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 24, 2024
Q4 2023
|
Jacobsen Capital Management
|
BUY
|
- |
187+ 19.85% |
$98.2K - $116K
|
1.13K
$888K
|
|
|
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
$939K
|
|
|
Feb 08, 2024
Q4 2023
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
183+ 1.32% |
$96.1K - $113K
|
14K
$11M
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
181+ 5.24% |
$95.1K - $112K
|
3.63K
$2.86M
|
|
|
Feb 12, 2024
Q4 2023
|
Truepoint, Inc.
|
BUY
|
- |
181+ 17.08% |
$95.1K - $112K
|
1.24K
$977K
|
|
|
Jan 17, 2024
Q4 2023
|
Jvl Associates LLC
|
BUY
|
- |
180+ 44.12% |
$94.5K - $111K
|
588
$463K
|
|
|
Feb 14, 2024
Q4 2023
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
180+ 12.14% |
$94.5K - $111K
|
1.66K
$1.31M
|
|
|
Feb 21, 2024
Q4 2023
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
180+ 20.52% |
$94.5K - $111K
|
1.06K
$832K
|
|
|
Jan 11, 2024
Q4 2023
|
Thomasville National Bank
|
BUY
|
- |
179+ 4.07% |
$94K - $111K
|
4.57K
$3.6M
|
|
|
Jan 12, 2024
Q4 2023
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
177+ 34.77% |
$93K - $110K
|
686
$540K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
177+ 3.54% |
$93K - $110K
|
5.18K
$4.07M
|
|
|
Feb 13, 2024
Q4 2023
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
177+ 30.15% |
$93K - $110K
|
764
$601K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
176+ 5.73% |
$92.4K - $109K
|
3.25K
$2.56M
|
|
|
Jan 23, 2024
Q4 2023
|
Leavell Investment Management, Inc.
|
BUY
|
- |
176+ 3.17% |
$92.4K - $109K
|
5.73K
$4.51M
|
|
|
Feb 08, 2024
Q4 2023
|
North Rock Partners, LLC
|
BUY
|
- |
176+ 3.4% |
$92.4K - $109K
|
5.35K
$4.21M
|
|
|
Jan 16, 2024
Q4 2023
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
175+ 5.38% |
$91.9K - $108K
|
3.43K
$2.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
175+ 36.92% |
$91.9K - $108K
|
649
$511K
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
BUY
|
- |
175+ 8.94% |
$91.9K - $108K
|
2.13K
$1.68M
|
|
|
Jan 04, 2024
Q4 2023
|
Hwg Holdings LP
Houston, TX |
BUY
|
- |
174+ 3.87% |
$91.4K - $108K
|
4.67K
$3.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
174New |
$91.4K - $108K
|
174
$137K
|
|
|
Jan 09, 2024
Q4 2023
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
173+ 1.65% |
$90.9K - $107K
|
10.7K
$8.38M
|
|
|
Feb 07, 2024
Q4 2023
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
172+ 5.28% |
$90.3K - $106K
|
3.43K
$2.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Moody Lynn & Lieberson, LLC
|
BUY
|
- |
171+ 0.19% |
$89.8K - $106K
|
90.9K
$71.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
171New |
$89.8K - $106K
|
171
$135K
|
|
|
Jan 05, 2024
Q4 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
170+ 32.63% |
$89.3K - $105K
|
691
$544K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
BUY
|
- |
170+ 1.29% |
$89.3K - $105K
|
13.4K
$10.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
168+ 5.5% |
$88.2K - $104K
|
3.22K
$2.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
165+ 2.4% |
$86.7K - $102K
|
7.03K
$5.53M
|
|
|
Feb 15, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
BUY
|
- |
164+ 2.68% |
$86.1K - $102K
|
6.27K
$4.94M
|
|
|
Feb 05, 2024
Q4 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
163+ 3.1% |
$85.6K - $101K
|
5.42K
$4.26M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
162+ 0.62% |
$85.1K - $100K
|
26.4K
$20.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Renasant Bank
|
BUY
|
- |
160+ 7.92% |
$84K - $99.1K
|
2.18K
$1.72M
|
|
|
Jan 08, 2024
Q4 2023
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
159+ 2.76% |
$83.5K - $98.4K
|
5.93K
$4.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
159+ 35.02% |
$83.5K - $98.4K
|
613
$482K
|
|
|
Feb 06, 2024
Q4 2023
|
Centric Wealth Management
|
BUY
|
- |
156+ 1.17% |
$81.9K - $96.6K
|
13.5K
$10.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Tortoise Investment Management, LLC
|
BUY
|
- |
156+ 9.23% |
$81.9K - $96.6K
|
1.85K
$1.45M
|
|
|
Jan 10, 2024
Q4 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
155+ 6.04% |
$81.4K - $96K
|
2.72K
$2.14M
|
|
|
Jan 23, 2024
Q4 2023
|
North Point Portfolio Managers Corp
|
BUY
|
- |
154+ 29.33% |
$80.9K - $95.3K
|
679
$534K
|
|
|
Feb 06, 2024
Q4 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
154+ 5.34% |
$80.9K - $95.3K
|
3.04K
$2.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
154+ 5.8% |
$80.9K - $95.3K
|
2.81K
$2.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
153+ 8.19% |
$80.4K - $94.7K
|
2.02K
$1.59M
|
|
|
Jan 29, 2024
Q4 2023
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
152+ 28.84% |
$79.8K - $94.1K
|
679
$534K
|
|
|
Jan 19, 2024
Q4 2023
|
Blb&B Advisors, LLC
|
BUY
|
- |
150+ 5.62% |
$78.8K - $92.9K
|
2.82K
$2.22M
|
|
|
Feb 13, 2024
Q4 2023
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
150New |
$78.8K - $92.9K
|
150
$118K
|
|
|
Jan 11, 2024
Q4 2023
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
147+ 7.89% |
$77.2K - $91K
|
2.01K
$1.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
147+ 5.11% |
$77.2K - $91K
|
3.02K
$2.38M
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
145+ 14.54% |
$76.2K - $89.8K
|
1.14K
$899K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
145+ 15.47% |
$76.2K - $89.8K
|
1.08K
$851K
|
|
|
Feb 14, 2024
Q4 2023
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
145+ 8.13% |
$76.2K - $89.8K
|
1.93K
$1.52M
|
|
|
Jan 11, 2024
Q4 2023
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
144+ 27.69% |
$75.6K - $89.2K
|
664
$523K
|