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
Nov 01, 2023 Q3 2023
Paulson Wealth Management Inc.

BUY
 -
258
+ 30.5%
$112K - $155K
1.1K $871K
Nov 06, 2024 Q3 2023
Concord Asset Management, Llc/Va

Abingdon, VA
BUY
 -
258
+ 18.67%
$112K - $155K
1.64K $1.29M
Nov 08, 2023 Q3 2023
Washburn Capital Management, Inc.

BUY
 -
255
+ 13.63%
$111K - $153K
2.13K $1.68M
Nov 14, 2024 Q3 2023
Triune Financial Partners, LLC

Overland Park, KS
BUY
 -
255
+ 40.28%
$111K - $153K
888 $701K
Nov 27, 2023 Q3 2023
Usa Financial Portformulas Corp

Ada, MI
BUY
 -
253
+ 8433.33%
$110K - $152K
256 $202K
Oct 18, 2023 Q3 2023
Richelieu Gestion PLC

BUY
 -
250
New
$109K - $150K
250 $197K
Nov 06, 2023 Q3 2023
Callan Capital, LLC

La Jolla, CA
BUY
 -
247
+ 30.8%
$107K - $148K
1.05K $828K
Nov 13, 2023 Q3 2023
Stokes Family Office, LLC

BUY
 -
245
+ 5.29%
$107K - $147K
4.88K $3.85M
Nov 13, 2023 Q3 2023
Parkside Financial Bank & Trust

BUY
 -
244
+ 10.68%
$106K - $146K
2.53K $2M
Nov 02, 2023 Q3 2023
Advisor Os, LLC

BUY
 -
242
+ 10.0%
$105K - $145K
2.66K $2.1M
Oct 10, 2023 Q3 2023
Verum Partners LLC

Charlotte, NC
BUY
 -
238
+ 46.03%
$103K - $143K
755 $596K
Nov 09, 2023 Q3 2023
Cyrus J. Lawrence, LLC

BUY
 -
238
+ 1.11%
$103K - $143K
21.7K $17.1M
Oct 26, 2023 Q3 2023
Gratus Capital LLC

BUY
 -
237
+ 7.77%
$103K - $142K
3.29K $2.59M
Jan 30, 2024 Q3 2023
Dgs Capital Management, LLC

BUY
 -
236
+ 13.87%
$103K - $141K
1.94K $1.53M
Oct 13, 2023 Q3 2023
Venture Visionary Partners LLC

BUY
 -
235
+ 3.66%
$102K - $141K
6.66K $5.26M
Nov 15, 2023 Q3 2023
Advisors Capital Management, LLC

Ridgewood, NJ
BUY
 -
235
+ 4.63%
$102K - $141K
5.31K $4.19M
Nov 07, 2023 Q3 2023
Merit Financial Group, LLC

BUY
 -
234
+ 2.51%
$102K - $140K
9.56K $7.54M
Nov 15, 2023 Q3 2023
Fine Mark National Bank & Trust

Fort Myers, FL
BUY
 -
234
+ 1.2%
$102K - $140K
19.7K $15.6M
Nov 13, 2023 Q3 2023
North Crest Asset Manangement, LLC

BUY
 -
233
+ 3.87%
$101K - $140K
6.25K $4.93M
Nov 08, 2023 Q3 2023
Parnassus Investments, LLC

BUY
 -
231
+ 20.39%
$100K - $138K
1.36K $1.08M
Oct 10, 2023 Q3 2023
D'Orazio & Associates, Inc.

Falls Church, VA
BUY
 -
230
+ 14.35%
$100K - $138K
1.83K $1.45M
Oct 24, 2023 Q3 2023
Strategic Investment Advisors

Farmington Hills, MI
BUY
 -
229
+ 11.42%
$99.5K - $137K
2.23K $1.76M
Oct 24, 2023 Q3 2023
Affinity Wealth Management LLC

Wilmington, DE
BUY
 -
228
+ 1.8%
$99.1K - $137K
12.9K $10.2M
Nov 14, 2023 Q3 2023
La Salle St. Investment Advisors, LLC

Elmhurst, IL
BUY
 -
228
+ 23.15%
$99.1K - $137K
1.21K $957K
Oct 06, 2023 Q3 2023
Wiley Bros. Aintree Capital, LLC

