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Eli Lilly & Co. shares owned by Motive Wealth Advisors

Quarter-by-quarter ownership of Eli Lilly & Co. (LLY) shares owned by Motive Wealth Advisors from 13F filings

Historical chart of Motive Wealth Advisors investment in Eli Lilly & Co.

Tip: Access up to 7 years of quarterly data

All positions including Eli Lilly & Co. held by Motive Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Eli Lilly & Co. by Motive Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $623k 801 777.96
2023-09-30 $371k 690 537.13
2023-06-30 $345k 736 468.98
2023-03-31 $250k 728 343.42
2022-12-31 $293k 801 365.84
2022-09-30 $230k 710 323.94

More positions owned by Motive Wealth Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Us Gwt (IUSG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Core Msci Emkt (IEMG)

View all positions for Motive Wealth Advisors

Top funds holding Eli Lilly & Co.

Lilly Endowment
Vanguard Group
Pnc Financial Services
PRIMECAP Management Company
T. Rowe Price Associates
Jpmorgan Chase & Co
State Farm Mutual Automobile Insurance Company
Wellington Management Company
Bank of America Corporation
Norges Bank Investment Management
Jennison Associates
Legal & General Group
Bank of New York Mellon
Alliancebernstein
Goldman Sachs Group

View all funds holding Eli Lilly & Co.