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
|
Capital Market Strategies LLC
|
BUY
|
- |
59+ 1.89% |
$25.6K - $35.4K
|
3.18K
$2.5M
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
59+ 1.52% |
$25.6K - $35.4K
|
3.95K
$3.11M
|
|
|
Oct 30, 2023
Q3 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
58+ 12.8% |
$25.2K - $34.8K
|
511
$402K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
58+ 20.79% |
$25.2K - $34.8K
|
337
$265K
|
|
|
Oct 19, 2023
Q3 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
57+ 1.2% |
$24.8K - $34.2K
|
4.79K
$3.77M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Architects, LLC
|
BUY
|
- |
57+ 5.17% |
$24.8K - $34.2K
|
1.16K
$913K
|
|
|
Nov 27, 2023
Q3 2023
|
Trust CO Of Vermont
|
BUY
|
- |
57+ 0.78% |
$24.8K - $34.2K
|
7.4K
$5.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
56+ 9.96% |
$24.3K - $33.6K
|
618
$486K
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
BUY
|
- |
55+ 2.08% |
$23.9K - $33K
|
2.7K
$2.12M
|
|
|
Oct 13, 2023
Q3 2023
|
Strategic Advisors LLC
|
BUY
|
- |
55+ 5.05% |
$23.9K - $33K
|
1.14K
$900K
|
|
|
Oct 30, 2023
Q3 2023
|
Mcdonald Partners LLC
|
BUY
|
- |
55+ 5.0% |
$23.9K - $33K
|
1.16K
$909K
|
|
|
Nov 03, 2023
Q3 2023
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
55+ 0.61% |
$23.9K - $33K
|
9.07K
$7.14M
|
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
55+ 1.71% |
$23.9K - $33K
|
3.28K
$2.58M
|
|
|
Nov 14, 2023
Q3 2023
|
First Long Island Investors, LLC
|
BUY
|
- |
55+ 0.42% |
$23.9K - $33K
|
13.1K
$10.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
54+ 4.65% |
$23.5K - $32.4K
|
1.22K
$957K
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
53+ 3.72% |
$23K - $31.8K
|
1.48K
$1.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
52+ 1.0% |
$22.6K - $31.2K
|
5.26K
$4.14M
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
52+ 1.92% |
$22.6K - $31.2K
|
2.76K
$2.17M
|
|
|
Oct 19, 2023
Q3 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
52+ 5.03% |
$22.6K - $31.2K
|
1.09K
$854K
|
|
|
Nov 09, 2023
Q3 2023
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
BUY
|
- |
52+ 8.19% |
$22.6K - $31.2K
|
687
$541K
|
|
|
Oct 13, 2023
Q3 2023
|
Seneca House Advisors
|
BUY
|
- |
51+ 3.72% |
$22.2K - $30.6K
|
1.42K
$1.12M
|
|
|
Nov 08, 2023
Q3 2023
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
51+ 1.26% |
$22.2K - $30.6K
|
4.09K
$3.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
51+ 8.15% |
$22.2K - $30.6K
|
677
$533K
|
|
|
Nov 13, 2023
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
51+ 2.34% |
$22.2K - $30.6K
|
2.23K
$1.75M
|
|
|
Mar 11, 2025
Q3 2023
|
Private Capital Management LLC
|
BUY
|
- |
51+ 3.11% |
$22.2K - $30.6K
|
1.69K
$1.33M
|
|
|
Oct 16, 2023
Q3 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
50+ 0.87% |
$21.7K - $30K
|
5.8K
$4.56M
|
|
|
Oct 25, 2023
Q3 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
50+ 2.73% |
$21.7K - $30K
|
1.88K
$1.48M
|
|
|
Oct 30, 2023
Q3 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
50New |
$21.7K - $30K
|
50
$39.3K
|
|
|
Oct 31, 2023
Q3 2023
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
50+ 2.22% |
$21.7K - $30K
|
2.31K
$1.82M
|
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
BUY
|
- |
50+ 2.27% |
$21.7K - $30K
|
2.25K
$1.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
50+ 13.89% |
$21.7K - $30K
|
410
$323K
|
|
|
Nov 13, 2023
Q3 2023
|
Hill Investment Group Partners, LLC
St. Louis, MO |
BUY
|
- |
50+ 3.35% |
$21.7K - $30K
|
1.54K
$1.21M
|
|
|
Nov 14, 2023
Q3 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
50+ 2.97% |
$21.7K - $30K
|
1.73K
$1.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
50+ 0.65% |
$21.7K - $30K
|
7.72K
$6.08M
|
|
|
Jun 28, 2024
Q3 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
50+ 2.42% |
$21.7K - $30K
|
2.12K
$1.67M
|
|
|
Oct 10, 2023
Q3 2023
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
49+ 10.82% |
$21.3K - $29.4K
|
502
$395K
|
|
|
Nov 08, 2023
Q3 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
49+ 1.85% |
$21.3K - $29.4K
|
2.7K
$2.13M
|
|
|
Mar 13, 2024
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
49+ 1.79% |
$21.3K - $29.4K
|
2.78K
$2.19M
|
|
|
Oct 18, 2023
Q3 2023
|
Welch Group, LLC
|
BUY
|
- |
48+ 0.88% |
$20.9K - $28.8K
|
5.52K
$4.34M
|
|
|
May 28, 2025
Q3 2023
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
48+ 2.76% |
$20.9K - $28.8K
|
1.78K
$1.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
47+ 1.72% |
$20.4K - $28.2K
|
2.78K
$2.18M
|
|
|
Nov 09, 2023
Q3 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
47+ 15.46% |
$20.4K - $28.2K
|
351
$276K
|
|
|
Nov 14, 2023
Q3 2023
|
Jackson Wealth Management, LLC
|
BUY
|
- |
47+ 0.74% |
$20.4K - $28.2K
|
6.4K
$5.04M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Diamond Partners, LLC
|
BUY
|
- |
46+ 0.45% |
$20K - $27.6K
|
10.3K
$8.09M
|
|
|
Oct 20, 2023
Q3 2023
|
West Branch Capital LLC
|
BUY
|
- |
46+ 1.51% |
$20K - $27.6K
|
3.1K
$2.44M
|
|
|
Oct 25, 2023
Q3 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
46+ 3.45% |
$20K - $27.6K
|
1.38K
$1.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Highland Capital Management, LLC
|
BUY
|
- |
46+ 0.36% |
$20K - $27.6K
|
13K
$10.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
45+ 3.46% |
$19.6K - $27K
|
1.35K
$1.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
BUY
|
- |
44+ 0.47% |
$19.1K - $26.4K
|
9.43K
$7.42M
|
|
|
Oct 24, 2023
Q3 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
44New |
$19.1K - $26.4K
|
44
$34.6K
|