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 28, 2023
Q2 2023
|
Legacy Financial Strategies, LLC
Leawood, KS |
SELL
|
- |
-41- 6.08% |
$14.4K - $19.2K
|
633
$503K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-42- 0.57% |
$14.7K - $19.7K
|
7.35K
$5.83M
|
|
|
Aug 07, 2023
Q2 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-42- 2.87% |
$14.7K - $19.7K
|
1.42K
$1.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-42- 0.34% |
$14.7K - $19.7K
|
12.3K
$9.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-42- 1.14% |
$14.7K - $19.7K
|
3.65K
$2.9M
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-42- 5.73% |
$14.7K - $19.7K
|
691
$549K
|
|
|
Jul 11, 2023
Q2 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-43- 55.84% |
$15.1K - $20.2K
|
34
$27K
|
|
|
Aug 07, 2023
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-43- 0.38% |
$15.1K - $20.2K
|
11.4K
$9.05M
|
|
|
May 20, 2024
Q2 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-43- 0.38% |
$15.1K - $20.2K
|
11.4K
$9.05M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-44- 1.13% |
$15.4K - $20.6K
|
3.83K
$3.04M
|
|
|
Aug 04, 2023
Q2 2023
|
Hemington Wealth Management
|
SELL
|
- |
-45- 4.3% |
$15.8K - $21.1K
|
1K
$796K
|
|
|
Aug 09, 2023
Q2 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-45- 3.45% |
$15.8K - $21.1K
|
1.26K
$1M
|
|
|
Jul 27, 2023
Q2 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-46- 6.67% |
$16.1K - $21.6K
|
644
$511K
|
|
|
Aug 09, 2023
Q2 2023
|
Mckinley Capital Management LLC
|
SELL
|
- |
-46- 0.9% |
$16.1K - $21.6K
|
5.07K
$4.03M
|
|
|
Jul 17, 2023
Q2 2023
|
Dubuque Bank & Trust CO
|
SELL
|
- |
-47- 3.4% |
$16.5K - $22K
|
1.33K
$1.06M
|
|
|
Jul 20, 2023
Q2 2023
|
Seneca House Advisors
|
SELL
|
- |
-47- 3.31% |
$16.5K - $22K
|
1.37K
$1.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-47- 0.45% |
$16.5K - $22K
|
10.3K
$8.21M
|
|
|
Aug 07, 2023
Q2 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
SELL
|
- |
-47- 1.57% |
$16.5K - $22K
|
2.95K
$2.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-47- 0.16% |
$16.5K - $22K
|
30.2K
$24M
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-47- 0.57% |
$16.5K - $22K
|
8.27K
$6.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-47- 1.23% |
$16.5K - $22K
|
3.76K
$2.99M
|
|
|
Jul 19, 2023
Q2 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-48- 0.78% |
$16.8K - $22.5K
|
6.08K
$4.83M
|
|
|
Aug 07, 2023
Q2 2023
|
Capital Square, LLC
|
SELL
|
- |
-48- 1.08% |
$16.8K - $22.5K
|
4.39K
$3.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Jackson Hole Capital Partners, LLC
|
SELL
|
- |
-48- 3.55% |
$16.8K - $22.5K
|
1.3K
$1.03M
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-49- 0.78% |
$17.2K - $23K
|
6.26K
$4.97M
|
|
|
Aug 09, 2023
Q2 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-49- 5.57% |
$17.2K - $23K
|
830
$659K
|
|
|
Jul 10, 2023
Q2 2023
|
Thomasville National Bank
|
SELL
|
- |
-50- 1.07% |
$17.5K - $23.4K
|
4.63K
$3.67M
|
|
|
Jul 13, 2023
Q2 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-50- 8.31% |
$17.5K - $23.4K
|
552
$438K
|
|
|
Jul 14, 2023
Q2 2023
|
626 Financial, LLC
|
SELL
|
- |
-50- 2.02% |
$17.5K - $23.4K
|
2.43K
$1.93M
|
|
|
Jul 17, 2023
Q2 2023
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-50- 1.26% |
$17.5K - $23.4K
|
3.93K
$3.12M
|
|
|
Jul 21, 2023
Q2 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-50- 3.46% |
$17.5K - $23.4K
|
1.4K
$1.11M
|
|
|
Jul 24, 2023
Q2 2023
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-50- 2.51% |
$17.5K - $23.4K
|
1.94K
$1.54M
|
|
|
Jul 31, 2023
Q2 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-50- 0.32% |
$17.5K - $23.4K
|
15.5K
$12.3M
|
|
|
Aug 04, 2023
Q2 2023
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-50- 4.12% |
$17.5K - $23.4K
|
1.16K
$924K
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-50- 4.61% |
$17.5K - $23.4K
|
1.04K
$822K
|
|
|
Aug 10, 2023
Q2 2023
|
Knowledge Leaders Capital, LLC
|
SELL
|
- |
-50- 2.91% |
$17.5K - $23.4K
|
1.67K
$1.33M
|
|
|
Aug 11, 2023
Q2 2023
|
Miramar Capital, LLC
|
SELL
|
- |
-50- 2.08% |
$17.5K - $23.4K
|
2.35K
$1.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-50- 0.23% |
$17.5K - $23.4K
|
21.4K
$17M
|
|
|
Aug 14, 2023
Q2 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-50- 0.68% |
$17.5K - $23.4K
|
7.35K
$5.84M
|
|
|
Jul 11, 2023
Q2 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-51- 1.8% |
$17.9K - $23.9K
|
2.79K
$2.22M
|
|
|
Jul 24, 2023
Q2 2023
|
Kaye Capital Management
El Segundo, CA |
SELL
|
- |
-52- 7.05% |
$18.2K - $24.4K
|
686
$545K
|
|
|
Jul 26, 2023
Q2 2023
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-52- 3.58% |
$18.2K - $24.4K
|
1.4K
$1.11M
|
|
|
Aug 02, 2023
Q2 2023
|
Parametrica Management LTD
|
SELL
|
- |
-52- 0.66% |
$18.2K - $24.4K
|
7.78K
$6.17M
|
|
|
Jul 24, 2023
Q2 2023
|
Bergan Kdv Wealth Management, LLC
|
SELL
|
- |
-53- 2.48% |
$18.6K - $24.9K
|
2.08K
$1.65M
|
|
|
Jul 25, 2023
Q2 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-53- 4.16% |
$18.6K - $24.9K
|
1.22K
$970K
|
|
|
Aug 11, 2023
Q2 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-53- 1.77% |
$18.6K - $24.9K
|
2.94K
$2.33M
|
|
|
Aug 14, 2023
Q2 2023
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
SELL
|
- |
-53- 1.72% |
$18.6K - $24.9K
|
3.03K
$2.41M
|
|
|
Jul 25, 2023
Q2 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-54- 4.16% |
$18.9K - $25.3K
|
1.24K
$988K
|
|
|
Jul 31, 2023
Q2 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
SELL
|
- |
-54- 4.59% |
$18.9K - $25.3K
|
1.12K
$892K
|
|
|
Jul 21, 2023
Q2 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-55- 2.49% |
$19.3K - $25.8K
|
2.15K
$1.71M
|