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 26, 2023
Q2 2023
|
Close Asset Management LTD
|
BUY
|
- |
1.6K+ 56.91% |
$560K - $749K
|
4.4K
$3.5M
|
|
Aug 11, 2023
Q2 2023
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
BUY
|
- |
1.59KNew |
$558K - $746K
|
1.59K
$1.27M
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.59KNew |
$557K - $745K
|
1.59K
$1.26M
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
1.59K+ 126.25% |
$557K - $744K
|
2.84K
$2.26M
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.58K+ 8.39% |
$556K - $743K
|
20.5K
$16.3M
|
|
Aug 09, 2023
Q2 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
1.55KNew |
$545K - $728K
|
1.55K
$1.24M
|
|
Aug 14, 2023
Q2 2023
|
Wahed Invest LLC
New York, NY |
BUY
|
- |
1.55K+ 14.43% |
$544K - $727K
|
12.3K
$9.78M
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
1.54K+ 48.65% |
$539K - $721K
|
4.7K
$3.74M
|
|
Aug 14, 2023
Q2 2023
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
1.52KNew |
$534K - $714K
|
1.52K
$1.21M
|
|
Aug 14, 2023
Q2 2023
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
1.52K+ 15.37% |
$531K - $711K
|
11.4K
$9.05M
|
|
Jul 18, 2023
Q2 2023
|
Diversified Trust CO
|
BUY
|
- |
1.51K+ 13.99% |
$529K - $707K
|
12.3K
$9.77M
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
BUY
|
- |
1.51K+ 7.63% |
$529K - $707K
|
21.3K
$16.9M
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
1.46K+ 1.71% |
$511K - $684K
|
86.8K
$69.1M
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.44K+ 204.1% |
$506K - $677K
|
2.15K
$1.71M
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
1.44K+ 7.06% |
$503K - $673K
|
21.8K
$17.3M
|
|
Feb 06, 2024
Q2 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
1.42K+ 21.78% |
$499K - $667K
|
7.95K
$6.33M
|
|
Aug 15, 2023
Q2 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
1.42K+ 4.63% |
$498K - $666K
|
32.1K
$25.5M
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
1.4KNew |
$492K - $658K
|
1.4K
$1.12M
|
|
Aug 07, 2023
Q2 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
1.4K+ 217.7% |
$492K - $658K
|
2.05K
$1.63M
|
|
Aug 02, 2023
Q2 2023
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
1.37K+ 28.89% |
$480K - $642K
|
6.11K
$4.86M
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.35K+ 21.4% |
$475K - $635K
|
7.67K
$6.11M
|
|
Jul 17, 2023
Q2 2023
|
Naples Global Advisors, LLC
Naples, FL |
BUY
|
- |
1.35K+ 10.11% |
$473K - $633K
|
14.7K
$11.7M
|
|
Jul 13, 2023
Q2 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
1.35K+ 71.73% |
$472K - $632K
|
3.23K
$2.57M
|
|
Aug 08, 2023
Q2 2023
|
Advisor Os, LLC
|
BUY
|
- |
1.33K+ 122.43% |
$467K - $625K
|
2.42K
$1.93M
|
|
Aug 14, 2023
Q2 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
1.32KNew |
$464K - $620K
|
1.32K
$1.05M
|
|
Feb 16, 2024
Q2 2023
|
Main Street Investment Advisors LLC
|
BUY
|
- |
1.32KNew |
$464K - $620K
|
1.32K
$1.05M
|
|
Aug 03, 2023
Q2 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
1.32K+ 356.91% |
$462K - $618K
|
1.69K
$1.34M
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.32K+ 15.99% |
$462K - $618K
|
9.55K
$7.6M
|
|
Nov 15, 2023
Q2 2023
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
1.3KNew |
$457K - $612K
|
1.3K
$1.04M
|
|
Jul 11, 2023
Q2 2023
|
Legacy Bridge, LLC
|
BUY
|
- |
1.28K+ 31.74% |
$449K - $600K
|
5.31K
$4.23M
|
|
Aug 14, 2023
Q2 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.27K+ 14.18% |
$447K - $597K
|
10.3K
$8.16M
|
|
Jul 20, 2023
Q2 2023
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.27K+ 19.65% |
$444K - $594K
|
7.71K
$6.14M
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.27K+ 1.78% |
$444K - $593K
|
72.5K
$57.7M
|
|
Jul 27, 2023
Q2 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
1.25K+ 21.17% |
$438K - $586K
|
7.16K
$5.69M
|
|
Aug 07, 2023
Q2 2023
|
Coastline Trust CO
|
BUY
|
- |
1.24K+ 6.5% |
$433K - $579K
|
20.2K
$16.1M
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
1.23K+ 11.79% |
$430K - $575K
|
11.6K
$9.25M
|
|
Aug 14, 2023
Q2 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.21K+ 4488.89% |
$425K - $568K
|
1.24K
$986K
|
|
Aug 02, 2023
Q2 2023
|
1776 Wealth LLC
|
BUY
|
- |
1.21KNew |
$423K - $566K
|
1.21K
$960K
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.2K+ 113.08% |
$422K - $564K
|
2.27K
$1.8M
|
|
Aug 14, 2023
Q2 2023
|
Dantai Capital LTD
Hong Kong, K3 |
BUY
|
- |
1.2KNew |
$421K - $563K
|
1.2K
$955K
|
|
Jul 31, 2023
Q2 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
1.2K+ 54.38% |
$420K - $562K
|
3.4K
$2.71M
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.2K+ 20.68% |
$420K - $561K
|
6.98K
$5.56M
|
|
Aug 07, 2023
Q2 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.19K+ 29.25% |
$418K - $559K
|
5.27K
$4.19M
|
|
Aug 11, 2023
Q2 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
1.19KNew |
$417K - $557K
|
1.19K
$945K
|
|
Jul 26, 2023
Q2 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
1.19K+ 1079.09% |
$416K - $557K
|
1.3K
$1.03M
|
|
Aug 07, 2023
Q2 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1.18K+ 40.31% |
$415K - $555K
|
4.12K
$3.28M
|
|
Aug 14, 2023
Q2 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
1.17K+ 2.24% |
$409K - $546K
|
53.1K
$42.2M
|
|
Jul 31, 2023
Q2 2023
|
Credit Agricole S A
|
BUY
|
- |
1.16K+ 7.36% |
$405K - $542K
|
16.9K
$13.4M
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.15K+ 67.62% |
$404K - $541K
|
2.86K
$2.27M
|
|
Jul 14, 2023
Q2 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
1.15K+ 7.49% |
$404K - $540K
|
16.5K
$13.2M
|