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 22, 2024
Q4 2023
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
7+ 0.58% |
$3.68K - $4.33K
|
1.21K
$953K
|
|
|
Jan 23, 2024
Q4 2023
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
7+ 0.31% |
$3.68K - $4.33K
|
2.23K
$1.76M
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
7+ 0.11% |
$3.68K - $4.33K
|
6.56K
$5.17M
|
|
|
Feb 05, 2024
Q4 2023
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
7+ 0.6% |
$3.68K - $4.33K
|
1.18K
$926K
|
|
|
Feb 08, 2024
Q4 2023
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
7+ 1.05% |
$3.68K - $4.33K
|
674
$530K
|
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
6+ 1.15% |
$3.15K - $3.71K
|
526
$414K
|
|
|
Jan 10, 2024
Q4 2023
|
Crescent Sterling, Ltd.
Metairie, LA |
BUY
|
- |
6+ 0.79% |
$3.15K - $3.71K
|
764
$601K
|
|
|
Jan 12, 2024
Q4 2023
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
6+ 1.58% |
$3.15K - $3.71K
|
386
$304K
|
|
|
Jan 17, 2024
Q4 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
6+ 0.09% |
$3.15K - $3.71K
|
6.42K
$5.05M
|
|
|
Jan 18, 2024
Q4 2023
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
6+ 0.45% |
$3.15K - $3.71K
|
1.35K
$1.06M
|
|
|
Jan 22, 2024
Q4 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
6+ 1.19% |
$3.15K - $3.71K
|
511
$402K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Wealth, LLC
|
BUY
|
- |
6+ 1.06% |
$3.15K - $3.71K
|
574
$452K
|
|
|
Jan 30, 2024
Q4 2023
|
Investors Research Corp
|
BUY
|
- |
6New |
$3.15K - $3.71K
|
6
$4.72K
|
|
|
Feb 13, 2024
Q4 2023
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
6+ 0.47% |
$3.15K - $3.71K
|
1.27K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
6+ 2.04% |
$3.15K - $3.71K
|
300
$236K
|
|
|
Feb 14, 2024
Q4 2023
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
6+ 0.75% |
$3.15K - $3.71K
|
803
$632K
|
|
|
Jan 09, 2024
Q4 2023
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
5+ 0.74% |
$2.63K - $3.1K
|
684
$538K
|
|
|
Jan 17, 2024
Q4 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
5+ 0.07% |
$2.63K - $3.1K
|
7K
$5.51M
|
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
5+ 1.48% |
$2.63K - $3.1K
|
342
$269K
|
|
|
Jan 26, 2024
Q4 2023
|
Sather Financial Group Inc
|
BUY
|
- |
5+ 0.26% |
$2.63K - $3.1K
|
1.9K
$1.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
5+ 0.22% |
$2.63K - $3.1K
|
2.29K
$1.8M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
5+ 0.13% |
$2.63K - $3.1K
|
3.75K
$2.95M
|
|
|
Feb 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
5+ 0.19% |
$2.63K - $3.1K
|
2.7K
$2.12M
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
5+ 0.85% |
$2.63K - $3.1K
|
591
$465K
|
|
|
Feb 09, 2024
Q4 2023
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
5+ 0.2% |
$2.63K - $3.1K
|
2.5K
$1.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
5+ 1.74% |
$2.63K - $3.1K
|
293
$231K
|
|
|
Jan 16, 2024
Q4 2023
|
Cooper Financial Group
|
BUY
|
- |
4+ 0.31% |
$2.1K - $2.48K
|
1.31K
$1.03M
|
|
|
Jan 18, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4+ 0.17% |
$2.1K - $2.48K
|
2.38K
$1.87M
|
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
4+ 0.72% |
$2.1K - $2.48K
|
561
$441K
|
|
|
Jan 26, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
4+ 0.06% |
$2.1K - $2.48K
|
6.84K
$5.38M
|
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
4+ 0.67% |
$2.1K - $2.48K
|
597
$470K
|
|
|
Feb 01, 2024
Q4 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.13% |
$2.1K - $2.48K
|
3K
$2.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
4+ 0.14% |
$2.1K - $2.48K
|
2.89K
$2.28M
|
|
|
Feb 09, 2024
Q4 2023
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
4+ 0.54% |
$2.1K - $2.48K
|
749
$589K
|
|
|
Oct 31, 2024
Q4 2023
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
4+ 0.17% |
$2.1K - $2.48K
|
2.38K
$1.87M
|
|
|
Jan 09, 2024
Q4 2023
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
3+ 0.1% |
$1.58K - $1.86K
|
2.92K
$2.3M
|
|
|
Jan 16, 2024
Q4 2023
|
Cedar Mountain Advisors, LLC
|
BUY
|
- |
3+ 10.0% |
$1.58K - $1.86K
|
33
$26K
|
|
|
Jan 23, 2024
Q4 2023
|
Planning Alternatives LTD
|
BUY
|
- |
3+ 0.72% |
$1.58K - $1.86K
|
418
$329K
|
|
|
Jan 25, 2024
Q4 2023
|
First National Bank Of Hutchinson
|
BUY
|
- |
3+ 0.15% |
$1.58K - $1.86K
|
1.95K
$1.54M
|
|
|
Jan 26, 2024
Q4 2023
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
3+ 0.72% |
$1.58K - $1.86K
|
417
$328K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
3+ 0.17% |
$1.58K - $1.86K
|
1.79K
$1.41M
|
|
|
Feb 07, 2024
Q4 2023
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
3+ 0.19% |
$1.58K - $1.86K
|
1.59K
$1.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
3+ 3.49% |
$1.58K - $1.86K
|
89
$70K
|
|
|
Feb 13, 2024
Q4 2023
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
3+ 0.69% |
$1.58K - $1.86K
|
439
$345K
|
|
|
Feb 13, 2024
Q4 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
3+ 0.14% |
$1.58K - $1.86K
|
2.13K
$1.68M
|
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
3+ 0.18% |
$1.58K - $1.86K
|
1.64K
$1.29M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
3+ 300.0% |
$1.58K - $1.86K
|
4
$3.15K
|
|
|
Apr 01, 2024
Q4 2023
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
3+ 0.63% |
$1.58K - $1.86K
|
480
$378K
|
|
|
Apr 10, 2024
Q4 2023
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
BUY
|
- |
3New |
$1.58K - $1.86K
|
3
$2.36K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2+ 0.1% |
$1.05K - $1.24K
|
2.07K
$1.63M
|