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 |
|---|---|---|---|---|---|---|---|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
46+ 0.34% |
$14.3K - $16.8K
|
13.4K
$10.7M
|
|
|
Apr 18, 2023
Q1 2023
|
Sather Financial Group Inc
|
BUY
|
- |
45+ 2.18% |
$14K - $16.4K
|
2.11K
$1.68M
|
|
|
May 02, 2023
Q1 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
45+ 6.13% |
$14K - $16.4K
|
779
$620K
|
|
|
Apr 10, 2023
Q1 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
44+ 5.79% |
$13.7K - $16.1K
|
804
$640K
|
|
|
May 01, 2023
Q1 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
44+ 2.73% |
$13.7K - $16.1K
|
1.66K
$1.32M
|
|
|
May 11, 2023
Q1 2023
|
Nvwm, LLC
|
BUY
|
- |
44+ 0.69% |
$13.7K - $16.1K
|
6.46K
$5.14M
|
|
|
Apr 18, 2023
Q1 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
43+ 4.89% |
$13.4K - $15.7K
|
922
$734K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
43+ 14.38% |
$13.4K - $15.7K
|
342
$272K
|
|
|
May 08, 2023
Q1 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
42+ 6.01% |
$13K - $15.3K
|
741
$590K
|
|
|
May 15, 2023
Q1 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
42+ 1.14% |
$13K - $15.3K
|
3.72K
$2.96M
|
|
|
Jun 17, 2024
Q1 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
BUY
|
- |
42+ 3.69% |
$13K - $15.3K
|
1.18K
$940K
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
BUY
|
- |
41+ 0.75% |
$12.7K - $15K
|
5.53K
$4.4M
|
|
|
Apr 17, 2023
Q1 2023
|
Mjp Associates Inc
|
BUY
|
- |
41+ 2.61% |
$12.7K - $15K
|
1.61K
$1.28M
|
|
|
May 11, 2023
Q1 2023
|
Plancorp, LLC
|
BUY
|
- |
41+ 0.34% |
$12.7K - $15K
|
12.2K
$9.68M
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
40+ 1.65% |
$12.4K - $14.6K
|
2.47K
$1.96M
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
BUY
|
- |
40+ 0.46% |
$12.4K - $14.6K
|
8.68K
$6.91M
|
|
|
May 08, 2023
Q1 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
40+ 1.51% |
$12.4K - $14.6K
|
2.7K
$2.15M
|
|
|
Apr 17, 2023
Q1 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
39+ 2.98% |
$12.1K - $14.2K
|
1.35K
$1.07M
|
|
|
Apr 18, 2023
Q1 2023
|
Domani Wealth, LLC
|
BUY
|
- |
38+ 2.51% |
$11.8K - $13.9K
|
1.55K
$1.23M
|
|
|
Apr 20, 2023
Q1 2023
|
Sage Rhino Capital LLC
|
BUY
|
- |
38+ 1.8% |
$11.8K - $13.9K
|
2.15K
$1.71M
|
|
|
May 09, 2023
Q1 2023
|
Hudson Value Partners, LLC
|
BUY
|
- |
38+ 2.38% |
$11.8K - $13.9K
|
1.64K
$1.3M
|
|
|
May 12, 2023
Q1 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
36+ 2.72% |
$11.2K - $13.1K
|
1.36K
$1.08M
|
|
|
May 15, 2023
Q1 2023
|
Bison Wealth, LLC
|
BUY
|
- |
36+ 1.72% |
$11.2K - $13.1K
|
2.14K
$1.7M
|
|
|
May 17, 2023
Q1 2023
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
36+ 1.97% |
$11.2K - $13.1K
|
1.86K
$1.48M
|
|
|
Apr 21, 2023
Q1 2023
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
35+ 0.74% |
$10.9K - $12.8K
|
4.79K
$3.81M
|
|
|
Apr 26, 2023
Q1 2023
|
Cubic Asset Management, LLC
|
BUY
|
- |
35+ 1.95% |
$10.9K - $12.8K
|
1.83K
$1.46M
|
|
|
May 08, 2023
Q1 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
35+ 1.85% |
$10.9K - $12.8K
|
1.92K
$1.53M
|
|
|
Apr 19, 2023
Q1 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
34+ 1.32% |
$10.6K - $12.4K
|
2.61K
$2.07M
|
|
|
Apr 26, 2023
Q1 2023
|
Sentry Investment Management LLC
|
BUY
|
- |
34+ 0.61% |
$10.6K - $12.4K
|
5.57K
$4.43M
|
|
|
Feb 28, 2024
Q1 2023
|
Acima Private Wealth, LLC
Richmond, VA |
BUY
|
- |
34+ 5.54% |
$10.6K - $12.4K
|
648
$516K
|
|
|
Apr 07, 2023
Q1 2023
|
Sycomore Asset Management
|
BUY
|
- |
33+ 16.58% |
$10.3K - $12K
|
232
$185K
|
|
|
May 02, 2023
Q1 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
33+ 1.55% |
$10.3K - $12K
|
2.16K
$1.72M
|
|
|
May 05, 2023
Q1 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
33+ 1.47% |
$10.3K - $12K
|
2.27K
$1.81M
|
|
|
May 09, 2023
Q1 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
33+ 1.24% |
$10.3K - $12K
|
2.68K
$2.14M
|
|
|
May 09, 2023
Q1 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
33+ 2.22% |
$10.3K - $12K
|
1.52K
$1.21M
|
|
|
Apr 18, 2023
Q1 2023
|
J2 Capital Management Inc
|
BUY
|
- |
32+ 4.46% |
$9.94K - $11.7K
|
749
$596K
|
|
|
Apr 17, 2023
Q1 2023
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
31+ 2.1% |
$9.63K - $11.3K
|
1.5K
$1.2M
|
|
|
May 04, 2023
Q1 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
30+ 0.03% |
$9.32K - $10.9K
|
118K
$93.7M
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
30+ 0.49% |
$9.32K - $10.9K
|
6.11K
$4.87M
|
|
|
May 15, 2023
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
30+ 0.49% |
$9.32K - $10.9K
|
6.12K
$4.87M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
29+ 1.15% |
$9.01K - $10.6K
|
2.56K
$2.03M
|
|
|
May 02, 2023
Q1 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
29+ 1.28% |
$9.01K - $10.6K
|
2.29K
$1.82M
|
|
|
Apr 11, 2023
Q1 2023
|
Aries Wealth Management
|
BUY
|
- |
28+ 0.76% |
$8.7K - $10.2K
|
3.7K
$2.95M
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
28+ 7.59% |
$8.7K - $10.2K
|
397
$316K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
28+ 2.3% |
$8.7K - $10.2K
|
1.25K
$993K
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
28+ 0.87% |
$8.7K - $10.2K
|
3.24K
$2.58M
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
27+ 3.92% |
$8.39K - $9.85K
|
715
$569K
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
27+ 4.08% |
$8.39K - $9.85K
|
689
$548K
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
26+ 1.52% |
$8.08K - $9.49K
|
1.73K
$1.38M
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
26+ 2.8% |
$8.08K - $9.49K
|
956
$761K
|