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 |
|---|---|---|---|---|---|---|---|
|
Aug 03, 2023
Q2 2023
|
Delta Financial Advisors LLC
|
BUY
|
- |
450New |
$158K - $211K
|
450
$358K
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
449New |
$157K - $211K
|
449
$357K
|
|
|
Jul 20, 2023
Q2 2023
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
447New |
$157K - $210K
|
447
$356K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
446+ 49.56% |
$156K - $209K
|
1.35K
$1.07M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
445+ 31.52% |
$156K - $209K
|
1.86K
$1.48M
|
|
|
Aug 24, 2023
Q2 2023
|
Invictus Private Wealth, LLC
Denver, CO |
BUY
|
- |
444New |
$156K - $208K
|
444
$353K
|
|
|
Jul 28, 2023
Q2 2023
|
Tufton Capital Management
|
BUY
|
- |
440New |
$154K - $206K
|
440
$350K
|
|
|
Jul 20, 2023
Q2 2023
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
439New |
$154K - $206K
|
439
$349K
|
|
|
Dec 05, 2023
Q2 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
439New |
$154K - $206K
|
439
$349K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
438+ 1.74% |
$154K - $205K
|
25.6K
$20.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
436New |
$153K - $204K
|
436
$347K
|
|
|
Jul 21, 2023
Q2 2023
|
Mcdaniel Terry & CO
|
BUY
|
- |
436New |
$153K - $204K
|
436
$347K
|
|
|
Aug 09, 2023
Q2 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
434+ 1.07% |
$152K - $204K
|
40.9K
$32.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
431New |
$151K - $202K
|
431
$343K
|
|
|
Aug 07, 2023
Q2 2023
|
Lutz Financial Services LLC
|
BUY
|
- |
430New |
$151K - $202K
|
430
$342K
|
|
|
Aug 08, 2023
Q2 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
429New |
$150K - $201K
|
429
$341K
|
|
|
Jul 25, 2023
Q2 2023
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
427New |
$150K - $200K
|
427
$340K
|
|
|
Aug 07, 2023
Q2 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
427New |
$150K - $200K
|
427
$340K
|
|
|
Aug 11, 2023
Q2 2023
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
427New |
$150K - $200K
|
427
$340K
|
|
|
Aug 09, 2023
Q2 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
424+ 15.08% |
$149K - $199K
|
3.24K
$2.57M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
419+ 3.12% |
$147K - $197K
|
13.9K
$11M
|
|
|
Aug 14, 2023
Q2 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
414+ 1.61% |
$145K - $194K
|
26.1K
$20.8M
|
|
|
Jul 27, 2023
Q2 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
413+ 3.58% |
$145K - $194K
|
12K
$9.52M
|
|
|
Jul 18, 2023
Q2 2023
|
Capital Advisors Inc
|
BUY
|
- |
412+ 14.38% |
$145K - $193K
|
3.28K
$2.61M
|
|
|
Jul 25, 2023
Q2 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
409+ 24.27% |
$143K - $192K
|
2.09K
$1.67M
|
|
|
Jul 26, 2023
Q2 2023
|
Bell Bank
|
BUY
|
- |
403+ 20.04% |
$141K - $189K
|
2.41K
$1.92M
|
|
|
Jul 17, 2023
Q2 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
402+ 45.73% |
$141K - $189K
|
1.28K
$1.02M
|
|
|
Jul 24, 2023
Q2 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
402+ 12.39% |
$141K - $189K
|
3.65K
$2.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Field & Main Bank
|
BUY
|
- |
400+ 22.87% |
$140K - $188K
|
2.15K
$1.71M
|
|
|
Aug 09, 2023
Q2 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
400+ 1.52% |
$140K - $188K
|
26.7K
$21.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
399+ 7.35% |
$140K - $187K
|
5.83K
$4.64M
|
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
398+ 6.61% |
$140K - $187K
|
6.42K
$5.11M
|
|
|
Aug 08, 2023
Q2 2023
|
L.M. Kohn & Company
|
BUY
|
- |
397+ 27.78% |
$139K - $186K
|
1.83K
$1.45M
|
|
|
May 23, 2024
Q2 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
396+ 6.93% |
$139K - $186K
|
6.11K
$4.86M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
390+ 42.03% |
$137K - $183K
|
1.32K
$1.05M
|
|
|
Jul 24, 2023
Q2 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
389+ 15.78% |
$136K - $182K
|
2.85K
$2.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Ostrum Asset Management
Paris, I0 |
BUY
|
- |
388+ 2.63% |
$136K - $182K
|
15.2K
$12.1M
|
|
|
Jul 10, 2023
Q2 2023
|
Signature Wealth Management Group
|
BUY
|
- |
386+ 48.74% |
$135K - $181K
|
1.18K
$937K
|
|
|
Jul 20, 2023
Q2 2023
|
Veracity Capital LLC
|
BUY
|
- |
378+ 15.71% |
$133K - $177K
|
2.78K
$2.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
375+ 10.22% |
$132K - $176K
|
4.04K
$3.22M
|
|
|
Jul 10, 2023
Q2 2023
|
Mechanics Bank Trust Department
|
BUY
|
- |
374+ 7.58% |
$131K - $175K
|
5.31K
$4.22M
|
|
|
Jul 17, 2023
Q2 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
373+ 1.53% |
$131K - $175K
|
24.7K
$19.6M
|
|
|
Aug 08, 2023
Q2 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
373+ 1.78% |
$131K - $175K
|
21.3K
$17M
|
|
|
Aug 14, 2023
Q2 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
372+ 20.1% |
$130K - $174K
|
2.22K
$1.77M
|
|
|
Aug 03, 2023
Q2 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
368+ 7.81% |
$129K - $173K
|
5.08K
$4.04M
|
|
|
Aug 02, 2023
Q2 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
364+ 30.41% |
$128K - $171K
|
1.56K
$1.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
364+ 5.99% |
$128K - $171K
|
6.45K
$5.13M
|
|
|
Dec 12, 2024
Q2 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
363+ 32.44% |
$127K - $170K
|
1.48K
$1.18M
|
|
|
Jul 31, 2023
Q2 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
360+ 28.15% |
$126K - $169K
|
1.64K
$1.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
BUY
|
- |
359+ 35.51% |
$126K - $168K
|
1.37K
$1.09M
|