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 |
|---|---|---|---|---|---|---|---|
|
Feb 20, 2025
Q2 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-231- 10.47% |
$81K - $108K
|
1.98K
$1.55M
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-235- 6.34% |
$82.4K - $110K
|
3.47K
$2.73M
|
|
|
Jul 12, 2023
Q2 2023
|
First National Bank Of South Miami
|
SELL
|
- |
-240- 11.24% |
$84.2K - $113K
|
1.9K
$1.49M
|
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-240- 1.09% |
$84.2K - $113K
|
21.9K
$17.2M
|
|
|
Aug 07, 2023
Q2 2023
|
American Investment Services, Inc.
|
SELL
|
- |
-242- 11.26% |
$84.9K - $113K
|
1.91K
$1.5M
|
|
|
Aug 10, 2023
Q2 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-243- 11.91% |
$85.2K - $114K
|
1.8K
$1.41M
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-246- 10.83% |
$86.3K - $115K
|
2.03K
$1.59M
|
|
|
Apr 10, 2025
Q2 2023
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-246- 32.8% |
$86.3K - $115K
|
504
$397K
|
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-247- 11.93% |
$86.6K - $116K
|
1.82K
$1.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-247- 32.41% |
$86.6K - $116K
|
515
$405K
|
|
|
Aug 14, 2023
Q2 2023
|
Syntax Advisors, LLC
New York, NY |
SELL
|
- |
-247- 32.41% |
$86.6K - $116K
|
515
$405K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-248- 77.74% |
$87K - $116K
|
71
$55.9K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-250- 2.19% |
$87.7K - $117K
|
11.2K
$8.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-250- 5.52% |
$87.7K - $117K
|
4.28K
$3.37M
|
|
|
Aug 01, 2023
Q2 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-250- 13.9% |
$87.7K - $117K
|
1.55K
$1.22M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-250- 5.92% |
$87.7K - $117K
|
3.98K
$3.13M
|
|
|
Aug 11, 2023
Q2 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
SELL
|
- |
-251- 14.12% |
$88K - $118K
|
1.53K
$1.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-254- 10.11% |
$89.1K - $119K
|
2.26K
$1.78M
|
|
|
Jul 18, 2023
Q2 2023
|
Welch Group, LLC
|
SELL
|
- |
-256- 4.47% |
$89.8K - $120K
|
5.47K
$4.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-257- 7.78% |
$90.1K - $121K
|
3.05K
$2.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-258- 9.53% |
$90.5K - $121K
|
2.45K
$1.93M
|
|
|
Aug 08, 2023
Q2 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-268- 3.15% |
$94K - $126K
|
8.25K
$6.49M
|
|
|
Aug 14, 2023
Q2 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-268- 2.05% |
$94K - $126K
|
12.8K
$10.1M
|
|
|
Jul 21, 2023
Q2 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-269- 3.51% |
$94.3K - $126K
|
7.39K
$5.81M
|
|
|
Aug 10, 2023
Q2 2023
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-279- 0.09% |
$97.9K - $131K
|
322K
$254M
|
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-280- 6.22% |
$98.2K - $131K
|
4.22K
$3.32M
|
|
|
Jul 26, 2023
Q2 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-283- 7.32% |
$99.3K - $133K
|
3.58K
$2.82M
|
|
|
Jul 06, 2023
Q2 2023
|
First Hawaiian Bank
|
SELL
|
- |
-284- 3.15% |
$99.6K - $133K
|
8.74K
$6.88M
|
|
|
Aug 10, 2023
Q2 2023
|
Granite Shares Advisors LLC
|
SELL
|
- |
-284- 9.62% |
$99.6K - $133K
|
2.67K
$2.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-286- 5.14% |
$100K - $134K
|
5.28K
$4.15M
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-287- 8.24% |
$101K - $135K
|
3.2K
$2.51M
|
|
|
Jul 10, 2023
Q2 2023
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-288- 1.52% |
$101K - $135K
|
18.7K
$14.7M
|
|
|
Jul 14, 2023
Q2 2023
|
Maple Capital Management, Inc.
|
SELL
|
- |
-290- 0.53% |
$102K - $136K
|
54K
$42.5M
|
|
|
Aug 04, 2023
Q2 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-290- 5.59% |
$102K - $136K
|
4.89K
$3.85M
|
|
|
Mar 13, 2024
Q2 2023
|
Moneco Advisors, LLC
Fairfield, CT |
SELL
|
- |
-290- 9.59% |
$102K - $136K
|
2.73K
$2.15M
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
SELL
|
- |
-291- 5.73% |
$102K - $136K
|
4.79K
$3.77M
|
|
|
Jul 06, 2023
Q2 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-293- 3.04% |
$103K - $137K
|
9.36K
$7.37M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Financial Services, Inc.
|
SELL
|
- |
-294- 17.03% |
$103K - $138K
|
1.43K
$1.13M
|
|
|
Jul 21, 2023
Q2 2023
|
First Command Bank
|
SELL
|
- |
-294- 17.03% |
$103K - $138K
|
1.43K
$1.13M
|
|
|
Jul 31, 2023
Q2 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-296- 3.83% |
$104K - $139K
|
7.42K
$5.84M
|
|
|
Jul 25, 2023
Q2 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-297- 7.18% |
$104K - $139K
|
3.84K
$3.02M
|
|
|
Jul 14, 2023
Q2 2023
|
Cohen Klingenstein LLC
|
SELL
|
- |
-299- 0.21% |
$105K - $140K
|
143K
$112M
|
|
|
Jul 24, 2023
Q2 2023
|
Strong Box Wealth, LLC
|
SELL
|
- |
-299- 39.03% |
$105K - $140K
|
467
$367K
|
|
|
Jul 31, 2023
Q2 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-299- 5.21% |
$105K - $140K
|
5.45K
$4.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-299- 97.39% |
$105K - $140K
|
8
$6.3K
|
|
|
Jul 21, 2023
Q2 2023
|
Meyer Handelman CO
|
SELL
|
- |
-300- 0.95% |
$105K - $141K
|
31.2K
$24.6M
|
|
|
Jul 27, 2023
Q2 2023
|
Moreno Evelyn V
Boston, MA |
SELL
|
- |
-300- 14.56% |
$105K - $141K
|
1.76K
$1.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Blackhill Capital Inc
Morristown, NJ |
SELL
|
- |
-300- 0.21% |
$105K - $141K
|
145K
$114M
|
|
|
Jul 11, 2023
Q2 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-303- 1.75% |
$106K - $142K
|
17K
$13.4M
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-303- 2.57% |
$106K - $142K
|
11.5K
$9.04M
|