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 09, 2023 Q2 2023
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
200
+ 100.0%
$70.1K - $93.8K
400 $318K
Aug 01, 2023 Q2 2023
Fiduciary Trust CO

Boston, MA
BUY
 -
199
+ 2.67%
$69.8K - $93.3K
7.66K $6.09M
Jul 31, 2023 Q2 2023
Nadler Financial Group, Inc.

BUY
 -
197
+ 9.78%
$69.1K - $92.4K
2.21K $1.76M
Jul 27, 2023 Q2 2023
Ipswich Investment Management Co., Inc.

BUY
 -
195
+ 3.86%
$68.4K - $91.5K
5.24K $4.17M
Aug 09, 2023 Q2 2023
Spire Wealth Management

BUY
 -
194
+ 0.57%
$68K - $91K
34.5K $27.4M
Aug 14, 2023 Q2 2023
Logan Capital Management Inc

Newtown Square, PA
BUY
 -
194
+ 0.56%
$68K - $91K
35K $27.8M
Jul 25, 2023 Q2 2023
Nat West Group PLC

BUY
 -
193
+ 1.17%
$67.7K - $90.5K
16.7K $13.3M
Aug 07, 2023 Q2 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
193
+ 1.2%
$67.7K - $90.5K
16.2K $12.9M
Aug 09, 2023 Q2 2023
Bank Of Hawaii

Honolulu, HI
BUY
 -
191
+ 2.76%
$67K - $89.6K
7.1K $5.65M
Aug 11, 2023 Q2 2023
Founders Financial Alliance, LLC

Raleigh, NC
BUY
 -
189
+ 6.93%
$66.3K - $88.6K
2.92K $2.32M
Jul 31, 2023 Q2 2023
Bridgeworth, LLC

Birmingham, AL
BUY
 -
187
+ 17.4%
$65.6K - $87.7K
1.26K $1M
Aug 04, 2023 Q2 2023
West Branch Capital LLC

BUY
 -
186
+ 6.48%
$65.2K - $87.2K
3.06K $2.43M
Jul 07, 2023 Q2 2023
Cooper Financial Group

BUY
 -
184
+ 18.78%
$64.5K - $86.3K
1.16K $926K
Nov 08, 2023 Q2 2023
Sutton Wealth Advisors Inc.

Tampa, FL
BUY
 -
184
+ 6.68%
$64.5K - $86.3K
2.94K $2.34M
Aug 02, 2023 Q2 2023
Amg National Trust Bank

BUY
 -
183
+ 1.58%
$64.2K - $85.8K
11.8K $9.39M
Jul 25, 2023 Q2 2023
Resonant Capital Advisors, LLC

BUY
 -
182
+ 3.8%
$63.8K - $85.4K
4.97K $3.95M
Aug 02, 2023 Q2 2023
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
182
+ 2.98%
$63.8K - $85.4K
6.3K $5.01M
Jan 30, 2024 Q2 2023
Dgs Capital Management, LLC

BUY
 -
180
+ 11.83%
$63.1K - $84.4K
1.7K $1.35M
Aug 04, 2023 Q2 2023
Aviance Capital Partners, LLC

Naples, FL
BUY
 -
176
+ 16.83%
$61.7K - $82.5K
1.22K $972K
Jul 31, 2023 Q2 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
175
+ 5.87%
$61.4K - $82.1K
3.16K $2.51M
Aug 14, 2023 Q2 2023
Harbour Investments, Inc.

Madison, WI
BUY
 -
175
+ 2.63%
$61.4K - $82.1K
6.83K $5.43M
Jul 26, 2023 Q2 2023
Channel Wealth LLC

Santa Barbara, CA
BUY
 -
174
+ 6.41%
$61K - $81.6K
2.89K $2.3M
Nov 06, 2024 Q2 2023
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
174
+ 14.4%
$61K - $81.6K
1.38K $1.1M
Aug 03, 2023 Q2 2023
Facet Wealth, Inc.

BUY
 -
173
+ 7.98%
$60.7K - $81.1K
2.34K $1.86M
Aug 07, 2023 Q2 2023
Financial Advocates Investment Management

Olympia, WA
BUY
 -
173
+ 3.41%
$60.7K - $81.1K
5.24K $4.17M
Aug 01, 2023 Q2 2023
Abbrea Capital, LLC

BUY
 -
172
+ 1.89%
$60.3K - $80.7K
9.26K $7.37M
Jul 14, 2023 Q2 2023
Financial Connections Group, Inc.

