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 |
|---|---|---|---|---|---|---|---|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
714+ 3.24% |
$250K - $335K
|
22.7K
$18.1M
|
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
713+ 10.09% |
$250K - $334K
|
7.78K
$6.19M
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
707+ 9.83% |
$248K - $332K
|
7.9K
$6.29M
|
|
|
Jul 24, 2023
Q2 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
706New |
$248K - $331K
|
706
$562K
|
|
|
Aug 11, 2023
Q2 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
703+ 205.56% |
$247K - $330K
|
1.05K
$831K
|
|
|
Aug 14, 2023
Q2 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
703+ 16.23% |
$247K - $330K
|
5.03K
$4.01M
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
702+ 17.94% |
$246K - $329K
|
4.62K
$3.67M
|
|
|
Aug 08, 2023
Q2 2023
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
702New |
$246K - $329K
|
702
$559K
|
|
|
Jul 18, 2023
Q2 2023
|
Ckw Financial Group
|
BUY
|
- |
700+ 116.28% |
$246K - $328K
|
1.3K
$1.04M
|
|
|
Jul 31, 2023
Q2 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
700+ 7.76% |
$246K - $328K
|
9.72K
$7.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
699+ 32.44% |
$245K - $328K
|
2.85K
$2.27M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
697+ 5.15% |
$244K - $327K
|
14.2K
$11.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
696+ 2.71% |
$244K - $326K
|
26.4K
$21M
|
|
|
Aug 14, 2023
Q2 2023
|
Fund Management At Engine No. 1 LLC
San Francisco, CA |
BUY
|
- |
693+ 7.25% |
$243K - $325K
|
10.3K
$8.16M
|
|
|
Jul 21, 2023
Q2 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
690+ 65.4% |
$242K - $324K
|
1.75K
$1.39M
|
|
|
Jul 24, 2023
Q2 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
685+ 95.54% |
$240K - $321K
|
1.4K
$1.12M
|
|
|
Aug 26, 2024
Q2 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
682+ 86.11% |
$239K - $320K
|
1.47K
$1.17M
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
680+ 8.94% |
$239K - $319K
|
8.29K
$6.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
674+ 15.25% |
$236K - $316K
|
5.1K
$4.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
674+ 26.33% |
$236K - $316K
|
3.23K
$2.57M
|
|
|
Aug 07, 2023
Q2 2023
|
Suncoast Equity Management
|
BUY
|
- |
671+ 14.17% |
$235K - $315K
|
5.41K
$4.3M
|
|
|
Jul 20, 2023
Q2 2023
|
Clarity Financial LLC
|
BUY
|
- |
670New |
$235K - $314K
|
670
$533K
|
|
|
Jul 20, 2023
Q2 2023
|
Csenge Advisory Group
|
BUY
|
- |
669+ 19.33% |
$235K - $314K
|
4.13K
$3.29M
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
667New |
$234K - $313K
|
667
$531K
|
|
|
Aug 14, 2023
Q2 2023
|
Chiron Investment Management, LLC
New York, NY |
BUY
|
- |
664New |
$233K - $311K
|
664
$528K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
661+ 2.79% |
$232K - $310K
|
24.3K
$19.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
657+ 8.66% |
$230K - $308K
|
8.24K
$6.56M
|
|
|
Aug 07, 2023
Q2 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
655+ 10.91% |
$230K - $307K
|
6.66K
$5.3M
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
652+ 6.25% |
$229K - $306K
|
11.1K
$8.82M
|
|
|
Aug 01, 2023
Q2 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
645New |
$226K - $302K
|
645
$513K
|
|
|
Jul 06, 2023
Q2 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
644+ 23.44% |
$226K - $302K
|
3.39K
$2.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
638+ 83.29% |
$224K - $299K
|
1.4K
$1.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
BUY
|
- |
637New |
$223K - $299K
|
637
$507K
|
|
|
Aug 11, 2023
Q2 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
635New |
$223K - $298K
|
635
$505K
|
|
|
Jul 24, 2023
Q2 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
633+ 15.05% |
$222K - $297K
|
4.84K
$3.85M
|
|
|
Jul 26, 2023
Q2 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
632+ 5.39% |
$222K - $296K
|
12.4K
$9.83M
|
|
|
Aug 14, 2023
Q2 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
632+ 63200.0% |
$222K - $296K
|
633
$504K
|
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
626New |
$220K - $294K
|
626
$498K
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
625New |
$219K - $293K
|
625
$497K
|
|
|
Sep 08, 2023
Q2 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
624+ 308.91% |
$219K - $293K
|
826
$657K
|
|
|
Aug 08, 2023
Q2 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
622+ 0.08% |
$218K - $292K
|
788K
$627M
|
|
|
Jul 20, 2023
Q2 2023
|
Aj Wealth Strategies, LLC
|
BUY
|
- |
620New |
$217K - $291K
|
620
$493K
|
|
|
Jul 26, 2023
Q2 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
617+ 90.07% |
$216K - $289K
|
1.3K
$1.04M
|
|
|
Aug 03, 2023
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
616+ 39.51% |
$216K - $289K
|
2.18K
$1.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
BUY
|
- |
616+ 6.48% |
$216K - $289K
|
10.1K
$8.06M
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
613+ 4.94% |
$215K - $287K
|
13K
$10.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
611New |
$214K - $287K
|
611
$486K
|
|
|
Aug 09, 2023
Q2 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
BUY
|
- |
608+ 4.03% |
$213K - $285K
|
15.7K
$12.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
607+ 3.21% |
$213K - $285K
|
19.5K
$15.5M
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
605+ 187.31% |
$212K - $284K
|
928
$738K
|