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 25, 2023
Q3 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-276- 3.43% |
$120K - $165K
|
7.77K
$6.18M
|
|
|
Oct 26, 2023
Q3 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-276- 13.49% |
$120K - $165K
|
1.77K
$1.41M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-276- 1.94% |
$120K - $165K
|
13.9K
$11.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-276- 5.95% |
$120K - $165K
|
4.36K
$3.47M
|
|
|
Oct 25, 2023
Q3 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-278- 3.99% |
$121K - $167K
|
6.68K
$5.32M
|
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-278- 5.11% |
$121K - $167K
|
5.17K
$4.11M
|
|
|
Nov 07, 2023
Q3 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-278- 2.22% |
$121K - $167K
|
12.2K
$9.74M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-278- 1.42% |
$121K - $167K
|
19.3K
$15.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-279- 3.09% |
$121K - $167K
|
8.74K
$6.95M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-282- 38.16% |
$123K - $169K
|
457
$363K
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-283- 6.02% |
$123K - $170K
|
4.42K
$3.51M
|
|
|
Oct 24, 2023
Q3 2023
|
Sippican Capital Advisors
|
SELL
|
- |
-285- 6.92% |
$124K - $171K
|
3.84K
$3.05M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-285- 2.42% |
$124K - $171K
|
11.5K
$9.15M
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-286- 2.28% |
$124K - $171K
|
12.3K
$9.75M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-286- 18.55% |
$124K - $171K
|
1.26K
$999K
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-288- 11.62% |
$125K - $173K
|
2.19K
$1.74M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-290- 49.57% |
$126K - $174K
|
295
$235K
|
|
|
Nov 13, 2023
Q3 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-292- 0.43% |
$127K - $175K
|
67.6K
$53.8M
|
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-295- 3.1% |
$128K - $177K
|
9.22K
$7.33M
|
|
|
Nov 06, 2023
Q3 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-297- 18.59% |
$129K - $178K
|
1.3K
$1.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-297- 1.18% |
$129K - $178K
|
24.9K
$19.8M
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-298- 5.78% |
$130K - $179K
|
4.86K
$3.87M
|
|
|
Oct 16, 2023
Q3 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-299- 3.19% |
$130K - $179K
|
9.06K
$7.21M
|
|
|
Oct 10, 2023
Q3 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-300- 4.34% |
$130K - $180K
|
6.61K
$5.25M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-300- 2.41% |
$130K - $180K
|
12.1K
$9.66M
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-300- 3.95% |
$130K - $180K
|
7.29K
$5.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-300- 3.76% |
$130K - $180K
|
7.68K
$6.11M
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-301- 28.5% |
$131K - $180K
|
755
$600K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-305- 0.37% |
$133K - $183K
|
82.6K
$65.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-305- 0.86% |
$133K - $183K
|
35K
$27.8M
|
|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-306- 3.29% |
$133K - $183K
|
8.98K
$7.14M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-307- 5.94% |
$133K - $184K
|
4.86K
$3.87M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-307- 9.26% |
$133K - $184K
|
3.01K
$2.39M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-309- 4.42% |
$134K - $185K
|
6.68K
$5.31M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-311- 39.72% |
$135K - $186K
|
472
$375K
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-317- 1.63% |
$138K - $190K
|
19.1K
$15.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-321- 1.3% |
$140K - $192K
|
24.4K
$19.4M
|
|
|
Nov 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-322- 8.6% |
$140K - $193K
|
3.42K
$2.72M
|
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-323- 15.05% |
$140K - $194K
|
1.82K
$1.45M
|
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-323- 10.77% |
$140K - $194K
|
2.68K
$2.13M
|
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-324- 6.26% |
$141K - $194K
|
4.85K
$3.86M
|
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-329- 3.27% |
$143K - $197K
|
9.73K
$7.74M
|
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-333- 10.29% |
$145K - $200K
|
2.9K
$2.31M
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-333- 7.63% |
$145K - $200K
|
4.03K
$3.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-334- 7.77% |
$145K - $200K
|
3.97K
$3.16M
|
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-337- 12.44% |
$146K - $202K
|
2.37K
$1.89M
|
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-338- 4.98% |
$147K - $203K
|
6.45K
$5.13M
|
|
|
Nov 13, 2023
Q3 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-338- 2.97% |
$147K - $203K
|
11K
$8.78M
|
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-339- 27.14% |
$147K - $203K
|
910
$724K
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-339- 15.37% |
$147K - $203K
|
1.87K
$1.48M
|