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 04, 2023
Q2 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-25- 1.54% |
$8.77K - $11.7K
|
1.6K
$1.26M
|
|
|
Aug 09, 2023
Q2 2023
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-25- 1.38% |
$8.77K - $11.7K
|
1.79K
$1.4M
|
|
|
Aug 14, 2023
Q2 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-25- 0.25% |
$8.77K - $11.7K
|
10K
$7.91M
|
|
|
Aug 14, 2023
Q2 2023
|
Big Sur Wealth Management LLC
Miami, FL |
SELL
|
- |
-25- 3.73% |
$8.77K - $11.7K
|
645
$508K
|
|
|
Aug 17, 2023
Q2 2023
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-25- 4.01% |
$8.77K - $11.7K
|
599
$471K
|
|
|
Oct 12, 2023
Q2 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-25- 9.06% |
$8.77K - $11.7K
|
251
$198K
|
|
|
Jul 10, 2023
Q2 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-26- 3.16% |
$9.12K - $12.2K
|
796
$626K
|
|
|
Aug 08, 2023
Q2 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-26- 0.58% |
$9.12K - $12.2K
|
4.44K
$3.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-26- 0.56% |
$9.12K - $12.2K
|
4.63K
$3.64M
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-27- 0.81% |
$9.47K - $12.7K
|
3.3K
$2.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-27- 2.17% |
$9.47K - $12.7K
|
1.22K
$958K
|
|
|
Aug 14, 2023
Q2 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-27- 0.87% |
$9.47K - $12.7K
|
3.07K
$2.42M
|
|
|
Aug 01, 2023
Q2 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-28- 0.4% |
$9.82K - $13.1K
|
6.91K
$5.44M
|
|
|
Jul 10, 2023
Q2 2023
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-28- 3.64% |
$9.82K - $13.1K
|
742
$584K
|
|
|
Jul 21, 2023
Q2 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-28- 2.07% |
$9.82K - $13.1K
|
1.32K
$1.04M
|
|
|
Jul 26, 2023
Q2 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-28- 0.31% |
$9.82K - $13.1K
|
9.02K
$7.1M
|
|
|
Jul 28, 2023
Q2 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-28- 4.51% |
$9.82K - $13.1K
|
593
$467K
|
|
|
Jul 13, 2023
Q2 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-29- 0.97% |
$10.2K - $13.6K
|
2.95K
$2.32M
|
|
|
Jul 17, 2023
Q2 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-29- 0.52% |
$10.2K - $13.6K
|
5.53K
$4.35M
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
SELL
|
- |
-30- 4.05% |
$10.5K - $14.1K
|
711
$560K
|
|
|
Aug 14, 2023
Q2 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-30- 0.7% |
$10.5K - $14.1K
|
4.27K
$3.36M
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-30- 9.93% |
$10.5K - $14.1K
|
272
$214K
|
|
|
Aug 15, 2023
Q2 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-30- 0.67% |
$10.5K - $14.1K
|
4.45K
$3.5M
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-31- 5.15% |
$10.9K - $14.5K
|
571
$449K
|
|
|
Aug 07, 2023
Q2 2023
|
Rkl Wealth Management LLC
|
SELL
|
- |
-31- 3.17% |
$10.9K - $14.5K
|
947
$745K
|
|
|
Apr 12, 2024
Q2 2023
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-31- 1.18% |
$10.9K - $14.5K
|
2.59K
$2.04M
|
|
|
Jul 20, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-32- 0.29% |
$11.2K - $15K
|
11K
$8.63M
|
|
|
Jul 05, 2023
Q2 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-33- 0.95% |
$11.6K - $15.5K
|
3.43K
$2.7M
|
|
|
Jul 21, 2023
Q2 2023
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-33- 0.11% |
$11.6K - $15.5K
|
28.9K
$22.8M
|
|
|
Aug 07, 2023
Q2 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-33- 4.58% |
$11.6K - $15.5K
|
687
$541K
|
|
|
Jul 19, 2023
Q2 2023
|
Tfg Advisers LLC
|
SELL
|
- |
-34- 1.11% |
$11.9K - $15.9K
|
3.04K
$2.39M
|
|
|
Jul 20, 2023
Q2 2023
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-34- 4.52% |
$11.9K - $15.9K
|
719
$566K
|
|
|
Aug 21, 2023
Q2 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-34- 1.13% |
$11.9K - $15.9K
|
2.97K
$2.34M
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-35- 0.41% |
$12.3K - $16.4K
|
8.59K
$6.76M
|
|
|
Jul 19, 2023
Q2 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-35- 0.06% |
$12.3K - $16.4K
|
57.2K
$45M
|
|
|
Aug 08, 2023
Q2 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-35- 0.41% |
$12.3K - $16.4K
|
8.5K
$6.68M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-35- 1.89% |
$12.3K - $16.4K
|
1.82K
$1.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-35- 0.2% |
$12.3K - $16.4K
|
17.4K
$13.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-35- 1.0% |
$12.3K - $16.4K
|
3.45K
$2.72M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-35- 0.78% |
$12.3K - $16.4K
|
4.48K
$3.53M
|
|
|
Jul 13, 2023
Q2 2023
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-36- 5.61% |
$12.6K - $16.9K
|
606
$477K
|
|
|
Jul 17, 2023
Q2 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-36- 2.43% |
$12.6K - $16.9K
|
1.45K
$1.14M
|
|
|
Jul 27, 2023
Q2 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-36- 0.47% |
$12.6K - $16.9K
|
7.59K
$5.97M
|
|
|
Aug 09, 2023
Q2 2023
|
Sheets Smith Wealth Management
|
SELL
|
- |
-36- 1.55% |
$12.6K - $16.9K
|
2.28K
$1.79M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-36- 2.11% |
$12.6K - $16.9K
|
1.67K
$1.32M
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-36- 1.6% |
$12.6K - $16.9K
|
2.22K
$1.74M
|
|
|
Jul 11, 2023
Q2 2023
|
Cra Financial Services, LLC
|
SELL
|
- |
-37- 0.87% |
$13K - $17.4K
|
4.21K
$3.32M
|
|
|
Jul 12, 2023
Q2 2023
|
Covenant Asset Management, LLC
|
SELL
|
- |
-38- 0.33% |
$13.3K - $17.8K
|
11.5K
$9.02M
|
|
|
Aug 08, 2023
Q2 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-39- 1.19% |
$13.7K - $18.3K
|
3.25K
$2.56M
|
|
|
Aug 08, 2023
Q2 2023
|
Wrapmanager Inc
|
SELL
|
- |
-39- 2.62% |
$13.7K - $18.3K
|
1.45K
$1.14M
|