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 12, 2023
Q1 2023
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
1.49K+ 49.0% |
$463K - $544K
|
4.53K
$3.57M
|
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
1.46K+ 5.06% |
$454K - $533K
|
30.3K
$23.9M
|
|
|
Apr 13, 2023
Q1 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
1.46K+ 32.94% |
$452K - $531K
|
5.88K
$4.62M
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
1.45KNew |
$451K - $530K
|
1.45K
$1.14M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
1.44K+ 15.96% |
$446K - $524K
|
10.4K
$8.21M
|
|
|
May 11, 2023
Q1 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.43KNew |
$443K - $521K
|
1.43K
$1.12M
|
|
|
Apr 18, 2023
Q1 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
1.42K+ 7.14% |
$441K - $518K
|
21.3K
$16.8M
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
1.42K+ 3.38% |
$440K - $517K
|
43.3K
$34.1M
|
|
|
May 05, 2023
Q1 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
1.41K+ 54.7% |
$439K - $515K
|
4K
$3.14M
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.4K+ 8.92% |
$436K - $511K
|
17.1K
$13.5M
|
|
|
May 15, 2023
Q1 2023
|
Bradley Mark J.
|
BUY
|
- |
1.38K+ 7.81% |
$427K - $502K
|
19K
$14.9M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
1.36K+ 4.13% |
$422K - $495K
|
34.3K
$27M
|
|
|
May 08, 2023
Q1 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
1.36K+ 17.67% |
$421K - $494K
|
9.02K
$7.1M
|
|
|
Apr 26, 2023
Q1 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
1.35K+ 86.32% |
$419K - $493K
|
2.91K
$2.29M
|
|
|
Apr 28, 2023
Q1 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.35KNew |
$419K - $493K
|
1.35K
$1.06M
|
|
|
May 15, 2023
Q1 2023
|
Shay Capital LLC
New York, NY |
BUY
|
- |
1.35KNew |
$419K - $493K
|
1.35K
$1.06M
|
|
|
Apr 24, 2023
Q1 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1.33KNew |
$414K - $486K
|
1.33K
$1.05M
|
|
|
Apr 27, 2023
Q1 2023
|
Strs Ohio
|
BUY
|
- |
1.33K+ 0.25% |
$414K - $486K
|
544K
$428M
|
|
|
May 10, 2023
Q1 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
1.32K+ 2.38% |
$411K - $483K
|
57K
$44.9M
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.32KNew |
$410K - $481K
|
1.32K
$1.04M
|
|
|
May 12, 2023
Q1 2023
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
1.32KNew |
$408K - $480K
|
1.32K
$1.03M
|
|
|
May 08, 2023
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
1.31K+ 16.63% |
$408K - $479K
|
9.2K
$7.24M
|
|
|
Feb 06, 2024
Q1 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
1.31K+ 16.63% |
$408K - $479K
|
9.2K
$7.24M
|
|
|
May 12, 2023
Q1 2023
|
Axiom Investors LLC
Greenwich, CT |
BUY
|
- |
1.3K+ 0.22% |
$405K - $475K
|
602K
$474M
|
|
|
Apr 06, 2023
Q1 2023
|
New England Research & Management, Inc.
|
BUY
|
- |
1.3K+ 86.96% |
$404K - $474K
|
2.8K
$2.2M
|
|
|
May 02, 2023
Q1 2023
|
Graypoint LLC
|
BUY
|
- |
1.28K+ 34.98% |
$397K - $466K
|
4.93K
$3.88M
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.28K+ 12.22% |
$397K - $466K
|
11.7K
$9.23M
|
|
|
Apr 25, 2023
Q1 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
1.28K+ 100.08% |
$396K - $465K
|
2.55K
$2.01M
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
1.27K+ 2635.42% |
$393K - $461K
|
1.31K
$1.03M
|
|
|
May 01, 2023
Q1 2023
|
Pds Planning, Inc
|
BUY
|
- |
1.26K+ 37.42% |
$392K - $460K
|
4.63K
$3.64M
|
|
|
May 12, 2023
Q1 2023
|
Foster Dykema Cabot & CO Inc
|
BUY
|
- |
1.24K+ 2.34% |
$385K - $452K
|
54.1K
$42.6M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.24K+ 17.25% |
$384K - $451K
|
8.4K
$6.61M
|
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.23K+ 5.67% |
$381K - $447K
|
22.8K
$18M
|
|
|
May 16, 2023
Q1 2023
|
Hollencrest Capital Management
|
BUY
|
- |
1.22K+ 58.29% |
$380K - $447K
|
3.32K
$2.62M
|
|
|
May 15, 2023
Q1 2023
|
Liberty One Investment Management, LLC
|
BUY
|
- |
1.21K+ 1.77% |
$376K - $441K
|
69.5K
$54.7M
|
|
|
May 15, 2023
Q1 2023
|
Becker Capital Management Inc
|
BUY
|
- |
1.21K+ 35.08% |
$376K - $441K
|
4.66K
$3.67M
|
|
|
Nov 06, 2024
Q1 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.21KNew |
$375K - $441K
|
1.21K
$951K
|
|
|
Mar 13, 2025
Q1 2023
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
1.2K+ 15.0% |
$373K - $438K
|
9.2K
$7.24M
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.19K+ 1.54% |
$371K - $436K
|
78.7K
$61.9M
|
|
|
May 10, 2023
Q1 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
1.18K+ 2.82% |
$365K - $429K
|
42.9K
$33.8M
|
|
|
Apr 25, 2023
Q1 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.17K+ 34.02% |
$364K - $428K
|
4.62K
$3.64M
|
|
|
Apr 21, 2023
Q1 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
1.17K+ 16.93% |
$362K - $425K
|
8.05K
$6.33M
|
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
1.16K+ 66.06% |
$360K - $422K
|
2.91K
$2.29M
|
|
|
Apr 27, 2023
Q1 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
1.14K+ 11.05% |
$355K - $417K
|
11.5K
$9.05M
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1.14K+ 8.62% |
$353K - $415K
|
14.3K
$11.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
1.13K+ 78.02% |
$349K - $410K
|
2.57K
$2.02M
|
|
|
May 04, 2023
Q1 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1.12K+ 151.01% |
$349K - $409K
|
1.87K
$1.47M
|
|
|
Aug 17, 2023
Q1 2023
|
Peterson Wealth Management
|
BUY
|
- |
1.12K+ 37.27% |
$346K - $407K
|
4.11K
$3.23M
|
|
|
Apr 05, 2023
Q1 2023
|
Empirical Finance, LLC
|
BUY
|
- |
1.11K+ 5.3% |
$346K - $406K
|
22.1K
$17.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.11K+ 32.64% |
$345K - $405K
|
4.52K
$3.55M
|