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 19, 2023
Q3 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-7- 0.39% |
$3.04K - $4.2K
|
1.8K
$1.43M
|
|
|
Oct 20, 2023
Q3 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-7- 0.06% |
$3.04K - $4.2K
|
11.3K
$9M
|
|
|
Oct 31, 2023
Q3 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-7- 0.1% |
$3.04K - $4.2K
|
6.91K
$5.49M
|
|
|
Nov 01, 2023
Q3 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
SELL
|
- |
-7- 0.98% |
$3.04K - $4.2K
|
706
$562K
|
|
|
Nov 02, 2023
Q3 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-7- 0.47% |
$3.04K - $4.2K
|
1.47K
$1.17M
|
|
|
Nov 07, 2023
Q3 2023
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-7- 1.53% |
$3.04K - $4.2K
|
450
$358K
|
|
|
Nov 08, 2023
Q3 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-7- 0.61% |
$3.04K - $4.2K
|
1.13K
$900K
|
|
|
Nov 08, 2023
Q3 2023
|
O'Brien Greene & Co. Inc
Media, PA |
SELL
|
- |
-7- 0.77% |
$3.04K - $4.2K
|
908
$722K
|
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-7- 0.13% |
$3.04K - $4.2K
|
5.4K
$4.29M
|
|
|
Nov 14, 2023
Q3 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-7- 0.35% |
$3.04K - $4.2K
|
2.02K
$1.61M
|
|
|
Oct 04, 2023
Q3 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-8- 0.76% |
$3.48K - $4.79K
|
1.05K
$832K
|
|
|
Oct 11, 2023
Q3 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-8- 1.26% |
$3.48K - $4.79K
|
627
$499K
|
|
|
Oct 25, 2023
Q3 2023
|
Jacobsen Capital Management
|
SELL
|
- |
-8- 0.84% |
$3.48K - $4.79K
|
942
$749K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-8- 0.62% |
$3.48K - $4.79K
|
1.28K
$1.01M
|
|
|
Nov 02, 2023
Q3 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-8- 0.45% |
$3.48K - $4.79K
|
1.77K
$1.41M
|
|
|
Nov 03, 2023
Q3 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-8- 0.43% |
$3.48K - $4.79K
|
1.83K
$1.46M
|
|
|
Nov 14, 2023
Q3 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-8- 0.2% |
$3.48K - $4.79K
|
4.05K
$3.22M
|
|
|
Oct 24, 2023
Q3 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-9- 0.96% |
$3.91K - $5.39K
|
929
$739K
|
|
|
Oct 24, 2023
Q3 2023
|
Blb&B Advisors, LLC
|
SELL
|
- |
-9- 0.34% |
$3.91K - $5.39K
|
2.67K
$2.12M
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-9- 1.32% |
$3.91K - $5.39K
|
673
$535K
|
|
|
Nov 02, 2023
Q3 2023
|
Perkins Capital Management Inc
|
SELL
|
- |
-9- 0.07% |
$3.91K - $5.39K
|
13K
$10.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-9- 26.47% |
$3.91K - $5.39K
|
25
$19.9K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-9- 0.8% |
$3.91K - $5.39K
|
1.11K
$884K
|
|
|
Nov 08, 2023
Q3 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-9- 0.85% |
$3.91K - $5.39K
|
1.06K
$840K
|
|
|
Nov 09, 2023
Q3 2023
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-9- 1.19% |
$3.91K - $5.39K
|
745
$593K
|
|
|
Nov 13, 2023
Q3 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-9- 1.83% |
$3.91K - $5.39K
|
482
$383K
|
|
|
Nov 14, 2023
Q3 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-9- 0.96% |
$3.91K - $5.39K
|
933
$742K
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-9- 26.47% |
$3.91K - $5.39K
|
25
$19.9K
|
|
|
Oct 11, 2023
Q3 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-10- 16.67% |
$4.35K - $5.99K
|
50
$39.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-10- 1.68% |
$4.35K - $5.99K
|
585
$465K
|
|
|
Oct 17, 2023
Q3 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-10- 1.18% |
$4.35K - $5.99K
|
839
$667K
|
|
|
Oct 19, 2023
Q3 2023
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-10- 0.54% |
$4.35K - $5.99K
|
1.83K
$1.45M
|
|
|
Oct 20, 2023
Q3 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-10- 1.37% |
$4.35K - $5.99K
|
718
$571K
|
|
|
Oct 23, 2023
Q3 2023
|
Baxter Bros Inc
|
SELL
|
- |
-10- 0.47% |
$4.35K - $5.99K
|
2.14K
$1.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-10- 0.48% |
$4.35K - $5.99K
|
2.08K
$1.65M
|
|
|
Oct 24, 2023
Q3 2023
|
Mount Vernon Associates Inc
|
SELL
|
- |
-10- 0.88% |
$4.35K - $5.99K
|
1.12K
$891K
|
|
|
Oct 24, 2023
Q3 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-10- 1.89% |
$4.35K - $5.99K
|
520
$414K
|
|
|
Oct 25, 2023
Q3 2023
|
Citizens National Bank Trust Department
|
SELL
|
- |
-10- 20.0% |
$4.35K - $5.99K
|
40
$31.8K
|
|
|
Oct 30, 2023
Q3 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-10- 1.99% |
$4.35K - $5.99K
|
492
$391K
|
|
|
Nov 06, 2023
Q3 2023
|
Tradewinds, Llc.
Raleigh, NC |
SELL
|
- |
-10- 0.22% |
$4.35K - $5.99K
|
4.58K
$3.64M
|
|
|
Nov 06, 2023
Q3 2023
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-10- 1.48% |
$4.35K - $5.99K
|
667
$530K
|
|
|
Nov 13, 2023
Q3 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-10- 1.66% |
$4.35K - $5.99K
|
593
$472K
|
|
|
Nov 13, 2023
Q3 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-10- 2.11% |
$4.35K - $5.99K
|
465
$370K
|
|
|
Nov 14, 2023
Q3 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-10- 0.51% |
$4.35K - $5.99K
|
1.97K
$1.57M
|
|
|
Nov 14, 2023
Q3 2023
|
State Of Wyoming
Cheyenne, WY |
SELL
|
- |
-10- 1.58% |
$4.35K - $5.99K
|
623
$496K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-10- 1.38% |
$4.35K - $5.99K
|
717
$570K
|
|
|
Oct 05, 2023
Q3 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-11- 1.66% |
$4.78K - $6.59K
|
651
$518K
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-11- 0.88% |
$4.78K - $6.59K
|
1.24K
$984K
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-11- 2.43% |
$4.78K - $6.59K
|
441
$351K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-12- 7.89% |
$5.22K - $7.19K
|
140
$111K
|