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
|
Welch & Forbes LLC
|
SELL
|
- |
-971- 0.79% |
$341K - $455K
|
122K
$95.9M
|
|
|
Jul 28, 2023
Q2 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-985- 3.37% |
$345K - $462K
|
28.3K
$22.2M
|
|
|
Jul 18, 2023
Q2 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-988- 5.69% |
$347K - $463K
|
16.4K
$12.9M
|
|
|
Jan 12, 2024
Q2 2023
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-988- 5.89% |
$347K - $463K
|
15.8K
$12.4M
|
|
|
Jul 24, 2023
Q2 2023
|
Carlson Capital Management
|
SELL
|
- |
-992- 27.25% |
$348K - $465K
|
2.65K
$2.08M
|
|
|
Jul 05, 2023
Q2 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-1K- 35.78% |
$351K - $469K
|
1.8K
$1.41M
|
|
|
Aug 14, 2023
Q2 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1K- 38.36% |
$351K - $469K
|
1.61K
$1.26M
|
|
|
Jul 20, 2023
Q2 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-1K- 9.52% |
$351K - $469K
|
9.52K
$7.49M
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.01K- 4.2% |
$353K - $472K
|
23K
$18.1M
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.01K- 5.32% |
$354K - $473K
|
17.9K
$14.1M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-1.02K- 4.59% |
$357K - $477K
|
21.1K
$16.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-1.02K- 24.03% |
$357K - $478K
|
3.22K
$2.53M
|
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-1.03K- 37.61% |
$360K - $481K
|
1.7K
$1.34M
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.04K- 6.1% |
$366K - $490K
|
16.1K
$12.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-1.05K- 30.33% |
$368K - $492K
|
2.41K
$1.9M
|
|
|
Jul 12, 2023
Q2 2023
|
Cardinal Capital Management
|
SELL
|
- |
-1.07K- 2.86% |
$374K - $500K
|
36.2K
$28.5M
|
|
|
Jul 14, 2023
Q2 2023
|
First Financial Corp
|
SELL
|
- |
-1.07K- 18.09% |
$375K - $501K
|
4.84K
$3.81M
|
|
|
Aug 10, 2023
Q2 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-1.08K- 1.44% |
$378K - $506K
|
73.8K
$58.1M
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-1.09K- 24.35% |
$381K - $509K
|
3.37K
$2.65M
|
|
|
Aug 11, 2023
Q2 2023
|
Vident Investment Advisory, LLC
Alpharetta, GA |
SELL
|
- |
-1.09K- 2.6% |
$382K - $511K
|
40.8K
$32.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-1.1K- 5.24% |
$384K - $514K
|
19.8K
$15.6M
|
|
|
Aug 09, 2023
Q2 2023
|
Greenleaf Trust
Kalamazoo, MI |
SELL
|
- |
-1.14K- 4.59% |
$401K - $536K
|
23.7K
$18.7M
|
|
|
Aug 04, 2023
Q2 2023
|
Saturna Capital Corp
Bellingham, WA |
SELL
|
- |
-1.15K- 0.14% |
$403K - $539K
|
796K
$626M
|
|
|
Jul 27, 2023
Q2 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-1.16K- 4.83% |
$408K - $545K
|
22.9K
$18M
|
|
|
Jul 24, 2023
Q2 2023
|
North Point Portfolio Managers Corp
|
SELL
|
- |
-1.17K- 71.58% |
$409K - $547K
|
463
$364K
|
|
|
Aug 11, 2023
Q2 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-1.17K- 6.32% |
$410K - $549K
|
17.4K
$13.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-1.17K- 0.98% |
$411K - $549K
|
118K
$92.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-1.17K- 51.13% |
$411K - $550K
|
1.12K
$881K
|
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-1.2K- 62.18% |
$421K - $563K
|
730
$574K
|
|
|
Jul 27, 2023
Q2 2023
|
Leisure Capital Management
|
SELL
|
- |
-1.2K- 56.39% |
$421K - $563K
|
928
$730K
|
|
|
Aug 08, 2023
Q2 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1.2K- 21.43% |
$421K - $563K
|
4.4K
$3.46M
|
|
|
Aug 11, 2023
Q2 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-1.2K- 21.43% |
$421K - $563K
|
4.4K
$3.46M
|
|
|
Jul 25, 2023
Q2 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-1.21K- 8.87% |
$425K - $568K
|
12.4K
$9.79M
|
|
|
Jul 11, 2023
Q2 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-1.23K- 8.21% |
$432K - $578K
|
13.8K
$10.9M
|
|
|
Aug 14, 2023
Q2 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-1.24K- 36.05% |
$434K - $581K
|
2.2K
$1.73M
|
|
|
Jul 26, 2023
Q2 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.25K- 13.75% |
$437K - $584K
|
7.81K
$6.15M
|
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.25K- 31.53% |
$437K - $585K
|
2.71K
$2.13M
|
|
|
Aug 07, 2023
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-1.25K- 13.61% |
$439K - $587K
|
7.95K
$6.26M
|
|
|
Aug 14, 2023
Q2 2023
|
Badgley Phelps Wealth Managers, LLC
|
SELL
|
- |
-1.26K- 1.37% |
$440K - $589K
|
90.6K
$71.3M
|
|
|
Aug 14, 2023
Q2 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-1.27K- 0.32% |
$445K - $595K
|
399K
$314M
|
|
|
Jan 28, 2025
Q2 2023
|
Westmount Partners, LLC
Los Angeles, CA |
SELL
|
- |
-1.27K- 61.43% |
$446K - $596K
|
798
$628K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-1.28K- 23.18% |
$448K - $598K
|
4.23K
$3.33M
|
|
|
Jul 26, 2023
Q2 2023
|
Cadinha & CO LLC
|
SELL
|
- |
-1.29K- 5.95% |
$454K - $606K
|
20.4K
$16.1M
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-1.29K- 2.39% |
$454K - $607K
|
52.9K
$41.6M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-1.29K- 2.33% |
$454K - $607K
|
54.2K
$42.7M
|
|
|
Jul 31, 2023
Q2 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-1.31K- 8.49% |
$458K - $612K
|
14.1K
$11.1M
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.31K- 3.13% |
$458K - $613K
|
40.5K
$31.8M
|
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.34K- 3.91% |
$471K - $630K
|
33K
$26M
|
|
|
Aug 14, 2023
Q2 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-1.34K- 20.03% |
$471K - $630K
|
5.37K
$4.22M
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-1.35K- 19.81% |
$472K - $631K
|
5.44K
$4.28M
|