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 15, 2023
Q1 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-237- 11.67% |
$73.6K - $86.5K
|
1.79K
$1.45M
|
|
|
May 03, 2023
Q1 2023
|
Compass Financial Advisors LLC
|
SELL
|
- |
-238- 11.14% |
$73.9K - $86.8K
|
1.9K
$1.54M
|
|
|
May 10, 2023
Q1 2023
|
Alpha Family Trust
Los Angeles, CA |
SELL
|
- |
-240- 13.56% |
$74.6K - $87.6K
|
1.53K
$1.24M
|
|
|
Apr 26, 2023
Q1 2023
|
Cva Family Office, LLC
|
SELL
|
- |
-241- 9.37% |
$74.9K - $87.9K
|
2.33K
$1.89M
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-241- 10.91% |
$74.9K - $87.9K
|
1.97K
$1.6M
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-247- 4.77% |
$76.7K - $90.1K
|
4.93K
$4M
|
|
|
May 10, 2023
Q1 2023
|
Clearstead Trust, LLC
Portland, ME |
SELL
|
- |
-248- 6.6% |
$77K - $90.5K
|
3.51K
$2.84M
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-248- 7.02% |
$77K - $90.5K
|
3.29K
$2.67M
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-250- 21.01% |
$77.7K - $91.2K
|
940
$762K
|
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-255- 1.54% |
$79.2K - $93K
|
16.3K
$13.2M
|
|
|
Apr 19, 2023
Q1 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-255- 7.17% |
$79.2K - $93K
|
3.3K
$2.68M
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-259- 0.21% |
$80.5K - $94.5K
|
121K
$98M
|
|
|
May 08, 2023
Q1 2023
|
Parthenon LLC
|
SELL
|
- |
-259- 4.37% |
$80.5K - $94.5K
|
5.67K
$4.6M
|
|
|
Apr 24, 2023
Q1 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-261- 6.15% |
$81.1K - $95.2K
|
3.98K
$3.23M
|
|
|
May 12, 2023
Q1 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-261- 9.79% |
$81.1K - $95.2K
|
2.4K
$1.95M
|
|
|
May 15, 2023
Q1 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-261- 2.87% |
$81.1K - $95.2K
|
8.83K
$7.16M
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-264- 5.74% |
$82K - $96.3K
|
4.33K
$3.51M
|
|
|
May 10, 2023
Q1 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-264- 17.59% |
$82K - $96.3K
|
1.24K
$1M
|
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-264- 7.37% |
$82K - $96.3K
|
3.32K
$2.69M
|
|
|
Apr 26, 2023
Q1 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-269- 20.2% |
$83.6K - $98.1K
|
1.06K
$862K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-269- 23.66% |
$83.6K - $98.1K
|
868
$704K
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-272- 4.93% |
$84.5K - $99.2K
|
5.24K
$4.25M
|
|
|
Apr 19, 2023
Q1 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-275- 4.94% |
$85.4K - $100K
|
5.3K
$4.3M
|
|
|
May 15, 2023
Q1 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-276- 1.89% |
$85.7K - $101K
|
14.3K
$11.6M
|
|
|
May 15, 2023
Q1 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-279- 1.52% |
$86.7K - $102K
|
18K
$14.6M
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-282- 6.69% |
$87.6K - $103K
|
3.93K
$3.19M
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-283- 17.62% |
$87.9K - $103K
|
1.32K
$1.07M
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-288- 4.36% |
$89.5K - $105K
|
6.31K
$5.12M
|
|
|
Apr 26, 2023
Q1 2023
|
Investment Management Of Virginia LLC
|
SELL
|
- |
-290- 3.41% |
$90.1K - $106K
|
8.21K
$6.66M
|
|
|
May 09, 2023
Q1 2023
|
Motco
|
SELL
|
- |
-290- 10.17% |
$90.1K - $106K
|
2.56K
$2.08M
|
|
|
May 15, 2023
Q1 2023
|
Bellevue Group Ag
Kuesnacht, V8 |
SELL
|
- |
-291- 2.63% |
$90.4K - $106K
|
10.8K
$8.73M
|
|
|
May 10, 2023
Q1 2023
|
Somerville Kurt F
|
SELL
|
- |
-295- 5.39% |
$91.6K - $108K
|
5.18K
$4.2M
|
|
|
Apr 06, 2023
Q1 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-296- 1.04% |
$91.9K - $108K
|
28.2K
$22.9M
|
|
|
May 10, 2023
Q1 2023
|
Guggenheim Capital LLC
Chicago, IL |
SELL
|
- |
-297- 0.32% |
$92.3K - $108K
|
93.3K
$75.7M
|
|
|
May 12, 2023
Q1 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-297- 16.31% |
$92.3K - $108K
|
1.52K
$1.24M
|
|
|
May 09, 2023
Q1 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-298- 1.6% |
$92.6K - $109K
|
18.3K
$14.8M
|
|
|
May 01, 2023
Q1 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-299- 8.9% |
$92.9K - $109K
|
3.06K
$2.48M
|
|
|
Apr 19, 2023
Q1 2023
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-300- 6.29% |
$93.2K - $109K
|
4.47K
$3.63M
|
|
|
May 08, 2023
Q1 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-300- 2.15% |
$93.2K - $109K
|
13.7K
$11.1M
|
|
|
May 08, 2023
Q1 2023
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-300- 26.71% |
$93.2K - $109K
|
823
$668K
|
|
|
May 12, 2023
Q1 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-303- 11.86% |
$94.1K - $111K
|
2.25K
$1.83M
|
|
|
May 03, 2023
Q1 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-304- 10.05% |
$94.4K - $111K
|
2.72K
$2.21M
|
|
|
Apr 13, 2023
Q1 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-307- 8.08% |
$95.4K - $112K
|
3.49K
$2.83M
|
|
|
Apr 26, 2023
Q1 2023
|
Sunflower Bank, N.A.
Denver, CO |
SELL
|
- |
-310- 16.77% |
$96.3K - $113K
|
1.54K
$1.25M
|
|
|
Apr 25, 2023
Q1 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-313- 21.02% |
$97.2K - $114K
|
1.18K
$954K
|
|
|
May 11, 2023
Q1 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-313- 52.61% |
$97.2K - $114K
|
282
$229K
|
|
|
May 11, 2023
Q1 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-318- 7.94% |
$98.8K - $116K
|
3.69K
$2.99M
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-319- 44.0% |
$99.1K - $116K
|
406
$329K
|
|
|
May 12, 2023
Q1 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-320- 13.44% |
$99.4K - $117K
|
2.06K
$1.67M
|
|
|
May 12, 2023
Q1 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-322- 1.04% |
$100K - $117K
|
30.5K
$24.8M
|