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 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-5- 6.33% |
$2.17K - $3K
|
74
$58.2K
|
|
|
Dec 07, 2023
Q3 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-5- 0.44% |
$2.17K - $3K
|
1.13K
$885K
|
|
|
Dec 14, 2023
Q3 2023
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-5- 0.1% |
$2.17K - $3K
|
4.86K
$3.82M
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-6- 1.2% |
$2.61K - $3.6K
|
495
$390K
|
|
|
Nov 03, 2023
Q3 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-6- 0.79% |
$2.61K - $3.6K
|
757
$596K
|
|
|
Nov 13, 2023
Q3 2023
|
American Money Management, LLC
|
SELL
|
- |
-6- 0.13% |
$2.61K - $3.6K
|
4.65K
$3.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-6- 0.2% |
$2.61K - $3.6K
|
3.06K
$2.41M
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-6- 1.09% |
$2.61K - $3.6K
|
543
$427K
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-6- 0.9% |
$2.61K - $3.6K
|
664
$523K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6- 0.26% |
$2.61K - $3.6K
|
2.28K
$1.79M
|
|
|
Oct 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-7- 0.39% |
$3.04K - $4.2K
|
1.8K
$1.42M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-7- 0.06% |
$3.04K - $4.2K
|
11.3K
$8.91M
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-7- 0.1% |
$3.04K - $4.2K
|
6.91K
$5.43M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-7- 0.98% |
$3.04K - $4.2K
|
706
$556K
|
|
|
Nov 02, 2023
Q3 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-7- 0.47% |
$3.04K - $4.2K
|
1.47K
$1.16M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-7- 1.53% |
$3.04K - $4.2K
|
450
$354K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-7- 0.61% |
$3.04K - $4.2K
|
1.13K
$891K
|
|
|
Nov 08, 2023
Q3 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-7- 0.77% |
$3.04K - $4.2K
|
908
$715K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-7- 0.13% |
$3.04K - $4.2K
|
5.4K
$4.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-7- 0.35% |
$3.04K - $4.2K
|
2.02K
$1.59M
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-8- 0.76% |
$3.48K - $4.79K
|
1.05K
$823K
|
|
|
Oct 11, 2023
Q3 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-8- 1.26% |
$3.48K - $4.79K
|
627
$493K
|
|
|
Oct 25, 2023
Q3 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-8- 0.84% |
$3.48K - $4.79K
|
942
$741K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-8- 0.62% |
$3.48K - $4.79K
|
1.28K
$1M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-8- 0.45% |
$3.48K - $4.79K
|
1.77K
$1.39M
|
|
|
Nov 03, 2023
Q3 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-8- 0.43% |
$3.48K - $4.79K
|
1.83K
$1.44M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-8- 0.2% |
$3.48K - $4.79K
|
4.05K
$3.19M
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-9- 0.96% |
$3.91K - $5.39K
|
929
$731K
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-9- 0.34% |
$3.91K - $5.39K
|
2.67K
$2.1M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-9- 1.32% |
$3.91K - $5.39K
|
673
$530K
|
|
|
Nov 02, 2023
Q3 2023
|
Perkins Capital Management Inc
|
SELL
|
- |
-9- 0.07% |
$3.91K - $5.39K
|
13K
$10.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-9- 26.47% |
$3.91K - $5.39K
|
25
$19.7K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-9- 0.8% |
$3.91K - $5.39K
|
1.11K
$874K
|
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-9- 0.85% |
$3.91K - $5.39K
|
1.06K
$831K
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-9- 1.19% |
$3.91K - $5.39K
|
745
$586K
|
|
|
Nov 13, 2023
Q3 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-9- 1.83% |
$3.91K - $5.39K
|
482
$379K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9- 0.96% |
$3.91K - $5.39K
|
933
$734K
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-9- 26.47% |
$3.91K - $5.39K
|
25
$19.7K
|
|
|
Oct 11, 2023
Q3 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-10- 16.67% |
$4.35K - $5.99K
|
50
$39.3K
|
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-10- 1.68% |
$4.35K - $5.99K
|
585
$460K
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-10- 1.18% |
$4.35K - $5.99K
|
839
$660K
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-10- 0.54% |
$4.35K - $5.99K
|
1.83K
$1.44M
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-10- 1.37% |
$4.35K - $5.99K
|
718
$565K
|
|
|
Oct 23, 2023
Q3 2023
|
Baxter Bros Inc
|
SELL
|
- |
-10- 0.47% |
$4.35K - $5.99K
|
2.14K
$1.68M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-10- 0.48% |
$4.35K - $5.99K
|
2.08K
$1.64M
|
|
|
Oct 24, 2023
Q3 2023
|
Mount Vernon Associates Inc
|
SELL
|
- |
-10- 0.88% |
$4.35K - $5.99K
|
1.12K
$881K
|
|
|
Oct 24, 2023
Q3 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-10- 1.89% |
$4.35K - $5.99K
|
520
$409K
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-10- 20.0% |
$4.35K - $5.99K
|
40
$31.5K
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-10- 1.99% |
$4.35K - $5.99K
|
492
$387K
|
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-10- 0.22% |
$4.35K - $5.99K
|
4.58K
$3.6M
|