Purchases and Sales Made in Q3 2022 in Eli Lilly & CO (LLY)
This table provides information about the institutional ownership of Eli Lilly & CO (LLY) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 18, 2022
Q3 2022
|
Plimoth Trust CO LLC
|
BUY
|
- |
26+ 0.28% |
$7.71K - $8.78K
|
9.21K
$8M
|
|
|
Nov 09, 2022
Q3 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
26+ 2.18% |
$7.71K - $8.78K
|
1.22K
$1.06M
|
|
|
Nov 14, 2022
Q3 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
26+ 3.06% |
$7.71K - $8.78K
|
876
$761K
|
|
|
Nov 14, 2022
Q3 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
26New |
$7.71K - $8.78K
|
26
$22.6K
|
|
|
Oct 12, 2022
Q3 2022
|
Salvus Wealth Management, LLC
|
BUY
|
- |
25+ 2.19% |
$7.41K - $8.45K
|
1.17K
$1.01M
|
|
|
Oct 06, 2022
Q3 2022
|
Atlas Brown,Inc.
|
BUY
|
- |
25+ 0.97% |
$7.41K - $8.45K
|
2.6K
$2.25M
|
|
|
Oct 12, 2022
Q3 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
25+ 1.85% |
$7.41K - $8.45K
|
1.37K
$1.19M
|
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
25+ 125.0% |
$7.41K - $8.45K
|
45
$39.1K
|
|
|
Oct 07, 2022
Q3 2022
|
Seneca House Advisors
|
BUY
|
- |
25+ 1.85% |
$7.41K - $8.45K
|
1.37K
$1.19M
|
|
|
Oct 18, 2022
Q3 2022
|
Dividend Assets Capital, LLC
|
BUY
|
- |
25+ 1.6% |
$7.41K - $8.45K
|
1.59K
$1.38M
|
|
|
Oct 24, 2022
Q3 2022
|
Mc Adam, LLC
|
BUY
|
- |
25+ 2.93% |
$7.41K - $8.45K
|
879
$764K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
25+ 7.55% |
$7.41K - $8.45K
|
356
$309K
|
|
|
Nov 03, 2022
Q3 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
25+ 1.64% |
$7.41K - $8.45K
|
1.55K
$1.34M
|
|
|
Nov 07, 2022
Q3 2022
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
25+ 0.21% |
$7.41K - $8.45K
|
11.8K
$10.2M
|
|
|
Oct 12, 2022
Q3 2022
|
Ignite Planners, LLC
|
BUY
|
- |
24+ 1.8% |
$7.12K - $8.11K
|
1.36K
$1.18M
|
|
|
Nov 04, 2022
Q3 2022
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
24+ 12.0% |
$7.12K - $8.11K
|
224
$195K
|
|
|
Oct 13, 2022
Q3 2022
|
Red Door Wealth Management, LLC
|
BUY
|
- |
23+ 3.32% |
$6.82K - $7.77K
|
715
$621K
|
|
|
Oct 18, 2022
Q3 2022
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
23New |
$6.82K - $7.77K
|
23
$20K
|
|
|
Oct 19, 2022
Q3 2022
|
Essex Savings Bank
|
BUY
|
- |
23+ 0.17% |
$6.82K - $7.77K
|
13.3K
$11.6M
|
|
|
Nov 08, 2022
Q3 2022
|
Zions Bancorporation, N.A.
|
BUY
|
- |
23+ 0.46% |
$6.82K - $7.77K
|
5.06K
$4.39M
|
|
|
Oct 31, 2022
Q3 2022
|
Oakworth Capital, Inc.
|
BUY
|
- |
22+ 0.56% |
$6.52K - $7.43K
|
3.97K
$3.45M
|
|
|
Oct 31, 2022
Q3 2022
|
Optas, LLC
|
BUY
|
- |
22+ 2.16% |
$6.52K - $7.43K
|
1.04K
$905K
|
|
|
Nov 03, 2022
Q3 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
22New |
$6.52K - $7.43K
|
22
$19.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
22+ 0.38% |
$6.52K - $7.43K
|
5.86K
$5.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
22+ 1.06% |
$6.52K - $7.43K
|
2.1K
$1.82M
|
|
|
Oct 20, 2022
Q3 2022
|
Sfmg, LLC
|
BUY
|
- |
21+ 0.78% |
$6.23K - $7.1K
|
2.7K
$2.34M
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
21+ 2.15% |
$6.23K - $7.1K
|
996
$865K
|
|
|
Oct 24, 2022
Q3 2022
|
Cubic Asset Management, LLC
|
BUY
|
- |
20+ 1.13% |
$5.93K - $6.76K
|
1.8K
$1.56M
|
|
|
Nov 01, 2022
Q3 2022
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
20+ 1.4% |
$5.93K - $6.76K
|
1.45K
$1.26M
|
|
|
Nov 14, 2022
Q3 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
20+ 0.75% |
$5.93K - $6.76K
|
2.7K
$2.35M
|
|
|
Nov 14, 2022
Q3 2022
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
19+ 1.41% |
$5.63K - $6.42K
|
1.37K
$1.19M
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
18+ 0.48% |
$5.34K - $6.08K
|
3.78K
$3.28M
|
|
|
Nov 01, 2022
Q3 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
18+ 1.19% |
$5.34K - $6.08K
|
1.53K
$1.33M
|
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
18+ 0.98% |
$5.34K - $6.08K
|
1.85K
$1.61M
|
|
|
Nov 08, 2022
Q3 2022
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
18+ 0.34% |
$5.34K - $6.08K
|
5.25K
$4.56M
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
18+ 2.92% |
$5.34K - $6.08K
|
635
$552K
|
|
|
Nov 10, 2022
Q3 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
BUY
|
- |
18+ 2.56% |
$5.34K - $6.08K
|
720
$626K
|
|
|
Nov 14, 2022
Q3 2022
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
18+ 1.41% |
$5.34K - $6.08K
|
1.29K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
18New |
$5.34K - $6.08K
|
18
$15.6K
|
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
18+ 0.98% |
$5.34K - $6.08K
|
1.85K
$1.61M
|
|
|
Oct 21, 2022
Q3 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
17+ 3.4% |
$5.04K - $5.74K
|
517
$449K
|
|
|
Nov 08, 2022
Q3 2022
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
17+ 2.72% |
$5.04K - $5.74K
|
642
$558K
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
16+ 0.48% |
$4.74K - $5.41K
|
3.38K
$2.94M
|
|
|
Nov 08, 2022
Q3 2022
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
16+ 2.52% |
$4.74K - $5.41K
|
651
$566K
|
|
|
Nov 14, 2022
Q3 2022
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
16+ 0.45% |
$4.74K - $5.41K
|
3.55K
$3.09M
|
|
|
Nov 14, 2022
Q3 2022
|
Hotaling Investment Management, LLC
Wayne, PA |
BUY
|
- |
16+ 0.48% |
$4.74K - $5.41K
|
3.36K
$2.92M
|
|
|
Oct 13, 2022
Q3 2022
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
15+ 2.33% |
$4.45K - $5.07K
|
658
$572K
|
|
|
Oct 25, 2022
Q3 2022
|
New Square Capital LLC
|
BUY
|
- |
15New |
$4.45K - $5.07K
|
15
$13K
|
|
|
Nov 03, 2022
Q3 2022
|
Wd Rutherford LLC
|
BUY
|
- |
15+ 2.63% |
$4.45K - $5.07K
|
585
$508K
|
|
|
Nov 14, 2022
Q3 2022
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
15+ 0.82% |
$4.45K - $5.07K
|
1.85K
$1.6M
|