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 07, 2023
Q3 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
28+ 5.41% |
$12.2K - $16.8K
|
546
$430K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
27+ 0.58% |
$11.7K - $16.2K
|
4.65K
$3.67M
|
|
|
Oct 18, 2023
Q3 2023
|
Clarity Financial LLC
|
BUY
|
- |
26+ 3.88% |
$11.3K - $15.6K
|
696
$549K
|
|
|
Oct 26, 2023
Q3 2023
|
Traverso Chambers Private Wealth Management, LLC
|
BUY
|
- |
26+ 3.83% |
$11.3K - $15.6K
|
705
$556K
|
|
|
Nov 06, 2023
Q3 2023
|
Cairn Investment Group, Inc.
|
BUY
|
- |
26+ 0.65% |
$11.3K - $15.6K
|
4.01K
$3.16M
|
|
|
Nov 07, 2023
Q3 2023
|
True Wealth Advisors, LLC
|
BUY
|
- |
26+ 2.45% |
$11.3K - $15.6K
|
1.09K
$858K
|
|
|
Nov 14, 2023
Q3 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
26+ 0.7% |
$11.3K - $15.6K
|
3.75K
$2.95M
|
|
|
Nov 14, 2023
Q3 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
26+ 0.52% |
$11.3K - $15.6K
|
5.06K
$3.99M
|
|
|
Oct 10, 2023
Q3 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
25+ 4.75% |
$10.9K - $15K
|
551
$434K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
25New |
$10.9K - $15K
|
25
$19.7K
|
|
|
Oct 11, 2023
Q3 2023
|
J2 Capital Management Inc
|
BUY
|
- |
25+ 3.78% |
$10.9K - $15K
|
686
$541K
|
|
|
Oct 25, 2023
Q3 2023
|
Sawyer & Company, Inc
|
BUY
|
- |
25+ 0.37% |
$10.9K - $15K
|
6.71K
$5.29M
|
|
|
Oct 30, 2023
Q3 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
25New |
$10.9K - $15K
|
25
$19.7K
|
|
|
Oct 31, 2023
Q3 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
25+ 0.22% |
$10.9K - $15K
|
11.5K
$9.05M
|
|
|
Oct 31, 2023
Q3 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
25+ 1.45% |
$10.9K - $15K
|
1.75K
$1.38M
|
|
|
Nov 07, 2023
Q3 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
25+ 1.12% |
$10.9K - $15K
|
2.25K
$1.77M
|
|
|
Nov 13, 2023
Q3 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
25+ 4.37% |
$10.9K - $15K
|
597
$471K
|
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
BUY
|
- |
25+ 0.34% |
$10.9K - $15K
|
7.4K
$5.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
24+ 5.14% |
$10.4K - $14.4K
|
491
$387K
|
|
|
Oct 24, 2023
Q3 2023
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
24+ 1.37% |
$10.4K - $14.4K
|
1.78K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
24+ 3.46% |
$10.4K - $14.4K
|
718
$566K
|
|
|
Nov 14, 2023
Q3 2023
|
Eaton Financial Holdings Company, LLC
Coral Springs, FL |
BUY
|
- |
24+ 2.49% |
$10.4K - $14.4K
|
989
$780K
|
|
|
Oct 10, 2023
Q3 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
23+ 2.26% |
$10K - $13.8K
|
1.04K
$821K
|
|
|
Oct 25, 2023
Q3 2023
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
23+ 0.76% |
$10K - $13.8K
|
3.05K
$2.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
23+ 191.67% |
$10K - $13.8K
|
35
$27.6K
|
|
|
Nov 07, 2023
Q3 2023
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
23+ 0.6% |
$10K - $13.8K
|
3.86K
$3.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
23+ 1.35% |
$10K - $13.8K
|
1.73K
$1.36M
|
|
|
Oct 12, 2023
Q3 2023
|
Hibernia Wealth Partners, LLC
Baton Rouge, LA |
BUY
|
- |
22New |
$9.56K - $13.2K
|
22
$17.3K
|
|
|
Nov 03, 2023
Q3 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
22+ 3.98% |
$9.56K - $13.2K
|
575
$453K
|
|
|
Nov 06, 2023
Q3 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
22+ 0.24% |
$9.56K - $13.2K
|
9.34K
$7.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Barden Capital Management, Inc.
|
BUY
|
- |
22+ 0.69% |
$9.56K - $13.2K
|
3.23K
$2.54M
|
|
|
Oct 16, 2023
Q3 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
21+ 4.05% |
$9.13K - $12.6K
|
540
$426K
|
|
|
Oct 25, 2023
Q3 2023
|
Monument Capital Management
|
BUY
|
- |
21+ 0.76% |
$9.13K - $12.6K
|
2.8K
$2.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
21+ 0.8% |
$9.13K - $12.6K
|
2.65K
$2.09M
|
|
|
Nov 13, 2023
Q3 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
21+ 3.72% |
$9.13K - $12.6K
|
586
$462K
|
|
|
Nov 14, 2023
Q3 2023
|
Wilkinson Global Asset Management LLC
|
BUY
|
- |
21+ 3.82% |
$9.13K - $12.6K
|
571
$450K
|
|
|
Nov 14, 2023
Q3 2023
|
Texas Capital Bancshares Inc
|
BUY
|
- |
21+ 1.2% |
$9.13K - $12.6K
|
1.77K
$1.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Paragon Capital Management LTD
|
BUY
|
- |
20+ 1.28% |
$8.69K - $12K
|
1.59K
$1.25M
|
|
|
Oct 10, 2023
Q3 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
20+ 0.62% |
$8.69K - $12K
|
3.25K
$2.56M
|
|
|
Oct 11, 2023
Q3 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
20+ 0.51% |
$8.69K - $12K
|
3.96K
$3.12M
|
|
|
Oct 19, 2023
Q3 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
20+ 0.51% |
$8.69K - $12K
|
3.93K
$3.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
20+ 1.2% |
$8.69K - $12K
|
1.69K
$1.33M
|
|
|
Oct 30, 2023
Q3 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
20+ 1.85% |
$8.69K - $12K
|
1.1K
$868K
|
|
|
Nov 07, 2023
Q3 2023
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
20+ 0.55% |
$8.69K - $12K
|
3.63K
$2.86M
|
|
|
Nov 07, 2023
Q3 2023
|
Ledyard National Bank
|
BUY
|
- |
20+ 0.51% |
$8.69K - $12K
|
3.98K
$3.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Dillon & Associates Inc
|
BUY
|
- |
20+ 4.43% |
$8.69K - $12K
|
471
$371K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
20New |
$8.69K - $12K
|
20
$15.8K
|
|
|
Nov 17, 2023
Q3 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
20+ 2.33% |
$8.69K - $12K
|
877
$691K
|
|
|
Oct 13, 2023
Q3 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
19+ 2.41% |
$8.26K - $11.4K
|
808
$637K
|
|
|
Oct 16, 2023
Q3 2023
|
Investment Advisory Group, LLC
|
BUY
|
- |
19+ 3.14% |
$8.26K - $11.4K
|
625
$493K
|