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 |
---|---|---|---|---|---|---|---|
Jul 14, 2023
Q2 2023
|
Five Oceans Advisors
|
BUY
|
- |
111+ 9.5% |
$38.9K - $52.1K
|
1.28K
$1.07M
|
|
Jul 18, 2023
Q2 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
110+ 13.68% |
$38.6K - $51.6K
|
914
$766K
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
109+ 6.41% |
$38.2K - $51.1K
|
1.81K
$1.52M
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
109+ 8.79% |
$38.2K - $51.1K
|
1.35K
$1.13M
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
109+ 4.49% |
$38.2K - $51.1K
|
2.54K
$2.13M
|
|
Jul 26, 2023
Q2 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
108+ 2.28% |
$37.9K - $50.6K
|
4.85K
$4.06M
|
|
Aug 08, 2023
Q2 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
107+ 13.68% |
$37.5K - $50.2K
|
889
$745K
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
107+ 2.22% |
$37.5K - $50.2K
|
4.93K
$4.13M
|
|
Nov 16, 2023
Q2 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
107+ 65.24% |
$37.5K - $50.2K
|
271
$227K
|
|
Aug 14, 2023
Q2 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
106+ 3.15% |
$37.2K - $49.7K
|
3.47K
$2.91M
|
|
Jul 21, 2023
Q2 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
105+ 9.48% |
$36.8K - $49.2K
|
1.21K
$1.02M
|
|
Aug 03, 2023
Q2 2023
|
New Square Capital LLC
|
BUY
|
- |
104+ 75.91% |
$36.5K - $48.8K
|
241
$202K
|
|
Aug 09, 2023
Q2 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
BUY
|
- |
104+ 0.47% |
$36.5K - $48.8K
|
22.4K
$18.8M
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
BUY
|
- |
103+ 29.6% |
$36.1K - $48.3K
|
451
$378K
|
|
Jul 25, 2023
Q2 2023
|
Albion Financial Group
|
BUY
|
- |
102+ 9.96% |
$35.8K - $47.8K
|
1.13K
$943K
|
|
Jul 31, 2023
Q2 2023
|
Parnassus Investments, LLC
|
BUY
|
- |
102+ 9.89% |
$35.8K - $47.8K
|
1.13K
$949K
|
|
Aug 08, 2023
Q2 2023
|
Magnolia Capital Advisors LLC
Jackson, MS |
BUY
|
- |
102+ 4.72% |
$35.8K - $47.8K
|
2.26K
$1.89M
|
|
Jul 28, 2023
Q2 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
101+ 0.67% |
$35.4K - $47.4K
|
15.1K
$12.6M
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
100+ 1.77% |
$35.1K - $46.9K
|
5.75K
$4.82M
|
|
Jul 13, 2023
Q2 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
100+ 11.09% |
$35.1K - $46.9K
|
1K
$839K
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
100+ 4.31% |
$35.1K - $46.9K
|
2.42K
$2.03M
|
|
Aug 02, 2023
Q2 2023
|
Pavion Blue Capital, LLC
|
BUY
|
- |
100+ 3.52% |
$35.1K - $46.9K
|
2.94K
$2.46M
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
100+ 3.5% |
$35.1K - $46.9K
|
2.96K
$2.48M
|
|
Aug 11, 2023
Q2 2023
|
Front Barnett Associates LLC
Chicago, IL |
BUY
|
- |
100+ 3.17% |
$35.1K - $46.9K
|
3.26K
$2.73M
|
|
Jul 31, 2023
Q2 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
98+ 14.94% |
$34.4K - $46K
|
754
$632K
|
|
Jul 28, 2023
Q2 2023
|
Shilanski & Associates, Inc.
|
BUY
|
- |
97+ 2.53% |
$34K - $45.5K
|
3.94K
$3.3M
|
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
97+ 0.77% |
$34K - $45.5K
|
12.7K
$10.6M
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
95+ 63.33% |
$33.3K - $44.6K
|
245
$205K
|
|
Aug 02, 2023
Q2 2023
|
Jsf Financial, LLC
|
BUY
|
- |
95+ 9.48% |
$33.3K - $44.6K
|
1.1K
$919K
|
|
Aug 02, 2023
Q2 2023
|
Mai Capital Management
|
BUY
|
- |
95+ 0.1% |
$33.3K - $44.6K
|
93.1K
$78M
|
|
Aug 14, 2023
Q2 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
95+ 3.67% |
$33.3K - $44.6K
|
2.69K
$2.25M
|
|
Jul 12, 2023
Q2 2023
|
Lantz Financial LLC
|
BUY
|
- |
94+ 9.25% |
$33K - $44.1K
|
1.11K
$930K
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
93+ 2.16% |
$32.6K - $43.6K
|
4.4K
$3.69M
|
|
Jul 24, 2023
Q2 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
92+ 8.36% |
$32.3K - $43.1K
|
1.19K
$999K
|
|
Aug 10, 2023
Q2 2023
|
Index Fund Advisors, Inc.
|
BUY
|
- |
91+ 14.29% |
$31.9K - $42.7K
|
728
$610K
|
|
Aug 10, 2023
Q2 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
91+ 13.56% |
$31.9K - $42.7K
|
762
$638K
|
|
Aug 28, 2024
Q2 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
91+ 3.0% |
$31.9K - $42.7K
|
3.12K
$2.61M
|
|
Jul 06, 2023
Q2 2023
|
Abacus Planning Group, Inc.
|
BUY
|
- |
90+ 4.99% |
$31.6K - $42.2K
|
1.89K
$1.58M
|
|
Jul 07, 2023
Q2 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
90+ 0.63% |
$31.6K - $42.2K
|
14.3K
$12M
|
|
Jul 18, 2023
Q2 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
90+ 14.02% |
$31.6K - $42.2K
|
732
$613K
|
|
Jul 20, 2023
Q2 2023
|
Keudell
|
BUY
|
- |
90+ 2.52% |
$31.6K - $42.2K
|
3.66K
$3.07M
|
|
Aug 14, 2023
Q2 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
89+ 6.38% |
$31.2K - $41.7K
|
1.48K
$1.24M
|
|
Jul 10, 2023
Q2 2023
|
Cva Family Office, LLC
|
BUY
|
- |
88+ 3.78% |
$30.9K - $41.3K
|
2.42K
$2.03M
|
|
Jul 21, 2023
Q2 2023
|
Activest Wealth Management
|
BUY
|
- |
88New |
$30.9K - $41.3K
|
88
$73.7K
|
|
Jul 25, 2023
Q2 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
88+ 0.81% |
$30.9K - $41.3K
|
10.9K
$9.15M
|
|
Jul 26, 2023
Q2 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
88+ 0.13% |
$30.9K - $41.3K
|
67.1K
$56.2M
|
|
Jul 27, 2023
Q2 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
88+ 12.46% |
$30.9K - $41.3K
|
794
$665K
|
|
Jul 13, 2023
Q2 2023
|
Iam Advisory, LLC
|
BUY
|
- |
86+ 1.26% |
$30.2K - $40.3K
|
6.91K
$5.79M
|
|
Jun 28, 2024
Q2 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
86+ 4.34% |
$30.2K - $40.3K
|
2.07K
$1.73M
|
|
Mar 11, 2025
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
83+ 5.32% |
$29.1K - $38.9K
|
1.64K
$1.38M
|