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 13, 2024
Q4 2023
|
Tfg Advisers LLC
|
BUY
|
- |
48+ 1.51% |
$25.2K - $29.7K
|
3.23K
$2.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
47+ 6.94% |
$24.7K - $29.1K
|
724
$595K
|
|
|
Feb 14, 2024
Q4 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
47+ 3.18% |
$24.7K - $29.1K
|
1.52K
$1.25M
|
|
|
Feb 13, 2025
Q4 2023
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
46+ 2.06% |
$24.2K - $28.5K
|
2.28K
$1.87M
|
|
|
Jan 11, 2024
Q4 2023
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
45+ 6.01% |
$23.6K - $27.9K
|
794
$652K
|
|
|
Jan 18, 2024
Q4 2023
|
De Dora Capital, Inc.
|
BUY
|
- |
45+ 2.6% |
$23.6K - $27.9K
|
1.78K
$1.46M
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
45+ 4.49% |
$23.6K - $27.9K
|
1.05K
$861K
|
|
|
Jan 29, 2024
Q4 2023
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
45+ 4.73% |
$23.6K - $27.9K
|
996
$818K
|
|
|
Jan 30, 2024
Q4 2023
|
Lipe & Dalton
|
BUY
|
- |
45New |
$23.6K - $27.9K
|
45
$37K
|
|
|
Feb 06, 2024
Q4 2023
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
45+ 11.25% |
$23.6K - $27.9K
|
445
$366K
|
|
|
Jan 10, 2024
Q4 2023
|
Prentice Wealth Management LLC
|
BUY
|
- |
44+ 3.24% |
$23.1K - $27.2K
|
1.4K
$1.15M
|
|
|
Jan 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
44+ 3.51% |
$23.1K - $27.2K
|
1.3K
$1.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
44+ 4.96% |
$23.1K - $27.2K
|
931
$765K
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
BUY
|
- |
44+ 10.81% |
$23.1K - $27.2K
|
451
$370K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
44+ 7.22% |
$23.1K - $27.2K
|
653
$536K
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
44+ 6.23% |
$23.1K - $27.2K
|
750
$616K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
44+ 0.04% |
$23.1K - $27.2K
|
116K
$95.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
44+ 9.22% |
$23.1K - $27.2K
|
521
$428K
|
|
|
Feb 12, 2024
Q4 2023
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
43+ 2.28% |
$22.6K - $26.6K
|
1.93K
$1.59M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
42+ 3.29% |
$22.1K - $26K
|
1.32K
$1.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
42+ 5.16% |
$22.1K - $26K
|
856
$703K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
41+ 2.23% |
$21.5K - $25.4K
|
1.88K
$1.54M
|
|
|
Feb 27, 2025
Q4 2023
|
Reap Financial Group, LLC
Austin, TX |
BUY
|
- |
41New |
$21.5K - $25.4K
|
41
$33.7K
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
40+ 7.34% |
$21K - $24.8K
|
585
$481K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
40+ 9.07% |
$21K - $24.8K
|
481
$395K
|
|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
BUY
|
- |
40+ 9.43% |
$21K - $24.8K
|
464
$381K
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
40+ 3.15% |
$21K - $24.8K
|
1.31K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
40+ 3.62% |
$21K - $24.8K
|
1.15K
$941K
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
40+ 1.16% |
$21K - $24.8K
|
3.49K
$2.87M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
39+ 3.83% |
$20.5K - $24.1K
|
1.06K
$867K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
39New |
$20.5K - $24.1K
|
39
$32K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
39+ 1.85% |
$20.5K - $24.1K
|
2.15K
$1.77M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
39+ 1.29% |
$20.5K - $24.1K
|
3.07K
$2.52M
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
38+ 10.11% |
$20K - $23.5K
|
414
$340K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
38+ 0.47% |
$20K - $23.5K
|
8.06K
$6.62M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
38+ 1.42% |
$20K - $23.5K
|
2.71K
$2.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
38+ 9.87% |
$20K - $23.5K
|
423
$347K
|
|
|
Feb 08, 2024
Q4 2023
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
38+ 0.73% |
$20K - $23.5K
|
5.24K
$4.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
37+ 2.98% |
$19.4K - $22.9K
|
1.28K
$1.05M
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
37+ 123.33% |
$19.4K - $22.9K
|
67
$55K
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
37+ 5.05% |
$19.4K - $22.9K
|
769
$632K
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
36+ 7.23% |
$18.9K - $22.3K
|
534
$439K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
36+ 7.42% |
$18.9K - $22.3K
|
521
$428K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
35+ 4.82% |
$18.4K - $21.7K
|
761
$625K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
35+ 2.0% |
$18.4K - $21.7K
|
1.79K
$1.47M
|
|
|
Feb 02, 2024
Q4 2023
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
35+ 3.85% |
$18.4K - $21.7K
|
943
$775K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
35+ 3.14% |
$18.4K - $21.7K
|
1.15K
$945K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
35+ 12.59% |
$18.4K - $21.7K
|
313
$257K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
35+ 1.78% |
$18.4K - $21.7K
|
2K
$1.65M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
34+ 2.08% |
$17.9K - $21.1K
|
1.67K
$1.37M
|