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 09, 2023
Q2 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
149+ 1.39% |
$52.3K - $69.9K
|
10.8K
$8.62M
|
|
Aug 08, 2023
Q2 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
148+ 7.19% |
$51.9K - $69.4K
|
2.21K
$1.76M
|
|
Jul 20, 2023
Q2 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
147+ 14.53% |
$51.6K - $68.9K
|
1.16K
$922K
|
|
Aug 08, 2023
Q2 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
147+ 1.6% |
$51.6K - $68.9K
|
9.31K
$7.41M
|
|
Aug 02, 2023
Q2 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
146+ 0.77% |
$51.2K - $68.5K
|
19.1K
$15.2M
|
|
Aug 11, 2023
Q2 2023
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
145+ 18.73% |
$50.9K - $68K
|
919
$731K
|
|
Aug 08, 2023
Q2 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
144+ 0.28% |
$50.5K - $67.5K
|
51K
$40.6M
|
|
Aug 14, 2023
Q2 2023
|
Cmg Global Holdings, LLC
|
BUY
|
- |
142+ 3.41% |
$49.8K - $66.6K
|
4.31K
$3.43M
|
|
Jul 28, 2023
Q2 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
140+ 4.83% |
$49.1K - $65.7K
|
3.04K
$2.42M
|
|
Jul 13, 2023
Q2 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
138+ 0.37% |
$48.4K - $64.7K
|
37.1K
$29.5M
|
|
Aug 08, 2023
Q2 2023
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
138+ 6.64% |
$48.4K - $64.7K
|
2.22K
$1.76M
|
|
Aug 07, 2023
Q2 2023
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
137+ 14.91% |
$48.1K - $64.3K
|
1.06K
$840K
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
137+ 2.52% |
$48.1K - $64.3K
|
5.57K
$4.43M
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
136+ 7.37% |
$47.7K - $63.8K
|
1.98K
$1.58M
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
136+ 61.82% |
$47.7K - $63.8K
|
356
$283K
|
|
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
136+ 2.26% |
$47.7K - $63.8K
|
6.15K
$4.9M
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
135+ 19.97% |
$47.3K - $63.3K
|
811
$645K
|
|
Aug 14, 2023
Q2 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
135+ 8.13% |
$47.3K - $63.3K
|
1.8K
$1.43M
|
|
Jul 18, 2023
Q2 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
134+ 20.46% |
$47K - $62.8K
|
789
$628K
|
|
Jul 20, 2023
Q2 2023
|
Mill Capital Management, LLC
|
BUY
|
- |
134+ 8.03% |
$47K - $62.8K
|
1.8K
$1.43M
|
|
Aug 14, 2023
Q2 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
133+ 2.79% |
$46.6K - $62.4K
|
4.91K
$3.9M
|
|
Jul 17, 2023
Q2 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
132+ 4.56% |
$46.3K - $61.9K
|
3.02K
$2.41M
|
|
Jul 26, 2023
Q2 2023
|
Arlington Partners LLC
|
BUY
|
- |
132+ 21.75% |
$46.3K - $61.9K
|
739
$588K
|
|
Aug 02, 2023
Q2 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
132+ 3.0% |
$46.3K - $61.9K
|
4.53K
$3.6M
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
131+ 11.02% |
$45.9K - $61.4K
|
1.32K
$1.05M
|
|
Jul 26, 2023
Q2 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
131+ 8.39% |
$45.9K - $61.4K
|
1.69K
$1.35M
|
|
Aug 14, 2023
Q2 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
130+ 5.64% |
$45.6K - $61K
|
2.44K
$1.94M
|
|
Aug 14, 2023
Q2 2023
|
Centric Wealth Management
|
BUY
|
- |
128+ 0.91% |
$44.9K - $60K
|
14.2K
$11.3M
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
127New |
$44.5K - $59.6K
|
127
$101K
|
|
Aug 01, 2023
Q2 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
126+ 7.9% |
$44.2K - $59.1K
|
1.72K
$1.37M
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
126+ 36.73% |
$44.2K - $59.1K
|
469
$373K
|
|
Jul 20, 2023
Q2 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
125+ 7.54% |
$43.8K - $58.6K
|
1.78K
$1.42M
|
|
Jul 31, 2023
Q2 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
125+ 11.73% |
$43.8K - $58.6K
|
1.19K
$948K
|
|
Jul 26, 2023
Q2 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
124+ 11.08% |
$43.5K - $58.2K
|
1.24K
$989K
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
123+ 1.95% |
$43.1K - $57.7K
|
6.43K
$5.12M
|
|
Aug 14, 2023
Q2 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
123+ 10.34% |
$43.1K - $57.7K
|
1.31K
$1.04M
|
|
Jul 18, 2023
Q2 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
122+ 3.49% |
$42.8K - $57.2K
|
3.62K
$2.88M
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
121+ 7.43% |
$42.4K - $56.7K
|
1.75K
$1.39M
|
|
Aug 14, 2023
Q2 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
121+ 216.07% |
$42.4K - $56.7K
|
177
$141K
|
|
Jul 13, 2023
Q2 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
120+ 1.76% |
$42.1K - $56.3K
|
6.92K
$5.51M
|
|
Aug 04, 2023
Q2 2023
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
120+ 17.6% |
$42.1K - $56.3K
|
802
$638K
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
BUY
|
- |
119+ 0.51% |
$41.7K - $55.8K
|
23.5K
$18.7M
|
|
Jul 14, 2023
Q2 2023
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
118+ 0.51% |
$41.4K - $55.3K
|
23.2K
$18.5M
|
|
Jul 18, 2023
Q2 2023
|
Lake Street Financial LLC
|
BUY
|
- |
117+ 1.57% |
$41K - $54.9K
|
7.59K
$6.04M
|
|
Jul 24, 2023
Q2 2023
|
Altshuler Shaham LTD
|
BUY
|
- |
116+ 0.6% |
$40.7K - $54.4K
|
19.4K
$15.5M
|
|
Aug 08, 2023
Q2 2023
|
First Pacific Financial
|
BUY
|
- |
116New |
$40.7K - $54.4K
|
116
$92.3K
|
|
Aug 14, 2023
Q2 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
115+ 17.24% |
$40.3K - $53.9K
|
782
$622K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
114+ 20.07% |
$40K - $53.5K
|
682
$543K
|
|
Aug 11, 2023
Q2 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
113+ 1.41% |
$39.6K - $53K
|
8.14K
$6.47M
|
|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
BUY
|
- |
111+ 9.5% |
$38.9K - $52.1K
|
1.28K
$1.02M
|