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 02, 2024
Q4 2023
|
Nadler Financial Group, Inc.
|
BUY
|
- |
65+ 2.75% |
$34.1K - $40.2K
|
2.43K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
65+ 6.97% |
$34.1K - $40.2K
|
998
$820K
|
|
|
Feb 13, 2024
Q4 2023
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
64New |
$33.6K - $39.6K
|
64
$52.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
64+ 7.21% |
$33.6K - $39.6K
|
952
$782K
|
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
64+ 6.26% |
$33.6K - $39.6K
|
1.09K
$893K
|
|
|
Jan 12, 2024
Q4 2023
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
63+ 4.26% |
$33.1K - $39K
|
1.54K
$1.27M
|
|
|
Jan 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
63+ 12.65% |
$33.1K - $39K
|
561
$461K
|
|
|
Jan 30, 2024
Q4 2023
|
Buffington Mohr Mc Neal
|
BUY
|
- |
63+ 2.14% |
$33.1K - $39K
|
3K
$2.47M
|
|
|
Jan 22, 2024
Q4 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
62+ 2.01% |
$32.6K - $38.4K
|
3.14K
$2.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
61+ 11.82% |
$32K - $37.8K
|
577
$474K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
61New |
$32K - $37.8K
|
61
$50.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Accel Wealth Management
|
BUY
|
- |
60+ 7.28% |
$31.5K - $37.1K
|
884
$726K
|
|
|
Jan 22, 2024
Q4 2023
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
60+ 6.62% |
$31.5K - $37.1K
|
966
$794K
|
|
|
Jan 23, 2024
Q4 2023
|
Uma Financial Services, Inc.
|
BUY
|
- |
60+ 6.7% |
$31.5K - $37.1K
|
955
$784K
|
|
|
Jan 25, 2024
Q4 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
60+ 3.02% |
$31.5K - $37.1K
|
2.05K
$1.68M
|
|
|
Jan 30, 2024
Q4 2023
|
Latitude Advisors, LLC
|
BUY
|
- |
60+ 4.94% |
$31.5K - $37.1K
|
1.27K
$1.05M
|
|
|
Feb 05, 2024
Q4 2023
|
Mitchell Mcleod Pugh & Williams Inc
|
BUY
|
- |
60+ 0.83% |
$31.5K - $37.1K
|
7.28K
$5.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
60+ 3.47% |
$31.5K - $37.1K
|
1.79K
$1.47M
|
|
|
Feb 14, 2024
Q4 2023
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
60+ 6.16% |
$31.5K - $37.1K
|
1.03K
$849K
|
|
|
Apr 08, 2025
Q4 2023
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
60+ 15.0% |
$31.5K - $37.1K
|
460
$378K
|
|
|
May 06, 2024
Q4 2023
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
58+ 95.08% |
$30.5K - $35.9K
|
119
$97.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
57+ 5.68% |
$29.9K - $35.3K
|
1.06K
$871K
|
|
|
Feb 13, 2024
Q4 2023
|
Marietta Investment Partners LLC
Milwaukee, WI |
BUY
|
- |
57+ 1.46% |
$29.9K - $35.3K
|
3.97K
$3.26M
|
|
|
Jan 10, 2024
Q4 2023
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
56+ 3.15% |
$29.4K - $34.7K
|
1.83K
$1.51M
|
|
|
Jan 18, 2024
Q4 2023
|
Evanson Asset Management, LLC
|
BUY
|
- |
56+ 4.58% |
$29.4K - $34.7K
|
1.28K
$1.05M
|
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
BUY
|
- |
55+ 0.91% |
$28.9K - $34.1K
|
6.09K
$5M
|
|
|
Feb 07, 2024
Q4 2023
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
55+ 3.0% |
$28.9K - $34.1K
|
1.89K
$1.55M
|
|
|
Mar 05, 2024
Q4 2023
|
Ccm Investment Advisers LLC
|
BUY
|
- |
55+ 5.41% |
$28.9K - $34.1K
|
1.07K
$880K
|
|
|
Feb 12, 2024
Q4 2023
|
Elevatus Welath Management
Victor, NY |
BUY
|
- |
54+ 7.81% |
$28.4K - $33.4K
|
745
$612K
|
|
|
Jan 29, 2024
Q4 2023
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
53+ 1.53% |
$27.8K - $32.8K
|
3.51K
$2.88M
|
|
|
Feb 08, 2024
Q4 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
53+ 3.81% |
$27.8K - $32.8K
|
1.44K
$1.19M
|
|
|
Feb 13, 2024
Q4 2023
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
53+ 12.99% |
$27.8K - $32.8K
|
461
$379K
|
|
|
Feb 14, 2024
Q4 2023
|
Hollencrest Capital Management
|
BUY
|
- |
53+ 1.59% |
$27.8K - $32.8K
|
3.38K
$2.78M
|
|
|
Jan 19, 2024
Q4 2023
|
Murphy Pohlad Asset Management LLC
|
BUY
|
- |
52+ 8.87% |
$27.3K - $32.2K
|
638
$524K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
52+ 0.5% |
$27.3K - $32.2K
|
10.5K
$8.6M
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
52+ 1.65% |
$27.3K - $32.2K
|
3.2K
$2.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Hexagon Capital Partners LLC
|
BUY
|
- |
51+ 8.67% |
$26.8K - $31.6K
|
639
$525K
|
|
|
Jan 10, 2024
Q4 2023
|
Cypress Wealth Services, LLC
|
BUY
|
- |
50+ 3.11% |
$26.3K - $31K
|
1.66K
$1.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
50+ 7.28% |
$26.3K - $31K
|
737
$605K
|
|
|
Jan 22, 2024
Q4 2023
|
Spirit Of America Management Corp
|
BUY
|
- |
50+ 1.56% |
$26.3K - $31K
|
3.25K
$2.67M
|
|
|
Jan 24, 2024
Q4 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
50+ 1.3% |
$26.3K - $31K
|
3.89K
$3.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Wedgewood Investors Inc
|
BUY
|
- |
50+ 5.89% |
$26.3K - $31K
|
899
$738K
|
|
|
Feb 05, 2024
Q4 2023
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
50+ 10.1% |
$26.3K - $31K
|
545
$448K
|
|
|
Feb 06, 2024
Q4 2023
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
50+ 6.97% |
$26.3K - $31K
|
767
$630K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
50New |
$26.3K - $31K
|
50
$41.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
49+ 2.44% |
$25.7K - $30.3K
|
2.06K
$1.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
49+ 2.69% |
$25.7K - $30.3K
|
1.87K
$1.54M
|
|
|
Feb 15, 2024
Q4 2023
|
Life Pro Asset Management
|
BUY
|
- |
49+ 3.72% |
$25.7K - $30.3K
|
1.37K
$1.12M
|
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
49+ 19.52% |
$25.7K - $30.3K
|
300
$246K
|
|
|
Feb 07, 2024
Q4 2023
|
Private Portfolio Partners LLC
|
BUY
|
- |
48+ 1.83% |
$25.2K - $29.7K
|
2.67K
$2.19M
|