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 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
172+ 2.56% |
$53.4K - $62.7K
|
6.88K
$5.48M
|
|
|
Apr 05, 2023
Q1 2023
|
Quent Capital, LLC
|
BUY
|
- |
171+ 4.07% |
$53.1K - $62.4K
|
4.38K
$3.48M
|
|
|
Apr 17, 2023
Q1 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
171+ 5.28% |
$53.1K - $62.4K
|
3.41K
$2.72M
|
|
|
Apr 28, 2023
Q1 2023
|
Janney Capital Management LLC
|
BUY
|
- |
170+ 17.54% |
$52.8K - $62K
|
1.14K
$907K
|
|
|
May 01, 2023
Q1 2023
|
Parnassus Investments, LLC
|
BUY
|
- |
169+ 19.61% |
$52.5K - $61.7K
|
1.03K
$821K
|
|
|
May 05, 2023
Q1 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
169+ 1.53% |
$52.5K - $61.7K
|
11.2K
$8.91M
|
|
|
May 11, 2023
Q1 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
164+ 656.0% |
$50.9K - $59.8K
|
189
$150K
|
|
|
Apr 17, 2023
Q1 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
163+ 11.27% |
$50.6K - $59.5K
|
1.61K
$1.28M
|
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
162+ 10.91% |
$50.3K - $59.1K
|
1.65K
$1.31M
|
|
|
May 11, 2023
Q1 2023
|
Camden Capital, LLC
|
BUY
|
- |
162+ 7.31% |
$50.3K - $59.1K
|
2.38K
$1.89M
|
|
|
Apr 07, 2023
Q1 2023
|
180 Wealth Advisors, LLC
|
BUY
|
- |
159+ 5.93% |
$49.4K - $58K
|
2.84K
$2.26M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
158+ 5.26% |
$49.1K - $57.6K
|
3.16K
$2.52M
|
|
|
Apr 13, 2023
Q1 2023
|
Spinnaker Trust
|
BUY
|
- |
157+ 0.51% |
$48.8K - $57.3K
|
30.8K
$24.5M
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
157+ 41.21% |
$48.8K - $57.3K
|
538
$428K
|
|
|
May 08, 2023
Q1 2023
|
Equitable Trust CO
|
BUY
|
- |
156+ 1.78% |
$48.5K - $56.9K
|
8.94K
$7.12M
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
156+ 0.73% |
$48.5K - $56.9K
|
21.4K
$17M
|
|
|
May 01, 2023
Q1 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
155+ 25.62% |
$48.1K - $56.5K
|
760
$605K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
154+ 17.97% |
$47.8K - $56.2K
|
1.01K
$805K
|
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
154+ 19.49% |
$47.8K - $56.2K
|
944
$751K
|
|
|
May 15, 2023
Q1 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
152+ 17.02% |
$47.2K - $55.5K
|
1.05K
$832K
|
|
|
Apr 20, 2023
Q1 2023
|
Afs Financial Group, LLC
Bethesda, MD |
BUY
|
- |
150+ 18.75% |
$46.6K - $54.7K
|
950
$756K
|
|
|
Apr 25, 2023
Q1 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
150+ 5.0% |
$46.6K - $54.7K
|
3.15K
$2.51M
|
|
|
May 04, 2023
Q1 2023
|
Vantage Financial Partners Ltd., Inc.
|
BUY
|
- |
150+ 16.04% |
$46.6K - $54.7K
|
1.09K
$864K
|
|
|
May 04, 2023
Q1 2023
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
150+ 20.86% |
$46.6K - $54.7K
|
869
$692K
|
|
|
May 15, 2023
Q1 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
150+ 1.81% |
$46.6K - $54.7K
|
8.45K
$6.72M
|
|
|
May 12, 2023
Q1 2023
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
148+ 3.8% |
$46K - $54K
|
4.04K
$3.22M
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
147+ 13.4% |
$45.7K - $53.6K
|
1.24K
$990K
|
|
|
May 11, 2023
Q1 2023
|
Loomis Sayles & CO L P
|
BUY
|
- |
147+ 122.5% |
$45.7K - $53.6K
|
267
$213K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
146+ 2.11% |
$45.4K - $53.3K
|
7.07K
$5.63M
|
|
|
Apr 03, 2023
Q1 2023
|
Centre Asset Management, LLC
|
BUY
|
- |
142+ 1.61% |
$44.1K - $51.8K
|
8.99K
$7.15M
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
142+ 1.8% |
$44.1K - $51.8K
|
8.03K
$6.39M
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
141+ 5.49% |
$43.8K - $51.4K
|
2.71K
$2.16M
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
138New |
$42.9K - $50.3K
|
138
$110K
|
|
|
Apr 21, 2023
Q1 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
137+ 5.47% |
$42.6K - $50K
|
2.64K
$2.1M
|
|
|
May 11, 2023
Q1 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
137+ 5.09% |
$42.6K - $50K
|
2.83K
$2.25M
|
|
|
Apr 27, 2023
Q1 2023
|
Handelsinvest Investeringsforvaltning
|
BUY
|
- |
136+ 2.01% |
$42.2K - $49.6K
|
6.89K
$5.49M
|
|
|
May 08, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
136+ 10.07% |
$42.2K - $49.6K
|
1.49K
$1.18M
|
|
|
Sep 15, 2023
Q1 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
136+ 10.07% |
$42.2K - $49.6K
|
1.49K
$1.18M
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
135New |
$41.9K - $49.3K
|
135
$107K
|
|
|
Apr 24, 2023
Q1 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
134+ 9.18% |
$41.6K - $48.9K
|
1.59K
$1.27M
|
|
|
Apr 11, 2023
Q1 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
131+ 4.06% |
$40.7K - $47.8K
|
3.36K
$2.67M
|
|
|
Apr 20, 2023
Q1 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
131+ 3.46% |
$40.7K - $47.8K
|
3.92K
$3.12M
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
131+ 22.39% |
$40.7K - $47.8K
|
716
$570K
|
|
|
May 15, 2023
Q1 2023
|
Family Legacy, Inc.
|
BUY
|
- |
131+ 1.21% |
$40.7K - $47.8K
|
11K
$8.75M
|
|
|
Apr 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
130+ 76.47% |
$40.4K - $47.4K
|
300
$239K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
BUY
|
- |
129+ 14.54% |
$40.1K - $47.1K
|
1.02K
$809K
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
129+ 17.27% |
$40.1K - $47.1K
|
876
$697K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
129+ 5.93% |
$40.1K - $47.1K
|
2.31K
$1.83M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
127+ 0.62% |
$39.5K - $46.3K
|
20.6K
$16.4M
|
|
|
Apr 18, 2023
Q1 2023
|
Chicago Capital, LLC
|
BUY
|
- |
126+ 0.58% |
$39.1K - $46K
|
21.9K
$17.5M
|