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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
818+ 0.79% |
$430K - $506K
|
104K
$85.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
815+ 3.89% |
$428K - $505K
|
21.8K
$17.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
810+ 6.93% |
$425K - $501K
|
12.5K
$10.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
808+ 138.59% |
$424K - $500K
|
1.39K
$1.14M
|
|
|
Feb 13, 2024
Q4 2023
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
807+ 32.74% |
$424K - $500K
|
3.27K
$2.69M
|
|
|
Jan 11, 2024
Q4 2023
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
803New |
$422K - $497K
|
803
$660K
|
|
|
Jan 16, 2024
Q4 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
800New |
$420K - $495K
|
800
$657K
|
|
|
Feb 14, 2024
Q4 2023
|
Msa Advisors, LLC
Santa Monica, CA |
BUY
|
- |
800New |
$420K - $495K
|
800
$657K
|
|
|
Feb 06, 2024
Q4 2023
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
798+ 124.69% |
$419K - $494K
|
1.44K
$1.18M
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Advisers, LLC
|
BUY
|
- |
797New |
$419K - $493K
|
797
$655K
|
|
|
Feb 07, 2024
Q4 2023
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
BUY
|
- |
796+ 1.1% |
$418K - $493K
|
73K
$60M
|
|
|
Jan 18, 2024
Q4 2023
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
795New |
$418K - $492K
|
795
$653K
|
|
|
Jan 12, 2024
Q4 2023
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
793+ 111.85% |
$416K - $491K
|
1.5K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
792New |
$416K - $490K
|
792
$651K
|
|
|
Feb 07, 2024
Q4 2023
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
789+ 16.29% |
$414K - $488K
|
5.63K
$4.63M
|
|
|
Apr 03, 2024
Q4 2023
|
Granite Group Advisors, LLC
Stamford, CT |
BUY
|
- |
787New |
$413K - $487K
|
787
$646K
|
|
|
Jan 24, 2024
Q4 2023
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
785+ 135.34% |
$412K - $486K
|
1.37K
$1.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
785New |
$412K - $486K
|
785
$645K
|
|
|
Feb 13, 2024
Q4 2023
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
782New |
$411K - $484K
|
782
$642K
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
781+ 36.72% |
$410K - $484K
|
2.91K
$2.39M
|
|
|
Jan 23, 2024
Q4 2023
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
780+ 5.3% |
$410K - $483K
|
15.5K
$12.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Community Bank & Trust, Waco, Texas
Waco, TX |
BUY
|
- |
780New |
$410K - $483K
|
780
$641K
|
|
|
Feb 06, 2024
Q4 2023
|
Balanced Wealth Group LLC
Westlake, OH |
BUY
|
- |
778New |
$409K - $482K
|
778
$639K
|
|
|
Feb 13, 2024
Q4 2023
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
778+ 159.43% |
$409K - $482K
|
1.27K
$1.04M
|
|
|
Jan 16, 2024
Q4 2023
|
Oak Ridge Investments LLC
|
BUY
|
- |
776+ 1.47% |
$408K - $480K
|
53.6K
$44M
|
|
|
Feb 09, 2024
Q4 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
772+ 57.57% |
$405K - $478K
|
2.11K
$1.74M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
769New |
$404K - $476K
|
769
$632K
|
|
|
Feb 01, 2024
Q4 2023
|
Sumitomo Mitsui Ds Asset Management Company, LTD
|
BUY
|
- |
767+ 0.68% |
$403K - $475K
|
114K
$93.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
767New |
$403K - $475K
|
767
$630K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
766+ 84.18% |
$402K - $474K
|
1.68K
$1.38M
|
|
|
Jan 08, 2024
Q4 2023
|
Walker Asset Management, LLC
|
BUY
|
- |
764New |
$401K - $473K
|
764
$628K
|
|
|
Feb 13, 2024
Q4 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
764+ 31.3% |
$401K - $473K
|
3.21K
$2.63M
|
|
|
Jan 31, 2024
Q4 2023
|
Htlf Bank
Denver, CO |
BUY
|
- |
761New |
$400K - $471K
|
761
$625K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
BUY
|
- |
760+ 8.34% |
$399K - $471K
|
9.88K
$8.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
748New |
$393K - $463K
|
748
$614K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
744+ 21.21% |
$391K - $461K
|
4.25K
$3.49M
|
|
|
Mar 15, 2024
Q4 2023
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
743New |
$390K - $460K
|
743
$610K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
BUY
|
- |
740+ 1.48% |
$389K - $458K
|
50.8K
$41.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
739New |
$388K - $458K
|
739
$607K
|
|
|
Feb 05, 2024
Q4 2023
|
Fiducient Advisors LLC
|
BUY
|
- |
738New |
$388K - $457K
|
738
$606K
|
|
|
Jan 11, 2024
Q4 2023
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
735+ 74.47% |
$386K - $455K
|
1.72K
$1.41M
|
|
|
Feb 16, 2024
Q4 2023
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
732+ 39.46% |
$384K - $453K
|
2.59K
$2.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
725+ 23.74% |
$381K - $449K
|
3.78K
$3.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
722New |
$379K - $447K
|
722
$593K
|
|
|
Jan 29, 2024
Q4 2023
|
Market Street Wealth Management Advisors LLC
|
BUY
|
- |
722+ 14.08% |
$379K - $447K
|
5.85K
$4.81M
|
|
|
Jan 10, 2024
Q4 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
717+ 88.3% |
$377K - $444K
|
1.53K
$1.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Hodges Capital Management Inc.
|
BUY
|
- |
713+ 9.39% |
$374K - $441K
|
8.31K
$6.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Mqs Management LLC
|
BUY
|
- |
713New |
$374K - $441K
|
713
$586K
|
|
|
Feb 13, 2024
Q4 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
709+ 1.9% |
$372K - $439K
|
38.1K
$31.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
706+ 5.98% |
$371K - $437K
|
12.5K
$10.3M
|