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 11, 2023
Q1 2023
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
321+ 9.62% |
$99.7K - $117K
|
3.66K
$2.88M
|
|
|
May 03, 2023
Q1 2023
|
Centerpoint Advisors, LLC
|
BUY
|
- |
318+ 7.77% |
$98.8K - $116K
|
4.41K
$3.47M
|
|
|
Apr 24, 2023
Q1 2023
|
Nat West Group PLC
|
BUY
|
- |
317+ 1.96% |
$98.5K - $116K
|
16.5K
$13M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
315+ 8.59% |
$97.8K - $115K
|
3.98K
$3.13M
|
|
|
May 03, 2023
Q1 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
314+ 3.29% |
$97.5K - $115K
|
9.86K
$7.76M
|
|
|
Apr 14, 2023
Q1 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
312+ 40.21% |
$96.9K - $114K
|
1.09K
$856K
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
310+ 6.57% |
$96.3K - $113K
|
5.03K
$3.96M
|
|
|
May 12, 2023
Q1 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
308+ 28.54% |
$95.7K - $112K
|
1.39K
$1.09M
|
|
|
Apr 27, 2023
Q1 2023
|
Securian Asset Management, Inc
|
BUY
|
- |
307+ 0.46% |
$95.4K - $112K
|
67K
$52.7M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
307New |
$95.4K - $112K
|
307
$242K
|
|
|
Apr 11, 2023
Q1 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
306+ 22.19% |
$95.1K - $112K
|
1.69K
$1.33M
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
303+ 3.8% |
$94.1K - $111K
|
8.27K
$6.51M
|
|
|
May 11, 2023
Q1 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
303+ 33.67% |
$94.1K - $111K
|
1.2K
$947K
|
|
|
May 15, 2023
Q1 2023
|
Connors Investor Services Inc
Wyomissing, PA |
BUY
|
- |
303+ 0.77% |
$94.1K - $111K
|
39.6K
$31.2M
|
|
|
May 03, 2023
Q1 2023
|
America First Investment Advisors, LLC
|
BUY
|
- |
301New |
$93.5K - $110K
|
301
$237K
|
|
|
May 10, 2023
Q1 2023
|
Cooper Financial Group
|
BUY
|
- |
301+ 44.33% |
$93.5K - $110K
|
980
$771K
|
|
|
Apr 19, 2023
Q1 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
300+ 0.59% |
$93.2K - $109K
|
51.3K
$40.4M
|
|
|
May 09, 2023
Q1 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
300New |
$93.2K - $109K
|
300
$236K
|
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
299+ 6.15% |
$92.9K - $109K
|
5.16K
$4.06M
|
|
|
Apr 10, 2023
Q1 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
296+ 65.49% |
$91.9K - $108K
|
748
$589K
|
|
|
Apr 27, 2023
Q1 2023
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
294+ 0.34% |
$91.3K - $107K
|
87.1K
$68.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
293+ 7.87% |
$91K - $107K
|
4.02K
$3.16M
|
|
|
Apr 17, 2023
Q1 2023
|
Jacobs & CO
|
BUY
|
- |
290+ 1.07% |
$90.1K - $106K
|
27.4K
$21.6M
|
|
|
May 15, 2023
Q1 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
288+ 19.61% |
$89.5K - $105K
|
1.76K
$1.38M
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
285+ 1295.45% |
$88.5K - $104K
|
307
$242K
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
285+ 7.28% |
$88.5K - $104K
|
4.2K
$3.31M
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
284+ 12.32% |
$88.2K - $104K
|
2.59K
$2.04M
|
|
|
May 04, 2023
Q1 2023
|
Wealth Effects LLC
|
BUY
|
- |
280+ 27.18% |
$87K - $102K
|
1.31K
$1.03M
|
|
|
May 08, 2023
Q1 2023
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
280+ 2.06% |
$87K - $102K
|
13.8K
$10.9M
|
|
|
May 05, 2023
Q1 2023
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
277+ 6.63% |
$86K - $101K
|
4.46K
$3.51M
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
BUY
|
- |
276+ 6.52% |
$85.7K - $101K
|
4.51K
$3.55M
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
276+ 3.56% |
$85.7K - $101K
|
8.02K
$6.31M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
276New |
$85.7K - $101K
|
276
$217K
|
|
|
May 09, 2023
Q1 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
275+ 1.03% |
$85.4K - $100K
|
26.9K
$21.2M
|
|
|
May 15, 2023
Q1 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
275+ 7.79% |
$85.4K - $100K
|
3.81K
$3M
|
|
|
Jul 18, 2023
Q1 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
275+ 13.43% |
$85.4K - $100K
|
2.32K
$1.83M
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
273+ 36.64% |
$84.8K - $99.6K
|
1.02K
$801K
|
|
|
May 12, 2023
Q1 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
272+ 9.73% |
$84.5K - $99.2K
|
3.07K
$2.41M
|
|
|
May 08, 2023
Q1 2023
|
Tfc Financial Management
|
BUY
|
- |
270+ 1800.0% |
$83.9K - $98.5K
|
285
$224K
|
|
|
May 10, 2023
Q1 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
270+ 0.42% |
$83.9K - $98.5K
|
63.8K
$50.2M
|
|
|
May 02, 2023
Q1 2023
|
Endurance Wealth Management, Inc.
|
BUY
|
- |
266+ 10.05% |
$82.6K - $97K
|
2.91K
$2.29M
|
|
|
Apr 12, 2023
Q1 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
261+ 36.76% |
$81.1K - $95.2K
|
971
$764K
|
|
|
May 03, 2023
Q1 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
261+ 5.2% |
$81.1K - $95.2K
|
5.28K
$4.16M
|
|
|
May 15, 2023
Q1 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
258+ 12.95% |
$80.1K - $94.1K
|
2.25K
$1.77M
|
|
|
May 01, 2023
Q1 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
256+ 2.02% |
$79.5K - $93.4K
|
12.9K
$10.2M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
256+ 170.67% |
$79.5K - $93.4K
|
406
$319K
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
251+ 17.74% |
$78K - $91.6K
|
1.67K
$1.31M
|
|
|
May 02, 2023
Q1 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
250+ 1.46% |
$77.7K - $91.2K
|
17.4K
$13.7M
|
|
|
May 03, 2023
Q1 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
249+ 2.27% |
$77.3K - $90.8K
|
11.2K
$8.85M
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
BUY
|
- |
249+ 7.04% |
$77.3K - $90.8K
|
3.79K
$2.98M
|