Purchases and Sales Made in Q2 2023 in Eli Lilly & CO (LLY)

LLY Quotes by TradingView

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 01, 2023 Q2 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
269
+ 76.64%
$94.3K - $126K
620 $493K
Aug 09, 2023 Q2 2023
Coastal Investment Advisors, Inc.

Wilmington, DE
BUY
 -
268
+ 6.19%
$94K - $126K
4.6K $3.66M
Aug 06, 2024 Q2 2023
Hantz Financial Services, Inc.

BUY
 -
267
+ 2.85%
$93.6K - $125K
9.65K $7.68M
Aug 15, 2023 Q2 2023
Benjamin Edwards Inc

Clayton, MO
BUY
 -
266
+ 10.02%
$93.3K - $125K
2.92K $2.32M
Jul 14, 2023 Q2 2023
Sea Crest Wealth Management, LLC

Purchase, NY
BUY
 -
264
+ 1.39%
$92.6K - $124K
19.3K $15.3M
Jul 20, 2023 Q2 2023
Sabal Trust CO

BUY
 -
262
+ 4.96%
$91.9K - $123K
5.55K $4.42M
Jul 20, 2023 Q2 2023
Pds Planning, Inc

BUY
 -
261
+ 5.64%
$91.5K - $122K
4.89K $3.89M
Jul 24, 2023 Q2 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
261
+ 10.46%
$91.5K - $122K
2.76K $2.19M
Aug 02, 2023 Q2 2023
Capital Asset Advisory Services LLC

Haslett, MI
BUY
 -
261
+ 5.23%
$91.5K - $122K
5.25K $4.18M
Aug 01, 2023 Q2 2023
Rfp Financial Group LLC

Atlanta, GA
BUY
 -
258
+ 24.27%
$90.5K - $121K
1.32K $1.05M
Aug 14, 2023 Q2 2023
Guardian Wealth Advisors, LLC

Raleigh, NC
BUY
 -
256
+ 6.09%
$89.8K - $120K
4.46K $3.55M
Dec 06, 2024 Q2 2023
Triune Financial Partners, LLC

Overland Park, KS
BUY
 -
255
+ 40.28%
$89.4K - $120K
888 $707K
Jul 28, 2023 Q2 2023
Lindbrook Capital, LLC

BUY
 -
254
+ 5.07%
$89.1K - $119K
5.26K $4.19M
Aug 08, 2023 Q2 2023
Pekin Hardy Strauss, Inc.

BUY
 -
254
+ 30.86%
$89.1K - $119K
1.08K $857K
Jul 11, 2023 Q2 2023
Occidental Asset Management, LLC

BUY
 -
250
+ 15.79%
$87.7K - $117K
1.83K $1.46M
Aug 11, 2023 Q2 2023
Old Point Trust & Financial Services N A

BUY
 -
250
New
$87.7K - $117K
250 $199K
Aug 03, 2023 Q2 2023
Atomi Financial Group, Inc.

Irvine, CA
BUY
 -
249
+ 13.4%
$87.3K - $117K
2.11K $1.68M
Aug 14, 2023 Q2 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
247
+ 13.55%
$86.6K - $116K
2.07K $1.65M
Jul 12, 2023 Q2 2023
Fsm Wealth Advisors, LLC

Cleveland, OH
BUY
 -
244
+ 25.31%
$85.6K - $114K
1.21K $961K
Jul 10, 2023 Q2 2023
Evanson Asset Management, LLC

BUY
 -
240
+ 24.72%
$84.2K - $113K
1.21K $964K
Jul 25, 2023 Q2 2023
Glass Jacobson Investment Advisors LLC

Owings Mills, MD
BUY
 -
239
+ 597.5%
$83.8K - $112K
279 $222K
Jul 25, 2023 Q2 2023
Leo Brokerage, LLC

BUY
 -
239
+ 6.02%
$83.8K - $112K
4.21K $3.35M
Aug 02, 2023 Q2 2023
Pinnacle Wealth Management Advisory Group, LLC

BUY
 -
238
+ 6.8%
$83.5K - $112K
3.74K $2.97M
Jul 11, 2023 Q2 2023
Worth Asset Management, LLC

BUY
 -
236
+ 198.32%
$82.8K - $111K
355 $282K
Aug 11, 2023 Q2 2023
Wsfs Capital Management, LLC

