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 25, 2023
Q1 2023
|
Jb Capital LLC
|
BUY
|
- |
69+ 9.84% |
$21.4K - $25.2K
|
770
$613K
|
|
|
Apr 20, 2023
Q1 2023
|
High Tower Trust Services, Lta
|
BUY
|
- |
68+ 0.79% |
$21.1K - $24.8K
|
8.63K
$6.87M
|
|
|
Apr 26, 2023
Q1 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
68+ 1.11% |
$21.1K - $24.8K
|
6.21K
$4.94M
|
|
|
May 10, 2023
Q1 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
68+ 4.28% |
$21.1K - $24.8K
|
1.66K
$1.32M
|
|
|
Apr 24, 2023
Q1 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
67+ 1.17% |
$20.8K - $24.4K
|
5.8K
$4.62M
|
|
|
May 15, 2023
Q1 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
67+ 0.45% |
$20.8K - $24.4K
|
15.1K
$12M
|
|
|
May 04, 2023
Q1 2023
|
Holistic Financial Partners
|
BUY
|
- |
66+ 0.1% |
$20.5K - $24.1K
|
69.3K
$55.1M
|
|
|
May 11, 2023
Q1 2023
|
Black Diamond Financial, LLC
|
BUY
|
- |
66+ 6.12% |
$20.5K - $24.1K
|
1.15K
$911K
|
|
|
Apr 20, 2023
Q1 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
65+ 1.11% |
$20.2K - $23.7K
|
5.93K
$4.72M
|
|
|
Apr 21, 2023
Q1 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
65+ 2.45% |
$20.2K - $23.7K
|
2.71K
$2.16M
|
|
|
May 01, 2023
Q1 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
65+ 2.15% |
$20.2K - $23.7K
|
3.09K
$2.46M
|
|
|
May 09, 2023
Q1 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
65+ 3.09% |
$20.2K - $23.7K
|
2.17K
$1.73M
|
|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
65+ 0.26% |
$20.2K - $23.7K
|
25K
$19.9M
|
|
|
May 01, 2023
Q1 2023
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
61+ 2.95% |
$18.9K - $22.3K
|
2.13K
$1.7M
|
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
61+ 156.41% |
$18.9K - $22.3K
|
100
$79.6K
|
|
|
Apr 11, 2023
Q1 2023
|
Seneca House Advisors
|
BUY
|
- |
60+ 4.42% |
$18.6K - $21.9K
|
1.42K
$1.13M
|
|
|
Apr 18, 2023
Q1 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
60+ 6.01% |
$18.6K - $21.9K
|
1.06K
$842K
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
60+ 50.42% |
$18.6K - $21.9K
|
179
$142K
|
|
|
Jun 09, 2023
Q1 2023
|
Bradley Mark J.
|
BUY
|
- |
60+ 0.32% |
$18.6K - $21.9K
|
19K
$15.2M
|
|
|
Apr 18, 2023
Q1 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
59+ 4.11% |
$18.3K - $21.5K
|
1.5K
$1.19M
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
59+ 2.66% |
$18.3K - $21.5K
|
2.28K
$1.81M
|
|
|
May 10, 2023
Q1 2023
|
E Rn Financial, LLC
|
BUY
|
- |
59+ 6.58% |
$18.3K - $21.5K
|
955
$760K
|
|
|
Apr 21, 2023
Q1 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
58+ 193.33% |
$18K - $21.2K
|
88
$70.1K
|
|
|
May 05, 2023
Q1 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
57+ 0.8% |
$17.7K - $20.8K
|
7.22K
$5.75M
|
|
|
Apr 26, 2023
Q1 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
57+ 2.34% |
$17.7K - $20.8K
|
2.5K
$1.99M
|
|
|
May 10, 2023
Q1 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
57+ 4.35% |
$17.7K - $20.8K
|
1.37K
$1.09M
|
|
|
May 15, 2023
Q1 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
56+ 0.76% |
$17.4K - $20.4K
|
7.4K
$5.89M
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
BUY
|
- |
55+ 1.2% |
$17.1K - $20.1K
|
4.64K
$3.69M
|
|
|
Apr 06, 2023
Q1 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
54+ 1.72% |
$16.8K - $19.7K
|
3.2K
$2.54M
|
|
|
Apr 14, 2023
Q1 2023
|
Wallington Asset Management, LLC
|
BUY
|
- |
54+ 1.06% |
$16.8K - $19.7K
|
5.15K
$4.1M
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
52+ 2.64% |
$16.2K - $19K
|
2.02K
$1.61M
|
|
|
May 12, 2023
Q1 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
52+ 1.72% |
$16.2K - $19K
|
3.07K
$2.44M
|
|
|
May 15, 2023
Q1 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
52+ 3.23% |
$16.2K - $19K
|
1.66K
$1.32M
|
|
|
Apr 06, 2023
Q1 2023
|
Single Point Partners, LLC
|
BUY
|
- |
51+ 3.98% |
$15.8K - $18.6K
|
1.33K
$1.06M
|
|
|
Apr 19, 2023
Q1 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
50+ 4.65% |
$15.5K - $18.2K
|
1.13K
$896K
|
|
|
Apr 19, 2023
Q1 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
50+ 3.11% |
$15.5K - $18.2K
|
1.66K
$1.32M
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
50+ 9.86% |
$15.5K - $18.2K
|
557
$443K
|
|
|
Apr 24, 2023
Q1 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
50+ 1.26% |
$15.5K - $18.2K
|
4.03K
$3.21M
|
|
|
May 01, 2023
Q1 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
50+ 0.46% |
$15.5K - $18.2K
|
11K
$8.79M
|
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
BUY
|
- |
50+ 0.31% |
$15.5K - $18.2K
|
16.1K
$12.8M
|
|
|
May 09, 2023
Q1 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
50+ 1.33% |
$15.5K - $18.2K
|
3.8K
$3.02M
|
|
|
May 12, 2023
Q1 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
50+ 1.61% |
$15.5K - $18.2K
|
3.16K
$2.51M
|
|
|
Apr 24, 2023
Q1 2023
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
49New |
$15.2K - $17.9K
|
49
$39K
|
|
|
May 08, 2023
Q1 2023
|
Wrapmanager Inc
|
BUY
|
- |
49+ 3.41% |
$15.2K - $17.9K
|
1.49K
$1.18M
|
|
|
May 09, 2023
Q1 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
49+ 1.16% |
$15.2K - $17.9K
|
4.27K
$3.4M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
48+ 1.39% |
$14.9K - $17.5K
|
3.5K
$2.78M
|
|
|
May 05, 2023
Q1 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
48+ 1.49% |
$14.9K - $17.5K
|
3.27K
$2.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
47+ 2.71% |
$14.6K - $17.1K
|
1.78K
$1.42M
|
|
|
Apr 25, 2023
Q1 2023
|
Iowa State Bank
|
BUY
|
- |
46+ 4.24% |
$14.3K - $16.8K
|
1.13K
$900K
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
46+ 3.78% |
$14.3K - $16.8K
|
1.26K
$1.01M
|