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
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-30- 2.27% |
$13K - $18K
|
1.29K
$1.02M
|
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-31- 0.16% |
$13.5K - $18.6K
|
19.2K
$15.1M
|
|
|
Oct 10, 2023
Q3 2023
|
Fortem Financial Group, LLC
|
SELL
|
- |
-32- 1.89% |
$13.9K - $19.2K
|
1.66K
$1.31M
|
|
|
Nov 02, 2023
Q3 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-32- 5.84% |
$13.9K - $19.2K
|
516
$406K
|
|
|
Oct 18, 2023
Q3 2023
|
Kessler Investment Group, LLC
|
SELL
|
- |
-33- 4.93% |
$14.3K - $19.8K
|
636
$500K
|
|
|
Nov 07, 2023
Q3 2023
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-33- 1.67% |
$14.3K - $19.8K
|
1.95K
$1.53M
|
|
|
Nov 13, 2023
Q3 2023
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-33- 3.61% |
$14.3K - $19.8K
|
882
$694K
|
|
|
Apr 10, 2025
Q3 2023
|
Arrien Investments, Inc.
Boise, ID |
SELL
|
- |
-33- 6.55% |
$14.3K - $19.8K
|
471
$371K
|
|
|
Oct 30, 2023
Q3 2023
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-34- 0.29% |
$14.8K - $20.4K
|
11.7K
$9.19M
|
|
|
Oct 31, 2023
Q3 2023
|
Prio Wealth Limited Partnership
Boston, MA |
SELL
|
- |
-34- 1.45% |
$14.8K - $20.4K
|
2.32K
$1.82M
|
|
|
Nov 14, 2023
Q3 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-34- 1.56% |
$14.8K - $20.4K
|
2.15K
$1.69M
|
|
|
Oct 10, 2023
Q3 2023
|
Arbor Trust Wealth Advisors, LLC
|
SELL
|
- |
-35- 2.88% |
$15.2K - $21K
|
1.18K
$929K
|
|
|
Oct 16, 2023
Q3 2023
|
Moseley Investment Management Inc
|
SELL
|
- |
-35- 1.03% |
$15.2K - $21K
|
3.36K
$2.64M
|
|
|
Nov 03, 2023
Q3 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-35- 7.83% |
$15.2K - $21K
|
412
$324K
|
|
|
Nov 09, 2023
Q3 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-35- 0.65% |
$15.2K - $21K
|
5.32K
$4.18M
|
|
|
Nov 15, 2023
Q3 2023
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-35- 38.89% |
$15.2K - $21K
|
55
$43.3K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-36- 0.56% |
$15.6K - $21.6K
|
6.42K
$5.05M
|
|
|
Nov 09, 2023
Q3 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-36- 1.16% |
$15.6K - $21.6K
|
3.07K
$2.42M
|
|
|
Nov 07, 2023
Q3 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-37- 1.18% |
$16.1K - $22.2K
|
3.1K
$2.44M
|
|
|
Oct 10, 2023
Q3 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-38- 1.04% |
$16.5K - $22.8K
|
3.61K
$2.84M
|
|
|
Oct 19, 2023
Q3 2023
|
Sather Financial Group Inc
|
SELL
|
- |
-38- 1.96% |
$16.5K - $22.8K
|
1.9K
$1.49M
|
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-38- 0.72% |
$16.5K - $22.8K
|
5.23K
$4.12M
|
|
|
Nov 03, 2023
Q3 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-38- 8.84% |
$16.5K - $22.8K
|
392
$308K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-38- 8.96% |
$16.5K - $22.8K
|
386
$304K
|
|
|
Oct 25, 2023
Q3 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-39- 1.24% |
$17K - $23.4K
|
3.1K
$2.44M
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-39- 0.47% |
$17K - $23.4K
|
8.23K
$6.47M
|
|
|
Dec 05, 2023
Q3 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-39- 8.88% |
$17K - $23.4K
|
400
$315K
|
|
|
Oct 10, 2023
Q3 2023
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-40- 3.22% |
$17.4K - $24K
|
1.2K
$947K
|
|
|
Nov 03, 2023
Q3 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-40- 1.36% |
$17.4K - $24K
|
2.91K
$2.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-40- 3.57% |
$17.4K - $24K
|
1.08K
$849K
|
|
|
Nov 13, 2023
Q3 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-40- 0.47% |
$17.4K - $24K
|
8.39K
$6.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-40- 85.11% |
$17.4K - $24K
|
7
$5.51K
|
|
|
Oct 10, 2023
Q3 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-41- 2.89% |
$17.8K - $24.6K
|
1.38K
$1.08M
|
|
|
Oct 26, 2023
Q3 2023
|
Joule Financial, LLC
|
SELL
|
- |
-41- 4.76% |
$17.8K - $24.6K
|
821
$646K
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-42- 0.7% |
$18.3K - $25.2K
|
5.99K
$4.71M
|
|
|
Oct 27, 2023
Q3 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-42- 0.04% |
$18.3K - $25.2K
|
97.7K
$76.9M
|
|
|
Oct 10, 2023
Q3 2023
|
Franklin Street Advisors Inc
|
SELL
|
- |
-43- 4.29% |
$18.7K - $25.8K
|
959
$755K
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-43- 2.05% |
$18.7K - $25.8K
|
2.06K
$1.62M
|
|
|
Nov 07, 2023
Q3 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-43- 6.88% |
$18.7K - $25.8K
|
582
$458K
|
|
|
Nov 14, 2023
Q3 2023
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-43- 1.95% |
$18.7K - $25.8K
|
2.17K
$1.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-43- 2.6% |
$18.7K - $25.8K
|
1.61K
$1.27M
|
|
|
Nov 09, 2023
Q3 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-44- 2.69% |
$19.1K - $26.4K
|
1.59K
$1.25M
|
|
|
Aug 28, 2024
Q3 2023
|
Farmers National Bank
Danville, KY |
SELL
|
- |
-44- 1.41% |
$19.1K - $26.4K
|
3.08K
$2.42M
|
|
|
Oct 04, 2023
Q3 2023
|
Bromfield Sneider Wealth Advisors
|
SELL
|
- |
-45- 36.0% |
$19.6K - $27K
|
80
$63K
|
|
|
Oct 20, 2023
Q3 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-45- 0.55% |
$19.6K - $27K
|
8.12K
$6.39M
|
|
|
Nov 03, 2023
Q3 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-45- 4.53% |
$19.6K - $27K
|
949
$747K
|
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-45- 1.89% |
$19.6K - $27K
|
2.33K
$1.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-45- 1.48% |
$19.6K - $27K
|
3K
$2.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-45- 1.43% |
$19.6K - $27K
|
3.1K
$2.44M
|
|
|
Oct 23, 2023
Q3 2023
|
First Bancorp, Inc
|
SELL
|
- |
-46- 5.85% |
$20K - $27.6K
|
740
$582K
|