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 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
13+ 0.54% |
$6.83K - $8.05K
|
2.43K
$2M
|
|
|
Feb 05, 2024
Q4 2023
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
13+ 1.02% |
$6.83K - $8.05K
|
1.29K
$1.06M
|
|
|
Feb 14, 2024
Q4 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
13+ 2.63% |
$6.83K - $8.05K
|
508
$417K
|
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
12+ 2.48% |
$6.3K - $7.43K
|
496
$407K
|
|
|
Jan 19, 2024
Q4 2023
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
12+ 1.4% |
$6.3K - $7.43K
|
871
$715K
|
|
|
Jan 19, 2024
Q4 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
12+ 0.86% |
$6.3K - $7.43K
|
1.41K
$1.16M
|
|
|
Jan 31, 2024
Q4 2023
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
12+ 0.71% |
$6.3K - $7.43K
|
1.7K
$1.4M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
12+ 0.32% |
$6.3K - $7.43K
|
3.73K
$3.06M
|
|
|
Feb 08, 2024
Q4 2023
|
Tarbox Family Office, Inc.
|
BUY
|
- |
12+ 1.24% |
$6.3K - $7.43K
|
980
$805K
|
|
|
Feb 14, 2024
Q4 2023
|
Allen Investment Management LLC
|
BUY
|
- |
12+ 0.18% |
$6.3K - $7.43K
|
6.5K
$5.34M
|
|
|
Feb 23, 2024
Q4 2023
|
Beacon Financial Group
|
BUY
|
- |
12+ 1.23% |
$6.3K - $7.43K
|
987
$811K
|
|
|
Jan 04, 2024
Q4 2023
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
11+ 2.78% |
$5.78K - $6.81K
|
407
$334K
|
|
|
Jan 12, 2024
Q4 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
11+ 1.75% |
$5.78K - $6.81K
|
639
$525K
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
11+ 2.31% |
$5.78K - $6.81K
|
488
$401K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
11+ 1.0% |
$5.78K - $6.81K
|
1.11K
$913K
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
11+ 1.36% |
$5.78K - $6.81K
|
819
$673K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
11+ 0.18% |
$5.78K - $6.81K
|
6.02K
$4.95M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
11+ 1.77% |
$5.78K - $6.81K
|
632
$519K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
11+ 0.49% |
$5.78K - $6.81K
|
2.26K
$1.86M
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
11+ 2.28% |
$5.78K - $6.81K
|
494
$406K
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
11+ 1.63% |
$5.78K - $6.81K
|
687
$564K
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
11+ 2.49% |
$5.78K - $6.81K
|
452
$371K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
11+ 0.95% |
$5.78K - $6.81K
|
1.18K
$965K
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
10+ 1.18% |
$5.25K - $6.19K
|
856
$703K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
10+ 2.3% |
$5.25K - $6.19K
|
445
$366K
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
BUY
|
- |
10+ 0.4% |
$5.25K - $6.19K
|
2.49K
$2.05M
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
10+ 1.68% |
$5.25K - $6.19K
|
606
$498K
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
10+ 0.55% |
$5.25K - $6.19K
|
1.82K
$1.49M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
10+ 0.36% |
$5.25K - $6.19K
|
2.81K
$2.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
10New |
$5.25K - $6.19K
|
10
$8.21K
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
10+ 0.56% |
$5.25K - $6.19K
|
1.79K
$1.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
10New |
$5.25K - $6.19K
|
10
$8.21K
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
9+ 0.1% |
$4.73K - $5.57K
|
8.61K
$7.07M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
9+ 0.29% |
$4.73K - $5.57K
|
3.12K
$2.56M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
9+ 0.18% |
$4.73K - $5.57K
|
4.98K
$4.09M
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
9+ 1.2% |
$4.73K - $5.57K
|
758
$623K
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
8+ 0.51% |
$4.2K - $4.95K
|
1.57K
$1.29M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
8+ 0.37% |
$4.2K - $4.95K
|
2.18K
$1.79M
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
8New |
$4.2K - $4.95K
|
8
$6.57K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
8+ 15.69% |
$4.2K - $4.95K
|
59
$48.5K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
8+ 0.86% |
$4.2K - $4.95K
|
937
$770K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
8New |
$4.2K - $4.95K
|
8
$6.57K
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
8New |
$4.2K - $4.95K
|
8
$6.57K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
8New |
$4.2K - $4.95K
|
8
$6.57K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
7+ 0.58% |
$3.68K - $4.33K
|
1.21K
$995K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
7+ 0.31% |
$3.68K - $4.33K
|
2.23K
$1.83M
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
7+ 0.11% |
$3.68K - $4.33K
|
6.56K
$5.39M
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
7+ 0.6% |
$3.68K - $4.33K
|
1.18K
$967K
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
7+ 1.05% |
$3.68K - $4.33K
|
674
$554K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
6+ 1.15% |
$3.15K - $3.71K
|
526
$432K
|