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 07, 2024
Q4 2023
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
704New |
$370K - $436K
|
704
$609K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
704+ 14.85% |
$370K - $436K
|
5.45K
$4.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
699New |
$367K - $433K
|
699
$605K
|
|
|
May 09, 2024
Q4 2023
|
Fmfe Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
691New |
$363K - $428K
|
691
$598K
|
|
|
Jan 29, 2024
Q4 2023
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
689New |
$362K - $427K
|
689
$596K
|
|
|
Jan 11, 2024
Q4 2023
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
686+ 51.77% |
$360K - $425K
|
2.01K
$1.74M
|
|
|
Apr 30, 2024
Q4 2023
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
684New |
$359K - $423K
|
684
$592K
|
|
|
Jan 18, 2024
Q4 2023
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
682+ 44.52% |
$358K - $422K
|
2.21K
$1.91M
|
|
|
Jan 31, 2024
Q4 2023
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
681+ 230.85% |
$358K - $422K
|
976
$844K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
BUY
|
- |
678New |
$356K - $420K
|
678
$586K
|
|
|
Jan 12, 2024
Q4 2023
|
Guild Investment Management, Inc.
|
BUY
|
- |
675+ 19.46% |
$355K - $418K
|
4.14K
$3.58M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
670New |
$352K - $415K
|
670
$579K
|
|
|
Feb 13, 2024
Q4 2023
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
669New |
$351K - $414K
|
669
$579K
|
|
|
Feb 05, 2024
Q4 2023
|
Field & Main Bank
|
BUY
|
- |
668+ 9.47% |
$351K - $414K
|
7.72K
$6.68M
|
|
|
Jan 29, 2024
Q4 2023
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
667New |
$350K - $413K
|
667
$577K
|
|
|
Feb 07, 2024
Q4 2023
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
662+ 66.2% |
$348K - $410K
|
1.66K
$1.44M
|
|
|
Feb 01, 2024
Q4 2023
|
Aspire Private Capital, LLC
|
BUY
|
- |
661+ 110.35% |
$347K - $409K
|
1.26K
$1.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
661+ 18.22% |
$347K - $409K
|
4.29K
$3.71M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
659+ 11.41% |
$346K - $408K
|
6.43K
$5.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
655+ 3.03% |
$344K - $406K
|
22.3K
$19.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
649+ 18.64% |
$341K - $402K
|
4.13K
$3.57M
|
|
|
Apr 02, 2024
Q4 2023
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
646New |
$339K - $400K
|
646
$559K
|
|
|
Jan 10, 2024
Q4 2023
|
Falcon Wealth Planning
|
BUY
|
- |
642New |
$337K - $397K
|
642
$555K
|
|
|
Feb 06, 2024
Q4 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
637+ 8.53% |
$335K - $394K
|
8.1K
$7.01M
|
|
|
Feb 20, 2024
Q4 2023
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
635New |
$333K - $393K
|
635
$549K
|
|
|
Apr 02, 2024
Q4 2023
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
634New |
$333K - $393K
|
634
$548K
|
|
|
Jan 31, 2024
Q4 2023
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
630+ 7.62% |
$331K - $390K
|
8.89K
$7.69M
|
|
|
Feb 12, 2024
Q4 2023
|
Avestar Capital, LLC
|
BUY
|
- |
628+ 21.63% |
$330K - $389K
|
3.53K
$3.05M
|
|
|
Feb 20, 2024
Q4 2023
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
628New |
$330K - $389K
|
628
$543K
|
|
|
Apr 01, 2024
Q4 2023
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
623+ 54.36% |
$327K - $386K
|
1.77K
$1.53M
|
|
|
Jan 18, 2024
Q4 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
622New |
$327K - $385K
|
622
$538K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
620+ 10.69% |
$326K - $384K
|
6.42K
$5.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
616+ 11.6% |
$324K - $381K
|
5.93K
$5.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
615+ 20.3% |
$323K - $381K
|
3.64K
$3.15M
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
BUY
|
- |
615+ 20.3% |
$323K - $381K
|
3.64K
$3.15M
|
|
|
Jan 10, 2024
Q4 2023
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
605+ 11.5% |
$318K - $375K
|
5.87K
$5.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Maryland State Retirement & Pension System
|
BUY
|
- |
602+ 0.92% |
$316K - $373K
|
65.8K
$56.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
602New |
$316K - $373K
|
602
$521K
|
|
|
Jan 19, 2024
Q4 2023
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
601+ 14.11% |
$316K - $372K
|
4.86K
$4.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
600+ 34.62% |
$315K - $371K
|
2.33K
$2.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
600+ 98.52% |
$315K - $371K
|
1.21K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
600New |
$315K - $371K
|
600
$519K
|
|
|
Feb 14, 2024
Q4 2023
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
600New |
$315K - $371K
|
600
$519K
|
|
|
Jan 23, 2024
Q4 2023
|
Compass Ion Advisors, LLC
|
BUY
|
- |
598+ 36.8% |
$314K - $370K
|
2.22K
$1.92M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
598+ 2.56% |
$314K - $370K
|
24K
$20.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
595+ 9.6% |
$312K - $368K
|
6.79K
$5.87M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
594+ 135.0% |
$312K - $368K
|
1.03K
$894K
|
|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
592+ 4.36% |
$311K - $367K
|
14.2K
$12.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
591+ 14.91% |
$310K - $366K
|
4.56K
$3.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
591+ 20.94% |
$310K - $366K
|
3.41K
$2.95M
|