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 24, 2023
Q3 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
BUY
|
- |
150+ 3.29% |
$65.2K - $89.9K
|
4.7K
$3.52M
|
|
|
Oct 24, 2023
Q3 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
150+ 6.78% |
$65.2K - $89.9K
|
2.36K
$1.77M
|
|
|
Nov 07, 2023
Q3 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
148+ 2.26% |
$64.3K - $88.7K
|
6.69K
$5M
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
148+ 4.55% |
$64.3K - $88.7K
|
3.4K
$2.55M
|
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
147+ 1.94% |
$63.9K - $88.1K
|
7.74K
$5.79M
|
|
|
Nov 02, 2023
Q3 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
147+ 12.34% |
$63.9K - $88.1K
|
1.34K
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
147+ 25.79% |
$63.9K - $88.1K
|
717
$536K
|
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
BUY
|
- |
146+ 25.57% |
$63.5K - $87.5K
|
717
$536K
|
|
|
Oct 19, 2023
Q3 2023
|
Accel Wealth Management
|
BUY
|
- |
146+ 21.53% |
$63.5K - $87.5K
|
824
$616K
|
|
|
Nov 03, 2023
Q3 2023
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
146New |
$63.5K - $87.5K
|
146
$109K
|
|
|
Nov 02, 2023
Q3 2023
|
Draper Asset Management, LLC
Smithtown, NY |
BUY
|
- |
145+ 2.37% |
$63K - $86.9K
|
6.25K
$4.68M
|
|
|
Nov 14, 2023
Q3 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
145+ 21.8% |
$63K - $86.9K
|
810
$606K
|
|
|
Nov 03, 2023
Q3 2023
|
Heritage Investment Group, Inc.
|
BUY
|
- |
144+ 7.11% |
$62.6K - $86.3K
|
2.17K
$1.62M
|
|
|
Oct 13, 2023
Q3 2023
|
Cooper Financial Group
|
BUY
|
- |
142+ 12.2% |
$61.7K - $85.1K
|
1.31K
$977K
|
|
|
Oct 19, 2023
Q3 2023
|
Tfg Advisers LLC
|
BUY
|
- |
141+ 4.64% |
$61.3K - $84.5K
|
3.18K
$2.38M
|
|
|
Oct 27, 2023
Q3 2023
|
Foster Group, Inc.
|
BUY
|
- |
141+ 9.73% |
$61.3K - $84.5K
|
1.59K
$1.19M
|
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
140+ 2.66% |
$60.9K - $83.9K
|
5.41K
$4.05M
|
|
|
Dec 13, 2023
Q3 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
BUY
|
- |
140+ 0.85% |
$60.9K - $83.9K
|
16.5K
$12.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
139+ 11.7% |
$60.4K - $83.3K
|
1.33K
$993K
|
|
|
Nov 07, 2023
Q3 2023
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
138+ 17.49% |
$60K - $82.7K
|
927
$693K
|
|
|
Nov 06, 2023
Q3 2023
|
Wambolt & Associates, LLC
|
BUY
|
- |
137+ 9.96% |
$59.6K - $82.1K
|
1.51K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Sargent Investment Group, LLC
|
BUY
|
- |
137+ 5.92% |
$59.6K - $82.1K
|
2.45K
$1.83M
|
|
|
Oct 18, 2023
Q3 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
133+ 18.95% |
$57.8K - $79.7K
|
835
$625K
|
|
|
Nov 03, 2023
Q3 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
133+ 8.39% |
$57.8K - $79.7K
|
1.72K
$1.29M
|
|
|
Oct 27, 2023
Q3 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
129+ 16.1% |
$56.1K - $77.3K
|
930
$696K
|
|
|
Oct 23, 2023
Q3 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
127+ 2.62% |
$55.2K - $76.1K
|
4.97K
$3.72M
|
|
|
Nov 09, 2023
Q3 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
127+ 0.87% |
$55.2K - $76.1K
|
14.8K
$11.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Kensington Investment Counsel, LLC
|
BUY
|
- |
126+ 6.15% |
$54.8K - $75.5K
|
2.18K
$1.63M
|
|
|
Oct 10, 2023
Q3 2023
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
125+ 16.67% |
$54.3K - $74.9K
|
875
$655K
|
|
|
Nov 09, 2023
Q3 2023
|
Mengis Capital Management, Inc.
|
BUY
|
- |
124+ 1.72% |
$53.9K - $74.3K
|
7.35K
$5.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Flaharty Asset Management, LLC
|
BUY
|
- |
124+ 9.23% |
$53.9K - $74.3K
|
1.47K
$1.1M
|
|
|
Nov 20, 2023
Q3 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
123+ 7.88% |
$53.5K - $73.7K
|
1.68K
$1.26M
|
|
|
Oct 24, 2023
Q3 2023
|
Hfg Advisors, Inc.
|
BUY
|
- |
122+ 22.1% |
$53K - $73.1K
|
674
$504K
|
|
|
Nov 03, 2023
Q3 2023
|
Camden Capital, LLC
|
BUY
|
- |
120+ 5.34% |
$52.2K - $71.9K
|
2.37K
$1.77M
|
|
|
Nov 08, 2023
Q3 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
116+ 1.12% |
$50.4K - $69.5K
|
10.5K
$7.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
116+ 9.6% |
$50.4K - $69.5K
|
1.32K
$990K
|
|
|
Dec 04, 2023
Q3 2023
|
Wt Wealth Management
|
BUY
|
- |
116+ 14.5% |
$50.4K - $69.5K
|
916
$685K
|
|
|
Nov 07, 2023
Q3 2023
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
113+ 25.0% |
$49.1K - $67.7K
|
565
$423K
|
|
|
Oct 23, 2023
Q3 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
111New |
$48.3K - $66.5K
|
111
$83K
|
|
|
Nov 14, 2023
Q3 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
111+ 1.14% |
$48.3K - $66.5K
|
9.84K
$7.36M
|
|
|
Oct 24, 2023
Q3 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
110+ 3.81% |
$47.8K - $65.9K
|
3K
$2.24M
|
|
|
Nov 06, 2023
Q3 2023
|
L.M. Kohn & Company
|
BUY
|
- |
110+ 6.02% |
$47.8K - $65.9K
|
1.94K
$1.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Allen Investment Management LLC
|
BUY
|
- |
110+ 1.72% |
$47.8K - $65.9K
|
6.49K
$4.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
110+ 8.56% |
$47.8K - $65.9K
|
1.4K
$1.04M
|
|
|
Oct 20, 2023
Q3 2023
|
Lantz Financial LLC
|
BUY
|
- |
109+ 9.82% |
$47.4K - $65.3K
|
1.22K
$912K
|
|
|
Oct 24, 2023
Q3 2023
|
Capital Advisors Inc
|
BUY
|
- |
108+ 3.29% |
$46.9K - $64.7K
|
3.39K
$2.53M
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
107+ 7.6% |
$46.5K - $64.1K
|
1.52K
$1.13M
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
106+ 26.5% |
$46.1K - $63.5K
|
506
$378K
|
|
|
Oct 25, 2023
Q3 2023
|
Jb Capital LLC
|
BUY
|
- |
106+ 12.79% |
$46.1K - $63.5K
|
935
$699K
|
|
|
Apr 01, 2024
Q3 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
106+ 10.19% |
$46.1K - $63.5K
|
1.15K
$857K
|