Purchases and Sales Made in Q4 2023 in Eli Lilly & CO (LLY)
This table provides information about the institutional ownership of Eli Lilly & CO (LLY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 02, 2024
Q4 2023
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.73K+ 52.07% |
$910K - $1.07M
|
5.06K
$3.94M
|
|
|
Mar 04, 2024
Q4 2023
|
Congress Asset Management CO
|
BUY
|
- |
1.73K+ 0.77% |
$909K - $1.07M
|
227K
$176M
|
|
|
Feb 14, 2024
Q4 2023
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1.73KNew |
$906K - $1.07M
|
1.73K
$1.34M
|
|
|
Feb 08, 2024
Q4 2023
|
Campbell Wealth Management
|
BUY
|
- |
1.72K+ 209.48% |
$905K - $1.07M
|
2.55K
$1.98M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.72K+ 1.37% |
$905K - $1.07M
|
128K
$99.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Xponance, Inc.
|
BUY
|
- |
1.72K+ 0.91% |
$902K - $1.06M
|
191K
$149M
|
|
|
May 07, 2024
Q4 2023
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
1.72KNew |
$902K - $1.06M
|
1.72K
$1.34M
|
|
|
Feb 02, 2024
Q4 2023
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
1.68K+ 82.67% |
$882K - $1.04M
|
3.71K
$2.89M
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
1.67KNew |
$875K - $1.03M
|
1.67K
$1.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Dantai Capital LTD
Hong Kong, K3 |
BUY
|
- |
1.64K+ 52.56% |
$861K - $1.02M
|
4.76K
$3.71M
|
|
|
Aug 14, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
1.64KNew |
$860K - $1.01M
|
1.64K
$1.28M
|
|
|
Oct 18, 2024
Q4 2023
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
1.64KNew |
$860K - $1.01M
|
1.64K
$1.28M
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
1.63K+ 79.07% |
$855K - $1.01M
|
3.69K
$2.87M
|
|
|
Feb 01, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
1.63K+ 127.21% |
$854K - $1.01M
|
2.91K
$2.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
1.62K+ 7.48% |
$851K - $1M
|
23.3K
$18.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.61K+ 4.1% |
$848K - $999K
|
41K
$31.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.57K+ 7.53% |
$827K - $975K
|
22.5K
$17.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
1.57K+ 48.2% |
$823K - $970K
|
4.82K
$3.75M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.56K+ 13.49% |
$820K - $967K
|
13.1K
$10.2M
|
|
|
Jan 26, 2024
Q4 2023
|
Impax Asset Management Group PLC
|
BUY
|
- |
1.56K+ 5.43% |
$819K - $966K
|
30.3K
$23.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Oracle Alpha Inc.
Toronto, A6 |
BUY
|
- |
1.56KNew |
$819K - $966K
|
1.56K
$1.21M
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
1.55K+ 68.76% |
$812K - $958K
|
3.8K
$2.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
1.54K+ 22.43% |
$809K - $953K
|
8.41K
$6.55M
|
|
|
Jan 29, 2024
Q4 2023
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
1.52KNew |
$800K - $943K
|
1.52K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.51K+ 48.38% |
$794K - $936K
|
4.64K
$3.61M
|
|
|
Feb 02, 2024
Q4 2023
|
Boyd Watterson Asset Management LLC
|
BUY
|
- |
1.51K+ 12.44% |
$793K - $935K
|
13.7K
$10.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.49KNew |
$784K - $924K
|
1.49K
$1.16M
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
1.47KNew |
$774K - $913K
|
1.47K
$1.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Weiss Multi Strategy Advisers LLC
New York, NY |
BUY
|
- |
1.47K+ 8.83% |
$773K - $911K
|
18.1K
$14.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Parsons Capital Management Inc
|
BUY
|
- |
1.47K+ 5.42% |
$771K - $909K
|
28.6K
$22.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.46K+ 15.42% |
$769K - $906K
|
11K
$8.53M
|
|
|
Feb 13, 2024
Q4 2023
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
1.46K+ 56.7% |
$766K - $903K
|
4.03K
$3.14M
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Life Insurance CO
|
BUY
|
- |
1.45K+ 7.26% |
$762K - $898K
|
21.4K
$16.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
1.45K+ 7.96% |
$759K - $895K
|
19.6K
$15.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Peterson Financial Group, Inc.
|
BUY
|
- |
1.43K+ 61.26% |
$750K - $884K
|
3.76K
$2.93M
|
|
|
Feb 13, 2024
Q4 2023
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
1.43K+ 81.91% |
$749K - $883K
|
3.17K
$2.47M
|
|
|
Jan 02, 2024
Q4 2023
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
1.42K+ 10.9% |
$746K - $879K
|
14.5K
$11.3M
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
1.42KNew |
$743K - $876K
|
1.42K
$1.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.41KNew |
$743K - $875K
|
1.41K
$1.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
1.41K+ 41.29% |
$738K - $870K
|
4.81K
$3.74M
|
|
|
Feb 20, 2024
Q4 2023
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
1.4KNew |
$737K - $869K
|
1.4K
$1.09M
|
|
|
Feb 06, 2024
Q4 2023
|
Machina Capital S.A.S.
Paris, I0 |
BUY
|
- |
1.4KNew |
$735K - $867K
|
1.4K
$1.09M
|
|
|
Feb 08, 2024
Q4 2023
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
BUY
|
- |
1.39KNew |
$732K - $862K
|
1.39K
$1.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
1.39K+ 164.15% |
$731K - $862K
|
2.24K
$1.74M
|
|
|
Feb 09, 2024
Q4 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1.39K+ 347.5% |
$730K - $861K
|
1.79K
$1.39M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.39K+ 111.68% |
$728K - $858K
|
2.63K
$2.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.39K+ 13.22% |
$727K - $857K
|
11.9K
$9.24M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.39K+ 29.47% |
$727K - $857K
|
6.09K
$4.74M
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.38KNew |
$725K - $855K
|
1.38K
$1.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.38KNew |
$725K - $854K
|
1.38K
$1.07M
|