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 08, 2023
Q3 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1+ 0.2% |
$435 - $599
|
512
$407K
|
|
|
Nov 09, 2023
Q3 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
1+ 0.02% |
$435 - $599
|
5.95K
$4.73M
|
|
|
Nov 13, 2023
Q3 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
1+ 0.04% |
$435 - $599
|
2.22K
$1.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
1+ 0.01% |
$435 - $599
|
15.6K
$12.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 0.29% |
$435 - $599
|
342
$272K
|
|
|
May 15, 2024
Q3 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1+ 0.07% |
$435 - $599
|
1.44K
$1.15M
|
|
|
Oct 13, 2023
Q3 2023
|
Prentice Wealth Management LLC
|
SELL
|
- |
-1- 0.07% |
$435 - $599
|
1.36K
$1.08M
|
|
|
Oct 24, 2023
Q3 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-1- 0.05% |
$435 - $599
|
2.14K
$1.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-1- 0.05% |
$435 - $599
|
2K
$1.59M
|
|
|
Nov 13, 2023
Q3 2023
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-1- 2.63% |
$435 - $599
|
37
$29.4K
|
|
|
Nov 14, 2023
Q3 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-1- 0.61% |
$435 - $599
|
164
$130K
|
|
|
Oct 10, 2023
Q3 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-2- 0.05% |
$869 - $1.2K
|
4.24K
$3.37M
|
|
|
Oct 17, 2023
Q3 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-2- 0.02% |
$869 - $1.2K
|
11.6K
$9.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-2- 0.24% |
$869 - $1.2K
|
834
$663K
|
|
|
Nov 13, 2023
Q3 2023
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-2- 0.25% |
$869 - $1.2K
|
787
$626K
|
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-2- 1.16% |
$869 - $1.2K
|
171
$136K
|
|
|
Oct 16, 2023
Q3 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-3- 0.12% |
$1.3K - $1.8K
|
2.57K
$2.05M
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-3- 0.6% |
$1.3K - $1.8K
|
498
$396K
|
|
|
Oct 23, 2023
Q3 2023
|
Trellis Advisors, LLC
|
SELL
|
- |
-3- 0.07% |
$1.3K - $1.8K
|
4.29K
$3.41M
|
|
|
Oct 27, 2023
Q3 2023
|
Marquette Asset Management, LLC
|
SELL
|
- |
-3- 10.0% |
$1.3K - $1.8K
|
27
$21.5K
|
|
|
Nov 01, 2023
Q3 2023
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-3- 0.44% |
$1.3K - $1.8K
|
684
$544K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-3- 0.51% |
$1.3K - $1.8K
|
590
$469K
|
|
|
Nov 13, 2023
Q3 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-3- 0.08% |
$1.3K - $1.8K
|
3.94K
$3.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-3- 0.25% |
$1.3K - $1.8K
|
1.21K
$962K
|
|
|
Nov 14, 2023
Q3 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-3- 0.58% |
$1.3K - $1.8K
|
516
$410K
|
|
|
Nov 03, 2023
Q3 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-4- 0.14% |
$1.74K - $2.4K
|
2.93K
$2.33M
|
|
|
Nov 08, 2023
Q3 2023
|
Consolidated Planning Corp
Atlanta, GA |
SELL
|
- |
-4- 0.4% |
$1.74K - $2.4K
|
1.01K
$800K
|
|
|
Nov 09, 2023
Q3 2023
|
Capital Square, LLC
|
SELL
|
- |
-4- 0.09% |
$1.74K - $2.4K
|
4.39K
$3.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Lokken Investment Group LLC
|
SELL
|
- |
-4- 0.08% |
$1.74K - $2.4K
|
4.76K
$3.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Hollencrest Capital Management
|
SELL
|
- |
-4- 0.12% |
$1.74K - $2.4K
|
3.33K
$2.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-4- 0.93% |
$1.74K - $2.4K
|
426
$339K
|
|
|
Nov 14, 2023
Q3 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-4- 0.44% |
$1.74K - $2.4K
|
915
$728K
|
|
|
Oct 11, 2023
Q3 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-5- 0.67% |
$2.17K - $3K
|
738
$587K
|
|
|
Oct 17, 2023
Q3 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-5- 0.24% |
$2.17K - $3K
|
2.07K
$1.64M
|
|
|
Oct 19, 2023
Q3 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-5- 0.04% |
$2.17K - $3K
|
12.1K
$9.64M
|
|
|
Oct 23, 2023
Q3 2023
|
Corundum Trust Company, Inc
Sioux Falls, SD |
SELL
|
- |
-5- 0.18% |
$2.17K - $3K
|
2.75K
$2.18M
|
|
|
Oct 25, 2023
Q3 2023
|
Shufro Rose & CO LLC
|
SELL
|
- |
-5- 0.01% |
$2.17K - $3K
|
45.6K
$36.3M
|
|
|
Oct 30, 2023
Q3 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-5- 0.07% |
$2.17K - $3K
|
7.38K
$5.87M
|
|
|
Nov 07, 2023
Q3 2023
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-5- 0.16% |
$2.17K - $3K
|
3.18K
$2.53M
|
|
|
Nov 08, 2023
Q3 2023
|
Greatmark Investment Partners, Inc.
|
SELL
|
- |
-5- 0.21% |
$2.17K - $3K
|
2.32K
$1.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-5- 6.33% |
$2.17K - $3K
|
74
$58.9K
|
|
|
Dec 07, 2023
Q3 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-5- 0.44% |
$2.17K - $3K
|
1.13K
$895K
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-5- 0.1% |
$2.17K - $3K
|
4.86K
$3.86M
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-6- 1.2% |
$2.61K - $3.6K
|
495
$394K
|
|
|
Nov 03, 2023
Q3 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-6- 0.79% |
$2.61K - $3.6K
|
757
$602K
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
SELL
|
- |
-6- 0.13% |
$2.61K - $3.6K
|
4.65K
$3.7M
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-6- 0.2% |
$2.61K - $3.6K
|
3.06K
$2.44M
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-6- 1.09% |
$2.61K - $3.6K
|
543
$432K
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-6- 0.9% |
$2.61K - $3.6K
|
664
$528K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6- 0.26% |
$2.61K - $3.6K
|
2.28K
$1.81M
|