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 16, 2024
Q4 2023
|
Simon Quick Advisors, LLC
|
BUY
|
- |
278+ 10.49% |
$146K - $172K
|
2.93K
$2.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
275+ 8.66% |
$144K - $170K
|
3.45K
$2.83M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
BUY
|
- |
275+ 50.0% |
$144K - $170K
|
825
$678K
|
|
|
Jan 23, 2024
Q4 2023
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
275+ 11.99% |
$144K - $170K
|
2.57K
$2.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
274New |
$144K - $170K
|
274
$225K
|
|
|
Jan 16, 2024
Q4 2023
|
Engrave Wealth Partners LLC
|
BUY
|
- |
273+ 56.4% |
$143K - $169K
|
757
$622K
|
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
273+ 5.28% |
$143K - $169K
|
5.44K
$4.47M
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
272+ 3.69% |
$143K - $168K
|
7.65K
$6.29M
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
271+ 12.26% |
$142K - $168K
|
2.48K
$2.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Sage Mountain Advisors LLC
|
BUY
|
- |
270+ 6.48% |
$142K - $167K
|
4.44K
$3.65M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
270+ 2.35% |
$142K - $167K
|
11.8K
$9.68M
|
|
|
Jan 08, 2024
Q4 2023
|
First Affirmative Financial Network
|
BUY
|
- |
269+ 26.63% |
$141K - $167K
|
1.28K
$1.05M
|
|
|
Jan 09, 2024
Q4 2023
|
Ayrshire Capital Management LLC
|
BUY
|
- |
269+ 4.53% |
$141K - $167K
|
6.21K
$5.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Cannell & Co.
New York, NY |
BUY
|
- |
267+ 65.93% |
$140K - $165K
|
672
$552K
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
267+ 36.68% |
$140K - $165K
|
995
$817K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
266+ 2.97% |
$140K - $165K
|
9.21K
$7.57M
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
265+ 9.83% |
$139K - $164K
|
2.96K
$2.43M
|
|
|
Jan 25, 2024
Q4 2023
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
261+ 16.61% |
$137K - $162K
|
1.83K
$1.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
BUY
|
- |
261+ 0.4% |
$137K - $162K
|
65.4K
$53.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Everhart Financial Group, Inc.
|
BUY
|
- |
260+ 7.21% |
$137K - $161K
|
3.87K
$3.18M
|
|
|
Jan 29, 2024
Q4 2023
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
258+ 25.49% |
$135K - $160K
|
1.27K
$1.04M
|
|
|
Jan 09, 2024
Q4 2023
|
Bath Savings Trust CO
|
BUY
|
- |
257+ 1.21% |
$135K - $159K
|
21.6K
$17.7M
|
|
|
Jan 23, 2024
Q4 2023
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
257+ 28.24% |
$135K - $159K
|
1.17K
$959K
|
|
|
Jan 18, 2024
Q4 2023
|
Franklin Street Advisors Inc
|
BUY
|
- |
254+ 26.49% |
$133K - $157K
|
1.21K
$996K
|
|
|
Jan 22, 2024
Q4 2023
|
Wendell David Associates Inc
|
BUY
|
- |
254+ 0.59% |
$133K - $157K
|
43.5K
$35.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
251+ 5.13% |
$132K - $155K
|
5.15K
$4.23M
|
|
|
Aug 29, 2024
Q4 2023
|
University Of Texas
|
BUY
|
- |
251New |
$132K - $155K
|
251
$206K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
250New |
$131K - $155K
|
250
$205K
|
|
|
Feb 05, 2024
Q4 2023
|
Orion Capital Management LLC
|
BUY
|
- |
250+ 18.74% |
$131K - $155K
|
1.58K
$1.3M
|
|
|
Mar 01, 2024
Q4 2023
|
A.P. Gilfoyle & Co., L.P.
San Francisco, CA |
BUY
|
- |
250New |
$131K - $155K
|
250
$205K
|
|
|
Jan 22, 2024
Q4 2023
|
Financial Management Network Inc
|
BUY
|
- |
249+ 30.07% |
$131K - $154K
|
1.08K
$885K
|
|
|
Feb 09, 2024
Q4 2023
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
249+ 15.83% |
$131K - $154K
|
1.82K
$1.5M
|
|
|
Mar 13, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
249+ 8.95% |
$131K - $154K
|
3.03K
$2.49M
|
|
|
Feb 01, 2024
Q4 2023
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
248+ 1.14% |
$130K - $154K
|
21.9K
$18M
|
|
|
Feb 05, 2024
Q4 2023
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
247+ 8.9% |
$130K - $153K
|
3.02K
$2.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
247+ 39.71% |
$130K - $153K
|
869
$714K
|
|
|
Feb 09, 2024
Q4 2023
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
247+ 2.81% |
$130K - $153K
|
9.05K
$7.43M
|
|
|
Jan 10, 2024
Q4 2023
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
246+ 5.73% |
$129K - $152K
|
4.54K
$3.73M
|
|
|
Jan 26, 2024
Q4 2023
|
Seelaus Asset Management LLC
|
BUY
|
- |
245+ 37.93% |
$129K - $152K
|
891
$732K
|
|
|
Jan 24, 2024
Q4 2023
|
Quilter PLC
|
BUY
|
- |
244+ 4.57% |
$128K - $151K
|
5.59K
$4.59M
|
|
|
Feb 02, 2024
Q4 2023
|
State Of New Jersey Common Pension Fund D
|
BUY
|
- |
242+ 0.05% |
$127K - $150K
|
459K
$377M
|
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
241+ 2.33% |
$127K - $149K
|
10.6K
$8.68M
|
|
|
Feb 12, 2024
Q4 2023
|
Zions Bancorporation, N.A.
|
BUY
|
- |
241+ 2.72% |
$127K - $149K
|
9.12K
$7.49M
|
|
|
Jan 19, 2024
Q4 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
237+ 5.24% |
$124K - $147K
|
4.76K
$3.91M
|
|
|
Jan 26, 2024
Q4 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
237+ 14.92% |
$124K - $147K
|
1.83K
$1.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
237+ 26.54% |
$124K - $147K
|
1.13K
$928K
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
237+ 7.47% |
$124K - $147K
|
3.41K
$2.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
BUY
|
- |
235+ 29.12% |
$123K - $145K
|
1.04K
$856K
|
|
|
Feb 06, 2024
Q4 2023
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
235+ 2.77% |
$123K - $145K
|
8.72K
$7.16M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
233+ 4.41% |
$122K - $144K
|
5.52K
$4.54M
|