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 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-567- 20.08% |
$246K - $340K
|
2.26K
$1.98M
|
|
|
Nov 07, 2023
Q3 2023
|
Alpha Dna Investment Management LLC
Columbia, MD |
SELL
|
- |
-568- 9.24% |
$247K - $340K
|
5.58K
$4.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-569- 2.95% |
$247K - $341K
|
18.7K
$16.5M
|
|
|
Oct 25, 2023
Q3 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-574- 8.63% |
$250K - $344K
|
6.08K
$5.34M
|
|
|
Oct 10, 2023
Q3 2023
|
American National Bank
|
SELL
|
- |
-578- 6.24% |
$251K - $346K
|
8.68K
$7.62M
|
|
|
Nov 06, 2023
Q3 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-584- 3.8% |
$254K - $350K
|
14.8K
$13M
|
|
|
Oct 18, 2023
Q3 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-585- 3.67% |
$254K - $351K
|
15.3K
$13.5M
|
|
|
Nov 09, 2023
Q3 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-586- 1.92% |
$255K - $351K
|
29.9K
$26.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Strategy Asset Managers LLC
|
SELL
|
- |
-592- 8.66% |
$257K - $355K
|
6.25K
$5.49M
|
|
|
Nov 06, 2023
Q3 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-593- 1.49% |
$258K - $355K
|
39.2K
$34.5M
|
|
|
Feb 09, 2024
Q3 2023
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-595- 2.67% |
$259K - $357K
|
21.7K
$19.1M
|
|
|
Oct 16, 2023
Q3 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-597- 4.25% |
$260K - $358K
|
13.5K
$11.8M
|
|
|
Nov 14, 2023
Q3 2023
|
Trust Investment Advisors
|
SELL
|
- |
-597- 3.19% |
$260K - $358K
|
18.1K
$15.9M
|
|
|
Nov 14, 2023
Q3 2023
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-598- 55.06% |
$260K - $358K
|
488
$429K
|
|
|
Nov 13, 2023
Q3 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-599- 45.62% |
$260K - $359K
|
714
$627K
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-600- 8.38% |
$261K - $360K
|
6.56K
$5.76M
|
|
|
Oct 27, 2023
Q3 2023
|
State Of Michigan Retirement System
|
SELL
|
- |
-600- 0.26% |
$261K - $360K
|
229K
$201M
|
|
|
Oct 27, 2023
Q3 2023
|
First National Bank Of Hutchinson
|
SELL
|
- |
-600- 23.54% |
$261K - $360K
|
1.95K
$1.71M
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-603- 21.11% |
$262K - $361K
|
2.25K
$1.98M
|
|
|
Nov 13, 2023
Q3 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-603- 5.37% |
$262K - $361K
|
10.6K
$9.33M
|
|
|
Oct 30, 2023
Q3 2023
|
Cibc Asset Management Inc
Toronto, A6 |
SELL
|
- |
-609- 0.52% |
$265K - $365K
|
117K
$103M
|
|
|
Oct 27, 2023
Q3 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-610- 1.16% |
$265K - $366K
|
51.8K
$45.5M
|
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-615- 16.88% |
$267K - $369K
|
3.03K
$2.66M
|
|
|
Nov 08, 2023
Q3 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-616- 1.6% |
$268K - $369K
|
37.8K
$33.2M
|
|
|
Nov 09, 2023
Q3 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-617- 19.16% |
$268K - $370K
|
2.6K
$2.29M
|
|
|
Oct 25, 2023
Q3 2023
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-625- 17.53% |
$272K - $375K
|
2.94K
$2.58M
|
|
|
Nov 13, 2023
Q3 2023
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-626- 1.69% |
$272K - $375K
|
36.4K
$31.9M
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-628- 28.2% |
$273K - $376K
|
1.6K
$1.4M
|
|
|
Oct 25, 2023
Q3 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-630- 7.24% |
$274K - $378K
|
8.07K
$7.09M
|
|
|
Nov 03, 2023
Q3 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-649- 12.29% |
$282K - $389K
|
4.63K
$4.07M
|
|
|
Oct 13, 2023
Q3 2023
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-650- 13.41% |
$283K - $390K
|
4.2K
$3.69M
|
|
|
Oct 20, 2023
Q3 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
SELL
|
- |
-650- 4.22% |
$283K - $390K
|
14.8K
$13M
|
|
|
Oct 20, 2023
Q3 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-650- 2.3% |
$283K - $390K
|
27.6K
$24.2M
|
|
|
Nov 14, 2023
Q3 2023
|
Castle Knight Management LP
New York, NY |
SELL
|
- |
-650- 16.67% |
$283K - $390K
|
3.25K
$2.85M
|
|
|
Oct 13, 2023
Q3 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-652- 45.12% |
$283K - $391K
|
793
$696K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-656- 8.38% |
$285K - $393K
|
7.17K
$6.3M
|
|
|
Nov 09, 2023
Q3 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-670- 1.34% |
$291K - $402K
|
49.4K
$43.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-671- 4.84% |
$292K - $402K
|
13.2K
$11.6M
|
|
|
Oct 16, 2023
Q3 2023
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-674- 32.19% |
$293K - $404K
|
1.42K
$1.25M
|
|
|
Oct 17, 2023
Q3 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-677- 54.51% |
$294K - $406K
|
565
$496K
|
|
|
Nov 08, 2023
Q3 2023
|
Holistic Financial Partners
|
SELL
|
- |
-678- 0.98% |
$295K - $406K
|
68.5K
$60.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-685- 25.82% |
$298K - $411K
|
1.97K
$1.73M
|
|
|
Oct 25, 2023
Q3 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-687- 6.26% |
$299K - $412K
|
10.3K
$9.03M
|
|
|
Nov 14, 2023
Q3 2023
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
SELL
|
- |
-700- 6.48% |
$304K - $420K
|
10.1K
$8.87M
|
|
|
Nov 16, 2023
Q3 2023
|
Cm Wealth Advisors LLC
Beachwood, OH |
SELL
|
- |
-711- 37.21% |
$309K - $426K
|
1.2K
$1.05M
|
|
|
Oct 19, 2023
Q3 2023
|
Center Star Asset Management, LLC
|
SELL
|
- |
-713- 33.47% |
$310K - $427K
|
1.42K
$1.24M
|
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-716- 0.01% |
$311K - $429K
|
4.84M
$4.25B
|
|
|
Oct 26, 2023
Q3 2023
|
Argyle Capital Management Inc.
|
SELL
|
- |
-724- 3.16% |
$315K - $434K
|
22.2K
$19.5M
|
|
|
Nov 14, 2023
Q3 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-725- 22.56% |
$315K - $434K
|
2.49K
$2.19M
|
|
|
Oct 10, 2023
Q3 2023
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-732- 0.24% |
$318K - $439K
|
303K
$266M
|