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 25, 2023
Q2 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-315- 2.87% |
$110K - $148K
|
10.7K
$8.48M
|
|
|
Jul 27, 2023
Q2 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-315- 9.29% |
$110K - $148K
|
3.07K
$2.45M
|
|
|
Aug 07, 2023
Q2 2023
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-315- 6.94% |
$110K - $148K
|
4.23K
$3.36M
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-319- 2.5% |
$112K - $150K
|
12.4K
$9.88M
|
|
|
May 20, 2024
Q2 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-319- 3.06% |
$112K - $150K
|
10.1K
$8.03M
|
|
|
Aug 14, 2023
Q2 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-322- 6.43% |
$113K - $151K
|
4.69K
$3.73M
|
|
|
Jul 21, 2023
Q2 2023
|
Hedeker Wealth, LLC
|
SELL
|
- |
-324- 15.28% |
$114K - $152K
|
1.8K
$1.43M
|
|
|
Aug 11, 2023
Q2 2023
|
Puzo Michael J
|
SELL
|
- |
-325- 14.61% |
$114K - $152K
|
1.9K
$1.51M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-326- 3.87% |
$114K - $153K
|
8.1K
$6.44M
|
|
|
Aug 11, 2023
Q2 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-327- 11.25% |
$115K - $153K
|
2.58K
$2.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-330- 1.5% |
$116K - $155K
|
21.6K
$17.2M
|
|
|
Jul 06, 2023
Q2 2023
|
Boltwood Capital Management
|
SELL
|
- |
-335- 9.38% |
$117K - $157K
|
3.24K
$2.57M
|
|
|
Aug 01, 2023
Q2 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-336- 15.43% |
$118K - $158K
|
1.84K
$1.46M
|
|
|
Aug 07, 2023
Q2 2023
|
Hoyle Cohen, LLC
|
SELL
|
- |
-338- 5.79% |
$119K - $159K
|
5.5K
$4.37M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-339- 11.77% |
$119K - $159K
|
2.54K
$2.02M
|
|
|
Aug 02, 2023
Q2 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-341- 7.76% |
$120K - $160K
|
4.06K
$3.23M
|
|
|
Jul 13, 2023
Q2 2023
|
Innova Wealth Partners
|
SELL
|
- |
-345- 24.64% |
$121K - $162K
|
1.06K
$839K
|
|
|
Jul 13, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-348- 4.32% |
$122K - $163K
|
7.71K
$6.13M
|
|
|
Jul 21, 2023
Q2 2023
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-348- 19.77% |
$122K - $163K
|
1.41K
$1.12M
|
|
|
Jul 21, 2023
Q2 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-348- 7.51% |
$122K - $163K
|
4.29K
$3.41M
|
|
|
Aug 01, 2023
Q2 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-348- 4.76% |
$122K - $163K
|
6.96K
$5.54M
|
|
|
Oct 24, 2023
Q2 2023
|
Lynch & Associates
|
SELL
|
- |
-348- 4.32% |
$122K - $163K
|
7.71K
$6.13M
|
|
|
Aug 16, 2023
Q2 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-349- 29.45% |
$122K - $164K
|
836
$665K
|
|
|
Jul 27, 2023
Q2 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-353- 3.12% |
$124K - $166K
|
11K
$8.72M
|
|
|
Aug 08, 2023
Q2 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-355- 16.56% |
$125K - $166K
|
1.79K
$1.42M
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-356- 1.62% |
$125K - $167K
|
21.6K
$17.2M
|
|
|
Aug 11, 2023
Q2 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-356- 8.22% |
$125K - $167K
|
3.98K
$3.16M
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-358- 6.48% |
$126K - $168K
|
5.17K
$4.11M
|
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-363- 31.73% |
$127K - $170K
|
781
$621K
|
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-367- 30.46% |
$129K - $172K
|
838
$667K
|
|
|
Jul 27, 2023
Q2 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-370- 7.34% |
$130K - $174K
|
4.67K
$3.72M
|
|
|
Aug 09, 2023
Q2 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-370- 0.46% |
$130K - $174K
|
80.5K
$64.1M
|
|
|
Jul 07, 2023
Q2 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-375- 4.05% |
$132K - $176K
|
8.88K
$7.07M
|
|
|
Jul 18, 2023
Q2 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-375- 17.02% |
$132K - $176K
|
1.83K
$1.45M
|
|
|
Jul 20, 2023
Q2 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-379- 12.39% |
$133K - $178K
|
2.68K
$2.13M
|
|
|
Jul 12, 2023
Q2 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-387- 3.32% |
$136K - $181K
|
11.3K
$8.96M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-387- 16.38% |
$136K - $181K
|
1.98K
$1.57M
|
|
|
Aug 01, 2023
Q2 2023
|
Griffin Asset Management, Inc.
|
SELL
|
- |
-388- 41.77% |
$136K - $182K
|
541
$430K
|
|
|
Jul 19, 2023
Q2 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-390- 6.7% |
$137K - $183K
|
5.43K
$4.32M
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-390- 3.14% |
$137K - $183K
|
12K
$9.56M
|
|
|
Aug 07, 2023
Q2 2023
|
Amica Retiree Medical Trust
|
SELL
|
- |
-392- 14.76% |
$137K - $184K
|
2.26K
$1.8M
|
|
|
Aug 10, 2023
Q2 2023
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-392- 9.93% |
$137K - $184K
|
3.55K
$2.83M
|
|
|
Jul 19, 2023
Q2 2023
|
Wallington Asset Management, LLC
|
SELL
|
- |
-399- 7.75% |
$140K - $187K
|
4.75K
$3.78M
|
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
SELL
|
- |
-399- 1.73% |
$140K - $187K
|
22.7K
$18M
|
|
|
Jul 07, 2023
Q2 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-400- 1.07% |
$140K - $188K
|
36.9K
$29.3M
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
SELL
|
- |
-400- 38.46% |
$140K - $188K
|
640
$509K
|
|
|
Jul 11, 2023
Q2 2023
|
Tl Private Wealth
|
SELL
|
- |
-400- 36.36% |
$140K - $188K
|
700
$557K
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-400- 7.96% |
$140K - $188K
|
4.63K
$3.68M
|
|
|
Aug 07, 2023
Q2 2023
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-400- 0.61% |
$140K - $188K
|
65K
$51.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-400- 13.33% |
$140K - $188K
|
2.6K
$2.07M
|