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 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
141New |
$74.1K - $87.3K
|
141
$116K
|
|
|
Feb 06, 2024
Q4 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
140+ 29.66% |
$73.5K - $86.7K
|
612
$503K
|
|
|
Feb 14, 2024
Q4 2023
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
139+ 32.55% |
$73K - $86.1K
|
566
$465K
|
|
|
Feb 13, 2024
Q4 2023
|
Mitchell Capital Management CO
|
BUY
|
- |
138+ 1.11% |
$72.5K - $85.4K
|
12.6K
$10.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
BUY
|
- |
137+ 28.84% |
$72K - $84.8K
|
612
$503K
|
|
|
Feb 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
136+ 81.44% |
$71.4K - $84.2K
|
303
$249K
|
|
|
Jan 26, 2024
Q4 2023
|
Stiles Financial Services Inc
|
BUY
|
- |
135+ 4.31% |
$70.9K - $83.6K
|
3.26K
$2.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Convergence Investment Partners, LLC
|
BUY
|
- |
135+ 9.51% |
$70.9K - $83.6K
|
1.55K
$1.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
135New |
$70.9K - $83.6K
|
135
$111K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
135New |
$70.9K - $83.6K
|
135
$111K
|
|
|
Jan 29, 2024
Q4 2023
|
Costello Asset Management, Inc
|
BUY
|
- |
134+ 4.85% |
$70.4K - $83K
|
2.9K
$2.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Drexel Morgan & Co.
Radnor, PA |
BUY
|
- |
134+ 6.7% |
$70.4K - $83K
|
2.13K
$1.75M
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
133+ 4.51% |
$69.9K - $82.3K
|
3.08K
$2.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Alps Advisors Inc
Denver, CO |
BUY
|
- |
133+ 0.4% |
$69.9K - $82.3K
|
33.4K
$27.5M
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
133+ 5.48% |
$69.9K - $82.3K
|
2.56K
$2.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
132+ 0.2% |
$69.3K - $81.7K
|
66.1K
$54.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
131+ 2.88% |
$68.8K - $81.1K
|
4.68K
$3.84M
|
|
|
Mar 01, 2024
Q4 2023
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
131New |
$68.8K - $81.1K
|
131
$108K
|
|
|
Jan 10, 2024
Q4 2023
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
130+ 9.15% |
$68.3K - $80.5K
|
1.55K
$1.27M
|
|
|
Jan 24, 2024
Q4 2023
|
Boston Trust Walden Corp
|
BUY
|
- |
130+ 3.72% |
$68.3K - $80.5K
|
3.63K
$2.98M
|
|
|
Jan 31, 2024
Q4 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
129+ 2.07% |
$67.7K - $79.9K
|
6.36K
$5.22M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
129New |
$67.7K - $79.9K
|
129
$106K
|
|
|
Mar 19, 2024
Q4 2023
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
129+ 15.45% |
$67.7K - $79.9K
|
964
$792K
|
|
|
Jan 11, 2024
Q4 2023
|
Asio Capital, LLC
|
BUY
|
- |
125+ 12.12% |
$65.6K - $77.4K
|
1.16K
$950K
|
|
|
Jan 24, 2024
Q4 2023
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
125+ 2.37% |
$65.6K - $77.4K
|
5.41K
$4.44M
|
|
|
Feb 09, 2024
Q4 2023
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
125+ 31.65% |
$65.6K - $77.4K
|
520
$427K
|
|
|
Feb 06, 2024
Q4 2023
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
124+ 6.47% |
$65.1K - $76.8K
|
2.04K
$1.68M
|
|
|
Jan 24, 2024
Q4 2023
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
123+ 17.65% |
$64.6K - $76.2K
|
820
$674K
|
|
|
Feb 12, 2024
Q4 2023
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
123+ 11.59% |
$64.6K - $76.2K
|
1.18K
$973K
|
|
|
Aug 13, 2024
Q4 2023
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
120+ 38.71% |
$63K - $74.3K
|
430
$353K
|
|
|
Jan 25, 2024
Q4 2023
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
119+ 0.26% |
$62.5K - $73.7K
|
46.2K
$37.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
119New |
$62.5K - $73.7K
|
119
$97.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
118+ 20.21% |
$62K - $73.1K
|
702
$577K
|
|
|
Jan 19, 2024
Q4 2023
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
117+ 10.78% |
$61.4K - $72.4K
|
1.2K
$987K
|
|
|
Feb 06, 2024
Q4 2023
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
117+ 8.39% |
$61.4K - $72.4K
|
1.51K
$1.24M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
116+ 4.1% |
$60.9K - $71.8K
|
2.94K
$2.42M
|
|
|
Feb 08, 2024
Q4 2023
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
116+ 3.52% |
$60.9K - $71.8K
|
3.42K
$2.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
115+ 10.03% |
$60.4K - $71.2K
|
1.26K
$1.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
110+ 61.45% |
$57.8K - $68.1K
|
289
$237K
|
|
|
Feb 08, 2024
Q4 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
110+ 1.05% |
$57.8K - $68.1K
|
10.6K
$8.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
110+ 1.42% |
$57.8K - $68.1K
|
7.87K
$6.47M
|
|
|
Jan 09, 2024
Q4 2023
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
108+ 11.42% |
$56.7K - $66.9K
|
1.05K
$866K
|
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
BUY
|
- |
108+ 0.23% |
$56.7K - $66.9K
|
48.1K
$39.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Forte Capital LLC
|
BUY
|
- |
108+ 7.05% |
$56.7K - $66.9K
|
1.64K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
American Money Management, LLC
|
BUY
|
- |
107+ 2.3% |
$56.2K - $66.2K
|
4.75K
$3.9M
|
|
|
Jan 28, 2025
Q4 2023
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
107+ 11.69% |
$56.2K - $66.2K
|
1.02K
$840K
|
|
|
Feb 09, 2024
Q4 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
106+ 0.46% |
$55.7K - $65.6K
|
23.2K
$19M
|
|
|
Feb 14, 2024
Q4 2023
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
106+ 11.91% |
$55.7K - $65.6K
|
996
$818K
|
|
|
Jan 09, 2024
Q4 2023
|
David J Yvars Group
|
BUY
|
- |
105+ 13.11% |
$55.1K - $65K
|
906
$744K
|
|
|
Jan 19, 2024
Q4 2023
|
Griffin Asset Management, Inc.
|
BUY
|
- |
105+ 19.13% |
$55.1K - $65K
|
654
$537K
|