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 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
143+ 3.56% |
$46K - $53.6K
|
4.16K
$3.61M
|
|
Jan 31, 2023
Q4 2022
|
Wambolt & Associates, LLC
|
BUY
|
- |
143+ 11.85% |
$46K - $53.6K
|
1.35K
$1.17M
|
|
Oct 24, 2023
Q4 2022
|
Lynch & Associates
|
BUY
|
- |
143+ 1.86% |
$46K - $53.6K
|
7.83K
$6.8M
|
|
Feb 14, 2023
Q4 2022
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
142+ 2.79% |
$45.7K - $53.2K
|
5.24K
$4.55M
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
141+ 6.8% |
$45.3K - $52.8K
|
2.22K
$1.93M
|
|
Feb 07, 2023
Q4 2022
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
139+ 9.17% |
$44.7K - $52.1K
|
1.66K
$1.44M
|
|
Feb 01, 2023
Q4 2022
|
Red Tortoise LLC
Atlanta, GA |
BUY
|
- |
136New |
$43.7K - $51K
|
136
$118K
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
133+ 12.58% |
$42.8K - $49.8K
|
1.19K
$1.03M
|
|
Feb 14, 2023
Q4 2022
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
131+ 5.99% |
$42.1K - $49.1K
|
2.32K
$2.01M
|
|
Jan 25, 2023
Q4 2022
|
Pettee Investors, Inc.
|
BUY
|
- |
130+ 10.83% |
$41.8K - $48.7K
|
1.33K
$1.16M
|
|
Jun 13, 2023
Q4 2022
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
130+ 19.06% |
$41.8K - $48.7K
|
812
$706K
|
|
Feb 14, 2023
Q4 2022
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
129New |
$41.5K - $48.3K
|
129
$112K
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
128+ 1.54% |
$41.2K - $48K
|
8.43K
$7.33M
|
|
Jan 30, 2023
Q4 2022
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
128New |
$41.2K - $48K
|
128
$111K
|
|
Feb 13, 2023
Q4 2022
|
Alpha Paradigm Partners, LLC
Chicago, IL |
BUY
|
- |
128+ 137.63% |
$41.2K - $48K
|
221
$192K
|
|
Feb 13, 2023
Q4 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
127+ 6.02% |
$40.8K - $47.6K
|
2.24K
$1.94M
|
|
Feb 13, 2023
Q4 2022
|
Independent Advisor Alliance
|
BUY
|
- |
125+ 0.43% |
$40.2K - $46.8K
|
29.1K
$25.2M
|
|
Feb 14, 2023
Q4 2022
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
125+ 7.01% |
$40.2K - $46.8K
|
1.91K
$1.66M
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
125+ 5.96% |
$40.2K - $46.8K
|
2.22K
$1.93M
|
|
Jan 04, 2023
Q4 2022
|
Centric Wealth Management
|
BUY
|
- |
124+ 0.9% |
$39.9K - $46.5K
|
13.9K
$12.1M
|
|
Jan 25, 2023
Q4 2022
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
124+ 12.7% |
$39.9K - $46.5K
|
1.1K
$956K
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
123+ 9.63% |
$39.6K - $46.1K
|
1.4K
$1.22M
|
|
Jan 30, 2023
Q4 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
122+ 1.25% |
$39.2K - $45.7K
|
9.85K
$8.56M
|
|
Feb 02, 2023
Q4 2022
|
Pro Share Advisors LLC
|
BUY
|
- |
121+ 0.11% |
$38.9K - $45.3K
|
111K
$96.4M
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
119+ 6.07% |
$38.3K - $44.6K
|
2.08K
$1.81M
|
|
Jan 17, 2023
Q4 2022
|
Leavell Investment Management, Inc.
|
BUY
|
- |
117+ 2.47% |
$37.6K - $43.8K
|
4.85K
$4.21M
|
|
Feb 21, 2023
Q4 2022
|
Dgs Capital Management, LLC
|
BUY
|
- |
116+ 8.04% |
$37.3K - $43.5K
|
1.56K
$1.35M
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
115+ 18.85% |
$37K - $43.1K
|
725
$630K
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
115+ 3.8% |
$37K - $43.1K
|
3.15K
$2.73M
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
114+ 2.42% |
$36.7K - $42.7K
|
4.82K
$4.19M
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
112+ 0.16% |
$36K - $42K
|
69.7K
$60.6M
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
111+ 5.05% |
$35.7K - $41.6K
|
2.31K
$2.01M
|
|
Jan 19, 2023
Q4 2022
|
Field & Main Bank
|
BUY
|
- |
110+ 12.66% |
$35.4K - $41.2K
|
979
$851K
|
|
Jan 27, 2023
Q4 2022
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
109+ 3.04% |
$35K - $40.8K
|
3.7K
$3.21M
|
|
Jan 26, 2023
Q4 2022
|
Hanseatic Management Services Inc
|
BUY
|
- |
107New |
$34.4K - $40.1K
|
107
$93K
|
|
Feb 14, 2023
Q4 2022
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
107+ 0.42% |
$34.4K - $40.1K
|
25.4K
$22M
|
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
107+ 1.47% |
$34.4K - $40.1K
|
7.38K
$6.41M
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
106+ 2.77% |
$34.1K - $39.7K
|
3.93K
$3.41M
|
|
Feb 02, 2023
Q4 2022
|
180 Wealth Advisors, LLC
|
BUY
|
- |
105+ 4.07% |
$33.8K - $39.3K
|
2.68K
$2.33M
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
105+ 2.21% |
$33.8K - $39.3K
|
4.86K
$4.22M
|
|
Jan 18, 2023
Q4 2022
|
Prentice Wealth Management LLC
|
BUY
|
- |
104+ 7.35% |
$33.4K - $39K
|
1.52K
$1.32M
|
|
Jan 18, 2023
Q4 2022
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
104+ 39.1% |
$33.4K - $39K
|
370
$321K
|
|
Jan 20, 2023
Q4 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
101+ 11.6% |
$32.5K - $37.8K
|
972
$845K
|
|
Jan 17, 2023
Q4 2022
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
100+ 5.96% |
$32.2K - $37.5K
|
1.78K
$1.54M
|
|
Jan 27, 2023
Q4 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
100+ 526.32% |
$32.2K - $37.5K
|
119
$103K
|
|
Jan 31, 2023
Q4 2022
|
Wespac Advisors, LLC
|
BUY
|
- |
100+ 3.76% |
$32.2K - $37.5K
|
2.76K
$2.4M
|
|
Feb 01, 2023
Q4 2022
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
100+ 7.28% |
$32.2K - $37.5K
|
1.47K
$1.28M
|
|
Feb 03, 2023
Q4 2022
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
100New |
$32.2K - $37.5K
|
100
$86.9K
|
|
Feb 06, 2023
Q4 2022
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
100+ 15.38% |
$32.2K - $37.5K
|
750
$652K
|
|
Feb 08, 2023
Q4 2022
|
Hc Advisors, LLC
|
BUY
|
- |
100+ 2.22% |
$32.2K - $37.5K
|
4.6K
$4M
|