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 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-226- 8.42% |
$70.2K - $82.4K
|
2.46K
$1.94M
|
|
|
Apr 21, 2023
Q1 2023
|
Monument Capital Management
|
SELL
|
- |
-228- 8.02% |
$70.8K - $83.2K
|
2.61K
$2.06M
|
|
|
Apr 24, 2023
Q1 2023
|
Rothschild Investment Corp
|
SELL
|
- |
-229- 2.68% |
$71.1K - $83.5K
|
8.31K
$6.54M
|
|
|
Apr 19, 2023
Q1 2023
|
Eastern Bank
|
SELL
|
- |
-230- 1.91% |
$71.4K - $83.9K
|
11.8K
$9.29M
|
|
|
Apr 14, 2023
Q1 2023
|
Oak Ridge Investments LLC
|
SELL
|
- |
-231- 0.44% |
$71.8K - $84.3K
|
52.1K
$41M
|
|
|
Apr 26, 2023
Q1 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-233- 2.87% |
$72.4K - $85K
|
7.9K
$6.22M
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-234- 7.41% |
$72.7K - $85.4K
|
2.93K
$2.3M
|
|
|
May 11, 2023
Q1 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-236- 2.82% |
$73.3K - $86.1K
|
8.13K
$6.4M
|
|
|
May 15, 2023
Q1 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-237- 11.67% |
$73.6K - $86.5K
|
1.79K
$1.41M
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-238- 11.14% |
$73.9K - $86.8K
|
1.9K
$1.49M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-240- 13.56% |
$74.6K - $87.6K
|
1.53K
$1.2M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-241- 9.37% |
$74.9K - $87.9K
|
2.33K
$1.83M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-241- 10.91% |
$74.9K - $87.9K
|
1.97K
$1.55M
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-247- 4.77% |
$76.7K - $90.1K
|
4.93K
$3.88M
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-248- 6.6% |
$77K - $90.5K
|
3.51K
$2.76M
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-248- 7.02% |
$77K - $90.5K
|
3.29K
$2.59M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-250- 21.01% |
$77.7K - $91.2K
|
940
$740K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-255- 1.54% |
$79.2K - $93K
|
16.3K
$12.8M
|
|
|
Apr 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-255- 7.17% |
$79.2K - $93K
|
3.3K
$2.6M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-259- 0.21% |
$80.5K - $94.5K
|
121K
$95.1M
|
|
|
May 08, 2023
Q1 2023
|
Parthenon LLC
|
SELL
|
- |
-259- 4.37% |
$80.5K - $94.5K
|
5.67K
$4.46M
|
|
|
Apr 24, 2023
Q1 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-261- 6.15% |
$81.1K - $95.2K
|
3.98K
$3.13M
|
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-261- 9.79% |
$81.1K - $95.2K
|
2.4K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-261- 2.87% |
$81.1K - $95.2K
|
8.83K
$6.94M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-264- 5.74% |
$82K - $96.3K
|
4.33K
$3.41M
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-264- 17.59% |
$82K - $96.3K
|
1.24K
$973K
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-264- 7.37% |
$82K - $96.3K
|
3.32K
$2.61M
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-269- 20.2% |
$83.6K - $98.1K
|
1.06K
$836K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-269- 23.66% |
$83.6K - $98.1K
|
868
$683K
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-272- 4.93% |
$84.5K - $99.2K
|
5.24K
$4.13M
|
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-275- 4.94% |
$85.4K - $100K
|
5.3K
$4.17M
|
|
|
May 15, 2023
Q1 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-276- 1.89% |
$85.7K - $101K
|
14.3K
$11.3M
|
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-279- 1.52% |
$86.7K - $102K
|
18K
$14.2M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-282- 6.69% |
$87.6K - $103K
|
3.93K
$3.09M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-283- 17.62% |
$87.9K - $103K
|
1.32K
$1.04M
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-288- 4.36% |
$89.5K - $105K
|
6.31K
$4.97M
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-290- 3.41% |
$90.1K - $106K
|
8.21K
$6.46M
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-290- 10.17% |
$90.1K - $106K
|
2.56K
$2.02M
|
|
|
May 15, 2023
Q1 2023
|
Bellevue Group Ag
Kuesnacht, V8 |
SELL
|
- |
-291- 2.63% |
$90.4K - $106K
|
10.8K
$8.47M
|
|
|
May 10, 2023
Q1 2023
|
Somerville Kurt F
|
SELL
|
- |
-295- 5.39% |
$91.6K - $108K
|
5.18K
$4.08M
|
|
|
Apr 06, 2023
Q1 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-296- 1.04% |
$91.9K - $108K
|
28.2K
$22.2M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-297- 0.32% |
$92.3K - $108K
|
93.3K
$73.4M
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-297- 16.31% |
$92.3K - $108K
|
1.52K
$1.2M
|
|
|
May 09, 2023
Q1 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-298- 1.6% |
$92.6K - $109K
|
18.3K
$14.4M
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-299- 8.9% |
$92.9K - $109K
|
3.06K
$2.41M
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-300- 6.29% |
$93.2K - $109K
|
4.47K
$3.52M
|
|
|
May 08, 2023
Q1 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-300- 2.15% |
$93.2K - $109K
|
13.7K
$10.7M
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-300- 26.71% |
$93.2K - $109K
|
823
$648K
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-303- 11.86% |
$94.1K - $111K
|
2.25K
$1.77M
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-304- 10.05% |
$94.4K - $111K
|
2.72K
$2.14M
|