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 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
28+ 7.59% |
$8.7K - $10.2K
|
397
$329K
|
|
|
Apr 24, 2023
Q1 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
28+ 2.3% |
$8.7K - $10.2K
|
1.25K
$1.03M
|
|
|
May 11, 2023
Q1 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
28+ 0.87% |
$8.7K - $10.2K
|
3.24K
$2.68M
|
|
|
May 11, 2023
Q1 2023
|
Forte Capital LLC
|
BUY
|
- |
27+ 3.92% |
$8.39K - $9.85K
|
715
$592K
|
|
|
Jun 21, 2023
Q1 2023
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
27+ 4.08% |
$8.39K - $9.85K
|
689
$570K
|
|
|
Apr 10, 2023
Q1 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
26+ 1.52% |
$8.08K - $9.49K
|
1.73K
$1.43M
|
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
26+ 2.8% |
$8.08K - $9.49K
|
956
$791K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
26+ 2.66% |
$8.08K - $9.49K
|
1K
$830K
|
|
|
Apr 18, 2023
Q1 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
25+ 3.65% |
$7.77K - $9.12K
|
709
$587K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
25+ 0.5% |
$7.77K - $9.12K
|
5.04K
$4.17M
|
|
|
Apr 25, 2023
Q1 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
25+ 2.49% |
$7.77K - $9.12K
|
1.03K
$851K
|
|
|
May 11, 2023
Q1 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
25+ 1.12% |
$7.77K - $9.12K
|
2.26K
$1.87M
|
|
|
May 11, 2023
Q1 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
25+ 1.43% |
$7.77K - $9.12K
|
1.77K
$1.46M
|
|
|
May 15, 2023
Q1 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
25+ 0.58% |
$7.77K - $9.12K
|
4.33K
$3.58M
|
|
|
Jul 18, 2023
Q1 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
25+ 0.67% |
$7.77K - $9.12K
|
3.74K
$3.1M
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
25+ 0.19% |
$7.77K - $9.12K
|
13K
$10.8M
|
|
|
May 12, 2023
Q1 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
24+ 3.2% |
$7.46K - $8.76K
|
774
$641K
|
|
|
Apr 06, 2023
Q1 2023
|
Woodstock Corp
|
BUY
|
- |
24+ 0.28% |
$7.46K - $8.76K
|
8.48K
$7.02M
|
|
|
Apr 11, 2023
Q1 2023
|
First Affirmative Financial Network
|
BUY
|
- |
24+ 3.51% |
$7.46K - $8.76K
|
708
$586K
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
24+ 53.33% |
$7.46K - $8.76K
|
69
$57.1K
|
|
|
Apr 26, 2023
Q1 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
24+ 1.11% |
$7.46K - $8.76K
|
2.18K
$1.8M
|
|
|
May 02, 2023
Q1 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
24+ 3.26% |
$7.46K - $8.76K
|
761
$630K
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
24+ 0.4% |
$7.46K - $8.76K
|
6.05K
$5.01M
|
|
|
Apr 06, 2023
Q1 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
23+ 3.15% |
$7.14K - $8.39K
|
753
$623K
|
|
|
Apr 20, 2023
Q1 2023
|
High Mark Wealth Management LLC
|
BUY
|
- |
23+ 1.14% |
$7.14K - $8.39K
|
2.04K
$1.69M
|
|
|
Apr 25, 2023
Q1 2023
|
Amarillo National Bank
|
BUY
|
- |
23+ 1.55% |
$7.14K - $8.39K
|
1.5K
$1.24M
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
BUY
|
- |
22+ 0.79% |
$6.83K - $8.03K
|
2.8K
$2.32M
|
|
|
Apr 28, 2023
Q1 2023
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
22+ 0.94% |
$6.83K - $8.03K
|
2.36K
$1.96M
|
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
22New |
$6.83K - $8.03K
|
22
$18.2K
|
|
|
May 12, 2023
Q1 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
22+ 3.59% |
$6.83K - $8.03K
|
635
$525K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
21+ 1.31% |
$6.52K - $7.66K
|
1.63K
$1.35M
|
|
|
Apr 06, 2023
Q1 2023
|
Veracity Capital LLC
|
BUY
|
- |
21+ 0.88% |
$6.52K - $7.66K
|
2.41K
$1.99M
|
|
|
Apr 11, 2023
Q1 2023
|
Chicago Trust CO Na
|
BUY
|
- |
21+ 0.34% |
$6.52K - $7.66K
|
6.12K
$5.07M
|
|
|
Apr 20, 2023
Q1 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
21+ 0.4% |
$6.52K - $7.66K
|
5.26K
$4.35M
|
|
|
Apr 27, 2023
Q1 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
21+ 6.36% |
$6.52K - $7.66K
|
351
$290K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
21+ 0.93% |
$6.52K - $7.66K
|
2.28K
$1.89M
|
|
|
Apr 14, 2023
Q1 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
20+ 2.65% |
$6.21K - $7.3K
|
774
$641K
|
|
|
May 11, 2023
Q1 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
20+ 0.57% |
$6.21K - $7.3K
|
3.53K
$2.92M
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
19+ 5.76% |
$5.9K - $6.93K
|
349
$289K
|
|
|
May 02, 2023
Q1 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
19+ 0.28% |
$5.9K - $6.93K
|
6.8K
$5.63M
|
|
|
May 05, 2023
Q1 2023
|
Hemington Wealth Management
|
BUY
|
- |
19+ 1.85% |
$5.9K - $6.93K
|
1.05K
$866K
|
|
|
May 18, 2023
Q1 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
19New |
$5.9K - $6.93K
|
19
$15.7K
|
|
|
Apr 20, 2023
Q1 2023
|
Lvz, Inc.
|
BUY
|
- |
18+ 3.03% |
$5.59K - $6.57K
|
613
$507K
|
|
|
Apr 21, 2023
Q1 2023
|
Successful Portfolios LLC
|
BUY
|
- |
18+ 1.36% |
$5.59K - $6.57K
|
1.34K
$1.11M
|
|
|
May 04, 2023
Q1 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
18+ 0.14% |
$5.59K - $6.57K
|
13.3K
$11M
|
|
|
Apr 18, 2023
Q1 2023
|
American Financial Advisors, LLC
|
BUY
|
- |
16+ 0.07% |
$4.97K - $5.84K
|
24.4K
$20.2M
|
|
|
May 03, 2023
Q1 2023
|
Cowen Prime Advisors LLC
|
BUY
|
- |
16New |
$4.97K - $5.84K
|
16
$13.2K
|
|
|
Apr 12, 2024
Q1 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
16+ 0.62% |
$4.97K - $5.84K
|
2.6K
$2.15M
|
|
|
Apr 11, 2023
Q1 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
15+ 0.73% |
$4.66K - $5.47K
|
2.06K
$1.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
15+ 1.02% |
$4.66K - $5.47K
|
1.49K
$1.23M
|