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 10, 2023
Q1 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
393+ 8.38% |
$122K - $143K
|
5.08K
$4.68M
|
|
Apr 26, 2023
Q1 2023
|
Walter & Keenan Wealth Management LLC
|
BUY
|
- |
389+ 1.35% |
$121K - $142K
|
29.2K
$26.9M
|
|
Apr 21, 2023
Q1 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
388+ 40.71% |
$121K - $142K
|
1.34K
$1.23M
|
|
May 09, 2023
Q1 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
388+ 22.99% |
$121K - $142K
|
2.08K
$1.91M
|
|
May 09, 2023
Q1 2023
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
387+ 0.29% |
$120K - $141K
|
134K
$123M
|
|
Apr 24, 2023
Q1 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
386+ 12.96% |
$120K - $141K
|
3.37K
$3.1M
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
385+ 10.7% |
$120K - $140K
|
3.98K
$3.67M
|
|
May 08, 2023
Q1 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
380+ 48.53% |
$118K - $139K
|
1.16K
$1.07M
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
380+ 15.04% |
$118K - $139K
|
2.91K
$2.68M
|
|
Apr 03, 2023
Q1 2023
|
Symmetry Partners, LLC
|
BUY
|
- |
379+ 2.34% |
$118K - $138K
|
16.6K
$15.3M
|
|
May 15, 2023
Q1 2023
|
Capital International LTD
Los Angeles, CA |
BUY
|
- |
376+ 0.35% |
$117K - $137K
|
106K
$98M
|
|
Apr 19, 2023
Q1 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
375+ 22.87% |
$116K - $137K
|
2.02K
$1.86M
|
|
May 15, 2023
Q1 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
373+ 0.83% |
$116K - $136K
|
45.5K
$41.9M
|
|
May 12, 2023
Q1 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
372+ 8.06% |
$116K - $136K
|
4.99K
$4.59M
|
|
Feb 12, 2025
Q1 2023
|
Bit Capital Gmb H
Berlin, 2M |
BUY
|
- |
371New |
$115K - $135K
|
371
$342K
|
|
May 11, 2023
Q1 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
370+ 20.19% |
$115K - $135K
|
2.2K
$2.03M
|
|
May 03, 2023
Q1 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
369New |
$115K - $135K
|
369
$340K
|
|
Apr 19, 2023
Q1 2023
|
Close Asset Management LTD
|
BUY
|
- |
368+ 15.09% |
$114K - $134K
|
2.81K
$2.58M
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
BUY
|
- |
361+ 17.3% |
$112K - $132K
|
2.45K
$2.25M
|
|
May 10, 2023
Q1 2023
|
Zhang Financial LLC
|
BUY
|
- |
359+ 37.13% |
$112K - $131K
|
1.33K
$1.22M
|
|
May 11, 2023
Q1 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
359+ 61.37% |
$112K - $131K
|
944
$869K
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
355+ 33.59% |
$110K - $130K
|
1.41K
$1.3M
|
|
May 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
355+ 45.63% |
$110K - $130K
|
1.13K
$1.04M
|
|
Apr 11, 2023
Q1 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
354+ 34.6% |
$110K - $129K
|
1.38K
$1.27M
|
|
May 09, 2023
Q1 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
354+ 8.01% |
$110K - $129K
|
4.77K
$4.39M
|
|
May 10, 2023
Q1 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
351+ 0.57% |
$109K - $128K
|
62.4K
$57.4M
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
BUY
|
- |
349+ 2.25% |
$108K - $127K
|
15.9K
$14.6M
|
|
Oct 24, 2023
Q1 2023
|
Lynch & Associates
|
BUY
|
- |
348+ 4.51% |
$108K - $127K
|
8.06K
$7.42M
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
340+ 6.45% |
$106K - $124K
|
5.61K
$5.17M
|
|
Apr 28, 2023
Q1 2023
|
Ninety One Uk LTD
London, X0 |
BUY
|
- |
340+ 0.66% |
$106K - $124K
|
51.5K
$47.4M
|
|
May 02, 2023
Q1 2023
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
340+ 18.51% |
$106K - $124K
|
2.18K
$2M
|
|
May 12, 2023
Q1 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
339+ 1.34% |
$105K - $124K
|
25.7K
$23.7M
|
|
Apr 26, 2023
Q1 2023
|
Veriti Management LLC
|
BUY
|
- |
337+ 2.86% |
$105K - $123K
|
12.1K
$11.2M
|
|
May 12, 2023
Q1 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
337+ 0.98% |
$105K - $123K
|
34.8K
$32M
|
|
Apr 27, 2023
Q1 2023
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
333+ 14.35% |
$103K - $121K
|
2.65K
$2.44M
|
|
May 01, 2023
Q1 2023
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
333+ 0.76% |
$103K - $121K
|
44.1K
$40.6M
|
|
May 16, 2023
Q1 2023
|
Quilter PLC
|
BUY
|
- |
333+ 9.14% |
$103K - $121K
|
3.98K
$3.66M
|
|
Apr 14, 2023
Q1 2023
|
Gleason Group, Inc.
|
BUY
|
- |
331+ 17.04% |
$103K - $121K
|
2.27K
$2.09M
|
|
May 01, 2023
Q1 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
331+ 10.45% |
$103K - $121K
|
3.5K
$3.22M
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
BUY
|
- |
329+ 37.56% |
$102K - $120K
|
1.21K
$1.11M
|
|
Apr 21, 2023
Q1 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
328+ 22.91% |
$102K - $120K
|
1.76K
$1.62M
|
|
May 15, 2023
Q1 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
328+ 14.48% |
$102K - $120K
|
2.59K
$2.39M
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
326+ 6.29% |
$101K - $119K
|
5.51K
$5.07M
|
|
May 09, 2023
Q1 2023
|
Souders Financial Advisors
|
BUY
|
- |
323+ 11.54% |
$100K - $118K
|
3.12K
$2.88M
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
323New |
$100K - $118K
|
323
$297K
|
|
May 01, 2023
Q1 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
322+ 2.62% |
$100K - $117K
|
12.6K
$11.6M
|
|
Apr 19, 2023
Q1 2023
|
Bell Bank
|
BUY
|
- |
321+ 18.99% |
$99.7K - $117K
|
2.01K
$1.85M
|
|
May 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
321+ 9.62% |
$99.7K - $117K
|
3.66K
$3.37M
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
318+ 7.77% |
$98.8K - $116K
|
4.41K
$4.06M
|
|
Apr 24, 2023
Q1 2023
|
Nat West Group PLC
|
BUY
|
- |
317+ 1.96% |
$98.5K - $116K
|
16.5K
$15.2M
|