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 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
59+ 63.44% |
$20.7K - $27.7K
|
152
$120K
|
|
|
Jul 25, 2023
Q2 2023
|
Jb Capital LLC
|
BUY
|
- |
59+ 7.66% |
$20.7K - $27.7K
|
829
$652K
|
|
|
Jul 27, 2023
Q2 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
59+ 3.68% |
$20.7K - $27.7K
|
1.66K
$1.31M
|
|
|
Aug 18, 2023
Q2 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
59+ 5.58% |
$20.7K - $27.7K
|
1.12K
$879K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
BUY
|
- |
58+ 2.07% |
$20.3K - $27.2K
|
2.86K
$2.25M
|
|
|
Jul 13, 2023
Q2 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
58+ 0.96% |
$20.3K - $27.2K
|
6.12K
$4.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
58+ 1.45% |
$20.3K - $27.2K
|
4.06K
$3.19M
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
57+ 45.97% |
$20K - $26.7K
|
181
$142K
|
|
|
Jul 21, 2023
Q2 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
56+ 4.19% |
$19.6K - $26.3K
|
1.39K
$1.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
56New |
$19.6K - $26.3K
|
56
$44.1K
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
56+ 2.51% |
$19.6K - $26.3K
|
2.28K
$1.8M
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
55+ 6.23% |
$19.3K - $25.8K
|
938
$738K
|
|
|
Jul 31, 2023
Q2 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
55+ 2.95% |
$19.3K - $25.8K
|
1.92K
$1.51M
|
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
55+ 0.59% |
$19.3K - $25.8K
|
9.32K
$7.34M
|
|
|
Aug 14, 2023
Q2 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
55+ 2.44% |
$19.3K - $25.8K
|
2.31K
$1.82M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
55+ 0.82% |
$19.3K - $25.8K
|
6.74K
$5.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
53+ 0.28% |
$18.6K - $24.9K
|
18.9K
$14.9M
|
|
|
Jul 19, 2023
Q2 2023
|
Weaver Consulting Group
|
BUY
|
- |
53+ 7.88% |
$18.6K - $24.9K
|
726
$571K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
BUY
|
- |
53+ 2.05% |
$18.6K - $24.9K
|
2.64K
$2.08M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
53+ 2.58% |
$18.6K - $24.9K
|
2.1K
$1.66M
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
52+ 1.96% |
$18.2K - $24.4K
|
2.71K
$2.13M
|
|
|
Jul 17, 2023
Q2 2023
|
Clarus Group, Inc.
|
BUY
|
- |
52+ 3.25% |
$18.2K - $24.4K
|
1.65K
$1.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
52+ 6.56% |
$18.2K - $24.4K
|
845
$665K
|
|
|
Aug 07, 2023
Q2 2023
|
Private Management Group Inc
|
BUY
|
- |
52+ 7.99% |
$18.2K - $24.4K
|
703
$553K
|
|
|
Jul 12, 2023
Q2 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
50+ 7.14% |
$17.5K - $23.4K
|
750
$590K
|
|
|
Jul 13, 2023
Q2 2023
|
Thompson Davis & Co., Inc.
|
BUY
|
- |
50+ 1.32% |
$17.5K - $23.4K
|
3.85K
$3.03M
|
|
|
Jul 24, 2023
Q2 2023
|
Citizens National Bank Trust Department
|
BUY
|
- |
50New |
$17.5K - $23.4K
|
50
$39.3K
|
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
50+ 0.17% |
$17.5K - $23.4K
|
30.3K
$23.9M
|
|
|
Jul 26, 2023
Q2 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
50+ 1.87% |
$17.5K - $23.4K
|
2.72K
$2.14M
|
|
|
Jul 31, 2023
Q2 2023
|
Meritage Portfolio Management
|
BUY
|
- |
50+ 0.99% |
$17.5K - $23.4K
|
5.1K
$4.01M
|
|
|
Aug 02, 2023
Q2 2023
|
Winthrop Advisory Group LLC
|
BUY
|
- |
50+ 2.82% |
$17.5K - $23.4K
|
1.82K
$1.43M
|
|
|
Aug 10, 2023
Q2 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
50+ 2.59% |
$17.5K - $23.4K
|
1.98K
$1.56M
|
|
|
Aug 04, 2023
Q2 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
49+ 0.66% |
$17.2K - $23K
|
7.45K
$5.87M
|
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
49+ 0.97% |
$17.2K - $23K
|
5.11K
$4.02M
|
|
|
Jul 10, 2023
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
48+ 1.1% |
$16.8K - $22.5K
|
4.42K
$3.48M
|
|
|
Aug 07, 2023
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
48+ 0.35% |
$16.8K - $22.5K
|
13.7K
$10.8M
|
|
|
Jun 14, 2024
Q2 2023
|
Quent Capital, LLC
|
BUY
|
- |
48+ 1.1% |
$16.8K - $22.5K
|
4.42K
$3.48M
|
|
|
Aug 29, 2024
Q2 2023
|
Waldron Private Wealth LLC
|
BUY
|
- |
48+ 0.35% |
$16.8K - $22.5K
|
13.7K
$10.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
47+ 0.92% |
$16.5K - $22K
|
5.16K
$4.06M
|
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
47+ 5.56% |
$16.5K - $22K
|
892
$702K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
47New |
$16.5K - $22K
|
47
$37K
|
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
46+ 0.1% |
$16.1K - $21.6K
|
46.8K
$36.8M
|
|
|
Jul 11, 2023
Q2 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
45+ 1.1% |
$15.8K - $21.1K
|
4.12K
$3.24M
|
|
|
Jul 12, 2023
Q2 2023
|
Platform Technology Partners
|
BUY
|
- |
45+ 2.2% |
$15.8K - $21.1K
|
2.09K
$1.64M
|
|
|
Jul 24, 2023
Q2 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
45+ 6.32% |
$15.8K - $21.1K
|
757
$596K
|
|
|
Jul 28, 2023
Q2 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
45+ 0.94% |
$15.8K - $21.1K
|
4.84K
$3.81M
|
|
|
Aug 03, 2023
Q2 2023
|
Dearborn Partners LLC
|
BUY
|
- |
45+ 0.97% |
$15.8K - $21.1K
|
4.68K
$3.68M
|
|
|
Jul 13, 2023
Q2 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
44+ 6.31% |
$15.4K - $20.6K
|
741
$583K
|
|
|
Aug 02, 2023
Q2 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
44+ 5.65% |
$15.4K - $20.6K
|
823
$648K
|
|
|
Oct 17, 2023
Q2 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
44+ 10.84% |
$15.4K - $20.6K
|
450
$354K
|