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 30, 2023
Q3 2023
|
Dock Street Asset Management Inc
|
SELL
|
- |
-211- 15.69% |
$91.7K - $126K
|
1.13K
$996K
|
|
|
Oct 24, 2023
Q3 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-213- 16.99% |
$92.6K - $128K
|
1.04K
$914K
|
|
|
Oct 31, 2023
Q3 2023
|
Abbrea Capital, LLC
|
SELL
|
- |
-218- 2.35% |
$94.8K - $131K
|
9.04K
$7.94M
|
|
|
Dec 04, 2023
Q3 2023
|
Trust CO
|
SELL
|
- |
-219- 88.66% |
$95.2K - $131K
|
28
$24.6K
|
|
|
Oct 30, 2023
Q3 2023
|
Nvwm, LLC
|
SELL
|
- |
-220- 3.7% |
$95.6K - $132K
|
5.73K
$5.03M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-220- 8.12% |
$95.6K - $132K
|
2.49K
$2.19M
|
|
|
Oct 19, 2023
Q3 2023
|
Aries Wealth Management
|
SELL
|
- |
-222- 5.99% |
$96.5K - $133K
|
3.49K
$3.06M
|
|
|
Nov 14, 2023
Q3 2023
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-222- 12.35% |
$96.5K - $133K
|
1.58K
$1.38M
|
|
|
Oct 19, 2023
Q3 2023
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-223- 10.9% |
$96.9K - $134K
|
1.82K
$1.6M
|
|
|
Nov 06, 2023
Q3 2023
|
First National Trust CO
|
SELL
|
- |
-224- 0.87% |
$97.4K - $134K
|
25.4K
$22.3M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-229- 3.09% |
$99.5K - $137K
|
7.19K
$6.31M
|
|
|
Nov 01, 2023
Q3 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-229- 15.24% |
$99.5K - $137K
|
1.27K
$1.12M
|
|
|
Nov 14, 2023
Q3 2023
|
Old Port Advisors
|
SELL
|
- |
-229- 16.37% |
$99.5K - $137K
|
1.17K
$1.03M
|
|
|
Oct 10, 2023
Q3 2023
|
Thomasville National Bank
|
SELL
|
- |
-230- 4.97% |
$100K - $138K
|
4.4K
$3.86M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisory Research Inc
Chicago, IL |
SELL
|
- |
-230- 11.49% |
$100K - $138K
|
1.77K
$1.56M
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
SELL
|
- |
-231- 16.48% |
$100K - $138K
|
1.17K
$1.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-231- 2.69% |
$100K - $138K
|
8.34K
$7.33M
|
|
|
Nov 14, 2023
Q3 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-232- 2.2% |
$101K - $139K
|
10.3K
$9.07M
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-235- 2.21% |
$102K - $141K
|
10.4K
$9.15M
|
|
|
Oct 27, 2023
Q3 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-236- 12.95% |
$103K - $141K
|
1.59K
$1.39M
|
|
|
Nov 13, 2023
Q3 2023
|
Bank Of Hawaii
Honolulu, HI |
SELL
|
- |
-236- 3.32% |
$103K - $141K
|
6.87K
$6.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-236- 2.19% |
$103K - $141K
|
10.5K
$9.26M
|
|
|
Oct 18, 2023
Q3 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-237- 6.68% |
$103K - $142K
|
3.31K
$2.91M
|
|
|
Oct 13, 2023
Q3 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-238- 4.24% |
$103K - $143K
|
5.38K
$4.72M
|
|
|
Nov 15, 2023
Q3 2023
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-238- 1.24% |
$103K - $143K
|
19K
$16.7M
|
|
|
Oct 03, 2023
Q3 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-240- 6.99% |
$104K - $144K
|
3.19K
$2.81M
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-240- 6.65% |
$104K - $144K
|
3.37K
$2.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Natixis Investment Managers International
Paris, I0 |
SELL
|
- |
-241- 0.21% |
$105K - $144K
|
116K
$102M
|
|
|
Oct 16, 2023
Q3 2023
|
Tevis Investment Management
|
SELL
|
- |
-243- 17.51% |
$106K - $146K
|
1.15K
$1.01M
|
|
|
Oct 10, 2023
Q3 2023
|
Lvm Capital Management LTD
|
SELL
|
- |
-245- 0.66% |
$107K - $147K
|
36.6K
$32.2M
|
|
|
Oct 27, 2023
Q3 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-245- 11.75% |
$107K - $147K
|
1.84K
$1.62M
|
|
|
Oct 24, 2023
Q3 2023
|
Eagle Ridge Investment Management
|
SELL
|
- |
-247- 13.99% |
$107K - $148K
|
1.52K
$1.33M
|
|
|
Nov 13, 2023
Q3 2023
|
Hancock Whitney Corp
|
SELL
|
- |
-248- 0.84% |
$108K - $149K
|
29.4K
$25.9M
|
|
|
Oct 31, 2023
Q3 2023
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-249- 5.44% |
$108K - $149K
|
4.33K
$3.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-250- 3.55% |
$109K - $150K
|
6.79K
$5.96M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-256- 4.97% |
$111K - $153K
|
4.9K
$4.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-257- 0.62% |
$112K - $154K
|
41.3K
$36.2M
|
|
|
Oct 26, 2023
Q3 2023
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
SELL
|
- |
-258- 39.39% |
$112K - $155K
|
397
$349K
|
|
|
Nov 08, 2023
Q3 2023
|
Amg National Trust Bank
|
SELL
|
- |
-259- 2.19% |
$113K - $155K
|
11.5K
$10.1M
|
|
|
Nov 09, 2023
Q3 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-260- 15.86% |
$113K - $156K
|
1.38K
$1.21M
|
|
|
Nov 09, 2023
Q3 2023
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-260- 3.05% |
$113K - $156K
|
8.26K
$7.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-260- 4.78% |
$113K - $156K
|
5.18K
$4.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-262- 7.67% |
$114K - $157K
|
3.16K
$2.77M
|
|
|
Oct 05, 2023
Q3 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-263- 3.29% |
$114K - $158K
|
7.73K
$6.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-266- 6.8% |
$116K - $159K
|
3.64K
$3.2M
|
|
|
Nov 15, 2023
Q3 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-266- 1.04% |
$116K - $159K
|
25.4K
$22.3M
|
|
|
Oct 25, 2023
Q3 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-269- 2.52% |
$117K - $161K
|
10.4K
$9.13M
|
|
|
Oct 10, 2023
Q3 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-270- 3.59% |
$117K - $162K
|
7.25K
$6.37M
|
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-270- 0.31% |
$117K - $162K
|
86.3K
$75.8M
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-271- 2.19% |
$118K - $162K
|
12.1K
$10.6M
|