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 26, 2024
Q4 2023
|
Sather Financial Group Inc
|
BUY
|
- |
5+ 0.26% |
$2.63K - $3.1K
|
1.9K
$1.48M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
5+ 0.22% |
$2.63K - $3.1K
|
2.29K
$1.78M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5+ 0.13% |
$2.63K - $3.1K
|
3.75K
$2.92M
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
5+ 0.19% |
$2.63K - $3.1K
|
2.7K
$2.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5+ 0.85% |
$2.63K - $3.1K
|
591
$460K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
5+ 0.2% |
$2.63K - $3.1K
|
2.5K
$1.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
5+ 1.74% |
$2.63K - $3.1K
|
293
$228K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
4+ 0.31% |
$2.1K - $2.48K
|
1.31K
$1.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4+ 0.17% |
$2.1K - $2.48K
|
2.38K
$1.85M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4+ 0.72% |
$2.1K - $2.48K
|
561
$437K
|
|
|
Jan 26, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
4+ 0.06% |
$2.1K - $2.48K
|
6.84K
$5.33M
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
4+ 0.67% |
$2.1K - $2.48K
|
597
$465K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.13% |
$2.1K - $2.48K
|
3K
$2.33M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
4+ 0.14% |
$2.1K - $2.48K
|
2.89K
$2.25M
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.54% |
$2.1K - $2.48K
|
749
$583K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4+ 0.17% |
$2.1K - $2.48K
|
2.38K
$1.85M
|
|
|
Jan 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
3+ 0.1% |
$1.58K - $1.86K
|
2.92K
$2.27M
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
3+ 10.0% |
$1.58K - $1.86K
|
33
$25.7K
|
|
|
Jan 23, 2024
Q4 2023
|
Planning Alternatives LTD
|
BUY
|
- |
3+ 0.72% |
$1.58K - $1.86K
|
418
$325K
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
3+ 0.15% |
$1.58K - $1.86K
|
1.95K
$1.52M
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
3+ 0.72% |
$1.58K - $1.86K
|
417
$325K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3+ 0.17% |
$1.58K - $1.86K
|
1.79K
$1.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
3+ 0.19% |
$1.58K - $1.86K
|
1.59K
$1.24M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 3.49% |
$1.58K - $1.86K
|
89
$69.3K
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
3+ 0.69% |
$1.58K - $1.86K
|
439
$342K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3+ 0.14% |
$1.58K - $1.86K
|
2.13K
$1.66M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3+ 0.18% |
$1.58K - $1.86K
|
1.64K
$1.28M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
3+ 300.0% |
$1.58K - $1.86K
|
4
$3.11K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
3+ 0.63% |
$1.58K - $1.86K
|
480
$374K
|
|
|
Apr 10, 2024
Q4 2023
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
BUY
|
- |
3New |
$1.58K - $1.86K
|
3
$2.34K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2+ 0.1% |
$1.05K - $1.24K
|
2.07K
$1.61M
|
|
|
Jan 12, 2024
Q4 2023
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
2+ 0.25% |
$1.05K - $1.24K
|
802
$624K
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2+ 0.41% |
$1.05K - $1.24K
|
492
$383K
|
|
|
Jan 18, 2024
Q4 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
2+ 0.02% |
$1.05K - $1.24K
|
8.75K
$6.81M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2+ 0.06% |
$1.05K - $1.24K
|
3.17K
$2.47M
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2+ 0.17% |
$1.05K - $1.24K
|
1.16K
$902K
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$1.05K - $1.24K
|
5.95K
$4.63M
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
2+ 0.36% |
$1.05K - $1.24K
|
552
$430K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.2% |
$1.05K - $1.24K
|
1K
$779K
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2+ 0.24% |
$1.05K - $1.24K
|
839
$653K
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$1.05K - $1.24K
|
7.17K
$5.58M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
2+ 0.24% |
$1.05K - $1.24K
|
826
$643K
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
2+ 0.07% |
$1.05K - $1.24K
|
3.05K
$2.37M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2+ 0.04% |
$1.05K - $1.24K
|
4.87K
$3.79M
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
1+ 0.03% |
$525 - $619
|
3.29K
$2.56M
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1+ 0.26% |
$525 - $619
|
390
$304K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$525 - $619
|
1.57K
$1.22M
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1+ 0.01% |
$525 - $619
|
11K
$8.56M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
1+ 0.19% |
$525 - $619
|
533
$415K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
1+ 9.09% |
$525 - $619
|
12
$9.34K
|