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 17, 2023
Q1 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
15+ 0.85% |
$4.66K - $5.47K
|
1.77K
$1.47M
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
BUY
|
- |
15+ 1.84% |
$4.66K - $5.47K
|
832
$689K
|
|
|
Apr 24, 2023
Q1 2023
|
Asio Capital, LLC
|
BUY
|
- |
15+ 0.57% |
$4.66K - $5.47K
|
2.66K
$2.2M
|
|
|
Apr 28, 2023
Q1 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
15+ 14.15% |
$4.66K - $5.47K
|
121
$100K
|
|
|
May 02, 2023
Q1 2023
|
Tfg Advisers LLC
|
BUY
|
- |
15+ 0.49% |
$4.66K - $5.47K
|
3.07K
$2.54M
|
|
|
May 02, 2023
Q1 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
15+ 1.75% |
$4.66K - $5.47K
|
874
$723K
|
|
|
May 03, 2023
Q1 2023
|
Facet Wealth, Inc.
|
BUY
|
- |
15+ 0.7% |
$4.66K - $5.47K
|
2.17K
$1.79M
|
|
|
May 04, 2023
Q1 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
15+ 0.97% |
$4.66K - $5.47K
|
1.56K
$1.29M
|
|
|
May 04, 2023
Q1 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
15+ 15.0% |
$4.66K - $5.47K
|
115
$95.2K
|
|
|
May 15, 2023
Q1 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
15+ 0.61% |
$4.66K - $5.47K
|
2.46K
$2.03M
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
15+ 1.75% |
$4.66K - $5.47K
|
873
$722K
|
|
|
May 03, 2023
Q1 2023
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
14+ 0.9% |
$4.35K - $5.11K
|
1.56K
$1.29M
|
|
|
May 05, 2023
Q1 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
BUY
|
- |
14+ 1.87% |
$4.35K - $5.11K
|
763
$631K
|
|
|
May 05, 2023
Q1 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
14+ 0.24% |
$4.35K - $5.11K
|
5.83K
$4.83M
|
|
|
May 15, 2023
Q1 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
14+ 0.89% |
$4.35K - $5.11K
|
1.59K
$1.32M
|
|
|
Apr 25, 2023
Q1 2023
|
Taylor Frigon Capital Management LLC
|
BUY
|
- |
13+ 0.35% |
$4.04K - $4.74K
|
3.75K
$3.1M
|
|
|
May 03, 2023
Q1 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
13+ 1.34% |
$4.04K - $4.74K
|
985
$815K
|
|
|
May 08, 2023
Q1 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
13+ 2.15% |
$4.04K - $4.74K
|
617
$511K
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
13+ 0.04% |
$4.04K - $4.74K
|
35.9K
$29.7M
|
|
|
May 15, 2023
Q1 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
13+ 2.18% |
$4.04K - $4.74K
|
609
$504K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
13+ 0.03% |
$4.04K - $4.74K
|
41.7K
$34.5M
|
|
|
Apr 14, 2023
Q1 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
12+ 0.66% |
$3.73K - $4.38K
|
1.84K
$1.52M
|
|
|
May 05, 2023
Q1 2023
|
Miller Wealth Advisors, LLC
|
BUY
|
- |
12+ 12.0% |
$3.73K - $4.38K
|
112
$92.7K
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
12+ 0.35% |
$3.73K - $4.38K
|
3.48K
$2.88M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
12+ 0.09% |
$3.73K - $4.38K
|
13.8K
$11.4M
|
|
|
Apr 04, 2023
Q1 2023
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
11+ 1.67% |
$3.42K - $4.01K
|
670
$554K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
11+ 0.57% |
$3.42K - $4.01K
|
1.93K
$1.59M
|
|
|
Apr 25, 2023
Q1 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
11+ 0.36% |
$3.42K - $4.01K
|
3.03K
$2.51M
|
|
|
Apr 28, 2023
Q1 2023
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
11+ 1.75% |
$3.42K - $4.01K
|
638
$528K
|
|
|
May 01, 2023
Q1 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
11+ 0.66% |
$3.42K - $4.01K
|
1.67K
$1.38M
|
|
|
May 15, 2023
Q1 2023
|
Brooks, Moore & Associates, Inc.
|
BUY
|
- |
11+ 0.24% |
$3.42K - $4.01K
|
4.67K
$3.87M
|
|
|
Aug 18, 2023
Q1 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
11+ 1.84% |
$3.42K - $4.01K
|
609
$504K
|
|
|
Apr 14, 2023
Q1 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
10+ 1.48% |
$3.11K - $3.65K
|
687
$569K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
10+ 0.85% |
$3.11K - $3.65K
|
1.19K
$982K
|
|
|
May 15, 2023
Q1 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
10+ 0.09% |
$3.11K - $3.65K
|
10.7K
$8.89M
|
|
|
Nov 06, 2023
Q1 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
10New |
$3.11K - $3.65K
|
10
$8.28K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealth Architects, LLC
|
BUY
|
- |
9+ 0.71% |
$2.8K - $3.28K
|
1.27K
$1.05M
|
|
|
May 05, 2023
Q1 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
9+ 0.38% |
$2.8K - $3.28K
|
2.37K
$1.96M
|
|
|
May 08, 2023
Q1 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
9+ 0.13% |
$2.8K - $3.28K
|
7.16K
$5.93M
|
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
9+ 6.98% |
$2.8K - $3.28K
|
138
$114K
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
9+ 36.0% |
$2.8K - $3.28K
|
34
$28.1K
|
|
|
May 15, 2023
Q1 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
8+ 0.37% |
$2.49K - $2.92K
|
2.16K
$1.79M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital City Trust CO
|
BUY
|
- |
8+ 0.85% |
$2.49K - $2.92K
|
947
$784K
|
|
|
Apr 19, 2023
Q1 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
8+ 0.82% |
$2.49K - $2.92K
|
980
$811K
|
|
|
Apr 25, 2023
Q1 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
8+ 1.72% |
$2.49K - $2.92K
|
474
$392K
|
|
|
Apr 25, 2023
Q1 2023
|
Hartford Financial Management Inc.
|
BUY
|
- |
8+ 0.05% |
$2.49K - $2.92K
|
14.9K
$12.3M
|
|
|
May 08, 2023
Q1 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
8+ 0.9% |
$2.49K - $2.92K
|
900
$745K
|
|
|
May 09, 2023
Q1 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
8+ 0.55% |
$2.49K - $2.92K
|
1.45K
$1.2M
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
BUY
|
- |
8+ 1.24% |
$2.49K - $2.92K
|
653
$540K
|
|
|
Apr 10, 2023
Q1 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
7+ 0.24% |
$2.17K - $2.55K
|
2.9K
$2.4M
|