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 18, 2023
Q3 2023
|
Keudell
|
BUY
|
- |
81+ 2.21% |
$35.2K - $48.5K
|
3.74K
$2.95M
|
|
|
Oct 18, 2023
Q3 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
80+ 11.0% |
$34.8K - $47.9K
|
807
$635K
|
|
|
Nov 09, 2023
Q3 2023
|
Ellevest, Inc.
|
BUY
|
- |
80+ 2.92% |
$34.8K - $47.9K
|
2.82K
$2.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
80+ 3.41% |
$34.8K - $47.9K
|
2.43K
$1.91M
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
78+ 7.46% |
$33.9K - $46.7K
|
1.12K
$884K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
76+ 1.14% |
$33K - $45.5K
|
6.77K
$5.32M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
76+ 0.34% |
$33K - $45.5K
|
22.7K
$17.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
BUY
|
- |
75+ 8.82% |
$32.6K - $44.9K
|
925
$728K
|
|
|
Nov 09, 2023
Q3 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
75+ 0.95% |
$32.6K - $44.9K
|
7.99K
$6.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Gsb Wealth Management, LLC
|
BUY
|
- |
75+ 10.34% |
$32.6K - $44.9K
|
800
$630K
|
|
|
Oct 23, 2023
Q3 2023
|
Sigma Investment Counselors Inc
|
BUY
|
- |
74+ 3.44% |
$32.2K - $44.3K
|
2.23K
$1.75M
|
|
|
Oct 27, 2023
Q3 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
74+ 2.1% |
$32.2K - $44.3K
|
3.6K
$2.84M
|
|
|
Nov 02, 2023
Q3 2023
|
Triad Financial Advisors, Inc.
Greensboro, NC |
BUY
|
- |
73+ 6.5% |
$31.7K - $43.7K
|
1.2K
$941K
|
|
|
Nov 13, 2023
Q3 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
73+ 2.05% |
$31.7K - $43.7K
|
3.63K
$2.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
73+ 3.3% |
$31.7K - $43.7K
|
2.29K
$1.8M
|
|
|
Oct 16, 2023
Q3 2023
|
Ht Partners LLC
|
BUY
|
- |
72+ 1.75% |
$31.3K - $43.1K
|
4.18K
$3.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
72+ 0.08% |
$31.3K - $43.1K
|
89.8K
$70.7M
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
71+ 0.32% |
$30.9K - $42.6K
|
22.3K
$17.6M
|
|
|
Oct 27, 2023
Q3 2023
|
Chicago Trust CO Na
|
BUY
|
- |
71+ 1.17% |
$30.9K - $42.6K
|
6.15K
$4.84M
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
70+ 1.73% |
$30.4K - $42K
|
4.13K
$3.25M
|
|
|
Oct 24, 2023
Q3 2023
|
Vera Bank, N.A.
|
BUY
|
- |
70+ 1.9% |
$30.4K - $42K
|
3.75K
$2.95M
|
|
|
Oct 30, 2023
Q3 2023
|
Meritage Portfolio Management
|
BUY
|
- |
69+ 1.35% |
$30K - $41.4K
|
5.17K
$4.07M
|
|
|
Nov 09, 2023
Q3 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
BUY
|
- |
69+ 0.68% |
$30K - $41.4K
|
10.2K
$8M
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
67+ 0.71% |
$29.1K - $40.2K
|
9.44K
$7.43M
|
|
|
Nov 13, 2023
Q3 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
67New |
$29.1K - $40.2K
|
67
$52.7K
|
|
|
Nov 14, 2023
Q3 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
67+ 9.07% |
$29.1K - $40.2K
|
806
$634K
|
|
|
Oct 10, 2023
Q3 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
66+ 0.26% |
$28.7K - $39.6K
|
25.7K
$20.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
66+ 5.15% |
$28.7K - $39.6K
|
1.35K
$1.06M
|
|
|
Oct 23, 2023
Q3 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
66+ 2.42% |
$28.7K - $39.6K
|
2.79K
$2.19M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
66New |
$28.7K - $39.6K
|
66
$51.9K
|
|
|
Feb 14, 2024
Q3 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
66+ 0.26% |
$28.7K - $39.6K
|
25.7K
$20.2M
|
|
|
May 24, 2024
Q3 2023
|
Garrison Asset Management, LLC
|
BUY
|
- |
66+ 2.42% |
$28.7K - $39.6K
|
2.79K
$2.19M
|
|
|
Feb 13, 2025
Q3 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
66+ 3.05% |
$28.7K - $39.6K
|
2.23K
$1.75M
|
|
|
Oct 10, 2023
Q3 2023
|
Rise Advisors, LLC
|
BUY
|
- |
65+ 22.18% |
$28.3K - $39K
|
358
$282K
|
|
|
Oct 13, 2023
Q3 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
65+ 0.94% |
$28.3K - $39K
|
6.99K
$5.5M
|
|
|
Oct 18, 2023
Q3 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
65+ 2.73% |
$28.3K - $39K
|
2.45K
$1.93M
|
|
|
Oct 24, 2023
Q3 2023
|
Segment Wealth Management, LLC
|
BUY
|
- |
65+ 5.36% |
$28.3K - $39K
|
1.28K
$1.01M
|
|
|
Oct 30, 2023
Q3 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
65+ 13.68% |
$28.3K - $39K
|
540
$425K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
BUY
|
- |
64+ 0.62% |
$27.8K - $38.4K
|
10.3K
$8.13M
|
|
|
Oct 19, 2023
Q3 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
64+ 2.14% |
$27.8K - $38.4K
|
3.05K
$2.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
64+ 2.17% |
$27.8K - $38.4K
|
3.01K
$2.37M
|
|
|
Oct 19, 2023
Q3 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
63+ 3.81% |
$27.4K - $37.8K
|
1.72K
$1.35M
|
|
|
Nov 03, 2023
Q3 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
63+ 13.94% |
$27.4K - $37.8K
|
515
$405K
|
|
|
Nov 08, 2023
Q3 2023
|
Platform Technology Partners
|
BUY
|
- |
63+ 3.02% |
$27.4K - $37.8K
|
2.15K
$1.69M
|
|
|
Nov 13, 2023
Q3 2023
|
Campbell Wealth Management
|
BUY
|
- |
63+ 8.29% |
$27.4K - $37.8K
|
823
$648K
|
|
|
Oct 18, 2023
Q3 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
62+ 9.63% |
$27K - $37.2K
|
706
$556K
|
|
|
Oct 26, 2023
Q3 2023
|
North Point Portfolio Managers Corp
|
BUY
|
- |
62+ 13.39% |
$27K - $37.2K
|
525
$413K
|
|
|
Oct 27, 2023
Q3 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
61+ 0.09% |
$26.5K - $36.6K
|
65.1K
$51.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
60+ 0.78% |
$26.1K - $36K
|
7.77K
$6.11M
|
|
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
60+ 24.69% |
$26.1K - $36K
|
303
$238K
|