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 |
|---|---|---|---|---|---|---|---|
|
Dec 11, 2023
Q1 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
72+ 5.29% |
$22.4K - $26.3K
|
1.43K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
71+ 0.72% |
$22.1K - $25.9K
|
9.93K
$8.22M
|
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
71+ 1.71% |
$22.1K - $25.9K
|
4.23K
$3.5M
|
|
|
May 15, 2023
Q1 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
BUY
|
- |
71+ 5.25% |
$22.1K - $25.9K
|
1.42K
$1.18M
|
|
|
May 08, 2023
Q1 2023
|
Private Capital Advisors, Inc.
|
BUY
|
- |
70+ 0.02% |
$21.7K - $25.5K
|
448K
$371M
|
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
BUY
|
- |
70+ 5.9% |
$21.7K - $25.5K
|
1.26K
$1.04M
|
|
|
Apr 24, 2023
Q1 2023
|
Advisor Os, LLC
|
BUY
|
- |
69+ 6.77% |
$21.4K - $25.2K
|
1.09K
$900K
|
|
|
Apr 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
69+ 9.84% |
$21.4K - $25.2K
|
770
$637K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
68+ 0.79% |
$21.1K - $24.8K
|
8.63K
$7.14M
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
68+ 1.11% |
$21.1K - $24.8K
|
6.21K
$5.14M
|
|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
68+ 4.28% |
$21.1K - $24.8K
|
1.66K
$1.37M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
67+ 1.17% |
$20.8K - $24.4K
|
5.8K
$4.8M
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
67+ 0.45% |
$20.8K - $24.4K
|
15.1K
$12.5M
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
BUY
|
- |
66+ 0.1% |
$20.5K - $24.1K
|
69.3K
$57.3M
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
66+ 6.12% |
$20.5K - $24.1K
|
1.15K
$948K
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
65+ 1.11% |
$20.2K - $23.7K
|
5.93K
$4.91M
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
65+ 2.45% |
$20.2K - $23.7K
|
2.71K
$2.25M
|
|
|
May 01, 2023
Q1 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
65+ 2.15% |
$20.2K - $23.7K
|
3.09K
$2.56M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
65+ 3.09% |
$20.2K - $23.7K
|
2.17K
$1.79M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
65+ 0.26% |
$20.2K - $23.7K
|
25K
$20.7M
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
61+ 2.95% |
$18.9K - $22.3K
|
2.13K
$1.76M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
61+ 156.41% |
$18.9K - $22.3K
|
100
$82.8K
|
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
BUY
|
- |
60+ 4.42% |
$18.6K - $21.9K
|
1.42K
$1.17M
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
60+ 6.01% |
$18.6K - $21.9K
|
1.06K
$876K
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
60+ 50.42% |
$18.6K - $21.9K
|
179
$148K
|
|
|
Jun 09, 2023
Q1 2023
|
Bradley Mark J.
|
BUY
|
- |
60+ 0.32% |
$18.6K - $21.9K
|
19K
$15.8M
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
59+ 4.11% |
$18.3K - $21.5K
|
1.5K
$1.24M
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
59+ 2.66% |
$18.3K - $21.5K
|
2.28K
$1.88M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
59+ 6.58% |
$18.3K - $21.5K
|
955
$790K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
58+ 193.33% |
$18K - $21.2K
|
88
$72.8K
|
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
57+ 0.8% |
$17.7K - $20.8K
|
7.22K
$5.97M
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
57+ 2.34% |
$17.7K - $20.8K
|
2.5K
$2.06M
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
57+ 4.35% |
$17.7K - $20.8K
|
1.37K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
56+ 0.76% |
$17.4K - $20.4K
|
7.4K
$6.13M
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
BUY
|
- |
55+ 1.2% |
$17.1K - $20.1K
|
4.64K
$3.84M
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
54+ 1.72% |
$16.8K - $19.7K
|
3.2K
$2.64M
|
|
|
Apr 14, 2023
Q1 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
54+ 1.06% |
$16.8K - $19.7K
|
5.15K
$4.26M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
52+ 2.64% |
$16.2K - $19K
|
2.02K
$1.67M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
52+ 1.72% |
$16.2K - $19K
|
3.07K
$2.54M
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
52+ 3.23% |
$16.2K - $19K
|
1.66K
$1.37M
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
51+ 3.98% |
$15.8K - $18.6K
|
1.33K
$1.1M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
50+ 4.65% |
$15.5K - $18.2K
|
1.13K
$931K
|
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
50+ 3.11% |
$15.5K - $18.2K
|
1.66K
$1.37M
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
50+ 9.86% |
$15.5K - $18.2K
|
557
$461K
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
50+ 1.26% |
$15.5K - $18.2K
|
4.03K
$3.34M
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
50+ 0.46% |
$15.5K - $18.2K
|
11K
$9.13M
|
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
BUY
|
- |
50+ 0.31% |
$15.5K - $18.2K
|
16.1K
$13.4M
|
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
50+ 1.33% |
$15.5K - $18.2K
|
3.8K
$3.14M
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
50+ 1.61% |
$15.5K - $18.2K
|
3.16K
$2.61M
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
49New |
$15.2K - $17.9K
|
49
$40.5K
|