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 10, 2023
Q4 2022
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
565New |
$182K - $212K
|
565
$496K
|
|
|
Jun 12, 2023
Q4 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
565+ 2.26% |
$182K - $212K
|
25.6K
$22.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
564+ 2.19% |
$181K - $211K
|
26.3K
$23.1M
|
|
|
Jan 19, 2023
Q4 2022
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
563New |
$181K - $211K
|
563
$494K
|
|
|
Feb 14, 2023
Q4 2022
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
562New |
$181K - $211K
|
562
$494K
|
|
|
Jan 10, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
561New |
$180K - $210K
|
561
$493K
|
|
|
Jul 07, 2023
Q4 2022
|
Fulcrum Equity Management
|
BUY
|
- |
561New |
$180K - $210K
|
561
$493K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
559+ 2.82% |
$180K - $209K
|
20.4K
$17.9M
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
559New |
$180K - $209K
|
559
$491K
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
558+ 8.83% |
$179K - $209K
|
6.88K
$6.04M
|
|
|
Feb 06, 2023
Q4 2022
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
557New |
$179K - $209K
|
557
$489K
|
|
|
Feb 09, 2023
Q4 2022
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
554+ 40.32% |
$178K - $208K
|
1.93K
$1.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
553New |
$178K - $207K
|
553
$486K
|
|
|
Feb 21, 2023
Q4 2022
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
552+ 45.66% |
$177K - $207K
|
1.76K
$1.55M
|
|
|
Jan 30, 2023
Q4 2022
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
550New |
$177K - $206K
|
550
$483K
|
|
|
Jan 31, 2023
Q4 2022
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
550New |
$177K - $206K
|
550
$483K
|
|
|
Feb 07, 2023
Q4 2022
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
550+ 36.76% |
$177K - $206K
|
2.05K
$1.8M
|
|
|
Feb 09, 2023
Q4 2022
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
550New |
$177K - $206K
|
550
$483K
|
|
|
Feb 13, 2023
Q4 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
550New |
$177K - $206K
|
550
$483K
|
|
|
Feb 14, 2023
Q4 2022
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
549New |
$177K - $206K
|
549
$482K
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
548+ 4.07% |
$176K - $205K
|
14K
$12.3M
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
538+ 84.72% |
$173K - $202K
|
1.17K
$1.03M
|
|
|
Feb 13, 2023
Q4 2022
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
538+ 43.53% |
$173K - $202K
|
1.77K
$1.56M
|
|
|
Feb 01, 2023
Q4 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
536+ 68.28% |
$172K - $201K
|
1.32K
$1.16M
|
|
|
Jan 20, 2023
Q4 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
534+ 3.22% |
$172K - $200K
|
17.1K
$15M
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
534+ 0.83% |
$172K - $200K
|
64.7K
$56.9M
|
|
|
Jan 26, 2023
Q4 2022
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
531+ 0.61% |
$171K - $199K
|
88.2K
$77.5M
|
|
|
Feb 13, 2023
Q4 2022
|
Souders Financial Advisors
|
BUY
|
- |
531+ 23.4% |
$171K - $199K
|
2.8K
$2.46M
|
|
|
Feb 07, 2023
Q4 2022
|
Arizona State Retirement System
|
BUY
|
- |
526+ 0.24% |
$169K - $197K
|
220K
$193M
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
523+ 1.48% |
$168K - $196K
|
35.8K
$31.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
522+ 18.55% |
$168K - $196K
|
3.34K
$2.93M
|
|
|
Feb 03, 2023
Q4 2022
|
9258 Wealth Management, LLC
|
BUY
|
- |
511+ 11.33% |
$164K - $191K
|
5.02K
$4.41M
|
|
|
Feb 08, 2023
Q4 2022
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
511+ 12.09% |
$164K - $191K
|
4.74K
$4.16M
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
508+ 1.17% |
$163K - $190K
|
43.9K
$38.5M
|
|
|
Feb 09, 2023
Q4 2022
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
507+ 12.12% |
$163K - $190K
|
4.69K
$4.12M
|
|
|
Jan 20, 2023
Q4 2022
|
Mjp Associates Inc
|
BUY
|
- |
503+ 47.05% |
$162K - $188K
|
1.57K
$1.38M
|
|
|
Jan 26, 2023
Q4 2022
|
Archford Capital Strategies, LLC
|
BUY
|
- |
502+ 14.68% |
$161K - $188K
|
3.92K
$3.44M
|
|
|
Jan 24, 2023
Q4 2022
|
Louisiana State Employees Retirement System
|
BUY
|
- |
500+ 0.99% |
$161K - $187K
|
51K
$44.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
500+ 10.37% |
$161K - $187K
|
5.32K
$4.67M
|
|
|
Jan 30, 2023
Q4 2022
|
Cross Staff Investments Inc
|
BUY
|
- |
500+ 23.81% |
$161K - $187K
|
2.6K
$2.28M
|
|
|
Feb 03, 2023
Q4 2022
|
First Dallas Securities Inc.
|
BUY
|
- |
500+ 12.13% |
$161K - $187K
|
4.62K
$4.06M
|
|
|
Feb 10, 2023
Q4 2022
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
498+ 31.11% |
$160K - $187K
|
2.1K
$1.84M
|
|
|
Feb 10, 2023
Q4 2022
|
Intrust Bank Na
Wichita, KS |
BUY
|
- |
497+ 3.65% |
$160K - $186K
|
14.1K
$12.4M
|
|
|
Jan 30, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
496+ 48.2% |
$159K - $186K
|
1.53K
$1.34M
|
|
|
Jan 27, 2023
Q4 2022
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
494+ 7.57% |
$159K - $185K
|
7.02K
$6.17M
|
|
|
Feb 14, 2023
Q4 2022
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
491+ 17.84% |
$158K - $184K
|
3.24K
$2.85M
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
487New |
$157K - $182K
|
487
$428K
|
|
|
Feb 14, 2023
Q4 2022
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
486+ 3.46% |
$156K - $182K
|
14.5K
$12.7M
|
|
|
Feb 07, 2023
Q4 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
483New |
$155K - $181K
|
483
$424K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
482+ 3.41% |
$155K - $181K
|
14.6K
$12.8M
|