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
Oct 24, 2023 Q3 2023
Capital Advisors Inc

BUY
 -
108
+ 3.29%
$46.9K - $64.7K
3.39K $2.66M
Nov 15, 2023 Q3 2023
Front Row Advisors LLC

Tiburon, CA
BUY
 -
107
+ 7.6%
$46.5K - $64.1K
1.52K $1.19M
Oct 24, 2023 Q3 2023
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
106
+ 26.5%
$46.1K - $63.5K
506 $398K
Oct 25, 2023 Q3 2023
Jb Capital LLC

BUY
 -
106
+ 12.79%
$46.1K - $63.5K
935 $736K
Apr 01, 2024 Q3 2023
Azzad Asset Management Inc /Adv

Falls Church, VA
BUY
 -
106
+ 10.19%
$46.1K - $63.5K
1.15K $902K
Nov 13, 2023 Q3 2023
Aureus Asset Management, LLC

Boston, MA
BUY
 -
105
+ 2.96%
$45.6K - $62.9K
3.65K $2.88M
Oct 19, 2023 Q3 2023
Mc Glone Suttner Wealth Management, Inc.

Appleton, WI
BUY
 -
103
+ 18.93%
$44.8K - $61.7K
647 $509K
Oct 27, 2023 Q3 2023
Bordeaux Wealth Advisors LLC

BUY
 -
103
+ 20.44%
$44.8K - $61.7K
607 $478K
Oct 31, 2023 Q3 2023
Tranquility Partners, LLC

BUY
 -
103
+ 14.49%
$44.8K - $61.7K
814 $641K
Nov 03, 2023 Q3 2023
N.E.W. Advisory Services LLC

BUY
 -
100
+ 17.36%
$43.5K - $59.9K
676 $532K
Nov 13, 2023 Q3 2023
Highlander Capital Management, LLC

Short Hills, NJ
BUY
 -
100
+ 27.25%
$43.5K - $59.9K
467 $367K
Nov 22, 2023 Q3 2023
Verity Asset Management, Inc.

Durham, NC
BUY
 -
100
+ 15.34%
$43.5K - $59.9K
752 $592K
Oct 13, 2023 Q3 2023
Monumental Financial Group Inc.

BUY
 -
99
+ 3.52%
$43K - $59.3K
2.91K $2.29M
Oct 23, 2023 Q3 2023
Financial Management Network Inc

BUY
 -
98
+ 13.42%
$42.6K - $58.7K
828 $652K
Nov 07, 2023 Q3 2023
New York Life Investment Management LLC

New York, NY
BUY
 -
96
+ 0.08%
$41.7K - $57.5K
126K $98.8M
Jan 02, 2024 Q3 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
96
+ 0.69%
$41.7K - $57.5K
14K $11M
Oct 24, 2023 Q3 2023
Pfg Private Wealth Management, LLC

BUY
 -
95
+ 39.26%
$41.3K - $56.9K
337 $265K
Oct 26, 2023 Q3 2023
Waldron Private Wealth LLC

BUY
 -
95
+ 0.69%
$41.3K - $56.9K
13.8K $10.9M
Nov 07, 2023 Q3 2023
Pinnacle West Asset Management, Inc.

Casper, WY
BUY
 -
95
+ 2.13%
$41.3K - $56.9K
4.55K $3.58M
Aug 29, 2024 Q3 2023
Waldron Private Wealth LLC

BUY
 -
95
+ 0.69%
$41.3K - $56.9K
13.8K $10.9M
Nov 09, 2023 Q3 2023
Lee Financial CO

Dallas, TX
BUY
 -
94
+ 7.25%
$40.9K - $56.3K
1.39K $1.09M
Oct 10, 2023 Q3 2023
Revolve Wealth Partners, LLC

BUY
 -
93
+ 8.02%
$40.4K - $55.7K
1.25K $985K
Oct 17, 2023 Q3 2023
B.O.S.S. Retirement Advisors, LLC

Lehi, UT
BUY
 -
93
+ 2.19%
$40.4K - $55.7K
4.33K $3.41M
Oct 30, 2023 Q3 2023
Bogart Wealth, LLC

BUY
 -
93
+ 108.14%
$40.4K - $55.7K
179 $141K
Nov 03, 2023 Q3 2023
Rkl Wealth Management LLC

