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 02, 2023
Q2 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
357+ 10.63% |
$125K - $167K
|
3.72K
$2.96M
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
350+ 11.07% |
$123K - $164K
|
3.51K
$2.79M
|
|
|
Jul 20, 2023
Q2 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
348+ 19.99% |
$122K - $163K
|
2.09K
$1.66M
|
|
|
Jul 26, 2023
Q2 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
348+ 41.63% |
$122K - $163K
|
1.18K
$942K
|
|
|
Aug 09, 2023
Q2 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
347+ 3.74% |
$122K - $163K
|
9.62K
$7.65M
|
|
|
Jul 17, 2023
Q2 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
346+ 23.14% |
$121K - $162K
|
1.84K
$1.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Mutual Of America Capital Management LLC
New York, NY |
BUY
|
- |
346+ 0.29% |
$121K - $162K
|
118K
$93.9M
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
344+ 2.31% |
$121K - $161K
|
15.2K
$12.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
342+ 0.6% |
$120K - $160K
|
57.4K
$45.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
337+ 14.85% |
$118K - $158K
|
2.61K
$2.07M
|
|
|
Jul 11, 2023
Q2 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
330+ 0.36% |
$116K - $155K
|
93.3K
$74.2M
|
|
|
Jul 24, 2023
Q2 2023
|
Provence Wealth Management Group
|
BUY
|
- |
330+ 18.0% |
$116K - $155K
|
2.16K
$1.72M
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
326+ 2.2% |
$114K - $153K
|
15.2K
$12.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
326+ 21.39% |
$114K - $153K
|
1.85K
$1.47M
|
|
|
Aug 04, 2023
Q2 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
325+ 23.53% |
$114K - $152K
|
1.71K
$1.36M
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
321+ 27.16% |
$113K - $151K
|
1.5K
$1.2M
|
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
319+ 0.1% |
$112K - $150K
|
330K
$262M
|
|
|
Aug 10, 2023
Q2 2023
|
True North Advisors, LLC
|
BUY
|
- |
316+ 6.11% |
$111K - $148K
|
5.49K
$4.37M
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
315+ 16.01% |
$110K - $148K
|
2.28K
$1.82M
|
|
|
Jul 13, 2023
Q2 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
313+ 8.19% |
$110K - $147K
|
4.13K
$3.29M
|
|
|
Aug 03, 2023
Q2 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
313+ 7.34% |
$110K - $147K
|
4.58K
$3.64M
|
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
312+ 4.39% |
$109K - $146K
|
7.42K
$5.9M
|
|
|
Aug 08, 2023
Q2 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
309+ 4.96% |
$108K - $145K
|
6.54K
$5.2M
|
|
|
Aug 07, 2023
Q2 2023
|
James Investment Research Inc
|
BUY
|
- |
306+ 1.34% |
$107K - $144K
|
23.2K
$18.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
306+ 30.88% |
$107K - $144K
|
1.3K
$1.03M
|
|
|
Aug 11, 2023
Q2 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
306+ 2.77% |
$107K - $144K
|
11.3K
$9.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
305+ 12.11% |
$107K - $143K
|
2.82K
$2.25M
|
|
|
Aug 07, 2023
Q2 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
302+ 27.4% |
$106K - $142K
|
1.4K
$1.12M
|
|
|
Jul 06, 2023
Q2 2023
|
Centre Asset Management, LLC
|
BUY
|
- |
301+ 3.35% |
$106K - $141K
|
9.29K
$7.39M
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
301+ 19.32% |
$106K - $141K
|
1.86K
$1.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
300+ 14.29% |
$105K - $141K
|
2.4K
$1.91M
|
|
|
Aug 11, 2023
Q2 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
299+ 3.79% |
$105K - $140K
|
8.19K
$6.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
295+ 21.42% |
$103K - $138K
|
1.67K
$1.33M
|
|
|
Jul 10, 2023
Q2 2023
|
Foster Group, Inc.
|
BUY
|
- |
294+ 25.45% |
$103K - $138K
|
1.45K
$1.15M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
293New |
$103K - $137K
|
293
$233K
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
BUY
|
- |
293+ 0.59% |
$103K - $137K
|
49.7K
$39.6M
|
|
|
Aug 15, 2023
Q2 2023
|
Castleark Management LLC
Chicago, IL |
BUY
|
- |
290+ 0.24% |
$102K - $136K
|
123K
$97.8M
|
|
|
Jul 14, 2023
Q2 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
289+ 4.71% |
$101K - $136K
|
6.43K
$5.11M
|
|
|
Aug 09, 2023
Q2 2023
|
Rock Creek Group, LP
|
BUY
|
- |
288+ 40.56% |
$101K - $135K
|
998
$794K
|
|
|
Aug 15, 2023
Q2 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
286+ 6.72% |
$100K - $134K
|
4.54K
$3.61M
|
|
|
Jul 18, 2023
Q2 2023
|
Rothschild Investment Corp
|
BUY
|
- |
285+ 3.43% |
$100K - $134K
|
8.6K
$6.84M
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
282New |
$98.9K - $132K
|
282
$224K
|
|
|
Aug 07, 2023
Q2 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
282+ 19.33% |
$98.9K - $132K
|
1.74K
$1.39M
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
278New |
$97.5K - $130K
|
278
$221K
|
|
|
Jul 19, 2023
Q2 2023
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
276+ 2.07% |
$96.8K - $129K
|
13.6K
$10.8M
|
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
274+ 6850.0% |
$96.1K - $129K
|
278
$221K
|
|
|
Aug 10, 2023
Q2 2023
|
Barr E S & CO
Lexington, KY |
BUY
|
- |
274+ 8.8% |
$96.1K - $129K
|
3.39K
$2.69M
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
274New |
$96.1K - $129K
|
274
$218K
|
|
|
Aug 14, 2023
Q2 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
274+ 5.31% |
$96.1K - $129K
|
5.43K
$4.32M
|
|
|
Aug 09, 2023
Q2 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
273+ 91.0% |
$95.8K - $128K
|
573
$456K
|