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 05, 2024
Q4 2023
|
Ledyard National Bank
|
BUY
|
- |
22+ 0.55% |
$11.6K - $13.6K
|
4K
$3.11M
|
|
|
Jan 19, 2024
Q4 2023
|
Capital City Trust CO
|
BUY
|
- |
21+ 2.42% |
$11K - $13K
|
888
$691K
|
|
|
Jan 24, 2024
Q4 2023
|
Reston Wealth Management LLC
|
BUY
|
- |
21+ 3.43% |
$11K - $13K
|
634
$494K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
21+ 2.46% |
$11K - $13K
|
876
$682K
|
|
|
Feb 13, 2024
Q4 2023
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
21+ 2.09% |
$11K - $13K
|
1.03K
$799K
|
|
|
Jan 25, 2024
Q4 2023
|
E&G Advisors, LP
|
BUY
|
- |
20+ 0.79% |
$10.5K - $12.4K
|
2.55K
$1.99M
|
|
|
Jan 31, 2024
Q4 2023
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
20+ 2.39% |
$10.5K - $12.4K
|
857
$667K
|
|
|
Jan 31, 2024
Q4 2023
|
Powell Investment Advisors, LLC
|
BUY
|
- |
20+ 3.23% |
$10.5K - $12.4K
|
639
$498K
|
|
|
Feb 13, 2024
Q4 2023
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
20+ 0.78% |
$10.5K - $12.4K
|
2.6K
$2.02M
|
|
|
Apr 03, 2024
Q4 2023
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
20+ 4.15% |
$10.5K - $12.4K
|
502
$391K
|
|
|
Jan 09, 2024
Q4 2023
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
19+ 1.79% |
$9.98K - $11.8K
|
1.08K
$840K
|
|
|
Feb 09, 2024
Q4 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
19+ 1.93% |
$9.98K - $11.8K
|
1K
$780K
|
|
|
Jan 08, 2024
Q4 2023
|
Strong Box Wealth, LLC
|
BUY
|
- |
18+ 3.67% |
$9.45K - $11.1K
|
509
$396K
|
|
|
Feb 07, 2024
Q4 2023
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
18+ 3.9% |
$9.45K - $11.1K
|
479
$373K
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
18+ 2.05% |
$9.45K - $11.1K
|
898
$699K
|
|
|
Feb 09, 2024
Q4 2023
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
18+ 2.45% |
$9.45K - $11.1K
|
754
$587K
|
|
|
Jan 17, 2024
Q4 2023
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
17+ 0.76% |
$8.93K - $10.5K
|
2.24K
$1.74M
|
|
|
Jan 19, 2024
Q4 2023
|
Life Planning Partners, Inc
|
BUY
|
- |
17New |
$8.93K - $10.5K
|
17
$13.2K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
17+ 1.96% |
$8.93K - $10.5K
|
884
$688K
|
|
|
Jan 10, 2024
Q4 2023
|
Jgp Wealth Management, LLC
|
BUY
|
- |
16+ 0.88% |
$8.4K - $9.91K
|
1.84K
$1.43M
|
|
|
Feb 02, 2024
Q4 2023
|
Spinnaker Trust
|
BUY
|
- |
16+ 0.06% |
$8.4K - $9.91K
|
25.5K
$19.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Claret Asset Management Corp
|
BUY
|
- |
16+ 3.35% |
$8.4K - $9.91K
|
494
$385K
|
|
|
May 14, 2024
Q4 2023
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
16+ 1.21% |
$8.4K - $9.91K
|
1.34K
$1.04M
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
BUY
|
- |
15+ 2.45% |
$7.88K - $9.29K
|
627
$488K
|
|
|
Jan 23, 2024
Q4 2023
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
15+ 2.0% |
$7.88K - $9.29K
|
764
$595K
|
|
|
Jan 29, 2024
Q4 2023
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
15+ 0.22% |
$7.88K - $9.29K
|
6.69K
$5.21M
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
15+ 1.11% |
$7.88K - $9.29K
|
1.37K
$1.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Buckhead Capital Management LLC
|
BUY
|
- |
15+ 0.72% |
$7.88K - $9.29K
|
2.1K
$1.64M
|
|
|
Feb 06, 2024
Q4 2023
|
Levin Capital Strategies, L.P.
New York, NY |
BUY
|
- |
15+ 3.75% |
$7.88K - $9.29K
|
415
$323K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
15+ 1.26% |
$7.88K - $9.29K
|
1.2K
$936K
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet North America Advisors Sa
|
BUY
|
- |
15+ 0.38% |
$7.88K - $9.29K
|
4.02K
$3.13M
|
|
|
Jan 17, 2024
Q4 2023
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
14+ 0.42% |
$7.35K - $8.67K
|
3.33K
$2.59M
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
14+ 4.07% |
$7.35K - $8.67K
|
358
$279K
|
|
|
Feb 05, 2024
Q4 2023
|
Omnia Family Wealth, LLC
|
BUY
|
- |
14+ 0.78% |
$7.35K - $8.67K
|
1.81K
$1.41M
|
|
|
Jan 25, 2024
Q4 2023
|
Tfc Financial Management
|
BUY
|
- |
13+ 4.89% |
$6.83K - $8.05K
|
279
$217K
|
|
|
Jan 31, 2024
Q4 2023
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
13+ 0.17% |
$6.83K - $8.05K
|
7.78K
$6.06M
|
|
|
Feb 01, 2024
Q4 2023
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
13+ 0.71% |
$6.83K - $8.05K
|
1.85K
$1.44M
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
13+ 0.54% |
$6.83K - $8.05K
|
2.43K
$1.89M
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
13+ 1.02% |
$6.83K - $8.05K
|
1.29K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
13+ 2.63% |
$6.83K - $8.05K
|
508
$396K
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
12+ 2.48% |
$6.3K - $7.43K
|
496
$386K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
12+ 1.4% |
$6.3K - $7.43K
|
871
$678K
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
12+ 0.86% |
$6.3K - $7.43K
|
1.41K
$1.1M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
12+ 0.71% |
$6.3K - $7.43K
|
1.7K
$1.33M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
12+ 0.32% |
$6.3K - $7.43K
|
3.73K
$2.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
12+ 1.24% |
$6.3K - $7.43K
|
980
$763K
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
BUY
|
- |
12+ 0.18% |
$6.3K - $7.43K
|
6.5K
$5.06M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
12+ 1.23% |
$6.3K - $7.43K
|
987
$768K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
11+ 2.78% |
$5.78K - $6.81K
|
407
$317K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
11+ 1.75% |
$5.78K - $6.81K
|
639
$498K
|