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 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
BUY
|
- |
15+ 0.05% |
$5.26K - $7.03K
|
29.3K
$23.1M
|
|
|
Aug 01, 2023
Q2 2023
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
14+ 2.13% |
$4.91K - $6.57K
|
670
$527K
|
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
14+ 0.52% |
$4.91K - $6.57K
|
2.72K
$2.14M
|
|
|
Aug 07, 2023
Q2 2023
|
Connable Office Inc
|
BUY
|
- |
14+ 0.13% |
$4.91K - $6.57K
|
10.5K
$8.25M
|
|
|
Jul 17, 2023
Q2 2023
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
13+ 19.12% |
$4.56K - $6.1K
|
81
$63.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
13+ 2.08% |
$4.56K - $6.1K
|
637
$501K
|
|
|
Aug 14, 2023
Q2 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
13+ 0.59% |
$4.56K - $6.1K
|
2.21K
$1.74M
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
12+ 0.97% |
$4.21K - $5.63K
|
1.25K
$987K
|
|
|
Jul 13, 2023
Q2 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
12+ 1.04% |
$4.21K - $5.63K
|
1.16K
$914K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
12New |
$4.21K - $5.63K
|
12
$9.44K
|
|
|
Jul 17, 2023
Q2 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
12+ 2.02% |
$4.21K - $5.63K
|
606
$477K
|
|
|
Aug 11, 2023
Q2 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
12+ 0.65% |
$4.21K - $5.63K
|
1.85K
$1.46M
|
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
BUY
|
- |
12+ 0.55% |
$4.21K - $5.63K
|
2.2K
$1.73M
|
|
|
Jul 13, 2023
Q2 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
11+ 0.16% |
$3.86K - $5.16K
|
6.69K
$5.26M
|
|
|
Jul 21, 2023
Q2 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
11+ 1.85% |
$3.86K - $5.16K
|
604
$475K
|
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
11+ 2.23% |
$3.86K - $5.16K
|
505
$397K
|
|
|
Aug 09, 2023
Q2 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
11+ 1.12% |
$3.86K - $5.16K
|
997
$785K
|
|
|
Aug 10, 2023
Q2 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
11+ 2.04% |
$3.86K - $5.16K
|
551
$434K
|
|
|
Aug 28, 2023
Q2 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
11+ 1.8% |
$3.86K - $5.16K
|
622
$489K
|
|
|
Feb 13, 2025
Q2 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
11+ 0.51% |
$3.86K - $5.16K
|
2.16K
$1.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
10+ 0.76% |
$3.51K - $4.69K
|
1.33K
$1.05M
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
10+ 0.18% |
$3.51K - $4.69K
|
5.62K
$4.42M
|
|
|
Jul 18, 2023
Q2 2023
|
Wealth Effects LLC
|
BUY
|
- |
10+ 0.76% |
$3.51K - $4.69K
|
1.32K
$1.04M
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
10+ 0.06% |
$3.51K - $4.69K
|
18K
$14.2M
|
|
|
Jul 31, 2023
Q2 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.83% |
$3.51K - $4.69K
|
1.22K
$957K
|
|
|
Jul 31, 2023
Q2 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
10+ 0.56% |
$3.51K - $4.69K
|
1.78K
$1.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
10+ 0.21% |
$3.51K - $4.69K
|
4.86K
$3.83M
|
|
|
Aug 04, 2023
Q2 2023
|
Wealth Trust Axiom LLC
|
BUY
|
- |
10+ 0.08% |
$3.51K - $4.69K
|
12.4K
$9.79M
|
|
|
Aug 08, 2023
Q2 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
10+ 0.81% |
$3.51K - $4.69K
|
1.25K
$981K
|
|
|
Aug 10, 2023
Q2 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
BUY
|
- |
10+ 0.83% |
$3.51K - $4.69K
|
1.21K
$954K
|
|
|
Aug 11, 2023
Q2 2023
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
10+ 0.21% |
$3.51K - $4.69K
|
4.87K
$3.83M
|
|
|
Aug 11, 2023
Q2 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
10+ 0.5% |
$3.51K - $4.69K
|
2K
$1.58M
|
|
|
Jul 03, 2023
Q2 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
9New |
$3.16K - $4.22K
|
9
$7.08K
|
|
|
Jul 13, 2023
Q2 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
9+ 0.3% |
$3.16K - $4.22K
|
3.04K
$2.39M
|
|
|
Jul 20, 2023
Q2 2023
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
9+ 4.04% |
$3.16K - $4.22K
|
232
$183K
|
|
|
Jul 21, 2023
Q2 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
9+ 0.57% |
$3.16K - $4.22K
|
1.59K
$1.25M
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
9+ 0.67% |
$3.16K - $4.22K
|
1.36K
$1.07M
|
|
|
Aug 08, 2023
Q2 2023
|
Excalibur Management Corp
|
BUY
|
- |
9+ 0.71% |
$3.16K - $4.22K
|
1.27K
$1M
|
|
|
Jul 11, 2023
Q2 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
8+ 0.14% |
$2.81K - $3.75K
|
5.79K
$4.55M
|
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
8+ 1.12% |
$2.81K - $3.75K
|
722
$568K
|
|
|
Aug 01, 2023
Q2 2023
|
Motive Wealth Advisors
|
BUY
|
- |
8+ 1.1% |
$2.81K - $3.75K
|
736
$579K
|
|
|
Aug 10, 2023
Q2 2023
|
Hollencrest Capital Management
|
BUY
|
- |
8+ 0.24% |
$2.81K - $3.75K
|
3.33K
$2.62M
|
|
|
Aug 11, 2023
Q2 2023
|
Sfmg, LLC
|
BUY
|
- |
8+ 0.27% |
$2.81K - $3.75K
|
3.01K
$2.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
8+ 0.37% |
$2.81K - $3.75K
|
2.18K
$1.72M
|
|
|
Aug 15, 2023
Q2 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
8+ 1.26% |
$2.81K - $3.75K
|
643
$506K
|
|
|
Jul 14, 2023
Q2 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
7+ 0.8% |
$2.46K - $3.28K
|
881
$693K
|
|
|
Jul 18, 2023
Q2 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
7+ 0.19% |
$2.46K - $3.28K
|
3.63K
$2.86M
|
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
7+ 7.0% |
$2.46K - $3.28K
|
107
$84.2K
|
|
|
Aug 07, 2023
Q2 2023
|
Investment Partners, Ltd.
|
BUY
|
- |
7+ 0.1% |
$2.46K - $3.28K
|
7.17K
$5.64M
|
|
|
Jul 11, 2023
Q2 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
6+ 1.06% |
$2.1K - $2.81K
|
570
$449K
|