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
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
105+ 9.45% |
$55.1K - $65K
|
1.22K
$999K
|
|
|
Feb 09, 2024
Q4 2023
|
Plancorp, LLC
|
BUY
|
- |
105+ 0.87% |
$55.1K - $65K
|
12.2K
$10M
|
|
|
Apr 03, 2024
Q4 2023
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
104New |
$54.6K - $64.4K
|
104
$85.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
103+ 1.9% |
$54.1K - $63.8K
|
5.51K
$4.53M
|
|
|
Jan 30, 2024
Q4 2023
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
103+ 3.4% |
$54.1K - $63.8K
|
3.13K
$2.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
103+ 20.6% |
$54.1K - $63.8K
|
603
$495K
|
|
|
Jan 17, 2024
Q4 2023
|
Kingdom Financial Group Llc.
Peoria, AZ |
BUY
|
- |
102+ 21.75% |
$53.6K - $63.2K
|
571
$469K
|
|
|
Jan 12, 2024
Q4 2023
|
Atwood & Palmer Inc
|
BUY
|
- |
102+ 25.82% |
$53.6K - $63.2K
|
497
$408K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
102+ 15.07% |
$53.6K - $63.2K
|
779
$640K
|
|
|
Feb 02, 2024
Q4 2023
|
Heritage Financial Services, LLC
|
BUY
|
- |
101+ 5.88% |
$53K - $62.5K
|
1.82K
$1.49M
|
|
|
Jan 25, 2024
Q4 2023
|
Fortem Financial Group, LLC
|
BUY
|
- |
100+ 6.02% |
$52.5K - $61.9K
|
1.76K
$1.45M
|
|
|
Feb 01, 2024
Q4 2023
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
100+ 7.47% |
$52.5K - $61.9K
|
1.44K
$1.18M
|
|
|
Feb 01, 2024
Q4 2023
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
100+ 5.18% |
$52.5K - $61.9K
|
2.03K
$1.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Newman Dignan & Sheerar, Inc.
|
BUY
|
- |
100+ 7.25% |
$52.5K - $61.9K
|
1.48K
$1.22M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
100New |
$52.5K - $61.9K
|
100
$82.1K
|
|
|
Jan 08, 2024
Q4 2023
|
Guardian Financial Partners, LLC
|
BUY
|
- |
99+ 19.8% |
$52K - $61.3K
|
599
$492K
|
|
|
Feb 09, 2024
Q4 2023
|
Hoyle Cohen, LLC
|
BUY
|
- |
99+ 1.83% |
$52K - $61.3K
|
5.52K
$4.53M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
99+ 0.17% |
$52K - $61.3K
|
58.6K
$48.1M
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
99New |
$52K - $61.3K
|
99
$81.3K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
99+ 11.3% |
$52K - $61.3K
|
975
$801K
|
|
|
Jan 16, 2024
Q4 2023
|
Bill Few Associates, Inc.
|
BUY
|
- |
98+ 4.87% |
$51.5K - $60.7K
|
2.11K
$1.73M
|
|
|
Feb 05, 2024
Q4 2023
|
Parthenon LLC
|
BUY
|
- |
98+ 1.73% |
$51.5K - $60.7K
|
5.77K
$4.74M
|
|
|
Jan 22, 2024
Q4 2023
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
97+ 4.78% |
$50.9K - $60.1K
|
2.13K
$1.75M
|
|
|
Jan 22, 2024
Q4 2023
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
96+ 6.96% |
$50.4K - $59.4K
|
1.48K
$1.21M
|
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
BUY
|
- |
96+ 1.7% |
$50.4K - $59.4K
|
5.73K
$4.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Cavalier Investments, LLC
|
BUY
|
- |
96+ 2.47% |
$50.4K - $59.4K
|
3.98K
$3.27M
|
|
|
Jan 18, 2024
Q4 2023
|
Successful Portfolios LLC
|
BUY
|
- |
95+ 7.83% |
$49.9K - $58.8K
|
1.31K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
94+ 0.4% |
$49.4K - $58.2K
|
23.5K
$19.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
93+ 10.89% |
$48.8K - $57.6K
|
947
$778K
|
|
|
Feb 07, 2024
Q4 2023
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
93+ 5.9% |
$48.8K - $57.6K
|
1.67K
$1.37M
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
91+ 1.07% |
$47.8K - $56.3K
|
8.63K
$7.09M
|
|
|
Jan 05, 2024
Q4 2023
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
90New |
$47.3K - $55.7K
|
90
$73.9K
|
|
|
Jan 24, 2024
Q4 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
90+ 60.4% |
$47.3K - $55.7K
|
239
$196K
|
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
BUY
|
- |
90+ 4.78% |
$47.3K - $55.7K
|
1.97K
$1.62M
|
|
|
Jan 30, 2024
Q4 2023
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
90+ 7.62% |
$47.3K - $55.7K
|
1.27K
$1.04M
|
|
|
Feb 05, 2024
Q4 2023
|
Duff & Phelps Investment Management CO
Chicago, IL |
BUY
|
- |
90+ 1.02% |
$47.3K - $55.7K
|
8.9K
$7.31M
|
|
|
Feb 12, 2024
Q4 2023
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
90+ 4.03% |
$47.3K - $55.7K
|
2.32K
$1.91M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
90+ 3.15% |
$47.3K - $55.7K
|
2.95K
$2.42M
|
|
|
Feb 13, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
90+ 12.61% |
$47.3K - $55.7K
|
804
$660K
|
|
|
Feb 14, 2024
Q4 2023
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
90+ 14.42% |
$47.3K - $55.7K
|
714
$587K
|
|
|
Jan 12, 2024
Q4 2023
|
Sweet Financial Partners, LLC
|
BUY
|
- |
89+ 1.89% |
$46.7K - $55.1K
|
4.8K
$3.94M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
89+ 0.73% |
$46.7K - $55.1K
|
12.2K
$10M
|
|
|
Jun 26, 2024
Q4 2023
|
Old Port Advisors
|
BUY
|
- |
89+ 7.61% |
$46.7K - $55.1K
|
1.26K
$1.03M
|
|
|
Jan 12, 2024
Q4 2023
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
88+ 1.52% |
$46.2K - $54.5K
|
5.86K
$4.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
88+ 14.5% |
$46.2K - $54.5K
|
695
$571K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
88+ 3.44% |
$46.2K - $54.5K
|
2.65K
$2.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
86+ 17.77% |
$45.2K - $53.2K
|
570
$468K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
85+ 1.98% |
$44.6K - $52.6K
|
4.37K
$3.59M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
85+ 1.28% |
$44.6K - $52.6K
|
6.73K
$5.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
85+ 14.41% |
$44.6K - $52.6K
|
675
$554K
|