BUY
 -
227
+ 27.99%
$98.7K - $136K
1.04K $819K
Oct 17, 2023 Q3 2023
1900 Wealth Management LLC

BUY
 -
227
+ 28.34%
$98.7K - $136K
1.03K $811K
Nov 14, 2023 Q3 2023
Systm Wealth Solutions LLC

Chicago, IL
BUY
 -
227
+ 12.27%
$98.7K - $136K
2.08K $1.64M
Nov 13, 2023 Q3 2023
Provence Wealth Management Group

BUY
 -
223
+ 10.31%
$96.9K - $134K
2.39K $1.88M
Nov 14, 2023 Q3 2023
Syntax Research, Inc.

Boca Raton, FL
BUY
 -
223
New
$96.9K - $134K
223 $176K
Nov 01, 2023 Q3 2023
Wealth Plan Partners, LLC

Omaha, NE
BUY
 -
219
+ 16.17%
$95.2K - $131K
1.57K $1.24M
Oct 13, 2023 Q3 2023
Janiczek Wealth Management, LLC

BUY
 -
216
+ 27.66%
$93.9K - $129K
997 $787K
Nov 13, 2023 Q3 2023
Duff & Phelps Investment Management CO

Chicago, IL
BUY
 -
216
+ 2.51%
$93.9K - $129K
8.81K $6.96M
Nov 13, 2023 Q3 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
210
+ 1.54%
$91.3K - $126K
13.9K $10.9M
Aug 29, 2024 Q3 2023
University Of Texas

BUY
 -
209
New
$90.9K - $125K
209 $165K
Oct 25, 2023 Q3 2023
Sage Mountain Advisors LLC

BUY
 -
206
+ 5.2%
$89.5K - $123K
4.17K $3.29M
Nov 13, 2023 Q3 2023
Dfpg Investments, LLC

BUY
 -
202
+ 3.46%
$87.8K - $121K
6.03K $4.76M
Oct 16, 2023 Q3 2023
Edmonds Duncan Registered Investment Advisors, LLC

BUY
 -
200
+ 36.43%
$86.9K - $120K
749 $591K
Nov 07, 2023 Q3 2023
Pekin Hardy Strauss, Inc.

BUY
 -
200
+ 18.57%
$86.9K - $120K
1.28K $1.01M
Nov 09, 2023 Q3 2023
Atlantic Private Wealth, LLC

BUY
 -
200
New
$86.9K - $120K
200 $158K
Nov 13, 2023 Q3 2023
Fuller & Thaler Asset Management, Inc.

San Mateo, CA
BUY
 -
200
+ 7.01%
$86.9K - $120K
3.05K $2.41M
Dec 01, 2023 Q3 2023
Fortis Group Advisors, LLC

Westwood, NJ
BUY
 -
200
New
$86.9K - $120K
200 $158K
Nov 09, 2023 Q3 2023
Manchester Capital Management LLC

Manchester, VT
BUY
 -
199
+ 7.43%
$86.5K - $119K
2.88K $2.27M
Nov 09, 2023 Q3 2023
Financial Engines Advisors L.L.C.

Santa Clara, CA
BUY
 -
198
+ 23.57%
$86.1K - $119K
1.04K $819K
Nov 14, 2023 Q3 2023
Ancora Advisors, LLC

Cleveland, OH
BUY
 -
198
+ 2.94%
$86.1K - $119K
6.94K $5.47M
Oct 25, 2023 Q3 2023
Baystate Wealth Management LLC

BUY
 -
197
+ 26.06%
$85.6K - $118K
953 $752K
Oct 11, 2023 Q3 2023
Legacy Private Trust Co.

BUY
 -
196
+ 2.75%
$85.2K - $117K
7.32K $5.78M
Oct 16, 2023 Q3 2023
Essex LLC

BUY
 -
193
+ 10.42%
$83.9K - $116K
2.05K $1.61M
Oct 31, 2023 Q3 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
193
+ 13.99%
$83.9K - $116K
1.57K $1.24M
Oct 30, 2023 Q3 2023
New World Advisors LLC

Hingham, MA
BUY
 -
192
+ 39.18%
$83.5K - $115K
682 $538K

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