BUY
 -
171
+ 1005.88%
$60K - $80.2K
188 $150K
Jul 20, 2023 Q2 2023
Hf Advisory Group, LLC

Annapolis, MD
BUY
 -
170
+ 4.91%
$59.6K - $79.7K
3.63K $2.89M
Aug 08, 2023 Q2 2023
Prio Wealth Limited Partnership

Boston, MA
BUY
 -
170
+ 7.79%
$59.6K - $79.7K
2.35K $1.87M
Aug 09, 2023 Q2 2023
Ellevest, Inc.

BUY
 -
170
+ 6.61%
$59.6K - $79.7K
2.74K $2.18M
Jul 27, 2023 Q2 2023
Moody Lynn & Lieberson, LLC

BUY
 -
166
+ 0.17%
$58.2K - $77.9K
98.5K $78.4M
Jul 18, 2023 Q2 2023
Monument Capital Management

BUY
 -
165
+ 6.31%
$57.9K - $77.4K
2.78K $2.21M
Aug 14, 2023 Q2 2023
Itau Unibanco Holding S.A.

Sao Paulo, D5
BUY
 -
165
New
$57.9K - $77.4K
165 $131K
Jul 21, 2023 Q2 2023
1900 Wealth Management LLC

BUY
 -
161
+ 25.16%
$56.5K - $75.5K
801 $637K
Jul 12, 2023 Q2 2023
Beacon Capital Management, LLC

BUY
 -
160
+ 16.65%
$56.1K - $75K
1.12K $892K
Aug 03, 2023 Q2 2023
Ogorek Anthony Joseph

BUY
 -
160
+ 1.42%
$56.1K - $75K
11.4K $9.07M
Jul 24, 2023 Q2 2023
Arcadia Investment Management Corp

BUY
 -
159
+ 31.8%
$55.8K - $74.6K
659 $524K
Jul 26, 2023 Q2 2023
Relaxing Retirement Coach

BUY
 -
157
+ 14.43%
$55.1K - $73.6K
1.25K $991K
Aug 03, 2023 Q2 2023
Pfg Investments, LLC

Woodbury, NY
BUY
 -
155
+ 6.73%
$54.4K - $72.7K
2.46K $1.95M
Jul 07, 2023 Q2 2023
Moody National Bank Trust Division

BUY
 -
154
+ 0.7%
$54K - $72.2K
22.2K $17.7M
Jul 18, 2023 Q2 2023
Cora Capital Advisors LLC

Marlton, NJ
BUY
 -
154
+ 16.11%
$54K - $72.2K
1.11K $883K
Aug 01, 2023 Q2 2023
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.

BUY
 -
154
New
$54K - $72.2K
154 $123K
Aug 07, 2023 Q2 2023
Deseret Mutual Benefit Administrators

BUY
 -
153
+ 3.69%
$53.7K - $71.8K
4.3K $3.42M
Jul 31, 2023 Q2 2023
Sargent Investment Group, LLC

BUY
 -
152
+ 7.03%
$53.3K - $71.3K
2.31K $1.84M
Jul 13, 2023 Q2 2023
Summit Financial Group, Inc.

BUY
 -
150
+ 1.31%
$52.6K - $70.3K
11.6K $9.2M
Jul 25, 2023 Q2 2023
Forza Wealth Management, LLC

Sarasota, FL
BUY
 -
150
+ 3.49%
$52.6K - $70.3K
4.45K $3.54M
Jul 31, 2023 Q2 2023
Callahan Advisors, LLC

BUY
 -
150
+ 17.05%
$52.6K - $70.3K
1.03K $820K
Aug 03, 2023 Q2 2023
Simmons Bank

BUY
 -
150
+ 2.03%
$52.6K - $70.3K
7.52K $5.99M
Aug 10, 2023 Q2 2023
Ritter Daniher Financial Advisory LLC

Cincinnati, OH
BUY
 -
150
+ 15.89%
$52.6K - $70.3K
1.09K $870K

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