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 12, 2024
Q4 2023
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
44+ 3.51% |
$23.1K - $27.2K
|
1.3K
$1.01M
|
|
|
Jan 22, 2024
Q4 2023
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
44+ 4.96% |
$23.1K - $27.2K
|
931
$725K
|
|
|
Jan 25, 2024
Q4 2023
|
Manchester Financial Inc
|
BUY
|
- |
44+ 10.81% |
$23.1K - $27.2K
|
451
$351K
|
|
|
Jan 29, 2024
Q4 2023
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
44+ 7.22% |
$23.1K - $27.2K
|
653
$508K
|
|
|
Feb 06, 2024
Q4 2023
|
Horan Capital Advisors, Llc.
Cincinnati, OH |
BUY
|
- |
44+ 6.23% |
$23.1K - $27.2K
|
750
$584K
|
|
|
Feb 13, 2024
Q4 2023
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
44+ 0.04% |
$23.1K - $27.2K
|
116K
$90.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
44+ 9.22% |
$23.1K - $27.2K
|
521
$406K
|
|
|
Feb 12, 2024
Q4 2023
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
43+ 2.28% |
$22.6K - $26.6K
|
1.93K
$1.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
42+ 3.29% |
$22.1K - $26K
|
1.32K
$1.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
42+ 5.16% |
$22.1K - $26K
|
856
$666K
|
|
|
Feb 09, 2024
Q4 2023
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
41+ 2.23% |
$21.5K - $25.4K
|
1.88K
$1.46M
|
|
|
Jan 19, 2024
Q4 2023
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
40+ 7.34% |
$21K - $24.8K
|
585
$455K
|
|
|
Jan 25, 2024
Q4 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
40+ 9.07% |
$21K - $24.8K
|
481
$375K
|
|
|
Feb 06, 2024
Q4 2023
|
Montis Financial, LLC
|
BUY
|
- |
40+ 9.43% |
$21K - $24.8K
|
464
$361K
|
|
|
Feb 06, 2024
Q4 2023
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
40+ 3.15% |
$21K - $24.8K
|
1.31K
$1.02M
|
|
|
Feb 13, 2024
Q4 2023
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
40+ 3.62% |
$21K - $24.8K
|
1.15K
$892K
|
|
|
Feb 14, 2024
Q4 2023
|
Df Dent & CO Inc
Baltimore, MD |
BUY
|
- |
40+ 1.16% |
$21K - $24.8K
|
3.49K
$2.72M
|
|
|
Jan 17, 2024
Q4 2023
|
Columbia Trust CO 01012016
|
BUY
|
- |
39+ 3.83% |
$20.5K - $24.1K
|
1.06K
$822K
|
|
|
Feb 08, 2024
Q4 2023
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
39New |
$20.5K - $24.1K
|
39
$30.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Summit Financial Strategies, Inc.
|
BUY
|
- |
39+ 1.85% |
$20.5K - $24.1K
|
2.15K
$1.67M
|
|
|
Aug 28, 2024
Q4 2023
|
Farmers National Bank
Danville, KY |
BUY
|
- |
39+ 1.29% |
$20.5K - $24.1K
|
3.07K
$2.39M
|
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
BUY
|
- |
38+ 10.11% |
$20K - $23.5K
|
414
$322K
|
|
|
Jan 29, 2024
Q4 2023
|
Granite Bay Wealth Management, LLC
|
BUY
|
- |
38+ 0.47% |
$20K - $23.5K
|
8.06K
$6.27M
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
38+ 1.42% |
$20K - $23.5K
|
2.71K
$2.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
38+ 9.87% |
$20K - $23.5K
|
423
$329K
|
|
|
Feb 08, 2024
Q4 2023
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
38+ 0.73% |
$20K - $23.5K
|
5.24K
$4.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Klingman & Associates, LLC
|
BUY
|
- |
37+ 2.98% |
$19.4K - $22.9K
|
1.28K
$994K
|
|
|
Feb 07, 2024
Q4 2023
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
37+ 123.33% |
$19.4K - $22.9K
|
67
$52.2K
|
|
|
Feb 09, 2024
Q4 2023
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
37+ 5.05% |
$19.4K - $22.9K
|
769
$599K
|
|
|
Jan 18, 2024
Q4 2023
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
36+ 7.23% |
$18.9K - $22.3K
|
534
$416K
|
|
|
Feb 05, 2024
Q4 2023
|
Spc Financial, Inc.
|
BUY
|
- |
36+ 7.42% |
$18.9K - $22.3K
|
521
$406K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
35+ 4.82% |
$18.4K - $21.7K
|
761
$593K
|
|
|
Jan 17, 2024
Q4 2023
|
S.A. Mason LLC
|
BUY
|
- |
35+ 2.0% |
$18.4K - $21.7K
|
1.79K
$1.39M
|
|
|
Feb 02, 2024
Q4 2023
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
35+ 3.85% |
$18.4K - $21.7K
|
943
$734K
|
|
|
Feb 02, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
35+ 3.14% |
$18.4K - $21.7K
|
1.15K
$895K
|
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
35+ 12.59% |
$18.4K - $21.7K
|
313
$244K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
35+ 1.78% |
$18.4K - $21.7K
|
2K
$1.56M
|
|
|
Jan 31, 2024
Q4 2023
|
Zhang Financial LLC
|
BUY
|
- |
34+ 2.08% |
$17.9K - $21.1K
|
1.67K
$1.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
34+ 0.8% |
$17.9K - $21.1K
|
4.26K
$3.32M
|
|
|
Feb 12, 2024
Q4 2023
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
34New |
$17.9K - $21.1K
|
34
$26.5K
|
|
|
Jan 11, 2024
Q4 2023
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
33+ 4.62% |
$17.3K - $20.4K
|
748
$582K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
33+ 0.43% |
$17.3K - $20.4K
|
7.74K
$6.03M
|
|
|
Jan 19, 2024
Q4 2023
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
32+ 4.53% |
$16.8K - $19.8K
|
738
$575K
|
|
|
Jan 24, 2024
Q4 2023
|
Canal Capital Management, LLC
|
BUY
|
- |
32+ 1.89% |
$16.8K - $19.8K
|
1.73K
$1.34M
|
|
|
Jan 30, 2024
Q4 2023
|
True Private Wealth Advisors
|
BUY
|
- |
32+ 0.35% |
$16.8K - $19.8K
|
9.09K
$7.08M
|
|
|
Jan 31, 2024
Q4 2023
|
Dt Investment Partners, LLC
|
BUY
|
- |
32+ 5.14% |
$16.8K - $19.8K
|
654
$509K
|
|
|
Feb 05, 2024
Q4 2023
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
32+ 5.57% |
$16.8K - $19.8K
|
607
$473K
|
|
|
Feb 05, 2024
Q4 2023
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
32+ 1.81% |
$16.8K - $19.8K
|
1.8K
$1.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
32New |
$16.8K - $19.8K
|
32
$24.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
32+ 188.24% |
$16.8K - $19.8K
|
49
$38.2K
|