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 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
BUY
|
- |
871+ 75.61% |
$305K - $408K
|
2.02K
$1.61M
|
|
Jul 21, 2023
Q2 2023
|
Rmr Wealth Builders
|
BUY
|
- |
867+ 73.91% |
$304K - $407K
|
2.04K
$1.62M
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
864New |
$303K - $405K
|
864
$687K
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
860+ 26.92% |
$302K - $403K
|
4.06K
$3.23M
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
859+ 2.48% |
$301K - $403K
|
35.5K
$28.3M
|
|
Aug 10, 2023
Q2 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
856+ 124.06% |
$300K - $401K
|
1.55K
$1.23M
|
|
Aug 11, 2023
Q2 2023
|
British Columbia Investment Management Corp
Victoria, A1 |
BUY
|
- |
847+ 1.17% |
$297K - $397K
|
73.1K
$58.1M
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
843+ 12.25% |
$296K - $395K
|
7.72K
$6.14M
|
|
Aug 07, 2023
Q2 2023
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
837+ 0.51% |
$294K - $393K
|
165K
$131M
|
|
Jul 21, 2023
Q2 2023
|
Graypoint LLC
|
BUY
|
- |
834+ 16.91% |
$293K - $391K
|
5.77K
$4.59M
|
|
Aug 01, 2023
Q2 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
824New |
$289K - $386K
|
824
$656K
|
|
Aug 14, 2023
Q2 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
818New |
$287K - $384K
|
818
$651K
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
817+ 43.9% |
$287K - $383K
|
2.68K
$2.13M
|
|
Jul 31, 2023
Q2 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
815New |
$286K - $382K
|
815
$648K
|
|
Aug 14, 2023
Q2 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
810+ 27.83% |
$284K - $380K
|
3.72K
$2.96M
|
|
Aug 23, 2023
Q2 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
810New |
$284K - $380K
|
810
$644K
|
|
Aug 07, 2023
Q2 2023
|
Handelsinvest Investeringsforvaltning
|
BUY
|
- |
809+ 11.73% |
$284K - $379K
|
7.7K
$6.13M
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
805+ 15.66% |
$282K - $378K
|
5.95K
$4.73M
|
|
Aug 14, 2023
Q2 2023
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
805New |
$282K - $378K
|
805
$641K
|
|
Jul 11, 2023
Q2 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
800New |
$281K - $375K
|
800
$637K
|
|
Aug 07, 2023
Q2 2023
|
Cfo4 Life Group, LLC
|
BUY
|
- |
798New |
$280K - $374K
|
798
$635K
|
|
Aug 03, 2023
Q2 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
797+ 13.63% |
$280K - $374K
|
6.65K
$5.29M
|
|
Aug 10, 2023
Q2 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
793+ 2.06% |
$278K - $372K
|
39.2K
$31.2M
|
|
Jul 25, 2023
Q2 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
789New |
$277K - $370K
|
789
$628K
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
783New |
$275K - $367K
|
783
$623K
|
|
Aug 09, 2023
Q2 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
783+ 3.28% |
$275K - $367K
|
24.7K
$19.6M
|
|
Aug 14, 2023
Q2 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
782+ 21.9% |
$274K - $367K
|
4.35K
$3.46M
|
|
Aug 15, 2023
Q2 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
780+ 52.38% |
$274K - $366K
|
2.27K
$1.81M
|
|
Aug 11, 2023
Q2 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
BUY
|
- |
779New |
$273K - $365K
|
779
$620K
|
|
Aug 14, 2023
Q2 2023
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
778+ 44.28% |
$273K - $365K
|
2.54K
$2.02M
|
|
Aug 14, 2023
Q2 2023
|
Petix & Botte CO
|
BUY
|
- |
776New |
$272K - $364K
|
776
$617K
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
776+ 7.76% |
$272K - $364K
|
10.8K
$8.58M
|
|
Jul 11, 2023
Q2 2023
|
Thrive Wealth Management, LLC
|
BUY
|
- |
775+ 103.75% |
$272K - $363K
|
1.52K
$1.21M
|
|
Jul 11, 2023
Q2 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
773+ 17.17% |
$271K - $363K
|
5.28K
$4.2M
|
|
Jul 13, 2023
Q2 2023
|
Veriti Management LLC
|
BUY
|
- |
771+ 6.35% |
$270K - $362K
|
12.9K
$10.3M
|
|
Aug 03, 2023
Q2 2023
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
766New |
$269K - $359K
|
766
$609K
|
|
Jul 31, 2023
Q2 2023
|
Campbell Wealth Management
|
BUY
|
- |
760New |
$267K - $356K
|
760
$605K
|
|
Aug 16, 2023
Q2 2023
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
760New |
$267K - $356K
|
760
$605K
|
|
Aug 14, 2023
Q2 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
754+ 10.6% |
$264K - $354K
|
7.87K
$6.26M
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
752+ 6.89% |
$264K - $353K
|
11.7K
$9.28M
|
|
Aug 08, 2023
Q2 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
752+ 19.65% |
$264K - $353K
|
4.58K
$3.64M
|
|
Aug 14, 2023
Q2 2023
|
Simplify Asset Management Inc.
New York, NY |
BUY
|
- |
752+ 13.83% |
$264K - $353K
|
6.19K
$4.92M
|
|
Aug 11, 2023
Q2 2023
|
Edentree Asset Management LTD
London, X0 |
BUY
|
- |
750New |
$263K - $352K
|
750
$597K
|
|
Aug 14, 2023
Q2 2023
|
American Trust
Lexington, KY |
BUY
|
- |
743+ 38.46% |
$261K - $348K
|
2.68K
$2.13M
|
|
Jul 19, 2023
Q2 2023
|
Quilter PLC
|
BUY
|
- |
742+ 18.65% |
$260K - $348K
|
4.72K
$3.76M
|
|
Jul 17, 2023
Q2 2023
|
Wedmont Private Capital
|
BUY
|
- |
735+ 8.23% |
$258K - $345K
|
9.67K
$7.69M
|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
729+ 27.18% |
$256K - $342K
|
3.41K
$2.71M
|
|
Aug 02, 2023
Q2 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
BUY
|
- |
727New |
$255K - $341K
|
727
$578K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
717+ 3.23% |
$251K - $336K
|
22.9K
$18.2M
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
714+ 3.24% |
$250K - $335K
|
22.7K
$18.1M
|