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 18, 2024
Q4 2023
|
Alterity Financial Group, LLC
Bangor, ME |
BUY
|
- |
31+ 2.33% |
$16.3K - $19.2K
|
1.36K
$1.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Jb Capital LLC
|
BUY
|
- |
31+ 3.32% |
$16.3K - $19.2K
|
966
$752K
|
|
|
Jan 25, 2024
Q4 2023
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
31+ 70.45% |
$16.3K - $19.2K
|
75
$58.4K
|
|
|
Jan 26, 2024
Q4 2023
|
Mendel Capital Management LLC
|
BUY
|
- |
31+ 3.1% |
$16.3K - $19.2K
|
1.03K
$803K
|
|
|
Feb 06, 2024
Q4 2023
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
31+ 0.21% |
$16.3K - $19.2K
|
14.8K
$11.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Berkshire Bank
|
BUY
|
- |
30+ 0.87% |
$15.8K - $18.6K
|
3.48K
$2.71M
|
|
|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
30+ 7.39% |
$15.8K - $18.6K
|
436
$339K
|
|
|
Feb 12, 2024
Q4 2023
|
Roberts Glore & CO Inc
Deerfield, IL |
BUY
|
- |
30+ 5.03% |
$15.8K - $18.6K
|
627
$488K
|
|
|
Jan 05, 2024
Q4 2023
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
29+ 0.15% |
$15.2K - $18K
|
18.9K
$14.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Sunburst Financial Group, LLC
|
BUY
|
- |
29+ 3.48% |
$15.2K - $18K
|
863
$672K
|
|
|
Jan 10, 2024
Q4 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
29+ 7.27% |
$15.2K - $18K
|
428
$333K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
29+ 0.91% |
$15.2K - $18K
|
3.22K
$2.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Mba Advisors LLC
Hermitage, PA |
BUY
|
- |
29+ 2.61% |
$15.2K - $18K
|
1.14K
$887K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
29+ 0.58% |
$15.2K - $18K
|
5K
$3.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
29+ 1.04% |
$15.2K - $18K
|
2.83K
$2.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Peak Asset Management, LLC
Louisville, CO |
BUY
|
- |
29+ 6.99% |
$15.2K - $18K
|
444
$346K
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
BUY
|
- |
28+ 0.69% |
$14.7K - $17.3K
|
4.11K
$3.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
28+ 25.23% |
$14.7K - $17.3K
|
139
$108K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
28+ 0.49% |
$14.7K - $17.3K
|
5.72K
$4.45M
|
|
|
Jan 31, 2024
Q4 2023
|
Cra Financial Services, LLC
|
BUY
|
- |
28+ 0.69% |
$14.7K - $17.3K
|
4.09K
$3.19M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
28+ 1.34% |
$14.7K - $17.3K
|
2.11K
$1.65M
|
|
|
Feb 14, 2024
Q4 2023
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
28+ 0.88% |
$14.7K - $17.3K
|
3.21K
$2.5M
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
27+ 0.1% |
$14.2K - $16.7K
|
26.3K
$20.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Ht Partners LLC
|
BUY
|
- |
27+ 0.65% |
$14.2K - $16.7K
|
4.2K
$3.27M
|
|
|
Jan 22, 2024
Q4 2023
|
Sns Financial Group, LLC
|
BUY
|
- |
27+ 5.81% |
$14.2K - $16.7K
|
492
$383K
|
|
|
Feb 07, 2024
Q4 2023
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
27+ 2.9% |
$14.2K - $16.7K
|
957
$745K
|
|
|
Jan 08, 2024
Q4 2023
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
26+ 4.72% |
$13.7K - $16.1K
|
577
$449K
|
|
|
Jan 24, 2024
Q4 2023
|
Smith, Salley & Associates
|
BUY
|
- |
26+ 0.82% |
$13.7K - $16.1K
|
3.18K
$2.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
26+ 0.36% |
$13.7K - $16.1K
|
7.21K
$5.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
26+ 0.06% |
$13.7K - $16.1K
|
41.3K
$32.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Salvus Wealth Management, LLC
|
BUY
|
- |
25+ 2.06% |
$13.1K - $15.5K
|
1.24K
$966K
|
|
|
Jan 10, 2024
Q4 2023
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
25+ 3.84% |
$13.1K - $15.5K
|
676
$526K
|
|
|
Jan 26, 2024
Q4 2023
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
25+ 0.92% |
$13.1K - $15.5K
|
2.75K
$2.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
25+ 2.0% |
$13.1K - $15.5K
|
1.28K
$993K
|
|
|
Feb 13, 2024
Q4 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
25+ 28.74% |
$13.1K - $15.5K
|
112
$87.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Pinnacle West Asset Management, Inc.
Casper, WY |
BUY
|
- |
25+ 0.55% |
$13.1K - $15.5K
|
4.57K
$3.56M
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
24+ 1.02% |
$12.6K - $14.9K
|
2.38K
$1.85M
|
|
|
Jan 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
24+ 1.59% |
$12.6K - $14.9K
|
1.54K
$1.2M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
24+ 2.12% |
$12.6K - $14.9K
|
1.16K
$901K
|
|
|
Jan 31, 2024
Q4 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
24+ 3.79% |
$12.6K - $14.9K
|
658
$512K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
24+ 4.94% |
$12.6K - $14.9K
|
510
$397K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
24+ 2.96% |
$12.6K - $14.9K
|
834
$649K
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
23+ 3.03% |
$12.1K - $14.2K
|
782
$609K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
23+ 2.14% |
$12.1K - $14.2K
|
1.1K
$855K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
23+ 3.14% |
$12.1K - $14.2K
|
755
$588K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
22+ 1.36% |
$11.6K - $13.6K
|
1.64K
$1.28M
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
22+ 1.66% |
$11.6K - $13.6K
|
1.34K
$1.05M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
22+ 1.9% |
$11.6K - $13.6K
|
1.18K
$917K
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
22+ 5.5% |
$11.6K - $13.6K
|
422
$329K
|
|
|
Jan 31, 2024
Q4 2023
|
Bender Robert & Associates
|
BUY
|
- |
22+ 0.11% |
$11.6K - $13.6K
|
19.8K
$15.4M
|