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 |
|---|---|---|---|---|---|---|---|
|
Oct 05, 2023
Q3 2023
|
Peterson Wealth Advisors, LLC
|
SELL
|
- |
-11- 1.66% |
$4.78K - $6.59K
|
651
$528K
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-11- 0.88% |
$4.78K - $6.59K
|
1.24K
$1M
|
|
|
Nov 20, 2023
Q3 2023
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-11- 2.43% |
$4.78K - $6.59K
|
441
$358K
|
|
|
Oct 25, 2023
Q3 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-12- 7.89% |
$5.22K - $7.19K
|
140
$114K
|
|
|
Nov 02, 2023
Q3 2023
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-12- 0.69% |
$5.22K - $7.19K
|
1.73K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-12- 0.67% |
$5.22K - $7.19K
|
1.78K
$1.45M
|
|
|
Nov 21, 2023
Q3 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
SELL
|
- |
-12- 2.54% |
$5.22K - $7.19K
|
461
$374K
|
|
|
Oct 10, 2023
Q3 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-13- 0.38% |
$5.65K - $7.79K
|
3.4K
$2.76M
|
|
|
Oct 17, 2023
Q3 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-13- 0.25% |
$5.65K - $7.79K
|
5.26K
$4.27M
|
|
|
Oct 30, 2023
Q3 2023
|
Leisure Capital Management
|
SELL
|
- |
-13- 1.4% |
$5.65K - $7.79K
|
915
$742K
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-14- 3.12% |
$6.09K - $8.39K
|
435
$353K
|
|
|
Oct 24, 2023
Q3 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-14- 3.1% |
$6.09K - $8.39K
|
437
$354K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-14- 0.78% |
$6.09K - $8.39K
|
1.79K
$1.45M
|
|
|
Nov 06, 2023
Q3 2023
|
E Rn Financial, LLC
|
SELL
|
- |
-14- 1.59% |
$6.09K - $8.39K
|
869
$705K
|
|
|
Nov 09, 2023
Q3 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-14- 2.4% |
$6.09K - $8.39K
|
570
$462K
|
|
|
Oct 16, 2023
Q3 2023
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-15- 1.33% |
$6.52K - $8.99K
|
1.11K
$901K
|
|
|
Oct 25, 2023
Q3 2023
|
Godsey & Gibb Associates
|
SELL
|
- |
-15- 1.23% |
$6.52K - $8.99K
|
1.21K
$979K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-15- 0.19% |
$6.52K - $8.99K
|
7.71K
$6.25M
|
|
|
Oct 31, 2023
Q3 2023
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-15- 0.81% |
$6.52K - $8.99K
|
1.84K
$1.49M
|
|
|
Nov 06, 2023
Q3 2023
|
Westbourne Investment Advisors, Inc.
|
SELL
|
- |
-15- 0.92% |
$6.52K - $8.99K
|
1.62K
$1.31M
|
|
|
Nov 14, 2023
Q3 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-15- 0.35% |
$6.52K - $8.99K
|
4.29K
$3.48M
|
|
|
Nov 14, 2023
Q3 2023
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-15- 3.69% |
$6.52K - $8.99K
|
392
$318K
|
|
|
Nov 14, 2023
Q3 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-15- 3.05% |
$6.52K - $8.99K
|
477
$387K
|
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-16- 2.19% |
$6.96K - $9.59K
|
714
$579K
|
|
|
Oct 13, 2023
Q3 2023
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-16- 1.63% |
$6.96K - $9.59K
|
968
$785K
|
|
|
Nov 01, 2023
Q3 2023
|
Wealthspan Partners, LLC
Davenport, IA |
SELL
|
- |
-16- 0.77% |
$6.96K - $9.59K
|
2.05K
$1.67M
|
|
|
Nov 13, 2023
Q3 2023
|
Claret Asset Management Corp
|
SELL
|
- |
-16- 3.24% |
$6.96K - $9.59K
|
478
$388K
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-16- 1.31% |
$6.96K - $9.59K
|
1.2K
$974K
|
|
|
Nov 14, 2023
Q3 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-16- 0.73% |
$6.96K - $9.59K
|
2.17K
$1.76M
|
|
|
Nov 15, 2023
Q3 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-16- 0.72% |
$6.96K - $9.59K
|
2.2K
$1.79M
|
|
|
Oct 04, 2023
Q3 2023
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-18- 4.05% |
$7.82K - $10.8K
|
426
$346K
|
|
|
Oct 25, 2023
Q3 2023
|
Kennedy Investment Group
West Depford, NJ |
SELL
|
- |
-18- 1.35% |
$7.82K - $10.8K
|
1.32K
$1.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-18- 0.32% |
$7.82K - $10.8K
|
5.69K
$4.62M
|
|
|
Nov 14, 2023
Q3 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-18- 0.51% |
$7.82K - $10.8K
|
3.49K
$2.83M
|
|
|
Oct 10, 2023
Q3 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-19- 1.52% |
$8.26K - $11.4K
|
1.24K
$1M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-19- 0.54% |
$8.26K - $11.4K
|
3.52K
$2.86M
|
|
|
Nov 01, 2023
Q3 2023
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-19- 3.07% |
$8.26K - $11.4K
|
600
$487K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-19- 0.77% |
$8.26K - $11.4K
|
2.44K
$1.98M
|
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-19- 1.74% |
$8.26K - $11.4K
|
1.08K
$872K
|
|
|
Nov 13, 2023
Q3 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-19- 3.82% |
$8.26K - $11.4K
|
478
$388K
|
|
|
Oct 10, 2023
Q3 2023
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-20- 0.35% |
$8.69K - $12K
|
5.77K
$4.68M
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-20- 3.77% |
$8.69K - $12K
|
510
$414K
|
|
|
Oct 19, 2023
Q3 2023
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-20- 0.51% |
$8.69K - $12K
|
3.91K
$3.17M
|
|
|
Oct 20, 2023
Q3 2023
|
Bill Few Associates, Inc.
|
SELL
|
- |
-20- 0.98% |
$8.69K - $12K
|
2.01K
$1.63M
|
|
|
Oct 20, 2023
Q3 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-20- 0.81% |
$8.69K - $12K
|
2.44K
$1.98M
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-20- 3.02% |
$8.69K - $12K
|
643
$522K
|
|
|
Oct 26, 2023
Q3 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-20- 1.83% |
$8.69K - $12K
|
1.07K
$869K
|
|
|
Nov 03, 2023
Q3 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-20- 0.34% |
$8.69K - $12K
|
5.87K
$4.76M
|
|
|
Nov 06, 2023
Q3 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-20- 1.41% |
$8.69K - $12K
|
1.4K
$1.13M
|
|
|
Nov 06, 2023
Q3 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-20- 7.97% |
$8.69K - $12K
|
231
$187K
|