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
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-5- 0.78% |
$1.75K - $2.34K
|
635
$497K
|
|
|
Jul 28, 2023
Q2 2023
|
Peoples Bank
|
SELL
|
- |
-5- 0.2% |
$1.75K - $2.34K
|
2.52K
$1.98M
|
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-5- 0.03% |
$1.75K - $2.34K
|
16.6K
$13M
|
|
|
Aug 08, 2023
Q2 2023
|
Bok Financial Private Wealth, Inc.
Denver, CO |
SELL
|
- |
-5- 5.0% |
$1.75K - $2.34K
|
95
$74.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-5- 0.23% |
$1.75K - $2.34K
|
2.19K
$1.71M
|
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-6- 0.11% |
$2.1K - $2.81K
|
5.32K
$4.16M
|
|
|
Jul 28, 2023
Q2 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-6- 0.47% |
$2.1K - $2.81K
|
1.26K
$989K
|
|
|
Aug 08, 2023
Q2 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-6- 0.3% |
$2.1K - $2.81K
|
1.98K
$1.55M
|
|
|
Jul 25, 2023
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-7- 0.19% |
$2.46K - $3.28K
|
3.74K
$2.93M
|
|
|
Aug 14, 2023
Q2 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
SELL
|
- |
-7- 1.18% |
$2.46K - $3.28K
|
587
$460K
|
|
|
Aug 15, 2023
Q2 2023
|
Nbw Capital LLC
|
SELL
|
- |
-7- 0.71% |
$2.46K - $3.28K
|
985
$771K
|
|
|
Jul 26, 2023
Q2 2023
|
Plancorp, LLC
|
SELL
|
- |
-8- 0.07% |
$2.81K - $3.75K
|
12.2K
$9.52M
|
|
|
Aug 01, 2023
Q2 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-8- 0.56% |
$2.81K - $3.75K
|
1.42K
$1.11M
|
|
|
Aug 03, 2023
Q2 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-8- 1.44% |
$2.81K - $3.75K
|
549
$430K
|
|
|
Aug 07, 2023
Q2 2023
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-8- 0.59% |
$2.81K - $3.75K
|
1.35K
$1.06M
|
|
|
Aug 09, 2023
Q2 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-8- 0.22% |
$2.81K - $3.75K
|
3.65K
$2.86M
|
|
|
Aug 09, 2023
Q2 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-8- 0.49% |
$2.81K - $3.75K
|
1.63K
$1.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Amarillo National Bank
|
SELL
|
- |
-8- 0.53% |
$2.81K - $3.75K
|
1.5K
$1.17M
|
|
|
Aug 10, 2023
Q2 2023
|
Belmont Capital, LLC
|
SELL
|
- |
-9- 17.31% |
$3.16K - $4.22K
|
43
$33.7K
|
|
|
Apr 02, 2024
Q2 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-9- 0.3% |
$3.16K - $4.22K
|
3K
$2.35M
|
|
|
Jul 18, 2023
Q2 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-10- 0.06% |
$3.51K - $4.69K
|
15.4K
$12.1M
|
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-10- 0.45% |
$3.51K - $4.69K
|
2.23K
$1.74M
|
|
|
Jul 24, 2023
Q2 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-10- 0.09% |
$3.51K - $4.69K
|
11.1K
$8.68M
|
|
|
Jul 25, 2023
Q2 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-10- 0.54% |
$3.51K - $4.69K
|
1.83K
$1.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Flc Capital Advisors
|
SELL
|
- |
-10- 0.78% |
$3.51K - $4.69K
|
1.27K
$993K
|
|
|
Oct 29, 2024
Q2 2023
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-10- 40.0% |
$3.51K - $4.69K
|
15
$11.7K
|
|
|
Jul 10, 2023
Q2 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-11- 0.29% |
$3.86K - $5.16K
|
3.77K
$2.95M
|
|
|
Jul 10, 2023
Q2 2023
|
Rise Advisors, LLC
|
SELL
|
- |
-12- 3.93% |
$4.21K - $5.63K
|
293
$229K
|
|
|
Jul 24, 2023
Q2 2023
|
Annex Advisory Services, LLC
|
SELL
|
- |
-12- 0.53% |
$4.21K - $5.63K
|
2.24K
$1.75M
|
|
|
Jul 27, 2023
Q2 2023
|
Miller Wealth Advisors, LLC
|
SELL
|
- |
-12- 10.71% |
$4.21K - $5.63K
|
100
$78.3K
|
|
|
Aug 03, 2023
Q2 2023
|
Private Wealth Partners, LLC
|
SELL
|
- |
-12- 0.49% |
$4.21K - $5.63K
|
2.45K
$1.91M
|
|
|
Aug 10, 2023
Q2 2023
|
Davis R M Inc
Portland, ME |
SELL
|
- |
-12- 0.2% |
$4.21K - $5.63K
|
5.97K
$4.67M
|
|
|
Jul 18, 2023
Q2 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-13- 0.49% |
$4.56K - $6.1K
|
2.64K
$2.07M
|
|
|
Jul 19, 2023
Q2 2023
|
Grimes & Company, Inc.
|
SELL
|
- |
-13- 0.33% |
$4.56K - $6.1K
|
3.91K
$3.06M
|
|
|
Jul 25, 2023
Q2 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-13- 2.04% |
$4.56K - $6.1K
|
625
$489K
|
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-13- 0.43% |
$4.56K - $6.1K
|
3.02K
$2.37M
|
|
|
Aug 07, 2023
Q2 2023
|
Reston Wealth Management LLC
|
SELL
|
- |
-13- 2.11% |
$4.56K - $6.1K
|
604
$473K
|
|
|
Jul 17, 2023
Q2 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-14- 0.14% |
$4.91K - $6.57K
|
10.2K
$8.01M
|
|
|
Jul 25, 2023
Q2 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-14- 0.53% |
$4.91K - $6.57K
|
2.62K
$2.05M
|
|
|
Jul 13, 2023
Q2 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-15- 0.22% |
$5.26K - $7.03K
|
6.83K
$5.35M
|
|
|
Jul 25, 2023
Q2 2023
|
Sky Investment Group LLC
|
SELL
|
- |
-15- 0.97% |
$5.26K - $7.03K
|
1.54K
$1.21M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-15- 1.15% |
$5.26K - $7.03K
|
1.28K
$1.01M
|
|
|
Aug 07, 2023
Q2 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-15- 0.19% |
$5.26K - $7.03K
|
7.94K
$6.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-15- 1.31% |
$5.26K - $7.03K
|
1.13K
$882K
|
|
|
Aug 11, 2023
Q2 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-15- 5.62% |
$5.26K - $7.03K
|
252
$197K
|
|
|
Dec 02, 2024
Q2 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-15- 2.63% |
$5.26K - $7.03K
|
556
$435K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-16- 0.46% |
$5.61K - $7.5K
|
3.5K
$2.74M
|
|
|
Jul 26, 2023
Q2 2023
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-16- 2.23% |
$5.61K - $7.5K
|
700
$548K
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
SELL
|
- |
-16- 0.62% |
$5.61K - $7.5K
|
2.55K
$1.99M
|
|
|
Aug 08, 2023
Q2 2023
|
American Money Management, LLC
|
SELL
|
- |
-16- 0.34% |
$5.61K - $7.5K
|
4.65K
$3.64M
|