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 16, 2023
Q3 2023
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
19+ 0.56% |
$8.26K - $11.4K
|
3.43K
$2.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
19+ 0.52% |
$8.26K - $11.4K
|
3.65K
$2.88M
|
|
|
Oct 27, 2023
Q3 2023
|
Sycomore Asset Management
|
BUY
|
- |
19+ 2.51% |
$8.26K - $11.4K
|
775
$611K
|
|
|
Oct 30, 2023
Q3 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
19+ 0.68% |
$8.26K - $11.4K
|
2.8K
$2.21M
|
|
|
Nov 01, 2023
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
19+ 0.17% |
$8.26K - $11.4K
|
11.4K
$9M
|
|
|
Nov 08, 2023
Q3 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
19+ 0.46% |
$8.26K - $11.4K
|
4.14K
$3.26M
|
|
|
May 20, 2024
Q3 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
19+ 0.17% |
$8.26K - $11.4K
|
11.4K
$9M
|
|
|
Oct 25, 2023
Q3 2023
|
Lathrop Investment Management Corp
|
BUY
|
- |
18+ 1.23% |
$7.82K - $10.8K
|
1.48K
$1.16M
|
|
|
Nov 02, 2023
Q3 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
18+ 1.28% |
$7.82K - $10.8K
|
1.42K
$1.12M
|
|
|
Nov 06, 2023
Q3 2023
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
18+ 0.39% |
$7.82K - $10.8K
|
4.62K
$3.64M
|
|
|
Nov 09, 2023
Q3 2023
|
Excalibur Management Corp
|
BUY
|
- |
18+ 1.42% |
$7.82K - $10.8K
|
1.29K
$1.02M
|
|
|
Nov 09, 2023
Q3 2023
|
Clifford Swan Investment Counsel LLC
|
BUY
|
- |
18+ 0.34% |
$7.82K - $10.8K
|
5.33K
$4.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
18+ 0.32% |
$7.82K - $10.8K
|
5.59K
$4.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
BUY
|
- |
17+ 2.82% |
$7.39K - $10.2K
|
619
$488K
|
|
|
Oct 16, 2023
Q3 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
17+ 1.82% |
$7.39K - $10.2K
|
951
$750K
|
|
|
Oct 19, 2023
Q3 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
17+ 2.81% |
$7.39K - $10.2K
|
621
$489K
|
|
|
Oct 24, 2023
Q3 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
17+ 2.81% |
$7.39K - $10.2K
|
623
$491K
|
|
|
Oct 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
17+ 2.14% |
$7.39K - $10.2K
|
811
$639K
|
|
|
Nov 09, 2023
Q3 2023
|
Hallmark Capital Management Inc
|
BUY
|
- |
17+ 1.35% |
$7.39K - $10.2K
|
1.28K
$1.01M
|
|
|
Apr 12, 2024
Q3 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
17+ 0.66% |
$7.39K - $10.2K
|
2.61K
$2.06M
|
|
|
Nov 06, 2023
Q3 2023
|
Cottage Street Advisors LLC
|
BUY
|
- |
16+ 3.3% |
$6.96K - $9.59K
|
501
$395K
|
|
|
Nov 13, 2023
Q3 2023
|
South Street Advisors LLC
New York, NY |
BUY
|
- |
16+ 0.04% |
$6.96K - $9.59K
|
42.8K
$33.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
16+ 3.37% |
$6.96K - $9.59K
|
491
$387K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
15+ 214.29% |
$6.52K - $8.99K
|
22
$17.3K
|
|
|
Oct 31, 2023
Q3 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
15+ 2.56% |
$6.52K - $8.99K
|
602
$474K
|
|
|
Oct 31, 2023
Q3 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
15+ 0.68% |
$6.52K - $8.99K
|
2.22K
$1.75M
|
|
|
Nov 07, 2023
Q3 2023
|
Darwin Advisors, LLC
|
BUY
|
- |
15+ 2.45% |
$6.52K - $8.99K
|
626
$493K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
15+ 0.51% |
$6.52K - $8.99K
|
2.95K
$2.33M
|
|
|
Nov 08, 2023
Q3 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
15+ 21.13% |
$6.52K - $8.99K
|
86
$67.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
15+ 3.18% |
$6.52K - $8.99K
|
486
$383K
|
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
15+ 2.5% |
$6.52K - $8.99K
|
615
$485K
|
|
|
May 28, 2024
Q3 2023
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
15+ 0.8% |
$6.52K - $8.99K
|
1.88K
$1.48M
|
|
|
Oct 23, 2023
Q3 2023
|
First Pacific Financial
|
BUY
|
- |
14+ 12.07% |
$6.09K - $8.39K
|
130
$102K
|
|
|
Nov 01, 2023
Q3 2023
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
14+ 0.34% |
$6.09K - $8.39K
|
4.16K
$3.28M
|
|
|
Nov 03, 2023
Q3 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
14+ 0.5% |
$6.09K - $8.39K
|
2.79K
$2.2M
|
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
13+ 0.15% |
$5.65K - $7.79K
|
8.6K
$6.78M
|
|
|
Oct 16, 2023
Q3 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
BUY
|
- |
13+ 0.93% |
$5.65K - $7.79K
|
1.41K
$1.11M
|
|
|
Oct 16, 2023
Q3 2023
|
Beacon Financial Group
|
BUY
|
- |
12+ 1.25% |
$5.22K - $7.19K
|
975
$768K
|
|
|
Oct 19, 2023
Q3 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
12+ 0.99% |
$5.22K - $7.19K
|
1.22K
$964K
|
|
|
Oct 20, 2023
Q3 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
12+ 1.15% |
$5.22K - $7.19K
|
1.05K
$831K
|
|
|
Oct 26, 2023
Q3 2023
|
Steph & CO
|
BUY
|
- |
12+ 15.0% |
$5.22K - $7.19K
|
92
$72.5K
|
|
|
Oct 31, 2023
Q3 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
12+ 0.54% |
$5.22K - $7.19K
|
2.25K
$1.77M
|
|
|
Nov 01, 2023
Q3 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
12+ 0.67% |
$5.22K - $7.19K
|
1.79K
$1.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
BUY
|
- |
12+ 0.31% |
$5.22K - $7.19K
|
3.88K
$3.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
12+ 2.18% |
$5.22K - $7.19K
|
563
$444K
|
|
|
Oct 03, 2023
Q3 2023
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
BUY
|
- |
11+ 0.26% |
$4.78K - $6.59K
|
4.2K
$3.31M
|
|
|
Oct 18, 2023
Q3 2023
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
11+ 1.33% |
$4.78K - $6.59K
|
837
$660K
|
|
|
Oct 19, 2023
Q3 2023
|
West End Advisors, LLC
|
BUY
|
- |
11New |
$4.78K - $6.59K
|
11
$8.67K
|
|
|
Oct 19, 2023
Q3 2023
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
11+ 1.72% |
$4.78K - $6.59K
|
651
$513K
|
|
|
Oct 23, 2023
Q3 2023
|
Everett Harris & CO
|
BUY
|
- |
11+ 0.12% |
$4.78K - $6.59K
|
8.92K
$7.03M
|