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 07, 2023
Q2 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-3.51K- 38.46% |
$1.23M - $1.65M
|
5.62K
$4.47M
|
|
|
Aug 03, 2023
Q2 2023
|
Gouws Capital LLC
|
SELL
|
- |
-3.52K- 14.44% |
$1.23M - $1.65M
|
20.8K
$16.6M
|
|
|
Jul 14, 2023
Q2 2023
|
Cheyne Capital Management (Uk) LLP
|
SELL
|
- |
-3.54K- 19.14% |
$1.24M - $1.66M
|
15K
$11.9M
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-3.56K- 7.79% |
$1.25M - $1.67M
|
42.1K
$33.5M
|
|
|
Aug 02, 2023
Q2 2023
|
Stock Yards Bank & Trust CO
Louisville, KY |
SELL
|
- |
-3.59K- 2.51% |
$1.26M - $1.68M
|
139K
$111M
|
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-3.6K- 5.57% |
$1.26M - $1.69M
|
61.1K
$48.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Bowen Hanes & CO Inc
Atlanta, GA |
SELL
|
- |
-3.64K- 2.22% |
$1.28M - $1.71M
|
160K
$127M
|
|
|
Aug 01, 2023
Q2 2023
|
Spinnaker Trust
|
SELL
|
- |
-3.72K- 12.08% |
$1.3M - $1.74M
|
27.1K
$21.5M
|
|
|
Jul 20, 2023
Q2 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-3.75K- 19.05% |
$1.31M - $1.76M
|
15.9K
$12.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-3.83K- 12.97% |
$1.34M - $1.79M
|
25.7K
$20.4M
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-3.87K- 8.58% |
$1.36M - $1.82M
|
41.3K
$32.8M
|
|
|
Aug 14, 2023
Q2 2023
|
Advisors Asset Management, Inc.
Monument, CO |
SELL
|
- |
-3.88K- 4.91% |
$1.36M - $1.82M
|
75K
$59.7M
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.89K- 11.32% |
$1.36M - $1.82M
|
30.4K
$24.2M
|
|
|
Jul 21, 2023
Q2 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-3.91K- 9.09% |
$1.37M - $1.83M
|
39.1K
$31.1M
|
|
|
Aug 02, 2023
Q2 2023
|
Narwhal Capital Management
|
SELL
|
- |
-3.94K- 15.13% |
$1.38M - $1.85M
|
22.1K
$17.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
SELL
|
- |
-3.98K- 41.91% |
$1.39M - $1.87M
|
5.51K
$4.39M
|
|
|
Jul 07, 2023
Q2 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-4.01K- 22.25% |
$1.41M - $1.88M
|
14K
$11.2M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.12K- 29.97% |
$1.45M - $1.93M
|
9.64K
$7.67M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-4.13K- 12.45% |
$1.45M - $1.94M
|
29K
$23.1M
|
|
|
Aug 14, 2023
Q2 2023
|
Unio Capital LLC
|
SELL
|
- |
-4.29K- 21.51% |
$1.5M - $2.01M
|
15.6K
$12.4M
|
|
|
Aug 11, 2023
Q2 2023
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-4.3K- 4.04% |
$1.51M - $2.02M
|
102K
$81.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Winton Group LTD
London, X0 |
SELL
|
- |
-4.38K- 32.39% |
$1.54M - $2.06M
|
9.15K
$7.28M
|
|
|
Aug 10, 2023
Q2 2023
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-4.39K- 17.52% |
$1.54M - $2.06M
|
20.7K
$16.4M
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-4.61K- 60.47% |
$1.62M - $2.16M
|
3.02K
$2.4M
|
|
|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-4.61K- 16.79% |
$1.62M - $2.16M
|
22.9K
$18.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-4.62K- 99.91% |
$1.62M - $2.17M
|
4
$3.18K
|
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-4.63K- 21.52% |
$1.62M - $2.17M
|
16.9K
$13.4M
|
|
|
Jul 25, 2023
Q2 2023
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-4.65K- 1.0% |
$1.63M - $2.18M
|
459K
$365M
|
|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-4.67K- 60.31% |
$1.64M - $2.19M
|
3.07K
$2.44M
|
|
|
Aug 15, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-4.83K- 0.98% |
$1.69M - $2.26M
|
489K
$389M
|
|
|
Dec 19, 2023
Q2 2023
|
Public Employees Retirement System Of Ohio
Columbus, OH |
SELL
|
- |
-4.83K- 0.98% |
$1.69M - $2.26M
|
489K
$389M
|
|
|
Aug 14, 2023
Q2 2023
|
Utah Retirement Systems
Salt Lake City, UT |
SELL
|
- |
-4.83K- 3.22% |
$1.69M - $2.27M
|
145K
$116M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-4.95K- 47.95% |
$1.74M - $2.32M
|
5.38K
$4.28M
|
|
|
Aug 14, 2023
Q2 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-4.99K- 39.22% |
$1.75M - $2.34M
|
7.74K
$6.16M
|
|
|
Apr 05, 2024
Q2 2023
|
E. Ohman J:Or Asset Management Ab
Stockholm, V7 |
SELL
|
- |
-5K- 26.18% |
$1.75M - $2.34M
|
14.1K
$11.2M
|
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-5.16K- 14.78% |
$1.81M - $2.42M
|
29.8K
$23.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-5.22K- 25.01% |
$1.83M - $2.45M
|
15.7K
$12.5M
|
|
|
Aug 03, 2023
Q2 2023
|
Forsta Ap Fonden
Stockholm, V7 |
SELL
|
- |
-5.3K- 2.67% |
$1.86M - $2.49M
|
193K
$154M
|
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-5.33K- 17.86% |
$1.87M - $2.5M
|
24.5K
$19.5M
|
|
|
Jul 06, 2023
Q2 2023
|
Madden Securities Corp
|
SELL
|
- |
-5.34K- 30.58% |
$1.87M - $2.5M
|
12.1K
$9.64M
|
|
|
Aug 11, 2023
Q2 2023
|
Amalgamated Bank
New York, NY |
SELL
|
- |
-5.34K- 2.24% |
$1.87M - $2.5M
|
233K
$185M
|
|
|
Aug 11, 2023
Q2 2023
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-5.53K- 11.43% |
$1.94M - $2.59M
|
42.8K
$34.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-5.58K- 19.77% |
$1.96M - $2.62M
|
22.7K
$18M
|
|
|
Aug 10, 2023
Q2 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-5.61K- 40.79% |
$1.97M - $2.63M
|
8.15K
$6.48M
|
|
|
Aug 14, 2023
Q2 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-5.63K- 6.41% |
$1.97M - $2.64M
|
82.2K
$65.4M
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-5.67K- 22.47% |
$1.99M - $2.66M
|
19.6K
$15.6M
|
|
|
Aug 11, 2023
Q2 2023
|
Marsico Capital Management LLC
Denver, CO |
SELL
|
- |
-5.87K- 2.71% |
$2.06M - $2.75M
|
210K
$167M
|
|
|
Aug 07, 2023
Q2 2023
|
Atalanta Sosnoff Capital, LLC
|
SELL
|
- |
-6.06K- 2.66% |
$2.13M - $2.84M
|
222K
$177M
|
|
|
Aug 07, 2023
Q2 2023
|
Polaris Wealth Advisory Group, LLC
|
SELL
|
- |
-6.17K- 17.73% |
$2.17M - $2.9M
|
28.6K
$22.8M
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-6.23K- 70.21% |
$2.18M - $2.92M
|
2.64K
$2.1M
|