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 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
76+ 1.14% |
$33K - $45.5K
|
6.77K
$5.06M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
76+ 0.34% |
$33K - $45.5K
|
22.7K
$17M
|
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
75+ 8.82% |
$32.6K - $44.9K
|
925
$692K
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
75+ 0.95% |
$32.6K - $44.9K
|
7.99K
$5.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
75+ 10.34% |
$32.6K - $44.9K
|
800
$598K
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
74+ 3.44% |
$32.2K - $44.3K
|
2.23K
$1.67M
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
74+ 2.1% |
$32.2K - $44.3K
|
3.6K
$2.7M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
73+ 6.5% |
$31.7K - $43.7K
|
1.2K
$895K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
73+ 2.05% |
$31.7K - $43.7K
|
3.63K
$2.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
73+ 3.3% |
$31.7K - $43.7K
|
2.29K
$1.71M
|
|
|
Oct 16, 2023
Q3 2023
|
Ht Partners LLC
|
BUY
|
- |
72+ 1.75% |
$31.3K - $43.1K
|
4.18K
$3.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
72+ 0.08% |
$31.3K - $43.1K
|
89.8K
$67.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
71+ 0.32% |
$30.9K - $42.6K
|
22.3K
$16.7M
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
BUY
|
- |
71+ 1.17% |
$30.9K - $42.6K
|
6.15K
$4.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
70+ 1.73% |
$30.4K - $42K
|
4.13K
$3.09M
|
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
BUY
|
- |
70+ 1.9% |
$30.4K - $42K
|
3.75K
$2.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
BUY
|
- |
69+ 1.35% |
$30K - $41.4K
|
5.17K
$3.87M
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
69+ 0.68% |
$30K - $41.4K
|
10.2K
$7.61M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
67+ 0.71% |
$29.1K - $40.2K
|
9.44K
$7.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
67New |
$29.1K - $40.2K
|
67
$50.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
67+ 9.07% |
$29.1K - $40.2K
|
806
$603K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
66+ 0.26% |
$28.7K - $39.6K
|
25.7K
$19.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
66+ 5.15% |
$28.7K - $39.6K
|
1.35K
$1.01M
|
|
|
Oct 23, 2023
Q3 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
66+ 2.42% |
$28.7K - $39.6K
|
2.79K
$2.09M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
66New |
$28.7K - $39.6K
|
66
$49.4K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
66+ 0.26% |
$28.7K - $39.6K
|
25.7K
$19.2M
|
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
66+ 2.42% |
$28.7K - $39.6K
|
2.79K
$2.09M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
65+ 22.18% |
$28.3K - $39K
|
358
$268K
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
65+ 0.94% |
$28.3K - $39K
|
6.99K
$5.23M
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
65+ 2.73% |
$28.3K - $39K
|
2.45K
$1.83M
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
65+ 5.36% |
$28.3K - $39K
|
1.28K
$956K
|
|
|
Oct 30, 2023
Q3 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
65+ 13.68% |
$28.3K - $39K
|
540
$404K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
64+ 0.62% |
$27.8K - $38.4K
|
10.3K
$7.73M
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
64+ 2.14% |
$27.8K - $38.4K
|
3.05K
$2.28M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
64+ 2.17% |
$27.8K - $38.4K
|
3.01K
$2.25M
|
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
63+ 3.81% |
$27.4K - $37.8K
|
1.72K
$1.29M
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
63+ 13.94% |
$27.4K - $37.8K
|
515
$385K
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
63+ 3.02% |
$27.4K - $37.8K
|
2.15K
$1.61M
|
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
BUY
|
- |
63+ 8.29% |
$27.4K - $37.8K
|
823
$616K
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
62+ 9.63% |
$27K - $37.2K
|
706
$528K
|
|
|
Oct 26, 2023
Q3 2023
|
North Point Portfolio Managers Corp
|
BUY
|
- |
62+ 13.39% |
$27K - $37.2K
|
525
$393K
|
|
|
Oct 27, 2023
Q3 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
61+ 0.09% |
$26.5K - $36.6K
|
65.1K
$48.7M
|
|
|
Oct 17, 2023
Q3 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
60+ 0.78% |
$26.1K - $36K
|
7.77K
$5.81M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
60+ 24.69% |
$26.1K - $36K
|
303
$227K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
59+ 1.89% |
$25.6K - $35.4K
|
3.18K
$2.37M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
59+ 1.52% |
$25.6K - $35.4K
|
3.95K
$2.95M
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
58+ 12.8% |
$25.2K - $34.8K
|
511
$382K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
58+ 20.79% |
$25.2K - $34.8K
|
337
$252K
|
|
|
Oct 19, 2023
Q3 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
57+ 1.2% |
$24.8K - $34.2K
|
4.79K
$3.58M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
57+ 5.17% |
$24.8K - $34.2K
|
1.16K
$868K
|