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 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-86- 2.72% |
$37.4K - $51.5K
|
3.07K
$2.42M
|
|
|
Oct 27, 2023
Q3 2023
|
Smith, Salley & Associates
|
SELL
|
- |
-87- 2.69% |
$37.8K - $52.1K
|
3.15K
$2.48M
|
|
|
Nov 13, 2023
Q3 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-87- 14.38% |
$37.8K - $52.1K
|
518
$408K
|
|
|
Nov 14, 2023
Q3 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-87- 46.03% |
$37.8K - $52.1K
|
102
$80.3K
|
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
SELL
|
- |
-88Closed |
$38.3K - $52.7K
|
0
$0
|
|
|
Oct 24, 2023
Q3 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-89- 4.39% |
$38.7K - $53.3K
|
1.94K
$1.53M
|
|
|
Nov 09, 2023
Q3 2023
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-89- 12.62% |
$38.7K - $53.3K
|
616
$485K
|
|
|
Nov 14, 2023
Q3 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-89- 4.02% |
$38.7K - $53.3K
|
2.13K
$1.67M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-89- 12.88% |
$38.7K - $53.3K
|
602
$474K
|
|
|
Nov 14, 2023
Q3 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-90- 13.06% |
$39.1K - $53.9K
|
599
$471K
|
|
|
Nov 14, 2023
Q3 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-91- 5.74% |
$39.6K - $54.5K
|
1.5K
$1.18M
|
|
|
Oct 17, 2023
Q3 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-92- 31.4% |
$40K - $55.1K
|
201
$158K
|
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-92- 1.99% |
$40K - $55.1K
|
4.52K
$3.56M
|
|
|
Nov 08, 2023
Q3 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-92- 8.39% |
$40K - $55.1K
|
1.01K
$791K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-92- 1.31% |
$40K - $55.1K
|
6.94K
$5.46M
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-93- 1.95% |
$40.4K - $55.7K
|
4.68K
$3.68M
|
|
|
Oct 30, 2023
Q3 2023
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-93- 7.36% |
$40.4K - $55.7K
|
1.17K
$921K
|
|
|
Oct 25, 2023
Q3 2023
|
Stephens Consulting, LLC
Flint, MI |
SELL
|
- |
-95- 40.95% |
$41.3K - $56.9K
|
137
$108K
|
|
|
Oct 19, 2023
Q3 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-96- 5.37% |
$41.7K - $57.5K
|
1.69K
$1.33M
|
|
|
Oct 20, 2023
Q3 2023
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-96- 4.16% |
$41.7K - $57.5K
|
2.21K
$1.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-96- 0.6% |
$41.7K - $57.5K
|
16K
$12.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Stiles Financial Services Inc
|
SELL
|
- |
-97- 3.01% |
$42.2K - $58.1K
|
3.13K
$2.46M
|
|
|
Oct 10, 2023
Q3 2023
|
Threadgill Financial, LLC
|
SELL
|
- |
-99- 6.4% |
$43K - $59.3K
|
1.45K
$1.14M
|
|
|
Oct 20, 2023
Q3 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-99- 1.35% |
$43K - $59.3K
|
7.22K
$5.68M
|
|
|
Oct 16, 2023
Q3 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-100- 4.73% |
$43.5K - $59.9K
|
2.01K
$1.58M
|
|
|
Nov 06, 2023
Q3 2023
|
Xml Financial, LLC
|
SELL
|
- |
-100- 6.0% |
$43.5K - $59.9K
|
1.57K
$1.23M
|
|
|
Nov 07, 2023
Q3 2023
|
Hc Advisors, LLC
|
SELL
|
- |
-100- 2.17% |
$43.5K - $59.9K
|
4.5K
$3.54M
|
|
|
Nov 07, 2023
Q3 2023
|
Dudley Capital Management, LLC
Middleburg, VA |
SELL
|
- |
-100- 12.05% |
$43.5K - $59.9K
|
730
$574K
|
|
|
Nov 09, 2023
Q3 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-100- 0.58% |
$43.5K - $59.9K
|
17.3K
$13.6M
|
|
|
Nov 09, 2023
Q3 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-100- 0.89% |
$43.5K - $59.9K
|
11.2K
$8.79M
|
|
|
Nov 13, 2023
Q3 2023
|
Portland Global Advisors LLC
|
SELL
|
- |
-100- 10.59% |
$43.5K - $59.9K
|
844
$664K
|
|
|
Nov 14, 2023
Q3 2023
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-100- 5.06% |
$43.5K - $59.9K
|
1.88K
$1.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-100- 1.58% |
$43.5K - $59.9K
|
6.24K
$4.91M
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
SELL
|
- |
-101- 3.79% |
$43.9K - $60.5K
|
2.57K
$2.02M
|
|
|
Nov 06, 2023
Q3 2023
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-101- 87.83% |
$43.9K - $60.5K
|
14
$11K
|
|
|
Oct 10, 2023
Q3 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-102- 2.38% |
$44.3K - $61.1K
|
4.18K
$3.29M
|
|
|
Oct 27, 2023
Q3 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-102- 0.75% |
$44.3K - $61.1K
|
13.5K
$10.6M
|
|
|
Oct 31, 2023
Q3 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-102- 2.05% |
$44.3K - $61.1K
|
4.87K
$3.83M
|
|
|
Nov 02, 2023
Q3 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-102- 11.1% |
$44.3K - $61.1K
|
817
$643K
|
|
|
Nov 09, 2023
Q3 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-102- 17.8% |
$44.3K - $61.1K
|
471
$371K
|
|
|
Nov 02, 2023
Q3 2023
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
SELL
|
- |
-104- 4.93% |
$45.2K - $62.3K
|
2K
$1.58M
|
|
|
Oct 10, 2023
Q3 2023
|
New England Research & Management, Inc.
|
SELL
|
- |
-105- 5.85% |
$45.6K - $62.9K
|
1.69K
$1.33M
|
|
|
Oct 27, 2023
Q3 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-105- 2.93% |
$45.6K - $62.9K
|
3.48K
$2.74M
|
|
|
Oct 19, 2023
Q3 2023
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-106- 6.38% |
$46.1K - $63.5K
|
1.56K
$1.22M
|
|
|
Nov 02, 2023
Q3 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-106- 2.28% |
$46.1K - $63.5K
|
4.54K
$3.57M
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-107- 4.35% |
$46.5K - $64.1K
|
2.35K
$1.85M
|
|
|
Nov 13, 2023
Q3 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-109- 0.49% |
$47.4K - $65.3K
|
22.3K
$17.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-109- 4.37% |
$47.4K - $65.3K
|
2.39K
$1.88M
|
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-110- 2.39% |
$47.8K - $65.9K
|
4.49K
$3.53M
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-110- 8.09% |
$47.8K - $65.9K
|
1.25K
$984K
|