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 03, 2023
Q2 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
43+ 1.97% |
$15.1K - $20.2K
|
2.22K
$1.75M
|
|
|
Aug 14, 2023
Q2 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
43+ 4.78% |
$15.1K - $20.2K
|
942
$741K
|
|
|
Jul 14, 2023
Q2 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
42+ 6.82% |
$14.7K - $19.7K
|
658
$518K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
42+ 0.81% |
$14.7K - $19.7K
|
5.2K
$4.09M
|
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
42+ 0.43% |
$14.7K - $19.7K
|
9.82K
$7.72M
|
|
|
Aug 07, 2023
Q2 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
42+ 5.94% |
$14.7K - $19.7K
|
749
$589K
|
|
|
Aug 15, 2023
Q2 2023
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
42+ 0.91% |
$14.7K - $19.7K
|
4.65K
$3.66M
|
|
|
Aug 01, 2023
Q2 2023
|
Paulson Wealth Management Inc.
|
BUY
|
- |
41+ 5.09% |
$14.4K - $19.2K
|
846
$666K
|
|
|
Jul 06, 2023
Q2 2023
|
Renaissance Investment Group LLC
|
BUY
|
- |
40+ 3.33% |
$14K - $18.8K
|
1.24K
$976K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
40+ 0.56% |
$14K - $18.8K
|
7.16K
$5.63M
|
|
|
Aug 11, 2023
Q2 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
40+ 1.45% |
$14K - $18.8K
|
2.8K
$2.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
40+ 7.62% |
$14K - $18.8K
|
565
$445K
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
39+ 0.7% |
$13.7K - $18.3K
|
5.64K
$4.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
39+ 5.84% |
$13.7K - $18.3K
|
707
$556K
|
|
|
Aug 11, 2023
Q2 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
39+ 1.59% |
$13.7K - $18.3K
|
2.5K
$1.96M
|
|
|
Aug 24, 2023
Q2 2023
|
Strategy Asset Managers LLC
|
BUY
|
- |
39+ 0.57% |
$13.7K - $18.3K
|
6.84K
$5.38M
|
|
|
Jul 19, 2023
Q2 2023
|
Ballast, Inc.
|
BUY
|
- |
38+ 0.77% |
$13.3K - $17.8K
|
4.95K
$3.89M
|
|
|
Aug 02, 2023
Q2 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
38+ 1.07% |
$13.3K - $17.8K
|
3.61K
$2.84M
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
38+ 2.15% |
$13.3K - $17.8K
|
1.8K
$1.42M
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
38+ 0.54% |
$13.3K - $17.8K
|
7.08K
$5.57M
|
|
|
Aug 07, 2023
Q2 2023
|
First Business Financial Services, Inc.
|
BUY
|
- |
38+ 0.64% |
$13.3K - $17.8K
|
6.02K
$4.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
38+ 0.49% |
$13.3K - $17.8K
|
7.82K
$6.16M
|
|
|
Aug 10, 2023
Q2 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
38+ 5.42% |
$13.3K - $17.8K
|
739
$582K
|
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
38+ 28.15% |
$13.3K - $17.8K
|
173
$136K
|
|
|
Jul 03, 2023
Q2 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
37+ 5.67% |
$13K - $17.4K
|
690
$543K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
37+ 1.86% |
$13K - $17.4K
|
2.03K
$1.6M
|
|
|
Jul 20, 2023
Q2 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
37+ 0.32% |
$13K - $17.4K
|
11.5K
$9.04M
|
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
37+ 3.5% |
$13K - $17.4K
|
1.09K
$861K
|
|
|
Dec 11, 2023
Q2 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
37+ 2.58% |
$13K - $17.4K
|
1.47K
$1.16M
|
|
|
Jul 17, 2023
Q2 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
36+ 1.33% |
$12.6K - $16.9K
|
2.75K
$2.16M
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
36+ 1.34% |
$12.6K - $16.9K
|
2.72K
$2.14M
|
|
|
Jul 17, 2023
Q2 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
35+ 3.48% |
$12.3K - $16.4K
|
1.04K
$818K
|
|
|
Jul 17, 2023
Q2 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
35+ 5.25% |
$12.3K - $16.4K
|
702
$552K
|
|
|
Jul 20, 2023
Q2 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
35+ 2.13% |
$12.3K - $16.4K
|
1.68K
$1.32M
|
|
|
Jul 20, 2023
Q2 2023
|
Cardinal Strategic Wealth Guidance
|
BUY
|
- |
35+ 4.33% |
$12.3K - $16.4K
|
843
$663K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
35+ 0.35% |
$12.3K - $16.4K
|
9.97K
$7.84M
|
|
|
Aug 03, 2023
Q2 2023
|
Tillman Hartley LLC
Orlando, FL |
BUY
|
- |
35+ 6.0% |
$12.3K - $16.4K
|
618
$486K
|
|
|
Aug 14, 2023
Q2 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
35+ 4.62% |
$12.3K - $16.4K
|
792
$623K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
35+ 159.09% |
$12.3K - $16.4K
|
57
$44.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
34+ 1.78% |
$11.9K - $15.9K
|
1.95K
$1.53M
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
34+ 3.37% |
$11.9K - $15.9K
|
1.04K
$820K
|
|
|
Jul 19, 2023
Q2 2023
|
Essex Savings Bank
|
BUY
|
- |
33+ 0.26% |
$11.6K - $15.5K
|
12.5K
$9.87M
|
|
|
Jul 24, 2023
Q2 2023
|
Kessler Investment Group, LLC
|
BUY
|
- |
33+ 5.19% |
$11.6K - $15.5K
|
669
$526K
|
|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
32+ 1.77% |
$11.2K - $15K
|
1.84K
$1.45M
|
|
|
Jul 13, 2023
Q2 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
31+ 4.45% |
$10.9K - $14.5K
|
727
$572K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
31+ 0.61% |
$10.9K - $14.5K
|
5.08K
$3.99M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
BUY
|
- |
31+ 0.58% |
$10.9K - $14.5K
|
5.41K
$4.25M
|
|
|
Aug 11, 2023
Q2 2023
|
Broadleaf Partners, LLC
Hudson, OH |
BUY
|
- |
31+ 0.16% |
$10.9K - $14.5K
|
19.7K
$15.5M
|
|
|
Aug 15, 2023
Q2 2023
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
31+ 0.68% |
$10.9K - $14.5K
|
4.59K
$3.61M
|
|
|
Jul 19, 2023
Q2 2023
|
Eastern Bank
|
BUY
|
- |
30+ 0.25% |
$10.5K - $14.1K
|
11.8K
$9.31M
|