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 24, 2023
Q1 2023
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
2.9K+ 1.08% |
$901K - $1.06M
|
270K
$216M
|
|
Apr 05, 2023
Q1 2023
|
Empowered Funds, LLC
|
BUY
|
- |
2.83K+ 11.18% |
$879K - $1.03M
|
28.2K
$22.5M
|
|
Apr 12, 2023
Q1 2023
|
Retireful, LLC
|
BUY
|
- |
2.82KNew |
$875K - $1.03M
|
2.82K
$2.25M
|
|
May 10, 2023
Q1 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
2.77K+ 116.88% |
$860K - $1.01M
|
5.14K
$4.11M
|
|
May 11, 2023
Q1 2023
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
2.73K+ 3.98% |
$848K - $996K
|
71.4K
$57.1M
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.73K+ 33.3% |
$846K - $994K
|
10.9K
$8.72M
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
2.72K+ 28.04% |
$844K - $992K
|
12.4K
$9.92M
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.72KNew |
$844K - $991K
|
2.72K
$2.17M
|
|
May 15, 2023
Q1 2023
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
2.66K+ 47.02% |
$825K - $969K
|
8.31K
$6.64M
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.6KNew |
$808K - $949K
|
2.6K
$2.08M
|
|
May 05, 2023
Q1 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
2.6K+ 50.5% |
$808K - $949K
|
7.75K
$6.2M
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.59K+ 5.08% |
$804K - $945K
|
53.6K
$42.8M
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
2.58K+ 74.84% |
$800K - $940K
|
6.02K
$4.81M
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
2.57K+ 11.24% |
$799K - $939K
|
25.5K
$20.4M
|
|
Apr 28, 2023
Q1 2023
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
2.54K+ 2.84% |
$788K - $926K
|
91.9K
$73.5M
|
|
May 12, 2023
Q1 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
2.54K+ 13.55% |
$788K - $925K
|
21.2K
$17M
|
|
May 12, 2023
Q1 2023
|
Pine Bridge Investments, L.P.
|
BUY
|
- |
2.51K+ 4.2% |
$779K - $915K
|
62.3K
$49.8M
|
|
May 05, 2023
Q1 2023
|
Sivik Global Healthcare LLC
Greenwich, CT |
BUY
|
- |
2.5K+ 14.29% |
$777K - $912K
|
20K
$16M
|
|
May 09, 2023
Q1 2023
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
2.5KNew |
$777K - $912K
|
2.5K
$2M
|
|
May 15, 2023
Q1 2023
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
2.47KNew |
$766K - $900K
|
2.47K
$1.97M
|
|
May 03, 2023
Q1 2023
|
Private Wealth Partners, LLC
|
BUY
|
- |
2.46KNew |
$763K - $896K
|
2.46K
$1.96M
|
|
May 15, 2023
Q1 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
2.44K+ 12.71% |
$757K - $889K
|
21.6K
$17.3M
|
|
May 09, 2023
Q1 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2.4K+ 46.16% |
$744K - $874K
|
7.58K
$6.06M
|
|
Apr 25, 2023
Q1 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
2.39K+ 143.81% |
$743K - $873K
|
4.06K
$3.24M
|
|
Oct 21, 2024
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
2.37K+ 1006.38% |
$735K - $863K
|
2.6K
$2.08M
|
|
Apr 28, 2023
Q1 2023
|
Simmons Bank
|
BUY
|
- |
2.37K+ 47.22% |
$735K - $863K
|
7.37K
$5.9M
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.36K+ 13.48% |
$734K - $862K
|
19.9K
$15.9M
|
|
May 12, 2023
Q1 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
2.36K+ 12.31% |
$733K - $861K
|
21.5K
$17.2M
|
|
May 31, 2023
Q1 2023
|
Coastline Trust CO
|
BUY
|
- |
2.35K+ 14.11% |
$730K - $857K
|
19K
$15.2M
|
|
May 22, 2023
Q1 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
2.35KNew |
$729K - $857K
|
2.35K
$1.88M
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.34K+ 38.51% |
$727K - $854K
|
8.42K
$6.74M
|
|
May 08, 2023
Q1 2023
|
Brighton Jones LLC
|
BUY
|
- |
2.33K+ 37.3% |
$724K - $850K
|
8.58K
$6.86M
|
|
May 11, 2023
Q1 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
2.33K+ 84.09% |
$724K - $850K
|
5.1K
$4.08M
|
|
Apr 24, 2023
Q1 2023
|
Corundum Group, Inc.
|
BUY
|
- |
2.32K+ 106.72% |
$721K - $846K
|
4.49K
$3.59M
|
|
Apr 25, 2023
Q1 2023
|
Jlb & Associates Inc
|
BUY
|
- |
2.32K+ 9.57% |
$719K - $845K
|
26.5K
$21.2M
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.3KNew |
$715K - $840K
|
2.3K
$1.84M
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
2.3K+ 32.51% |
$715K - $840K
|
9.38K
$7.5M
|
|
Apr 21, 2023
Q1 2023
|
Rnc Capital Management LLC
|
BUY
|
- |
2.3K+ 17.42% |
$714K - $839K
|
15.5K
$12.4M
|
|
May 09, 2023
Q1 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
2.28K+ 124.17% |
$707K - $830K
|
4.11K
$3.29M
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
2.27K+ 14.17% |
$704K - $826K
|
18.2K
$14.6M
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2.26K+ 408.86% |
$702K - $825K
|
2.81K
$2.25M
|
|
Apr 21, 2023
Q1 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
2.26K+ 61.91% |
$701K - $824K
|
5.91K
$4.72M
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2.22K+ 374.54% |
$690K - $810K
|
2.81K
$2.25M
|
|
May 10, 2023
Q1 2023
|
Exos Tfp Holdings LLC
New York, NY |
BUY
|
- |
2.21K+ 108.86% |
$687K - $807K
|
4.24K
$3.39M
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
2.21K+ 3.2% |
$686K - $805K
|
71.2K
$57M
|
|
May 10, 2023
Q1 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
2.21K+ 64.91% |
$685K - $804K
|
5.6K
$4.48M
|
|
Apr 28, 2023
Q1 2023
|
State Of Michigan Retirement System
|
BUY
|
- |
2.2K+ 0.96% |
$683K - $803K
|
232K
$185M
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.18K+ 12.74% |
$677K - $796K
|
19.3K
$15.4M
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
2.17K+ 60.48% |
$673K - $791K
|
5.75K
$4.6M
|
|
Apr 19, 2023
Q1 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
2.15K+ 22.93% |
$669K - $786K
|
11.5K
$9.23M
|