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
|
Centaurus Financial, Inc.
|
SELL
|
- |
-685- 25.82% |
$298K - $411K
|
1.97K
$1.55M
|
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-687- 6.26% |
$299K - $412K
|
10.3K
$8.09M
|
|
|
Nov 14, 2023
Q3 2023
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
SELL
|
- |
-700- 6.48% |
$304K - $420K
|
10.1K
$7.95M
|
|
|
Nov 16, 2023
Q3 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-711- 37.21% |
$309K - $426K
|
1.2K
$944K
|
|
|
Oct 19, 2023
Q3 2023
|
Center Star Asset Management, LLC
|
SELL
|
- |
-713- 33.47% |
$310K - $427K
|
1.42K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-716- 0.01% |
$311K - $429K
|
4.84M
$3.81B
|
|
|
Oct 26, 2023
Q3 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-724- 3.16% |
$315K - $434K
|
22.2K
$17.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-725- 22.56% |
$315K - $434K
|
2.49K
$1.96M
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-732- 0.24% |
$318K - $439K
|
303K
$239M
|
|
|
Oct 18, 2023
Q3 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-736- 15.71% |
$320K - $441K
|
3.95K
$3.11M
|
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-736- 13.68% |
$320K - $441K
|
4.65K
$3.66M
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-739- 10.75% |
$321K - $443K
|
6.13K
$4.83M
|
|
|
Nov 06, 2023
Q3 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-739- 11.15% |
$321K - $443K
|
5.89K
$4.63M
|
|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-743- 6.06% |
$323K - $445K
|
11.5K
$9.07M
|
|
|
Nov 14, 2023
Q3 2023
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-745- 4.9% |
$324K - $446K
|
14.5K
$11.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-748- 1.57% |
$325K - $448K
|
46.8K
$36.9M
|
|
|
Nov 15, 2023
Q3 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-748- 16.37% |
$325K - $448K
|
3.82K
$3.01M
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-749- 1.56% |
$326K - $449K
|
47.2K
$37.2M
|
|
|
Nov 13, 2023
Q3 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-749- 8.43% |
$326K - $449K
|
8.14K
$6.4M
|
|
|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-750- 16.73% |
$326K - $449K
|
3.73K
$2.94M
|
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-752- 37.52% |
$327K - $451K
|
1.25K
$985K
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-755- 1.37% |
$328K - $452K
|
54.5K
$42.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-760- 5.0% |
$330K - $455K
|
14.4K
$11.4M
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-764- 11.28% |
$332K - $458K
|
6.01K
$4.73M
|
|
|
Oct 20, 2023
Q3 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-783- 4.73% |
$340K - $469K
|
15.8K
$12.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Hyman Charles D
|
SELL
|
- |
-790- 4.87% |
$343K - $473K
|
15.4K
$12.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-799- 21.33% |
$347K - $479K
|
2.95K
$2.32M
|
|
|
Nov 13, 2023
Q3 2023
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-800- 33.33% |
$348K - $479K
|
1.6K
$1.26M
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-806- 1.4% |
$350K - $483K
|
56.6K
$44.6M
|
|
|
Oct 18, 2023
Q3 2023
|
Ballast, Inc.
|
SELL
|
- |
-812- 16.41% |
$353K - $487K
|
4.14K
$3.25M
|
|
|
Oct 31, 2023
Q3 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-832- 21.49% |
$362K - $499K
|
3.04K
$2.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-832- 21.85% |
$362K - $499K
|
2.98K
$2.34M
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-835- 23.46% |
$363K - $500K
|
2.72K
$2.14M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-846- 5.64% |
$368K - $507K
|
14.2K
$11.1M
|
|
|
Nov 03, 2023
Q3 2023
|
Centric Wealth Management
|
SELL
|
- |
-849- 5.97% |
$369K - $509K
|
13.4K
$10.5M
|
|
|
Nov 08, 2023
Q3 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-850- 45.09% |
$369K - $509K
|
1.04K
$814K
|
|
|
Nov 13, 2023
Q3 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-850- 52.89% |
$369K - $509K
|
757
$596K
|
|
|
Nov 13, 2023
Q3 2023
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-850- 35.24% |
$369K - $509K
|
1.56K
$1.23M
|
|
|
Oct 25, 2023
Q3 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-862- 11.61% |
$375K - $517K
|
6.56K
$5.16M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-875- 11.03% |
$380K - $524K
|
7.06K
$5.55M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-886- 4.17% |
$385K - $531K
|
20.3K
$16M
|
|
|
Nov 08, 2023
Q3 2023
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
SELL
|
- |
-893- 2.84% |
$388K - $535K
|
30.6K
$24.1M
|
|
|
Oct 17, 2023
Q3 2023
|
Bellecapital International Ltd.
|
SELL
|
- |
-906- 19.47% |
$394K - $543K
|
3.75K
$2.95M
|
|
|
Oct 13, 2023
Q3 2023
|
Jacobs & CO
|
SELL
|
- |
-909- 3.56% |
$395K - $545K
|
24.7K
$19.4M
|
|
|
Oct 26, 2023
Q3 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-911- 21.26% |
$396K - $546K
|
3.37K
$2.66M
|
|
|
Nov 14, 2023
Q3 2023
|
Arga Investment Management, LP
|
SELL
|
- |
-918- 26.03% |
$399K - $550K
|
2.61K
$2.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-918- 60.32% |
$399K - $550K
|
604
$475K
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-922- 4.96% |
$401K - $553K
|
17.7K
$13.9M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-936- 5.25% |
$407K - $561K
|
16.9K
$13.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-940- 12.83% |
$409K - $563K
|
6.39K
$5.03M
|