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
|
Karpas Strategies, LLC
|
BUY
|
- |
577New |
$303K - $357K
|
577
$441K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
576+ 4.64% |
$303K - $357K
|
13K
$9.93M
|
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
575+ 18.54% |
$302K - $356K
|
3.68K
$2.81M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
573+ 31.78% |
$301K - $355K
|
2.38K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
570+ 92.83% |
$299K - $353K
|
1.18K
$905K
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
569+ 21.92% |
$299K - $352K
|
3.17K
$2.42M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
568+ 1.2% |
$298K - $352K
|
47.8K
$36.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
567+ 16.75% |
$298K - $351K
|
3.95K
$3.02M
|
|
|
Jan 29, 2024
Q4 2023
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
567New |
$298K - $351K
|
567
$434K
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
566New |
$297K - $350K
|
566
$433K
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
565+ 85.87% |
$297K - $350K
|
1.22K
$935K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
565New |
$297K - $350K
|
565
$432K
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
564New |
$296K - $349K
|
564
$431K
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
BUY
|
- |
558+ 15.85% |
$293K - $345K
|
4.08K
$3.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
558New |
$293K - $345K
|
558
$427K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
556+ 2.87% |
$292K - $344K
|
19.9K
$15.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
555New |
$291K - $344K
|
555
$424K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
554New |
$291K - $343K
|
554
$424K
|
|
|
Feb 13, 2024
Q4 2023
|
J. Stern & Co. LLP
London, X0 |
BUY
|
- |
554New |
$291K - $343K
|
554
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
553New |
$290K - $342K
|
553
$423K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
552+ 9.47% |
$290K - $342K
|
6.38K
$4.88M
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
552+ 22.56% |
$290K - $342K
|
3K
$2.29M
|
|
|
Jan 31, 2024
Q4 2023
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
551New |
$289K - $341K
|
551
$421K
|
|
|
Feb 09, 2024
Q4 2023
|
Waverton Investment Management LTD
|
BUY
|
- |
550New |
$289K - $341K
|
550
$421K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
549+ 17.66% |
$288K - $340K
|
3.66K
$2.8M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
547+ 74.42% |
$287K - $339K
|
1.28K
$980K
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
544+ 1.71% |
$286K - $337K
|
32.3K
$24.7M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
543+ 12.38% |
$285K - $336K
|
4.93K
$3.77M
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
540+ 31.69% |
$284K - $334K
|
2.24K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
539+ 23.41% |
$283K - $334K
|
2.84K
$2.17M
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
537+ 11.77% |
$282K - $332K
|
5.1K
$3.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
537+ 3.64% |
$282K - $332K
|
15.3K
$11.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
537New |
$282K - $332K
|
537
$411K
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
536New |
$282K - $332K
|
536
$410K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
534New |
$280K - $331K
|
534
$408K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
533+ 0.5% |
$280K - $330K
|
107K
$81.6M
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
531New |
$279K - $329K
|
531
$406K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
530+ 3.94% |
$278K - $328K
|
14K
$10.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
529+ 72.47% |
$278K - $328K
|
1.26K
$963K
|
|
|
Jan 11, 2024
Q4 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
526+ 3.47% |
$276K - $326K
|
15.7K
$12M
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
524+ 3.16% |
$275K - $324K
|
17.1K
$13.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
523New |
$275K - $324K
|
523
$400K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
523New |
$275K - $324K
|
523
$400K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
522+ 12.06% |
$274K - $323K
|
4.85K
$3.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
521New |
$274K - $323K
|
521
$398K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
519+ 15.46% |
$273K - $321K
|
3.88K
$2.96M
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
518+ 6.38% |
$272K - $321K
|
8.63K
$6.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
518New |
$272K - $321K
|
518
$396K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
515+ 104.89% |
$270K - $319K
|
1.01K
$769K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
514+ 1.61% |
$270K - $318K
|
32.5K
$24.9M
|