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 30, 2023
Q3 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
11+ 0.61% |
$4.78K - $6.59K
|
1.81K
$1.44M
|
|
|
Nov 07, 2023
Q3 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
11+ 0.4% |
$4.78K - $6.59K
|
2.73K
$2.17M
|
|
|
Nov 13, 2023
Q3 2023
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
11+ 0.89% |
$4.78K - $6.59K
|
1.24K
$989K
|
|
|
Oct 10, 2023
Q3 2023
|
Peddock Capital Advisors, LLC
|
BUY
|
- |
10+ 0.2% |
$4.35K - $5.99K
|
5.11K
$4.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
10+ 0.91% |
$4.35K - $5.99K
|
1.1K
$878K
|
|
|
Oct 17, 2023
Q3 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
10+ 1.62% |
$4.35K - $5.99K
|
628
$499K
|
|
|
Oct 30, 2023
Q3 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
10+ 0.11% |
$4.35K - $5.99K
|
8.75K
$6.96M
|
|
|
Oct 31, 2023
Q3 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
10+ 0.37% |
$4.35K - $5.99K
|
2.73K
$2.17M
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
10+ 1.19% |
$4.35K - $5.99K
|
848
$674K
|
|
|
Oct 31, 2023
Q3 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
10+ 0.13% |
$4.35K - $5.99K
|
7.46K
$5.94M
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
10+ 1.14% |
$4.35K - $5.99K
|
890
$708K
|
|
|
Nov 13, 2023
Q3 2023
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
10+ 0.53% |
$4.35K - $5.99K
|
1.89K
$1.5M
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
10+ 0.35% |
$4.35K - $5.99K
|
2.89K
$2.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Hanseatic Management Services Inc
|
BUY
|
- |
10+ 0.77% |
$4.35K - $5.99K
|
1.31K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
10+ 1.5% |
$4.35K - $5.99K
|
677
$538K
|
|
|
Nov 21, 2023
Q3 2023
|
Auxier Asset Management
Aurora, OR |
BUY
|
- |
10+ 1.38% |
$4.35K - $5.99K
|
736
$585K
|
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
10+ 0.76% |
$4.35K - $5.99K
|
1.33K
$1.06M
|
|
|
Oct 19, 2023
Q3 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
9+ 0.57% |
$3.91K - $5.39K
|
1.59K
$1.26M
|
|
|
Oct 20, 2023
Q3 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
9+ 1.49% |
$3.91K - $5.39K
|
613
$488K
|
|
|
Oct 23, 2023
Q3 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
9+ 0.81% |
$3.91K - $5.39K
|
1.12K
$892K
|
|
|
Nov 01, 2023
Q3 2023
|
Albion Financial Group
|
BUY
|
- |
9+ 0.8% |
$3.91K - $5.39K
|
1.14K
$903K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
BUY
|
- |
9+ 0.22% |
$3.91K - $5.39K
|
4.14K
$3.29M
|
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
9+ 1.89% |
$3.91K - $5.39K
|
485
$386K
|
|
|
Jan 12, 2024
Q3 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
9+ 0.61% |
$3.91K - $5.39K
|
1.48K
$1.18M
|
|
|
Oct 10, 2023
Q3 2023
|
Abner Herrman & Brock LLC
|
BUY
|
- |
8+ 0.1% |
$3.48K - $4.79K
|
8.11K
$6.45M
|
|
|
Oct 16, 2023
Q3 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
8+ 1.64% |
$3.48K - $4.79K
|
495
$394K
|
|
|
Oct 19, 2023
Q3 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
8+ 1.48% |
$3.48K - $4.79K
|
549
$437K
|
|
|
Oct 19, 2023
Q3 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
8+ 0.97% |
$3.48K - $4.79K
|
834
$663K
|
|
|
Oct 23, 2023
Q3 2023
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
8+ 1.3% |
$3.48K - $4.79K
|
624
$496K
|
|
|
Oct 31, 2023
Q3 2023
|
Golden Green, Inc.
|
BUY
|
- |
8+ 0.23% |
$3.48K - $4.79K
|
3.51K
$2.79M
|
|
|
Nov 06, 2023
Q3 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
8+ 0.8% |
$3.48K - $4.79K
|
1.01K
$799K
|
|
|
Nov 14, 2023
Q3 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
8+ 0.25% |
$3.48K - $4.79K
|
3.26K
$2.59M
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
BUY
|
- |
7+ 0.35% |
$3.04K - $4.2K
|
2.03K
$1.61M
|
|
|
Oct 13, 2023
Q3 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
7+ 0.09% |
$3.04K - $4.2K
|
7.78K
$6.19M
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
7New |
$3.04K - $4.2K
|
7
$5.57K
|
|
|
Nov 07, 2023
Q3 2023
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
7+ 1.55% |
$3.04K - $4.2K
|
458
$364K
|
|
|
Nov 07, 2023
Q3 2023
|
Beacon Investment Advisors LLC
Gaithersburg, MD |
BUY
|
- |
7+ 0.68% |
$3.04K - $4.2K
|
1.03K
$820K
|
|
|
Nov 14, 2023
Q3 2023
|
Perritt Capital Management Inc
Chicago, IL |
BUY
|
- |
7New |
$3.04K - $4.2K
|
7
$5.57K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
6+ 13.33% |
$2.61K - $3.6K
|
51
$40.6K
|
|
|
Oct 20, 2023
Q3 2023
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
6+ 0.29% |
$2.61K - $3.6K
|
2.07K
$1.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
6+ 0.67% |
$2.61K - $3.6K
|
906
$721K
|
|
|
Nov 13, 2023
Q3 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
6+ 0.68% |
$2.61K - $3.6K
|
883
$702K
|
|
|
Nov 21, 2023
Q3 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
6+ 0.12% |
$2.61K - $3.6K
|
4.84K
$3.85M
|
|
|
Oct 04, 2023
Q3 2023
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
5+ 0.67% |
$2.17K - $3K
|
746
$593K
|
|
|
Oct 10, 2023
Q3 2023
|
Dentgroup LLC
|
BUY
|
- |
5+ 1.07% |
$2.17K - $3K
|
471
$375K
|
|
|
Oct 10, 2023
Q3 2023
|
Successful Portfolios LLC
|
BUY
|
- |
5+ 0.41% |
$2.17K - $3K
|
1.21K
$966K
|
|
|
Oct 12, 2023
Q3 2023
|
Gleason Group, Inc.
|
BUY
|
- |
5+ 0.22% |
$2.17K - $3K
|
2.28K
$1.82M
|
|
|
Oct 23, 2023
Q3 2023
|
Armor Investment Advisors, LLC
|
BUY
|
- |
5+ 0.22% |
$2.17K - $3K
|
2.25K
$1.79M
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
5+ 0.26% |
$2.17K - $3K
|
1.93K
$1.54M
|
|
|
Oct 25, 2023
Q3 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
5+ 1.0% |
$2.17K - $3K
|
505
$402K
|