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 01, 2023
Q3 2023
|
Wisconsin Capital Management LLC
|
BUY
|
- |
4.79KNew |
$2.08M - $2.87M
|
4.79K
$3.58M
|
|
|
Nov 14, 2023
Q3 2023
|
Tiedemann Advisors, LLC
|
BUY
|
- |
4.74K+ 832.86% |
$2.06M - $2.84M
|
5.31K
$3.97M
|
|
|
Oct 26, 2023
Q3 2023
|
Cabot Wealth Management Inc
|
BUY
|
- |
4.71K+ 244.57% |
$2.05M - $2.82M
|
6.63K
$4.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
4.6KNew |
$2M - $2.76M
|
4.6K
$3.44M
|
|
|
Nov 16, 2023
Q3 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
BUY
|
- |
4.48KNew |
$1.95M - $2.69M
|
4.48K
$3.35M
|
|
|
Apr 19, 2024
Q3 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
4.45K+ 44.53% |
$1.93M - $2.66M
|
14.4K
$10.8M
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
4.34KNew |
$1.89M - $2.6M
|
4.34K
$3.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
4.26KNew |
$1.85M - $2.55M
|
4.26K
$3.19M
|
|
|
Nov 08, 2023
Q3 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
4.26KNew |
$1.85M - $2.55M
|
4.26K
$3.18M
|
|
|
Oct 11, 2023
Q3 2023
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
4.25K+ 69.29% |
$1.85M - $2.55M
|
10.4K
$7.77M
|
|
|
Oct 30, 2023
Q3 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
4.21K+ 3.86% |
$1.83M - $2.52M
|
113K
$84.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.21K+ 130.09% |
$1.83M - $2.52M
|
7.44K
$5.57M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
4.07K+ 6.01% |
$1.77M - $2.44M
|
71.8K
$53.7M
|
|
|
Oct 30, 2023
Q3 2023
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
4.04K+ 145.32% |
$1.76M - $2.42M
|
6.82K
$5.1M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
4.01K+ 56.61% |
$1.74M - $2.4M
|
11.1K
$8.3M
|
|
|
Oct 27, 2023
Q3 2023
|
Cheyne Capital Management (Uk) LLP
|
BUY
|
- |
4.01K+ 26.8% |
$1.74M - $2.4M
|
19K
$14.2M
|
|
|
Oct 10, 2023
Q3 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
3.96KNew |
$1.72M - $2.37M
|
3.96K
$2.96M
|
|
|
Oct 12, 2023
Q3 2023
|
Bcs Wealth Management
|
BUY
|
- |
3.96KNew |
$1.72M - $2.37M
|
3.96K
$2.96M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
3.95K+ 41.61% |
$1.72M - $2.36M
|
13.4K
$10M
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
3.93K+ 234.97% |
$1.71M - $2.36M
|
5.6K
$4.19M
|
|
|
Oct 19, 2023
Q3 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
3.9K+ 659.9% |
$1.7M - $2.34M
|
4.49K
$3.36M
|
|
|
Nov 14, 2023
Q3 2023
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
3.9K+ 158.07% |
$1.69M - $2.34M
|
6.36K
$4.76M
|
|
|
Nov 14, 2023
Q3 2023
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
3.89K+ 111.33% |
$1.69M - $2.33M
|
7.39K
$5.52M
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
3.85K+ 11.86% |
$1.67M - $2.31M
|
36.3K
$27.1M
|
|
|
Oct 25, 2023
Q3 2023
|
Geneva Partners, LLC
|
BUY
|
- |
3.84K+ 73.19% |
$1.67M - $2.3M
|
9.08K
$6.79M
|
|
|
Oct 10, 2023
Q3 2023
|
Capitol Family Office, Inc.
|
BUY
|
- |
3.84KNew |
$1.67M - $2.3M
|
3.84K
$2.87M
|
|
|
Nov 07, 2023
Q3 2023
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
3.83K+ 39.39% |
$1.66M - $2.3M
|
13.6K
$10.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Harvest Investment Services, LLC
|
BUY
|
- |
3.82KNew |
$1.66M - $2.29M
|
3.82K
$2.85M
|
|
|
Nov 15, 2023
Q3 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.78K+ 16.79% |
$1.64M - $2.26M
|
26.3K
$19.7M
|
|
|
Nov 03, 2023
Q3 2023
|
New Square Capital LLC
|
BUY
|
- |
3.75K+ 1555.6% |
$1.63M - $2.25M
|
3.99K
$2.98M
|
|
|
Feb 21, 2024
Q3 2023
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
3.67K+ 21.62% |
$1.59M - $2.2M
|
20.6K
$15.4M
|
|
|
Nov 03, 2023
Q3 2023
|
Q3 Asset Management
|
BUY
|
- |
3.59KNew |
$1.56M - $2.15M
|
3.59K
$2.68M
|
|
|
Oct 20, 2023
Q3 2023
|
Bremer Bank National Association
|
BUY
|
- |
3.59K+ 26.24% |
$1.56M - $2.15M
|
17.3K
$12.9M
|
|
|
Oct 11, 2023
Q3 2023
|
Worth Asset Management, LLC
|
BUY
|
- |
3.56K+ 1002.54% |
$1.55M - $2.13M
|
3.91K
$2.93M
|
|
|
Oct 11, 2023
Q3 2023
|
Kercheville Advisors, LLC
|
BUY
|
- |
3.52KNew |
$1.53M - $2.11M
|
3.52K
$2.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
3.52K+ 34.07% |
$1.53M - $2.11M
|
13.9K
$10.4M
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
3.48KNew |
$1.51M - $2.08M
|
3.48K
$2.6M
|
|
|
Nov 14, 2023
Q3 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
3.48K+ 0.48% |
$1.51M - $2.08M
|
726K
$543M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
3.47K+ 11.99% |
$1.51M - $2.08M
|
32.4K
$24.3M
|
|
|
Feb 22, 2024
Q3 2023
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
3.47K+ 328.0% |
$1.51M - $2.08M
|
4.52K
$3.38M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
3.45K+ 8.93% |
$1.5M - $2.07M
|
42.1K
$31.5M
|
|
|
Oct 10, 2023
Q3 2023
|
Parisi Gray Wealth Management
|
BUY
|
- |
3.41KNew |
$1.48M - $2.05M
|
3.41K
$2.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Axq Capital, LP
Jersey City, NJ |
BUY
|
- |
3.4KNew |
$1.48M - $2.04M
|
3.4K
$2.54M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
3.4K+ 5.1% |
$1.48M - $2.04M
|
70K
$52.3M
|
|
|
Feb 08, 2024
Q3 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
3.38K+ 1.05% |
$1.47M - $2.02M
|
326K
$244M
|
|
|
Nov 14, 2023
Q3 2023
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
3.36KNew |
$1.46M - $2.01M
|
3.36K
$2.51M
|
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
3.35K+ 197.93% |
$1.46M - $2.01M
|
5.04K
$3.77M
|
|
|
Nov 14, 2023
Q3 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
3.35K+ 43.28% |
$1.46M - $2.01M
|
11.1K
$8.29M
|
|
|
Nov 13, 2023
Q3 2023
|
Pacer Advisors, Inc.
Malvern, PA |
BUY
|
- |
3.33K+ 5.38% |
$1.45M - $2M
|
65.2K
$48.8M
|
|
|
Oct 17, 2023
Q3 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
3.3K+ 113.62% |
$1.43M - $1.97M
|
6.2K
$4.63M
|