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 17, 2023
Q1 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-15- 1.22% |
$4.66K - $5.47K
|
1.22K
$932K
|
|
|
May 01, 2023
Q1 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-16- 0.34% |
$4.97K - $5.84K
|
4.63K
$3.55M
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-17- 0.76% |
$5.28K - $6.2K
|
2.21K
$1.69M
|
|
|
Apr 17, 2023
Q1 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-17- 0.16% |
$5.28K - $6.2K
|
10.5K
$8.06M
|
|
|
Apr 19, 2023
Q1 2023
|
Moody National Bank Trust Division
|
SELL
|
- |
-17- 0.08% |
$5.28K - $6.2K
|
22.1K
$16.9M
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
SELL
|
- |
-17- 1.68% |
$5.28K - $6.2K
|
996
$764K
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-17- 0.25% |
$5.28K - $6.2K
|
6.85K
$5.25M
|
|
|
May 09, 2023
Q1 2023
|
Addison Advisors LLC
|
SELL
|
- |
-17- 2.55% |
$5.28K - $6.2K
|
650
$498K
|
|
|
May 10, 2023
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-17- 0.45% |
$5.28K - $6.2K
|
3.75K
$2.87M
|
|
|
Nov 16, 2023
Q1 2023
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-17- 10.37% |
$5.28K - $6.2K
|
147
$113K
|
|
|
Apr 13, 2023
Q1 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-18- 1.29% |
$5.59K - $6.57K
|
1.38K
$1.06M
|
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-18- 2.95% |
$5.59K - $6.57K
|
592
$454K
|
|
|
May 02, 2023
Q1 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-18- 0.5% |
$5.59K - $6.57K
|
3.57K
$2.73M
|
|
|
May 10, 2023
Q1 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-18- 0.25% |
$5.59K - $6.57K
|
7.2K
$5.52M
|
|
|
May 10, 2023
Q1 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-18- 1.43% |
$5.59K - $6.57K
|
1.24K
$952K
|
|
|
Apr 17, 2023
Q1 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-19- 0.05% |
$5.9K - $6.93K
|
37.3K
$28.6M
|
|
|
May 05, 2023
Q1 2023
|
Arcadia Investment Management Corp
|
SELL
|
- |
-19- 3.66% |
$5.9K - $6.93K
|
500
$383K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-19- 1.1% |
$5.9K - $6.93K
|
1.71K
$1.31M
|
|
|
Apr 14, 2023
Q1 2023
|
Five Oceans Advisors
|
SELL
|
- |
-20- 1.68% |
$6.21K - $7.3K
|
1.17K
$896K
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-20- 0.44% |
$6.21K - $7.3K
|
4.5K
$3.45M
|
|
|
Apr 21, 2023
Q1 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-20- 0.48% |
$6.21K - $7.3K
|
4.11K
$3.15M
|
|
|
May 03, 2023
Q1 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-20- 0.27% |
$6.21K - $7.3K
|
7.31K
$5.6M
|
|
|
Apr 02, 2024
Q1 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-20- 0.66% |
$6.21K - $7.3K
|
3.01K
$2.31M
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
SELL
|
- |
-21- 0.73% |
$6.52K - $7.66K
|
2.87K
$2.2M
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-21- 1.01% |
$6.52K - $7.66K
|
2.05K
$1.57M
|
|
|
May 08, 2023
Q1 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-21- 1.12% |
$6.52K - $7.66K
|
1.85K
$1.42M
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-21- 0.95% |
$6.52K - $7.66K
|
2.2K
$1.69M
|
|
|
Apr 13, 2023
Q1 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-22- 0.96% |
$6.83K - $8.03K
|
2.27K
$1.74M
|
|
|
Apr 25, 2023
Q1 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-22- 1.43% |
$6.83K - $8.03K
|
1.52K
$1.16M
|
|
|
Apr 18, 2023
Q1 2023
|
Avity Investment Management Inc.
|
SELL
|
- |
-23- 2.24% |
$7.14K - $8.39K
|
1.01K
$770K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
SELL
|
- |
-23- 2.23% |
$7.14K - $8.39K
|
1.01K
$773K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
SELL
|
- |
-23- 2.42% |
$7.14K - $8.39K
|
928
$711K
|
|
|
Apr 24, 2023
Q1 2023
|
Peoples Bank
|
SELL
|
- |
-23- 0.9% |
$7.14K - $8.39K
|
2.53K
$1.94M
|
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-23- 6.28% |
$7.14K - $8.39K
|
343
$263K
|
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-24- 0.29% |
$7.46K - $8.76K
|
8.31K
$6.37M
|
|
|
Apr 24, 2023
Q1 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-24- 1.69% |
$7.46K - $8.76K
|
1.4K
$1.07M
|
|
|
May 05, 2023
Q1 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-24- 1.14% |
$7.46K - $8.76K
|
2.08K
$1.6M
|
|
|
Apr 11, 2023
Q1 2023
|
Berkshire Bank
|
SELL
|
- |
-25- 0.67% |
$7.77K - $9.12K
|
3.73K
$2.86M
|
|
|
Apr 19, 2023
Q1 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-25- 2.14% |
$7.77K - $9.12K
|
1.15K
$878K
|
|
|
Apr 25, 2023
Q1 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-25- 1.58% |
$7.77K - $9.12K
|
1.55K
$1.19M
|
|
|
May 10, 2023
Q1 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-25- 1.08% |
$7.77K - $9.12K
|
2.29K
$1.75M
|
|
|
May 12, 2023
Q1 2023
|
Campion Asset Management
|
SELL
|
- |
-25- 0.71% |
$7.77K - $9.12K
|
3.48K
$2.66M
|
|
|
May 15, 2023
Q1 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-25- 3.87% |
$7.77K - $9.12K
|
621
$476K
|
|
|
May 15, 2023
Q1 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-25- 0.99% |
$7.77K - $9.12K
|
2.51K
$1.92M
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-26- 1.39% |
$8.08K - $9.49K
|
1.85K
$1.41M
|
|
|
Apr 12, 2023
Q1 2023
|
Old Port Advisors
|
SELL
|
- |
-26- 1.82% |
$8.08K - $9.49K
|
1.4K
$1.07M
|
|
|
Apr 24, 2023
Q1 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-26- 0.51% |
$8.08K - $9.49K
|
5.05K
$3.87M
|
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-26- 1.45% |
$8.08K - $9.49K
|
1.77K
$1.35M
|
|
|
May 04, 2023
Q1 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-26- 0.4% |
$8.08K - $9.49K
|
6.4K
$4.91M
|
|
|
Apr 27, 2023
Q1 2023
|
Aspiriant, LLC
|
SELL
|
- |
-27- 3.82% |
$8.39K - $9.85K
|
680
$521K
|