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 09, 2024
Q4 2023
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
1.39K+ 347.5% |
$730K - $861K
|
1.79K
$1.41M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
BUY
|
- |
1.39K+ 111.68% |
$728K - $858K
|
2.63K
$2.07M
|
|
|
Jan 24, 2024
Q4 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
1.39K+ 13.22% |
$727K - $857K
|
11.9K
$9.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
1.39K+ 29.47% |
$727K - $857K
|
6.09K
$4.79M
|
|
|
Apr 04, 2025
Q4 2023
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
1.38K+ 147.49% |
$726K - $856K
|
2.32K
$1.82M
|
|
|
May 09, 2024
Q4 2023
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.38KNew |
$725K - $855K
|
1.38K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
1.38KNew |
$725K - $854K
|
1.38K
$1.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Advisor Os, LLC
|
BUY
|
- |
1.38K+ 51.73% |
$723K - $853K
|
4.04K
$3.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Sciencast Management LP
|
BUY
|
- |
1.37K+ 106.26% |
$722K - $851K
|
2.67K
$2.1M
|
|
|
May 14, 2024
Q4 2023
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
1.37KNew |
$721K - $850K
|
1.37K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Point Break Capital Management, LLC
Miami, FL |
BUY
|
- |
1.37KNew |
$717K - $845K
|
1.37K
$1.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1.36KNew |
$714K - $842K
|
1.36K
$1.07M
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
1.35K+ 69.83% |
$710K - $837K
|
3.29K
$2.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.35K+ 40.24% |
$710K - $836K
|
4.71K
$3.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
1.35K+ 218.28% |
$708K - $835K
|
1.97K
$1.55M
|
|
|
Mar 01, 2024
Q4 2023
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
1.34KNew |
$702K - $828K
|
1.34K
$1.05M
|
|
|
Jan 12, 2024
Q4 2023
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
1.33KNew |
$700K - $825K
|
1.33K
$1.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Symphony Financial, Ltd. Co.
|
BUY
|
- |
1.32K+ 43.58% |
$695K - $819K
|
4.36K
$3.43M
|
|
|
May 15, 2024
Q4 2023
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.32KNew |
$692K - $816K
|
1.32K
$1.04M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.32K+ 126.2% |
$691K - $814K
|
2.36K
$1.85M
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
1.32K+ 125.24% |
$691K - $814K
|
2.37K
$1.86M
|
|
|
Feb 14, 2024
Q4 2023
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
1.31KNew |
$686K - $809K
|
1.31K
$1.03M
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
1.3KNew |
$684K - $806K
|
1.3K
$1.02M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.3K+ 20.67% |
$681K - $803K
|
7.57K
$5.96M
|
|
|
Feb 07, 2024
Q4 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
1.29KNew |
$679K - $800K
|
1.29K
$1.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
1.29KNew |
$677K - $798K
|
1.29K
$1.01M
|
|
|
Aug 08, 2024
Q4 2023
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
BUY
|
- |
1.28KNew |
$670K - $790K
|
1.28K
$1M
|
|
|
Feb 02, 2024
Q4 2023
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
1.27K+ 13.39% |
$669K - $789K
|
10.8K
$8.49M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvm Capital Management LTD
|
BUY
|
- |
1.27K+ 3.47% |
$667K - $786K
|
37.9K
$29.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
1.24K+ 25.45% |
$652K - $768K
|
6.12K
$4.81M
|
|
|
Feb 13, 2024
Q4 2023
|
Eisler Capital (Uk) Ltd.
London, X0 |
BUY
|
- |
1.24KNew |
$650K - $766K
|
1.24K
$974K
|
|
|
Feb 05, 2024
Q4 2023
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
1.24K+ 292.2% |
$649K - $765K
|
1.66K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.23K+ 23.92% |
$645K - $760K
|
6.36K
$5.01M
|
|
|
Nov 06, 2024
Q4 2023
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
1.23K+ 74.88% |
$645K - $760K
|
2.87K
$2.26M
|
|
|
Feb 02, 2024
Q4 2023
|
Citizens Financial Group Inc
|
BUY
|
- |
1.23K+ 3.23% |
$644K - $760K
|
39.3K
$30.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
BUY
|
- |
1.23KNew |
$644K - $759K
|
1.23K
$965K
|
|
|
Sep 23, 2024
Q4 2023
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
1.22KNew |
$638K - $752K
|
1.22K
$956K
|
|
|
Jan 23, 2024
Q4 2023
|
Webster Bank, N. A.
|
BUY
|
- |
1.21K+ 169.75% |
$637K - $750K
|
1.93K
$1.52M
|
|
|
Feb 02, 2024
Q4 2023
|
Meritage Portfolio Management
|
BUY
|
- |
1.21K+ 23.37% |
$634K - $748K
|
6.38K
$5.02M
|
|
|
Feb 08, 2024
Q4 2023
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
1.21KNew |
$633K - $747K
|
1.21K
$949K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
1.2K+ 1.67% |
$631K - $744K
|
73K
$57.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
1.2KNew |
$628K - $740K
|
1.2K
$941K
|
|
|
Feb 12, 2024
Q4 2023
|
Cheyne Capital Management (Uk) LLP
|
BUY
|
- |
1.18K+ 6.24% |
$622K - $733K
|
20.2K
$15.9M
|
|
|
Jan 23, 2024
Q4 2023
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.18KNew |
$620K - $731K
|
1.18K
$929K
|
|
|
Feb 13, 2024
Q4 2023
|
United Community Bank
Greenville, SC |
BUY
|
- |
1.18K+ 135.09% |
$619K - $729K
|
2.05K
$1.61M
|
|
|
Jan 19, 2024
Q4 2023
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
1.18K+ 134.55% |
$618K - $728K
|
2.05K
$1.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitsubishi Ufj Morgan Stanley Securities Co., Ltd.
|
BUY
|
- |
1.18KNew |
$617K - $727K
|
1.18K
$925K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
1.17K+ 5.14% |
$614K - $724K
|
23.9K
$18.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
BUY
|
- |
1.17KNew |
$613K - $723K
|
1.17K
$919K
|
|
|
Feb 16, 2024
Q4 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
1.17K+ 93.29% |
$613K - $723K
|
2.42K
$1.9M
|