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
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-420- 32.11% |
$183K - $252K
|
888
$699K
|
|
|
Nov 14, 2023
Q3 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-421- 0.51% |
$183K - $252K
|
81.7K
$64.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Puzo Michael J
|
SELL
|
- |
-425- 22.37% |
$185K - $255K
|
1.48K
$1.16M
|
|
|
Oct 10, 2023
Q3 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-434- 2.62% |
$189K - $260K
|
16.1K
$12.7M
|
|
|
Oct 23, 2023
Q3 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-434- 26.3% |
$189K - $260K
|
1.22K
$957K
|
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-438- 1.86% |
$190K - $262K
|
23.1K
$18.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-440- 8.11% |
$191K - $264K
|
4.99K
$3.92M
|
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-440- 4.01% |
$191K - $264K
|
10.5K
$8.29M
|
|
|
Oct 10, 2023
Q3 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-443- 6.19% |
$193K - $265K
|
6.71K
$5.28M
|
|
|
Apr 29, 2024
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-443- 15.53% |
$193K - $265K
|
2.41K
$1.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Bridgeway Capital Management, LLC
Houston, TX |
SELL
|
- |
-450- 1.41% |
$196K - $270K
|
31.6K
$24.8M
|
|
|
Nov 09, 2023
Q3 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-452- 0.27% |
$196K - $271K
|
165K
$130M
|
|
|
Oct 12, 2023
Q3 2023
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-453- 48.04% |
$197K - $271K
|
490
$386K
|
|
|
Nov 01, 2023
Q3 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-453- 10.73% |
$197K - $271K
|
3.77K
$2.97M
|
|
|
Nov 15, 2023
Q3 2023
|
Dana Investment Advisors, Inc.
Brookfield, WI |
SELL
|
- |
-454- 10.15% |
$197K - $272K
|
4.02K
$3.16M
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-456- 26.79% |
$198K - $273K
|
1.25K
$981K
|
|
|
Nov 13, 2023
Q3 2023
|
Rock Creek Group, LP
|
SELL
|
- |
-456- 45.69% |
$198K - $273K
|
542
$427K
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-460- 8.67% |
$200K - $276K
|
4.85K
$3.81M
|
|
|
Oct 17, 2023
Q3 2023
|
Corundum Group, Inc.
|
SELL
|
- |
-462- 22.87% |
$201K - $277K
|
1.56K
$1.23M
|
|
|
Nov 06, 2023
Q3 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-465- 0.54% |
$202K - $279K
|
85K
$66.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-465- 99.15% |
$202K - $279K
|
4
$3.15K
|
|
|
Oct 31, 2023
Q3 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-466- 12.84% |
$203K - $279K
|
3.16K
$2.49M
|
|
|
Oct 27, 2023
Q3 2023
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-470- 51.71% |
$204K - $282K
|
439
$345K
|
|
|
Oct 31, 2023
Q3 2023
|
Main Street Investment Advisors LLC
|
SELL
|
- |
-474- 35.85% |
$206K - $284K
|
848
$667K
|
|
|
Nov 16, 2023
Q3 2023
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
SELL
|
- |
-475- 92.59% |
$206K - $285K
|
38
$29.9K
|
|
|
Oct 13, 2023
Q3 2023
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-478- 13.77% |
$208K - $286K
|
2.99K
$2.36M
|
|
|
Oct 19, 2023
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-479- 9.56% |
$208K - $287K
|
4.53K
$3.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-479- 8.43% |
$208K - $287K
|
5.2K
$4.09M
|
|
|
Jan 16, 2024
Q3 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-479- 9.56% |
$208K - $287K
|
4.53K
$3.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-484- 11.0% |
$210K - $290K
|
3.92K
$3.08M
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-488- 4.9% |
$212K - $292K
|
9.47K
$7.45M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-491- 2.29% |
$213K - $294K
|
20.9K
$16.5M
|
|
|
Oct 26, 2023
Q3 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-493- 2.01% |
$214K - $295K
|
24.1K
$18.9M
|
|
|
Oct 23, 2023
Q3 2023
|
Suncoast Equity Management
|
SELL
|
- |
-494- 9.14% |
$215K - $296K
|
4.91K
$3.87M
|
|
|
Oct 17, 2023
Q3 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-495- 8.5% |
$215K - $297K
|
5.33K
$4.19M
|
|
|
Nov 06, 2023
Q3 2023
|
Brooktree Capital Management
|
SELL
|
- |
-496- 6.46% |
$216K - $297K
|
7.18K
$5.65M
|
|
|
Oct 12, 2023
Q3 2023
|
Market Street Wealth Management Advisors LLC
|
SELL
|
- |
-497- 8.83% |
$216K - $298K
|
5.13K
$4.04M
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-497- 24.01% |
$216K - $298K
|
1.57K
$1.24M
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-499- 1.69% |
$217K - $299K
|
29.1K
$22.9M
|
|
|
Nov 01, 2023
Q3 2023
|
Emfo, LLC
|
SELL
|
- |
-500- 66.67% |
$217K - $300K
|
250
$197K
|
|
|
Nov 07, 2023
Q3 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-500- 8.91% |
$217K - $300K
|
5.11K
$4.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Bedell Frazier Investment Counseling, LLC
|
SELL
|
- |
-500- 16.27% |
$217K - $300K
|
2.57K
$2.02M
|
|
|
Nov 14, 2023
Q3 2023
|
Sectoral Asset Management Inc
Montreal, A8 |
SELL
|
- |
-500- 2.1% |
$217K - $300K
|
23.3K
$18.3M
|
|
|
Oct 20, 2023
Q3 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-502- 6.47% |
$218K - $301K
|
7.26K
$5.71M
|
|
|
Oct 26, 2023
Q3 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-510- 2.83% |
$222K - $306K
|
17.5K
$13.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-517- 8.63% |
$225K - $310K
|
5.48K
$4.31M
|
|
|
Oct 03, 2023
Q3 2023
|
Appleton Partners Inc
|
SELL
|
- |
-522- 8.71% |
$227K - $313K
|
5.47K
$4.31M
|
|
|
Nov 17, 2023
Q3 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-530- 41.9% |
$230K - $318K
|
735
$578K
|
|
|
Oct 05, 2023
Q3 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-533- 18.17% |
$232K - $319K
|
2.4K
$1.89M
|
|
|
Nov 13, 2023
Q3 2023
|
Profund Advisors LLC
|
SELL
|
- |
-540- 3.88% |
$235K - $324K
|
13.4K
$10.5M
|