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 23, 2024
Q4 2023
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
523New |
$275K - $324K
|
523
$412K
|
|
|
Mar 29, 2024
Q4 2023
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
BUY
|
- |
523New |
$275K - $324K
|
523
$412K
|
|
|
Feb 07, 2024
Q4 2023
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
522+ 12.06% |
$274K - $323K
|
4.85K
$3.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Shelton Wealth Management, LLC
|
BUY
|
- |
521New |
$274K - $323K
|
521
$410K
|
|
|
Jan 25, 2024
Q4 2023
|
Moseley Investment Management Inc
|
BUY
|
- |
519+ 15.46% |
$273K - $321K
|
3.88K
$3.05M
|
|
|
Feb 01, 2024
Q4 2023
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
518+ 6.38% |
$272K - $321K
|
8.63K
$6.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
518New |
$272K - $321K
|
518
$408K
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
515+ 104.89% |
$270K - $319K
|
1.01K
$792K
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
514+ 1.61% |
$270K - $318K
|
32.5K
$25.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
514+ 15.53% |
$270K - $318K
|
3.82K
$3.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
BUY
|
- |
512+ 1.71% |
$269K - $317K
|
30.5K
$24M
|
|
|
Feb 06, 2024
Q4 2023
|
Paragon Advisors, LLC
|
BUY
|
- |
511+ 29.73% |
$268K - $316K
|
2.23K
$1.75M
|
|
|
Feb 06, 2024
Q4 2023
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
509New |
$267K - $315K
|
509
$401K
|
|
|
Feb 14, 2024
Q4 2023
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
508New |
$267K - $315K
|
508
$400K
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
507+ 9.34% |
$266K - $314K
|
5.93K
$4.67M
|
|
|
Jan 17, 2024
Q4 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
506New |
$266K - $313K
|
506
$398K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
505+ 1.97% |
$265K - $313K
|
26.2K
$20.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
505+ 21.69% |
$265K - $313K
|
2.83K
$2.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
505+ 1.97% |
$265K - $313K
|
26.2K
$20.6M
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
BUY
|
- |
504+ 11.19% |
$265K - $312K
|
5.01K
$3.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
504New |
$265K - $312K
|
504
$397K
|
|
|
Jan 18, 2024
Q4 2023
|
Ballast, Inc.
|
BUY
|
- |
501+ 12.12% |
$263K - $310K
|
4.64K
$3.65M
|
|
|
Feb 13, 2024
Q4 2023
|
Balanced Rock Investment Advisor
Roslindale, MA |
BUY
|
- |
501New |
$263K - $310K
|
501
$394K
|
|
|
Feb 09, 2024
Q4 2023
|
Sepio Capital, LP
|
BUY
|
- |
500New |
$263K - $310K
|
500
$393K
|
|
|
Aug 13, 2024
Q4 2023
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
499New |
$262K - $309K
|
499
$393K
|
|
|
Jan 19, 2024
Q4 2023
|
E Rn Financial, LLC
|
BUY
|
- |
495+ 56.96% |
$260K - $306K
|
1.36K
$1.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
494+ 3.34% |
$259K - $306K
|
15.3K
$12M
|
|
|
Feb 09, 2024
Q4 2023
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
493+ 83.42% |
$259K - $305K
|
1.08K
$853K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
BUY
|
- |
492+ 15.87% |
$258K - $305K
|
3.59K
$2.83M
|
|
|
Jan 29, 2024
Q4 2023
|
Simplicity Wealth,Llc
|
BUY
|
- |
492New |
$258K - $305K
|
492
$387K
|
|
|
Jan 22, 2024
Q4 2023
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
489+ 10.51% |
$257K - $303K
|
5.14K
$4.05M
|
|
|
Jan 24, 2024
Q4 2023
|
Cadinha & CO LLC
|
BUY
|
- |
488+ 2.32% |
$256K - $302K
|
21.6K
$17M
|
|
|
Feb 08, 2024
Q4 2023
|
Exchange Capital Management, Inc.
|
BUY
|
- |
482+ 40.4% |
$253K - $298K
|
1.68K
$1.32M
|
|
|
May 29, 2025
Q4 2023
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
482New |
$253K - $298K
|
482
$379K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
478+ 18.29% |
$251K - $296K
|
3.09K
$2.43M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
477New |
$251K - $295K
|
477
$375K
|
|
|
Jan 22, 2024
Q4 2023
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
475New |
$249K - $294K
|
475
$374K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
474New |
$249K - $293K
|
474
$373K
|
|
|
Feb 02, 2024
Q4 2023
|
Am Investment Strategies LLC
|
BUY
|
- |
470New |
$247K - $291K
|
470
$370K
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
BUY
|
- |
470New |
$247K - $291K
|
470
$370K
|
|
|
Feb 08, 2024
Q4 2023
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
470New |
$247K - $291K
|
470
$370K
|
|
|
Jan 31, 2024
Q4 2023
|
Aia Group LTD
Hong Kong, K3 |
BUY
|
- |
467+ 2.71% |
$245K - $289K
|
17.7K
$13.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
466New |
$245K - $289K
|
466
$367K
|
|
|
Feb 05, 2024
Q4 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
465New |
$244K - $288K
|
465
$366K
|
|
|
Feb 09, 2024
Q4 2023
|
Fma Wealth Management, LLC
Duxbury, MA |
BUY
|
- |
465New |
$244K - $288K
|
465
$366K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
465New |
$244K - $288K
|
465
$366K
|
|
|
Jan 10, 2024
Q4 2023
|
Long View Wealth Management
Atlanta, GA |
BUY
|
- |
461New |
$242K - $285K
|
461
$363K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
461+ 14.21% |
$242K - $285K
|
3.71K
$2.92M
|
|
|
Jan 22, 2024
Q4 2023
|
Covenant Asset Management, LLC
|
BUY
|
- |
457+ 3.98% |
$240K - $283K
|
11.9K
$9.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Xr Securities LLC
|
BUY
|
- |
456New |
$239K - $282K
|
456
$359K
|