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
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
86+ 17.77% |
$45.2K - $53.2K
|
570
$449K
|
|
|
Feb 06, 2024
Q4 2023
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
85+ 1.98% |
$44.6K - $52.6K
|
4.37K
$3.44M
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
85+ 1.28% |
$44.6K - $52.6K
|
6.73K
$5.29M
|
|
|
Feb 13, 2024
Q4 2023
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
85+ 14.41% |
$44.6K - $52.6K
|
675
$531K
|
|
|
Jan 19, 2024
Q4 2023
|
Strategic Advisors LLC
|
BUY
|
- |
84+ 7.34% |
$44.1K - $52K
|
1.23K
$966K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
84+ 27.72% |
$44.1K - $52K
|
387
$305K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
84+ 5.58% |
$44.1K - $52K
|
1.59K
$1.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
83+ 23.65% |
$43.6K - $51.4K
|
434
$342K
|
|
|
May 28, 2025
Q4 2023
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
83+ 2.17% |
$43.6K - $51.4K
|
3.91K
$3.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
81+ 2.55% |
$42.5K - $50.1K
|
3.25K
$2.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
81New |
$42.5K - $50.1K
|
81
$63.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
80+ 0.46% |
$42K - $49.5K
|
17.4K
$13.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
80+ 11.05% |
$42K - $49.5K
|
804
$633K
|
|
|
Feb 12, 2024
Q4 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
80+ 0.47% |
$42K - $49.5K
|
17.1K
$13.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
78+ 0.72% |
$41K - $48.3K
|
10.9K
$8.6M
|
|
|
Feb 01, 2024
Q4 2023
|
Monument Capital Management
|
BUY
|
- |
78+ 2.79% |
$41K - $48.3K
|
2.88K
$2.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Vera Bank, N.A.
|
BUY
|
- |
78+ 2.08% |
$41K - $48.3K
|
3.83K
$3.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
78+ 0.36% |
$41K - $48.3K
|
21.9K
$17.3M
|
|
|
Nov 13, 2024
Q4 2023
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
78+ 0.36% |
$41K - $48.3K
|
21.9K
$17.3M
|
|
|
Jan 26, 2024
Q4 2023
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
77+ 0.12% |
$40.4K - $47.7K
|
65.1K
$51.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
77+ 75.49% |
$40.4K - $47.7K
|
179
$141K
|
|
|
Jan 29, 2024
Q4 2023
|
Ifg Advisors, LLC
|
BUY
|
- |
76+ 11.62% |
$39.9K - $47.1K
|
730
$574K
|
|
|
Jan 31, 2024
Q4 2023
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
76+ 14.07% |
$39.9K - $47.1K
|
616
$485K
|
|
|
Jan 26, 2024
Q4 2023
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
75New |
$39.4K - $46.4K
|
75
$59K
|
|
|
Feb 14, 2024
Q4 2023
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
75+ 0.75% |
$39.4K - $46.4K
|
10.1K
$7.93M
|
|
|
Jan 19, 2024
Q4 2023
|
Chatham Capital Group, Inc.
|
BUY
|
- |
74+ 0.93% |
$38.9K - $45.8K
|
8.05K
$6.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Parnassus Investments, LLC
|
BUY
|
- |
74+ 5.43% |
$38.9K - $45.8K
|
1.44K
$1.13M
|
|
|
Mar 04, 2024
Q4 2023
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
74New |
$38.9K - $45.8K
|
74
$58.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
BUY
|
- |
73+ 1.76% |
$38.3K - $45.2K
|
4.21K
$3.31M
|
|
|
Jan 22, 2024
Q4 2023
|
Veracity Capital LLC
|
BUY
|
- |
72+ 2.3% |
$37.8K - $44.6K
|
3.2K
$2.51M
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
72+ 2.3% |
$37.8K - $44.6K
|
3.2K
$2.52M
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
72+ 1.48% |
$37.8K - $44.6K
|
4.94K
$3.88M
|
|
|
Jan 18, 2024
Q4 2023
|
Austin Private Wealth, LLC
|
BUY
|
- |
71+ 13.0% |
$37.3K - $44K
|
617
$486K
|
|
|
Jan 23, 2024
Q4 2023
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
71+ 2.49% |
$37.3K - $44K
|
2.92K
$2.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Diversified, LLC
|
BUY
|
- |
71+ 7.98% |
$37.3K - $44K
|
961
$756K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
71+ 0.28% |
$37.3K - $44K
|
25.2K
$19.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
70+ 18.47% |
$36.8K - $43.3K
|
449
$353K
|
|
|
Jan 17, 2024
Q4 2023
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
70+ 57.38% |
$36.8K - $43.3K
|
192
$151K
|
|
|
Jan 31, 2024
Q4 2023
|
Kellett Schaffner Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
70+ 5.38% |
$36.8K - $43.3K
|
1.37K
$1.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
70+ 4.94% |
$36.8K - $43.3K
|
1.49K
$1.17M
|
|
|
Jan 23, 2024
Q4 2023
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
69+ 1.91% |
$36.2K - $42.7K
|
3.67K
$2.89M
|
|
|
Jan 26, 2024
Q4 2023
|
Aspiriant, LLC
|
BUY
|
- |
69+ 10.78% |
$36.2K - $42.7K
|
709
$558K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
69+ 1.54% |
$36.2K - $42.7K
|
4.54K
$3.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
69+ 1.8% |
$36.2K - $42.7K
|
3.9K
$3.07M
|
|
|
Feb 15, 2024
Q4 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
69+ 7.36% |
$36.2K - $42.7K
|
1.01K
$792K
|
|
|
Jan 22, 2024
Q4 2023
|
Bellecapital International Ltd.
|
BUY
|
- |
68+ 1.81% |
$35.7K - $42.1K
|
3.82K
$3M
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
68+ 3.02% |
$35.7K - $42.1K
|
2.32K
$1.83M
|
|
|
Feb 08, 2024
Q4 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
67+ 1.7% |
$35.2K - $41.5K
|
4.02K
$3.16M
|
|
|
Feb 27, 2024
Q4 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
67+ 17.36% |
$35.2K - $41.5K
|
453
$356K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
66+ 5.3% |
$34.7K - $40.9K
|
1.31K
$1.03M
|