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
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
229+ 10.74% |
$71.1K - $83.5K
|
2.36K
$1.88M
|
|
|
May 15, 2023
Q1 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
229+ 13.58% |
$71.1K - $83.5K
|
1.92K
$1.52M
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
228+ 10.89% |
$70.8K - $83.2K
|
2.32K
$1.85M
|
|
|
Apr 20, 2023
Q1 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
227+ 8.89% |
$70.5K - $82.8K
|
2.78K
$2.21M
|
|
|
Apr 13, 2023
Q1 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
225+ 15.67% |
$69.9K - $82.1K
|
1.66K
$1.32M
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
BUY
|
- |
222+ 11.19% |
$69K - $81K
|
2.21K
$1.76M
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
222+ 3.71% |
$69K - $81K
|
6.2K
$4.94M
|
|
|
Apr 06, 2023
Q1 2023
|
Fulton Bank, N.A.
|
BUY
|
- |
219+ 1.95% |
$68K - $79.9K
|
11.4K
$9.09M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
216+ 7.75% |
$67.1K - $78.8K
|
3K
$2.39M
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
213+ 5.71% |
$66.2K - $77.7K
|
3.95K
$3.14M
|
|
|
May 01, 2023
Q1 2023
|
Centric Wealth Management
|
BUY
|
- |
210+ 1.51% |
$65.2K - $76.6K
|
14.1K
$11.2M
|
|
|
May 10, 2023
Q1 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
BUY
|
- |
210+ 0.69% |
$65.2K - $76.6K
|
30.6K
$24.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Arlington Partners LLC
|
BUY
|
- |
209+ 52.51% |
$64.9K - $76.2K
|
607
$483K
|
|
|
May 02, 2023
Q1 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
209+ 13.35% |
$64.9K - $76.2K
|
1.78K
$1.41M
|
|
|
Apr 10, 2023
Q1 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
208+ 3.98% |
$64.6K - $75.9K
|
5.43K
$4.32M
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
207+ 1.63% |
$64.3K - $75.5K
|
12.9K
$10.3M
|
|
|
May 05, 2023
Q1 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
205+ 25.53% |
$63.7K - $74.8K
|
1.01K
$802K
|
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
204+ 0.45% |
$63.4K - $74.4K
|
45.1K
$35.9M
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
202New |
$62.7K - $73.7K
|
202
$161K
|
|
|
May 12, 2023
Q1 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
202+ 5.1% |
$62.7K - $73.7K
|
4.17K
$3.32M
|
|
|
May 15, 2023
Q1 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
202+ 2.71% |
$62.7K - $73.7K
|
7.65K
$6.09M
|
|
|
May 08, 2023
Q1 2023
|
Univest Financial Corp
|
BUY
|
- |
200+ 8.73% |
$62.1K - $73K
|
2.49K
$1.98M
|
|
|
May 09, 2023
Q1 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
199+ 1.18% |
$61.8K - $72.6K
|
17.1K
$13.6M
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
198+ 14.49% |
$61.5K - $72.2K
|
1.56K
$1.24M
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
198+ 14.49% |
$61.5K - $72.2K
|
1.56K
$1.24M
|
|
|
May 15, 2023
Q1 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
197+ 4.0% |
$61.2K - $71.9K
|
5.12K
$4.07M
|
|
|
Apr 20, 2023
Q1 2023
|
Howard Capital Management Group, LLC
|
BUY
|
- |
196+ 20.68% |
$60.9K - $71.5K
|
1.14K
$911K
|
|
|
Apr 19, 2023
Q1 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
195+ 696.43% |
$60.6K - $71.1K
|
223
$178K
|
|
|
May 05, 2023
Q1 2023
|
Amica Retiree Medical Trust
|
BUY
|
- |
195+ 7.93% |
$60.6K - $71.1K
|
2.66K
$2.11M
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
193+ 7.84% |
$60K - $70.4K
|
2.65K
$2.11M
|
|
|
Apr 14, 2023
Q1 2023
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
193+ 2.9% |
$60K - $70.4K
|
6.84K
$5.45M
|
|
|
May 15, 2023
Q1 2023
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
193+ 1.73% |
$60K - $70.4K
|
11.3K
$9.01M
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
BUY
|
- |
193+ 1.5% |
$60K - $70.4K
|
13K
$10.4M
|
|
|
May 09, 2023
Q1 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
192+ 26.05% |
$59.6K - $70K
|
929
$740K
|
|
|
May 12, 2023
Q1 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
192+ 18.82% |
$59.6K - $70K
|
1.21K
$965K
|
|
|
Apr 11, 2023
Q1 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
191+ 3.1% |
$59.3K - $69.7K
|
6.36K
$5.06M
|
|
|
Apr 19, 2023
Q1 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
189+ 7.55% |
$58.7K - $69K
|
2.69K
$2.14M
|
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
188+ 2.69% |
$58.4K - $68.6K
|
7.18K
$5.71M
|
|
|
Apr 11, 2023
Q1 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
186+ 9.91% |
$57.8K - $67.9K
|
2.06K
$1.64M
|
|
|
May 11, 2023
Q1 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
186+ 18.31% |
$57.8K - $67.9K
|
1.2K
$957K
|
|
|
Sep 06, 2024
Q1 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
186+ 11.6% |
$57.8K - $67.9K
|
1.79K
$1.42M
|
|
|
Apr 19, 2023
Q1 2023
|
Carderock Capital Management Inc
|
BUY
|
- |
185New |
$57.5K - $67.5K
|
185
$147K
|
|
|
May 04, 2023
Q1 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
BUY
|
- |
185+ 11.38% |
$57.5K - $67.5K
|
1.81K
$1.44M
|
|
|
Apr 04, 2023
Q1 2023
|
Platform Technology Partners
|
BUY
|
- |
183+ 9.84% |
$56.8K - $66.8K
|
2.04K
$1.63M
|
|
|
May 03, 2023
Q1 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
183+ 4.95% |
$56.8K - $66.8K
|
3.88K
$3.09M
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
182+ 5.65% |
$56.5K - $66.4K
|
3.4K
$2.71M
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
182+ 2.52% |
$56.5K - $66.4K
|
7.41K
$5.89M
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
179+ 17.92% |
$55.6K - $65.3K
|
1.18K
$938K
|
|
|
May 08, 2023
Q1 2023
|
Suncoast Equity Management
|
BUY
|
- |
175+ 3.84% |
$54.4K - $63.8K
|
4.74K
$3.77M
|
|
|
May 12, 2023
Q1 2023
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
173+ 5.12% |
$53.7K - $63.1K
|
3.55K
$2.83M
|