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 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-401- 1.96% |
$125K - $146K
|
20.1K
$15.8M
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-403- 7.85% |
$125K - $147K
|
4.73K
$3.72M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-405- 3.77% |
$126K - $148K
|
10.3K
$8.13M
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-411- 3.34% |
$128K - $150K
|
11.9K
$9.37M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-414- 8.87% |
$129K - $151K
|
4.25K
$3.35M
|
|
|
Apr 14, 2023
Q1 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-415- 17.67% |
$129K - $151K
|
1.93K
$1.52M
|
|
|
Apr 17, 2023
Q1 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-415- 6.2% |
$129K - $151K
|
6.28K
$4.94M
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-415- 11.3% |
$129K - $151K
|
3.26K
$2.56M
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-415- 27.36% |
$129K - $151K
|
1.1K
$867K
|
|
|
Apr 20, 2023
Q1 2023
|
Community Bank, N.A.
|
SELL
|
- |
-416- 6.63% |
$129K - $152K
|
5.86K
$4.61M
|
|
|
May 15, 2023
Q1 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-418- 10.64% |
$130K - $152K
|
3.51K
$2.76M
|
|
|
May 01, 2023
Q1 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-419- 4.01% |
$130K - $153K
|
10K
$7.9M
|
|
|
May 10, 2023
Q1 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-419- 5.32% |
$130K - $153K
|
7.45K
$5.86M
|
|
|
May 05, 2023
Q1 2023
|
Renasant Bank
|
SELL
|
- |
-421- 13.66% |
$131K - $154K
|
2.66K
$2.09M
|
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-426- 22.67% |
$132K - $155K
|
1.45K
$1.14M
|
|
|
Apr 24, 2023
Q1 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-429- 3.81% |
$133K - $157K
|
10.8K
$8.52M
|
|
|
Aug 08, 2023
Q1 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-442- 35.65% |
$137K - $161K
|
798
$628K
|
|
|
May 05, 2023
Q1 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-448- 13.39% |
$139K - $163K
|
2.9K
$2.28M
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-450- 13.92% |
$140K - $164K
|
2.78K
$2.19M
|
|
|
May 12, 2023
Q1 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-450- 5.3% |
$140K - $164K
|
8.05K
$6.33M
|
|
|
Apr 10, 2023
Q1 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-453- 6.23% |
$141K - $165K
|
6.82K
$5.37M
|
|
|
Apr 11, 2023
Q1 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-454- 4.49% |
$141K - $166K
|
9.65K
$7.6M
|
|
|
May 15, 2023
Q1 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-454- 3.84% |
$141K - $166K
|
11.4K
$8.94M
|
|
|
Apr 21, 2023
Q1 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-458- 41.64% |
$142K - $167K
|
642
$505K
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-462- 2.06% |
$144K - $169K
|
22K
$17.3M
|
|
|
May 15, 2023
Q1 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-465- 13.11% |
$144K - $170K
|
3.08K
$2.43M
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-466- 1.82% |
$145K - $170K
|
25.2K
$19.8M
|
|
|
Apr 11, 2023
Q1 2023
|
Wedmont Private Capital
|
SELL
|
- |
-482- 5.12% |
$150K - $176K
|
8.94K
$7.03M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-485- 13.74% |
$151K - $177K
|
3.04K
$2.4M
|
|
|
May 03, 2023
Q1 2023
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-488- 41.6% |
$152K - $178K
|
685
$539K
|
|
|
May 09, 2023
Q1 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-489- 3.74% |
$152K - $178K
|
12.6K
$9.89M
|
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-496- 2.94% |
$154K - $181K
|
16.4K
$12.9M
|
|
|
Apr 26, 2023
Q1 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-498- 12.18% |
$155K - $182K
|
3.59K
$2.83M
|
|
|
Apr 05, 2023
Q1 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-500- 7.53% |
$155K - $182K
|
6.14K
$4.83M
|
|
|
Apr 20, 2023
Q1 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-508- 11.08% |
$158K - $185K
|
4.08K
$3.21M
|
|
|
May 12, 2023
Q1 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-508- 7.23% |
$158K - $185K
|
6.52K
$5.13M
|
|
|
May 30, 2023
Q1 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-512- 12.5% |
$159K - $187K
|
3.58K
$2.82M
|
|
|
Apr 19, 2023
Q1 2023
|
Fcf Advisors LLC
|
SELL
|
- |
-518- 8.49% |
$161K - $189K
|
5.58K
$4.39M
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-518- 7.4% |
$161K - $189K
|
6.48K
$5.1M
|
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-520- 0.87% |
$162K - $190K
|
59.4K
$46.7M
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-523- 4.25% |
$162K - $191K
|
11.8K
$9.28M
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-539- 6.47% |
$167K - $197K
|
7.79K
$6.13M
|
|
|
May 15, 2023
Q1 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-540- 43.9% |
$168K - $197K
|
690
$543K
|
|
|
May 05, 2023
Q1 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-549- 12.75% |
$171K - $200K
|
3.76K
$2.96M
|
|
|
May 15, 2023
Q1 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-549- 4.9% |
$171K - $200K
|
10.7K
$8.38M
|
|
|
May 02, 2023
Q1 2023
|
Financial Counselors Inc
|
SELL
|
- |
-552- 1.01% |
$171K - $201K
|
54.2K
$42.7M
|
|
|
Apr 21, 2023
Q1 2023
|
Atlas Brown,Inc.
|
SELL
|
- |
-560- 24.14% |
$174K - $204K
|
1.76K
$1.38M
|
|
|
Apr 25, 2023
Q1 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-562- 14.06% |
$175K - $205K
|
3.43K
$2.7M
|
|
|
May 02, 2023
Q1 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-568- 0.18% |
$176K - $207K
|
322K
$254M
|
|
|
Jun 14, 2024
Q1 2023
|
Quent Capital, LLC
|
SELL
|
- |
-568- 11.49% |
$176K - $207K
|
4.38K
$3.44M
|