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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
44+ 0.72% |
$19.1K - $26.4K
|
6.16K
$4.85M
|
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
BUY
|
- |
43New |
$18.7K - $25.8K
|
43
$33.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Tfc Financial Management
|
BUY
|
- |
43+ 19.28% |
$18.7K - $25.8K
|
266
$209K
|
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
43+ 12.08% |
$18.7K - $25.8K
|
399
$314K
|
|
|
Nov 14, 2023
Q3 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
43+ 0.5% |
$18.7K - $25.8K
|
8.62K
$6.78M
|
|
|
Nov 15, 2023
Q3 2023
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
43+ 3.28% |
$18.7K - $25.8K
|
1.35K
$1.06M
|
|
|
Nov 15, 2023
Q3 2023
|
Kb Financial Partners, LLC
Princeton, NJ |
BUY
|
- |
42+ 23.73% |
$18.3K - $25.2K
|
219
$172K
|
|
|
Nov 13, 2023
Q3 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
41+ 1.79% |
$17.8K - $24.6K
|
2.33K
$1.83M
|
|
|
Dec 06, 2023
Q3 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
41+ 38.32% |
$17.8K - $24.6K
|
148
$116K
|
|
|
Oct 23, 2023
Q3 2023
|
Live Oak Private Wealth LLC
|
BUY
|
- |
40+ 2.26% |
$17.4K - $24K
|
1.81K
$1.42M
|
|
|
Nov 09, 2023
Q3 2023
|
Manitou Investment Management Ltd.
Toronto, A6 |
BUY
|
- |
40New |
$17.4K - $24K
|
40
$31.5K
|
|
|
Nov 09, 2023
Q3 2023
|
Heritage Investors Management Corp
|
BUY
|
- |
40+ 5.43% |
$17.4K - $24K
|
776
$611K
|
|
|
Nov 14, 2023
Q3 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
40+ 4.46% |
$17.4K - $24K
|
937
$737K
|
|
|
Nov 15, 2023
Q3 2023
|
Team Financial Group, LLC
Temecula, CA |
BUY
|
- |
40New |
$17.4K - $24K
|
40
$31.5K
|
|
|
Sep 06, 2024
Q3 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
40+ 2.38% |
$17.4K - $24K
|
1.72K
$1.36M
|
|
|
Oct 13, 2023
Q3 2023
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
39+ 5.65% |
$17K - $23.4K
|
729
$574K
|
|
|
Nov 01, 2023
Q3 2023
|
Biechele Royce Advisors
|
BUY
|
- |
39+ 0.5% |
$17K - $23.4K
|
7.83K
$6.16M
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
38New |
$16.5K - $22.8K
|
38
$29.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
BUY
|
- |
38+ 0.54% |
$16.5K - $22.8K
|
7.12K
$5.6M
|
|
|
Oct 11, 2023
Q3 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
37+ 7.66% |
$16.1K - $22.2K
|
520
$409K
|
|
|
Nov 01, 2023
Q3 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
37+ 2.23% |
$16.1K - $22.2K
|
1.69K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
37+ 3.91% |
$16.1K - $22.2K
|
983
$774K
|
|
|
Oct 27, 2023
Q3 2023
|
Archford Capital Strategies, LLC
|
BUY
|
- |
36+ 0.8% |
$15.6K - $21.6K
|
4.56K
$3.59M
|
|
|
Oct 10, 2023
Q3 2023
|
Arden Trust CO
|
BUY
|
- |
35+ 0.76% |
$15.2K - $21K
|
4.65K
$3.66M
|
|
|
Oct 27, 2023
Q3 2023
|
Veriti Management LLC
|
BUY
|
- |
35+ 0.27% |
$15.2K - $21K
|
12.9K
$10.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
35+ 5.08% |
$15.2K - $21K
|
724
$570K
|
|
|
Nov 09, 2023
Q3 2023
|
Concorde Asset Management, LLC
|
BUY
|
- |
35+ 3.46% |
$15.2K - $21K
|
1.05K
$825K
|
|
|
Oct 13, 2023
Q3 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
34+ 2.18% |
$14.8K - $20.4K
|
1.6K
$1.26M
|
|
|
Nov 13, 2023
Q3 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
34+ 3.51% |
$14.8K - $20.4K
|
1K
$789K
|
|
|
Oct 18, 2023
Q3 2023
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
33New |
$14.3K - $19.8K
|
33
$26K
|
|
|
Mar 11, 2024
Q3 2023
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
33+ 5.97% |
$14.3K - $19.8K
|
586
$461K
|
|
|
Oct 18, 2023
Q3 2023
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
32+ 6.03% |
$13.9K - $19.2K
|
563
$443K
|
|
|
Oct 23, 2023
Q3 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
32+ 5.55% |
$13.9K - $19.2K
|
609
$479K
|
|
|
Oct 24, 2023
Q3 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
32+ 4.66% |
$13.9K - $19.2K
|
719
$566K
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
32+ 0.18% |
$13.9K - $19.2K
|
17.6K
$13.9M
|
|
|
Nov 09, 2023
Q3 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
32+ 2.93% |
$13.9K - $19.2K
|
1.13K
$886K
|
|
|
Nov 14, 2023
Q3 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
32+ 3.5% |
$13.9K - $19.2K
|
946
$744K
|
|
|
Oct 13, 2023
Q3 2023
|
Ti Trust, Inc
|
BUY
|
- |
31+ 0.82% |
$13.5K - $18.6K
|
3.79K
$2.98M
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
31+ 3.76% |
$13.5K - $18.6K
|
856
$674K
|
|
|
Nov 06, 2023
Q3 2023
|
Sfmg, LLC
|
BUY
|
- |
31+ 1.03% |
$13.5K - $18.6K
|
3.04K
$2.39M
|
|
|
Nov 06, 2023
Q3 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
31+ 1.77% |
$13.5K - $18.6K
|
1.78K
$1.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
31+ 0.38% |
$13.5K - $18.6K
|
8.1K
$6.38M
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
31+ 2.56% |
$13.5K - $18.6K
|
1.24K
$979K
|
|
|
Nov 15, 2023
Q3 2023
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
31+ 8.42% |
$13.5K - $18.6K
|
399
$314K
|
|
|
Oct 10, 2023
Q3 2023
|
Vigilare Wealth Management
|
BUY
|
- |
30+ 0.92% |
$13K - $18K
|
3.29K
$2.59M
|
|
|
Oct 10, 2023
Q3 2023
|
Pasadena Private Wealth, LLC
Pasadena, CA |
BUY
|
- |
30+ 3.99% |
$13K - $18K
|
781
$615K
|
|
|
Oct 11, 2023
Q3 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
30+ 6.61% |
$13K - $18K
|
484
$381K
|
|
|
Oct 13, 2023
Q3 2023
|
Bender Robert & Associates
|
BUY
|
- |
30+ 0.15% |
$13K - $18K
|
19.8K
$15.6M
|
|
|
Oct 23, 2023
Q3 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
30New |
$13K - $18K
|
30
$23.6K
|
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
30+ 1.51% |
$13K - $18K
|
2.01K
$1.58M
|