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 04, 2023
Q1 2023
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
634+ 25.67% |
$197K - $231K
|
3.1K
$2.44M
|
|
|
Apr 25, 2023
Q1 2023
|
American National Bank
|
BUY
|
- |
633+ 6.65% |
$197K - $231K
|
10.2K
$7.99M
|
|
|
May 11, 2023
Q1 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
630+ 1.67% |
$196K - $230K
|
38.4K
$30.3M
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
628+ 16.56% |
$195K - $229K
|
4.42K
$3.48M
|
|
|
May 09, 2023
Q1 2023
|
Parametrica Management LTD
|
BUY
|
- |
627+ 8.71% |
$195K - $229K
|
7.83K
$6.16M
|
|
|
May 15, 2023
Q1 2023
|
Garner Asset Management Corp
|
BUY
|
- |
625New |
$194K - $228K
|
625
$492K
|
|
|
Apr 26, 2023
Q1 2023
|
Dock Street Asset Management Inc
|
BUY
|
- |
624+ 86.55% |
$194K - $228K
|
1.35K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
624+ 9.13% |
$194K - $228K
|
7.46K
$5.87M
|
|
|
May 15, 2023
Q1 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
623New |
$194K - $227K
|
623
$490K
|
|
|
May 03, 2023
Q1 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
622New |
$193K - $227K
|
622
$489K
|
|
|
May 10, 2023
Q1 2023
|
Ergoteles LLC
New York, NY |
BUY
|
- |
621+ 12.93% |
$193K - $227K
|
5.43K
$4.27M
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
620+ 101.47% |
$193K - $226K
|
1.23K
$969K
|
|
|
May 02, 2023
Q1 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
617New |
$192K - $225K
|
617
$486K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
614+ 27.11% |
$191K - $224K
|
2.88K
$2.27M
|
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
605+ 21.2% |
$188K - $221K
|
3.46K
$2.72M
|
|
|
May 05, 2023
Q1 2023
|
Coulter & Justus Financial Services, LLC
|
BUY
|
- |
601New |
$187K - $219K
|
601
$473K
|
|
|
Apr 17, 2023
Q1 2023
|
Lake Street Financial LLC
|
BUY
|
- |
598+ 8.69% |
$186K - $218K
|
7.48K
$5.88M
|
|
|
Apr 20, 2023
Q1 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
593New |
$184K - $216K
|
593
$467K
|
|
|
Sep 06, 2023
Q1 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
593New |
$184K - $216K
|
593
$467K
|
|
|
May 08, 2023
Q1 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
592New |
$184K - $216K
|
592
$466K
|
|
|
May 08, 2023
Q1 2023
|
L.M. Kohn & Company
|
BUY
|
- |
591+ 70.53% |
$184K - $216K
|
1.43K
$1.12M
|
|
|
May 09, 2023
Q1 2023
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
591+ 49.46% |
$184K - $216K
|
1.79K
$1.41M
|
|
|
May 12, 2023
Q1 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
BUY
|
- |
591New |
$184K - $216K
|
591
$465K
|
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
590New |
$183K - $215K
|
590
$464K
|
|
|
May 10, 2023
Q1 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
585New |
$182K - $213K
|
585
$460K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
584New |
$181K - $213K
|
584
$460K
|
|
|
Apr 25, 2023
Q1 2023
|
James Investment Research Inc
|
BUY
|
- |
579+ 2.6% |
$180K - $211K
|
22.9K
$18M
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
577+ 4.75% |
$179K - $211K
|
12.7K
$10M
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
576+ 12.25% |
$179K - $210K
|
5.28K
$4.15M
|
|
|
May 05, 2023
Q1 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
575+ 3.8% |
$179K - $210K
|
15.7K
$12.4M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
BUY
|
- |
568+ 0.95% |
$176K - $207K
|
60.2K
$47.4M
|
|
|
Apr 24, 2023
Q1 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
557+ 7.8% |
$173K - $203K
|
7.7K
$6.06M
|
|
|
Apr 25, 2023
Q1 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
554+ 98.05% |
$172K - $202K
|
1.12K
$881K
|
|
|
May 15, 2023
Q1 2023
|
Pfs Investments Inc.
Duluth, GA |
BUY
|
- |
554+ 22.41% |
$172K - $202K
|
3.03K
$2.38M
|
|
|
Apr 27, 2023
Q1 2023
|
Comerica Securities,Inc.
|
BUY
|
- |
552+ 2.29% |
$171K - $201K
|
24.7K
$19.4M
|
|
|
May 12, 2023
Q1 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
548+ 0.22% |
$170K - $200K
|
250K
$197M
|
|
|
May 12, 2023
Q1 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
547+ 0.76% |
$170K - $200K
|
72.2K
$56.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Humankind Investments LLC
|
BUY
|
- |
543+ 10.74% |
$169K - $198K
|
5.6K
$4.4M
|
|
|
May 12, 2023
Q1 2023
|
Dark Forest Capital Management LP
Weston, CT |
BUY
|
- |
540New |
$168K - $197K
|
540
$425K
|
|
|
May 02, 2023
Q1 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
535+ 4.5% |
$166K - $195K
|
12.4K
$9.79M
|
|
|
May 12, 2023
Q1 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
535+ 23.51% |
$166K - $195K
|
2.81K
$2.21M
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
534+ 2.45% |
$166K - $195K
|
22.3K
$17.6M
|
|
|
May 04, 2023
Q1 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
BUY
|
- |
534+ 14.84% |
$166K - $195K
|
4.13K
$3.25M
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
534+ 2.45% |
$166K - $195K
|
22.3K
$17.6M
|
|
|
Apr 17, 2023
Q1 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
525+ 0.57% |
$163K - $192K
|
92.9K
$73.1M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
524+ 11.54% |
$163K - $191K
|
5.07K
$3.99M
|
|
|
May 05, 2023
Q1 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
523New |
$162K - $191K
|
523
$412K
|
|
|
May 08, 2023
Q1 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
521+ 413.49% |
$162K - $190K
|
647
$509K
|
|
|
Apr 18, 2023
Q1 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
508+ 1.23% |
$158K - $185K
|
41.9K
$33M
|
|
|
May 15, 2023
Q1 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
506+ 5.33% |
$157K - $185K
|
10K
$7.87M
|