65K - $11.2K
|
8.5K
$6.76M
|
|
|
Jan 20, 2023
Q4 2022
|
Chicago Capital, LLC
|
SELL
|
- |
-30- 0.14% |
$9.65K - $11.2K
|
21.8K
$17.3M
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-30- 8.43% |
$9.65K - $11.2K
|
326
$259K
|
|
|
Feb 09, 2023
Q4 2022
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-30- 4.29% |
$9.65K - $11.2K
|
670
$533K
|
|
|
Feb 13, 2023
Q4 2022
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-30- 3.37% |
$9.65K - $11.2K
|
860
$684K
|
|
|
Feb 14, 2023
Q4 2022
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-30- 1.11% |
$9.65K - $11.2K
|
2.68K
$2.13M
|
|
|
Feb 14, 2023
Q4 2022
|
Trail Ridge Investment Advisors, LLC
|
SELL
|
- |
-30- 3.99% |
$9.65K - $11.2K
|
721
$573K
|
|
|
Feb 14, 2023
Q4 2022
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-30- 0.49% |
$9.65K - $11.2K
|
6.09K
$4.84M
|
|
|
Feb 22, 2023
Q4 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-30- 1.02% |
$9.65K - $11.2K
|
2.92K
$2.32M
|
|
|
Jan 10, 2023
Q4 2022
|
Signature Wealth Management Group
|
SELL
|
- |
-31- 4.15% |
$9.97K - $11.6K
|
716
$569K
|
|
|
Jan 18, 2023
Q4 2022
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-32- 0.06% |
$10.3K - $12K
|
57.2K
$45.5M
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-32- 0.44% |
$10.3K - $12K
|
7.22K
$5.74M
|
|
|
Nov 16, 2023
Q4 2022
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-32- 16.33% |
$10.3K - $12K
|
164
$130K
|
|
|
Jan 17, 2023
Q4 2022
|
Burt Wealth Advisors
|
SELL
|
- |
-33- 1.23% |
$10.6K - $12.4K
|
2.65K
$2.11M
|
|
|
Jan 27, 2023
Q4 2022
|
M&G Investment Management LTD
London, X0 |
SELL
|
- |
-33- 0.1% |
$10.6K - $12.4K
|
31.9K
$25.3M
|