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 |
|---|---|---|---|---|---|---|---|
|
Mar 11, 2025
Q2 2023
|
Private Capital Management LLC
|
BUY
|
- |
83+ 5.32% |
$29.1K - $38.9K
|
1.64K
$1.32M
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
82+ 2.16% |
$28.8K - $38.5K
|
3.87K
$3.12M
|
|
|
Aug 08, 2023
Q2 2023
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
81+ 4.68% |
$28.4K - $38K
|
1.81K
$1.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
79+ 0.26% |
$27.7K - $37K
|
30.9K
$24.9M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
79+ 5.06% |
$27.7K - $37K
|
1.64K
$1.32M
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
79+ 5.87% |
$27.7K - $37K
|
1.42K
$1.15M
|
|
|
Jul 24, 2023
Q2 2023
|
Center For Asset Management LLC
|
BUY
|
- |
78+ 13.38% |
$27.4K - $36.6K
|
661
$532K
|
|
|
Jul 28, 2023
Q2 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
78+ 0.53% |
$27.4K - $36.6K
|
14.8K
$11.9M
|
|
|
Aug 02, 2023
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
78+ 2.94% |
$27.4K - $36.6K
|
2.73K
$2.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
78+ 7.92% |
$27.4K - $36.6K
|
1.06K
$856K
|
|
|
Jul 12, 2023
Q2 2023
|
Piscataqua Savings Bank
|
BUY
|
- |
75+ 9.69% |
$26.3K - $35.2K
|
849
$684K
|
|
|
Aug 08, 2023
Q2 2023
|
Hyman Charles D
|
BUY
|
- |
75+ 0.46% |
$26.3K - $35.2K
|
16.2K
$13.1M
|
|
|
Jul 20, 2023
Q2 2023
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
74+ 7.55% |
$26K - $34.7K
|
1.05K
$849K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
74+ 1.94% |
$26K - $34.7K
|
3.89K
$3.13M
|
|
|
Jul 27, 2023
Q2 2023
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
74+ 4.74% |
$26K - $34.7K
|
1.63K
$1.32M
|
|
|
Jul 31, 2023
Q2 2023
|
Strategic Advisors LLC
|
BUY
|
- |
73+ 7.19% |
$25.6K - $34.2K
|
1.09K
$877K
|
|
|
Aug 02, 2023
Q2 2023
|
Mastrapasqua Asset Management Inc
|
BUY
|
- |
73+ 0.17% |
$25.6K - $34.2K
|
44.2K
$35.6M
|
|
|
Jul 05, 2023
Q2 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
72+ 0.9% |
$25.3K - $33.8K
|
8.1K
$6.53M
|
|
|
Aug 09, 2023
Q2 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
71+ 0.63% |
$24.9K - $33.3K
|
11.3K
$9.07M
|
|
|
Jul 20, 2023
Q2 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
70+ 9.25% |
$24.6K - $32.8K
|
827
$666K
|
|
|
Aug 08, 2023
Q2 2023
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
70+ 5.19% |
$24.6K - $32.8K
|
1.42K
$1.14M
|
|
|
Aug 08, 2023
Q2 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
70+ 10.82% |
$24.6K - $32.8K
|
717
$577K
|
|
|
Aug 09, 2023
Q2 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
70+ 11.02% |
$24.6K - $32.8K
|
705
$568K
|
|
|
Aug 11, 2023
Q2 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
70+ 31.25% |
$24.6K - $32.8K
|
294
$237K
|
|
|
Aug 14, 2023
Q2 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
70+ 8.43% |
$24.6K - $32.8K
|
900
$725K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
69+ 6.03% |
$24.2K - $32.4K
|
1.21K
$977K
|
|
|
Jul 28, 2023
Q2 2023
|
Key F Inancial Inc
|
BUY
|
- |
68+ 10.95% |
$23.9K - $31.9K
|
689
$555K
|
|
|
Aug 07, 2023
Q2 2023
|
Safeguard Financial, LLC
|
BUY
|
- |
68New |
$23.9K - $31.9K
|
68
$54.8K
|
|
|
Aug 07, 2023
Q2 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
68+ 4.0% |
$23.9K - $31.9K
|
1.77K
$1.42M
|
|
|
Jul 17, 2023
Q2 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
67+ 2.62% |
$23.5K - $31.4K
|
2.62K
$2.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
67+ 0.67% |
$23.5K - $31.4K
|
10K
$8.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
67+ 29.65% |
$23.5K - $31.4K
|
293
$236K
|
|
|
Jul 20, 2023
Q2 2023
|
Optas, LLC
|
BUY
|
- |
66+ 5.58% |
$23.1K - $31K
|
1.25K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
66+ 91.67% |
$23.1K - $31K
|
138
$111K
|
|
|
Jul 12, 2023
Q2 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
65+ 1.11% |
$22.8K - $30.5K
|
5.94K
$4.79M
|
|
|
Jul 20, 2023
Q2 2023
|
Beacon Financial Group
|
BUY
|
- |
65+ 7.24% |
$22.8K - $30.5K
|
963
$776K
|
|
|
Aug 10, 2023
Q2 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
65+ 9.43% |
$22.8K - $30.5K
|
754
$607K
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Enhancement & Preservation Of Ga, LLC
Alpharetta, GA |
BUY
|
- |
64+ 3.1% |
$22.4K - $30K
|
2.13K
$1.71M
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
62+ 0.53% |
$21.7K - $29.1K
|
11.8K
$9.5M
|
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
62+ 15.62% |
$21.7K - $29.1K
|
459
$370K
|
|
|
Jul 26, 2023
Q2 2023
|
First American Trust, Fsb
|
BUY
|
- |
62+ 0.19% |
$21.7K - $29.1K
|
32.1K
$25.8M
|
|
|
Aug 08, 2023
Q2 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
62+ 9.35% |
$21.7K - $29.1K
|
725
$584K
|
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
- |
62+ 3.82% |
$21.7K - $29.1K
|
1.68K
$1.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
62+ 0.25% |
$21.7K - $29.1K
|
24.9K
$20M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
62+ 1.0% |
$21.7K - $29.1K
|
6.27K
$5.05M
|
|
|
Jul 13, 2023
Q2 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
61+ 2.34% |
$21.4K - $28.6K
|
2.67K
$2.15M
|
|
|
Jul 24, 2023
Q2 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
61+ 6.62% |
$21.4K - $28.6K
|
983
$792K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
61+ 0.44% |
$21.4K - $28.6K
|
13.9K
$11.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
60+ 1.69% |
$21K - $28.1K
|
3.61K
$2.91M
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
60+ 0.78% |
$21K - $28.1K
|
7.77K
$6.26M
|