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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
2+ 0.04% |
$621 - $730
|
4.63K
$3.83M
|
|
|
May 15, 2023
Q1 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
2+ 0.11% |
$621 - $730
|
1.89K
$1.56M
|
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
2+ 0.32% |
$621 - $730
|
636
$526K
|
|
|
May 22, 2023
Q1 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
2+ 0.09% |
$621 - $730
|
2.26K
$1.87M
|
|
|
Mar 11, 2024
Q1 2023
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
2+ 0.34% |
$621 - $730
|
584
$483K
|
|
|
Apr 05, 2023
Q1 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1+ 0.02% |
$311 - $365
|
4.19K
$3.46M
|
|
|
Apr 06, 2023
Q1 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
1+ 0.02% |
$311 - $365
|
4.25K
$3.52M
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
BUY
|
- |
1+ 0.03% |
$311 - $365
|
3.04K
$2.51M
|
|
|
Apr 07, 2023
Q1 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
1+ 0.06% |
$311 - $365
|
1.61K
$1.33M
|
|
|
Apr 17, 2023
Q1 2023
|
Baldrige Asset Management LLC
|
BUY
|
- |
1New |
$311 - $365
|
1
$828
|
|
|
Apr 19, 2023
Q1 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.04% |
$311 - $365
|
2.29K
$1.9M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
1+ 0.09% |
$311 - $365
|
1.06K
$877K
|
|
|
Apr 25, 2023
Q1 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
1+ 0.12% |
$311 - $365
|
842
$697K
|
|
|
Apr 25, 2023
Q1 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1+ 0.14% |
$311 - $365
|
706
$584K
|
|
|
Apr 28, 2023
Q1 2023
|
West End Advisors, LLC
|
BUY
|
- |
1+ 11.11% |
$311 - $365
|
10
$8.28K
|
|
|
Apr 28, 2023
Q1 2023
|
Lansing Street Advisors
|
BUY
|
- |
1+ 0.16% |
$311 - $365
|
642
$531K
|
|
|
May 01, 2023
Q1 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
1+ 0.01% |
$311 - $365
|
15.1K
$12.5M
|
|
|
May 03, 2023
Q1 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1+ 0.01% |
$311 - $365
|
11K
$9.12M
|
|
|
May 03, 2023
Q1 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
1+ 0.09% |
$311 - $365
|
1.09K
$901K
|
|
|
May 05, 2023
Q1 2023
|
Carson Advisory Inc.
|
BUY
|
- |
1+ 0.09% |
$311 - $365
|
1.16K
$963K
|
|
|
May 10, 2023
Q1 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
1+ 0.17% |
$311 - $365
|
594
$492K
|
|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1+ 0.09% |
$311 - $365
|
1.07K
$886K
|
|
|
May 12, 2023
Q1 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 0.29% |
$311 - $365
|
340
$281K
|
|
|
May 15, 2023
Q1 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1+ 0.15% |
$311 - $365
|
663
$549K
|
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.04% |
$311 - $365
|
2.8K
$2.31M
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1+ 0.07% |
$311 - $365
|
1.44K
$1.19M
|
|
|
Feb 13, 2025
Q1 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
1+ 0.05% |
$311 - $365
|
2.15K
$1.78M
|
|
|
Apr 11, 2023
Q1 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-1- 0.1% |
$311 - $365
|
989
$818K
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-1- -0.0% |
$311 - $365
|
23.4K
$19.4M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-1- 0.09% |
$311 - $365
|
1.14K
$947K
|
|
|
May 08, 2023
Q1 2023
|
Sunburst Financial Group, LLC
|
SELL
|
- |
-1- 0.12% |
$311 - $365
|
821
$679K
|
|
|
May 10, 2023
Q1 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1- 0.11% |
$311 - $365
|
942
$780K
|
|
|
May 10, 2023
Q1 2023
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-1- 0.1% |
$311 - $365
|
1.05K
$866K
|
|
|
May 22, 2023
Q1 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-1- 0.05% |
$311 - $365
|
1.93K
$1.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-2- 0.23% |
$621 - $730
|
879
$727K
|
|
|
Apr 17, 2023
Q1 2023
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-2- 0.37% |
$621 - $730
|
534
$442K
|
|
|
Apr 18, 2023
Q1 2023
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-2- 0.25% |
$621 - $730
|
800
$662K
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-2- 0.21% |
$621 - $730
|
957
$792K
|
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
SELL
|
- |
-2- 0.06% |
$621 - $730
|
3.25K
$2.69M
|
|
|
May 04, 2023
Q1 2023
|
West Chester Capital Advisors, Inc
|
SELL
|
- |
-2- 0.04% |
$621 - $730
|
4.88K
$4.04M
|
|
|
May 05, 2023
Q1 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-2- 0.17% |
$621 - $730
|
1.18K
$974K
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-2- 0.27% |
$621 - $730
|
746
$617K
|
|
|
Mar 06, 2024
Q1 2023
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-2- 0.04% |
$621 - $730
|
5.01K
$4.14M
|
|
|
Apr 11, 2023
Q1 2023
|
Cox Capital Mgt LLC
|
SELL
|
- |
-3- 0.19% |
$932 - $1.09K
|
1.6K
$1.32M
|
|
|
Apr 14, 2023
Q1 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-3- 0.2% |
$932 - $1.09K
|
1.52K
$1.25M
|
|
|
Apr 18, 2023
Q1 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-3- 0.14% |
$932 - $1.09K
|
2.12K
$1.76M
|
|
|
Apr 20, 2023
Q1 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-3- 0.16% |
$932 - $1.09K
|
1.84K
$1.52M
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-3- 0.66% |
$932 - $1.09K
|
450
$372K
|
|
|
May 09, 2023
Q1 2023
|
Manchester Capital Management LLC
Manchester, VT |
SELL
|
- |
-3- 0.16% |
$932 - $1.09K
|
1.86K
$1.54M
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-4- 0.66% |
$1.24K - $1.46K
|
602
$498K
|