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 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-21- 0.5% |
$9.13K - $12.6K
|
4.2K
$3.34M
|
|
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-22- 1.0% |
$9.56K - $13.2K
|
2.17K
$1.73M
|
|
|
Oct 17, 2023
Q3 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-22- 4.8% |
$9.56K - $13.2K
|
436
$347K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.79% |
$9.56K - $13.2K
|
2.77K
$2.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-22- 2.92% |
$9.56K - $13.2K
|
732
$582K
|
|
|
Oct 30, 2023
Q3 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-23- 3.54% |
$10K - $13.8K
|
627
$499K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-23- 4.28% |
$10K - $13.8K
|
515
$410K
|
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-24- 4.87% |
$10.4K - $14.4K
|
469
$373K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-24- 8.51% |
$10.4K - $14.4K
|
258
$205K
|
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-24- 0.69% |
$10.4K - $14.4K
|
3.46K
$2.75M
|
|
|
Nov 07, 2023
Q3 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-24- 1.55% |
$10.4K - $14.4K
|
1.53K
$1.22M
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-24- 0.19% |
$10.4K - $14.4K
|
12.9K
$10.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Cox Capital Mgt LLC
|
SELL
|
- |
-25- 1.56% |
$10.9K - $15K
|
1.58K
$1.25M
|
|
|
Oct 16, 2023
Q3 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-25- 3.47% |
$10.9K - $15K
|
695
$553K
|
|
|
Oct 24, 2023
Q3 2023
|
Lynch & Associates
|
SELL
|
- |
-25- 0.32% |
$10.9K - $15K
|
7.68K
$6.11M
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-25- 0.87% |
$10.9K - $15K
|
2.86K
$2.27M
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-25- 0.23% |
$10.9K - $15K
|
11K
$8.75M
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-25- 0.38% |
$10.9K - $15K
|
6.63K
$5.27M
|
|
|
Nov 09, 2023
Q3 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-25- 0.56% |
$10.9K - $15K
|
4.42K
$3.51M
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-25- 0.56% |
$10.9K - $15K
|
4.42K
$3.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-25- 2.42% |
$10.9K - $15K
|
1.01K
$803K
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-25- 2.43% |
$10.9K - $15K
|
1K
$798K
|
|
|
Nov 15, 2023
Q3 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-25- 0.04% |
$10.9K - $15K
|
56.4K
$44.8M
|
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-26- 0.99% |
$11.3K - $15.6K
|
2.6K
$2.06M
|
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
SELL
|
- |
-26- 3.3% |
$11.3K - $15.6K
|
761
$605K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-26- 0.03% |
$11.3K - $15.6K
|
102K
$81.2M
|
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-27- 3.06% |
$11.7K - $16.2K
|
854
$679K
|
|
|
Oct 18, 2023
Q3 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-27- 1.69% |
$11.7K - $16.2K
|
1.57K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-27- 2.08% |
$11.7K - $16.2K
|
1.27K
$1.01M
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-28- 1.37% |
$12.2K - $16.8K
|
2.02K
$1.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-28- 4.58% |
$12.2K - $16.8K
|
584
$464K
|
|
|
Nov 16, 2023
Q3 2023
|
Athena Investment Management
|
SELL
|
- |
-28- 1.81% |
$12.2K - $16.8K
|
1.52K
$1.2M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-28- 5.54% |
$12.2K - $16.8K
|
477
$379K
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-29- 4.64% |
$12.6K - $17.4K
|
596
$474K
|
|
|
Nov 07, 2023
Q3 2023
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-29- 5.31% |
$12.6K - $17.4K
|
517
$411K
|
|
|
Oct 10, 2023
Q3 2023
|
Tl Private Wealth
|
SELL
|
- |
-30- 4.29% |
$13K - $18K
|
670
$533K
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-30- 0.3% |
$13K - $18K
|
10K
$7.97M
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-30- 2.62% |
$13K - $18K
|
1.12K
$887K
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-30- 0.38% |
$13K - $18K
|
7.91K
$6.29M
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-30- 2.06% |
$13K - $18K
|
1.42K
$1.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-30- 2.27% |
$13K - $18K
|
1.29K
$1.03M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-31- 0.16% |
$13.5K - $18.6K
|
19.2K
$15.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-32- 1.89% |
$13.9K - $19.2K
|
1.66K
$1.32M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-32- 5.84% |
$13.9K - $19.2K
|
516
$410K
|
|
|
Oct 18, 2023
Q3 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-33- 4.93% |
$14.3K - $19.8K
|
636
$506K
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-33- 1.67% |
$14.3K - $19.8K
|
1.95K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-33- 3.61% |
$14.3K - $19.8K
|
882
$701K
|
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-34- 0.29% |
$14.8K - $20.4K
|
11.7K
$9.29M
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-34- 1.45% |
$14.8K - $20.4K
|
2.32K
$1.84M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-34- 1.56% |
$14.8K - $20.4K
|
2.15K
$1.71M
|