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
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-550- 18.8% |
$193K - $258K
|
2.38K
$1.89M
|
|
Jul 18, 2023
Q2 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-558- 14.91% |
$196K - $262K
|
3.19K
$2.53M
|
|
Jul 12, 2023
Q2 2023
|
Windsor Group LTD
|
SELL
|
- |
-559- 0.92% |
$196K - $262K
|
60.5K
$48.1M
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-577- 1.38% |
$202K - $271K
|
41.3K
$32.8M
|
|
Aug 08, 2023
Q2 2023
|
Brooktree Capital Management
|
SELL
|
- |
-579- 7.02% |
$203K - $272K
|
7.67K
$6.11M
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-584- 4.9% |
$205K - $274K
|
11.3K
$9.01M
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-588- 2.09% |
$206K - $276K
|
27.5K
$21.9M
|
|
Jul 11, 2023
Q2 2023
|
Monumental Financial Group Inc.
|
SELL
|
- |
-591- 17.37% |
$207K - $277K
|
2.81K
$2.24M
|
|
Jul 26, 2023
Q2 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-592- 15.93% |
$208K - $278K
|
3.13K
$2.49M
|
|
Aug 09, 2023
Q2 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-594- 1.44% |
$208K - $279K
|
40.5K
$32.3M
|
|
Jul 17, 2023
Q2 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-597- 16.84% |
$209K - $280K
|
2.95K
$2.35M
|
|
Jul 26, 2023
Q2 2023
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-603- 2.19% |
$211K - $283K
|
27K
$21.5M
|
|
Aug 04, 2023
Q2 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-604- 27.37% |
$212K - $283K
|
1.6K
$1.28M
|
|
Aug 14, 2023
Q2 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-606- 0.88% |
$213K - $284K
|
67.9K
$54M
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-609- 3.34% |
$214K - $286K
|
17.6K
$14M
|
|
Jul 20, 2023
Q2 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-610- 2.78% |
$214K - $286K
|
21.3K
$17M
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-623- 10.58% |
$219K - $292K
|
5.27K
$4.19M
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-628- 21.54% |
$220K - $295K
|
2.29K
$1.82M
|
|
Aug 10, 2023
Q2 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-630- 5.63% |
$221K - $295K
|
10.6K
$8.4M
|
|
Aug 10, 2023
Q2 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-631- 37.97% |
$221K - $296K
|
1.03K
$820K
|
|
Aug 14, 2023
Q2 2023
|
Kingfisher Capital LLC
|
SELL
|
- |
-637- 6.92% |
$223K - $299K
|
8.57K
$6.82M
|
|
Jul 27, 2023
Q2 2023
|
Bank Ozk
|
SELL
|
- |
-639- 4.81% |
$224K - $300K
|
12.7K
$10.1M
|
|
Aug 07, 2023
Q2 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-641- 10.69% |
$225K - $301K
|
5.35K
$4.26M
|
|
Jul 19, 2023
Q2 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-642- 70.01% |
$225K - $301K
|
275
$219K
|
|
Aug 14, 2023
Q2 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
SELL
|
- |
-643- 20.68% |
$226K - $302K
|
2.47K
$1.96M
|
|
Aug 14, 2023
Q2 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-650- 4.53% |
$228K - $305K
|
13.7K
$10.9M
|
|
Aug 03, 2023
Q2 2023
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-653- 6.26% |
$229K - $306K
|
9.78K
$7.78M
|
|
Aug 11, 2023
Q2 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-655- 21.8% |
$230K - $307K
|
2.35K
$1.87M
|
|
Aug 09, 2023
Q2 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-656- 1.74% |
$230K - $308K
|
37K
$29.4M
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-662- 3.37% |
$232K - $310K
|
19K
$15.1M
|
|
Aug 15, 2023
Q2 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-682- 51.12% |
$239K - $320K
|
652
$519K
|
|
Jul 31, 2023
Q2 2023
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-683- 10.67% |
$240K - $320K
|
5.72K
$4.55M
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-684- 4.77% |
$240K - $321K
|
13.7K
$10.9M
|
|
Aug 11, 2023
Q2 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-685- 21.13% |
$240K - $321K
|
2.56K
$2.03M
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-689- 57.9% |
$242K - $323K
|
501
$399K
|
|
Aug 11, 2023
Q2 2023
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-691- 2.99% |
$242K - $324K
|
22.5K
$17.9M
|
|
Aug 04, 2023
Q2 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-693- 1.44% |
$243K - $325K
|
47.6K
$37.9M
|
|
Aug 14, 2023
Q2 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-693- 49.96% |
$243K - $325K
|
694
$552K
|
|
Jul 11, 2023
Q2 2023
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-698- 34.55% |
$245K - $327K
|
1.32K
$1.05M
|
|
Jul 25, 2023
Q2 2023
|
Qcm Cayman, Ltd.
|
SELL
|
- |
-698- 52.36% |
$245K - $327K
|
635
$505K
|
|
Jul 17, 2023
Q2 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-700- 22.99% |
$246K - $328K
|
2.35K
$1.87M
|
|
Aug 04, 2023
Q2 2023
|
Anchor Capital Advisors LLC
|
SELL
|
- |
-708- 48.0% |
$248K - $332K
|
767
$610K
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
SELL
|
- |
-711- 1.18% |
$249K - $333K
|
59.5K
$47.3M
|
|
Aug 11, 2023
Q2 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-716- 3.59% |
$251K - $336K
|
19.2K
$15.3M
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-719- 2.37% |
$252K - $337K
|
29.6K
$23.6M
|
|
Jul 11, 2023
Q2 2023
|
Life Pro Asset Management
|
SELL
|
- |
-724- 35.47% |
$254K - $340K
|
1.32K
$1.05M
|
|
Aug 08, 2023
Q2 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-728- 1.43% |
$255K - $341K
|
50.1K
$39.8M
|
|
Jul 06, 2023
Q2 2023
|
In Track Investment Management Inc
|
SELL
|
- |
-730- 11.77% |
$256K - $342K
|
5.47K
$4.35M
|
|
Aug 01, 2023
Q2 2023
|
Community Bank, N.A.
|
SELL
|
- |
-730- 12.47% |
$256K - $342K
|
5.13K
$4.08M
|
|
Aug 11, 2023
Q2 2023
|
First National Advisers, LLC
Omaha, NE |
SELL
|
- |
-734- 14.44% |
$257K - $344K
|
4.35K
$3.46M
|