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
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
2+ 0.25% |
$1.05K - $1.24K
|
802
$631K
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
2+ 0.41% |
$1.05K - $1.24K
|
492
$387K
|
|
|
Jan 18, 2024
Q4 2023
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
2+ 0.02% |
$1.05K - $1.24K
|
8.75K
$6.88M
|
|
|
Jan 25, 2024
Q4 2023
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
2+ 0.06% |
$1.05K - $1.24K
|
3.17K
$2.49M
|
|
|
Jan 26, 2024
Q4 2023
|
Fingerlakes Wealth Management, Inc.
|
BUY
|
- |
2+ 0.17% |
$1.05K - $1.24K
|
1.16K
$912K
|
|
|
Jan 30, 2024
Q4 2023
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$1.05K - $1.24K
|
5.95K
$4.68M
|
|
|
Feb 02, 2024
Q4 2023
|
Morling Financial Advisors, LLC
|
BUY
|
- |
2+ 0.36% |
$1.05K - $1.24K
|
552
$434K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.2% |
$1.05K - $1.24K
|
1K
$788K
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2+ 0.24% |
$1.05K - $1.24K
|
839
$660K
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$1.05K - $1.24K
|
7.17K
$5.64M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
2+ 0.24% |
$1.05K - $1.24K
|
826
$650K
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
2+ 0.07% |
$1.05K - $1.24K
|
3.05K
$2.4M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2+ 0.04% |
$1.05K - $1.24K
|
4.87K
$3.83M
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
1+ 0.03% |
$525 - $619
|
3.29K
$2.59M
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1+ 0.26% |
$525 - $619
|
390
$307K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$525 - $619
|
1.57K
$1.23M
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1+ 0.01% |
$525 - $619
|
11K
$8.66M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
1+ 0.19% |
$525 - $619
|
533
$419K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
1+ 9.09% |
$525 - $619
|
12
$9.44K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1+ 0.02% |
$525 - $619
|
4.99K
$3.93M
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
1+ 0.18% |
$525 - $619
|
551
$434K
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
1+ 0.01% |
$525 - $619
|
14.8K
$11.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
1+ 0.15% |
$525 - $619
|
688
$541K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.23% |
$525 - $619
|
435
$342K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.15% |
$525 - $619
|
690
$543K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 1.35% |
$525 - $619
|
75
$59K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.19% |
$525 - $619
|
516
$406K
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
1+ 0.04% |
$525 - $619
|
2.32K
$1.83M
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1+ 0.12% |
$525 - $619
|
807
$635K
|
|
|
Feb 05, 2024
Q4 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
1+ 0.37% |
$525 - $619
|
272
$214K
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1+ 0.08% |
$525 - $619
|
1.26K
$995K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
1+ 0.01% |
$525 - $619
|
11.5K
$9.08M
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1+ 0.09% |
$525 - $619
|
1.06K
$833K
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1+ 0.2% |
$525 - $619
|
513
$404K
|
|
|
Feb 12, 2024
Q4 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1+ 0.26% |
$525 - $619
|
389
$306K
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1+ 0.01% |
$525 - $619
|
12.3K
$9.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.72% |
$525 - $619
|
139
$109K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1+ 0.01% |
$525 - $619
|
7K
$5.51M
|
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
1+ 0.08% |
$525 - $619
|
1.21K
$948K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$525 - $619
|
1
$787
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1+ 0.08% |
$525 - $619
|
1.33K
$1.05M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1- 0.22% |
$525 - $619
|
450
$354K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1- 0.01% |
$525 - $619
|
10.8K
$8.47M
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1- 0.08% |
$525 - $619
|
1.33K
$1.04M
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1- 0.01% |
$525 - $619
|
15.6K
$12.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-1- 0.08% |
$525 - $619
|
1.28K
$1.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1- 0.01% |
$525 - $619
|
14.9K
$11.7M
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-1- 0.34% |
$525 - $619
|
291
$229K
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.08% |
$525 - $619
|
1.32K
$1.04M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1- 0.17% |
$525 - $619
|
601
$473K
|