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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
481+ 9.15% |
$155K - $180K
|
5.74K
$5.01M
|
|
|
Feb 14, 2023
Q4 2022
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
475+ 5.26% |
$153K - $178K
|
9.5K
$8.29M
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
474New |
$152K - $178K
|
474
$414K
|
|
|
Feb 13, 2023
Q4 2022
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
472+ 3.2% |
$152K - $177K
|
15.2K
$13.3M
|
|
|
Feb 16, 2023
Q4 2022
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
470+ 14.59% |
$151K - $176K
|
3.69K
$3.22M
|
|
|
Feb 07, 2023
Q4 2022
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
463+ 0.41% |
$149K - $173K
|
112K
$97.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
463+ 7.27% |
$149K - $173K
|
6.83K
$5.97M
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
462+ 6.28% |
$149K - $173K
|
7.82K
$6.82M
|
|
|
Feb 14, 2023
Q4 2022
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
457+ 7.63% |
$147K - $171K
|
6.45K
$5.63M
|
|
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
450+ 38.23% |
$145K - $169K
|
1.63K
$1.42M
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
BUY
|
- |
449+ 0.76% |
$144K - $168K
|
59.7K
$52.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
448+ 0.24% |
$144K - $168K
|
188K
$164M
|
|
|
Feb 14, 2023
Q4 2022
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
448+ 43.88% |
$144K - $168K
|
1.47K
$1.28M
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
444+ 49.72% |
$143K - $166K
|
1.34K
$1.17M
|
|
|
Jan 17, 2023
Q4 2022
|
Diversified Trust CO
|
BUY
|
- |
437+ 4.65% |
$141K - $164K
|
9.84K
$8.59M
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
BUY
|
- |
432+ 1.71% |
$139K - $162K
|
25.7K
$22.4M
|
|
|
Feb 14, 2023
Q4 2022
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
431+ 1657.69% |
$139K - $161K
|
457
$399K
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
430New |
$138K - $161K
|
430
$375K
|
|
|
Feb 02, 2023
Q4 2022
|
Sawtooth Solutions, LLC
|
BUY
|
- |
427+ 4.32% |
$137K - $160K
|
10.3K
$9.01M
|
|
|
Jan 24, 2023
Q4 2022
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
423+ 4.87% |
$136K - $158K
|
9.1K
$7.94M
|
|
|
Feb 13, 2023
Q4 2022
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
422+ 9.08% |
$136K - $158K
|
5.07K
$4.43M
|
|
|
Feb 14, 2023
Q4 2022
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
420+ 19.36% |
$135K - $157K
|
2.59K
$2.26M
|
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
415+ 18.78% |
$133K - $155K
|
2.63K
$2.29M
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
409+ 1.58% |
$132K - $153K
|
26.3K
$22.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
BUY
|
- |
409+ 1.64% |
$132K - $153K
|
25.3K
$22.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
408+ 0.46% |
$131K - $153K
|
89.8K
$78.4M
|
|
|
Jan 11, 2023
Q4 2022
|
M&R Capital Management Inc
|
BUY
|
- |
406+ 17.81% |
$131K - $152K
|
2.69K
$2.34M
|
|
|
Jan 25, 2023
Q4 2022
|
M. Kraus & CO
|
BUY
|
- |
406+ 58.76% |
$131K - $152K
|
1.1K
$958K
|
|
|
Feb 14, 2023
Q4 2022
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
400+ 3.64% |
$129K - $150K
|
11.4K
$9.94M
|
|
|
Apr 02, 2024
Q4 2022
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
BUY
|
- |
394+ 14.96% |
$127K - $148K
|
3.03K
$2.64M
|
|
|
Jan 11, 2023
Q4 2022
|
Financial Management Professionals, Inc.
|
BUY
|
- |
389+ 18.77% |
$125K - $146K
|
2.46K
$2.15M
|
|
|
Feb 14, 2023
Q4 2022
|
Stokes Family Office, LLC
|
BUY
|
- |
386+ 8.73% |
$124K - $145K
|
4.81K
$4.2M
|
|
|
Jan 20, 2023
Q4 2022
|
Grandfield & Dodd, LLC
|
BUY
|
- |
380+ 13.01% |
$122K - $142K
|
3.3K
$2.88M
|
|
|
Feb 13, 2023
Q4 2022
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
379New |
$122K - $142K
|
379
$331K
|
|
|
Jan 10, 2023
Q4 2022
|
American National Bank
|
BUY
|
- |
374+ 4.09% |
$120K - $140K
|
9.52K
$8.31M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
372+ 1.56% |
$120K - $139K
|
24.2K
$21.1M
|
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
371+ 3.51% |
$119K - $139K
|
10.9K
$9.54M
|
|
|
Jan 30, 2023
Q4 2022
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
371+ 18.25% |
$119K - $139K
|
2.4K
$2.1M
|
|
|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
368+ 3.89% |
$118K - $138K
|
9.84K
$8.59M
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
368+ 13.58% |
$118K - $138K
|
3.08K
$2.69M
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
368+ 23.79% |
$118K - $138K
|
1.92K
$1.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
366+ 4.72% |
$118K - $137K
|
8.13K
$7.09M
|
|
|
May 23, 2024
Q4 2022
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
361+ 6.48% |
$116K - $135K
|
5.93K
$5.18M
|
|
|
Feb 13, 2023
Q4 2022
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
360+ 54.3% |
$116K - $135K
|
1.02K
$893K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
359+ 23.67% |
$115K - $135K
|
1.88K
$1.64M
|
|
|
Feb 14, 2023
Q4 2022
|
Eagle Asset Management Inc
St Petersburg, FL |
BUY
|
- |
356+ 8.96% |
$114K - $133K
|
4.33K
$3.78M
|
|
|
Jan 25, 2023
Q4 2022
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
352+ 14.01% |
$113K - $132K
|
2.86K
$2.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
352+ 13.4% |
$113K - $132K
|
2.98K
$2.6M
|
|
|
Feb 07, 2023
Q4 2022
|
Centre Asset Management, LLC
|
BUY
|
- |
350+ 4.12% |
$113K - $131K
|
8.85K
$7.72M
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
350+ 3.37% |
$113K - $131K
|
10.7K
$9.37M
|