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 11, 2023
Q1 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
7+ 0.68% |
$2.17K - $2.55K
|
1.04K
$859K
|
|
|
Apr 12, 2023
Q1 2023
|
Piershale Financial Group, Inc.
|
BUY
|
- |
7+ 100.0% |
$2.17K - $2.55K
|
14
$11.6K
|
|
|
Apr 17, 2023
Q1 2023
|
Carlson Capital Management
|
BUY
|
- |
7+ 0.19% |
$2.17K - $2.55K
|
3.64K
$3.01M
|
|
|
Apr 24, 2023
Q1 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
7+ 1.11% |
$2.17K - $2.55K
|
640
$530K
|
|
|
May 03, 2023
Q1 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
7+ 0.26% |
$2.17K - $2.55K
|
2.75K
$2.27M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
6+ 3.21% |
$1.86K - $2.19K
|
193
$160K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
6+ 0.49% |
$1.86K - $2.19K
|
1.24K
$1.03M
|
|
|
Apr 11, 2023
Q1 2023
|
Rmr Wealth Builders
|
BUY
|
- |
5+ 0.43% |
$1.55K - $1.82K
|
1.17K
$971K
|
|
|
Apr 13, 2023
Q1 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
5+ 0.1% |
$1.55K - $1.82K
|
4.85K
$4.02M
|
|
|
Apr 13, 2023
Q1 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
5+ 0.72% |
$1.55K - $1.82K
|
696
$576K
|
|
|
Apr 18, 2023
Q1 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
5+ 0.24% |
$1.55K - $1.82K
|
2.12K
$1.75M
|
|
|
Apr 21, 2023
Q1 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
5+ 5.26% |
$1.55K - $1.82K
|
100
$82.8K
|
|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
5+ 0.17% |
$1.55K - $1.82K
|
3K
$2.48M
|
|
|
Apr 24, 2023
Q1 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
5+ 0.42% |
$1.55K - $1.82K
|
1.19K
$988K
|
|
|
Apr 26, 2023
Q1 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
5+ 0.31% |
$1.55K - $1.82K
|
1.64K
$1.36M
|
|
|
Apr 27, 2023
Q1 2023
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
5+ 0.23% |
$1.55K - $1.82K
|
2.13K
$1.77M
|
|
|
Apr 28, 2023
Q1 2023
|
Townsend Asset Management Corp
|
BUY
|
- |
5+ 0.2% |
$1.55K - $1.82K
|
2.46K
$2.03M
|
|
|
May 02, 2023
Q1 2023
|
Td Capital Management LLC
Memphis, TN |
BUY
|
- |
5+ 100.0% |
$1.55K - $1.82K
|
10
$8.28K
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
5+ 0.47% |
$1.55K - $1.82K
|
1.06K
$881K
|
|
|
May 09, 2023
Q1 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
5New |
$1.55K - $1.82K
|
5
$4.14K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
5+ 0.1% |
$1.55K - $1.82K
|
5.09K
$4.21M
|
|
|
Apr 11, 2023
Q1 2023
|
Weaver Consulting Group
|
BUY
|
- |
4+ 0.6% |
$1.24K - $1.46K
|
673
$557K
|
|
|
May 01, 2023
Q1 2023
|
Jnba Financial Advisors
|
BUY
|
- |
4+ 0.74% |
$1.24K - $1.46K
|
544
$450K
|
|
|
May 15, 2023
Q1 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
4+ 0.3% |
$1.24K - $1.46K
|
1.35K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Advisory Resource Group
|
BUY
|
- |
4+ 0.65% |
$1.24K - $1.46K
|
615
$509K
|
|
|
May 04, 2023
Q1 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
3+ 0.23% |
$932 - $1.09K
|
1.3K
$1.07M
|
|
|
Apr 05, 2023
Q1 2023
|
Rise Advisors, LLC
|
BUY
|
- |
3+ 0.99% |
$932 - $1.09K
|
305
$252K
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3+ 0.45% |
$932 - $1.09K
|
676
$559K
|
|
|
Apr 13, 2023
Q1 2023
|
Burt Wealth Advisors
|
BUY
|
- |
3+ 0.11% |
$932 - $1.09K
|
2.65K
$2.2M
|
|
|
Apr 17, 2023
Q1 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
3+ 0.36% |
$932 - $1.09K
|
833
$689K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
3+ 0.05% |
$932 - $1.09K
|
5.79K
$4.79M
|
|
|
Apr 20, 2023
Q1 2023
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
3+ 0.41% |
$932 - $1.09K
|
738
$611K
|
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
3+ 0.28% |
$932 - $1.09K
|
1.06K
$875K
|
|
|
May 08, 2023
Q1 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
3+ 0.82% |
$932 - $1.09K
|
371
$307K
|
|
|
May 08, 2023
Q1 2023
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
3+ 0.16% |
$932 - $1.09K
|
1.83K
$1.51M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
3+ 0.05% |
$932 - $1.09K
|
5.89K
$4.88M
|
|
|
May 12, 2023
Q1 2023
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
3+ 7.69% |
$932 - $1.09K
|
42
$34.8K
|
|
|
Apr 05, 2023
Q1 2023
|
Stillwater Investment Management, LLC
|
BUY
|
- |
2+ 0.2% |
$621 - $730
|
1.02K
$846K
|
|
|
Apr 13, 2023
Q1 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
2+ 0.13% |
$621 - $730
|
1.56K
$1.29M
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2+ 0.32% |
$621 - $730
|
626
$518K
|
|
|
Apr 21, 2023
Q1 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
2+ 0.33% |
$621 - $730
|
607
$502K
|
|
|
Apr 24, 2023
Q1 2023
|
Center For Asset Management LLC
|
BUY
|
- |
2+ 0.34% |
$621 - $730
|
583
$482K
|
|
|
Apr 24, 2023
Q1 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
2+ 0.21% |
$621 - $730
|
964
$798K
|
|
|
May 01, 2023
Q1 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
2+ 0.32% |
$621 - $730
|
621
$514K
|
|
|
May 02, 2023
Q1 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2+ 0.17% |
$621 - $730
|
1.15K
$954K
|
|
|
May 05, 2023
Q1 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
2+ 0.45% |
$621 - $730
|
451
$373K
|
|
|
May 05, 2023
Q1 2023
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
2+ 0.04% |
$621 - $730
|
4.74K
$3.92M
|
|
|
May 09, 2023
Q1 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
2+ 0.02% |
$621 - $730
|
12.3K
$10.2M
|
|
|
May 09, 2023
Q1 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
2+ 0.23% |
$621 - $730
|
878
$727K
|
|
|
May 09, 2023
Q1 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
2+ 0.14% |
$621 - $730
|
1.46K
$1.21M
|