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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
504+ 38.47% |
$157K - $184K
|
1.81K
$1.5M
|
|
|
Apr 10, 2025
Q1 2023
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
504+ 204.88% |
$157K - $184K
|
750
$621K
|
|
|
May 09, 2023
Q1 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
501+ 25.99% |
$156K - $183K
|
2.43K
$2.01M
|
|
|
May 08, 2023
Q1 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
500New |
$155K - $182K
|
500
$414K
|
|
|
May 12, 2023
Q1 2023
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
500+ 31.25% |
$155K - $182K
|
2.1K
$1.74M
|
|
|
May 15, 2023
Q1 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
500+ 0.33% |
$155K - $182K
|
150K
$124M
|
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
499+ 5.69% |
$155K - $182K
|
9.27K
$7.67M
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
498+ 3.82% |
$155K - $182K
|
13.5K
$11.2M
|
|
|
May 05, 2023
Q1 2023
|
Pitcairn CO
Jenkintown, PA |
BUY
|
- |
480+ 6.74% |
$149K - $175K
|
7.6K
$6.29M
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
BUY
|
- |
479+ 0.28% |
$149K - $175K
|
172K
$142M
|
|
|
May 11, 2023
Q1 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
479+ 2.5% |
$149K - $175K
|
19.7K
$16.3M
|
|
|
May 11, 2023
Q1 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
478+ 7.56% |
$148K - $174K
|
6.8K
$5.63M
|
|
|
May 09, 2023
Q1 2023
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
476+ 36.99% |
$148K - $174K
|
1.76K
$1.46M
|
|
|
Apr 18, 2023
Q1 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
475+ 12.11% |
$148K - $173K
|
4.4K
$3.64M
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
475+ 36.79% |
$148K - $173K
|
1.77K
$1.46M
|
|
|
May 02, 2023
Q1 2023
|
Sky Oak Wealth, LLC
|
BUY
|
- |
472+ 1.63% |
$147K - $172K
|
29.5K
$24.4M
|
|
|
May 11, 2023
Q1 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
472+ 21.66% |
$147K - $172K
|
2.65K
$2.19M
|
|
|
May 15, 2023
Q1 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
470+ 22.49% |
$146K - $171K
|
2.56K
$2.12M
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
465+ 18.21% |
$144K - $170K
|
3.02K
$2.5M
|
|
|
Jul 11, 2023
Q1 2023
|
Virginia Retirement Systems Et Al
Richmond, VA |
BUY
|
- |
464+ 0.57% |
$144K - $169K
|
81.8K
$67.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Arizona State Retirement System
|
BUY
|
- |
461+ 0.21% |
$143K - $168K
|
221K
$182M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
457+ 9.01% |
$142K - $167K
|
5.53K
$4.57M
|
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
455+ 0.73% |
$141K - $166K
|
62.9K
$52M
|
|
|
Apr 24, 2023
Q1 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
453+ 18.84% |
$141K - $165K
|
2.86K
$2.36M
|
|
|
May 03, 2023
Q1 2023
|
Gryphon Financial Partners LLC
|
BUY
|
- |
453+ 29.55% |
$141K - $165K
|
1.99K
$1.64M
|
|
|
Apr 24, 2023
Q1 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
452+ 4.54% |
$140K - $165K
|
10.4K
$8.61M
|
|
|
May 12, 2023
Q1 2023
|
Banco De Sabadell, S.A
Miami, FL |
BUY
|
- |
451+ 7.21% |
$140K - $165K
|
6.71K
$5.55M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
450+ 7.35% |
$140K - $164K
|
6.57K
$5.44M
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
446+ 12.71% |
$139K - $163K
|
3.96K
$3.27M
|
|
|
Apr 11, 2023
Q1 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
443+ 10.38% |
$138K - $162K
|
4.71K
$3.9M
|
|
|
Apr 17, 2023
Q1 2023
|
ETF Managers Group, LLC
Summit, NJ |
BUY
|
- |
438New |
$136K - $160K
|
438
$362K
|
|
|
Apr 27, 2023
Q1 2023
|
Rice Partnership, LLC
|
BUY
|
- |
434+ 1.46% |
$135K - $158K
|
30.3K
$25M
|
|
|
Apr 17, 2023
Q1 2023
|
E&G Advisors, LP
|
BUY
|
- |
430+ 15.93% |
$134K - $157K
|
3.13K
$2.59M
|
|
|
May 08, 2023
Q1 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
430+ 32.33% |
$134K - $157K
|
1.76K
$1.46M
|
|
|
May 08, 2023
Q1 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
430+ 2.1% |
$134K - $157K
|
20.9K
$17.3M
|
|
|
May 02, 2023
Q1 2023
|
Park Place Capital Corp
Birmingham, AL |
BUY
|
- |
429+ 14.02% |
$133K - $157K
|
3.49K
$2.89M
|
|
|
May 10, 2023
Q1 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
426+ 88.2% |
$132K - $155K
|
909
$752K
|
|
|
May 10, 2023
Q1 2023
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
BUY
|
- |
425New |
$132K - $155K
|
425
$352K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
423New |
$131K - $154K
|
423
$350K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
423+ 2.04% |
$131K - $154K
|
21.2K
$17.5M
|
|
|
Jan 23, 2024
Q1 2023
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
BUY
|
- |
421+ 14.5% |
$131K - $154K
|
3.32K
$2.75M
|
|
|
Apr 26, 2023
Q1 2023
|
Provence Wealth Management Group
|
BUY
|
- |
419+ 29.63% |
$130K - $153K
|
1.83K
$1.52M
|
|
|
Mar 11, 2025
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
417+ 36.51% |
$130K - $152K
|
1.56K
$1.29M
|
|
|
May 11, 2023
Q1 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
412+ 3.08% |
$128K - $150K
|
13.8K
$11.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
411+ 14.5% |
$128K - $150K
|
3.25K
$2.69M
|
|
|
Apr 06, 2023
Q1 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
407+ 1.89% |
$126K - $148K
|
21.9K
$18.1M
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
403+ 8.01% |
$125K - $147K
|
5.43K
$4.5M
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
402+ 8.26% |
$125K - $147K
|
5.27K
$4.36M
|
|
|
May 01, 2023
Q1 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
400+ 108.11% |
$124K - $146K
|
770
$637K
|
|
|
May 03, 2023
Q1 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
400+ 189.57% |
$124K - $146K
|
611
$506K
|