Purchases and Sales Made in Q1 2023 in Eli Lilly & CO (LLY)
This table provides information about the institutional ownership of Eli Lilly & CO (LLY) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
May 12, 2023
Q1 2023
|
Advisors Asset Management, Inc.
Monument, CO |
BUY
|
- |
819+ 1.05% |
$254K - $299K
|
78.9K
$62.8M
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
818New |
$254K - $298K
|
818
$651K
|
|
|
May 15, 2023
Q1 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
807+ 94.72% |
$251K - $294K
|
1.66K
$1.32M
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
804+ 21.74% |
$250K - $293K
|
4.5K
$3.58M
|
|
|
May 03, 2023
Q1 2023
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
800+ 8.89% |
$249K - $292K
|
9.8K
$7.8M
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
795+ 37.48% |
$247K - $290K
|
2.92K
$2.32M
|
|
|
May 04, 2023
Q1 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
780+ 30.92% |
$242K - $285K
|
3.3K
$2.63M
|
|
|
May 03, 2023
Q1 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
777+ 83.73% |
$241K - $283K
|
1.71K
$1.36M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
775+ 0.99% |
$241K - $283K
|
79K
$62.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Field & Main Bank
|
BUY
|
- |
770+ 78.65% |
$239K - $281K
|
1.75K
$1.39M
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
766+ 8.71% |
$238K - $279K
|
9.56K
$7.61M
|
|
|
Apr 21, 2023
Q1 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
766New |
$238K - $279K
|
766
$610K
|
|
|
Apr 25, 2023
Q1 2023
|
Psi Advisors, LLC
|
BUY
|
- |
766+ 42.02% |
$238K - $279K
|
2.59K
$2.06M
|
|
|
May 15, 2023
Q1 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
766New |
$238K - $279K
|
766
$610K
|
|
|
Apr 06, 2023
Q1 2023
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
762+ 1.42% |
$237K - $278K
|
54.4K
$43.3M
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
762+ 10.33% |
$237K - $278K
|
8.14K
$6.48M
|
|
|
May 15, 2023
Q1 2023
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
BUY
|
- |
747New |
$232K - $273K
|
747
$595K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
735+ 91.53% |
$228K - $268K
|
1.54K
$1.22M
|
|
|
Apr 21, 2023
Q1 2023
|
Financial Management Network Inc
|
BUY
|
- |
730New |
$227K - $266K
|
730
$581K
|
|
|
Apr 21, 2023
Q1 2023
|
Bka Wealth Consulting, Inc.
|
BUY
|
- |
730New |
$227K - $266K
|
730
$581K
|
|
|
May 01, 2023
Q1 2023
|
Truadvice, LLC
Sarasota, FL |
BUY
|
- |
729+ 53.25% |
$226K - $266K
|
2.1K
$1.67M
|
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
727+ 8.28% |
$226K - $265K
|
9.51K
$7.57M
|
|
|
May 15, 2023
Q1 2023
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
727+ 6.95% |
$226K - $265K
|
11.2K
$8.91M
|
|
|
May 10, 2023
Q1 2023
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
725New |
$225K - $264K
|
725
$577K
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
714New |
$222K - $260K
|
714
$568K
|
|
|
Apr 10, 2023
Q1 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
712New |
$221K - $260K
|
712
$567K
|
|
|
Apr 26, 2023
Q1 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
710New |
$221K - $259K
|
710
$565K
|
|
|
May 15, 2023
Q1 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
701New |
$218K - $256K
|
701
$558K
|
|
|
May 12, 2023
Q1 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
700+ 15.7% |
$217K - $255K
|
5.16K
$4.11M
|
|
|
Apr 20, 2023
Q1 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
694+ 1.05% |
$216K - $253K
|
66.7K
$53.1M
|
|
|
Apr 04, 2023
Q1 2023
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
690+ 35.57% |
$214K - $252K
|
2.63K
$2.09M
|
|
|
Apr 19, 2023
Q1 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
690New |
$214K - $252K
|
690
$549K
|
|
|
May 11, 2023
Q1 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
686+ 3.74% |
$213K - $250K
|
19K
$15.1M
|
|
|
Apr 10, 2023
Q1 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
682New |
$212K - $249K
|
682
$543K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
BUY
|
- |
682+ 7.12% |
$212K - $249K
|
10.3K
$8.17M
|
|
|
May 12, 2023
Q1 2023
|
J.Safra Asset Management Corp
|
BUY
|
- |
681New |
$212K - $248K
|
681
$542K
|
|
|
May 08, 2023
Q1 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
680+ 0.54% |
$211K - $248K
|
127K
$101M
|
|
|
May 08, 2023
Q1 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
BUY
|
- |
678+ 15.25% |
$211K - $247K
|
5.12K
$4.08M
|
|
|
May 12, 2023
Q1 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
676+ 18.97% |
$210K - $247K
|
4.24K
$3.38M
|
|
|
May 24, 2023
Q1 2023
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
674+ 102.12% |
$209K - $246K
|
1.33K
$1.06M
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
674+ 100.45% |
$209K - $246K
|
1.35K
$1.07M
|
|
|
May 02, 2023
Q1 2023
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
671+ 26.58% |
$208K - $245K
|
3.2K
$2.54M
|
|
|
May 15, 2023
Q1 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
671New |
$208K - $245K
|
671
$534K
|
|
|
May 15, 2023
Q1 2023
|
True North Advisors, LLC
|
BUY
|
- |
670+ 14.89% |
$208K - $244K
|
5.17K
$4.12M
|
|
|
Apr 28, 2023
Q1 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
667+ 12.45% |
$207K - $243K
|
6.03K
$4.8M
|
|
|
May 04, 2023
Q1 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
656New |
$204K - $239K
|
656
$522K
|
|
|
May 10, 2023
Q1 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
648+ 20.38% |
$201K - $236K
|
3.83K
$3.05M
|
|
|
May 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
634+ 25.67% |
$197K - $231K
|
3.1K
$2.47M
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
633+ 6.65% |
$197K - $231K
|
10.2K
$8.09M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
630+ 1.67% |
$196K - $230K
|
38.4K
$30.6M
|