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
|
Diamant Asset Management, Inc.
|
BUY
|
- |
800New |
$257K - $300K
|
800
$703K
|
|
Feb 13, 2023
Q4 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
800New |
$257K - $300K
|
800
$703K
|
|
Feb 14, 2023
Q4 2022
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
800+ 1.29% |
$257K - $300K
|
62.9K
$55.2M
|
|
Oct 19, 2023
Q4 2022
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
800+ 51.12% |
$257K - $300K
|
2.37K
$2.08M
|
|
Feb 06, 2023
Q4 2022
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
796+ 10.8% |
$256K - $298K
|
8.16K
$7.17M
|
|
Feb 13, 2023
Q4 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
795+ 90.34% |
$256K - $298K
|
1.68K
$1.47M
|
|
Jan 10, 2023
Q4 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
793+ 4.53% |
$255K - $297K
|
18.3K
$16.1M
|
|
Feb 08, 2023
Q4 2022
|
Donoghue Forlines LLC
|
BUY
|
- |
791+ 17.83% |
$254K - $296K
|
5.23K
$4.59M
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
787New |
$253K - $295K
|
787
$691K
|
|
Jan 26, 2023
Q4 2022
|
Dupont Capital Management Corp
|
BUY
|
- |
782+ 4.85% |
$251K - $293K
|
16.9K
$14.8M
|
|
Feb 01, 2023
Q4 2022
|
Waypoint Wealth Partners Inc.
|
BUY
|
- |
782New |
$251K - $293K
|
782
$687K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
782+ 6.87% |
$251K - $293K
|
12.2K
$10.7M
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
782New |
$251K - $293K
|
782
$687K
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
781+ 25.93% |
$251K - $293K
|
3.79K
$3.33M
|
|
Jan 20, 2023
Q4 2022
|
Anderson Hoagland & CO
|
BUY
|
- |
778+ 3.76% |
$250K - $291K
|
21.5K
$18.9M
|
|
Feb 09, 2023
Q4 2022
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
776New |
$250K - $291K
|
776
$682K
|
|
Feb 07, 2023
Q4 2022
|
Beck Bode, LLC
|
BUY
|
- |
774+ 8.17% |
$249K - $290K
|
10.2K
$9M
|
|
Feb 14, 2023
Q4 2022
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
766New |
$246K - $287K
|
766
$673K
|
|
Jan 18, 2023
Q4 2022
|
Czech National Bank
Prague, 2N |
BUY
|
- |
764+ 0.83% |
$246K - $286K
|
92.4K
$81.2M
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
BUY
|
- |
763+ 14.18% |
$245K - $286K
|
6.14K
$5.4M
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
BUY
|
- |
760+ 56.97% |
$244K - $285K
|
2.09K
$1.84M
|
|
Feb 14, 2023
Q4 2022
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
760New |
$244K - $285K
|
760
$668K
|
|
Jan 27, 2023
Q4 2022
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
757New |
$243K - $284K
|
757
$665K
|
|
Jan 31, 2023
Q4 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
757+ 1.73% |
$243K - $284K
|
44.4K
$39M
|
|
Feb 13, 2023
Q4 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
757+ 2.24% |
$243K - $284K
|
34.5K
$30.3M
|
|
Feb 27, 2023
Q4 2022
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
756New |
$243K - $283K
|
756
$664K
|
|
Feb 01, 2023
Q4 2022
|
Capital Directions Investment Advisors, LLC
|
BUY
|
- |
754New |
$242K - $283K
|
754
$662K
|
|
Mar 30, 2023
Q4 2022
|
Reframe Wealth, LLC
Fairfax, VA |
BUY
|
- |
754New |
$242K - $283K
|
754
$662K
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
753+ 2.3% |
$242K - $282K
|
33.5K
$29.4M
|
|
Jan 31, 2023
Q4 2022
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
750+ 19.46% |
$241K - $281K
|
4.61K
$4.04M
|
|
Feb 08, 2023
Q4 2022
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
750+ 73.53% |
$241K - $281K
|
1.77K
$1.55M
|
|
Feb 14, 2023
Q4 2022
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
748New |
$241K - $280K
|
748
$657K
|
|
Feb 10, 2023
Q4 2022
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
747New |
$240K - $280K
|
747
$656K
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
745New |
$240K - $279K
|
745
$654K
|
|
Jan 27, 2023
Q4 2022
|
Planning Center, Inc.
|
BUY
|
- |
743New |
$239K - $278K
|
743
$653K
|
|
Jan 20, 2023
Q4 2022
|
Griffin Asset Management, Inc.
|
BUY
|
- |
737New |
$237K - $276K
|
737
$647K
|
|
Jan 17, 2023
Q4 2022
|
Bank Of Stockton
|
BUY
|
- |
735New |
$236K - $275K
|
735
$646K
|
|
Jan 18, 2023
Q4 2022
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
735New |
$236K - $275K
|
735
$646K
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
729New |
$234K - $273K
|
729
$640K
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
725+ 23.16% |
$233K - $272K
|
3.86K
$3.39M
|
|
Feb 13, 2023
Q4 2022
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
723New |
$232K - $271K
|
723
$635K
|
|
Feb 13, 2023
Q4 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
708New |
$228K - $265K
|
708
$622K
|
|
Jan 23, 2023
Q4 2022
|
Aspiriant, LLC
|
BUY
|
- |
707New |
$227K - $265K
|
707
$621K
|
|
Feb 02, 2023
Q4 2022
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
705New |
$227K - $264K
|
705
$619K
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
700New |
$225K - $262K
|
700
$615K
|
|
Feb 08, 2023
Q4 2022
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
700New |
$225K - $262K
|
700
$615K
|
|
Jan 20, 2023
Q4 2022
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
693+ 16.34% |
$223K - $260K
|
4.93K
$4.33M
|
|
Feb 02, 2023
Q4 2022
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
691+ 47.85% |
$222K - $259K
|
2.14K
$1.88M
|
|
Feb 13, 2023
Q4 2022
|
Forte Capital LLC
|
BUY
|
- |
688New |
$221K - $258K
|
688
$604K
|
|
Feb 03, 2023
Q4 2022
|
St. Louis Trust CO
|
BUY
|
- |
687New |
$221K - $257K
|
687
$603K
|