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
|
Crewe Advisors LLC
|
SELL
|
- |
-173- 18.33% |
$60.7K - $81.1K
|
771
$607K
|
|
|
Jul 21, 2023
Q2 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-176- 6.86% |
$61.7K - $82.5K
|
2.39K
$1.88M
|
|
|
Dec 18, 2023
Q2 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-176- 5.04% |
$61.7K - $82.5K
|
3.31K
$2.61M
|
|
|
Jul 28, 2023
Q2 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-177- 6.66% |
$62.1K - $83K
|
2.48K
$1.95M
|
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-178- 6.86% |
$62.4K - $83.5K
|
2.42K
$1.9M
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-178- 8.03% |
$62.4K - $83.5K
|
2.04K
$1.6M
|
|
|
Aug 07, 2023
Q2 2023
|
Human Investing LLC
|
SELL
|
- |
-179- 5.28% |
$62.8K - $83.9K
|
3.21K
$2.53M
|
|
|
Feb 13, 2025
Q2 2023
|
Intrua Financial, LLC
Houston, TX |
SELL
|
- |
-179- 9.35% |
$62.8K - $83.9K
|
1.74K
$1.37M
|
|
|
Aug 02, 2023
Q2 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-180- 7.18% |
$63.1K - $84.4K
|
2.33K
$1.83M
|
|
|
Aug 07, 2023
Q2 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-180- 11.61% |
$63.1K - $84.4K
|
1.37K
$1.08M
|
|
|
Aug 07, 2023
Q2 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-180- 21.56% |
$63.1K - $84.4K
|
655
$515K
|
|
|
Aug 10, 2023
Q2 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-180- 2.58% |
$63.1K - $84.4K
|
6.79K
$5.34M
|
|
|
Jul 20, 2023
Q2 2023
|
Planning Center, Inc.
|
SELL
|
- |
-181- 24.36% |
$63.5K - $84.9K
|
562
$442K
|
|
|
Aug 03, 2023
Q2 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-183- 19.93% |
$64.2K - $85.8K
|
735
$578K
|
|
|
Aug 15, 2023
Q2 2023
|
Sippican Capital Advisors
|
SELL
|
- |
-184- 4.27% |
$64.5K - $86.3K
|
4.12K
$3.24M
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-185- 18.21% |
$64.9K - $86.8K
|
831
$654K
|
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-185- 0.44% |
$64.9K - $86.8K
|
41.5K
$32.7M
|
|
|
Aug 07, 2023
Q2 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-186- 3.89% |
$65.2K - $87.2K
|
4.6K
$3.62M
|
|
|
Aug 09, 2023
Q2 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-189- 0.89% |
$66.3K - $88.6K
|
21K
$16.5M
|
|
|
Aug 14, 2023
Q2 2023
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-189- 16.68% |
$66.3K - $88.6K
|
944
$743K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-190- 12.31% |
$66.6K - $89.1K
|
1.35K
$1.07M
|
|
|
Aug 02, 2023
Q2 2023
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-190- 3.07% |
$66.6K - $89.1K
|
5.99K
$4.72M
|
|
|
Jul 17, 2023
Q2 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-192- 4.35% |
$67.3K - $90K
|
4.22K
$3.32M
|
|
|
Jul 14, 2023
Q2 2023
|
Patten & Patten Inc
|
SELL
|
- |
-195- 1.14% |
$68.4K - $91.5K
|
17K
$13.4M
|
|
|
Aug 10, 2023
Q2 2023
|
Profund Advisors LLC
|
SELL
|
- |
-195- 1.38% |
$68.4K - $91.5K
|
13.9K
$10.9M
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-195- 9.66% |
$68.4K - $91.5K
|
1.82K
$1.43M
|
|
|
Aug 09, 2023
Q2 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-196- 2.41% |
$68.7K - $91.9K
|
7.93K
$6.24M
|
|
|
Aug 08, 2023
Q2 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-199- 9.49% |
$69.8K - $93.3K
|
1.9K
$1.49M
|
|
|
Jul 20, 2023
Q2 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-200- 3.62% |
$70.1K - $93.8K
|
5.33K
$4.19M
|
|
|
Jul 31, 2023
Q2 2023
|
Antonetti Capital Management LLC
|
SELL
|
- |
-200- 15.63% |
$70.1K - $93.8K
|
1.08K
$850K
|
|
|
Aug 04, 2023
Q2 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-200- 25.48% |
$70.1K - $93.8K
|
585
$460K
|
|
|
Aug 11, 2023
Q2 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-200- 22.27% |
$70.1K - $93.8K
|
698
$549K
|
|
|
Aug 11, 2023
Q2 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-200- 7.98% |
$70.1K - $93.8K
|
2.31K
$1.81M
|
|
|
Aug 21, 2023
Q2 2023
|
Ccm Investment Advisers LLC
|
SELL
|
- |
-200- 16.45% |
$70.1K - $93.8K
|
1.02K
$800K
|
|
|
Aug 14, 2023
Q2 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-201- 9.11% |
$70.5K - $94.3K
|
2.01K
$1.58M
|
|
|
Aug 10, 2023
Q2 2023
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-204- 7.14% |
$71.6K - $95.7K
|
2.66K
$2.09M
|
|
|
Aug 07, 2023
Q2 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-209- 11.85% |
$73.3K - $98K
|
1.55K
$1.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Ledyard National Bank
|
SELL
|
- |
-210- 5.04% |
$73.7K - $98.5K
|
3.96K
$3.11M
|
|
|
Jul 14, 2023
Q2 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-214- 25.91% |
$75.1K - $100K
|
612
$482K
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
SELL
|
- |
-215- 2.4% |
$75.4K - $101K
|
8.73K
$6.87M
|
|
|
Aug 03, 2023
Q2 2023
|
Van Eck Associates Corp
|
SELL
|
- |
-218- 0.12% |
$76.5K - $102K
|
186K
$146M
|
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
SELL
|
- |
-220- 8.2% |
$77.2K - $103K
|
2.46K
$1.94M
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-221- 9.64% |
$77.5K - $104K
|
2.07K
$1.63M
|
|
|
Aug 02, 2023
Q2 2023
|
Sym Financial Corp
|
SELL
|
- |
-221- 3.8% |
$77.5K - $104K
|
5.6K
$4.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
SELL
|
- |
-224- 6.02% |
$78.6K - $105K
|
3.5K
$2.75M
|
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-227- 18.73% |
$79.6K - $106K
|
985
$775K
|
|
|
Aug 08, 2023
Q2 2023
|
Mitchell Capital Management CO
|
SELL
|
- |
-229- 1.35% |
$80.3K - $107K
|
16.7K
$13.1M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-230- 15.32% |
$80.7K - $108K
|
1.27K
$1M
|
|
|
Jul 31, 2023
Q2 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-230- 3.61% |
$80.7K - $108K
|
6.15K
$4.84M
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
SELL
|
- |
-231- 0.86% |
$81K - $108K
|
26.5K
$20.8M
|