Purchases and Sales Made in Q2 2023 in Eli Lilly & CO (LLY)
This table provides information about the institutional ownership of Eli Lilly & CO (LLY) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.15K+ 7.49% |
$404K - $540K
|
16.5K
$13.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Park Capital LLC
|
BUY
|
- |
1.12K+ 57.44% |
$391K - $523K
|
3.06K
$2.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
1.11K+ 13.39% |
$388K - $519K
|
9.38K
$7.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Arrow Financial Corp
|
BUY
|
- |
1.1K+ 49.29% |
$387K - $518K
|
3.34K
$2.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
1.1K+ 24.04% |
$386K - $516K
|
5.68K
$4.69M
|
|
|
Aug 08, 2023
Q2 2023
|
Gyroscope Capital Management Group, LLC
|
BUY
|
- |
1.1K+ 68.75% |
$386K - $516K
|
2.7K
$2.23M
|
|
|
Aug 14, 2023
Q2 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
BUY
|
- |
1.09K+ 61.87% |
$383K - $512K
|
2.86K
$2.36M
|
|
|
Aug 08, 2023
Q2 2023
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
1.09KNew |
$383K - $512K
|
1.09K
$901K
|
|
|
Aug 11, 2023
Q2 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.09KNew |
$381K - $509K
|
1.09K
$897K
|
|
|
Jul 07, 2023
Q2 2023
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.06K+ 15.79% |
$372K - $498K
|
7.79K
$6.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
BUY
|
- |
1.06KNew |
$370K - $495K
|
1.06K
$872K
|
|
|
Aug 08, 2023
Q2 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
BUY
|
- |
1.03K+ 7.2% |
$362K - $484K
|
15.4K
$12.7M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
1.02K+ 48.09% |
$358K - $479K
|
3.15K
$2.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Alphadyne Asset Management LP
New York, NY |
BUY
|
- |
1.02KNew |
$358K - $478K
|
1.02K
$842K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.02K+ 124.45% |
$357K - $477K
|
1.84K
$1.52M
|
|
|
Jul 25, 2023
Q2 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.01KNew |
$355K - $475K
|
1.01K
$837K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
1.01KNew |
$354K - $474K
|
1.01K
$834K
|
|
|
Aug 10, 2023
Q2 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
1.01K+ 14.47% |
$352K - $471K
|
7.95K
$6.57M
|
|
|
Mar 29, 2024
Q2 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
1KNew |
$351K - $469K
|
1K
$827K
|
|
|
Aug 14, 2023
Q2 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
997+ 1.56% |
$350K - $468K
|
64.8K
$53.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
993+ 1.59% |
$348K - $466K
|
63.3K
$52.3M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
BUY
|
- |
981+ 2.7% |
$344K - $460K
|
37.3K
$30.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
BUY
|
- |
981+ 40.07% |
$344K - $460K
|
3.43K
$2.83M
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
971+ 5.03% |
$341K - $455K
|
20.3K
$16.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
970New |
$340K - $455K
|
970
$801K
|
|
|
Aug 08, 2023
Q2 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
969New |
$340K - $454K
|
969
$800K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
967+ 31.77% |
$339K - $454K
|
4.01K
$3.31M
|
|
|
Aug 15, 2023
Q2 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
962+ 27.4% |
$337K - $451K
|
4.47K
$3.69M
|
|
|
Aug 02, 2023
Q2 2023
|
Jacobsen Capital Management
|
BUY
|
- |
950New |
$333K - $446K
|
950
$785K
|
|
|
Aug 10, 2023
Q2 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
941+ 3.08% |
$330K - $441K
|
31.5K
$26M
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
940+ 22.23% |
$330K - $441K
|
5.17K
$4.27M
|
|
|
Aug 07, 2023
Q2 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
BUY
|
- |
934+ 8.49% |
$328K - $438K
|
11.9K
$9.86M
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
929+ 400.43% |
$326K - $436K
|
1.16K
$959K
|
|
|
Aug 07, 2023
Q2 2023
|
Citizens Business Bank
Ontario, CA |
BUY
|
- |
927+ 119.77% |
$325K - $435K
|
1.7K
$1.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
925+ 52.56% |
$324K - $434K
|
2.69K
$2.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
923+ 12.07% |
$324K - $433K
|
8.57K
$7.08M
|
|
|
Aug 14, 2023
Q2 2023
|
Ethic Inc.
New York, NY |
BUY
|
- |
921+ 1.69% |
$323K - $432K
|
55.5K
$45.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
916+ 80.99% |
$321K - $430K
|
2.05K
$1.69M
|
|
|
Aug 02, 2023
Q2 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
916+ 17.9% |
$321K - $430K
|
6.03K
$4.98M
|
|
|
Jul 14, 2023
Q2 2023
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
912New |
$320K - $428K
|
912
$753K
|
|
|
Aug 01, 2023
Q2 2023
|
Mechanics Financial Corp
|
BUY
|
- |
912+ 70.15% |
$320K - $428K
|
2.21K
$1.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
906New |
$318K - $425K
|
906
$748K
|
|
|
Jul 26, 2023
Q2 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
897New |
$315K - $421K
|
897
$741K
|
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
897New |
$315K - $421K
|
897
$741K
|
|
|
Jul 17, 2023
Q2 2023
|
Atwater Malick LLC
|
BUY
|
- |
892New |
$313K - $418K
|
892
$737K
|
|
|
Aug 08, 2023
Q2 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
891+ 5.23% |
$313K - $418K
|
17.9K
$14.8M
|
|
|
Jul 19, 2023
Q2 2023
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
887New |
$311K - $416K
|
887
$733K
|
|
|
Aug 14, 2023
Q2 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
887+ 4.1% |
$311K - $416K
|
22.5K
$18.6M
|
|
|
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
885+ 25.56% |
$310K - $415K
|
4.35K
$3.59M
|
|
|
Jul 18, 2023
Q2 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
876New |
$307K - $411K
|
876
$723K
|