Purchases and Sales Made in Q3 2023 in Eli Lilly & CO (LLY)
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 |
---|---|---|---|---|---|---|---|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
800+ 291.97% |
$348K - $479K
|
1.07K
$848K
|
|
Nov 09, 2023
Q3 2023
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
800+ 1.64% |
$348K - $479K
|
49.5K
$39.1M
|
|
Nov 14, 2023
Q3 2023
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
800New |
$348K - $479K
|
800
$631K
|
|
Nov 13, 2023
Q3 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
797New |
$346K - $478K
|
797
$629K
|
|
Nov 15, 2023
Q3 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
795+ 625.98% |
$346K - $476K
|
922
$728K
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
781+ 4.82% |
$340K - $468K
|
17K
$13.4M
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
BUY
|
- |
778+ 3.16% |
$338K - $466K
|
25.4K
$20.1M
|
|
Oct 24, 2023
Q3 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
775+ 41.36% |
$337K - $464K
|
2.65K
$2.09M
|
|
Oct 31, 2023
Q3 2023
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
774+ 15.78% |
$336K - $464K
|
5.68K
$4.48M
|
|
Oct 10, 2023
Q3 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
BUY
|
- |
765+ 11.96% |
$333K - $458K
|
7.16K
$5.65M
|
|
Oct 24, 2023
Q3 2023
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
762New |
$331K - $457K
|
762
$601K
|
|
Oct 26, 2023
Q3 2023
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
BUY
|
- |
759+ 1.55% |
$330K - $455K
|
49.6K
$39.1M
|
|
Oct 11, 2023
Q3 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
746+ 18.09% |
$324K - $447K
|
4.87K
$3.84M
|
|
Oct 10, 2023
Q3 2023
|
Pure Financial Advisors, LLC
|
BUY
|
- |
734+ 19.48% |
$319K - $440K
|
4.5K
$3.55M
|
|
Oct 26, 2023
Q3 2023
|
Graypoint LLC
|
BUY
|
- |
723+ 12.54% |
$314K - $433K
|
6.49K
$5.12M
|
|
Nov 04, 2024
Q3 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
721+ 5.6% |
$313K - $432K
|
13.6K
$10.7M
|
|
Nov 01, 2023
Q3 2023
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
720+ 2.87% |
$313K - $431K
|
25.8K
$20.4M
|
|
Oct 25, 2023
Q3 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
715New |
$311K - $428K
|
715
$564K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
712+ 6.42% |
$310K - $427K
|
11.8K
$9.31M
|
|
Nov 13, 2023
Q3 2023
|
Bessemer Securities LLC
New York, NY |
BUY
|
- |
705New |
$306K - $423K
|
705
$556K
|
|
Nov 14, 2023
Q3 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
702+ 0.48% |
$305K - $421K
|
146K
$115M
|
|
Oct 17, 2023
Q3 2023
|
Louisiana State Employees Retirement System
|
BUY
|
- |
700+ 1.44% |
$304K - $420K
|
49.4K
$39M
|
|
Oct 24, 2023
Q3 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
700+ 49.58% |
$304K - $420K
|
2.11K
$1.67M
|
|
Nov 14, 2023
Q3 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
691New |
$300K - $414K
|
691
$545K
|
|
Nov 06, 2023
Q3 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
688+ 3.84% |
$299K - $412K
|
18.6K
$14.7M
|
|
Oct 19, 2023
Q3 2023
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
685+ 12.86% |
$298K - $411K
|
6.01K
$4.75M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
BUY
|
- |
672+ 14.56% |
$292K - $403K
|
5.29K
$4.17M
|
|
Nov 17, 2023
Q3 2023
|
Diversified Trust CO
|
BUY
|
- |
669+ 5.45% |
$291K - $401K
|
13K
$10.2M
|
|
Oct 10, 2023
Q3 2023
|
Anderson Hoagland & CO
|
BUY
|
- |
668+ 3.05% |
$290K - $400K
|
22.6K
$17.8M
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
668+ 35.93% |
$290K - $400K
|
2.53K
$1.99M
|
|
Nov 13, 2023
Q3 2023
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
668+ 20.65% |
$290K - $400K
|
3.9K
$3.08M
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
661New |
$287K - $396K
|
661
$522K
|
|
Oct 25, 2023
Q3 2023
|
Vantage Investment Partners, LLC
|
BUY
|
- |
656+ 2.15% |
$285K - $393K
|
31.1K
$24.6M
|
|
Oct 12, 2023
Q3 2023
|
Nat West Group PLC
|
BUY
|
- |
653+ 3.91% |
$284K - $391K
|
17.3K
$13.7M
|
|
Oct 10, 2023
Q3 2023
|
Fluent Financial, LLC
|
BUY
|
- |
652New |
$283K - $391K
|
652
$515K
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
650+ 141.61% |
$283K - $390K
|
1.11K
$875K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
641+ 2.5% |
$279K - $384K
|
26.3K
$20.7M
|
|
Nov 21, 2023
Q3 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
640New |
$278K - $384K
|
640
$505K
|
|
Nov 01, 2023
Q3 2023
|
Cadinha & CO LLC
|
BUY
|
- |
630+ 3.08% |
$274K - $378K
|
21.1K
$16.6M
|
|
Nov 07, 2023
Q3 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
630+ 7.64% |
$274K - $378K
|
8.88K
$7.01M
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
BUY
|
- |
626New |
$272K - $375K
|
626
$494K
|
|
Nov 01, 2023
Q3 2023
|
Quilter PLC
|
BUY
|
- |
624+ 13.22% |
$271K - $374K
|
5.34K
$4.22M
|
|
Nov 14, 2023
Q3 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
622New |
$270K - $373K
|
622
$491K
|
|
Nov 14, 2023
Q3 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
622+ 64.12% |
$270K - $373K
|
1.59K
$1.26M
|
|
Oct 30, 2023
Q3 2023
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
621New |
$270K - $372K
|
621
$490K
|
|
Nov 07, 2023
Q3 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
621+ 7.52% |
$270K - $372K
|
8.87K
$7M
|
|
Nov 03, 2023
Q3 2023
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
620New |
$270K - $372K
|
620
$489K
|
|
Nov 13, 2023
Q3 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
614New |
$267K - $368K
|
614
$485K
|
|
Oct 10, 2023
Q3 2023
|
Cohen Investment Advisors LLC
|
BUY
|
- |
606+ 5.4% |
$263K - $363K
|
11.8K
$9.33M
|
|
Oct 13, 2023
Q3 2023
|
Congress Park Capital LLC
|
BUY
|
- |
606+ 19.83% |
$263K - $363K
|
3.66K
$2.89M
|