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
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
11+ 1.75% |
$5.78K - $6.81K
|
639
$489K
|
|
|
Jan 17, 2024
Q4 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
11+ 2.31% |
$5.78K - $6.81K
|
488
$373K
|
|
|
Jan 22, 2024
Q4 2023
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
11+ 1.0% |
$5.78K - $6.81K
|
1.11K
$850K
|
|
|
Jan 23, 2024
Q4 2023
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
11+ 1.36% |
$5.78K - $6.81K
|
819
$626K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
11+ 0.18% |
$5.78K - $6.81K
|
6.02K
$4.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
11+ 1.77% |
$5.78K - $6.81K
|
632
$483K
|
|
|
Jan 29, 2024
Q4 2023
|
Mv Capital Management, Inc.
|
BUY
|
- |
11+ 0.49% |
$5.78K - $6.81K
|
2.26K
$1.73M
|
|
|
Feb 01, 2024
Q4 2023
|
Lee Danner & Bass Inc
|
BUY
|
- |
11+ 2.28% |
$5.78K - $6.81K
|
494
$378K
|
|
|
Feb 06, 2024
Q4 2023
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
11+ 1.63% |
$5.78K - $6.81K
|
687
$525K
|
|
|
Feb 09, 2024
Q4 2023
|
Hohimer Wealth Management, LLC
|
BUY
|
- |
11+ 2.49% |
$5.78K - $6.81K
|
452
$346K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
11+ 0.95% |
$5.78K - $6.81K
|
1.18K
$899K
|
|
|
Jan 09, 2024
Q4 2023
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
10+ 1.18% |
$5.25K - $6.19K
|
856
$655K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
10+ 2.3% |
$5.25K - $6.19K
|
445
$340K
|
|
|
Jan 19, 2024
Q4 2023
|
Papp L Roy & Associates
|
BUY
|
- |
10+ 0.4% |
$5.25K - $6.19K
|
2.49K
$1.91M
|
|
|
Jan 22, 2024
Q4 2023
|
Weaver Consulting Group
|
BUY
|
- |
10+ 1.68% |
$5.25K - $6.19K
|
606
$463K
|
|
|
Jan 29, 2024
Q4 2023
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
10+ 0.55% |
$5.25K - $6.19K
|
1.82K
$1.39M
|
|
|
Jan 30, 2024
Q4 2023
|
Marino, Stram & Associates LLC
|
BUY
|
- |
10+ 0.36% |
$5.25K - $6.19K
|
2.81K
$2.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
10New |
$5.25K - $6.19K
|
10
$7.65K
|
|
|
Feb 12, 2024
Q4 2023
|
American Investment Services, Inc.
|
BUY
|
- |
10+ 0.56% |
$5.25K - $6.19K
|
1.79K
$1.37M
|
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
10New |
$5.25K - $6.19K
|
10
$7.65K
|
|
|
Jan 09, 2024
Q4 2023
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
9+ 0.1% |
$4.73K - $5.57K
|
8.61K
$6.58M
|
|
|
Jan 16, 2024
Q4 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
9+ 0.29% |
$4.73K - $5.57K
|
3.12K
$2.38M
|
|
|
Feb 01, 2024
Q4 2023
|
Pds Planning, Inc
|
BUY
|
- |
9+ 0.18% |
$4.73K - $5.57K
|
4.98K
$3.81M
|
|
|
Feb 15, 2024
Q4 2023
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
9+ 1.2% |
$4.73K - $5.57K
|
758
$580K
|
|
|
Jan 23, 2024
Q4 2023
|
Corundum Group, Inc.
|
BUY
|
- |
8+ 0.51% |
$4.2K - $4.95K
|
1.57K
$1.2M
|
|
|
Jan 23, 2024
Q4 2023
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
8+ 0.37% |
$4.2K - $4.95K
|
2.18K
$1.67M
|
|
|
Jan 24, 2024
Q4 2023
|
Vaughan Nelson Investment Management, L.P.
|
BUY
|
- |
8New |
$4.2K - $4.95K
|
8
$6.12K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
8+ 15.69% |
$4.2K - $4.95K
|
59
$45.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
8+ 0.86% |
$4.2K - $4.95K
|
937
$717K
|
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
8New |
$4.2K - $4.95K
|
8
$6.12K
|
|
|
Feb 13, 2024
Q4 2023
|
Sit Investment Associates Inc
Minneapolis, MN |
BUY
|
- |
8New |
$4.2K - $4.95K
|
8
$6.12K
|
|
|
Mar 26, 2024
Q4 2023
|
Fairman Group, LLC
Chesterbrook, PA |
BUY
|
- |
8New |
$4.2K - $4.95K
|
8
$6.12K
|
|
|
Jan 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
7+ 0.58% |
$3.68K - $4.33K
|
1.21K
$926K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
7+ 0.31% |
$3.68K - $4.33K
|
2.23K
$1.71M
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
7+ 0.11% |
$3.68K - $4.33K
|
6.56K
$5.02M
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
7+ 0.6% |
$3.68K - $4.33K
|
1.18K
$900K
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
7+ 1.05% |
$3.68K - $4.33K
|
674
$515K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
6+ 1.15% |
$3.15K - $3.71K
|
526
$402K
|
|
|
Jan 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
6+ 0.79% |
$3.15K - $3.71K
|
764
$584K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
6+ 1.58% |
$3.15K - $3.71K
|
386
$295K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
6+ 0.09% |
$3.15K - $3.71K
|
6.42K
$4.91M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
6+ 0.45% |
$3.15K - $3.71K
|
1.35K
$1.03M
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
6+ 1.19% |
$3.15K - $3.71K
|
511
$391K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Wealth, LLC
|
BUY
|
- |
6+ 1.06% |
$3.15K - $3.71K
|
574
$439K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
6New |
$3.15K - $3.71K
|
6
$4.59K
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
6+ 0.47% |
$3.15K - $3.71K
|
1.27K
$974K
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 2.04% |
$3.15K - $3.71K
|
300
$229K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
6+ 0.75% |
$3.15K - $3.71K
|
803
$614K
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
5+ 0.74% |
$2.63K - $3.1K
|
684
$523K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
5+ 0.07% |
$2.63K - $3.1K
|
7K
$5.35M
|