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 |
|---|---|---|---|---|---|---|---|
|
Nov 04, 2024
Q4 2023
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
592+ 4.36% |
$311K - $367K
|
14.2K
$11.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Cfm Wealth Partners LLC
|
BUY
|
- |
591+ 14.91% |
$310K - $366K
|
4.56K
$3.58M
|
|
|
Feb 06, 2024
Q4 2023
|
Ellevest, Inc.
|
BUY
|
- |
591+ 20.94% |
$310K - $366K
|
3.41K
$2.69M
|
|
|
Jan 23, 2024
Q4 2023
|
Washburn Capital Management, Inc.
|
BUY
|
- |
587+ 27.61% |
$308K - $363K
|
2.71K
$2.13M
|
|
|
Feb 06, 2024
Q4 2023
|
Beirne Wealth Consulting Services, LLC
|
BUY
|
- |
586New |
$308K - $363K
|
586
$461K
|
|
|
Feb 06, 2024
Q4 2023
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
586New |
$308K - $363K
|
586
$461K
|
|
|
Jan 31, 2024
Q4 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
585+ 10.5% |
$307K - $362K
|
6.16K
$4.85M
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
583+ 4.54% |
$306K - $361K
|
13.4K
$10.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Brighton Jones LLC
|
BUY
|
- |
577+ 6.34% |
$303K - $357K
|
9.67K
$7.61M
|
|
|
Feb 07, 2024
Q4 2023
|
Karpas Strategies, LLC
|
BUY
|
- |
577New |
$303K - $357K
|
577
$454K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
576+ 4.64% |
$303K - $357K
|
13K
$10.2M
|
|
|
Feb 02, 2024
Q4 2023
|
Van Cleef Asset Management,Inc
Beachwood, OH |
BUY
|
- |
575+ 18.54% |
$302K - $356K
|
3.68K
$2.89M
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
573+ 31.78% |
$301K - $355K
|
2.38K
$1.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Prosperity Consulting Group, LLC
|
BUY
|
- |
570+ 92.83% |
$299K - $353K
|
1.18K
$932K
|
|
|
Jan 23, 2024
Q4 2023
|
Crown Wealth Group, LLC
|
BUY
|
- |
569+ 21.92% |
$299K - $352K
|
3.17K
$2.49M
|
|
|
Feb 02, 2024
Q4 2023
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
568+ 1.2% |
$298K - $352K
|
47.8K
$37.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Capital Advisors Inc
|
BUY
|
- |
567+ 16.75% |
$298K - $351K
|
3.95K
$3.11M
|
|
|
Jan 29, 2024
Q4 2023
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
567New |
$298K - $351K
|
567
$446K
|
|
|
Mar 15, 2024
Q4 2023
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
566New |
$297K - $350K
|
566
$445K
|
|
|
Jan 29, 2024
Q4 2023
|
Financial Council Asset Management Inc
|
BUY
|
- |
565+ 85.87% |
$297K - $350K
|
1.22K
$962K
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
565New |
$297K - $350K
|
565
$445K
|
|
|
Feb 14, 2024
Q4 2023
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
564New |
$296K - $349K
|
564
$444K
|
|
|
Jan 04, 2024
Q4 2023
|
In Track Investment Management Inc
|
BUY
|
- |
558+ 15.85% |
$293K - $345K
|
4.08K
$3.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
558New |
$293K - $345K
|
558
$439K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
556+ 2.87% |
$292K - $344K
|
19.9K
$15.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
555New |
$291K - $344K
|
555
$437K
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Wealth Partners, Inc
|
BUY
|
- |
554New |
$291K - $343K
|
554
$436K
|
|
|
Feb 13, 2024
Q4 2023
|
J. Stern & Co. LLP
London, X0 |
BUY
|
- |
554New |
$291K - $343K
|
554
$436K
|
|
|
Feb 14, 2024
Q4 2023
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
553New |
$290K - $342K
|
553
$435K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
552+ 9.47% |
$290K - $342K
|
6.38K
$5.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
552+ 22.56% |
$290K - $342K
|
3K
$2.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
551New |
$289K - $341K
|
551
$434K
|
|
|
Feb 09, 2024
Q4 2023
|
Waverton Investment Management LTD
|
BUY
|
- |
550New |
$289K - $341K
|
550
$433K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
549+ 17.66% |
$288K - $340K
|
3.66K
$2.88M
|
|
|
Mar 12, 2024
Q4 2023
|
Spartan Planning & Wealth Management
Greensboro, NC |
BUY
|
- |
547+ 74.42% |
$287K - $339K
|
1.28K
$1.01M
|
|
|
Feb 08, 2024
Q4 2023
|
Independent Advisor Alliance
|
BUY
|
- |
544+ 1.71% |
$286K - $337K
|
32.3K
$25.4M
|
|
|
Jan 22, 2024
Q4 2023
|
First Citizens Bank & Trust CO
|
BUY
|
- |
543+ 12.38% |
$285K - $336K
|
4.93K
$3.88M
|
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
540+ 31.69% |
$284K - $334K
|
2.24K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
539+ 23.41% |
$283K - $334K
|
2.84K
$2.24M
|
|
|
Jan 11, 2024
Q4 2023
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
537+ 11.77% |
$282K - $332K
|
5.1K
$4.01M
|
|
|
Jan 31, 2024
Q4 2023
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
BUY
|
- |
537+ 3.64% |
$282K - $332K
|
15.3K
$12M
|
|
|
Feb 09, 2024
Q4 2023
|
Quest Partners LLC
New York, NY |
BUY
|
- |
537New |
$282K - $332K
|
537
$423K
|
|
|
Jan 11, 2024
Q4 2023
|
Grandview Asset Management LLC
|
BUY
|
- |
536New |
$282K - $332K
|
536
$422K
|
|
|
Jan 26, 2024
Q4 2023
|
Keener Financial Planning LLC
Keller, TX |
BUY
|
- |
534New |
$280K - $331K
|
534
$420K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
533+ 0.5% |
$280K - $330K
|
107K
$84M
|
|
|
Feb 16, 2024
Q4 2023
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
531New |
$279K - $329K
|
531
$418K
|
|
|
Feb 13, 2024
Q4 2023
|
Edge Capital Group, LLC
|
BUY
|
- |
530+ 3.94% |
$278K - $328K
|
14K
$11M
|
|
|
Feb 06, 2024
Q4 2023
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
529+ 72.47% |
$278K - $328K
|
1.26K
$991K
|
|
|
Jan 11, 2024
Q4 2023
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
526+ 3.47% |
$276K - $326K
|
15.7K
$12.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
524+ 3.16% |
$275K - $324K
|
17.1K
$13.5M
|