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 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-20- 0.81% |
$8.69K - $12K
|
2.44K
$1.92M
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-20- 3.02% |
$8.69K - $12K
|
643
$506K
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-20- 1.83% |
$8.69K - $12K
|
1.07K
$844K
|
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-20- 0.34% |
$8.69K - $12K
|
5.87K
$4.62M
|
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-20- 1.41% |
$8.69K - $12K
|
1.4K
$1.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-20- 7.97% |
$8.69K - $12K
|
231
$182K
|
|
|
Nov 14, 2023
Q3 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-20- 3.31% |
$8.69K - $12K
|
585
$460K
|
|
|
Nov 14, 2023
Q3 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-20- 0.59% |
$8.69K - $12K
|
3.4K
$2.67M
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
SELL
|
- |
-21- 3.83% |
$9.13K - $12.6K
|
528
$415K
|
|
|
Nov 13, 2023
Q3 2023
|
Barings LLC
|
SELL
|
- |
-21- 3.61% |
$9.13K - $12.6K
|
561
$441K
|
|
|
Nov 13, 2023
Q3 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-21- 0.5% |
$9.13K - $12.6K
|
4.2K
$3.3M
|
|
|
Oct 13, 2023
Q3 2023
|
Halbert Hargrove Global Advisors, LLC
|
SELL
|
- |
-22- 1.0% |
$9.56K - $13.2K
|
2.17K
$1.71M
|
|
|
Oct 17, 2023
Q3 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-22- 4.8% |
$9.56K - $13.2K
|
436
$343K
|
|
|
Oct 31, 2023
Q3 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.79% |
$9.56K - $13.2K
|
2.77K
$2.18M
|
|
|
Nov 01, 2023
Q3 2023
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-22- 2.92% |
$9.56K - $13.2K
|
732
$576K
|
|
|
Oct 30, 2023
Q3 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-23- 3.54% |
$10K - $13.8K
|
627
$493K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-23- 4.28% |
$10K - $13.8K
|
515
$405K
|
|
|
Oct 16, 2023
Q3 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
SELL
|
- |
-24- 4.87% |
$10.4K - $14.4K
|
469
$369K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-24- 8.51% |
$10.4K - $14.4K
|
258
$203K
|
|
|
Oct 26, 2023
Q3 2023
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-24- 0.69% |
$10.4K - $14.4K
|
3.46K
$2.72M
|
|
|
Nov 07, 2023
Q3 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-24- 1.55% |
$10.4K - $14.4K
|
1.53K
$1.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-24- 0.19% |
$10.4K - $14.4K
|
12.9K
$10.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Cox Capital Mgt LLC
|
SELL
|
- |
-25- 1.56% |
$10.9K - $15K
|
1.58K
$1.24M
|
|
|
Oct 16, 2023
Q3 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-25- 3.47% |
$10.9K - $15K
|
695
$547K
|
|
|
Oct 24, 2023
Q3 2023
|
Lynch & Associates
|
SELL
|
- |
-25- 0.32% |
$10.9K - $15K
|
7.68K
$6.05M
|
|
|
Oct 24, 2023
Q3 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-25- 0.87% |
$10.9K - $15K
|
2.86K
$2.25M
|
|
|
Oct 26, 2023
Q3 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
SELL
|
- |
-25- 0.23% |
$10.9K - $15K
|
11K
$8.66M
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-25- 0.38% |
$10.9K - $15K
|
6.63K
$5.22M
|
|
|
Nov 09, 2023
Q3 2023
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-25- 0.56% |
$10.9K - $15K
|
4.42K
$3.47M
|
|
|
Nov 09, 2023
Q3 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-25- 0.56% |
$10.9K - $15K
|
4.42K
$3.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-25- 2.42% |
$10.9K - $15K
|
1.01K
$795K
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-25- 2.43% |
$10.9K - $15K
|
1K
$789K
|
|
|
Nov 15, 2023
Q3 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-25- 0.04% |
$10.9K - $15K
|
56.4K
$44.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-26- 0.99% |
$11.3K - $15.6K
|
2.6K
$2.04M
|
|
|
Oct 26, 2023
Q3 2023
|
Middleton & CO Inc
|
SELL
|
- |
-26- 3.3% |
$11.3K - $15.6K
|
761
$599K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-26- 0.03% |
$11.3K - $15.6K
|
102K
$80.3M
|
|
|
Oct 17, 2023
Q3 2023
|
Inscription Capital, LLC
Houston, TX |
SELL
|
- |
-27- 3.06% |
$11.7K - $16.2K
|
854
$672K
|
|
|
Oct 18, 2023
Q3 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
SELL
|
- |
-27- 1.69% |
$11.7K - $16.2K
|
1.57K
$1.24M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-27- 2.08% |
$11.7K - $16.2K
|
1.27K
$998K
|
|
|
Oct 18, 2023
Q3 2023
|
High Mark Wealth Management LLC
|
SELL
|
- |
-28- 1.37% |
$12.2K - $16.8K
|
2.02K
$1.59M
|
|
|
Nov 14, 2023
Q3 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-28- 4.58% |
$12.2K - $16.8K
|
584
$460K
|
|
|
Nov 16, 2023
Q3 2023
|
Athena Investment Management
|
SELL
|
- |
-28- 1.81% |
$12.2K - $16.8K
|
1.52K
$1.19M
|
|
|
Nov 20, 2023
Q3 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-28- 5.54% |
$12.2K - $16.8K
|
477
$375K
|
|
|
Oct 24, 2023
Q3 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-29- 4.64% |
$12.6K - $17.4K
|
596
$469K
|
|
|
Nov 07, 2023
Q3 2023
|
J. L. Bainbridge & Co., Inc.
|
SELL
|
- |
-29- 5.31% |
$12.6K - $17.4K
|
517
$407K
|
|
|
Oct 10, 2023
Q3 2023
|
Tl Private Wealth
|
SELL
|
- |
-30- 4.29% |
$13K - $18K
|
670
$527K
|
|
|
Oct 24, 2023
Q3 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-30- 0.3% |
$13K - $18K
|
10K
$7.89M
|
|
|
Nov 03, 2023
Q3 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-30- 2.62% |
$13K - $18K
|
1.12K
$877K
|
|
|
Nov 06, 2023
Q3 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-30- 0.38% |
$13K - $18K
|
7.91K
$6.22M
|
|
|
Nov 07, 2023
Q3 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-30- 2.06% |
$13K - $18K
|
1.42K
$1.12M
|