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 14, 2024
Q4 2023
|
Wetherby Asset Management Inc
San Francisco, CA |
BUY
|
- |
233+ 0.89% |
$122K - $144K
|
26.5K
$21.8M
|
|
|
Mar 22, 2024
Q4 2023
|
Livelsberger Financial Advisory
Ashland, OH |
BUY
|
- |
232New |
$122K - $144K
|
232
$191K
|
|
|
Jan 11, 2024
Q4 2023
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
231+ 0.52% |
$121K - $143K
|
44.6K
$36.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
231+ 13.24% |
$121K - $143K
|
1.98K
$1.62M
|
|
|
Feb 06, 2024
Q4 2023
|
Palisade Asset Management, LLC
|
BUY
|
- |
229+ 1.02% |
$120K - $142K
|
22.7K
$18.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Hardy Reed LLC
|
BUY
|
- |
227+ 56.75% |
$119K - $141K
|
627
$515K
|
|
|
Feb 06, 2024
Q4 2023
|
Simmons Bank
|
BUY
|
- |
227+ 2.92% |
$119K - $141K
|
8.01K
$6.58M
|
|
|
Jan 11, 2024
Q4 2023
|
Avity Investment Management Inc.
|
BUY
|
- |
225+ 21.63% |
$118K - $139K
|
1.27K
$1.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
BUY
|
- |
225+ 33.43% |
$118K - $139K
|
898
$738K
|
|
|
Jan 31, 2024
Q4 2023
|
Annapolis Financial Services, LLC
|
BUY
|
- |
225+ 42.13% |
$118K - $139K
|
759
$623K
|
|
|
Feb 09, 2024
Q4 2023
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
225+ 6.0% |
$118K - $139K
|
3.97K
$3.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
225+ 9.93% |
$118K - $139K
|
2.49K
$2.05M
|
|
|
Jan 30, 2024
Q4 2023
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
223+ 43.64% |
$117K - $138K
|
734
$603K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
222+ 14.62% |
$117K - $137K
|
1.74K
$1.43M
|
|
|
Jan 09, 2024
Q4 2023
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
220+ 26.93% |
$116K - $136K
|
1.04K
$852K
|
|
|
Feb 05, 2024
Q4 2023
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
219New |
$115K - $136K
|
219
$180K
|
|
|
Jan 26, 2024
Q4 2023
|
Gw Henssler & Associates LTD
|
BUY
|
- |
215+ 29.9% |
$113K - $133K
|
934
$767K
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Wealth Management, LLC
|
BUY
|
- |
211+ 30.85% |
$111K - $131K
|
895
$735K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
210New |
$110K - $130K
|
210
$173K
|
|
|
Feb 13, 2024
Q4 2023
|
Cornerstone Advisory, LLC
|
BUY
|
- |
209+ 12.07% |
$110K - $129K
|
1.94K
$1.59M
|
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
209+ 2.62% |
$110K - $129K
|
8.2K
$6.74M
|
|
|
Jan 24, 2024
Q4 2023
|
Arvest Trust CO N A
Rogers, AR |
BUY
|
- |
207+ 48.36% |
$109K - $128K
|
635
$522K
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
207+ 11.56% |
$109K - $128K
|
2K
$1.64M
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
BUY
|
- |
202+ 0.88% |
$106K - $125K
|
23.3K
$19.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
202+ 15.33% |
$106K - $125K
|
1.52K
$1.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Krs Capital Management, LLC
|
BUY
|
- |
201+ 4.2% |
$106K - $124K
|
4.99K
$4.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
200+ 31.85% |
$105K - $124K
|
828
$680K
|
|
|
Feb 07, 2024
Q4 2023
|
Patton Albertson Miller Group, LLC
|
BUY
|
- |
200+ 32.1% |
$105K - $124K
|
823
$676K
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Advisers LTD
|
BUY
|
- |
200+ 9.52% |
$105K - $124K
|
2.3K
$1.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
200+ 7.69% |
$105K - $124K
|
2.8K
$2.3M
|
|
|
Mar 04, 2024
Q4 2023
|
Fortis Group Advisors, LLC
Westwood, NJ |
BUY
|
- |
200+ 100.0% |
$105K - $124K
|
400
$329K
|
|
|
Feb 08, 2024
Q4 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
199+ 5.45% |
$105K - $123K
|
3.85K
$3.16M
|
|
|
Jan 11, 2024
Q4 2023
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
198+ 12.41% |
$104K - $123K
|
1.79K
$1.47M
|
|
|
Jan 18, 2024
Q4 2023
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
196+ 11.12% |
$103K - $121K
|
1.96K
$1.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
196+ 18.88% |
$103K - $121K
|
1.23K
$1.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
195+ 1.45% |
$102K - $121K
|
13.6K
$11.2M
|
|
|
Mar 01, 2024
Q4 2023
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
195New |
$102K - $121K
|
195
$160K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
194+ 4.86% |
$102K - $120K
|
4.18K
$3.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
194+ 10.1% |
$102K - $120K
|
2.12K
$1.74M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
193+ 1.98% |
$101K - $119K
|
9.92K
$8.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
BUY
|
- |
193+ 2.31% |
$101K - $119K
|
8.56K
$7.03M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
192+ 102.13% |
$101K - $119K
|
380
$312K
|
|
|
Feb 09, 2024
Q4 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
190+ 3.28% |
$99.8K - $118K
|
5.99K
$4.92M
|
|
|
Jan 11, 2024
Q4 2023
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
189+ 4.78% |
$99.3K - $117K
|
4.15K
$3.41M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Connections Group, Inc.
|
BUY
|
- |
188New |
$98.7K - $116K
|
188
$154K
|
|
|
Feb 13, 2024
Q4 2023
|
Old Point Trust & Financial Services N A
|
BUY
|
- |
188New |
$98.7K - $116K
|
188
$154K
|
|
|
Jan 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
BUY
|
- |
187+ 19.85% |
$98.2K - $116K
|
1.13K
$927K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
185+ 18.35% |
$97.2K - $115K
|
1.19K
$980K
|
|
|
Feb 08, 2024
Q4 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
183+ 1.32% |
$96.1K - $113K
|
14K
$11.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
181+ 5.24% |
$95.1K - $112K
|
3.63K
$2.98M
|