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 24, 2023
Q2 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
30+ 6.0% |
$10.5K - $14.1K
|
530
$417K
|
|
|
Jul 28, 2023
Q2 2023
|
Marquette Asset Management, LLC
|
BUY
|
- |
30New |
$10.5K - $14.1K
|
30
$23.6K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
29+ 1.48% |
$10.2K - $13.6K
|
1.99K
$1.57M
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
BUY
|
- |
29+ 0.71% |
$10.2K - $13.6K
|
4.14K
$3.25M
|
|
|
Aug 02, 2023
Q2 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
28+ 4.4% |
$9.82K - $13.1K
|
665
$523K
|
|
|
Aug 08, 2023
Q2 2023
|
9258 Wealth Management, LLC
|
BUY
|
- |
28+ 0.53% |
$9.82K - $13.1K
|
5.31K
$4.18M
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
28+ 3.08% |
$9.82K - $13.1K
|
937
$737K
|
|
|
Jul 10, 2023
Q2 2023
|
Mc Lean Asset Management Corp
|
BUY
|
- |
26+ 1.84% |
$9.12K - $12.2K
|
1.44K
$1.13M
|
|
|
Jul 17, 2023
Q2 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
26+ 1.3% |
$9.12K - $12.2K
|
2.03K
$1.59M
|
|
|
Jul 13, 2023
Q2 2023
|
First United Bank & Trust
|
BUY
|
- |
25+ 2.18% |
$8.77K - $11.7K
|
1.17K
$921K
|
|
|
Jul 21, 2023
Q2 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
25+ 1.14% |
$8.77K - $11.7K
|
2.21K
$1.74M
|
|
|
Jul 26, 2023
Q2 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
25+ 2.21% |
$8.77K - $11.7K
|
1.16K
$910K
|
|
|
Aug 01, 2023
Q2 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
25+ 0.79% |
$8.77K - $11.7K
|
3.18K
$2.51M
|
|
|
Aug 02, 2023
Q2 2023
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
25+ 8.33% |
$8.77K - $11.7K
|
325
$256K
|
|
|
Aug 02, 2023
Q2 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
25+ 1.85% |
$8.77K - $11.7K
|
1.38K
$1.08M
|
|
|
Aug 09, 2023
Q2 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
25+ 1.31% |
$8.77K - $11.7K
|
1.93K
$1.52M
|
|
|
Aug 11, 2023
Q2 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
25+ 2.66% |
$8.77K - $11.7K
|
965
$759K
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
25+ 2.49% |
$8.77K - $11.7K
|
1.03K
$809K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
25+ 4.22% |
$8.77K - $11.7K
|
618
$486K
|
|
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
25+ 6.67% |
$8.77K - $11.7K
|
400
$315K
|
|
|
Jul 18, 2023
Q2 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
24+ 3.81% |
$8.42K - $11.3K
|
654
$515K
|
|
|
Aug 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
23+ 0.97% |
$8.07K - $10.8K
|
2.39K
$1.88M
|
|
|
Aug 08, 2023
Q2 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
23+ 0.16% |
$8.07K - $10.8K
|
14.7K
$11.5M
|
|
|
Jul 12, 2023
Q2 2023
|
Threadgill Financial, LLC
|
BUY
|
- |
22+ 1.44% |
$7.72K - $10.3K
|
1.55K
$1.22M
|
|
|
Jul 13, 2023
Q2 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
22+ 1.43% |
$7.72K - $10.3K
|
1.56K
$1.23M
|
|
|
Jul 14, 2023
Q2 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
22+ 0.47% |
$7.72K - $10.3K
|
4.73K
$3.72M
|
|
|
Jul 20, 2023
Q2 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
22+ 1.4% |
$7.72K - $10.3K
|
1.59K
$1.25M
|
|
|
Jul 20, 2023
Q2 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
22+ 0.52% |
$7.72K - $10.3K
|
4.24K
$3.34M
|
|
|
Aug 02, 2023
Q2 2023
|
Lathrop Investment Management Corp
|
BUY
|
- |
22+ 1.53% |
$7.72K - $10.3K
|
1.46K
$1.15M
|
|
|
Aug 07, 2023
Q2 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
22+ 1.58% |
$7.72K - $10.3K
|
1.42K
$1.11M
|
|
|
Aug 11, 2023
Q2 2023
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
22+ 2.29% |
$7.72K - $10.3K
|
982
$773K
|
|
|
Jan 02, 2024
Q2 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
22+ 2.99% |
$7.72K - $10.3K
|
759
$597K
|
|
|
Jul 19, 2023
Q2 2023
|
Highview Capital Management LLC
|
BUY
|
- |
21+ 0.33% |
$7.37K - $9.85K
|
6.47K
$5.09M
|
|
|
Jul 14, 2023
Q2 2023
|
Level Financial Advisors, Inc.
|
BUY
|
- |
20+ 5.59% |
$7.01K - $9.38K
|
378
$297K
|
|
|
Aug 01, 2023
Q2 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
20+ 2.09% |
$7.01K - $9.38K
|
977
$769K
|
|
|
Aug 07, 2023
Q2 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
20+ 0.9% |
$7.01K - $9.38K
|
2.23K
$1.76M
|
|
|
Jul 19, 2023
Q2 2023
|
Aspiriant, LLC
|
BUY
|
- |
19+ 2.79% |
$6.66K - $8.91K
|
699
$550K
|
|
|
Jul 31, 2023
Q2 2023
|
Opus Capital Group, LLC
|
BUY
|
- |
19+ 1.36% |
$6.66K - $8.91K
|
1.42K
$1.11M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
18+ 0.79% |
$6.31K - $8.44K
|
2.31K
$1.81M
|
|
|
Jul 27, 2023
Q2 2023
|
Scott & Selber, Inc.
|
BUY
|
- |
18+ 0.85% |
$6.31K - $8.44K
|
2.14K
$1.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
BUY
|
- |
18+ 19.57% |
$6.31K - $8.44K
|
110
$86.6K
|
|
|
Aug 11, 2023
Q2 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
18+ 2.19% |
$6.31K - $8.44K
|
840
$661K
|
|
|
Jul 17, 2023
Q2 2023
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
17+ 0.14% |
$5.96K - $7.97K
|
12.4K
$9.72M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
17+ 1.34% |
$5.96K - $7.97K
|
1.28K
$1.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
17+ 0.41% |
$5.96K - $7.97K
|
4.15K
$3.26M
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
16+ 5.46% |
$5.61K - $7.5K
|
309
$243K
|
|
|
Dec 11, 2023
Q2 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
16+ 0.73% |
$5.61K - $7.5K
|
2.22K
$1.75M
|
|
|
Aug 08, 2023
Q2 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
15+ 6.58% |
$5.26K - $7.03K
|
243
$191K
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
15+ 0.12% |
$5.26K - $7.03K
|
12.3K
$9.65M
|
|
|
Aug 14, 2023
Q2 2023
|
American Trust Investment Advisors, LLC
|
BUY
|
- |
15+ 1.32% |
$5.26K - $7.03K
|
1.15K
$903K
|