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 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-101- 0.34% |
$35.4K - $47.4K
|
29.6K
$23.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-102- 6.71% |
$35.8K - $47.8K
|
1.42K
$1.13M
|
|
|
Jul 19, 2023
Q2 2023
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-104- 2.14% |
$36.5K - $48.8K
|
4.75K
$3.78M
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-104- 2.78% |
$36.5K - $48.8K
|
3.63K
$2.89M
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-104- 1.34% |
$36.5K - $48.8K
|
7.65K
$6.08M
|
|
|
Aug 15, 2023
Q2 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-104- 2.23% |
$36.5K - $48.8K
|
4.57K
$3.64M
|
|
|
Jul 21, 2023
Q2 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-105- 3.15% |
$36.8K - $49.2K
|
3.23K
$2.57M
|
|
|
Aug 01, 2023
Q2 2023
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-105- 2.28% |
$36.8K - $49.2K
|
4.5K
$3.58M
|
|
|
Aug 10, 2023
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-105- 0.49% |
$36.8K - $49.2K
|
21.5K
$17.1M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-105- 4.66% |
$36.8K - $49.2K
|
2.15K
$1.71M
|
|
|
Aug 14, 2023
Q2 2023
|
Delphia (Usa) Inc.
Toronto, A6 |
SELL
|
- |
-105- 7.37% |
$36.8K - $49.2K
|
1.32K
$1.05M
|
|
|
Nov 13, 2024
Q2 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-105- 0.49% |
$36.8K - $49.2K
|
21.5K
$17.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-106- 3.75% |
$37.2K - $49.7K
|
2.72K
$2.17M
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-106- 1.62% |
$37.2K - $49.7K
|
6.45K
$5.13M
|
|
|
Aug 11, 2023
Q2 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-106- 7.16% |
$37.2K - $49.7K
|
1.37K
$1.09M
|
|
|
Aug 14, 2023
Q2 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-106- 3.93% |
$37.2K - $49.7K
|
2.59K
$2.06M
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-106- 3.19% |
$37.2K - $49.7K
|
3.21K
$2.56M
|
|
|
May 24, 2024
Q2 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-106- 3.75% |
$37.2K - $49.7K
|
2.72K
$2.17M
|
|
|
Sep 06, 2024
Q2 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-106- 5.93% |
$37.2K - $49.7K
|
1.68K
$1.34M
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-109- 0.89% |
$38.2K - $51.1K
|
12.2K
$9.68M
|
|
|
Aug 10, 2023
Q2 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-109- 2.31% |
$38.2K - $51.1K
|
4.6K
$3.66M
|
|
|
Jul 13, 2023
Q2 2023
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-110- 10.11% |
$38.6K - $51.6K
|
978
$778K
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-111- 5.02% |
$38.9K - $52.1K
|
2.1K
$1.67M
|
|
|
Aug 03, 2023
Q2 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-111- 1.29% |
$38.9K - $52.1K
|
8.5K
$6.76M
|
|
|
Aug 14, 2023
Q2 2023
|
Foster Dykema Cabot & CO Inc
|
SELL
|
- |
-111- 0.2% |
$38.9K - $52.1K
|
54K
$43M
|
|
|
Jul 21, 2023
Q2 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-117- 3.25% |
$41K - $54.9K
|
3.48K
$2.77M
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-118- 3.05% |
$41.4K - $55.3K
|
3.75K
$2.98M
|
|
|
Aug 10, 2023
Q2 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-118- 5.24% |
$41.4K - $55.3K
|
2.13K
$1.7M
|
|
|
Jul 24, 2023
Q2 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-119- 2.01% |
$41.7K - $55.8K
|
5.81K
$4.63M
|
|
|
Jul 26, 2023
Q2 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-120- 3.51% |
$42.1K - $56.3K
|
3.3K
$2.63M
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
SELL
|
- |
-121- 12.98% |
$42.4K - $56.7K
|
811
$645K
|
|
|
Jul 26, 2023
Q2 2023
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-122- 1.03% |
$42.8K - $57.2K
|
11.7K
$9.32M
|
|
|
Jul 27, 2023
Q2 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-125- 1.42% |
$43.8K - $58.6K
|
8.7K
$6.92M
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-125- 18.52% |
$43.8K - $58.6K
|
550
$438K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-125- 5.76% |
$43.8K - $58.6K
|
2.04K
$1.63M
|
|
|
Aug 09, 2023
Q2 2023
|
Camden Capital, LLC
|
SELL
|
- |
-128- 5.38% |
$44.9K - $60K
|
2.25K
$1.79M
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-129- 0.58% |
$45.2K - $60.5K
|
22.3K
$17.7M
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-130- 1.74% |
$45.6K - $61K
|
7.32K
$5.83M
|
|
|
Aug 14, 2023
Q2 2023
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-130- 5.69% |
$45.6K - $61K
|
2.16K
$1.71M
|
|
|
Aug 07, 2023
Q2 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-131- 18.77% |
$45.9K - $61.4K
|
567
$451K
|
|
|
Aug 08, 2023
Q2 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-131- 18.3% |
$45.9K - $61.4K
|
585
$465K
|
|
|
Aug 11, 2023
Q2 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-131- 3.24% |
$45.9K - $61.4K
|
3.91K
$3.11M
|
|
|
Jul 13, 2023
Q2 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-132- 10.88% |
$46.3K - $61.9K
|
1.08K
$860K
|
|
|
Aug 09, 2023
Q2 2023
|
Holistic Financial Partners
|
SELL
|
- |
-132- 0.19% |
$46.3K - $61.9K
|
69.1K
$55M
|
|
|
Jul 26, 2023
Q2 2023
|
Goelzer Investment Management, Inc.
|
SELL
|
- |
-133- 0.15% |
$46.6K - $62.4K
|
87K
$69.2M
|
|
|
Jul 20, 2023
Q2 2023
|
Successful Portfolios LLC
|
SELL
|
- |
-135- 10.04% |
$47.3K - $63.3K
|
1.21K
$962K
|
|
|
Jul 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-135- 1.71% |
$47.3K - $63.3K
|
7.76K
$6.18M
|
|
|
Jul 25, 2023
Q2 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-135- 0.43% |
$47.3K - $63.3K
|
31.2K
$24.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-135- 2.08% |
$47.3K - $63.3K
|
6.34K
$5.05M
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-139- 2.62% |
$48.8K - $65.2K
|
5.18K
$4.12M
|