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 31, 2023
Q2 2023
|
Brighton Jones LLC
|
SELL
|
- |
-55- 0.64% |
$19.3K - $25.8K
|
8.52K
$6.77M
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-55- 2.42% |
$19.3K - $25.8K
|
2.22K
$1.76M
|
|
|
Jul 17, 2023
Q2 2023
|
Afs Financial Group, LLC
Bethesda, MD |
SELL
|
- |
-56- 5.89% |
$19.6K - $26.3K
|
894
$710K
|
|
|
Aug 14, 2023
Q2 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-56- 0.54% |
$19.6K - $26.3K
|
10.3K
$8.2M
|
|
|
Jul 13, 2023
Q2 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-57- 1.91% |
$20K - $26.7K
|
2.93K
$2.33M
|
|
|
Jul 26, 2023
Q2 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-57- 6.97% |
$20K - $26.7K
|
761
$604K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-57- 7.54% |
$20K - $26.7K
|
699
$555K
|
|
|
Jul 07, 2023
Q2 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-58- 0.57% |
$20.3K - $27.2K
|
10.1K
$7.99M
|
|
|
Aug 03, 2023
Q2 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-58- 4.24% |
$20.3K - $27.2K
|
1.31K
$1.04M
|
|
|
Jul 14, 2023
Q2 2023
|
Cfm Wealth Partners LLC
|
SELL
|
- |
-59- 1.47% |
$20.7K - $27.7K
|
3.94K
$3.13M
|
|
|
Aug 01, 2023
Q2 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-59- 1.24% |
$20.7K - $27.7K
|
4.7K
$3.73M
|
|
|
Aug 10, 2023
Q2 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-59- 42.75% |
$20.7K - $27.7K
|
79
$62.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-59- 0.73% |
$20.7K - $27.7K
|
7.98K
$6.34M
|
|
|
Jul 14, 2023
Q2 2023
|
Joule Financial, LLC
|
SELL
|
- |
-60- 6.51% |
$21K - $28.1K
|
862
$685K
|
|
|
Jul 20, 2023
Q2 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-60- 5.21% |
$21K - $28.1K
|
1.09K
$867K
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-60- 7.04% |
$21K - $28.1K
|
792
$629K
|
|
|
Jul 31, 2023
Q2 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-60- 5.69% |
$21K - $28.1K
|
994
$789K
|
|
|
Aug 10, 2023
Q2 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-60- 0.11% |
$21K - $28.1K
|
56.4K
$44.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-60- 9.19% |
$21K - $28.1K
|
593
$471K
|
|
|
Aug 22, 2023
Q2 2023
|
Us Asset Management LLC
Pittsburgh, PA |
SELL
|
- |
-61- 3.7% |
$21.4K - $28.6K
|
1.59K
$1.26M
|
|
|
Jul 20, 2023
Q2 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-62- 3.73% |
$21.7K - $29.1K
|
1.6K
$1.27M
|
|
|
Jul 26, 2023
Q2 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-62- 12.76% |
$21.7K - $29.1K
|
424
$337K
|
|
|
Jul 31, 2023
Q2 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-62- 8.23% |
$21.7K - $29.1K
|
691
$549K
|
|
|
Aug 03, 2023
Q2 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-62- 3.21% |
$21.7K - $29.1K
|
1.87K
$1.49M
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
SELL
|
- |
-62- 21.75% |
$21.7K - $29.1K
|
223
$177K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-62- 1.22% |
$21.7K - $29.1K
|
5.03K
$4M
|
|
|
Aug 10, 2023
Q2 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-63- 4.75% |
$22.1K - $29.5K
|
1.26K
$1M
|
|
|
Nov 27, 2023
Q2 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-63- 95.45% |
$22.1K - $29.5K
|
3
$2.38K
|
|
|
Aug 10, 2023
Q2 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-64- 4.71% |
$22.4K - $30K
|
1.3K
$1.03M
|
|
|
Aug 15, 2023
Q2 2023
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-64- 2.42% |
$22.4K - $30K
|
2.58K
$2.05M
|
|
|
Jul 20, 2023
Q2 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-66- 9.35% |
$23.1K - $31K
|
640
$508K
|
|
|
Jul 20, 2023
Q2 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-66- 4.03% |
$23.1K - $31K
|
1.57K
$1.25M
|
|
|
Aug 08, 2023
Q2 2023
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-67- 2.17% |
$23.5K - $31.4K
|
3.03K
$2.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-68- 5.73% |
$23.9K - $31.9K
|
1.12K
$889K
|
|
|
Aug 11, 2023
Q2 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-68- 3.24% |
$23.9K - $31.9K
|
2.03K
$1.61M
|
|
|
Jul 14, 2023
Q2 2023
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-69- 5.61% |
$24.2K - $32.4K
|
1.16K
$922K
|
|
|
Aug 07, 2023
Q2 2023
|
Biltmore Family Office, LLC
|
SELL
|
- |
-69- 2.25% |
$24.2K - $32.4K
|
3K
$2.38M
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-69- 5.61% |
$24.2K - $32.4K
|
1.16K
$923K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
SELL
|
- |
-70- 1.15% |
$24.6K - $32.8K
|
6K
$4.76M
|
|
|
Jul 20, 2023
Q2 2023
|
Benedetti & Gucer, Inc.
|
SELL
|
- |
-70- 2.4% |
$24.6K - $32.8K
|
2.84K
$2.26M
|
|
|
Aug 07, 2023
Q2 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-70- 4.2% |
$24.6K - $32.8K
|
1.6K
$1.27M
|
|
|
Aug 10, 2023
Q2 2023
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-70- 0.38% |
$24.6K - $32.8K
|
18.2K
$14.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-71- 10.19% |
$24.9K - $33.3K
|
626
$497K
|
|
|
Aug 10, 2023
Q2 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-72- 7.54% |
$25.3K - $33.8K
|
883
$701K
|
|
|
Jul 24, 2023
Q2 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-74- 2.68% |
$26K - $34.7K
|
2.69K
$2.13M
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-75- 8.33% |
$26.3K - $35.2K
|
825
$655K
|
|
|
Aug 04, 2023
Q2 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-75- 1.82% |
$26.3K - $35.2K
|
4.04K
$3.21M
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-75- 2.33% |
$26.3K - $35.2K
|
3.14K
$2.49M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-76- 4.4% |
$26.7K - $35.6K
|
1.65K
$1.31M
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-78- 2.23% |
$27.4K - $36.6K
|
3.42K
$2.71M
|