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 02, 2023
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-322- 8.6% |
$140K - $193K
|
3.42K
$2.69M
|
|
Nov 13, 2023
Q3 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-323- 15.05% |
$140K - $194K
|
1.82K
$1.43M
|
|
Apr 02, 2024
Q3 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-323- 10.77% |
$140K - $194K
|
2.68K
$2.11M
|
|
Oct 31, 2023
Q3 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-324- 6.26% |
$141K - $194K
|
4.85K
$3.82M
|
|
Oct 13, 2023
Q3 2023
|
Summit Global Investments
Bountiful, UT |
SELL
|
- |
-329- 3.27% |
$143K - $197K
|
9.73K
$7.66M
|
|
Oct 10, 2023
Q3 2023
|
Boltwood Capital Management
|
SELL
|
- |
-333- 10.29% |
$145K - $200K
|
2.9K
$2.28M
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-333- 7.63% |
$145K - $200K
|
4.03K
$3.17M
|
|
Nov 09, 2023
Q3 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-334- 7.77% |
$145K - $200K
|
3.97K
$3.12M
|
|
Oct 31, 2024
Q3 2023
|
Relyea Zuckerberg Hanson LLC
|
SELL
|
- |
-337- 12.44% |
$146K - $202K
|
2.37K
$1.87M
|
|
Nov 09, 2023
Q3 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-338- 4.98% |
$147K - $203K
|
6.45K
$5.08M
|
|
Nov 13, 2023
Q3 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-338- 2.97% |
$147K - $203K
|
11K
$8.68M
|
|
Oct 12, 2023
Q3 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-339- 27.14% |
$147K - $203K
|
910
$716K
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-339- 15.37% |
$147K - $203K
|
1.87K
$1.47M
|
|
Oct 23, 2023
Q3 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-340- 2.33% |
$148K - $204K
|
14.3K
$11.2M
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-340- 38.25% |
$148K - $204K
|
549
$432K
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-343- 1.34% |
$149K - $206K
|
25.3K
$19.9M
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-343- 25.48% |
$149K - $206K
|
1K
$789K
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-343- 5.96% |
$149K - $206K
|
5.41K
$4.26M
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-344- 3.28% |
$150K - $206K
|
10.2K
$7.99M
|
|
Oct 19, 2023
Q3 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-345- 11.04% |
$150K - $207K
|
2.78K
$2.19M
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
SELL
|
- |
-349- 21.4% |
$152K - $209K
|
1.28K
$1.01M
|
|
Nov 14, 2023
Q3 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-352- 2.69% |
$153K - $211K
|
12.8K
$10M
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-353- 4.8% |
$153K - $212K
|
7K
$5.51M
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-354- 6.95% |
$154K - $212K
|
4.74K
$3.73M
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-359- 4.11% |
$156K - $215K
|
8.38K
$6.59M
|
|
Nov 02, 2023
Q3 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-360- 7.7% |
$156K - $216K
|
4.31K
$3.39M
|
|
Nov 09, 2023
Q3 2023
|
La Financiere De L'Echiquier
|
SELL
|
- |
-360- 16.98% |
$156K - $216K
|
1.76K
$1.38M
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-365- 6.96% |
$159K - $219K
|
4.88K
$3.84M
|
|
Dec 27, 2023
Q3 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-367- 2.39% |
$160K - $220K
|
15K
$11.8M
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-368- 1.52% |
$160K - $221K
|
23.9K
$18.8M
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-370- 0.95% |
$161K - $222K
|
38.7K
$30.5M
|
|
Nov 09, 2023
Q3 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-370- 27.01% |
$161K - $222K
|
1K
$787K
|
|
Nov 14, 2023
Q3 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-374- 16.22% |
$163K - $224K
|
1.93K
$1.52M
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-375- 3.26% |
$163K - $225K
|
11.1K
$8.75M
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-375- 0.69% |
$163K - $225K
|
53.9K
$42.4M
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-377- 4.92% |
$164K - $226K
|
7.28K
$5.73M
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-377- 7.01% |
$164K - $226K
|
5K
$3.93M
|
|
Nov 13, 2023
Q3 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-382- 7.12% |
$166K - $229K
|
4.98K
$3.92M
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-382- 13.08% |
$166K - $229K
|
2.54K
$2M
|
|
Oct 11, 2023
Q3 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-385- 16.42% |
$167K - $231K
|
1.96K
$1.54M
|
|
Oct 19, 2023
Q3 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-394- 1.44% |
$171K - $236K
|
26.9K
$21.2M
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-398- 32.52% |
$173K - $239K
|
826
$650K
|
|
Oct 23, 2023
Q3 2023
|
Deltec Asset Management LLC
|
SELL
|
- |
-400- 4.94% |
$174K - $240K
|
7.7K
$6.06M
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-400- 11.67% |
$174K - $240K
|
3.03K
$2.38M
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
SELL
|
- |
-407- 3.22% |
$177K - $244K
|
12.3K
$9.64M
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-410- 9.6% |
$178K - $246K
|
3.86K
$3.04M
|
|
Oct 31, 2023
Q3 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-415- 50.92% |
$180K - $249K
|
400
$315K
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-418- 2.85% |
$182K - $251K
|
14.3K
$11.2M
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-419- 7.59% |
$182K - $251K
|
5.1K
$4.01M
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-420- 14.93% |
$183K - $252K
|
2.39K
$1.88M
|