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 22, 2023
Q1 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
100+ 0.6% |
$31.1K - $36.5K
|
16.8K
$13.9M
|
|
Feb 13, 2025
Q1 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
BUY
|
- |
100+ 5.74% |
$31.1K - $36.5K
|
1.84K
$1.52M
|
|
Apr 12, 2023
Q1 2023
|
Brave Asset Management Inc
|
BUY
|
- |
99+ 5.42% |
$30.8K - $36.1K
|
1.93K
$1.59M
|
|
May 01, 2023
Q1 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
99+ 6.03% |
$30.8K - $36.1K
|
1.74K
$1.44M
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
99+ 3.42% |
$30.8K - $36.1K
|
2.99K
$2.48M
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
99+ 2.49% |
$30.8K - $36.1K
|
4.08K
$3.38M
|
|
May 09, 2023
Q1 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
97New |
$30.1K - $35.4K
|
97
$80.3K
|
|
May 16, 2023
Q1 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
97+ 4.67% |
$30.1K - $35.4K
|
2.18K
$1.8M
|
|
Apr 20, 2023
Q1 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
94+ 1.91% |
$29.2K - $34.3K
|
5.03K
$4.16M
|
|
May 15, 2023
Q1 2023
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
94+ 0.19% |
$29.2K - $34.3K
|
48.4K
$40M
|
|
Apr 25, 2023
Q1 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
93New |
$28.9K - $33.9K
|
93
$77K
|
|
Apr 28, 2023
Q1 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
92+ 16.0% |
$28.6K - $33.6K
|
667
$552K
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
92+ 3.49% |
$28.6K - $33.6K
|
2.73K
$2.26M
|
|
May 10, 2023
Q1 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
BUY
|
- |
91+ 13.56% |
$28.3K - $33.2K
|
762
$631K
|
|
May 15, 2023
Q1 2023
|
Syntax Advisors, LLC
New York, NY |
BUY
|
- |
91+ 13.56% |
$28.3K - $33.2K
|
762
$631K
|
|
Apr 24, 2023
Q1 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
90+ 5.95% |
$28K - $32.8K
|
1.6K
$1.33M
|
|
May 11, 2023
Q1 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
90+ 1.47% |
$28K - $32.8K
|
6.23K
$5.15M
|
|
May 12, 2023
Q1 2023
|
Girard Partners Ltd.
|
BUY
|
- |
90+ 4.27% |
$28K - $32.8K
|
2.2K
$1.82M
|
|
May 15, 2023
Q1 2023
|
Studio Investment Management LLC
Chicago, IL |
BUY
|
- |
90New |
$28K - $32.8K
|
90
$74.5K
|
|
Apr 17, 2023
Q1 2023
|
Gradient Investments LLC
|
BUY
|
- |
89+ 18.58% |
$27.6K - $32.5K
|
568
$470K
|
|
Apr 17, 2023
Q1 2023
|
Optas, LLC
|
BUY
|
- |
89+ 8.14% |
$27.6K - $32.5K
|
1.18K
$979K
|
|
May 08, 2023
Q1 2023
|
Donoghue Forlines LLC
|
BUY
|
- |
89+ 1.7% |
$27.6K - $32.5K
|
5.32K
$4.4M
|
|
May 12, 2023
Q1 2023
|
Trust Asset Management LLC
Houston, TX |
BUY
|
- |
89+ 0.99% |
$27.6K - $32.5K
|
9.07K
$7.5M
|
|
May 15, 2023
Q1 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
89+ 12.01% |
$27.6K - $32.5K
|
830
$687K
|
|
Apr 27, 2023
Q1 2023
|
Auxano Advisors, LLC
|
BUY
|
- |
88+ 6.01% |
$27.3K - $32.1K
|
1.55K
$1.29M
|
|
May 10, 2023
Q1 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
88+ 7.14% |
$27.3K - $32.1K
|
1.32K
$1.09M
|
|
May 16, 2023
Q1 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
BUY
|
- |
88+ 4.61% |
$27.3K - $32.1K
|
2K
$1.65M
|
|
May 11, 2023
Q1 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
87+ 2.32% |
$27K - $31.7K
|
3.84K
$3.18M
|
|
May 12, 2023
Q1 2023
|
L2 Asset Management, LLC
Wayland, MA |
BUY
|
- |
86+ 4.46% |
$26.7K - $31.4K
|
2.01K
$1.67M
|
|
May 15, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
86+ 7.45% |
$26.7K - $31.4K
|
1.24K
$1.03M
|
|
May 11, 2023
Q1 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
85+ 4.46% |
$26.4K - $31K
|
1.99K
$1.65M
|
|
May 16, 2023
Q1 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
85+ 7.08% |
$26.4K - $31K
|
1.29K
$1.06M
|
|
Apr 28, 2023
Q1 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
84+ 1.25% |
$26.1K - $30.6K
|
6.8K
$5.63M
|
|
May 03, 2023
Q1 2023
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
84+ 25.45% |
$26.1K - $30.6K
|
414
$343K
|
|
May 11, 2023
Q1 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
82+ 0.33% |
$25.5K - $29.9K
|
24.9K
$20.6M
|
|
May 12, 2023
Q1 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
82+ 12.15% |
$25.5K - $29.9K
|
757
$626K
|
|
Apr 10, 2023
Q1 2023
|
Thomasville National Bank
|
BUY
|
- |
81+ 1.76% |
$25.2K - $29.6K
|
4.68K
$3.87M
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
81+ 13.64% |
$25.2K - $29.6K
|
675
$559K
|
|
Apr 20, 2023
Q1 2023
|
Smithbridge Asset Management Inc
|
BUY
|
- |
81+ 0.74% |
$25.2K - $29.6K
|
11.1K
$9.17M
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
80+ 114.29% |
$24.9K - $29.2K
|
150
$124K
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
78+ 0.79% |
$24.2K - $28.5K
|
9.93K
$8.22M
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
78+ 3.13% |
$24.2K - $28.5K
|
2.57K
$2.13M
|
|
Apr 14, 2023
Q1 2023
|
Signature Wealth Management Group
|
BUY
|
- |
76+ 10.61% |
$23.6K - $27.7K
|
792
$655K
|
|
Apr 24, 2023
Q1 2023
|
Granite Shares Advisors LLC
|
BUY
|
- |
76+ 2.64% |
$23.6K - $27.7K
|
2.95K
$2.44M
|
|
Jun 20, 2023
Q1 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
75+ 49.02% |
$23.3K - $27.4K
|
228
$189K
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisors Inc
|
BUY
|
- |
73+ 2.61% |
$22.7K - $26.6K
|
2.87K
$2.37M
|
|
May 09, 2023
Q1 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
72New |
$22.4K - $26.3K
|
72
$59.6K
|
|
May 12, 2023
Q1 2023
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
72+ 0.08% |
$22.4K - $26.3K
|
91.4K
$75.6M
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
72+ 0.29% |
$22.4K - $26.3K
|
24.8K
$20.5M
|
|
May 15, 2023
Q1 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
72+ 0.32% |
$22.4K - $26.3K
|
22.3K
$18.5M
|