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 23, 2024
Q4 2023
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
24+ 1.59% |
$12.6K - $14.9K
|
1.54K
$1.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Waterfront Wealth Inc.
|
BUY
|
- |
24+ 2.12% |
$12.6K - $14.9K
|
1.16K
$950K
|
|
|
Jan 31, 2024
Q4 2023
|
Echo45 Advisors LLC
|
BUY
|
- |
24+ 3.79% |
$12.6K - $14.9K
|
658
$541K
|
|
|
Feb 08, 2024
Q4 2023
|
Curi Wealth Management, LLC
|
BUY
|
- |
24+ 4.94% |
$12.6K - $14.9K
|
510
$419K
|
|
|
Feb 12, 2024
Q4 2023
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
24+ 2.96% |
$12.6K - $14.9K
|
834
$685K
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
23+ 3.03% |
$12.1K - $14.2K
|
782
$642K
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
23+ 2.14% |
$12.1K - $14.2K
|
1.1K
$902K
|
|
|
Jan 31, 2024
Q4 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
23+ 3.14% |
$12.1K - $14.2K
|
755
$620K
|
|
|
Jan 10, 2024
Q4 2023
|
Wealth Management Partners, LLC
|
BUY
|
- |
22+ 1.36% |
$11.6K - $13.6K
|
1.64K
$1.35M
|
|
|
Jan 12, 2024
Q4 2023
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
22+ 1.66% |
$11.6K - $13.6K
|
1.34K
$1.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Aprio Wealth Management, LLC
|
BUY
|
- |
22+ 1.9% |
$11.6K - $13.6K
|
1.18K
$968K
|
|
|
Jan 18, 2024
Q4 2023
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
22+ 5.5% |
$11.6K - $13.6K
|
422
$347K
|
|
|
Jan 31, 2024
Q4 2023
|
Bender Robert & Associates
|
BUY
|
- |
22+ 0.11% |
$11.6K - $13.6K
|
19.8K
$16.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
22+ 0.55% |
$11.6K - $13.6K
|
4K
$3.28M
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
BUY
|
- |
21+ 2.42% |
$11K - $13K
|
888
$729K
|
|
|
Jan 24, 2024
Q4 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
21+ 3.43% |
$11K - $13K
|
634
$521K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
21+ 2.46% |
$11K - $13K
|
876
$720K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
21+ 2.09% |
$11K - $13K
|
1.03K
$843K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
BUY
|
- |
20+ 0.79% |
$10.5K - $12.4K
|
2.55K
$2.09M
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
20+ 2.39% |
$10.5K - $12.4K
|
857
$704K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
20+ 3.23% |
$10.5K - $12.4K
|
639
$525K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
20+ 0.78% |
$10.5K - $12.4K
|
2.6K
$2.14M
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
20+ 4.15% |
$10.5K - $12.4K
|
502
$412K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
19+ 1.79% |
$9.98K - $11.8K
|
1.08K
$886K
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
19+ 1.93% |
$9.98K - $11.8K
|
1K
$823K
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
18+ 3.67% |
$9.45K - $11.1K
|
509
$418K
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
18+ 3.9% |
$9.45K - $11.1K
|
479
$393K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
18+ 2.05% |
$9.45K - $11.1K
|
898
$738K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
18+ 2.45% |
$9.45K - $11.1K
|
754
$619K
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
17+ 0.76% |
$8.93K - $10.5K
|
2.24K
$1.84M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
17New |
$8.93K - $10.5K
|
17
$14K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
17+ 1.96% |
$8.93K - $10.5K
|
884
$726K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
16+ 0.88% |
$8.4K - $9.91K
|
1.84K
$1.51M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
16+ 0.06% |
$8.4K - $9.91K
|
25.5K
$21M
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
BUY
|
- |
16+ 3.35% |
$8.4K - $9.91K
|
494
$406K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
16+ 1.21% |
$8.4K - $9.91K
|
1.34K
$1.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
15+ 2.45% |
$7.88K - $9.29K
|
627
$515K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
15+ 2.0% |
$7.88K - $9.29K
|
764
$628K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
15+ 0.22% |
$7.88K - $9.29K
|
6.69K
$5.5M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
15+ 1.11% |
$7.88K - $9.29K
|
1.37K
$1.13M
|
|
|
Feb 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
15+ 0.72% |
$7.88K - $9.29K
|
2.1K
$1.73M
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
15+ 3.75% |
$7.88K - $9.29K
|
415
$341K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
15+ 1.26% |
$7.88K - $9.29K
|
1.2K
$987K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
15+ 0.38% |
$7.88K - $9.29K
|
4.02K
$3.3M
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
14+ 0.42% |
$7.35K - $8.67K
|
3.33K
$2.74M
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
14+ 4.07% |
$7.35K - $8.67K
|
358
$294K
|
|
|
Feb 05, 2024
Q4 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
14+ 0.78% |
$7.35K - $8.67K
|
1.81K
$1.48M
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
13+ 4.89% |
$6.83K - $8.05K
|
279
$229K
|
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.17% |
$6.83K - $8.05K
|
7.78K
$6.39M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
13+ 0.71% |
$6.83K - $8.05K
|
1.85K
$1.52M
|