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 18, 2023
Q2 2023
|
Absher Wealth Management, LLC
|
BUY
|
- |
488New |
$171K - $229K
|
488
$388K
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
487New |
$171K - $228K
|
487
$387K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
487New |
$171K - $228K
|
487
$387K
|
|
|
Jul 17, 2023
Q2 2023
|
Hengehold Capital Management LLC
|
BUY
|
- |
486New |
$170K - $228K
|
486
$387K
|
|
|
Jul 24, 2023
Q2 2023
|
Accel Wealth Management
|
BUY
|
- |
485+ 251.3% |
$170K - $227K
|
678
$539K
|
|
|
Jul 24, 2023
Q2 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
485New |
$170K - $227K
|
485
$386K
|
|
|
Aug 14, 2023
Q2 2023
|
Clifford Group, LLC
Wayland, MA |
BUY
|
- |
485New |
$170K - $227K
|
485
$386K
|
|
|
Aug 23, 2023
Q2 2023
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
485New |
$170K - $227K
|
485
$386K
|
|
|
Jul 06, 2023
Q2 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
484New |
$170K - $227K
|
484
$385K
|
|
|
Jul 13, 2023
Q2 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
483New |
$169K - $227K
|
483
$384K
|
|
|
Jul 18, 2023
Q2 2023
|
44 Wealth Management LLC
|
BUY
|
- |
483+ 31.4% |
$169K - $227K
|
2.02K
$1.61M
|
|
|
Jul 31, 2023
Q2 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
483New |
$169K - $227K
|
483
$384K
|
|
|
Aug 01, 2023
Q2 2023
|
Avestar Capital, LLC
|
BUY
|
- |
483+ 25.65% |
$169K - $227K
|
2.37K
$1.88M
|
|
|
Apr 02, 2024
Q2 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
479New |
$168K - $225K
|
479
$381K
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
477New |
$167K - $224K
|
477
$380K
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
476New |
$167K - $223K
|
476
$379K
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
BUY
|
- |
476New |
$167K - $223K
|
476
$379K
|
|
|
Jul 19, 2023
Q2 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
475New |
$167K - $223K
|
475
$378K
|
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
475New |
$167K - $223K
|
475
$378K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
475New |
$167K - $223K
|
475
$378K
|
|
|
Aug 14, 2023
Q2 2023
|
Notis Mc Conarty Edward
|
BUY
|
- |
475New |
$167K - $223K
|
475
$378K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
475New |
$167K - $223K
|
475
$378K
|
|
|
Jul 13, 2023
Q2 2023
|
Atlas Private Wealth Management
|
BUY
|
- |
474New |
$166K - $222K
|
474
$377K
|
|
|
Aug 03, 2023
Q2 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
473New |
$166K - $222K
|
473
$376K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
473+ 17.0% |
$166K - $222K
|
3.26K
$2.59M
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
471New |
$165K - $221K
|
471
$375K
|
|
|
Jul 06, 2023
Q2 2023
|
Dentgroup LLC
|
BUY
|
- |
466New |
$163K - $219K
|
466
$371K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
466+ 11.85% |
$163K - $219K
|
4.4K
$3.5M
|
|
|
Jul 25, 2023
Q2 2023
|
Iq Eq Fund Management (Ireland) LTD
|
BUY
|
- |
464New |
$163K - $218K
|
464
$369K
|
|
|
Jul 27, 2023
Q2 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
464+ 6.03% |
$163K - $218K
|
8.16K
$6.49M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
459+ 6.99% |
$161K - $215K
|
7.03K
$5.59M
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
459New |
$161K - $215K
|
459
$365K
|
|
|
Sep 05, 2023
Q2 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
BUY
|
- |
458New |
$161K - $215K
|
458
$364K
|
|
|
Aug 09, 2023
Q2 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
457New |
$160K - $214K
|
457
$364K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
457New |
$160K - $214K
|
457
$364K
|
|
|
Jul 25, 2023
Q2 2023
|
Parker Investment Management, LLC
|
BUY
|
- |
456New |
$160K - $214K
|
456
$363K
|
|
|
Jul 25, 2023
Q2 2023
|
Quattro Financial Advisors LLC
|
BUY
|
- |
454New |
$159K - $213K
|
454
$361K
|
|
|
Aug 03, 2023
Q2 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
454+ 4.71% |
$159K - $213K
|
10.1K
$8.04M
|
|
|
Aug 03, 2023
Q2 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
454+ 2.04% |
$159K - $213K
|
22.7K
$18M
|
|
|
Jul 14, 2023
Q2 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
453New |
$159K - $212K
|
453
$360K
|
|
|
Jul 18, 2023
Q2 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
453New |
$159K - $212K
|
453
$360K
|
|
|
Aug 08, 2023
Q2 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
453New |
$159K - $212K
|
453
$360K
|
|
|
Jul 27, 2023
Q2 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
452New |
$159K - $212K
|
452
$360K
|
|
|
Aug 02, 2023
Q2 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
452New |
$159K - $212K
|
452
$360K
|
|
|
Dec 20, 2023
Q2 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
452New |
$159K - $212K
|
452
$360K
|
|
|
Jul 25, 2023
Q2 2023
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
451New |
$158K - $212K
|
451
$359K
|
|
|
Aug 08, 2023
Q2 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
451New |
$158K - $212K
|
451
$359K
|
|
|
Aug 08, 2023
Q2 2023
|
Dillon & Associates Inc
|
BUY
|
- |
451New |
$158K - $212K
|
451
$359K
|
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
450New |
$158K - $211K
|
450
$358K
|
|
|
Jul 28, 2023
Q2 2023
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
450New |
$158K - $211K
|
450
$358K
|