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 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-743- 6.06% |
$323K - $445K
|
11.5K
$9.09M
|
|
|
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
$37M
|
|
|
Nov 15, 2023
Q3 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-748- 16.37% |
$325K - $448K
|
3.82K
$3.02M
|
|
|
Nov 02, 2023
Q3 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-749- 1.56% |
$326K - $449K
|
47.2K
$37.3M
|
|
|
Nov 13, 2023
Q3 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-749- 8.43% |
$326K - $449K
|
8.14K
$6.42M
|
|
|
Nov 01, 2023
Q3 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-750- 16.73% |
$326K - $449K
|
3.73K
$2.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
SELL
|
- |
-752- 37.52% |
$327K - $451K
|
1.25K
$988K
|
|
|
Oct 16, 2023
Q3 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-755- 1.37% |
$328K - $452K
|
54.5K
$43M
|
|
|
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
$4.74M
|
|
|
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
$12.2M
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-799- 21.33% |
$347K - $479K
|
2.95K
$2.33M
|
|
|
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
$44.7M
|
|
|
Oct 18, 2023
Q3 2023
|
Ballast, Inc.
|
SELL
|
- |
-812- 16.41% |
$353K - $487K
|
4.14K
$3.26M
|
|
|
Oct 31, 2023
Q3 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-832- 21.49% |
$362K - $499K
|
3.04K
$2.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Center Book Partners LP
Greenwich, CT |
SELL
|
- |
-832- 21.85% |
$362K - $499K
|
2.98K
$2.35M
|
|
|
Nov 14, 2023
Q3 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-835- 23.46% |
$363K - $500K
|
2.72K
$2.15M
|
|
|
Nov 07, 2023
Q3 2023
|
South State Corp
|
SELL
|
- |
-846- 5.64% |
$368K - $507K
|
14.2K
$11.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Centric Wealth Management
|
SELL
|
- |
-849- 5.97% |
$369K - $509K
|
13.4K
$10.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Wulff, Hansen & Co.
|
SELL
|
- |
-850- 45.09% |
$369K - $509K
|
1.04K
$817K
|
|
|
Nov 13, 2023
Q3 2023
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-850- 52.89% |
$369K - $509K
|
757
$598K
|
|
|
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
$5.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Jones Financial Companies Lllp
|
SELL
|
- |
-875- 11.03% |
$380K - $524K
|
7.06K
$5.57M
|
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-886- 4.17% |
$385K - $531K
|
20.3K
$16.1M
|
|
|
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
$2.96M
|
|
|
Oct 13, 2023
Q3 2023
|
Jacobs & CO
|
SELL
|
- |
-909- 3.56% |
$395K - $545K
|
24.7K
$19.5M
|
|
|
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
$2.06M
|
|
|
Nov 14, 2023
Q3 2023
|
Driehaus Capital Management LLC
Chicago, IL |
SELL
|
- |
-918- 60.32% |
$399K - $550K
|
604
$477K
|
|
|
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
$5.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-948- 13.16% |
$412K - $568K
|
6.25K
$4.94M
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-950- 1.18% |
$413K - $569K
|
79.6K
$62.8M
|
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-960- 5.87% |
$417K - $575K
|
15.4K
$12.2M
|
|
|
Oct 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-973- 8.64% |
$423K - $583K
|
10.3K
$8.12M
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-979- 97.9% |
$426K - $587K
|
21
$16.6K
|
|
|
Nov 03, 2023
Q3 2023
|
Hartline Investment Corp
Winnetka, IL |
SELL
|
- |
-984- 4.34% |
$428K - $590K
|
21.7K
$17.1M
|
|
|
Nov 02, 2023
Q3 2023
|
Cypress Capital Group
|
SELL
|
- |
-991- 1.62% |
$431K - $594K
|
60K
$47.4M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-992- 2.28% |
$431K - $595K
|
42.6K
$33.6M
|
|
|
Nov 06, 2023
Q3 2023
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-1K- 50.0% |
$435K - $599K
|
1K
$789K
|
|
|
Nov 09, 2023
Q3 2023
|
Rational Advisors LLC
Huntington, NY |
SELL
|
- |
-1K- 22.73% |
$435K - $599K
|
3.4K
$2.68M
|
|
|
Mar 29, 2024
Q3 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-1KClosed |
$435K - $600K
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.01K- 1.88% |
$437K - $603K
|
52.4K
$41.4M
|
|
|
Nov 01, 2023
Q3 2023
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-1.03K- 30.41% |
$446K - $614K
|
2.35K
$1.85M
|