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 23, 2023
Q3 2023
|
Copeland Capital Management, LLC
|
SELL
|
- |
-340- 2.33% |
$148K - $204K
|
14.3K
$11.3M
|
|
|
Nov 03, 2023
Q3 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-340- 38.25% |
$148K - $204K
|
549
$437K
|
|
|
Oct 24, 2023
Q3 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-343- 1.34% |
$149K - $206K
|
25.3K
$20.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-343- 25.48% |
$149K - $206K
|
1K
$798K
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-343- 5.96% |
$149K - $206K
|
5.41K
$4.31M
|
|
|
Oct 13, 2023
Q3 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-344- 3.28% |
$150K - $206K
|
10.2K
$8.08M
|
|
|
Oct 19, 2023
Q3 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-345- 11.04% |
$150K - $207K
|
2.78K
$2.21M
|
|
|
Oct 17, 2023
Q3 2023
|
Friedenthal Financial
|
SELL
|
- |
-349- 21.4% |
$152K - $209K
|
1.28K
$1.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-352- 2.69% |
$153K - $211K
|
12.8K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-353- 4.8% |
$153K - $212K
|
7K
$5.57M
|
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-354- 6.95% |
$154K - $212K
|
4.74K
$3.77M
|
|
|
Oct 10, 2023
Q3 2023
|
First Hawaiian Bank
|
SELL
|
- |
-359- 4.11% |
$156K - $215K
|
8.38K
$6.66M
|
|
|
Nov 02, 2023
Q3 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-360- 7.7% |
$156K - $216K
|
4.31K
$3.43M
|
|
|
Nov 09, 2023
Q3 2023
|
La Financiere De L'Echiquier
|
SELL
|
- |
-360- 16.98% |
$156K - $216K
|
1.76K
$1.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-365- 6.96% |
$159K - $219K
|
4.88K
$3.88M
|
|
|
Dec 27, 2023
Q3 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-367- 2.39% |
$160K - $220K
|
15K
$11.9M
|
|
|
Nov 13, 2023
Q3 2023
|
Vinva Investment Management LTD
Sydney, C3 |
SELL
|
- |
-368- 1.52% |
$160K - $221K
|
23.9K
$19M
|
|
|
Nov 08, 2023
Q3 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-370- 0.95% |
$161K - $222K
|
38.7K
$30.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-370- 27.01% |
$161K - $222K
|
1K
$795K
|
|
|
Nov 14, 2023
Q3 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-374- 16.22% |
$163K - $224K
|
1.93K
$1.54M
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-375- 3.26% |
$163K - $225K
|
11.1K
$8.84M
|
|
|
Oct 25, 2023
Q3 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-375- 0.69% |
$163K - $225K
|
53.9K
$42.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-377- 4.92% |
$164K - $226K
|
7.28K
$5.79M
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-377- 7.01% |
$164K - $226K
|
5K
$3.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-382- 7.12% |
$166K - $229K
|
4.98K
$3.96M
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-382- 13.08% |
$166K - $229K
|
2.54K
$2.02M
|
|
|
Oct 11, 2023
Q3 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-385- 16.42% |
$167K - $231K
|
1.96K
$1.56M
|
|
|
Oct 19, 2023
Q3 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-394- 1.44% |
$171K - $236K
|
26.9K
$21.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-398- 32.52% |
$173K - $239K
|
826
$657K
|
|
|
Oct 23, 2023
Q3 2023
|
Deltec Asset Management LLC
|
SELL
|
- |
-400- 4.94% |
$174K - $240K
|
7.7K
$6.12M
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-400- 11.67% |
$174K - $240K
|
3.03K
$2.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Ozk
|
SELL
|
- |
-407- 3.22% |
$177K - $244K
|
12.3K
$9.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-410- 9.6% |
$178K - $246K
|
3.86K
$3.07M
|
|
|
Oct 31, 2023
Q3 2023
|
Levin Capital Strategies, L.P.
New York, NY |
SELL
|
- |
-415- 50.92% |
$180K - $249K
|
400
$318K
|
|
|
Oct 16, 2023
Q3 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-418- 2.85% |
$182K - $251K
|
14.3K
$11.4M
|
|
|
Oct 12, 2023
Q3 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-419- 7.59% |
$182K - $251K
|
5.1K
$4.05M
|
|
|
Nov 06, 2023
Q3 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-420- 14.93% |
$183K - $252K
|
2.39K
$1.9M
|
|
|
Nov 14, 2023
Q3 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-420- 32.11% |
$183K - $252K
|
888
$706K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-421- 0.51% |
$183K - $252K
|
81.7K
$65M
|
|
|
Nov 14, 2023
Q3 2023
|
Puzo Michael J
|
SELL
|
- |
-425- 22.37% |
$185K - $255K
|
1.48K
$1.17M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-434- 2.62% |
$189K - $260K
|
16.1K
$12.8M
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-434- 26.3% |
$189K - $260K
|
1.22K
$967K
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-438- 1.86% |
$190K - $262K
|
23.1K
$18.3M
|
|
|
Oct 10, 2023
Q3 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-440- 8.11% |
$191K - $264K
|
4.99K
$3.97M
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-440- 4.01% |
$191K - $264K
|
10.5K
$8.37M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-443- 6.19% |
$193K - $265K
|
6.71K
$5.34M
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-443- 15.53% |
$193K - $265K
|
2.41K
$1.92M
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-450- 1.41% |
$196K - $270K
|
31.6K
$25.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-452- 0.27% |
$196K - $271K
|
165K
$131M
|
|
|
Oct 12, 2023
Q3 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-453- 48.04% |
$197K - $271K
|
490
$390K
|