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
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
6+ 0.21% |
$2.1K - $2.81K
|
2.91K
$2.31M
|
|
|
Aug 04, 2023
Q2 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
6+ 0.02% |
$2.1K - $2.81K
|
27.7K
$22M
|
|
|
Aug 30, 2023
Q2 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
6+ 0.32% |
$2.1K - $2.81K
|
1.89K
$1.5M
|
|
|
Jul 11, 2023
Q2 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
5+ 0.61% |
$1.75K - $2.34K
|
826
$656K
|
|
|
Jul 13, 2023
Q2 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
5+ 0.05% |
$1.75K - $2.34K
|
9.38K
$7.45M
|
|
|
Jul 14, 2023
Q2 2023
|
Navalign, LLC
|
BUY
|
- |
5+ 0.25% |
$1.75K - $2.34K
|
2.01K
$1.6M
|
|
|
Jul 19, 2023
Q2 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
5+ 0.49% |
$1.75K - $2.34K
|
1.03K
$820K
|
|
|
Jul 20, 2023
Q2 2023
|
Gleason Group, Inc.
|
BUY
|
- |
5+ 0.22% |
$1.75K - $2.34K
|
2.28K
$1.81M
|
|
|
Jul 21, 2023
Q2 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
5+ 0.24% |
$1.75K - $2.34K
|
2.06K
$1.64M
|
|
|
Jul 27, 2023
Q2 2023
|
Verus Financial Partners, Inc.
|
BUY
|
- |
5+ 0.96% |
$1.75K - $2.34K
|
528
$419K
|
|
|
Jul 28, 2023
Q2 2023
|
Howland Capital Management LLC
|
BUY
|
- |
5+ 0.09% |
$1.75K - $2.34K
|
5.83K
$4.63M
|
|
|
Aug 08, 2023
Q2 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
5+ 0.07% |
$1.75K - $2.34K
|
7.23K
$5.74M
|
|
|
Aug 14, 2023
Q2 2023
|
Trellis Advisors, LLC
|
BUY
|
- |
5+ 0.12% |
$1.75K - $2.34K
|
4.3K
$3.41M
|
|
|
Jul 13, 2023
Q2 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
4+ 0.44% |
$1.4K - $1.88K
|
914
$726K
|
|
|
Jul 27, 2023
Q2 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
4+ 0.67% |
$1.4K - $1.88K
|
603
$479K
|
|
|
Jul 28, 2023
Q2 2023
|
Private Trust CO Na
|
BUY
|
- |
4+ 0.04% |
$1.4K - $1.88K
|
10.3K
$8.16M
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
BUY
|
- |
4+ 0.32% |
$1.4K - $1.88K
|
1.25K
$991K
|
|
|
Jul 31, 2023
Q2 2023
|
Provident Wealth Management, LLC
|
BUY
|
- |
4+ 0.31% |
$1.4K - $1.88K
|
1.3K
$1.03M
|
|
|
Aug 01, 2023
Q2 2023
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
4+ 0.24% |
$1.4K - $1.88K
|
1.65K
$1.31M
|
|
|
Aug 03, 2023
Q2 2023
|
Jnba Financial Advisors
|
BUY
|
- |
4+ 0.74% |
$1.4K - $1.88K
|
548
$435K
|
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
4+ 0.5% |
$1.4K - $1.88K
|
804
$638K
|
|
|
Sep 12, 2023
Q2 2023
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
4New |
$1.4K - $1.88K
|
4
$3.18K
|
|
|
Jul 07, 2023
Q2 2023
|
Divergent Wealth Advisors
|
BUY
|
- |
3+ 0.25% |
$1.05K - $1.41K
|
1.2K
$951K
|
|
|
Jul 14, 2023
Q2 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
3+ 0.38% |
$1.05K - $1.41K
|
801
$636K
|
|
|
Jul 19, 2023
Q2 2023
|
25 LLC
St. Louis, MO |
BUY
|
- |
3+ 60.0% |
$1.05K - $1.41K
|
8
$6.35K
|
|
|
Jul 20, 2023
Q2 2023
|
Powers Advisory Group, LLC
|
BUY
|
- |
3+ 0.08% |
$1.05K - $1.41K
|
3.55K
$2.82M
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.04% |
$1.05K - $1.41K
|
7.21K
$5.73M
|
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
3+ 0.04% |
$1.05K - $1.41K
|
7.08K
$5.62M
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
BUY
|
- |
3+ 0.09% |
$1.05K - $1.41K
|
3.27K
$2.59M
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3+ 0.49% |
$1.05K - $1.41K
|
612
$486K
|
|
|
Jul 07, 2023
Q2 2023
|
Woodstock Corp
|
BUY
|
- |
2+ 0.02% |
$701 - $938
|
8.48K
$6.73M
|
|
|
Jul 12, 2023
Q2 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2+ 0.24% |
$701 - $938
|
835
$663K
|
|
|
Jul 19, 2023
Q2 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
BUY
|
- |
2+ 0.1% |
$701 - $938
|
2.09K
$1.66M
|
|
|
Jul 24, 2023
Q2 2023
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2+ 0.12% |
$701 - $938
|
1.7K
$1.35M
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
2+ 0.18% |
$701 - $938
|
1.11K
$884K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2+ 0.06% |
$701 - $938
|
3.42K
$2.71M
|
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.2% |
$701 - $938
|
998
$793K
|
|
|
Aug 10, 2023
Q2 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2+ 0.17% |
$701 - $938
|
1.16K
$917K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2+ 0.09% |
$701 - $938
|
2.29K
$1.82M
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
2+ 0.15% |
$701 - $938
|
1.32K
$1.05M
|
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.04% |
$351 - $469
|
2.46K
$1.95M
|
|
|
Jul 05, 2023
Q2 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
1+ 0.02% |
$351 - $469
|
4.19K
$3.32M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
BUY
|
- |
1+ 0.12% |
$351 - $469
|
833
$662K
|
|
|
Jul 10, 2023
Q2 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1+ 0.1% |
$351 - $469
|
1.02K
$809K
|
|
|
Jul 11, 2023
Q2 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
1+ 0.15% |
$351 - $469
|
679
$539K
|
|
|
Jul 11, 2023
Q2 2023
|
Vigilare Wealth Management
|
BUY
|
- |
1+ 0.03% |
$351 - $469
|
3.26K
$2.59M
|
|
|
Jul 11, 2023
Q2 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
1+ 0.06% |
$351 - $469
|
1.57K
$1.24M
|
|
|
Jul 12, 2023
Q2 2023
|
Signal Point Asset Management, LLC
|
BUY
|
- |
1+ 0.07% |
$351 - $469
|
1.49K
$1.18M
|
|
|
Jul 12, 2023
Q2 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
1+ 0.02% |
$351 - $469
|
5.63K
$4.47M
|
|
|
Jul 13, 2023
Q2 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1+ 0.09% |
$351 - $469
|
1.07K
$851K
|