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 26, 2023
Q3 2023
|
Dividend Assets Capital, LLC
|
SELL
|
- |
-153- 8.43% |
$66.5K - $91.7K
|
1.66K
$1.31M
|
|
|
Oct 30, 2023
Q3 2023
|
First Citizens Bank & Trust CO
|
SELL
|
- |
-153- 3.37% |
$66.5K - $91.7K
|
4.39K
$3.45M
|
|
|
Nov 09, 2023
Q3 2023
|
Waters Parkerson & Co., LLC
|
SELL
|
- |
-153- 1.52% |
$66.5K - $91.7K
|
9.9K
$7.79M
|
|
|
Oct 13, 2023
Q3 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-155- 22.96% |
$67.4K - $92.9K
|
520
$409K
|
|
|
Oct 23, 2023
Q3 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-155- 5.08% |
$67.4K - $92.9K
|
2.9K
$2.28M
|
|
|
Oct 30, 2023
Q3 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-155- 21.92% |
$67.4K - $92.9K
|
552
$434K
|
|
|
Oct 19, 2023
Q3 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-158- 2.86% |
$68.7K - $94.7K
|
5.38K
$4.23M
|
|
|
Oct 26, 2023
Q3 2023
|
Peoples Bank
|
SELL
|
- |
-161- 6.38% |
$70K - $96.5K
|
2.36K
$1.86M
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-162- 6.14% |
$70.4K - $97.1K
|
2.48K
$1.95M
|
|
|
Oct 17, 2023
Q3 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-164- 8.01% |
$71.3K - $98.3K
|
1.88K
$1.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-164- 1.45% |
$71.3K - $98.3K
|
11.2K
$8.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-164- 2.07% |
$71.3K - $98.3K
|
7.76K
$6.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-164- 5.17% |
$71.3K - $98.3K
|
3.01K
$2.37M
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-165- 4.53% |
$71.7K - $98.9K
|
3.48K
$2.74M
|
|
|
Oct 17, 2023
Q3 2023
|
Mcrae Capital Management Inc
|
SELL
|
- |
-165- 11.82% |
$71.7K - $98.9K
|
1.23K
$969K
|
|
|
Nov 09, 2023
Q3 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-166- 2.58% |
$72.2K - $99.5K
|
6.28K
$4.94M
|
|
|
Nov 14, 2023
Q3 2023
|
Nbw Capital LLC
|
SELL
|
- |
-166- 16.85% |
$72.2K - $99.5K
|
819
$644K
|
|
|
Nov 07, 2023
Q3 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-167- 27.02% |
$72.6K - $100K
|
451
$355K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-167- 3.32% |
$72.6K - $100K
|
4.86K
$3.83M
|
|
|
Oct 20, 2023
Q3 2023
|
Hemington Wealth Management
|
SELL
|
- |
-168- 16.77% |
$73K - $101K
|
834
$656K
|
|
|
Nov 01, 2023
Q3 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-169- 5.69% |
$73.5K - $101K
|
2.8K
$2.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Meyer Handelman CO
|
SELL
|
- |
-170- 0.54% |
$73.9K - $102K
|
31.1K
$24.4M
|
|
|
Oct 17, 2023
Q3 2023
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-172- 2.78% |
$74.8K - $103K
|
6.02K
$4.74M
|
|
|
Oct 17, 2023
Q3 2023
|
Founders Financial Securities LLC
|
SELL
|
- |
-172- 12.71% |
$74.8K - $103K
|
1.18K
$929K
|
|
|
Nov 09, 2023
Q3 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-172- 2.11% |
$74.8K - $103K
|
7.96K
$6.27M
|
|
|
Nov 13, 2023
Q3 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-173- 5.93% |
$75.2K - $104K
|
2.74K
$2.16M
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-175- 4.64% |
$76.1K - $105K
|
3.59K
$2.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Somerville Kurt F
|
SELL
|
- |
-175- 3.49% |
$76.1K - $105K
|
4.84K
$3.81M
|
|
|
Sep 05, 2024
Q3 2023
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-175- 12.28% |
$76.1K - $105K
|
1.25K
$984K
|
|
|
Nov 15, 2023
Q3 2023
|
Spouting Rock Asset Management, LLC
Bryn Mawr, PA |
SELL
|
- |
-176- 6.16% |
$76.5K - $105K
|
2.68K
$2.11M
|
|
|
Oct 13, 2023
Q3 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-177- 11.77% |
$76.9K - $106K
|
1.33K
$1.04M
|
|
|
Nov 01, 2023
Q3 2023
|
Berkshire Bank
|
SELL
|
- |
-180- 4.96% |
$78.2K - $108K
|
3.45K
$2.71M
|
|
|
Nov 08, 2023
Q3 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-180- 3.39% |
$78.2K - $108K
|
5.13K
$4.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Future Fund LLC
Chicago, IL |
SELL
|
- |
-181- 22.48% |
$78.7K - $108K
|
624
$491K
|
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-182- 6.38% |
$79.1K - $109K
|
2.67K
$2.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-184- 2.99% |
$80K - $110K
|
5.97K
$4.7M
|
|
|
Oct 11, 2023
Q3 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-187- 7.08% |
$81.3K - $112K
|
2.45K
$1.93M
|
|
|
Nov 08, 2023
Q3 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-187- 10.4% |
$81.3K - $112K
|
1.61K
$1.27M
|
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-188- 6.23% |
$81.7K - $113K
|
2.83K
$2.23M
|
|
|
Jun 17, 2024
Q3 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-192- 11.96% |
$83.5K - $115K
|
1.41K
$1.11M
|
|
|
Nov 13, 2023
Q3 2023
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-195- 9.61% |
$84.8K - $117K
|
1.84K
$1.44M
|
|
|
Oct 17, 2023
Q3 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-199- 44.22% |
$86.5K - $119K
|
251
$198K
|
|
|
Oct 24, 2023
Q3 2023
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-200- 4.8% |
$86.9K - $120K
|
3.97K
$3.12M
|
|
|
Oct 25, 2023
Q3 2023
|
E&G Advisors, LP
|
SELL
|
- |
-200- 7.33% |
$86.9K - $120K
|
2.53K
$1.99M
|
|
|
Oct 25, 2023
Q3 2023
|
Mastrapasqua Asset Management Inc
|
SELL
|
- |
-200- 0.45% |
$86.9K - $120K
|
44K
$34.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-200- 26.28% |
$86.9K - $120K
|
561
$441K
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-200- 29.9% |
$86.9K - $120K
|
469
$369K
|
|
|
Nov 07, 2023
Q3 2023
|
Univest Financial Corp
|
SELL
|
- |
-200- 8.03% |
$86.9K - $120K
|
2.29K
$1.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-200- 21.55% |
$86.9K - $120K
|
728
$573K
|
|
|
Nov 13, 2023
Q3 2023
|
Blackhill Capital Inc
Morristown, NJ |
SELL
|
- |
-200- 0.14% |
$86.9K - $120K
|
145K
$114M
|