BUY
 -
93
+ 9.82%
$40.4K - $55.7K
1.04K $818K
Oct 11, 2023 Q3 2023
Cva Family Office, LLC

BUY
 -
92
+ 3.8%
$40K - $55.1K
2.51K $1.98M
Nov 02, 2023 Q3 2023
Hartford Funds Management CO LLC

Wayne, PA
BUY
 -
92
+ 5.77%
$40K - $55.1K
1.69K $1.33M
Nov 03, 2023 Q3 2023
Breakwater Capital Group

Paramus, NJ
BUY
 -
91
+ 3.3%
$39.6K - $54.5K
2.85K $2.24M
Nov 14, 2023 Q3 2023
Walled Lake Planning & Wealth Management, LLC

Winnetka, IL
BUY
 -
91
+ 18.24%
$39.6K - $54.5K
590 $464K
Oct 11, 2023 Q3 2023
Abacus Planning Group, Inc.

BUY
 -
89
+ 4.7%
$38.7K - $53.3K
1.98K $1.56M
Oct 11, 2023 Q3 2023
Geneos Wealth Management Inc.

BUY
 -
89
+ 0.91%
$38.7K - $53.3K
9.88K $7.77M
Oct 26, 2023 Q3 2023
Ars Wealth Advisors Group, LLC

St. Petersburg, FL
BUY
 -
89
+ 4.87%
$38.7K - $53.3K
1.92K $1.51M
Nov 01, 2023 Q3 2023
Facet Wealth, Inc.

BUY
 -
89
+ 3.8%
$38.7K - $53.3K
2.43K $1.91M
Oct 16, 2023 Q3 2023
First Affirmative Financial Network

BUY
 -
88
+ 9.54%
$38.3K - $52.7K
1.01K $795K
Oct 17, 2023 Q3 2023
Kirr Marbach & CO LLC

BUY
 -
88
+ 1.55%
$38.3K - $52.7K
5.78K $4.55M
Oct 27, 2023 Q3 2023
Assetmark, Inc

BUY
 -
88
+ 0.22%
$38.3K - $52.7K
39.3K $30.9M
Oct 31, 2023 Q3 2023
Peterson Financial Group, Inc.

BUY
 -
88
+ 3.92%
$38.3K - $52.7K
2.33K $1.83M
Nov 06, 2023 Q3 2023
Wealthstream Advisors, Inc.

BUY
 -
87
+ 10.57%
$37.8K - $52.1K
910 $716K
Nov 13, 2023 Q3 2023
Fwl Investment Management, LLC

BUY
 -
87
New
$37.8K - $52.1K
87 $68.5K
Oct 12, 2023 Q3 2023
Rvw Wealth, LLC

BUY
 -
86
New
$37.4K - $51.5K
86 $67.7K
Oct 19, 2023 Q3 2023
Blue Fin Capital, Inc.

BUY
 -
86
+ 0.88%
$37.4K - $51.5K
9.9K $7.79M
Nov 09, 2023 Q3 2023
Greenleaf Trust

Kalamazoo, MI
BUY
 -
86
+ 0.36%
$37.4K - $51.5K
23.8K $18.7M
Oct 18, 2023 Q3 2023
Roman Butler Fullerton & CO

BUY
 -
84
+ 0.85%
$36.5K - $50.3K
9.97K $7.84M
Nov 08, 2023 Q3 2023
Pring Turner Capital Group Inc

Walnut Creek, CA
BUY
 -
84
+ 13.04%
$36.5K - $50.3K
728 $573K
Oct 10, 2023 Q3 2023
Goal Vest Advisory LLC

BUY
 -
83
+ 33.88%
$36.1K - $49.7K
328 $258K
Oct 20, 2023 Q3 2023
Pds Planning, Inc

BUY
 -
83
+ 1.7%
$36.1K - $49.7K
4.98K $3.91M
Oct 30, 2023 Q3 2023
True Link Financial Advisors, LLC

BUY
 -
83
+ 4.77%
$36.1K - $49.7K
1.82K $1.43M
Nov 14, 2023 Q3 2023
Semmax Financial Advisors Inc.

Winston Salem, NC
BUY
 -
83
New
$36.1K - $49.7K
83 $65.3K
Nov 02, 2023 Q3 2023
Jfs Wealth Advisors, LLC

BUY
 -
82
+ 18.51%
$35.6K - $49.1K
525 $413K

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