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 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-416- 6.63% |
$129K - $152K
|
5.86K
$4.49M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-418- 10.64% |
$130K - $152K
|
3.51K
$2.69M
|
|
|
May 01, 2023
Q1 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-419- 4.01% |
$130K - $153K
|
10K
$7.69M
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-419- 5.32% |
$130K - $153K
|
7.45K
$5.71M
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
SELL
|
- |
-421- 13.66% |
$131K - $154K
|
2.66K
$2.04M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-426- 22.67% |
$132K - $155K
|
1.45K
$1.11M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-429- 3.81% |
$133K - $157K
|
10.8K
$8.3M
|
|
|
Aug 08, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-442- 35.65% |
$137K - $161K
|
798
$612K
|
|
|
May 05, 2023
Q1 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-448- 13.39% |
$139K - $163K
|
2.9K
$2.22M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-450- 13.92% |
$140K - $164K
|
2.78K
$2.13M
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-450- 5.3% |
$140K - $164K
|
8.05K
$6.17M
|
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-453- 6.23% |
$141K - $165K
|
6.82K
$5.23M
|
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-454- 4.49% |
$141K - $166K
|
9.65K
$7.4M
|
|
|
May 15, 2023
Q1 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-454- 3.84% |
$141K - $166K
|
11.4K
$8.71M
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-458- 41.64% |
$142K - $167K
|
642
$492K
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-462- 2.06% |
$144K - $169K
|
22K
$16.9M
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-465- 13.11% |
$144K - $170K
|
3.08K
$2.36M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-466- 1.82% |
$145K - $170K
|
25.2K
$19.3M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-482- 5.12% |
$150K - $176K
|
8.94K
$6.85M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-485- 13.74% |
$151K - $177K
|
3.04K
$2.33M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-488- 41.6% |
$152K - $178K
|
685
$525K
|
|
|
May 09, 2023
Q1 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-489- 3.74% |
$152K - $178K
|
12.6K
$9.64M
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-496- 2.94% |
$154K - $181K
|
16.4K
$12.5M
|
|
|
Apr 26, 2023
Q1 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-498- 12.18% |
$155K - $182K
|
3.59K
$2.75M
|
|
|
Apr 05, 2023
Q1 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-500- 7.53% |
$155K - $182K
|
6.14K
$4.71M
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-508- 11.08% |
$158K - $185K
|
4.08K
$3.13M
|
|
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-508- 7.23% |
$158K - $185K
|
6.52K
$5M
|
|
|
May 30, 2023
Q1 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-512- 12.5% |
$159K - $187K
|
3.58K
$2.75M
|
|
|
Apr 19, 2023
Q1 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-518- 8.49% |
$161K - $189K
|
5.58K
$4.28M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-518- 7.4% |
$161K - $189K
|
6.48K
$4.97M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-520- 0.87% |
$162K - $190K
|
59.4K
$45.5M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-523- 4.25% |
$162K - $191K
|
11.8K
$9.04M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-539- 6.47% |
$167K - $197K
|
7.79K
$5.97M
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-540- 43.9% |
$168K - $197K
|
690
$529K
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-549- 12.75% |
$171K - $200K
|
3.76K
$2.88M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-549- 4.9% |
$171K - $200K
|
10.7K
$8.17M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-552- 1.01% |
$171K - $201K
|
54.2K
$41.6M
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-560- 24.14% |
$174K - $204K
|
1.76K
$1.35M
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-562- 14.06% |
$175K - $205K
|
3.43K
$2.63M
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-568- 0.18% |
$176K - $207K
|
322K
$247M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-568- 11.49% |
$176K - $207K
|
4.38K
$3.35M
|
|
|
Apr 19, 2023
Q1 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-575- 26.93% |
$179K - $210K
|
1.56K
$1.2M
|
|
|
May 15, 2023
Q1 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-577- 16.59% |
$179K - $211K
|
2.9K
$2.22M
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-578- 1.43% |
$180K - $211K
|
39.9K
$30.6M
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-582- 2.09% |
$181K - $212K
|
27.3K
$20.9M
|
|
|
Apr 17, 2023
Q1 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-587- 11.25% |
$182K - $214K
|
4.63K
$3.55M
|
|
|
May 12, 2023
Q1 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-588- 33.15% |
$183K - $215K
|
1.19K
$909K
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-599- 12.43% |
$186K - $219K
|
4.22K
$3.24M
|
|
|
May 05, 2023
Q1 2023
|
Mqs Management LLC
|
SELL
|
- |
-608- 25.75% |
$189K - $222K
|
1.75K
$1.34M
|
|
|
May 01, 2023
Q1 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-616- 27.33% |
$191K - $225K
|
1.64K
$1.26M
|