Purchases and Sales Made in Q3 2023 in Eli Lilly & CO (LLY)

LLY Quotes by TradingView

This table provides information about the institutional ownership of Eli Lilly & CO (LLY) during Q3 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
Oct 20, 2023 Q3 2023
Bfsg, LLC

BUY
 -
1.05K
New
$456K - $629K
1.05K $785K
Oct 05, 2023 Q3 2023
Almanack Investment Partners, Llc.

Wayne, PA
BUY
 -
1.03K
+ 73.43%
$448K - $618K
2.44K $1.82M
Oct 19, 2023 Q3 2023
Connecticut Wealth Management, LLC

BUY
 -
1.03K
+ 55.41%
$447K - $617K
2.89K $2.16M
Nov 13, 2023 Q3 2023
Columbia Asset Management

Ann Arbor, MI
BUY
 -
1.03K
+ 13.18%
$446K - $614K
8.8K $6.58M
Nov 14, 2023 Q3 2023
Shay Capital LLC

New York, NY
BUY
 -
1.02K
New
$443K - $611K
1.02K $763K
Nov 01, 2023 Q3 2023
Petra Financial Advisors Inc

Colorado Srpings, CO
BUY
 -
1.01K
New
$440K - $606K
1.01K $757K
Oct 10, 2023 Q3 2023
Lvw Advisors, LLC

BUY
 -
1.01K
+ 51.83%
$438K - $604K
2.95K $2.21M
Nov 13, 2023 Q3 2023
Private Advisory Group LLC

Redmond, WA
BUY
 -
988
+ 6.25%
$429K - $592K
16.8K $12.6M
Nov 07, 2023 Q3 2023
Riverpark Capital Management LLC

New York, NY
BUY
 -
987
New
$429K - $592K
987 $738K
Oct 10, 2023 Q3 2023
Dynamic Advisor Solutions LLC

BUY
 -
986
+ 7.23%
$429K - $591K
14.6K $10.9M
Nov 03, 2023 Q3 2023
Mgo One Seven LLC

Beachwood, OH
BUY
 -
980
+ 11.97%
$426K - $587K
9.17K $6.86M
Nov 14, 2023 Q3 2023
Baader Bank Aktiengesellschaft

Unterschleissheim, 2M
BUY
 -
977
+ 125.42%
$425K - $586K
1.76K $1.31M
Nov 07, 2023 Q3 2023
Avantax Advisory Services, Inc.

BUY
 -
958
+ 2.7%
$416K - $574K
36.5K $27.3M
Oct 20, 2023 Q3 2023
Wendell David Associates Inc

BUY
 -
954
+ 2.25%
$415K - $572K
43.3K $32.4M
Nov 03, 2023 Q3 2023
Syntal Capital Partners, LLC

Midland, TX
BUY
 -
953
New
$414K - $571K
953 $713K
Nov 13, 2023 Q3 2023
Concentric Capital Strategies, LP

Stamford, CT
BUY
 -
947
New
$412K - $568K
947 $708K
Nov 15, 2023 Q3 2023
Penserra Capital Management LLC

Orinda, CA
BUY
 -
940
+ 18.37%
$409K - $563K
6.06K $4.53M
Dec 01, 2023 Q3 2023
National Asset Management, Inc.

Boca Raton, FL
BUY
 -
936
+ 2.22%
$407K - $561K
43.1K $32.2M
Nov 13, 2023 Q3 2023
Bbr Partners, LLC

New York, NY
BUY
 -
934
+ 42.15%
$406K - $560K
3.15K $2.36M
Nov 08, 2023 Q3 2023
Annis Gardner Whiting Capital Advisors, LLC

Tampa, FL
BUY
 -
931
New
$405K - $558K
931 $696K
Nov 14, 2023 Q3 2023
Morningstar Investment Services LLC

Chicago, IL
BUY
 -
923
+ 112.84%
$401K - $553K
1.74K $1.3M
Dec 06, 2023 Q3 2023
Fragasso Group Inc.

Pittsburgh, PA
BUY
 -
923
+ 13.05%
$401K - $553K
7.99K $5.98M
Nov 02, 2023 Q3 2023
Gitterman Wealth Management, LLC

BUY
 -
920
New
$400K - $551K
920 $688K
Oct 27, 2023 Q3 2023
First Horizon Advisors, Inc.

