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 |
|---|---|---|---|---|---|---|---|
|
Mar 15, 2024
Q4 2023
|
Cape Ann Savings Bank
Gloucester, MA |
BUY
|
- |
345New |
$181K - $214K
|
345
$271K
|
|
|
Jun 14, 2024
Q4 2023
|
Quent Capital, LLC
|
BUY
|
- |
345+ 7.93% |
$181K - $214K
|
4.69K
$3.69M
|
|
|
Jan 31, 2024
Q4 2023
|
Planning Directions Inc
|
BUY
|
- |
344New |
$181K - $213K
|
344
$271K
|
|
|
Feb 12, 2024
Q4 2023
|
Amj Financial Wealth Management
Leesburg, VA |
BUY
|
- |
344New |
$181K - $213K
|
344
$271K
|
|
|
Feb 14, 2024
Q4 2023
|
Vista Investment Management
Pittsburgh, PA |
BUY
|
- |
344New |
$181K - $213K
|
344
$271K
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
BUY
|
- |
342+ 5.81% |
$180K - $212K
|
6.22K
$4.9M
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
340+ 69.82% |
$179K - $211K
|
827
$651K
|
|
|
Feb 12, 2024
Q4 2023
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
340+ 12.5% |
$179K - $211K
|
3.06K
$2.41M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
339+ 2.35% |
$178K - $210K
|
14.8K
$11.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
337+ 6.24% |
$177K - $209K
|
5.74K
$4.51M
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
336+ 2.33% |
$176K - $208K
|
14.8K
$11.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Richelieu Gestion PLC
|
BUY
|
- |
332+ 132.8% |
$174K - $206K
|
582
$458K
|
|
|
Jan 17, 2024
Q4 2023
|
Dash Acquisitions Inc.
|
BUY
|
- |
332New |
$174K - $206K
|
332
$261K
|
|
|
Jan 05, 2024
Q4 2023
|
Horizons Wealth Management
Asheville, NC |
BUY
|
- |
329+ 3655.56% |
$173K - $204K
|
338
$266K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
329+ 6.72% |
$173K - $204K
|
5.23K
$4.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Security National Bank
|
BUY
|
- |
327New |
$172K - $202K
|
327
$257K
|
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
327+ 35.47% |
$172K - $202K
|
1.25K
$983K
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
BUY
|
- |
323+ 9.86% |
$170K - $200K
|
3.6K
$2.83M
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
319+ 5.2% |
$168K - $198K
|
6.45K
$5.08M
|
|
|
Feb 05, 2024
Q4 2023
|
Naviter Wealth, LLC
|
BUY
|
- |
319+ 9.58% |
$168K - $198K
|
3.65K
$2.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
319+ 13.95% |
$168K - $198K
|
2.61K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
318+ 4.44% |
$167K - $197K
|
7.48K
$5.88M
|
|
|
Jan 08, 2024
Q4 2023
|
Czech National Bank
Prague, 2N |
BUY
|
- |
315+ 0.23% |
$165K - $195K
|
140K
$110M
|
|
|
Feb 13, 2024
Q4 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
315+ 4.08% |
$165K - $195K
|
8.04K
$6.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
314+ 3.17% |
$165K - $194K
|
10.2K
$8.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Cantor Fitzgerald, L. P.
New York, NY |
BUY
|
- |
313+ 22.29% |
$164K - $194K
|
1.72K
$1.35M
|
|
|
Feb 12, 2024
Q4 2023
|
Goepper Burkhardt LLC
|
BUY
|
- |
312New |
$164K - $193K
|
312
$246K
|
|
|
Jan 29, 2024
Q4 2023
|
Highview Capital Management LLC
|
BUY
|
- |
311+ 4.86% |
$163K - $193K
|
6.71K
$5.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
311+ 20.0% |
$163K - $193K
|
1.87K
$1.47M
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
310New |
$163K - $192K
|
310
$244K
|
|
|
Feb 14, 2024
Q4 2023
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
306+ 49.12% |
$161K - $189K
|
929
$731K
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
305+ 2.36% |
$160K - $189K
|
13.2K
$10.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Red Door Wealth Management, LLC
|
BUY
|
- |
303+ 16.62% |
$159K - $188K
|
2.13K
$1.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
303+ 5.99% |
$159K - $188K
|
5.36K
$4.22M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
300+ 1.69% |
$158K - $186K
|
18K
$14.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
300+ 3.58% |
$158K - $186K
|
8.69K
$6.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
298+ 14.77% |
$157K - $185K
|
2.32K
$1.82M
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
296+ 0.12% |
$155K - $183K
|
251K
$198M
|
|
|
Feb 14, 2024
Q4 2023
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
293New |
$154K - $181K
|
293
$231K
|
|
|
Feb 07, 2024
Q4 2023
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
292+ 3.13% |
$153K - $181K
|
9.63K
$7.58M
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
291+ 1.95% |
$153K - $180K
|
15.2K
$12M
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
289+ 11.62% |
$152K - $179K
|
2.78K
$2.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Lvz, Inc.
|
BUY
|
- |
288+ 52.65% |
$151K - $178K
|
835
$657K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
287+ 4.77% |
$151K - $178K
|
6.3K
$4.96M
|
|
|
Jan 22, 2024
Q4 2023
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
286+ 84.87% |
$150K - $177K
|
623
$490K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
286+ 3.99% |
$150K - $177K
|
7.45K
$5.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
286+ 0.79% |
$150K - $177K
|
36.4K
$28.6M
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
286New |
$150K - $177K
|
286
$225K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
285+ 4.11% |
$150K - $176K
|
7.22K
$5.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
285+ 1.85% |
$150K - $176K
|
15.7K
$12.3M
|