Purchases and Sales Made in Q3 2023 in Eli Lilly & CO (LLY)

LLY Quotes by TradingView

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
Oct 31, 2023 Q3 2023
Tbh Global Asset Management, LLC

Brentwood, TN
BUY
 -
193
+ 13.99%
$83.9K - $116K
1.57K $1.38M
Oct 30, 2023 Q3 2023
New World Advisors LLC

Hingham, MA
BUY
 -
192
+ 39.18%
$83.5K - $115K
682 $599K
Oct 31, 2023 Q3 2023
Byrne Asset Management LLC

BUY
 -
192
+ 55.01%
$83.5K - $115K
541 $475K
Oct 05, 2023 Q3 2023
Harbour Capital Advisors, LLC

BUY
 -
191
+ 1.02%
$83K - $114K
18.9K $16.6M
Nov 02, 2023 Q3 2023
Sonora Investment Management Group, LLC

Tucson, AZ
BUY
 -
191
+ 8.95%
$83K - $114K
2.32K $2.04M
Nov 07, 2023 Q3 2023
Aft, Forsyth & Company, Inc.

BUY
 -
190
+ 2.85%
$82.6K - $114K
6.87K $6.03M
Oct 31, 2023 Q3 2023
Mc Adam, LLC

BUY
 -
188
+ 14.26%
$81.7K - $113K
1.51K $1.32M
Nov 08, 2023 Q3 2023
Fort Point Capital Partners LLC

San Francisco, CA
BUY
 -
187
+ 8.09%
$81.3K - $112K
2.5K $2.19M
Oct 23, 2023 Q3 2023
Crescent Sterling, Ltd.

Metairie, LA
BUY
 -
184
+ 32.06%
$80K - $110K
758 $666K
Nov 14, 2023 Q3 2023
Private Portfolio Partners LLC

BUY
 -
184
+ 7.56%
$80K - $110K
2.62K $2.3M
Oct 16, 2023 Q3 2023
Montecito Bank & Trust

BUY
 -
183
+ 1.77%
$79.6K - $110K
10.5K $9.22M
Oct 26, 2023 Q3 2023
High Note Wealth, LLC

Deephaven, MN
BUY
 -
181
+ 4.71%
$78.7K - $108K
4.02K $3.53M
Oct 23, 2023 Q3 2023
Boyd Watterson Asset Management LLC

BUY
 -
180
+ 1.5%
$78.2K - $108K
12.1K $10.7M
May 17, 2024 Q3 2023
Baxter Bros Inc

BUY
 -
180
+ 9.19%
$78.2K - $108K
2.14K $1.88M
Oct 10, 2023 Q3 2023
Aprio Wealth Management, LLC

BUY
 -
178
+ 18.2%
$77.4K - $107K
1.16K $1.02M
Jul 22, 2024 Q3 2023
Focus Financial Network, Inc.

Minneapolis, MN
BUY
 -
178
+ 3.49%
$77.4K - $107K
5.29K $4.64M
Oct 27, 2023 Q3 2023
Dubuque Bank & Trust CO

BUY
 -
176
+ 13.19%
$76.5K - $105K
1.51K $1.33M
Oct 27, 2023 Q3 2023
Sym Financial Corp

BUY
 -
175
+ 3.12%
$76.1K - $105K
5.78K $5.07M
Nov 07, 2023 Q3 2023
Equitable Trust CO

BUY
 -
175
+ 2.01%
$76.1K - $105K
8.9K $7.82M
Nov 16, 2023 Q3 2023
Resources Management Corp

West Hartford, CT
BUY
 -
175
+ 15.07%
$76.1K - $105K
1.34K $1.17M
Oct 18, 2023 Q3 2023
Aurora Private Wealth, Inc.

BUY
 -
174
+ 24.2%
$75.6K - $104K
893 $784K
Oct 10, 2023 Q3 2023
Ameliora Wealth Management Ltd.

