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 30, 2023
Q3 2023
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-46- 3.48% |
$20K - $27.6K
|
1.28K
$1M
|
|
Nov 08, 2023
Q3 2023
|
Lvz, Inc.
|
SELL
|
- |
-46- 7.76% |
$20K - $27.6K
|
547
$430K
|
|
Nov 13, 2023
Q3 2023
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-46- 0.64% |
$20K - $27.6K
|
7.17K
$5.64M
|
|
Nov 14, 2023
Q3 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-46- 6.25% |
$20K - $27.6K
|
690
$543K
|
|
Oct 23, 2023
Q3 2023
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-47- 7.4% |
$20.4K - $28.2K
|
588
$463K
|
|
Nov 09, 2023
Q3 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-47- 0.38% |
$20.4K - $28.2K
|
12.5K
$9.81M
|
|
Feb 13, 2025
Q3 2023
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-47- 2.78% |
$20.4K - $28.2K
|
1.65K
$1.29M
|
|
Nov 02, 2023
Q3 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-48- 0.37% |
$20.9K - $28.8K
|
12.9K
$10.1M
|
|
Nov 08, 2023
Q3 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-48- 0.75% |
$20.9K - $28.8K
|
6.39K
$5.03M
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-48- 2.28% |
$20.9K - $28.8K
|
2.06K
$1.62M
|
|
Nov 13, 2023
Q3 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-49- 0.22% |
$21.3K - $29.4K
|
22K
$17.3M
|
|
Oct 11, 2023
Q3 2023
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-50- 1.51% |
$21.7K - $30K
|
3.25K
$2.56M
|
|
Oct 13, 2023
Q3 2023
|
Reliant Investment Management, LLC
|
SELL
|
- |
-50- 3.49% |
$21.7K - $30K
|
1.38K
$1.09M
|
|
Oct 18, 2023
Q3 2023
|
Papp L Roy & Associates
|
SELL
|
- |
-50- 1.97% |
$21.7K - $30K
|
2.48K
$1.95M
|
|
Oct 19, 2023
Q3 2023
|
Benin Management Corp
|
SELL
|
- |
-50- 6.22% |
$21.7K - $30K
|
754
$593K
|
|
Oct 24, 2023
Q3 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-50- 2.16% |
$21.7K - $30K
|
2.26K
$1.78M
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-50- 0.94% |
$21.7K - $30K
|
5.27K
$4.14M
|
|
Nov 02, 2023
Q3 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-50- 4.25% |
$21.7K - $30K
|
1.13K
$886K
|
|
Nov 02, 2023
Q3 2023
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-50- 2.58% |
$21.7K - $30K
|
1.89K
$1.49M
|
|
Nov 13, 2023
Q3 2023
|
Aldebaran Capital, LLC
Indianapolis, IN |
SELL
|
- |
-50- 0.64% |
$21.7K - $30K
|
7.78K
$6.12M
|
|
Oct 17, 2023
Q3 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-51- 0.27% |
$22.2K - $30.6K
|
18.8K
$14.8M
|
|
Nov 09, 2023
Q3 2023
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-51- 2.93% |
$22.2K - $30.6K
|
1.69K
$1.33M
|
|
Nov 13, 2023
Q3 2023
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-51- 0.26% |
$22.2K - $30.6K
|
19.6K
$15.5M
|
|
Oct 11, 2023
Q3 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-52- 0.59% |
$22.6K - $31.2K
|
8.83K
$6.95M
|
|
Oct 30, 2023
Q3 2023
|
Unionview, LLC
Seattle, WA |
SELL
|
- |
-52- 2.44% |
$22.6K - $31.2K
|
2.08K
$1.64M
|
|
Nov 14, 2023
Q3 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-52- 0.29% |
$22.6K - $31.2K
|
17.9K
$14.1M
|
|
Nov 14, 2023
Q3 2023
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-52- 10.46% |
$22.6K - $31.2K
|
445
$350K
|
|
Nov 14, 2023
Q3 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
SELL
|
- |
-52- 2.5% |
$22.6K - $31.2K
|
2.02K
$1.59M
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-54- 5.53% |
$23.5K - $32.4K
|
923
$726K
|
|
Oct 10, 2023
Q3 2023
|
First Community Trust Na
|
SELL
|
- |
-55- 52.38% |
$23.9K - $33K
|
50
$39.3K
|
|
Nov 03, 2023
Q3 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-56- 3.08% |
$24.3K - $33.6K
|
1.77K
$1.39M
|
|
Oct 17, 2023
Q3 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-57- 5.1% |
$24.8K - $34.2K
|
1.06K
$834K
|
|
Nov 02, 2023
Q3 2023
|
Echo45 Advisors LLC
|
SELL
|
- |
-57- 8.25% |
$24.8K - $34.2K
|
634
$499K
|
|
Nov 13, 2023
Q3 2023
|
Rossmore Private Capital
Glastonbury, CT |
SELL
|
- |
-58- 0.33% |
$25.2K - $34.8K
|
17.3K
$13.6M
|
|
Nov 13, 2023
Q3 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-58- 3.17% |
$25.2K - $34.8K
|
1.77K
$1.39M
|
|
Oct 10, 2023
Q3 2023
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-59- 10.07% |
$25.6K - $35.4K
|
527
$415K
|
|
Oct 11, 2023
Q3 2023
|
First Financial Corp
|
SELL
|
- |
-59- 1.22% |
$25.6K - $35.4K
|
4.78K
$3.76M
|
|
Oct 17, 2023
Q3 2023
|
Aspiriant, LLC
|
SELL
|
- |
-59- 8.44% |
$25.6K - $35.4K
|
640
$504K
|
|
Nov 13, 2023
Q3 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
SELL
|
- |
-59- 11.92% |
$25.6K - $35.4K
|
436
$343K
|
|
Nov 13, 2023
Q3 2023
|
Longbow Finance Sa
Lutry, V8 |
SELL
|
- |
-59- 0.34% |
$25.6K - $35.4K
|
17.3K
$13.6M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-59- 0.62% |
$25.6K - $35.4K
|
9.5K
$7.47M
|
|
Oct 02, 2023
Q3 2023
|
Park National Corp
|
SELL
|
- |
-60- 0.47% |
$26.1K - $36K
|
12.7K
$10M
|
|
Oct 12, 2023
Q3 2023
|
Clean Yield Group
|
SELL
|
- |
-60- 1.54% |
$26.1K - $36K
|
3.83K
$3.01M
|
|
Oct 24, 2023
Q3 2023
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-60- 4.81% |
$26.1K - $36K
|
1.19K
$934K
|
|
Oct 27, 2023
Q3 2023
|
United Bank
|
SELL
|
- |
-60- 1.53% |
$26.1K - $36K
|
3.86K
$3.03M
|
|
Nov 03, 2023
Q3 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-60- 3.3% |
$26.1K - $36K
|
1.76K
$1.38M
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
SELL
|
- |
-60- 2.36% |
$26.1K - $36K
|
2.49K
$1.96M
|
|
Nov 30, 2023
Q3 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
SELL
|
- |
-60- 12.17% |
$26.1K - $36K
|
433
$341K
|
|
Oct 17, 2023
Q3 2023
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-61- 10.7% |
$26.5K - $36.6K
|
509
$401K
|
|
Nov 09, 2023
Q3 2023
|
Buckhead Capital Management LLC
|
SELL
|
- |
-61- 2.84% |
$26.5K - $36.6K
|
2.09K
$1.64M
|