We are live on ! Find out more
LLY icon

Eli Lilly
LLY

Name Holding Trade Value Shares
Change 		Change in
Stake
DIM
2001
Delta Investment Management
California
$1.89M +$832 +1 +0%
6F
2002
626 Financial
Michigan
$1.89M -$9.15K -11 -0.5%
WGCA
2003
Wolf Group Capital Advisors
Virginia
$1.89M -$2.62M -3,148 -58%
PAG
2004
Powers Advisory Group
Illinois
$1.89M -$51.6K -62 -3%
TAM
2005
Townsend Asset Management
North Carolina
$1.88M -$74.9K -90 -4%
CWS
2006
Cypress Wealth Services
California
$1.88M +$110K +132 +6%
ICM
2007
IMS Capital Management
Oregon
$1.88M +$1.66M +2,000 +717%
PSP
2008
Principal Street Partners
Tennessee
$1.88M +$99.9K +120 +6%
BWP
2009
Baldwin Wealth Partners
Massachusetts
$1.88M +$9.98K +12 +0.5%
CBT
2010
Central Bank & Trust
Kentucky
$1.88M +$10.8K +13 +0.6%
OCM
2011
One Capital Management
California
$1.88M +$336K +404 +22%
SI
2012
Scharf Investments
California
$1.88M +$25.8K +31 +1%
AA
2013
Ancora Advisors
Ohio
$1.87M +$6.66K +8 +0.4%
APW
2014
Aventura Private Wealth
Florida
$1.87M +$255K +306 +16%
WCAMG
2015
Woodard & Company Asset Management Group
North Carolina
$1.87M +$44.1K +53 +2%
NF
2016
Nvest Financial
New Hampshire
$1.87M -$20.8K -25 -1%
OFW
2017
Omnia Family Wealth
Florida
$1.87M +$178K +214 +10%
LA
2018
Latitude Advisors
Florida
$1.86M +$826K +993 +79%
CSPIA
2019
Cary Street Partners Investment Advisory
Virginia
$1.85M +$166K +200 +10%
WCF
2020
West Coast Financial
California
$1.85M – – –
CRCM
2021
Crystal Rock Capital Management
Illinois
$1.85M +$1.86M +2,240 New
RSC
2022
Red Spruce Capital
Pennsylvania
$1.84M -$23.3K -28 -1%
PFT
2023
Providence First Trust
Arizona
$1.83M – – –
MFG
2024
Mosaic Financial Group
Illinois
$1.82M -$5.83K -7 -0.3%
FEG
2025
Financial Enhancement Group
Indiana
$1.82M +$61.6K +74 +3%
79 80
81
82 83