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 31, 2023
Q3 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
192+ 55.01% |
$83.5K - $115K
|
541
$426K
|
|
|
Oct 05, 2023
Q3 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
191+ 1.02% |
$83K - $114K
|
18.9K
$14.9M
|
|
|
Nov 02, 2023
Q3 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
191+ 8.95% |
$83K - $114K
|
2.32K
$1.83M
|
|
|
Nov 07, 2023
Q3 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
190+ 2.85% |
$82.6K - $114K
|
6.87K
$5.41M
|
|
|
Oct 31, 2023
Q3 2023
|
Mc Adam, LLC
|
BUY
|
- |
188+ 14.26% |
$81.7K - $113K
|
1.51K
$1.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
187+ 8.09% |
$81.3K - $112K
|
2.5K
$1.97M
|
|
|
Oct 23, 2023
Q3 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
184+ 32.06% |
$80K - $110K
|
758
$597K
|
|
|
Nov 14, 2023
Q3 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
184+ 7.56% |
$80K - $110K
|
2.62K
$2.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Mjp Associates Inc
|
BUY
|
- |
183+ 8.26% |
$79.6K - $110K
|
2.4K
$1.89M
|
|
|
Oct 16, 2023
Q3 2023
|
Montecito Bank & Trust
|
BUY
|
- |
183+ 1.77% |
$79.6K - $110K
|
10.5K
$8.27M
|
|
|
Oct 26, 2023
Q3 2023
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
181+ 4.71% |
$78.7K - $108K
|
4.02K
$3.17M
|
|
|
Oct 23, 2023
Q3 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
180+ 1.5% |
$78.2K - $108K
|
12.1K
$9.57M
|
|
|
May 17, 2024
Q3 2023
|
Baxter Bros Inc
|
BUY
|
- |
180+ 9.19% |
$78.2K - $108K
|
2.14K
$1.69M
|
|
|
Oct 10, 2023
Q3 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
178+ 18.2% |
$77.4K - $107K
|
1.16K
$911K
|
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
178+ 3.49% |
$77.4K - $107K
|
5.29K
$4.17M
|
|
|
Oct 27, 2023
Q3 2023
|
Dubuque Bank & Trust CO
|
BUY
|
- |
176+ 13.19% |
$76.5K - $105K
|
1.51K
$1.19M
|
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
175+ 3.12% |
$76.1K - $105K
|
5.78K
$4.55M
|
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
BUY
|
- |
175+ 2.01% |
$76.1K - $105K
|
8.9K
$7.01M
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
175+ 15.07% |
$76.1K - $105K
|
1.34K
$1.05M
|
|
|
Oct 18, 2023
Q3 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
174+ 24.2% |
$75.6K - $104K
|
893
$704K
|
|
|
Oct 10, 2023
Q3 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
172+ 26.88% |
$74.8K - $103K
|
812
$640K
|
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
172+ 2.75% |
$74.8K - $103K
|
6.44K
$5.07M
|
|
|
Oct 16, 2023
Q3 2023
|
Rothschild Investment Corp
|
BUY
|
- |
171+ 1.99% |
$74.3K - $102K
|
8.77K
$6.91M
|
|
|
Nov 03, 2023
Q3 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
171+ 1.58% |
$74.3K - $102K
|
11K
$8.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
BUY
|
- |
171+ 7.54% |
$74.3K - $102K
|
2.44K
$1.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
171+ 0.69% |
$74.3K - $102K
|
25K
$19.7M
|
|
|
Oct 20, 2023
Q3 2023
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
170+ 5.08% |
$73.9K - $102K
|
3.51K
$2.77M
|
|
|
Oct 31, 2023
Q3 2023
|
Selway Asset Management
Boise, ID |
BUY
|
- |
170New |
$73.9K - $102K
|
170
$134K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
168+ 12.44% |
$73K - $101K
|
1.52K
$1.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Beam Wealth Advisors, Inc.
|
BUY
|
- |
167+ 14.43% |
$72.6K - $100K
|
1.32K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
167New |
$72.6K - $100K
|
167
$132K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
166+ 2.0% |
$72.2K - $99.5K
|
8.46K
$6.66M
|
|
|
Oct 10, 2023
Q3 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
164+ 8.8% |
$71.3K - $98.3K
|
2.03K
$1.6M
|
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
164+ 10.57% |
$71.3K - $98.3K
|
1.72K
$1.35M
|
|
|
Nov 09, 2023
Q3 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
163+ 28.45% |
$70.9K - $97.7K
|
736
$580K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
163+ 90.06% |
$70.9K - $97.7K
|
344
$271K
|
|
|
Nov 14, 2023
Q3 2023
|
Zwj Investment Counsel Inc
|
BUY
|
- |
162+ 2.67% |
$70.4K - $97.1K
|
6.22K
$4.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
161+ 3.89% |
$70K - $96.5K
|
4.3K
$3.39M
|
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
161+ 2.85% |
$70K - $96.5K
|
5.8K
$4.57M
|
|
|
Nov 02, 2023
Q3 2023
|
Efg Asset Management (North America) Corp.
|
BUY
|
- |
161+ 5.09% |
$70K - $96.5K
|
3.33K
$2.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
160+ 32.99% |
$69.6K - $95.9K
|
645
$508K
|
|
|
Oct 18, 2023
Q3 2023
|
Caprock Group, Inc.
|
BUY
|
- |
159+ 1.57% |
$69.1K - $95.3K
|
10.3K
$8.11M
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
159+ 25.65% |
$69.1K - $95.3K
|
779
$614K
|
|
|
Oct 13, 2023
Q3 2023
|
Peoples Financial Services Corp.
|
BUY
|
- |
158+ 0.93% |
$68.7K - $94.7K
|
17.1K
$13.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
156+ 0.6% |
$67.8K - $93.5K
|
26.3K
$20.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
155+ 21.17% |
$67.4K - $92.9K
|
887
$699K
|
|
|
Nov 14, 2023
Q3 2023
|
Destination Wealth Management
|
BUY
|
- |
155+ 9.21% |
$67.4K - $92.9K
|
1.84K
$1.45M
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
154+ 2.74% |
$66.9K - $92.3K
|
5.78K
$4.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
152+ 12.85% |
$66.1K - $91.1K
|
1.34K
$1.05M
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
151+ 3.64% |
$65.6K - $90.5K
|
4.3K
$3.39M
|