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 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-262- 7.67% |
$114K - $157K
|
3.16K
$2.48M
|
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-263- 3.29% |
$114K - $158K
|
7.73K
$6.08M
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-266- 6.8% |
$116K - $159K
|
3.64K
$2.87M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-266- 1.04% |
$116K - $159K
|
25.4K
$20M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-269- 2.52% |
$117K - $161K
|
10.4K
$8.18M
|
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-270- 3.59% |
$117K - $162K
|
7.25K
$5.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-270- 0.31% |
$117K - $162K
|
86.3K
$67.9M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-271- 2.19% |
$118K - $162K
|
12.1K
$9.53M
|
|
|
Oct 13, 2023
Q3 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-273- 17.94% |
$119K - $164K
|
1.25K
$983K
|
|
|
Nov 02, 2023
Q3 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-273- 16.05% |
$119K - $164K
|
1.43K
$1.12M
|
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-274- 46.05% |
$119K - $164K
|
321
$253K
|
|
|
Nov 08, 2023
Q3 2023
|
Costello Asset Management, Inc
|
SELL
|
- |
-275- 9.05% |
$120K - $165K
|
2.76K
$2.17M
|
|
|
Oct 25, 2023
Q3 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-276- 3.43% |
$120K - $165K
|
7.77K
$6.11M
|
|
|
Oct 26, 2023
Q3 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-276- 13.49% |
$120K - $165K
|
1.77K
$1.39M
|
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-276- 1.94% |
$120K - $165K
|
13.9K
$11M
|
|
|
Nov 14, 2023
Q3 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-276- 5.95% |
$120K - $165K
|
4.36K
$3.43M
|
|
|
Feb 20, 2025
Q3 2023
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-277- 14.03% |
$120K - $166K
|
1.7K
$1.34M
|
|
|
Oct 25, 2023
Q3 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-278- 3.99% |
$121K - $167K
|
6.68K
$5.26M
|
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-278- 5.11% |
$121K - $167K
|
5.17K
$4.07M
|
|
|
Nov 07, 2023
Q3 2023
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-278- 2.22% |
$121K - $167K
|
12.2K
$9.64M
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-278- 1.42% |
$121K - $167K
|
19.3K
$15.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-279- 3.09% |
$121K - $167K
|
8.74K
$6.88M
|
|
|
Oct 24, 2023
Q3 2023
|
Arlington Partners LLC
|
SELL
|
- |
-282- 38.16% |
$123K - $169K
|
457
$360K
|
|
|
Nov 16, 2023
Q3 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-283- 6.02% |
$123K - $170K
|
4.42K
$3.48M
|
|
|
Oct 24, 2023
Q3 2023
|
Sippican Capital Advisors
|
SELL
|
- |
-285- 6.92% |
$124K - $171K
|
3.84K
$3.02M
|
|
|
Nov 16, 2023
Q3 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-285- 2.42% |
$124K - $171K
|
11.5K
$9.06M
|
|
|
Oct 12, 2023
Q3 2023
|
Essex Savings Bank
|
SELL
|
- |
-286- 2.28% |
$124K - $171K
|
12.3K
$9.65M
|
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-286- 18.55% |
$124K - $171K
|
1.26K
$988K
|
|
|
Oct 11, 2023
Q3 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-288- 11.62% |
$125K - $173K
|
2.19K
$1.72M
|
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-290- 49.57% |
$126K - $174K
|
295
$232K
|
|
|
Nov 13, 2023
Q3 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-292- 0.43% |
$127K - $175K
|
67.6K
$53.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-295- 3.1% |
$128K - $177K
|
9.22K
$7.26M
|
|
|
Nov 06, 2023
Q3 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
SELL
|
- |
-297- 18.59% |
$129K - $178K
|
1.3K
$1.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-297- 1.18% |
$129K - $178K
|
24.9K
$19.6M
|
|
|
Oct 05, 2023
Q3 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-298- 5.78% |
$130K - $179K
|
4.86K
$3.83M
|
|
|
Oct 16, 2023
Q3 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-299- 3.19% |
$130K - $179K
|
9.06K
$7.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-300- 4.34% |
$130K - $180K
|
6.61K
$5.2M
|
|
|
Nov 02, 2023
Q3 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-300- 2.41% |
$130K - $180K
|
12.1K
$9.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-300- 3.95% |
$130K - $180K
|
7.29K
$5.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-300- 3.76% |
$130K - $180K
|
7.68K
$6.05M
|
|
|
Nov 28, 2023
Q3 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-301- 28.5% |
$131K - $180K
|
755
$594K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-305- 0.37% |
$133K - $183K
|
82.6K
$65M
|
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-305- 0.86% |
$133K - $183K
|
35K
$27.5M
|
|
|
Oct 12, 2023
Q3 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-306- 3.29% |
$133K - $183K
|
8.98K
$7.07M
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-307- 5.94% |
$133K - $184K
|
4.86K
$3.83M
|
|
|
Dec 18, 2023
Q3 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-307- 9.26% |
$133K - $184K
|
3.01K
$2.37M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-309- 4.42% |
$134K - $185K
|
6.68K
$5.25M
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-311- 39.72% |
$135K - $186K
|
472
$371K
|
|
|
Oct 26, 2023
Q3 2023
|
Rockland Trust CO
|
SELL
|
- |
-317- 1.63% |
$138K - $190K
|
19.1K
$15.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-321- 1.3% |
$140K - $192K
|
24.4K
$19.2M
|