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
|
Appleton Partners Inc
|
SELL
|
- |
-301- 4.62% |
$96.8K - $113K
|
6.22K
$5.38M
|
|
|
Jan 23, 2023
Q4 2022
|
Center For Asset Management LLC
|
SELL
|
- |
-302- 34.2% |
$97.1K - $113K
|
581
$503K
|
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-303- 4.23% |
$97.4K - $114K
|
6.86K
$5.94M
|
|
|
Feb 01, 2023
Q4 2022
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-304- 7.79% |
$97.8K - $114K
|
3.6K
$3.11M
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-305- 1.86% |
$98.1K - $114K
|
16.1K
$13.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-308- 18.93% |
$99K - $115K
|
1.32K
$1.14M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-310- 0.83% |
$99.7K - $116K
|
37.1K
$32.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Arden Trust CO
|
SELL
|
- |
-311- 5.81% |
$100K - $117K
|
5.05K
$4.36M
|
|
|
Jan 20, 2023
Q4 2022
|
Powers Advisory Group, LLC
|
SELL
|
- |
-312- 8.08% |
$100K - $117K
|
3.55K
$3.07M
|
|
|
Jan 27, 2023
Q4 2022
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-313- 0.35% |
$101K - $117K
|
89.3K
$77.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Windsor Group LTD
|
SELL
|
- |
-316- 0.51% |
$102K - $118K
|
61.7K
$53.4M
|
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-318- 32.09% |
$102K - $119K
|
673
$582K
|
|
|
Feb 13, 2023
Q4 2022
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-321- 0.23% |
$103K - $120K
|
137K
$118M
|
|
|
Jan 17, 2023
Q4 2022
|
Sumitomo Life Insurance CO
|
SELL
|
- |
-322- 1.55% |
$104K - $121K
|
20.4K
$17.7M
|
|
|
Jan 30, 2023
Q4 2022
|
James Investment Research Inc
|
SELL
|
- |
-328- 1.45% |
$105K - $123K
|
22.3K
$19.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Nvwm, LLC
|
SELL
|
- |
-328- 4.86% |
$105K - $123K
|
6.42K
$5.55M
|
|
|
Jan 30, 2023
Q4 2022
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-329- 2.46% |
$106K - $123K
|
13.1K
$11.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-330- 1.61% |
$106K - $124K
|
20.1K
$17.4M
|
|
|
Feb 06, 2023
Q4 2022
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-330- 0.68% |
$106K - $124K
|
48.3K
$41.8M
|
|
|
Jan 30, 2023
Q4 2022
|
Howland Capital Management LLC
|
SELL
|
- |
-333- 4.8% |
$107K - $125K
|
6.61K
$5.72M
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-334- 6.06% |
$107K - $125K
|
5.18K
$4.48M
|
|
|
Jan 19, 2023
Q4 2022
|
Fundamentun, LLC
Beachwood, OH |
SELL
|
- |
-338- 9.65% |
$109K - $127K
|
3.17K
$2.74M
|
|
|
Feb 07, 2023
Q4 2022
|
Franklin Street Advisors Inc
|
SELL
|
- |
-340- 26.11% |
$109K - $127K
|
962
$832K
|
|
|
Feb 13, 2023
Q4 2022
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-340- 3.42% |
$109K - $127K
|
9.59K
$8.3M
|
|
|
Jan 20, 2023
Q4 2022
|
Montecito Bank & Trust
|
SELL
|
- |
-343- 2.96% |
$110K - $129K
|
11.3K
$9.74M
|
|
|
Feb 02, 2023
Q4 2022
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-345- 0.59% |
$111K - $129K
|
57.7K
$49.9M
|
|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-345- 0.66% |
$111K - $129K
|
51.9K
$44.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-348- 13.26% |
$112K - $130K
|
2.28K
$1.97M
|
|
|
Jan 25, 2023
Q4 2022
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-350- 4.49% |
$113K - $131K
|
7.44K
$6.44M
|
|
|
Feb 02, 2023
Q4 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-350- 0.29% |
$113K - $131K
|
121K
$105M
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-350- 65.91% |
$113K - $131K
|
181
$157K
|
|
|
Feb 13, 2023
Q4 2022
|
Marco Investment Management LLC
|
SELL
|
- |
-350- 13.77% |
$113K - $131K
|
2.19K
$1.9M
|
|
|
Feb 13, 2023
Q4 2022
|
Blackhill Capital Inc
Morristown, NJ |
SELL
|
- |
-350- 0.24% |
$113K - $131K
|
147K
$127M
|
|
|
Jan 20, 2023
Q4 2022
|
Hartford Investment Management CO
|
SELL
|
- |
-351- 0.47% |
$113K - $132K
|
74.5K
$64.5M
|
|
|
Jan 25, 2023
Q4 2022
|
Wallington Asset Management, LLC
|
SELL
|
- |
-354- 6.5% |
$114K - $133K
|
5.09K
$4.41M
|
|
|
Feb 01, 2023
Q4 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-356- 5.6% |
$114K - $133K
|
6K
$5.19M
|
|
|
Feb 06, 2023
Q4 2022
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-357- 4.76% |
$115K - $134K
|
7.15K
$6.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-357- 0.71% |
$115K - $134K
|
49.8K
$43.1M
|
|
|
Jan 20, 2023
Q4 2022
|
Kirr Marbach & CO LLC
|
SELL
|
- |
-359- 5.93% |
$115K - $135K
|
5.69K
$4.93M
|
|
|
May 17, 2023
Q4 2022
|
Zhang Financial LLC
|
SELL
|
- |
-359- 27.07% |
$115K - $135K
|
967
$836K
|
|
|
Jan 20, 2023
Q4 2022
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-360- 2.6% |
$116K - $135K
|
13.5K
$11.6M
|
|
|
Jan 25, 2023
Q4 2022
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-360- 25.71% |
$116K - $135K
|
1.04K
$900K
|
|
|
Sep 06, 2024
Q4 2022
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-363- 18.46% |
$117K - $136K
|
1.6K
$1.39M
|
|
|
Feb 10, 2023
Q4 2022
|
Fusion Capital, LLC
|
SELL
|
- |
-373- 1.48% |
$120K - $140K
|
24.8K
$21.5M
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-375- 7.14% |
$121K - $141K
|
4.88K
$4.22M
|
|
|
Jan 24, 2023
Q4 2022
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-376- 1.33% |
$121K - $141K
|
28K
$24.2M
|
|
|
Feb 07, 2023
Q4 2022
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-379- 5.23% |
$122K - $142K
|
6.87K
$5.95M
|
|
|
Jan 23, 2023
Q4 2022
|
Royal Harbor Partners, LLC
|
SELL
|
- |
-381- 7.61% |
$123K - $143K
|
4.62K
$4M
|
|
|
Jan 24, 2023
Q4 2022
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-383- 13.18% |
$123K - $143K
|
2.52K
$2.18M
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
SELL
|
- |
-386- 8.98% |
$124K - $145K
|
3.91K
$3.38M
|