BUY
 -
908
+ 7.46%
$395K - $544K
13.1K $9.78M
Oct 10, 2023 Q3 2023
Wj Wealth Management, LLC

BUY
 -
904
+ 113.0%
$393K - $542K
1.7K $1.27M
Nov 14, 2023 Q3 2023
Quadrant Capital Group LLC

Cincinnati, OH
BUY
 -
897
+ 9.33%
$390K - $538K
10.5K $7.87M
Oct 10, 2023 Q3 2023
Procyon Advisors, LLC

BUY
 -
888
+ 36.66%
$386K - $532K
3.31K $2.48M
Nov 14, 2023 Q3 2023
Cynosure Management, LLC

Salt Lake City, UT
BUY
 -
888
New
$386K - $532K
888 $664K
Nov 08, 2023 Q3 2023
Baltimore Washington Financial Advisors, Inc.

BUY
 -
880
New
$383K - $527K
880 $658K
Oct 19, 2023 Q3 2023
Lineweaver Wealth Advisors, LLC

BUY
 -
874
New
$380K - $524K
874 $654K
Nov 06, 2023 Q3 2023
Fermata Advisors, LLC

Sonoma, CA
BUY
 -
859
New
$373K - $515K
859 $643K
Nov 15, 2023 Q3 2023
Jag Capital Management, LLC

BUY
 -
852
+ 2.74%
$370K - $511K
31.9K $23.9M
Feb 16, 2024 Q3 2023
Main Street Investment Advisors LLC

BUY
 -
848
New
$369K - $508K
848 $634K
Oct 10, 2023 Q3 2023
Greenfield Savings Bank

BUY
 -
845
New
$367K - $506K
845 $632K
Nov 14, 2023 Q3 2023
Ria Advisory Group LLC

Ames, IA
BUY
 -
842
New
$366K - $505K
842 $630K
Oct 12, 2023 Q3 2023
Sound Income Strategies, LLC

BUY
 -
840
+ 271.84%
$365K - $503K
1.15K $859K
Nov 13, 2023 Q3 2023
Eqis Capital Management, Inc.

San Rafael, CA
BUY
 -
837
+ 24.54%
$364K - $502K
4.25K $3.18M
Nov 13, 2023 Q3 2023
V Square Quantitative Management LLC

Chicago, IL
BUY
 -
837
+ 17.0%
$364K - $502K
5.76K $4.31M
Nov 07, 2023 Q3 2023
Adell Harriman & Carpenter Inc

BUY
 -
832
+ 38.7%
$362K - $499K
2.98K $2.23M
Oct 16, 2023 Q3 2023
Wealth Effects LLC

BUY
 -
830
+ 62.88%
$361K - $497K
2.15K $1.61M
Nov 06, 2023 Q3 2023
Achmea Investment Management B.V.

BUY
 -
830
+ 1.08%
$361K - $497K
77.5K $58M
Oct 31, 2023 Q3 2023
Optas, LLC

BUY
 -
825
+ 66.05%
$359K - $494K
2.07K $1.55M
Nov 09, 2023 Q3 2023
Loomis Sayles & CO L P

BUY
 -
817
+ 324.21%
$355K - $490K
1.07K $800K
Nov 13, 2023 Q3 2023
Forte Capital LLC

BUY
 -
817
+ 114.27%
$355K - $490K
1.53K $1.15M
Oct 25, 2023 Q3 2023
Snider Financial Group

Bellevue, WA
BUY
 -
810
+ 7.68%
$352K - $485K
11.4K $8.49M
Oct 04, 2023 Q3 2023
Fulton Bank, N.A.

BUY
 -
804
+ 7.32%
$349K - $482K
11.8K $8.82M
Oct 10, 2023 Q3 2023
Apella Capital, LLC

BUY
 -
804
+ 99.14%
$349K - $482K
1.62K $1.21M
Oct 16, 2023 Q3 2023
Leavell Investment Management, Inc.

BUY
 -
802
+ 16.89%
$349K - $481K
5.55K $4.15M
Oct 10, 2023 Q3 2023
Greenspring Advisors, LLC

BUY
 -
800
+ 160.0%
$348K - $479K
1.3K $972K

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