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 14, 2023
Q3 2023
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-200- 0.92% |
$86.9K - $120K
|
21.6K
$17M
|
|
|
Nov 02, 2023
Q3 2023
|
Avitas Wealth Management LLC
|
SELL
|
- |
-202- 1.12% |
$87.8K - $121K
|
17.8K
$14M
|
|
|
Oct 11, 2023
Q3 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-203- 0.5% |
$88.2K - $122K
|
40.3K
$31.7M
|
|
|
Nov 07, 2023
Q3 2023
|
Palisade Asset Management, LLC
|
SELL
|
- |
-203- 0.89% |
$88.2K - $122K
|
22.5K
$17.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-204- 11.89% |
$88.7K - $122K
|
1.51K
$1.19M
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-204- 0.66% |
$88.7K - $122K
|
30.8K
$24.2M
|
|
|
Nov 06, 2023
Q3 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-205- 2.2% |
$89.1K - $123K
|
9.12K
$7.18M
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-210- 2.7% |
$91.3K - $126K
|
7.57K
$5.96M
|
|
|
Oct 30, 2023
Q3 2023
|
Dock Street Asset Management Inc
|
SELL
|
- |
-211- 15.69% |
$91.7K - $126K
|
1.13K
$892K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-213- 16.99% |
$92.6K - $128K
|
1.04K
$819K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-218- 2.35% |
$94.8K - $131K
|
9.04K
$7.12M
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
SELL
|
- |
-219- 88.66% |
$95.2K - $131K
|
28
$22K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-220- 3.7% |
$95.6K - $132K
|
5.73K
$4.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-220- 8.12% |
$95.6K - $132K
|
2.49K
$1.96M
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
SELL
|
- |
-222- 5.99% |
$96.5K - $133K
|
3.49K
$2.74M
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-222- 12.35% |
$96.5K - $133K
|
1.58K
$1.24M
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-223- 10.9% |
$96.9K - $134K
|
1.82K
$1.43M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-224- 0.87% |
$97.4K - $134K
|
25.4K
$20M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-229- 3.09% |
$99.5K - $137K
|
7.19K
$5.66M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-229- 15.24% |
$99.5K - $137K
|
1.27K
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-229- 16.37% |
$99.5K - $137K
|
1.17K
$921K
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-230- 4.97% |
$100K - $138K
|
4.4K
$3.46M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-230- 11.49% |
$100K - $138K
|
1.77K
$1.39M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-231- 16.48% |
$100K - $138K
|
1.17K
$921K
|
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-231- 2.69% |
$100K - $138K
|
8.34K
$6.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-232- 2.2% |
$101K - $139K
|
10.3K
$8.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-235- 2.21% |
$102K - $141K
|
10.4K
$8.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-236- 12.95% |
$103K - $141K
|
1.59K
$1.25M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-236- 3.32% |
$103K - $141K
|
6.87K
$5.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-236- 2.19% |
$103K - $141K
|
10.5K
$8.3M
|
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-237- 6.68% |
$103K - $142K
|
3.31K
$2.61M
|
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-238- 4.24% |
$103K - $143K
|
5.38K
$4.23M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-238- 1.24% |
$103K - $143K
|
19K
$14.9M
|
|
|
Oct 03, 2023
Q3 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-240- 6.99% |
$104K - $144K
|
3.19K
$2.51M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-240- 6.65% |
$104K - $144K
|
3.37K
$2.65M
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-241- 0.21% |
$105K - $144K
|
116K
$91.5M
|
|
|
Oct 16, 2023
Q3 2023
|
Tevis Investment Management
|
SELL
|
- |
-243- 17.51% |
$106K - $146K
|
1.15K
$901K
|
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-245- 0.66% |
$107K - $147K
|
36.6K
$28.8M
|
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-245- 11.75% |
$107K - $147K
|
1.84K
$1.45M
|
|
|
Oct 24, 2023
Q3 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-247- 13.99% |
$107K - $148K
|
1.52K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-248- 0.84% |
$108K - $149K
|
29.4K
$23.2M
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-249- 5.44% |
$108K - $149K
|
4.33K
$3.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-250- 3.55% |
$109K - $150K
|
6.79K
$5.34M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-256- 4.97% |
$111K - $153K
|
4.9K
$3.86M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-257- 0.62% |
$112K - $154K
|
41.3K
$32.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-258- 39.39% |
$112K - $155K
|
397
$312K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-259- 2.19% |
$113K - $155K
|
11.5K
$9.08M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-260- 15.86% |
$113K - $156K
|
1.38K
$1.09M
|
|
|
Nov 09, 2023
Q3 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-260- 3.05% |
$113K - $156K
|
8.26K
$6.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-260- 4.78% |
$113K - $156K
|
5.18K
$4.07M
|