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
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-60- 2.72% |
$18.6K - $21.9K
|
2.15K
$1.69M
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-60- 0.32% |
$18.6K - $21.9K
|
18.5K
$14.6M
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-61- 0.23% |
$18.9K - $22.3K
|
26.3K
$20.7M
|
|
Apr 03, 2023
Q1 2023
|
Park National Corp
|
SELL
|
- |
-62- 0.42% |
$19.3K - $22.6K
|
14.8K
$11.7M
|
|
Apr 24, 2023
Q1 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-62- 1.82% |
$19.3K - $22.6K
|
3.34K
$2.63M
|
|
May 12, 2023
Q1 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-62- 5.83% |
$19.3K - $22.6K
|
1K
$788K
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-63- 1.62% |
$19.6K - $23K
|
3.82K
$3M
|
|
May 05, 2023
Q1 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-63- 9.55% |
$19.6K - $23K
|
597
$470K
|
|
May 12, 2023
Q1 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-63- 1.04% |
$19.6K - $23K
|
5.99K
$4.72M
|
|
May 28, 2025
Q1 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-63- 1.36% |
$19.6K - $23K
|
4.58K
$3.61M
|
|
Apr 26, 2023
Q1 2023
|
Clean Yield Group
|
SELL
|
- |
-64- 1.62% |
$19.9K - $23.3K
|
3.89K
$3.06M
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-64- 2.92% |
$19.9K - $23.3K
|
2.13K
$1.67M
|
|
Apr 18, 2023
Q1 2023
|
First United Bank & Trust
|
SELL
|
- |
-65- 5.37% |
$20.2K - $23.7K
|
1.15K
$901K
|
|
May 02, 2023
Q1 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-65- 0.6% |
$20.2K - $23.7K
|
10.7K
$8.41M
|
|
May 15, 2023
Q1 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-65- 6.37% |
$20.2K - $23.7K
|
955
$752K
|
|
Apr 14, 2023
Q1 2023
|
Beacon Financial Group
|
SELL
|
- |
-66- 6.85% |
$20.5K - $24.1K
|
898
$707K
|
|
Apr 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-66- 2.44% |
$20.5K - $24.1K
|
2.64K
$2.07M
|
|
May 05, 2023
Q1 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-66- 1.64% |
$20.5K - $24.1K
|
3.97K
$3.12M
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-66- 0.92% |
$20.5K - $24.1K
|
7.08K
$5.57M
|
|
May 15, 2023
Q1 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
SELL
|
- |
-67- 42.14% |
$20.8K - $24.4K
|
92
$72.4K
|
|
Apr 01, 2024
Q1 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-67- 5.33% |
$20.8K - $24.4K
|
1.19K
$936K
|
|
Apr 26, 2023
Q1 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-69- 12.83% |
$21.4K - $25.2K
|
469
$369K
|
|
May 12, 2023
Q1 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-69- 9.1% |
$21.4K - $25.2K
|
689
$542K
|
|
May 12, 2023
Q1 2023
|
Clear Street Markets LLC
|
SELL
|
- |
-69- 4.27% |
$21.4K - $25.2K
|
1.55K
$1.22M
|
|
Apr 12, 2023
Q1 2023
|
Bath Savings Trust CO
|
SELL
|
- |
-70- 0.41% |
$21.7K - $25.5K
|
17.1K
$13.5M
|
|
Apr 20, 2023
Q1 2023
|
Reliant Investment Management, LLC
|
SELL
|
- |
-70- 4.66% |
$21.7K - $25.5K
|
1.43K
$1.13M
|
|
Apr 24, 2023
Q1 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-70- 1.02% |
$21.7K - $25.5K
|
6.8K
$5.35M
|
|
May 02, 2023
Q1 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-70- 5.49% |
$21.7K - $25.5K
|
1.21K
$949K
|
|
May 04, 2023
Q1 2023
|
Fi3 Financial Advisors, LLC
|
SELL
|
- |
-70- 0.48% |
$21.7K - $25.5K
|
14.6K
$11.5M
|
|
May 03, 2023
Q1 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-73- 9.11% |
$22.7K - $26.6K
|
728
$573K
|
|
May 08, 2023
Q1 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-74- 10.31% |
$23K - $27K
|
644
$507K
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-74- 2.22% |
$23K - $27K
|
3.26K
$2.57M
|
|
Oct 19, 2023
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-74- 1.43% |
$23K - $27K
|
5.1K
$4.01M
|
|
Jan 16, 2024
Q1 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-74- 1.43% |
$23K - $27K
|
5.1K
$4.01M
|
|
May 09, 2023
Q1 2023
|
Perkins Capital Management Inc
|
SELL
|
- |
-75- 0.57% |
$23.3K - $27.4K
|
13.1K
$10.3M
|
|
May 12, 2023
Q1 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-75- 19.79% |
$23.3K - $27.4K
|
304
$239K
|
|
Apr 14, 2023
Q1 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-76- 0.21% |
$23.6K - $27.7K
|
37K
$29.1M
|
|
Apr 18, 2023
Q1 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-76- 11.88% |
$23.6K - $27.7K
|
564
$444K
|
|
May 09, 2023
Q1 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-76- 0.65% |
$23.6K - $27.7K
|
11.7K
$9.17M
|
|
May 03, 2023
Q1 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-77- 1.89% |
$23.9K - $28.1K
|
4K
$3.15M
|
|
Apr 25, 2023
Q1 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-79- 1.63% |
$24.5K - $28.8K
|
4.76K
$3.74M
|
|
May 15, 2023
Q1 2023
|
Lee Financial CO
Dallas, TX |
SELL
|
- |
-79- 7.38% |
$24.5K - $28.8K
|
991
$780K
|
|
Apr 06, 2023
Q1 2023
|
Btc Capital Management, Inc.
|
SELL
|
- |
-80- 4.16% |
$24.9K - $29.2K
|
1.84K
$1.45M
|
|
Apr 24, 2023
Q1 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-80- 1.66% |
$24.9K - $29.2K
|
4.74K
$3.73M
|
|
May 12, 2023
Q1 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-81- 7.44% |
$25.2K - $29.6K
|
1.01K
$792K
|
|
May 11, 2023
Q1 2023
|
Bank Ozk
|
SELL
|
- |
-82- 0.61% |
$25.5K - $29.9K
|
13.3K
$10.5M
|
|
May 15, 2023
Q1 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-83- 0.54% |
$25.8K - $30.3K
|
15.4K
$12.1M
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-84- 0.73% |
$26.1K - $30.6K
|
11.4K
$9M
|
|
May 10, 2023
Q1 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-89- 1.27% |
$27.6K - $32.5K
|
6.91K
$5.44M
|
|
May 15, 2023
Q1 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-89- 13.09% |
$27.6K - $32.5K
|
591
$465K
|