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
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-948- 13.16% |
$412K - $568K
|
6.25K
$4.92M
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-950- 1.18% |
$413K - $569K
|
79.6K
$62.6M
|
|
|
Oct 30, 2023
Q3 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-960- 5.87% |
$417K - $575K
|
15.4K
$12.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-973- 8.64% |
$423K - $583K
|
10.3K
$8.1M
|
|
|
Nov 07, 2023
Q3 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-979- 97.9% |
$426K - $587K
|
21
$16.5K
|
|
|
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
$47.2M
|
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
SELL
|
- |
-992- 2.28% |
$431K - $595K
|
42.6K
$33.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-1K- 50.0% |
$435K - $599K
|
1K
$787K
|
|
|
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
$41.2M
|
|
|
Nov 01, 2023
Q3 2023
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-1.03K- 30.41% |
$446K - $614K
|
2.35K
$1.85M
|
|
|
Oct 17, 2023
Q3 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-1.06K- 22.66% |
$462K - $636K
|
3.62K
$2.85M
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Management
|
SELL
|
- |
-1.06K- 25.68% |
$462K - $636K
|
3.07K
$2.42M
|
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-1.07K- 37.37% |
$464K - $640K
|
1.79K
$1.41M
|
|
|
Oct 25, 2023
Q3 2023
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-1.08K- 29.5% |
$468K - $645K
|
2.57K
$2.02M
|
|
|
Oct 26, 2023
Q3 2023
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-1.08K- 13.99% |
$469K - $646K
|
6.63K
$5.21M
|
|
|
Oct 20, 2023
Q3 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-1.08K- 3.57% |
$470K - $648K
|
29.2K
$22.9M
|
|
|
Oct 25, 2023
Q3 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-1.08K- 15.97% |
$470K - $648K
|
5.69K
$4.47M
|
|
|
Nov 14, 2023
Q3 2023
|
True North Advisors, LLC
|
SELL
|
- |
-1.08K- 19.7% |
$470K - $648K
|
4.41K
$3.47M
|
|
|
Oct 23, 2023
Q3 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-1.09K- 10.82% |
$475K - $654K
|
9K
$7.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.1K- 13.9% |
$477K - $658K
|
6.8K
$5.35M
|
|
|
Nov 08, 2023
Q3 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.1K- 2.81% |
$480K - $662K
|
38.1K
$30M
|
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-1.13K- 4.6% |
$489K - $675K
|
23.4K
$18.4M
|
|
|
Oct 10, 2023
Q3 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-1.13K- 8.05% |
$490K - $676K
|
12.9K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-1.14K- 1.86% |
$494K - $681K
|
59.9K
$47.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Angeles Investment Advisors, LLC
|
SELL
|
- |
-1.14K- 73.61% |
$495K - $682K
|
408
$321K
|
|
|
Nov 07, 2023
Q3 2023
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.15K- 27.4% |
$498K - $687K
|
3.04K
$2.39M
|
|
|
Oct 18, 2023
Q3 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-1.15K- 3.69% |
$500K - $689K
|
30.1K
$23.7M
|
|
|
Oct 25, 2023
Q3 2023
|
Chicago Capital, LLC
|
SELL
|
- |
-1.16K- 5.44% |
$504K - $695K
|
20.2K
$15.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-1.19K- 8.24% |
$516K - $711K
|
13.2K
$10.4M
|
|
|
Nov 08, 2023
Q3 2023
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-1.19K- 2.03% |
$519K - $716K
|
57.6K
$45.3M
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-1.2K- 2.94% |
$522K - $720K
|
39.6K
$31.2M
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-1.21K- 27.4% |
$524K - $723K
|
3.2K
$2.51M
|
|
|
Oct 24, 2023
Q3 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.23K- 15.78% |
$536K - $738K
|
6.58K
$5.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Alberta Investment Management Corp
Edmonton, A0 |
SELL
|
- |
-1.24K- 2.21% |
$539K - $743K
|
54.8K
$43.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Humankind Investments LLC
|
SELL
|
- |
-1.25K- 19.28% |
$544K - $750K
|
5.24K
$4.12M
|
|
|
Nov 08, 2023
Q3 2023
|
Connable Office Inc
|
SELL
|
- |
-1.26K- 12.02% |
$548K - $756K
|
9.23K
$7.26M
|
|
|
Oct 19, 2023
Q3 2023
|
Core Alternative Capital
|
SELL
|
- |
-1.27K- 3.34% |
$550K - $758K
|
36.6K
$28.8M
|
|
|
Nov 13, 2023
Q3 2023
|
Treasurer Of The State Of North Carolina
|
SELL
|
- |
-1.27K- 0.32% |
$551K - $759K
|
398K
$313M
|
|
|
Oct 23, 2023
Q3 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
SELL
|
- |
-1.27K- 12.43% |
$553K - $762K
|
8.96K
$7.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-1.27K- 20.58% |
$554K - $764K
|
4.92K
$3.87M
|
|
|
Nov 09, 2023
Q3 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-1.28K- 33.12% |
$554K - $764K
|
2.58K
$2.03M
|
|
|
Nov 08, 2023
Q3 2023
|
Lebenthal Global Advisors, LLC
|
SELL
|
- |
-1.28K- 67.42% |
$556K - $767K
|
618
$486K
|
|
|
Oct 23, 2023
Q3 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-1.29K- 8.39% |
$562K - $775K
|
14.1K
$11.1M
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.3K- 7.23% |
$566K - $780K
|
16.7K
$13.1M
|
|
|
Nov 09, 2023
Q3 2023
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-1.34K- 2.69% |
$582K - $803K
|
48.5K
$38.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-1.34K- 3.91% |
$584K - $805K
|
33K
$26M
|
|
|
Oct 31, 2023
Q3 2023
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-1.38K- 0.9% |
$602K - $829K
|
153K
$121M
|