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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2023
Q3 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
603New |
$262K - $361K
|
603
$451K
|
|
|
Nov 06, 2023
Q3 2023
|
Aldebaran Financial Inc.
|
BUY
|
- |
603New |
$262K - $361K
|
603
$451K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
595New |
$259K - $357K
|
595
$445K
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
594+ 23.02% |
$258K - $356K
|
3.17K
$2.37M
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
591New |
$257K - $354K
|
591
$442K
|
|
|
Oct 23, 2023
Q3 2023
|
Xponance, Inc.
|
BUY
|
- |
590+ 0.31% |
$256K - $354K
|
189K
$142M
|
|
|
Oct 18, 2023
Q3 2023
|
Gemmer Asset Management LLC
|
BUY
|
- |
587+ 77.95% |
$255K - $352K
|
1.34K
$1M
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
587+ 28.96% |
$255K - $352K
|
2.61K
$1.96M
|
|
|
Oct 31, 2023
Q3 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
586New |
$255K - $351K
|
586
$438K
|
|
|
Nov 09, 2023
Q3 2023
|
Rollins Financial
|
BUY
|
- |
586+ 91.99% |
$255K - $351K
|
1.22K
$915K
|
|
|
Oct 10, 2023
Q3 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
583+ 5.89% |
$253K - $349K
|
10.5K
$7.84M
|
|
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
583+ 5.78% |
$253K - $349K
|
10.7K
$7.98M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems
Frankfort, KY |
BUY
|
- |
576+ 0.91% |
$250K - $345K
|
63.9K
$47.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Brighton Jones LLC
|
BUY
|
- |
576+ 6.76% |
$250K - $345K
|
9.1K
$6.8M
|
|
|
Nov 06, 2023
Q3 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
574+ 8.94% |
$250K - $344K
|
7K
$5.23M
|
|
|
Oct 10, 2023
Q3 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
570+ 1.31% |
$248K - $342K
|
44.2K
$33.1M
|
|
|
Oct 26, 2023
Q3 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
567+ 15.26% |
$246K - $340K
|
4.28K
$3.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
565New |
$246K - $339K
|
565
$423K
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
562New |
$244K - $337K
|
562
$420K
|
|
|
Oct 26, 2023
Q3 2023
|
Orgel Wealth Management, LLC
|
BUY
|
- |
561New |
$244K - $336K
|
561
$420K
|
|
|
Nov 13, 2023
Q3 2023
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
547+ 6.88% |
$238K - $328K
|
8.5K
$6.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Bison Wealth, LLC
|
BUY
|
- |
546+ 13.79% |
$237K - $327K
|
4.5K
$3.37M
|
|
|
Nov 13, 2023
Q3 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
545+ 45.95% |
$237K - $327K
|
1.73K
$1.29M
|
|
|
Oct 27, 2023
Q3 2023
|
Alpha Q Advisors LLC
Orlando, FL |
BUY
|
- |
543New |
$236K - $325K
|
543
$406K
|
|
|
Oct 20, 2023
Q3 2023
|
Avestar Capital, LLC
|
BUY
|
- |
538+ 22.74% |
$234K - $322K
|
2.9K
$2.17M
|
|
|
Oct 24, 2023
Q3 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
537+ 0.8% |
$233K - $322K
|
67.7K
$50.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
537+ 31.08% |
$233K - $322K
|
2.27K
$1.69M
|
|
|
Oct 16, 2023
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
532+ 28.9% |
$231K - $319K
|
2.37K
$1.78M
|
|
|
Nov 13, 2023
Q3 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
532+ 26.03% |
$231K - $319K
|
2.58K
$1.93M
|
|
|
Nov 14, 2023
Q3 2023
|
Uss Investment Management LTD
|
BUY
|
- |
528+ 0.29% |
$230K - $316K
|
180K
$135M
|
|
|
Oct 11, 2023
Q3 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
526New |
$229K - $315K
|
526
$393K
|
|
|
Oct 19, 2023
Q3 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
526New |
$229K - $315K
|
526
$393K
|
|
|
Nov 15, 2023
Q3 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
516New |
$224K - $309K
|
516
$386K
|
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
511+ 0.88% |
$222K - $306K
|
58.8K
$44M
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
511+ 15.17% |
$222K - $306K
|
3.88K
$2.9M
|
|
|
Oct 30, 2023
Q3 2023
|
Grove Bank & Trust
|
BUY
|
- |
511+ 9.97% |
$222K - $306K
|
5.64K
$4.22M
|
|
|
Oct 19, 2023
Q3 2023
|
Charles Schwab Trust CO
|
BUY
|
- |
507+ 66.97% |
$220K - $304K
|
1.26K
$945K
|
|
|
Oct 27, 2023
Q3 2023
|
Patten & Patten Inc
|
BUY
|
- |
506+ 2.98% |
$220K - $303K
|
17.5K
$13.1M
|
|
|
Oct 20, 2023
Q3 2023
|
Covenant Partners, LLC
|
BUY
|
- |
505+ 101.41% |
$220K - $303K
|
1K
$750K
|
|
|
Nov 14, 2023
Q3 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
504+ 2.46% |
$219K - $302K
|
21K
$15.7M
|
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
502New |
$218K - $301K
|
502
$376K
|
|
|
Oct 13, 2023
Q3 2023
|
Garrett Investment Advisors LLC
|
BUY
|
- |
501+ 62.94% |
$218K - $300K
|
1.3K
$970K
|
|
|
Oct 05, 2023
Q3 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
500New |
$217K - $300K
|
500
$374K
|
|
|
Oct 10, 2023
Q3 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
500+ 2380.95% |
$217K - $300K
|
521
$390K
|
|
|
Nov 01, 2023
Q3 2023
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
500New |
$217K - $300K
|
500
$374K
|
|
|
Nov 13, 2023
Q3 2023
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
500+ 6.14% |
$217K - $300K
|
8.65K
$6.47M
|
|
|
Nov 13, 2023
Q3 2023
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
500+ 2.23% |
$217K - $300K
|
22.9K
$17.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Ehp Funds Inc.
Toronto, Z4 |
BUY
|
- |
500New |
$217K - $300K
|
500
$374K
|
|
|
Oct 19, 2023
Q3 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
498New |
$216K - $298K
|
498
$373K
|
|
|
Oct 10, 2023
Q3 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
497+ 48.02% |
$216K - $298K
|
1.53K
$1.15M
|