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
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-75- 1.82% |
$26.3K - $35.2K
|
4.04K
$3.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-75- 2.33% |
$26.3K - $35.2K
|
3.14K
$2.47M
|
|
|
Aug 08, 2023
Q2 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-76- 4.4% |
$26.7K - $35.6K
|
1.65K
$1.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-78- 2.23% |
$27.4K - $36.6K
|
3.42K
$2.69M
|
|
|
Jul 28, 2023
Q2 2023
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-78- 10.25% |
$27.4K - $36.6K
|
683
$537K
|
|
|
Jul 03, 2023
Q2 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-79- 1.22% |
$27.7K - $37K
|
6.4K
$5.03M
|
|
|
Aug 08, 2023
Q2 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-80- 11.73% |
$28.1K - $37.5K
|
602
$474K
|
|
|
Aug 09, 2023
Q2 2023
|
Roundview Capital LLC
Princeton, NJ |
SELL
|
- |
-80- 3.38% |
$28.1K - $37.5K
|
2.29K
$1.8M
|
|
|
Jul 18, 2023
Q2 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-81- 0.73% |
$28.4K - $38K
|
11K
$8.65M
|
|
|
Aug 02, 2023
Q2 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-81- 3.46% |
$28.4K - $38K
|
2.26K
$1.78M
|
|
|
Aug 04, 2023
Q2 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-82- 10.07% |
$28.8K - $38.5K
|
732
$576K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-82- 2.87% |
$28.8K - $38.5K
|
2.78K
$2.18M
|
|
|
Aug 14, 2023
Q2 2023
|
Baxter Bros Inc
|
SELL
|
- |
-82- 3.68% |
$28.8K - $38.5K
|
2.15K
$1.69M
|
|
|
Jul 14, 2023
Q2 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-83- 0.91% |
$29.1K - $38.9K
|
9.07K
$7.14M
|
|
|
Jul 28, 2023
Q2 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-84- 1.45% |
$29.5K - $39.4K
|
5.72K
$4.5M
|
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-84- 14.33% |
$29.5K - $39.4K
|
502
$395K
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-87- 0.22% |
$30.5K - $40.8K
|
39.8K
$31.3M
|
|
|
Aug 22, 2023
Q2 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-87- 1.17% |
$30.5K - $40.8K
|
7.37K
$5.8M
|
|
|
Jul 17, 2023
Q2 2023
|
J2 Capital Management Inc
|
SELL
|
- |
-88- 11.75% |
$30.9K - $41.3K
|
661
$520K
|
|
|
Aug 04, 2023
Q2 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-88- 6.66% |
$30.9K - $41.3K
|
1.23K
$970K
|
|
|
Aug 08, 2023
Q2 2023
|
Legacy Financial Advisors, Inc.
|
SELL
|
- |
-88- 3.24% |
$30.9K - $41.3K
|
2.63K
$2.07M
|
|
|
Jul 12, 2023
Q2 2023
|
Ht Partners LLC
|
SELL
|
- |
-90- 2.15% |
$31.6K - $42.2K
|
4.11K
$3.23M
|
|
|
Aug 01, 2023
Q2 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-90- 1.66% |
$31.6K - $42.2K
|
5.32K
$4.19M
|
|
|
Jul 14, 2023
Q2 2023
|
Arden Trust CO
|
SELL
|
- |
-91- 1.93% |
$31.9K - $42.7K
|
4.62K
$3.63M
|
|
|
Jul 18, 2023
Q2 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-91- 5.1% |
$31.9K - $42.7K
|
1.69K
$1.33M
|
|
|
Jul 21, 2023
Q2 2023
|
Intercontinental Wealth Advisors, LLC
|
SELL
|
- |
-91- 5.15% |
$31.9K - $42.7K
|
1.68K
$1.32M
|
|
|
Aug 01, 2023
Q2 2023
|
Tevis Investment Management
|
SELL
|
- |
-91- 6.15% |
$31.9K - $42.7K
|
1.39K
$1.09M
|
|
|
Aug 02, 2023
Q2 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
SELL
|
- |
-91- 4.82% |
$31.9K - $42.7K
|
1.8K
$1.41M
|
|
|
Aug 11, 2023
Q2 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-92- 9.14% |
$32.3K - $43.1K
|
915
$720K
|
|
|
Oct 19, 2023
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-93- 1.82% |
$32.6K - $43.6K
|
5.01K
$3.94M
|
|
|
Jan 16, 2024
Q2 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-93- 1.82% |
$32.6K - $43.6K
|
5.01K
$3.94M
|
|
|
Jul 24, 2023
Q2 2023
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-94- 2.32% |
$33K - $44.1K
|
3.96K
$3.12M
|
|
|
Jul 20, 2023
Q2 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
SELL
|
- |
-95- 9.23% |
$33.3K - $44.6K
|
934
$735K
|
|
|
Jul 24, 2023
Q2 2023
|
Benin Management Corp
|
SELL
|
- |
-96- 10.67% |
$33.7K - $45K
|
804
$633K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-97- 18.03% |
$34K - $45.5K
|
441
$347K
|
|
|
Jul 07, 2023
Q2 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-98- 1.86% |
$34.4K - $46K
|
5.16K
$4.06M
|
|
|
Jul 26, 2023
Q2 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-98- 5.4% |
$34.4K - $46K
|
1.72K
$1.35M
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-98- 1.22% |
$34.4K - $46K
|
7.93K
$6.24M
|
|
|
Jul 27, 2023
Q2 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-99- 8.51% |
$34.7K - $46.4K
|
1.07K
$838K
|
|
|
Jul 12, 2023
Q2 2023
|
Berkshire Bank
|
SELL
|
- |
-100- 2.68% |
$35.1K - $46.9K
|
3.63K
$2.86M
|
|
|
Jul 14, 2023
Q2 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-100- 1.63% |
$35.1K - $46.9K
|
6.04K
$4.75M
|
|
|
Jul 18, 2023
Q2 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-100- 4.69% |
$35.1K - $46.9K
|
2.03K
$1.6M
|
|
|
Jul 21, 2023
Q2 2023
|
Perkins Capital Management Inc
|
SELL
|
- |
-100- 0.76% |
$35.1K - $46.9K
|
13K
$10.3M
|
|
|
Jul 24, 2023
Q2 2023
|
Goodwin Daniel L
|
SELL
|
- |
-100- 12.5% |
$35.1K - $46.9K
|
700
$551K
|
|
|
Jul 25, 2023
Q2 2023
|
Fruth Investment Management
|
SELL
|
- |
-100- 4.55% |
$35.1K - $46.9K
|
2.1K
$1.65M
|
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-100- 7.94% |
$35.1K - $46.9K
|
1.16K
$913K
|
|
|
Aug 02, 2023
Q2 2023
|
Gratus Capital LLC
|
SELL
|
- |
-100- 3.18% |
$35.1K - $46.9K
|
3.05K
$2.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Campion Asset Management
|
SELL
|
- |
-100- 2.88% |
$35.1K - $46.9K
|
3.38K
$2.66M
|
|
|
Aug 09, 2023
Q2 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-100- 21.32% |
$35.1K - $46.9K
|
369
$290K
|
|
|
Aug 14, 2023
Q2 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-100- 4.82% |
$35.1K - $46.9K
|
1.98K
$1.55M
|