Zurich, V8
BUY
 -
172
+ 26.88%
$74.8K - $103K
812 $713K
Oct 18, 2023 Q3 2023
Proficio Capital Partners LLC

Newton, MA
BUY
 -
172
+ 2.75%
$74.8K - $103K
6.44K $5.65M
Oct 16, 2023 Q3 2023
Rothschild Investment Corp

BUY
 -
171
+ 1.99%
$74.3K - $102K
8.77K $7.7M
Nov 03, 2023 Q3 2023
Intrepid Financial Planning Group LLC

Carmel, IN
BUY
 -
171
+ 1.58%
$74.3K - $102K
11K $9.66M
Nov 13, 2023 Q3 2023
Jupiter Wealth Management LLC

Glendale, CO
BUY
 -
171
+ 7.54%
$74.3K - $102K
2.44K $2.14M
Nov 13, 2023 Q3 2023
Buckingham Strategic Wealth, LLC

Clayton, MO
BUY
 -
171
+ 0.69%
$74.3K - $102K
25K $21.9M
Oct 20, 2023 Q3 2023
Farmers & Merchants Trust CO Of Long Beach

BUY
 -
170
+ 5.08%
$73.9K - $102K
3.51K $3.09M
Oct 31, 2023 Q3 2023
Selway Asset Management

Boise, ID
BUY
 -
170
New
$73.9K - $102K
170 $149K
Nov 07, 2023 Q3 2023
Plante Moran Financial Advisors, LLC

BUY
 -
168
+ 12.44%
$73K - $101K
1.52K $1.33M
Oct 26, 2023 Q3 2023
Beam Wealth Advisors, Inc.

BUY
 -
167
+ 14.43%
$72.6K - $100K
1.32K $1.16M
Nov 14, 2023 Q3 2023
West Tower Group, LLC

Richmond, VA
BUY
 -
167
New
$72.6K - $100K
167 $147K
Nov 13, 2023 Q3 2023
Asset Dedication, LLC

BUY
 -
166
+ 2.0%
$72.2K - $99.5K
8.46K $7.43M
Oct 10, 2023 Q3 2023
Drive Wealth Management, LLC

Lehi, UT
BUY
 -
164
+ 8.8%
$71.3K - $98.3K
2.03K $1.78M
Aug 01, 2024 Q3 2023
Wr Wealth Planners, LLC

Columbia, MO
BUY
 -
164
+ 10.57%
$71.3K - $98.3K
1.72K $1.51M
Nov 09, 2023 Q3 2023
Gw&K Investment Management, LLC

Boston, MA
BUY
 -
163
+ 28.45%
$70.9K - $97.7K
736 $646K
Jan 09, 2024 Q3 2023
Financial Perspectives, Inc

Minneapolis, MN
BUY
 -
163
+ 90.06%
$70.9K - $97.7K
344 $302K
Nov 14, 2023 Q3 2023
Zwj Investment Counsel Inc

BUY
 -
162
+ 2.67%
$70.4K - $97.1K
6.22K $5.46M
Oct 10, 2023 Q3 2023
Consilium Wealth Advisory, LLC

BUY
 -
161
+ 3.89%
$70K - $96.5K
4.3K $3.77M
Nov 01, 2023 Q3 2023
Principle Wealth Partners LLC

BUY
 -
161
+ 2.85%
$70K - $96.5K
5.8K $5.1M
Nov 02, 2023 Q3 2023
Efg Asset Management (North America) Corp.

BUY
 -
161
+ 5.09%
$70K - $96.5K
3.33K $2.92M
Nov 14, 2023 Q3 2023
Adalta Capital Management LLC

New York, NY
BUY
 -
160
+ 32.99%
$69.6K - $95.9K
645 $567K
Oct 18, 2023 Q3 2023
Caprock Group, Inc.

BUY
 -
159
+ 1.57%
$69.1K - $95.3K
10.3K $9.03M
Nov 02, 2023 Q3 2023
Hazlett, Burt & Watson, Inc.

BUY
 -
159
+ 25.65%
$69.1K - $95.3K
779 $684K
Oct 13, 2023 Q3 2023
Peoples Financial Services Corp.

BUY
 -
158
+ 0.93%
$68.7K - $94.7K
17.1K $15.1M
Nov 14, 2023 Q3 2023
Wetherby Asset Management Inc

San Francisco, CA
BUY
 -
156
+ 0.6%
$67.8K - $93.5K
26.3K $23.1M
Oct 25, 2023 Q3 2023
Kowal Investment Group, LLC

Waukesha, WI
BUY
 -
155
+ 21.17%
$67.4K - $92.9K
887 $779K
Nov 14, 2023 Q3 2023
Destination Wealth Management

BUY
 -
155
+ 9.21%
$67.4K - $92.9K
1.84K $1.61M
Oct 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
154
+ 2.74%
$66.9K - $92.3K
5.78K $5.07M

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