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 23, 2023
Q3 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
332+ 0.51% |
$144K - $199K
|
65.2K
$48.8M
|
|
|
Oct 11, 2023
Q3 2023
|
Zhang Financial LLC
|
BUY
|
- |
330+ 25.23% |
$143K - $198K
|
1.64K
$1.23M
|
|
|
Oct 18, 2023
Q3 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
330+ 23.54% |
$143K - $198K
|
1.73K
$1.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO
|
BUY
|
- |
329+ 0.55% |
$143K - $197K
|
59.8K
$44.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
325+ 1.51% |
$141K - $195K
|
21.9K
$16.4M
|
|
|
Nov 13, 2024
Q3 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
325+ 1.51% |
$141K - $195K
|
21.9K
$16.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
322+ 25.91% |
$140K - $193K
|
1.57K
$1.17M
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
320+ 78.82% |
$139K - $192K
|
726
$543K
|
|
|
Nov 07, 2023
Q3 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
318+ 12.53% |
$138K - $191K
|
2.86K
$2.14M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
316+ 1.27% |
$137K - $189K
|
25.2K
$18.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
315+ 1.23% |
$137K - $189K
|
26K
$19.5M
|
|
|
Oct 23, 2023
Q3 2023
|
Ledge Wealth Management, Inc.
|
BUY
|
- |
312+ 10.09% |
$136K - $187K
|
3.4K
$2.55M
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
310+ 5.89% |
$135K - $186K
|
5.57K
$4.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
309+ 12.61% |
$134K - $185K
|
2.76K
$2.06M
|
|
|
Oct 13, 2023
Q3 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
306+ 1.26% |
$133K - $183K
|
24.6K
$18.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Howard Capital Management Inc.
|
BUY
|
- |
306+ 3.69% |
$133K - $183K
|
8.61K
$6.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
306+ 0.09% |
$133K - $183K
|
360K
$269M
|
|
|
Nov 14, 2023
Q3 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
306+ 0.12% |
$133K - $183K
|
251K
$188M
|
|
|
Nov 01, 2023
Q3 2023
|
Renasant Bank
|
BUY
|
- |
305+ 17.77% |
$133K - $183K
|
2.02K
$1.51M
|
|
|
Oct 23, 2023
Q3 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
304+ 1.55% |
$132K - $182K
|
20K
$14.9M
|
|
|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
304+ 12.72% |
$132K - $182K
|
2.69K
$2.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
302+ 0.86% |
$131K - $181K
|
35.3K
$26.4M
|
|
|
Nov 07, 2023
Q3 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
300+ 19.38% |
$130K - $180K
|
1.85K
$1.38M
|
|
|
Nov 14, 2023
Q3 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
300+ 13.86% |
$130K - $180K
|
2.47K
$1.84M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
299+ 0.78% |
$130K - $179K
|
38.8K
$29M
|
|
|
Oct 19, 2023
Q3 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
297+ 10.8% |
$129K - $178K
|
3.05K
$2.28M
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
291+ 15.85% |
$126K - $174K
|
2.13K
$1.59M
|
|
|
Nov 13, 2023
Q3 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
290+ 40.85% |
$126K - $174K
|
1K
$748K
|
|
|
Nov 03, 2023
Q3 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
289+ 63.24% |
$126K - $173K
|
746
$558K
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
286+ 0.08% |
$124K - $171K
|
367K
$274M
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
286+ 2.38% |
$124K - $171K
|
12.3K
$9.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Trust CO Of Oklahoma
|
BUY
|
- |
285+ 54.6% |
$124K - $171K
|
807
$604K
|
|
|
Oct 30, 2023
Q3 2023
|
Bell Bank
|
BUY
|
- |
283+ 11.72% |
$123K - $170K
|
2.7K
$2.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
283+ 20.6% |
$123K - $170K
|
1.66K
$1.24M
|
|
|
Oct 19, 2023
Q3 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
279+ 0.27% |
$121K - $167K
|
104K
$77.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
279+ 26.25% |
$121K - $167K
|
1.34K
$1M
|
|
|
Oct 23, 2023
Q3 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
278+ 9.15% |
$121K - $167K
|
3.32K
$2.48M
|
|
|
Dec 20, 2023
Q3 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
278+ 61.5% |
$121K - $167K
|
730
$546K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
277+ 6.85% |
$120K - $166K
|
4.32K
$3.23M
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
273+ 1.01% |
$119K - $164K
|
27.4K
$20.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
271New |
$118K - $162K
|
271
$203K
|
|
|
Oct 30, 2023
Q3 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
270+ 16.01% |
$117K - $162K
|
1.96K
$1.46M
|
|
|
Nov 07, 2023
Q3 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
269+ 33.96% |
$117K - $161K
|
1.06K
$794K
|
|
|
Oct 27, 2023
Q3 2023
|
Northwest Bancshares, Inc.
Warren, PA |
BUY
|
- |
268+ 4.61% |
$116K - $161K
|
6.08K
$4.55M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
267+ 5.09% |
$116K - $160K
|
5.52K
$4.13M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
262+ 35.12% |
$114K - $157K
|
1.01K
$754K
|
|
|
Nov 14, 2023
Q3 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
262+ 14.69% |
$114K - $157K
|
2.05K
$1.53M
|
|
|
Nov 15, 2023
Q3 2023
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
262+ 6.02% |
$114K - $157K
|
4.62K
$3.45M
|
|
|
Oct 26, 2023
Q3 2023
|
Simmons Bank
|
BUY
|
- |
261+ 3.47% |
$113K - $156K
|
7.79K
$5.82M
|
|
|
Oct 12, 2023
Q3 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
BUY
|
- |
258+ 0.91% |
$112K - $155K
|
28.5K
$21.3M
|