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
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
SELL
|
- |
-4- -0.0% |
$1.24K - $1.46K
|
1.93M
$1.57B
|
|
|
May 15, 2023
Q1 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-4- 0.44% |
$1.24K - $1.46K
|
906
$735K
|
|
|
Apr 13, 2023
Q1 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-5- 0.17% |
$1.55K - $1.82K
|
2.99K
$2.43M
|
|
|
Apr 13, 2023
Q1 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-5- 0.14% |
$1.55K - $1.82K
|
3.55K
$2.88M
|
|
|
Apr 21, 2023
Q1 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-5- 0.78% |
$1.55K - $1.82K
|
637
$517K
|
|
|
Apr 26, 2023
Q1 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-5- 0.44% |
$1.55K - $1.82K
|
1.13K
$918K
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-5- 0.09% |
$1.55K - $1.82K
|
5.86K
$4.75M
|
|
|
May 12, 2023
Q1 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-5- 1.37% |
$1.55K - $1.82K
|
360
$292K
|
|
|
May 15, 2023
Q1 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-5- 0.3% |
$1.55K - $1.82K
|
1.65K
$1.34M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-5- 0.85% |
$1.55K - $1.82K
|
586
$475K
|
|
|
Apr 07, 2023
Q1 2023
|
Emerald Advisors, LLC
|
SELL
|
- |
-6- 0.94% |
$1.86K - $2.19K
|
633
$513K
|
|
|
Apr 12, 2023
Q1 2023
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-6- 3.57% |
$1.86K - $2.19K
|
162
$131K
|
|
|
Apr 27, 2023
Q1 2023
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-6- 0.56% |
$1.86K - $2.19K
|
1.07K
$865K
|
|
|
Apr 28, 2023
Q1 2023
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-6- 0.43% |
$1.86K - $2.19K
|
1.38K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-6- 0.52% |
$1.86K - $2.19K
|
1.15K
$934K
|
|
|
Apr 07, 2023
Q1 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-7- 1.02% |
$2.17K - $2.55K
|
676
$548K
|
|
|
Apr 10, 2023
Q1 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-7- 0.79% |
$2.17K - $2.55K
|
883
$716K
|
|
|
Apr 11, 2023
Q1 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-7- 0.12% |
$2.17K - $2.55K
|
5.78K
$4.69M
|
|
|
Apr 21, 2023
Q1 2023
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-7- 0.86% |
$2.17K - $2.55K
|
808
$655K
|
|
|
May 02, 2023
Q1 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-7- 1.06% |
$2.17K - $2.55K
|
656
$532K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-7- 1.68% |
$2.17K - $2.55K
|
409
$332K
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-7Closed |
$2.17K - $2.55K
|
0
$0
|
|
|
Apr 12, 2023
Q1 2023
|
Country Club Bank
|
SELL
|
- |
-8- 0.22% |
$2.49K - $2.92K
|
3.58K
$2.9M
|
|
|
Apr 27, 2023
Q1 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-8- 0.35% |
$2.49K - $2.92K
|
2.25K
$1.82M
|
|
|
May 08, 2023
Q1 2023
|
Tempus Wealth Planning, LLC
|
SELL
|
- |
-8- 0.36% |
$2.49K - $2.92K
|
2.18K
$1.77M
|
|
|
Apr 13, 2023
Q1 2023
|
Waypoint Capital Advisors, LLC
|
SELL
|
- |
-9- 0.68% |
$2.8K - $3.28K
|
1.32K
$1.07M
|
|
|
Apr 19, 2023
Q1 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-9- 0.24% |
$2.8K - $3.28K
|
3.67K
$2.97M
|
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
SELL
|
- |
-9- 0.75% |
$2.8K - $3.28K
|
1.19K
$965K
|
|
|
Apr 21, 2023
Q1 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-10- 0.48% |
$3.11K - $3.65K
|
2.07K
$1.68M
|
|
|
Apr 25, 2023
Q1 2023
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-10- 1.09% |
$3.11K - $3.65K
|
910
$738K
|
|
|
Apr 28, 2023
Q1 2023
|
Callahan Advisors, LLC
|
SELL
|
- |
-10- 1.12% |
$3.11K - $3.65K
|
880
$714K
|
|
|
May 02, 2023
Q1 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-10- 0.06% |
$3.11K - $3.65K
|
15.6K
$12.6M
|
|
|
May 08, 2023
Q1 2023
|
Campbell Wealth Management
|
SELL
|
- |
-10- 1.3% |
$3.11K - $3.65K
|
760
$616K
|
|
|
May 15, 2023
Q1 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-10- 0.7% |
$3.11K - $3.65K
|
1.43K
$1.16M
|
|
|
Oct 28, 2024
Q1 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-10- 40.0% |
$3.11K - $3.65K
|
15
$12.2K
|
|
|
Apr 21, 2023
Q1 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-11- 1.06% |
$3.42K - $4.01K
|
1.03K
$835K
|
|
|
May 15, 2023
Q1 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-11- 1.33% |
$3.42K - $4.01K
|
818
$663K
|
|
|
May 15, 2023
Q1 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-11- 0.52% |
$3.42K - $4.01K
|
2.1K
$1.7M
|
|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
SELL
|
- |
-12- 0.77% |
$3.73K - $4.38K
|
1.54K
$1.25M
|
|
|
Apr 28, 2023
Q1 2023
|
Adirondack Trust CO
|
SELL
|
- |
-12- 0.24% |
$3.73K - $4.38K
|
5.08K
$4.12M
|
|
|
May 03, 2023
Q1 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-12- 0.26% |
$3.73K - $4.38K
|
4.61K
$3.74M
|
|
|
Apr 06, 2023
Q1 2023
|
Revolve Wealth Partners, LLC
|
SELL
|
- |
-13- 1.27% |
$4.04K - $4.74K
|
1.01K
$821K
|
|
|
May 10, 2023
Q1 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-13- 1.91% |
$4.04K - $4.74K
|
668
$542K
|
|
|
Apr 13, 2023
Q1 2023
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-14- 1.64% |
$4.35K - $5.11K
|
838
$680K
|
|
|
May 01, 2023
Q1 2023
|
Csenge Advisory Group
|
SELL
|
- |
-14- 0.4% |
$4.35K - $5.11K
|
3.46K
$2.81M
|
|
|
May 15, 2023
Q1 2023
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-14- 0.51% |
$4.35K - $5.11K
|
2.76K
$2.24M
|
|
|
Apr 11, 2023
Q1 2023
|
Salvus Wealth Management, LLC
|
SELL
|
- |
-15- 1.29% |
$4.66K - $5.47K
|
1.15K
$933K
|
|
|
Apr 18, 2023
Q1 2023
|
Albion Financial Group
|
SELL
|
- |
-15- 1.44% |
$4.66K - $5.47K
|
1.02K
$831K
|
|
|
Apr 19, 2023
Q1 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-15- 0.56% |
$4.66K - $5.47K
|
2.66K
$2.15M
|
|
|
May 08, 2023
Q1 2023
|
Private Management Group Inc
|
SELL
|
- |
-15- 2.25% |
$4.66K - $5.47K
|
651
$528K
|