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 10, 2023
Q1 2023
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
130+ 76.47% |
$40.4K - $47.4K
|
300
$248K
|
|
|
Apr 27, 2023
Q1 2023
|
Strategic Advisors LLC
|
BUY
|
- |
129+ 14.54% |
$40.1K - $47.1K
|
1.02K
$841K
|
|
|
May 11, 2023
Q1 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
129+ 17.27% |
$40.1K - $47.1K
|
876
$725K
|
|
|
May 12, 2023
Q1 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
129+ 5.93% |
$40.1K - $47.1K
|
2.31K
$1.91M
|
|
|
Apr 27, 2023
Q1 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
127+ 0.62% |
$39.5K - $46.3K
|
20.6K
$17M
|
|
|
Apr 18, 2023
Q1 2023
|
Chicago Capital, LLC
|
BUY
|
- |
126+ 0.58% |
$39.1K - $46K
|
21.9K
$18.1M
|
|
|
May 09, 2023
Q1 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
125+ 2.83% |
$38.8K - $45.6K
|
4.55K
$3.76M
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
125+ 2.26% |
$38.8K - $45.6K
|
5.65K
$4.68M
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
122+ 2.59% |
$37.9K - $44.5K
|
4.83K
$3.99M
|
|
|
Apr 03, 2023
Q1 2023
|
Boltwood Capital Management
|
BUY
|
- |
121+ 3.51% |
$37.6K - $44.1K
|
3.57K
$2.96M
|
|
|
May 03, 2023
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
121+ 1.07% |
$37.6K - $44.1K
|
11.4K
$9.46M
|
|
|
May 20, 2024
Q1 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
121+ 1.07% |
$37.6K - $44.1K
|
11.4K
$9.46M
|
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
117+ 1.14% |
$36.3K - $42.7K
|
10.4K
$8.6M
|
|
|
Apr 20, 2023
Q1 2023
|
Bender Robert & Associates
|
BUY
|
- |
116+ 1.05% |
$36K - $42.3K
|
11.2K
$9.23M
|
|
|
Apr 25, 2023
Q1 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
115+ 8.37% |
$35.7K - $42K
|
1.49K
$1.23M
|
|
|
Apr 19, 2023
Q1 2023
|
Ballast, Inc.
|
BUY
|
- |
113+ 2.36% |
$35.1K - $41.2K
|
4.91K
$4.06M
|
|
|
May 01, 2023
Q1 2023
|
Sfmg, LLC
|
BUY
|
- |
112+ 3.88% |
$34.8K - $40.9K
|
3K
$2.48M
|
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
112+ 0.68% |
$34.8K - $40.9K
|
16.6K
$13.7M
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
112+ 1.71% |
$34.8K - $40.9K
|
6.65K
$5.5M
|
|
|
Apr 18, 2023
Q1 2023
|
Keudell
|
BUY
|
- |
111+ 3.21% |
$34.5K - $40.5K
|
3.57K
$2.96M
|
|
|
May 09, 2023
Q1 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
111+ 10.36% |
$34.5K - $40.5K
|
1.18K
$978K
|
|
|
Apr 07, 2023
Q1 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
110+ 17.0% |
$34.2K - $40.1K
|
757
$626K
|
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
110+ 1.2% |
$34.2K - $40.1K
|
9.25K
$7.65M
|
|
|
Apr 26, 2023
Q1 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
110+ 2.6% |
$34.2K - $40.1K
|
4.34K
$3.59M
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
BUY
|
- |
110+ 9.57% |
$34.2K - $40.1K
|
1.26K
$1.04M
|
|
|
May 15, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
110New |
$34.2K - $40.1K
|
110
$91K
|
|
|
Oct 19, 2023
Q1 2023
|
Borer Denton & Associates, Inc.
Blue Bell, PA |
BUY
|
- |
110+ 4.65% |
$34.2K - $40.1K
|
2.48K
$2.05M
|
|
|
May 08, 2023
Q1 2023
|
Hc Advisors, LLC
|
BUY
|
- |
109+ 2.37% |
$33.9K - $39.8K
|
4.71K
$3.9M
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
108+ 16.31% |
$33.5K - $39.4K
|
770
$637K
|
|
|
Apr 20, 2023
Q1 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
105+ 9.33% |
$32.6K - $38.3K
|
1.23K
$1.02M
|
|
|
Apr 21, 2023
Q1 2023
|
West Oak Capital, LLC
|
BUY
|
- |
105+ 1.26% |
$32.6K - $38.3K
|
8.42K
$6.97M
|
|
|
May 12, 2023
Q1 2023
|
Mirova
Paris, I0 |
BUY
|
- |
104+ 0.36% |
$32.3K - $37.9K
|
28.9K
$23.9M
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
104+ 8.67% |
$32.3K - $37.9K
|
1.3K
$1.08M
|
|
|
May 08, 2023
Q1 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
103+ 1.75% |
$32K - $37.6K
|
5.98K
$4.95M
|
|
|
May 09, 2023
Q1 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
103+ 15.35% |
$32K - $37.6K
|
774
$641K
|
|
|
May 01, 2023
Q1 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
102+ 1.44% |
$31.7K - $37.2K
|
7.21K
$5.97M
|
|
|
Apr 21, 2023
Q1 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
101+ 2.5% |
$31.4K - $36.8K
|
4.14K
$3.42M
|
|
|
Apr 17, 2023
Q1 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
100+ 4.92% |
$31.1K - $36.5K
|
2.13K
$1.77M
|
|
|
Apr 20, 2023
Q1 2023
|
Goodwin Daniel L
|
BUY
|
- |
100+ 14.29% |
$31.1K - $36.5K
|
800
$662K
|
|
|
Apr 20, 2023
Q1 2023
|
Antonetti Capital Management LLC
|
BUY
|
- |
100+ 8.47% |
$31.1K - $36.5K
|
1.28K
$1.06M
|
|
|
May 01, 2023
Q1 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
100+ 7.81% |
$31.1K - $36.5K
|
1.38K
$1.14M
|
|
|
May 02, 2023
Q1 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
100+ 5.62% |
$31.1K - $36.5K
|
1.88K
$1.55M
|
|
|
May 03, 2023
Q1 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
100+ 3.47% |
$31.1K - $36.5K
|
2.98K
$2.47M
|
|
|
May 08, 2023
Q1 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
100+ 6.25% |
$31.1K - $36.5K
|
1.7K
$1.41M
|
|
|
May 10, 2023
Q1 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
BUY
|
- |
100+ 0.32% |
$31.1K - $36.5K
|
31.3K
$25.9M
|
|
|
May 10, 2023
Q1 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
100+ 1.18% |
$31.1K - $36.5K
|
8.6K
$7.12M
|
|
|
May 11, 2023
Q1 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
100+ 16.75% |
$31.1K - $36.5K
|
697
$577K
|
|
|
May 12, 2023
Q1 2023
|
Estabrook Capital Management
New York, NY |
BUY
|
- |
100+ 1.04% |
$31.1K - $36.5K
|
9.69K
$8.02M
|
|
|
May 12, 2023
Q1 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
100+ 3.86% |
$31.1K - $36.5K
|
2.69K
$2.23M
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
100+ 6.32% |
$31.1K - $36.5K
|
1.68K
$1.39M
|