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 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.0% |
$322 - $375
|
41.7K
$36.3M
|
|
Feb 16, 2023
Q4 2022
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1+ 0.15% |
$322 - $375
|
662
$577K
|
|
Jan 18, 2023
Q4 2022
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-1- 0.06% |
$322 - $375
|
1.76K
$1.53M
|
|
Jan 20, 2023
Q4 2022
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-1- 0.07% |
$322 - $375
|
1.37K
$1.19M
|
|
Jan 31, 2023
Q4 2022
|
West End Advisors, LLC
|
SELL
|
- |
-1- 10.0% |
$322 - $375
|
9
$7.85K
|
|
Feb 02, 2023
Q4 2022
|
Concorde Asset Management, LLC
|
SELL
|
- |
-1- 0.1% |
$322 - $375
|
1.01K
$880K
|
|
Feb 10, 2023
Q4 2022
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-1- 25.0% |
$322 - $375
|
3
$2.62K
|
|
Feb 13, 2023
Q4 2022
|
Magnolia Capital Advisors LLC
Jackson, MS |
SELL
|
- |
-1- 0.05% |
$322 - $375
|
2.15K
$1.88M
|
|
Jan 31, 2023
Q4 2022
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2- 0.1% |
$643 - $749
|
2.07K
$1.81M
|
|
Feb 01, 2023
Q4 2022
|
Janney Capital Management LLC
|
SELL
|
- |
-2- 0.21% |
$643 - $749
|
969
$845K
|
|
Feb 03, 2023
Q4 2022
|
Carlson Capital Management
|
SELL
|
- |
-2- 0.06% |
$643 - $749
|
3.63K
$3.17M
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-2- 0.04% |
$643 - $749
|
5.03K
$4.38M
|
|
Feb 13, 2023
Q4 2022
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-2- 0.07% |
$643 - $749
|
3.03K
$2.65M
|
|
Mar 02, 2023
Q4 2022
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-2- 1.29% |
$643 - $749
|
153
$133K
|
|
Jan 06, 2023
Q4 2022
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-3- 0.05% |
$965 - $1.12K
|
6.17K
$5.38M
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
SELL
|
- |
-3- 1.85% |
$965 - $1.12K
|
159
$139K
|
|
Jan 10, 2023
Q4 2022
|
Campbell Wealth Management
|
SELL
|
- |
-4- 0.52% |
$1.29K - $1.5K
|
770
$671K
|
|
Jan 17, 2023
Q4 2022
|
Five Oceans Advisors
|
SELL
|
- |
-4- 0.34% |
$1.29K - $1.5K
|
1.19K
$1.04M
|
|
Feb 06, 2023
Q4 2022
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-4- 0.13% |
$1.29K - $1.5K
|
3.03K
$2.64M
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-4- 0.47% |
$1.29K - $1.5K
|
843
$735K
|
|
Feb 09, 2023
Q4 2022
|
Waddell & Associates, LLC
|
SELL
|
- |
-4- 0.07% |
$1.29K - $1.5K
|
6.05K
$5.28M
|
|
Feb 09, 2023
Q4 2022
|
Financial Network Wealth Management LLC
Draper, UT |
SELL
|
- |
-4- 0.59% |
$1.29K - $1.5K
|
673
$587K
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
SELL
|
- |
-4- 0.13% |
$1.29K - $1.5K
|
3.02K
$2.63M
|
|
May 23, 2023
Q4 2022
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-4- 0.36% |
$1.29K - $1.5K
|
1.11K
$965K
|
|
Jan 17, 2023
Q4 2022
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-5- 0.17% |
$1.61K - $1.87K
|
3K
$2.61M
|
|
Jan 24, 2023
Q4 2022
|
Moseley Investment Management Inc
|
SELL
|
- |
-5- 0.18% |
$1.61K - $1.87K
|
2.74K
$2.39M
|
|
Jan 25, 2023
Q4 2022
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-5- 0.19% |
$1.61K - $1.87K
|
2.57K
$2.24M
|
|
Jan 31, 2023
Q4 2022
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-5- 0.39% |
$1.61K - $1.87K
|
1.28K
$1.11M
|
|
Feb 01, 2023
Q4 2022
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-5- 0.14% |
$1.61K - $1.87K
|
3.53K
$3.08M
|
|
Feb 13, 2023
Q4 2022
|
Mitchell Capital Management CO
|
SELL
|
- |
-5- 0.05% |
$1.61K - $1.87K
|
9.4K
$8.19M
|
|
Feb 14, 2023
Q4 2022
|
Cribstone Capital Management, LLC
Augusta, ME |
SELL
|
- |
-5- 0.52% |
$1.61K - $1.87K
|
950
$828K
|
|
Jan 09, 2023
Q4 2022
|
Radnor Capital Management, LLC
|
SELL
|
- |
-6- 0.13% |
$1.93K - $2.25K
|
4.64K
$4.05M
|
|
Jan 12, 2023
Q4 2022
|
Peoples Financial Services Corp.
|
SELL
|
- |
-6- 0.03% |
$1.93K - $2.25K
|
17.5K
$15.2M
|
|
Jan 12, 2023
Q4 2022
|
Sanders Morris Harris LLC
|
SELL
|
- |
-6- 0.06% |
$1.93K - $2.25K
|
9.99K
$8.71M
|
|
Jan 30, 2023
Q4 2022
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-6- 0.32% |
$1.93K - $2.25K
|
1.84K
$1.61M
|
|
Feb 02, 2023
Q4 2022
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-6- 0.81% |
$1.93K - $2.25K
|
734
$640K
|
|
Feb 13, 2023
Q4 2022
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6- 0.3% |
$1.93K - $2.25K
|
1.99K
$1.74M
|
|
Feb 14, 2023
Q4 2022
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-6- 0.08% |
$1.93K - $2.25K
|
7.32K
$6.38M
|
|
Feb 14, 2023
Q4 2022
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-6- 0.3% |
$1.93K - $2.25K
|
1.97K
$1.71M
|
|
Feb 16, 2023
Q4 2022
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-6- 0.49% |
$1.93K - $2.25K
|
1.22K
$1.06M
|
|
Jan 17, 2023
Q4 2022
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-7- 1.02% |
$2.25K - $2.62K
|
678
$591K
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-7- 0.12% |
$2.25K - $2.62K
|
5.89K
$5.13M
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-7- 0.03% |
$2.25K - $2.62K
|
23.3K
$20.3M
|
|
Feb 13, 2023
Q4 2022
|
Tfc Financial Management
|
SELL
|
- |
-7- 31.82% |
$2.25K - $2.62K
|
15
$13.1K
|
|
Feb 15, 2023
Q4 2022
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-7- 0.33% |
$2.25K - $2.62K
|
2.09K
$1.82M
|
|
Jan 18, 2023
Q4 2022
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-8- 0.08% |
$2.57K - $3K
|
10.5K
$9.18M
|
|
Feb 09, 2023
Q4 2022
|
Longfellow Investment Management CO LLC
Boston, MA |
SELL
|
- |
-8- 61.54% |
$2.57K - $3K
|
5
$4.36K
|
|
Feb 10, 2023
Q4 2022
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-8- 0.88% |
$2.57K - $3K
|
898
$783K
|
|
Feb 13, 2023
Q4 2022
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-8- 0.32% |
$2.57K - $3K
|
2.51K
$2.18M
|
|
Jan 25, 2023
Q4 2022
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-9- 0.9% |
$2.89K - $3.37K
|
990
$863K
|