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 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-90- 3.3% |
$28K - $32.8K
|
2.64K
$2.02M
|
|
|
May 24, 2024
Q1 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-90- 3.08% |
$28K - $32.8K
|
2.83K
$2.17M
|
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-91- 4.23% |
$28.3K - $33.2K
|
2.06K
$1.58M
|
|
|
Apr 27, 2023
Q1 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-92- 0.63% |
$28.6K - $33.6K
|
14.5K
$11.1M
|
|
|
May 21, 2024
Q1 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-92- 0.63% |
$28.6K - $33.6K
|
14.5K
$11.1M
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-93- 1.24% |
$28.9K - $33.9K
|
7.39K
$5.66M
|
|
|
May 08, 2023
Q1 2023
|
Cannell & Co.
New York, NY |
SELL
|
- |
-95- 4.75% |
$29.5K - $34.7K
|
1.91K
$1.46M
|
|
|
May 08, 2023
Q1 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-95- 1.9% |
$29.5K - $34.7K
|
4.92K
$3.77M
|
|
|
May 15, 2023
Q1 2023
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-95- 4.09% |
$29.5K - $34.7K
|
2.23K
$1.71M
|
|
|
May 15, 2023
Q1 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-97- 2.89% |
$30.1K - $35.4K
|
3.26K
$2.5M
|
|
|
May 15, 2023
Q1 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-97- 21.8% |
$30.1K - $35.4K
|
348
$267K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-98- 0.9% |
$30.4K - $35.8K
|
10.8K
$8.31M
|
|
|
Apr 18, 2023
Q1 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-100- 7.27% |
$31.1K - $36.5K
|
1.28K
$977K
|
|
|
Apr 19, 2023
Q1 2023
|
Heron Financial Group, LLC
|
SELL
|
- |
-100- 5.28% |
$31.1K - $36.5K
|
1.79K
$1.38M
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-100- 3.43% |
$31.1K - $36.5K
|
2.82K
$2.16M
|
|
|
Apr 21, 2023
Q1 2023
|
Pegasus Asset Management, Inc.
|
SELL
|
- |
-100- 3.45% |
$31.1K - $36.5K
|
2.8K
$2.15M
|
|
|
Apr 25, 2023
Q1 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-100- 8.77% |
$31.1K - $36.5K
|
1.04K
$797K
|
|
|
May 03, 2023
Q1 2023
|
Gyroscope Capital Management Group, LLC
|
SELL
|
- |
-100- 5.88% |
$31.1K - $36.5K
|
1.6K
$1.23M
|
|
|
May 08, 2023
Q1 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-100- 6.06% |
$31.1K - $36.5K
|
1.55K
$1.19M
|
|
|
May 15, 2023
Q1 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-100- 2.27% |
$31.1K - $36.5K
|
4.3K
$3.3M
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-101- 0.63% |
$31.4K - $36.8K
|
16K
$12.3M
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-103- 1.72% |
$32K - $37.6K
|
5.9K
$4.52M
|
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-107- 2.12% |
$33.2K - $39K
|
4.94K
$3.79M
|
|
|
May 02, 2023
Q1 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-108- 2.83% |
$33.5K - $39.4K
|
3.71K
$2.84M
|
|
|
May 01, 2023
Q1 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-110- 1.81% |
$34.2K - $40.1K
|
5.98K
$4.59M
|
|
|
May 04, 2023
Q1 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-110- 3.56% |
$34.2K - $40.1K
|
2.98K
$2.29M
|
|
|
May 10, 2023
Q1 2023
|
Human Investing LLC
|
SELL
|
- |
-110- 3.14% |
$34.2K - $40.1K
|
3.39K
$2.6M
|
|
|
Apr 07, 2023
Q1 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-111- 12.94% |
$34.5K - $40.5K
|
747
$573K
|
|
|
Apr 12, 2023
Q1 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-112- 48.48% |
$34.8K - $40.9K
|
119
$91.2K
|
|
|
Apr 20, 2023
Q1 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-112- 13.63% |
$34.8K - $40.9K
|
710
$544K
|
|
|
May 09, 2023
Q1 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-115- 1.33% |
$35.7K - $42K
|
8.53K
$6.54M
|
|
|
Aug 28, 2024
Q1 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-115- 3.48% |
$35.7K - $42K
|
3.19K
$2.44M
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
SELL
|
- |
-116- 72.96% |
$36K - $42.3K
|
43
$33K
|
|
|
Apr 06, 2023
Q1 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-117- 3.26% |
$36.3K - $42.7K
|
3.47K
$2.66M
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-117- 4.3% |
$36.3K - $42.7K
|
2.6K
$1.99M
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-120- 3.07% |
$37.3K - $43.8K
|
3.79K
$2.91M
|
|
|
May 10, 2023
Q1 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-120- 1.69% |
$37.3K - $43.8K
|
6.97K
$5.34M
|
|
|
May 15, 2023
Q1 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-120- 14.07% |
$37.3K - $43.8K
|
733
$562K
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-121- 4.45% |
$37.6K - $44.1K
|
2.6K
$1.99M
|
|
|
Apr 10, 2023
Q1 2023
|
Hummer Financial Advisory Services Inc
|
SELL
|
- |
-122- 8.83% |
$37.9K - $44.5K
|
1.26K
$965K
|
|
|
Apr 17, 2023
Q1 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-122- 0.77% |
$37.9K - $44.5K
|
15.7K
$12.1M
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-123- 3.09% |
$38.2K - $44.9K
|
3.86K
$2.96M
|
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-124- 21.87% |
$38.5K - $45.2K
|
443
$340K
|
|
|
Apr 17, 2023
Q1 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-125- 0.93% |
$38.8K - $45.6K
|
13.3K
$10.2M
|
|
|
Apr 21, 2023
Q1 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-125- 3.99% |
$38.8K - $45.6K
|
3.01K
$2.31M
|
|
|
Apr 26, 2023
Q1 2023
|
Sabal Trust CO
|
SELL
|
- |
-125- 2.31% |
$38.8K - $45.6K
|
5.29K
$4.05M
|
|
|
May 01, 2023
Q1 2023
|
United Bank
Vienna, VA |
SELL
|
- |
-125- 3.49% |
$38.8K - $45.6K
|
3.46K
$2.65M
|
|
|
May 04, 2023
Q1 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-125- 2.26% |
$38.8K - $45.6K
|
5.41K
$4.15M
|
|
|
Apr 13, 2023
Q1 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-127- 2.03% |
$39.5K - $46.3K
|
6.14K
$4.71M
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-128- 35.56% |
$39.8K - $46.7K
|
232
$178K
|