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 25, 2023
Q1 2023
|
Norwood Financial Corp
|
SELL
|
- |
-40- 15.69% |
$12.4K - $14.6K
|
215
$178K
|
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-41- 2.31% |
$12.7K - $15K
|
1.74K
$1.44M
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-41- 1.19% |
$12.7K - $15K
|
3.42K
$2.83M
|
|
|
May 09, 2023
Q1 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-41- 0.98% |
$12.7K - $15K
|
4.15K
$3.43M
|
|
|
Apr 24, 2023
Q1 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-43- 1.89% |
$13.4K - $15.7K
|
2.24K
$1.85M
|
|
|
May 03, 2023
Q1 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-43- 5.69% |
$13.4K - $15.7K
|
713
$590K
|
|
|
May 11, 2023
Q1 2023
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-43- 0.47% |
$13.4K - $15.7K
|
9.17K
$7.59M
|
|
|
May 12, 2023
Q1 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-44- 4.26% |
$13.7K - $16.1K
|
989
$818K
|
|
|
Apr 07, 2023
Q1 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-45- 0.68% |
$14K - $16.4K
|
6.56K
$5.43M
|
|
|
May 03, 2023
Q1 2023
|
Krilogy Financial LLC
|
SELL
|
- |
-45- 1.52% |
$14K - $16.4K
|
2.92K
$2.42M
|
|
|
May 31, 2023
Q1 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-45- 3.25% |
$14K - $16.4K
|
1.34K
$1.11M
|
|
|
May 11, 2023
Q1 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-46- 2.52% |
$14.3K - $16.8K
|
1.78K
$1.47M
|
|
|
Apr 24, 2023
Q1 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-47- 8.82% |
$14.6K - $17.1K
|
486
$402K
|
|
|
Apr 06, 2023
Q1 2023
|
Indiana Trust & Investment Management CO
|
SELL
|
- |
-49- 0.34% |
$15.2K - $17.9K
|
14.2K
$11.8M
|
|
|
Apr 10, 2023
Q1 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-49- 14.33% |
$15.2K - $17.9K
|
293
$242K
|
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-49- 3.5% |
$15.2K - $17.9K
|
1.35K
$1.12M
|
|
|
May 15, 2023
Q1 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-49- 2.59% |
$15.2K - $17.9K
|
1.84K
$1.52M
|
|
|
Apr 24, 2023
Q1 2023
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-50- 1.24% |
$15.5K - $18.2K
|
3.98K
$3.29M
|
|
|
Apr 26, 2023
Q1 2023
|
Fruth Investment Management
|
SELL
|
- |
-50- 2.22% |
$15.5K - $18.2K
|
2.2K
$1.82M
|
|
|
Apr 28, 2023
Q1 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-50- 0.49% |
$15.5K - $18.2K
|
10.1K
$8.37M
|
|
|
May 09, 2023
Q1 2023
|
American Money Management, LLC
|
SELL
|
- |
-50- 1.06% |
$15.5K - $18.2K
|
4.67K
$3.86M
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-50- 0.7% |
$15.5K - $18.2K
|
7.12K
$5.89M
|
|
|
May 11, 2023
Q1 2023
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-50- 0.63% |
$15.5K - $18.2K
|
7.83K
$6.48M
|
|
|
May 15, 2023
Q1 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-50- 0.65% |
$15.5K - $18.2K
|
7.63K
$6.31M
|
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-50- 6.39% |
$15.5K - $18.2K
|
732
$606K
|
|
|
Apr 16, 2024
Q1 2023
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-50- 12.66% |
$15.5K - $18.2K
|
345
$286K
|
|
|
Jun 28, 2024
Q1 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-50- 2.46% |
$15.5K - $18.2K
|
1.98K
$1.64M
|
|
|
May 01, 2023
Q1 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-52- 4.48% |
$16.2K - $19K
|
1.11K
$919K
|
|
|
May 03, 2023
Q1 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-52- 3.94% |
$16.2K - $19K
|
1.27K
$1.05M
|
|
|
May 03, 2023
Q1 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-52- 5.36% |
$16.2K - $19K
|
919
$761K
|
|
|
May 10, 2023
Q1 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-53- 0.88% |
$16.5K - $19.3K
|
6K
$4.97M
|
|
|
May 08, 2023
Q1 2023
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-54- 2.0% |
$16.8K - $19.7K
|
2.64K
$2.18M
|
|
|
May 11, 2023
Q1 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-54- 2.7% |
$16.8K - $19.7K
|
1.95K
$1.61M
|
|
|
Sep 12, 2023
Q1 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-54- 6.02% |
$16.8K - $19.7K
|
843
$698K
|
|
|
Apr 19, 2023
Q1 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-55- 0.6% |
$17.1K - $20.1K
|
9.05K
$7.49M
|
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-55- 3.79% |
$17.1K - $20.1K
|
1.4K
$1.16M
|
|
|
Apr 21, 2023
Q1 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-55- 1.02% |
$17.1K - $20.1K
|
5.31K
$4.4M
|
|
|
Apr 28, 2023
Q1 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-55- 2.43% |
$17.1K - $20.1K
|
2.21K
$1.83M
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-55- 0.26% |
$17.1K - $20.1K
|
20.9K
$17.3M
|
|
|
Apr 20, 2023
Q1 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-56- 0.64% |
$17.4K - $20.4K
|
8.68K
$7.18M
|
|
|
May 09, 2023
Q1 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-56- 6.44% |
$17.4K - $20.4K
|
814
$674K
|
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-56- 1.58% |
$17.4K - $20.4K
|
3.49K
$2.89M
|
|
|
Apr 26, 2023
Q1 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-58- 7.15% |
$18K - $21.2K
|
753
$623K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-58- 0.56% |
$18K - $21.2K
|
10.4K
$8.6M
|
|
|
May 04, 2023
Q1 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-59- 2.46% |
$18.3K - $21.5K
|
2.34K
$1.93M
|
|
|
May 11, 2023
Q1 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-59- 3.31% |
$18.3K - $21.5K
|
1.73K
$1.43M
|
|
|
Apr 12, 2023
Q1 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-60- 6.24% |
$18.6K - $21.9K
|
902
$746K
|
|
|
Apr 12, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-60- 6.77% |
$18.6K - $21.9K
|
826
$684K
|
|
|
Apr 13, 2023
Q1 2023
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-60- 6.25% |
$18.6K - $21.9K
|
900
$745K
|
|
|
Apr 19, 2023
Q1 2023
|
Navalign, LLC
|
SELL
|
- |
-60- 2.9% |
$18.6K - $21.9K
|
2.01K
$1.66M
|