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 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
61+ 11.82% |
$32K - $37.8K
|
577
$449K
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
61New |
$32K - $37.8K
|
61
$47.5K
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
60+ 7.28% |
$31.5K - $37.1K
|
884
$688K
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
60+ 6.62% |
$31.5K - $37.1K
|
966
$752K
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
60+ 6.7% |
$31.5K - $37.1K
|
955
$744K
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
60+ 3.02% |
$31.5K - $37.1K
|
2.05K
$1.6M
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
60+ 4.94% |
$31.5K - $37.1K
|
1.27K
$992K
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
60+ 0.83% |
$31.5K - $37.1K
|
7.28K
$5.67M
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
60+ 3.47% |
$31.5K - $37.1K
|
1.79K
$1.39M
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
60+ 6.16% |
$31.5K - $37.1K
|
1.03K
$805K
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
58+ 95.08% |
$30.5K - $35.9K
|
119
$92.7K
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
57+ 5.68% |
$29.9K - $35.3K
|
1.06K
$825K
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
57+ 1.46% |
$29.9K - $35.3K
|
3.97K
$3.09M
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
56+ 3.15% |
$29.4K - $34.7K
|
1.83K
$1.43M
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
56+ 4.58% |
$29.4K - $34.7K
|
1.28K
$996K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
55+ 0.91% |
$28.9K - $34.1K
|
6.09K
$4.74M
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
55+ 3.0% |
$28.9K - $34.1K
|
1.89K
$1.47M
|
|
Mar 05, 2024
Q4 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
55+ 5.41% |
$28.9K - $34.1K
|
1.07K
$834K
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
54+ 7.81% |
$28.4K - $33.4K
|
745
$580K
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
53+ 1.53% |
$27.8K - $32.8K
|
3.51K
$2.73M
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
53+ 3.81% |
$27.8K - $32.8K
|
1.44K
$1.12M
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
53+ 12.99% |
$27.8K - $32.8K
|
461
$359K
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
53+ 1.59% |
$27.8K - $32.8K
|
3.38K
$2.63M
|
|
Jan 19, 2024
Q4 2023
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
52+ 8.87% |
$27.3K - $32.2K
|
638
$497K
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
52+ 0.5% |
$27.3K - $32.2K
|
10.5K
$8.15M
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
52+ 1.65% |
$27.3K - $32.2K
|
3.2K
$2.49M
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
51+ 8.67% |
$26.8K - $31.6K
|
639
$498K
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
50+ 3.11% |
$26.3K - $31K
|
1.66K
$1.29M
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
50+ 7.28% |
$26.3K - $31K
|
737
$574K
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
50+ 1.56% |
$26.3K - $31K
|
3.25K
$2.53M
|
|
Jan 24, 2024
Q4 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
50+ 1.3% |
$26.3K - $31K
|
3.89K
$3.03M
|
|
Feb 05, 2024
Q4 2023
|
Wedgewood Investors Inc
|
BUY
|
- |
50+ 5.89% |
$26.3K - $31K
|
899
$700K
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
50+ 10.1% |
$26.3K - $31K
|
545
$424K
|
|
Feb 06, 2024
Q4 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
50+ 6.97% |
$26.3K - $31K
|
767
$597K
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
50New |
$26.3K - $31K
|
50
$38.9K
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
49+ 2.44% |
$25.7K - $30.3K
|
2.06K
$1.6M
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
49+ 2.69% |
$25.7K - $30.3K
|
1.87K
$1.46M
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
BUY
|
- |
49+ 3.72% |
$25.7K - $30.3K
|
1.37K
$1.06M
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
49+ 19.52% |
$25.7K - $30.3K
|
300
$234K
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
48+ 1.83% |
$25.2K - $29.7K
|
2.67K
$2.08M
|
|
Feb 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
48+ 1.51% |
$25.2K - $29.7K
|
3.23K
$2.51M
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
47+ 6.94% |
$24.7K - $29.1K
|
724
$564K
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
47+ 3.18% |
$24.7K - $29.1K
|
1.52K
$1.19M
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
45+ 6.01% |
$23.6K - $27.9K
|
794
$618K
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
45+ 2.6% |
$23.6K - $27.9K
|
1.78K
$1.38M
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
45+ 4.49% |
$23.6K - $27.9K
|
1.05K
$816K
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
45+ 4.73% |
$23.6K - $27.9K
|
996
$776K
|
|
Jan 30, 2024
Q4 2023
|
Lipe & Dalton
|
BUY
|
- |
45New |
$23.6K - $27.9K
|
45
$35K
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
45+ 11.25% |
$23.6K - $27.9K
|
445
$346K
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
44+ 3.24% |
$23.1K - $27.2K
|
1.4K
$1.09M
|