Philadelphia, PA
BUY
 -
235
+ 21.17%
$82.4K - $110K
1.35K $1.07M
Aug 03, 2023 Q2 2023
Northwest Capital Management Inc

BUY
 -
234
New
$82.1K - $110K
234 $186K
Jul 26, 2023 Q2 2023
Everett Harris & CO

BUY
 -
233
+ 2.68%
$81.7K - $109K
8.91K $7.09M
Aug 07, 2023 Q2 2023
Kavar Capital Partners Group, LLC

Leawood, KS
BUY
 -
231
+ 32.08%
$81K - $108K
951 $757K
Aug 09, 2023 Q2 2023
Souders Financial Advisors

BUY
 -
227
+ 7.27%
$79.6K - $106K
3.35K $2.67M
Jul 26, 2023 Q2 2023
Aaron Wealth Advisors LLC

BUY
 -
226
+ 4.43%
$79.3K - $106K
5.33K $4.24M
Aug 10, 2023 Q2 2023
Fidelis Capital Partners, LLC

Tampa, FL
BUY
 -
224
+ 5.45%
$78.6K - $105K
4.33K $3.45M
Jul 31, 2023 Q2 2023
Dividend Assets Capital, LLC

BUY
 -
223
+ 14.02%
$78.2K - $105K
1.81K $1.44M
Jul 20, 2023 Q2 2023
Naviter Wealth, LLC

BUY
 -
222
+ 6.84%
$77.9K - $104K
3.47K $2.76M
Aug 07, 2023 Q2 2023
Kentucky Retirement Systems Insurance Trust Fund

Frankfort, KY
BUY
 -
221
+ 0.79%
$77.5K - $104K
28.3K $22.5M
Jul 13, 2023 Q2 2023
Everhart Financial Group, Inc.

BUY
 -
219
+ 6.96%
$76.8K - $103K
3.37K $2.68M
Jul 20, 2023 Q2 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
217
+ 18.66%
$76.1K - $102K
1.38K $1.1M
Jul 24, 2023 Q2 2023
Total Clarity Wealth Management, Inc.

BUY
 -
217
+ 20.93%
$76.1K - $102K
1.25K $998K
Jul 31, 2023 Q2 2023
Klingman & Associates, LLC

BUY
 -
216
+ 19.83%
$75.8K - $101K
1.31K $1.04M
Aug 01, 2023 Q2 2023
Simon Quick Advisors, LLC

BUY
 -
215
+ 12.96%
$75.4K - $101K
1.87K $1.49M
Jul 10, 2023 Q2 2023
First Affirmative Financial Network

BUY
 -
214
+ 30.23%
$75.1K - $100K
922 $734K
Jul 28, 2023 Q2 2023
Waterfront Wealth Inc.

BUY
 -
214
+ 7.95%
$75.1K - $100K
2.91K $2.31M
Jul 17, 2023 Q2 2023
Schear Investment Advisers, LLC

Cincinnati, OH
BUY
 -
213
+ 2.72%
$74.7K - $99.9K
8.04K $6.4M
Aug 09, 2023 Q2 2023
Cim Investment Management Inc

Pittsburgh, PA
BUY
 -
212
+ 10.62%
$74.4K - $99.4K
2.21K $1.76M
Aug 03, 2023 Q2 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
210
+ 31.3%
$73.7K - $98.5K
881 $701K
Aug 01, 2023 Q2 2023
Bdo Wealth Advisors, LLC

Jacksonville, FL
BUY
 -
207
+ 5.71%
$72.6K - $97.1K
3.83K $3.05M
Jul 14, 2023 Q2 2023
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
203
+ 12.22%
$71.2K - $95.2K
1.86K $1.48M
Aug 14, 2023 Q2 2023
Bollard Group LLC

Boston, MA
BUY
 -
203
+ 0.08%
$71.2K - $95.2K
250K $199M
Jul 26, 2023 Q2 2023
Xcel Wealth Management, LLC

BUY
 -
202
+ 19.42%
$70.8K - $94.7K
1.24K $988K
Aug 01, 2023 Q2 2023
Choate Investment Advisors

Boston, MA
BUY
 -
202
+ 1.24%
$70.8K - $94.7K
16.6K $13.2M

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