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 21, 2023
Q2 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-135- 1.71% |
$47.3K - $63.3K
|
7.76K
$6.11M
|
|
|
Jul 25, 2023
Q2 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-135- 0.43% |
$47.3K - $63.3K
|
31.2K
$24.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-135- 2.08% |
$47.3K - $63.3K
|
6.34K
$4.99M
|
|
|
Aug 04, 2023
Q2 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-139- 2.62% |
$48.8K - $65.2K
|
5.18K
$4.07M
|
|
|
Aug 09, 2023
Q2 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-139- 4.36% |
$48.8K - $65.2K
|
3.05K
$2.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-139- 4.61% |
$48.8K - $65.2K
|
2.88K
$2.27M
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-140- 2.37% |
$49.1K - $65.7K
|
5.76K
$4.53M
|
|
|
Aug 08, 2023
Q2 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-141- 2.92% |
$49.5K - $66.1K
|
4.68K
$3.69M
|
|
|
Jul 20, 2023
Q2 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-142- 0.92% |
$49.8K - $66.6K
|
15.4K
$12.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-142- 1.98% |
$49.8K - $66.6K
|
7.04K
$5.54M
|
|
|
Jul 28, 2023
Q2 2023
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-144- 1.72% |
$50.5K - $67.5K
|
8.25K
$6.49M
|
|
|
Jul 11, 2023
Q2 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-145- 3.64% |
$50.9K - $68K
|
3.84K
$3.02M
|
|
|
Aug 14, 2023
Q2 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-146- 20.39% |
$51.2K - $68.5K
|
570
$449K
|
|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-146- 16.72% |
$51.2K - $68.5K
|
727
$572K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-147- 3.26% |
$51.6K - $68.9K
|
4.36K
$3.43M
|
|
|
Aug 14, 2023
Q2 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-147- 7.56% |
$51.6K - $68.9K
|
1.8K
$1.41M
|
|
|
Jun 17, 2024
Q2 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-148- 9.22% |
$51.9K - $69.4K
|
1.46K
$1.15M
|
|
|
Apr 01, 2024
Q2 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
SELL
|
- |
-149- 12.53% |
$52.3K - $69.9K
|
1.04K
$818K
|
|
|
Jul 10, 2023
Q2 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-150- 1.03% |
$52.6K - $70.3K
|
14.4K
$11.3M
|
|
|
Jul 13, 2023
Q2 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-150- 2.42% |
$52.6K - $70.3K
|
6.06K
$4.77M
|
|
|
Jul 18, 2023
Q2 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-150- 7.83% |
$52.6K - $70.3K
|
1.77K
$1.39M
|
|
|
Aug 14, 2023
Q2 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-150- 3.77% |
$52.6K - $70.3K
|
3.83K
$3.01M
|
|
|
Feb 13, 2025
Q2 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-150- 8.14% |
$52.6K - $70.3K
|
1.69K
$1.33M
|
|
|
Jul 24, 2023
Q2 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-151- 2.22% |
$53K - $70.8K
|
6.65K
$5.24M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-152- 6.43% |
$53.3K - $71.3K
|
2.21K
$1.74M
|
|
|
Aug 09, 2023
Q2 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-153- 3.11% |
$53.7K - $71.8K
|
4.76K
$3.75M
|
|
|
Jul 06, 2023
Q2 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-155- 10.22% |
$54.4K - $72.7K
|
1.36K
$1.07M
|
|
|
Jul 31, 2023
Q2 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-155- 8.55% |
$54.4K - $72.7K
|
1.66K
$1.3M
|
|
|
Aug 01, 2024
Q2 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-156- 9.13% |
$54.7K - $73.2K
|
1.55K
$1.22M
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
SELL
|
- |
-157- 3.39% |
$55.1K - $73.6K
|
4.47K
$3.52M
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-159- 2.71% |
$55.8K - $74.6K
|
5.7K
$4.49M
|
|
|
Aug 07, 2023
Q2 2023
|
United Bank
|
SELL
|
- |
-159- 3.9% |
$55.8K - $74.6K
|
3.92K
$3.08M
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-160- 9.79% |
$56.1K - $75K
|
1.48K
$1.16M
|
|
|
Aug 07, 2023
Q2 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-160- 4.85% |
$56.1K - $75K
|
3.14K
$2.47M
|
|
|
Aug 11, 2023
Q2 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-161- 27.24% |
$56.5K - $75.5K
|
430
$338K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
SELL
|
- |
-162- 3.97% |
$56.8K - $76K
|
3.92K
$3.08M
|
|
|
Jul 17, 2023
Q2 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-164- 6.08% |
$57.5K - $76.9K
|
2.53K
$1.99M
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-165- 20.81% |
$57.9K - $77.4K
|
628
$494K
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-165- 1.31% |
$57.9K - $77.4K
|
12.4K
$9.75M
|
|
|
Jul 31, 2023
Q2 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-165- 4.61% |
$57.9K - $77.4K
|
3.42K
$2.69M
|
|
|
Aug 02, 2023
Q2 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-165- 13.01% |
$57.9K - $77.4K
|
1.1K
$868K
|
|
|
Aug 11, 2023
Q2 2023
|
Somerville Kurt F
|
SELL
|
- |
-165- 3.18% |
$57.9K - $77.4K
|
5.02K
$3.95M
|
|
|
Aug 02, 2023
Q2 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-166- 2.55% |
$58.2K - $77.9K
|
6.35K
$5M
|
|
|
Aug 11, 2023
Q2 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-168- 5.58% |
$58.9K - $78.8K
|
2.84K
$2.24M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-169- 1.77% |
$59.3K - $79.3K
|
9.39K
$7.39M
|
|
|
Jul 20, 2023
Q2 2023
|
Sather Financial Group Inc
|
SELL
|
- |
-170- 8.07% |
$59.6K - $79.7K
|
1.94K
$1.52M
|
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-170- 2.48% |
$59.6K - $79.7K
|
6.68K
$5.25M
|
|
|
Aug 15, 2023
Q2 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-170- 7.74% |
$59.6K - $79.7K
|
2.03K
$1.59M
|
|
|
Jul 13, 2023
Q2 2023
|
Perpetual LTD
Sydney, New South Wales, C3 |
SELL
|
- |
-171- 4.43% |
$60K - $80.2K
|
3.69K
$2.9M
|
|
|
Jul 11, 2023
Q2 2023
|
Janiczek Wealth Management, LLC
|
SELL
|
- |
-173- 18.13% |
$60.7K - $81.1K
|
781
$615K
|