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
|
Sanctuary Wealth Management, L.L.C.
|
BUY
|
- |
5+ 100.0% |
$2.17K - $3K
|
10
$7.95K
|
|
|
Nov 09, 2023
Q3 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
5+ 0.12% |
$2.17K - $3K
|
4.23K
$3.36M
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
5+ 1.04% |
$2.17K - $3K
|
488
$388K
|
|
|
Oct 10, 2023
Q3 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
4+ 0.14% |
$1.74K - $2.4K
|
2.91K
$2.32M
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
4+ 0.48% |
$1.74K - $2.4K
|
835
$664K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
4+ 0.82% |
$1.74K - $2.4K
|
491
$391K
|
|
|
Oct 16, 2023
Q3 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
4+ 0.39% |
$1.74K - $2.4K
|
1.02K
$809K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
4+ 0.11% |
$1.74K - $2.4K
|
3.74K
$2.97M
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
4+ 2.17% |
$1.74K - $2.4K
|
188
$150K
|
|
|
Nov 01, 2023
Q3 2023
|
Mattern Wealth Management LLC
|
BUY
|
- |
4+ 0.13% |
$1.74K - $2.4K
|
3K
$2.39M
|
|
|
Nov 03, 2023
Q3 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
4+ 0.13% |
$1.74K - $2.4K
|
3.03K
$2.41M
|
|
|
Nov 07, 2023
Q3 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
4+ 0.09% |
$1.74K - $2.4K
|
4.47K
$3.56M
|
|
|
Nov 21, 2023
Q3 2023
|
Carlson Capital Management
|
BUY
|
- |
4+ 0.15% |
$1.74K - $2.4K
|
2.65K
$2.11M
|
|
|
Oct 13, 2023
Q3 2023
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.7% |
$1.3K - $1.8K
|
434
$345K
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
BUY
|
- |
3+ 0.51% |
$1.3K - $1.8K
|
596
$474K
|
|
|
Oct 26, 2023
Q3 2023
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
3+ 0.42% |
$1.3K - $1.8K
|
709
$564K
|
|
|
Nov 02, 2023
Q3 2023
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
3+ 0.42% |
$1.3K - $1.8K
|
713
$567K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
3+ 5.26% |
$1.3K - $1.8K
|
60
$47.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Addison Advisors LLC
|
BUY
|
- |
3+ 0.46% |
$1.3K - $1.8K
|
653
$519K
|
|
|
Nov 08, 2023
Q3 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
3+ 0.43% |
$1.3K - $1.8K
|
702
$558K
|
|
|
Nov 09, 2023
Q3 2023
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
3+ 0.23% |
$1.3K - $1.8K
|
1.31K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.35% |
$1.3K - $1.8K
|
867
$690K
|
|
|
Nov 13, 2023
Q3 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
3+ 0.13% |
$1.3K - $1.8K
|
2.36K
$1.88M
|
|
|
Apr 03, 2024
Q3 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
3+ 0.63% |
$1.3K - $1.8K
|
482
$383K
|
|
|
May 17, 2024
Q3 2023
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
BUY
|
- |
3+ 0.01% |
$1.3K - $1.8K
|
49.3K
$39.2M
|
|
|
Oct 24, 2023
Q3 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2+ 0.24% |
$869 - $1.2K
|
837
$666K
|
|
|
Nov 07, 2023
Q3 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2+ 0.17% |
$869 - $1.2K
|
1.16K
$920K
|
|
|
Nov 13, 2023
Q3 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2+ 0.17% |
$869 - $1.2K
|
1.16K
$926K
|
|
|
Nov 13, 2023
Q3 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2+ 0.08% |
$869 - $1.2K
|
2.58K
$2.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2+ 0.33% |
$869 - $1.2K
|
609
$484K
|
|
|
Nov 14, 2023
Q3 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
2+ 0.16% |
$869 - $1.2K
|
1.24K
$987K
|
|
|
Apr 26, 2024
Q3 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
2+ 0.33% |
$869 - $1.2K
|
609
$484K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1+ 0.12% |
$435 - $599
|
828
$659K
|
|
|
Oct 05, 2023
Q3 2023
|
Life Pro Asset Management
|
BUY
|
- |
1+ 0.08% |
$435 - $599
|
1.32K
$1.05M
|
|
|
Oct 10, 2023
Q3 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1+ 0.21% |
$435 - $599
|
477
$379K
|
|
|
Oct 11, 2023
Q3 2023
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
1+ 0.12% |
$435 - $599
|
843
$670K
|
|
|
Oct 13, 2023
Q3 2023
|
Emerald Advisors, LLC
|
BUY
|
- |
1+ 0.16% |
$435 - $599
|
635
$505K
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
1+ 0.22% |
$435 - $599
|
451
$359K
|
|
|
Oct 16, 2023
Q3 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1+ 0.16% |
$435 - $599
|
609
$484K
|
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.1% |
$435 - $599
|
999
$795K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
1+ 0.04% |
$435 - $599
|
2.28K
$1.81M
|
|
|
Oct 27, 2023
Q3 2023
|
Center For Asset Management LLC
|
BUY
|
- |
1+ 0.15% |
$435 - $599
|
662
$527K
|
|
|
Oct 30, 2023
Q3 2023
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
1+ 0.22% |
$435 - $599
|
454
$361K
|
|
|
Nov 01, 2023
Q3 2023
|
Empirical Asset Management, LLC
|
BUY
|
- |
1+ 0.16% |
$435 - $599
|
646
$514K
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
1+ 0.21% |
$435 - $599
|
478
$380K
|
|
|
Nov 02, 2023
Q3 2023
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
1+ 0.09% |
$435 - $599
|
1.13K
$896K
|
|
|
Nov 02, 2023
Q3 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
1+ 12.5% |
$435 - $599
|
9
$7.16K
|
|
|
Nov 06, 2023
Q3 2023
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
1+ 0.15% |
$435 - $599
|
687
$546K
|
|
|
Nov 07, 2023
Q3 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
1+ 0.11% |
$435 - $599
|
880
$700K
|
|
|
Nov 08, 2023
Q3 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
1+ 0.34% |
$435 - $599
|
294
$234K
|