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 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-325- 19.98% |
$101K - $119K
|
1.3K
$998K
|
|
|
May 09, 2023
Q1 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-325- 25.61% |
$101K - $119K
|
944
$724K
|
|
|
May 10, 2023
Q1 2023
|
Puzo Michael J
|
SELL
|
- |
-325- 12.75% |
$101K - $119K
|
2.23K
$1.71M
|
|
|
Apr 18, 2023
Q1 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-331- 5.62% |
$103K - $121K
|
5.56K
$4.26M
|
|
|
Apr 26, 2023
Q1 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-332- 1.68% |
$103K - $121K
|
19.4K
$14.9M
|
|
|
Apr 25, 2023
Q1 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-333- 9.45% |
$103K - $121K
|
3.19K
$2.44M
|
|
|
Apr 14, 2023
Q1 2023
|
Arden Trust CO
|
SELL
|
- |
-336- 6.66% |
$104K - $123K
|
4.71K
$3.61M
|
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-336- 1.49% |
$104K - $123K
|
22.2K
$17M
|
|
|
May 15, 2023
Q1 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-340- 0.49% |
$106K - $124K
|
68.5K
$52.5M
|
|
|
May 09, 2023
Q1 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-341- 1.74% |
$106K - $124K
|
19.3K
$14.8M
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-341- 1.7% |
$106K - $124K
|
19.7K
$15.1M
|
|
|
Apr 17, 2023
Q1 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-342- 81.62% |
$106K - $125K
|
77
$59K
|
|
|
May 12, 2023
Q1 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-346- 13.69% |
$107K - $126K
|
2.18K
$1.67M
|
|
|
May 12, 2023
Q1 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-350- 27.8% |
$109K - $128K
|
909
$697K
|
|
|
Apr 28, 2023
Q1 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-353- 0.4% |
$110K - $129K
|
87.8K
$67.3M
|
|
|
Apr 14, 2023
Q1 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-355- 2.0% |
$110K - $130K
|
17.4K
$13.3M
|
|
|
May 15, 2023
Q1 2023
|
Unio Capital LLC
|
SELL
|
- |
-355- 1.75% |
$110K - $130K
|
19.9K
$15.3M
|
|
|
May 10, 2023
Q1 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-358- 1.73% |
$111K - $131K
|
20.3K
$15.6M
|
|
|
May 11, 2023
Q1 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-358- 14.14% |
$111K - $131K
|
2.17K
$1.67M
|
|
|
Apr 21, 2023
Q1 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-361- 27.45% |
$112K - $132K
|
954
$731K
|
|
|
Apr 19, 2023
Q1 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-362- 0.78% |
$112K - $132K
|
46K
$35.3M
|
|
|
May 04, 2023
Q1 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
SELL
|
- |
-362- 7.14% |
$112K - $132K
|
4.71K
$3.61M
|
|
|
May 11, 2023
Q1 2023
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-364- 35.72% |
$113K - $133K
|
655
$502K
|
|
|
May 10, 2023
Q1 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-368- 5.84% |
$114K - $134K
|
5.93K
$4.55M
|
|
|
Apr 26, 2023
Q1 2023
|
First National Trust CO
|
SELL
|
- |
-371- 1.4% |
$115K - $135K
|
26.1K
$20M
|
|
|
Aug 29, 2024
Q1 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-372- 2.64% |
$116K - $136K
|
13.7K
$10.5M
|
|
|
Apr 21, 2023
Q1 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-373- 10.87% |
$116K - $136K
|
3.06K
$2.35M
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-380- 19.0% |
$118K - $139K
|
1.62K
$1.24M
|
|
|
May 02, 2023
Q1 2023
|
Cognios Beta Neutral Large Cap Fund, LP
Prairie Village, KS |
SELL
|
- |
-380- 14.5% |
$118K - $139K
|
2.24K
$1.72M
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-385- 1.48% |
$120K - $140K
|
25.6K
$19.6M
|
|
|
Apr 27, 2023
Q1 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-386- 2.18% |
$120K - $141K
|
17.4K
$13.3M
|
|
|
May 15, 2023
Q1 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-389- 11.12% |
$121K - $142K
|
3.11K
$2.38M
|
|
|
May 12, 2023
Q1 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-393- 1.8% |
$122K - $143K
|
21.5K
$16.5M
|
|
|
May 11, 2023
Q1 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-394- 2.93% |
$122K - $144K
|
13.1K
$10M
|
|
|
Apr 27, 2023
Q1 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-395- 7.08% |
$123K - $144K
|
5.18K
$3.97M
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-396- 1.74% |
$123K - $144K
|
22.4K
$17.2M
|
|
|
Apr 28, 2023
Q1 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-397- 4.7% |
$123K - $145K
|
8.04K
$6.16M
|
|
|
May 09, 2023
Q1 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-397- 14.36% |
$123K - $145K
|
2.37K
$1.81M
|
|
|
Apr 12, 2023
Q1 2023
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-399- 1.66% |
$124K - $146K
|
23.6K
$18.1M
|
|
|
May 11, 2023
Q1 2023
|
Nbw Capital LLC
|
SELL
|
- |
-400- 28.74% |
$124K - $146K
|
992
$760K
|
|
|
Jul 20, 2023
Q1 2023
|
E&G Advisors, LP
|
SELL
|
- |
-400- 12.78% |
$124K - $146K
|
2.73K
$2.09M
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-401- 1.96% |
$125K - $146K
|
20.1K
$15.4M
|
|
|
May 05, 2023
Q1 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-403- 7.85% |
$125K - $147K
|
4.73K
$3.63M
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-405- 3.77% |
$126K - $148K
|
10.3K
$7.92M
|
|
|
May 08, 2023
Q1 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-411- 3.34% |
$128K - $150K
|
11.9K
$9.13M
|
|
|
May 11, 2023
Q1 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-414- 8.87% |
$129K - $151K
|
4.25K
$3.26M
|
|
|
Apr 14, 2023
Q1 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-415- 17.67% |
$129K - $151K
|
1.93K
$1.48M
|
|
|
Apr 17, 2023
Q1 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-415- 6.2% |
$129K - $151K
|
6.28K
$4.82M
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-415- 11.3% |
$129K - $151K
|
3.26K
$2.5M
|
|
|
May 08, 2023
Q1 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-415- 27.36% |
$129K - $151K
|
1.1K
$845K
|