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 |
|---|---|---|---|---|---|---|---|
|
May 25, 2023
Q1 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-621- 2.75% |
$193K - $227K
|
22K
$17.8M
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-622- 4.74% |
$193K - $227K
|
12.5K
$10.1M
|
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-628- 7.71% |
$195K - $229K
|
7.52K
$6.1M
|
|
|
May 03, 2023
Q1 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-629- 1.51% |
$195K - $229K
|
41.1K
$33.4M
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-631- 10.99% |
$196K - $230K
|
5.11K
$4.14M
|
|
|
May 15, 2023
Q1 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-633- 22.08% |
$197K - $231K
|
2.23K
$1.81M
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-637- 4.27% |
$198K - $232K
|
14.3K
$11.6M
|
|
|
Apr 06, 2023
Q1 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-640- 24.06% |
$199K - $233K
|
2.02K
$1.64M
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-640- 18.86% |
$199K - $233K
|
2.75K
$2.23M
|
|
|
Apr 17, 2023
Q1 2023
|
First Financial Corp
|
SELL
|
- |
-646- 9.86% |
$201K - $236K
|
5.91K
$4.79M
|
|
|
May 15, 2023
Q1 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-647- 4.22% |
$201K - $236K
|
14.7K
$11.9M
|
|
|
Apr 19, 2023
Q1 2023
|
Windsor Group LTD
|
SELL
|
- |
-648- 1.05% |
$201K - $236K
|
61.1K
$49.5M
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-649- 7.13% |
$202K - $237K
|
8.45K
$6.85M
|
|
|
May 15, 2023
Q1 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-650- 15.7% |
$202K - $237K
|
3.49K
$2.83M
|
|
|
Apr 12, 2023
Q1 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-652- 14.05% |
$203K - $238K
|
3.99K
$3.23M
|
|
|
Apr 21, 2023
Q1 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-657- 22.94% |
$204K - $240K
|
2.21K
$1.79M
|
|
|
May 12, 2023
Q1 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-658- 0.61% |
$204K - $240K
|
107K
$86.5M
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-660- 1.32% |
$205K - $241K
|
49.4K
$40.1M
|
|
|
May 08, 2023
Q1 2023
|
Brooktree Capital Management
|
SELL
|
- |
-661- 7.42% |
$205K - $241K
|
8.25K
$6.69M
|
|
|
May 11, 2023
Q1 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-669- 24.35% |
$208K - $244K
|
2.08K
$1.69M
|
|
|
May 12, 2023
Q1 2023
|
Independent Advisor Alliance
|
SELL
|
- |
-679- 2.34% |
$211K - $248K
|
28.4K
$23M
|
|
|
May 04, 2023
Q1 2023
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-696- 52.21% |
$216K - $254K
|
637
$517K
|
|
|
Apr 17, 2023
Q1 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-706- 29.1% |
$219K - $258K
|
1.72K
$1.4M
|
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-710- 6.29% |
$221K - $259K
|
10.6K
$8.58M
|
|
|
May 09, 2023
Q1 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-718- 35.09% |
$223K - $262K
|
1.33K
$1.08M
|
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-719- 26.84% |
$223K - $262K
|
1.96K
$1.59M
|
|
|
Apr 10, 2023
Q1 2023
|
Clarus Wealth Advisors
|
SELL
|
- |
-722- 54.29% |
$224K - $263K
|
608
$493K
|
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-722- 18.47% |
$224K - $263K
|
3.19K
$2.58M
|
|
|
May 15, 2023
Q1 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-723- 11.18% |
$225K - $264K
|
5.74K
$4.66M
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
SELL
|
- |
-724- 0.3% |
$225K - $264K
|
243K
$197M
|
|
|
May 15, 2023
Q1 2023
|
Sciencast Management LP
|
SELL
|
- |
-728- 47.09% |
$226K - $266K
|
818
$663K
|
|
|
May 15, 2023
Q1 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-733- 1.28% |
$228K - $267K
|
56.4K
$45.8M
|
|
|
May 11, 2023
Q1 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-738- 20.52% |
$229K - $269K
|
2.86K
$2.32M
|
|
|
May 01, 2023
Q1 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-744- 6.68% |
$231K - $271K
|
10.4K
$8.42M
|
|
|
May 05, 2023
Q1 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-750- 29.43% |
$233K - $274K
|
1.8K
$1.46M
|
|
|
Apr 18, 2023
Q1 2023
|
First Hawaiian Bank
|
SELL
|
- |
-755- 7.72% |
$235K - $275K
|
9.02K
$7.32M
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-762- 27.76% |
$237K - $278K
|
1.98K
$1.61M
|
|
|
Apr 19, 2023
Q1 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-763- 41.51% |
$237K - $278K
|
1.08K
$872K
|
|
|
Apr 27, 2023
Q1 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-763- 9.0% |
$237K - $278K
|
7.72K
$6.26M
|
|
|
Apr 20, 2023
Q1 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-766- 2.05% |
$238K - $279K
|
36.6K
$29.7M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-783- 39.71% |
$243K - $286K
|
1.19K
$964K
|
|
|
May 03, 2023
Q1 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-786- 15.17% |
$244K - $287K
|
4.4K
$3.57M
|
|
|
May 05, 2023
Q1 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-787- 11.91% |
$244K - $287K
|
5.82K
$4.72M
|
|
|
May 12, 2023
Q1 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-789- 1.33% |
$245K - $288K
|
58.5K
$47.4M
|
|
|
May 15, 2023
Q1 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-797- 24.08% |
$248K - $291K
|
2.51K
$2.04M
|
|
|
May 11, 2023
Q1 2023
|
Natixis Advisors, L.P.
Boston, MA |
SELL
|
- |
-803- 0.16% |
$249K - $293K
|
494K
$400M
|
|
|
May 09, 2023
Q1 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-805- 20.02% |
$250K - $294K
|
3.22K
$2.61M
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-808- 47.31% |
$251K - $295K
|
900
$730K
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
SELL
|
- |
-811- 6.86% |
$252K - $296K
|
11K
$8.94M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-814- 23.28% |
$253K - $297K
|
2.68K
$2.18M
|