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 13, 2023
Q2 2023
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1+ 0.12% |
$351 - $469
|
839
$657K
|
|
|
Jul 17, 2023
Q2 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
1+ 0.03% |
$351 - $469
|
3.3K
$2.59M
|
|
|
Jul 17, 2023
Q2 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1+ 0.16% |
$351 - $469
|
608
$476K
|
|
|
Jul 20, 2023
Q2 2023
|
Nvest Financial, LLC
|
BUY
|
- |
1+ 0.06% |
$351 - $469
|
1.54K
$1.21M
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
1+ 0.11% |
$351 - $469
|
879
$688K
|
|
|
Jul 25, 2023
Q2 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
1+ 0.08% |
$351 - $469
|
1.25K
$978K
|
|
|
Jul 27, 2023
Q2 2023
|
Horan Securities, Inc.
|
BUY
|
- |
1+ 0.55% |
$351 - $469
|
182
$143K
|
|
|
Jul 28, 2023
Q2 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1+ 0.01% |
$351 - $469
|
11K
$8.63M
|
|
|
Jul 28, 2023
Q2 2023
|
First Personal Financial Services
|
BUY
|
- |
1+ 0.34% |
$351 - $469
|
292
$229K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1+ 0.02% |
$351 - $469
|
5.27K
$4.13M
|
|
|
Aug 01, 2023
Q2 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
1+ 0.16% |
$351 - $469
|
618
$484K
|
|
|
Aug 02, 2023
Q2 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
1+ 0.16% |
$351 - $469
|
634
$497K
|
|
|
Aug 03, 2023
Q2 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1+ 0.83% |
$351 - $469
|
122
$95.5K
|
|
|
Aug 04, 2023
Q2 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.22% |
$351 - $469
|
452
$354K
|
|
|
Aug 04, 2023
Q2 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 0.29% |
$351 - $469
|
341
$267K
|
|
|
Aug 08, 2023
Q2 2023
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
1+ 0.05% |
$351 - $469
|
2.07K
$1.62M
|
|
|
Aug 09, 2023
Q2 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
1+ 0.11% |
$351 - $469
|
877
$687K
|
|
|
Aug 10, 2023
Q2 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
1+ 0.08% |
$351 - $469
|
1.2K
$943K
|
|
|
Aug 11, 2023
Q2 2023
|
Lansing Street Advisors
|
BUY
|
- |
1+ 0.16% |
$351 - $469
|
643
$504K
|
|
|
Aug 14, 2023
Q2 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.04% |
$351 - $469
|
2.8K
$2.19M
|
|
|
Mar 11, 2024
Q2 2023
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
1+ 0.17% |
$351 - $469
|
585
$458K
|
|
|
Aug 11, 2023
Q2 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-1- 0.04% |
$351 - $469
|
2.26K
$1.77M
|
|
|
Jul 20, 2023
Q2 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-1- 0.15% |
$351 - $469
|
675
$529K
|
|
|
Jul 21, 2023
Q2 2023
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-1- 0.11% |
$351 - $469
|
941
$737K
|
|
|
Jul 26, 2023
Q2 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1- 0.03% |
$351 - $469
|
3.06K
$2.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
SELL
|
- |
-1- 0.15% |
$351 - $469
|
662
$518K
|
|
|
Jul 10, 2023
Q2 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-2- 0.49% |
$701 - $938
|
407
$319K
|
|
|
Jul 11, 2023
Q2 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-2- 0.06% |
$701 - $938
|
3.09K
$2.42M
|
|
|
Jul 19, 2023
Q2 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-2- 0.06% |
$701 - $938
|
3.41K
$2.67M
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-2- 2.27% |
$701 - $938
|
86
$67.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-2- 0.34% |
$701 - $938
|
595
$466K
|
|
|
Jul 11, 2023
Q2 2023
|
Advisory Resource Group
|
SELL
|
- |
-3- 0.49% |
$1.05K - $1.41K
|
612
$479K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-3- 0.03% |
$1.05K - $1.41K
|
10.7K
$8.34M
|
|
|
Jul 31, 2023
Q2 2023
|
Heritage Financial Services, LLC
|
SELL
|
- |
-3- 0.18% |
$1.05K - $1.41K
|
1.66K
$1.3M
|
|
|
Jul 31, 2023
Q2 2023
|
Curi Wealth Management, LLC
|
SELL
|
- |
-3- 0.48% |
$1.05K - $1.41K
|
619
$485K
|
|
|
Aug 03, 2023
Q2 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-3- 0.41% |
$1.05K - $1.41K
|
720
$564K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-3- 0.25% |
$1.05K - $1.41K
|
1.18K
$926K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-3- 0.1% |
$1.05K - $1.41K
|
3.03K
$2.37M
|
|
|
Aug 04, 2023
Q2 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-3- 0.42% |
$1.05K - $1.41K
|
710
$556K
|
|
|
Aug 07, 2023
Q2 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-3- 0.81% |
$1.05K - $1.41K
|
368
$288K
|
|
|
Aug 11, 2023
Q2 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-3- 0.04% |
$1.05K - $1.41K
|
7.6K
$5.95M
|
|
|
Jul 31, 2023
Q2 2023
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-4- 0.47% |
$1.4K - $1.88K
|
846
$663K
|
|
|
Aug 14, 2023
Q2 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-4- 0.44% |
$1.4K - $1.88K
|
902
$706K
|
|
|
Aug 14, 2023
Q2 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-4- 9.52% |
$1.4K - $1.88K
|
38
$29.8K
|
|
|
Jul 10, 2023
Q2 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-5- 0.67% |
$1.75K - $2.34K
|
743
$582K
|
|
|
Jul 13, 2023
Q2 2023
|
First Premier Bank
|
SELL
|
- |
-5- 0.93% |
$1.75K - $2.34K
|
532
$417K
|
|
|
Jul 14, 2023
Q2 2023
|
M. Kraus & CO
|
SELL
|
- |
-5- 0.46% |
$1.75K - $2.34K
|
1.09K
$852K
|
|
|
Jul 19, 2023
Q2 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-5- 7.69% |
$1.75K - $2.34K
|
60
$47K
|
|
|
Jul 19, 2023
Q2 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-5- 0.37% |
$1.75K - $2.34K
|
1.34K
$1.05M
|
|
|
Jul 20, 2023
Q2 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-5- 0.51% |
$1.75K - $2.34K
|
984
$771K
|