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 21, 2023
Q2 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
531New |
$186K - $249K
|
531
$439K
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
530New |
$186K - $249K
|
530
$438K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
530+ 12.78% |
$186K - $249K
|
4.68K
$3.86M
|
|
|
Aug 01, 2023
Q2 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
527+ 7.75% |
$185K - $247K
|
7.33K
$6.05M
|
|
|
Jul 17, 2023
Q2 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
526New |
$184K - $247K
|
526
$434K
|
|
|
Jul 31, 2023
Q2 2023
|
First National Bank & Trust CO Of Newtown
|
BUY
|
- |
525+ 13.26% |
$184K - $246K
|
4.48K
$3.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Sycomore Asset Management
|
BUY
|
- |
524+ 225.86% |
$184K - $246K
|
756
$624K
|
|
|
Jul 11, 2023
Q2 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
522New |
$183K - $245K
|
522
$431K
|
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
521New |
$183K - $244K
|
521
$430K
|
|
|
Jul 18, 2023
Q2 2023
|
Wd Rutherford LLC
|
BUY
|
- |
520New |
$182K - $244K
|
520
$429K
|
|
|
Aug 14, 2023
Q2 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
520+ 49.76% |
$182K - $244K
|
1.57K
$1.29M
|
|
|
Jul 25, 2023
Q2 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
519New |
$182K - $243K
|
519
$429K
|
|
|
Aug 10, 2023
Q2 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
519New |
$182K - $243K
|
519
$429K
|
|
|
Jul 21, 2023
Q2 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
518New |
$182K - $243K
|
518
$428K
|
|
|
Aug 09, 2023
Q2 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
518New |
$182K - $243K
|
518
$428K
|
|
|
Jul 24, 2023
Q2 2023
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
517New |
$181K - $242K
|
517
$427K
|
|
|
Jul 24, 2023
Q2 2023
|
Campbell Newman Asset Management Inc
|
BUY
|
- |
517+ 0.59% |
$181K - $242K
|
88.3K
$73M
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
514+ 8.08% |
$180K - $241K
|
6.87K
$5.68M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
512+ 6.1% |
$180K - $240K
|
8.91K
$7.36M
|
|
|
Aug 10, 2023
Q2 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
511New |
$179K - $240K
|
511
$422K
|
|
|
Aug 09, 2023
Q2 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
509+ 18.87% |
$179K - $239K
|
3.21K
$2.65M
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
BUY
|
- |
507+ 30.43% |
$178K - $238K
|
2.17K
$1.79M
|
|
|
Aug 11, 2023
Q2 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
BUY
|
- |
507+ 179.79% |
$178K - $238K
|
789
$652K
|
|
|
Aug 11, 2023
Q2 2023
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
505+ 18.78% |
$177K - $237K
|
3.19K
$2.64M
|
|
|
Aug 28, 2023
Q2 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
505New |
$177K - $237K
|
505
$417K
|
|
|
Aug 09, 2023
Q2 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
504New |
$177K - $236K
|
504
$416K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
503+ 3.89% |
$176K - $236K
|
13.4K
$11.1M
|
|
|
Aug 08, 2023
Q2 2023
|
Aimz Investment Advisors, LLC
|
BUY
|
- |
503New |
$176K - $236K
|
503
$415K
|
|
|
Aug 11, 2023
Q2 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
503+ 2.37% |
$176K - $236K
|
21.8K
$18M
|
|
|
Jul 21, 2023
Q2 2023
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
502New |
$176K - $235K
|
502
$415K
|
|
|
Jul 24, 2023
Q2 2023
|
Diligent Investors, LLC
|
BUY
|
- |
502New |
$176K - $235K
|
502
$415K
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
501New |
$176K - $235K
|
501
$414K
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
500New |
$175K - $234K
|
500
$413K
|
|
|
Jul 17, 2023
Q2 2023
|
Martin Capital Partners, LLC
|
BUY
|
- |
500New |
$175K - $234K
|
500
$413K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
500New |
$175K - $234K
|
500
$413K
|
|
|
Jul 28, 2023
Q2 2023
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
500New |
$175K - $234K
|
500
$413K
|
|
|
Aug 01, 2023
Q2 2023
|
Harbor Advisors LLC
|
BUY
|
- |
500New |
$175K - $234K
|
500
$413K
|
|
|
Aug 11, 2023
Q2 2023
|
Ithaka Group LLC
Bethesda, MD |
BUY
|
- |
500New |
$175K - $234K
|
500
$413K
|
|
|
Aug 14, 2023
Q2 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
500New |
$175K - $234K
|
500
$413K
|
|
|
Aug 11, 2023
Q2 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
499New |
$175K - $234K
|
499
$412K
|
|
|
Aug 11, 2023
Q2 2023
|
Covenant Partners, LLC
|
BUY
|
- |
498New |
$175K - $234K
|
498
$411K
|
|
|
Aug 10, 2023
Q2 2023
|
West Hill Financial Advisors, Inc.
|
BUY
|
- |
497New |
$174K - $233K
|
497
$410K
|
|
|
Aug 14, 2023
Q2 2023
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
497New |
$174K - $233K
|
497
$410K
|
|
|
Aug 14, 2023
Q2 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
495New |
$174K - $232K
|
495
$409K
|
|
|
Aug 09, 2023
Q2 2023
|
Claret Asset Management Corp
|
BUY
|
- |
494New |
$173K - $232K
|
494
$408K
|
|
|
Aug 15, 2023
Q2 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
BUY
|
- |
494+ 2600.0% |
$173K - $232K
|
513
$424K
|
|
|
Jul 31, 2023
Q2 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
493New |
$173K - $231K
|
493
$407K
|
|
|
Aug 14, 2023
Q2 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
492New |
$173K - $231K
|
492
$406K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
491+ 28.28% |
$172K - $230K
|
2.23K
$1.84M
|
|
|
Jul 31, 2023
Q2 2023
|
Trust CO Of Virginia
|
BUY
|
- |
491+ 2.03% |
$172K - $230K
|
24.6K
$20.4M
|