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
|
Morling Financial Advisors, LLC
|
BUY
|
- |
2+ 0.36% |
$1.05K - $1.24K
|
552
$453K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
2+ 0.2% |
$1.05K - $1.24K
|
1K
$822K
|
|
|
Feb 06, 2024
Q4 2023
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
2+ 0.24% |
$1.05K - $1.24K
|
839
$689K
|
|
|
Feb 06, 2024
Q4 2023
|
Meridian Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.03% |
$1.05K - $1.24K
|
7.17K
$5.89M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
2+ 0.24% |
$1.05K - $1.24K
|
826
$679K
|
|
|
Feb 12, 2024
Q4 2023
|
Alta Wealth Advisors LLC
|
BUY
|
- |
2+ 0.07% |
$1.05K - $1.24K
|
3.05K
$2.5M
|
|
|
Apr 16, 2024
Q4 2023
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2+ 0.04% |
$1.05K - $1.24K
|
4.87K
$4M
|
|
|
Jan 08, 2024
Q4 2023
|
Vigilare Wealth Management
|
BUY
|
- |
1+ 0.03% |
$525 - $619
|
3.29K
$2.7M
|
|
|
Jan 08, 2024
Q4 2023
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
1+ 0.26% |
$525 - $619
|
390
$320K
|
|
|
Jan 10, 2024
Q4 2023
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$525 - $619
|
1.57K
$1.29M
|
|
|
Jan 16, 2024
Q4 2023
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
1+ 0.01% |
$525 - $619
|
11K
$9.04M
|
|
|
Jan 17, 2024
Q4 2023
|
First Premier Bank
|
BUY
|
- |
1+ 0.19% |
$525 - $619
|
533
$438K
|
|
|
Jan 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
1+ 9.09% |
$525 - $619
|
12
$9.86K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1+ 0.02% |
$525 - $619
|
4.99K
$4.1M
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
1+ 0.18% |
$525 - $619
|
551
$453K
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
1+ 0.01% |
$525 - $619
|
14.8K
$12.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
1+ 0.15% |
$525 - $619
|
688
$565K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.23% |
$525 - $619
|
435
$357K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.15% |
$525 - $619
|
690
$567K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 1.35% |
$525 - $619
|
75
$61.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.19% |
$525 - $619
|
516
$424K
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
1+ 0.04% |
$525 - $619
|
2.32K
$1.91M
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1+ 0.12% |
$525 - $619
|
807
$663K
|
|
|
Feb 05, 2024
Q4 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
1+ 0.37% |
$525 - $619
|
272
$223K
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1+ 0.08% |
$525 - $619
|
1.26K
$1.04M
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
1+ 0.01% |
$525 - $619
|
11.5K
$9.48M
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1+ 0.09% |
$525 - $619
|
1.06K
$869K
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1+ 0.2% |
$525 - $619
|
513
$421K
|
|
|
Feb 12, 2024
Q4 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1+ 0.26% |
$525 - $619
|
389
$320K
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1+ 0.01% |
$525 - $619
|
12.3K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.72% |
$525 - $619
|
139
$114K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1+ 0.01% |
$525 - $619
|
7K
$5.75M
|
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
1+ 0.08% |
$525 - $619
|
1.21K
$990K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$525 - $619
|
1
$821
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1+ 0.08% |
$525 - $619
|
1.33K
$1.09M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1- 0.22% |
$525 - $619
|
450
$370K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1- 0.01% |
$525 - $619
|
10.8K
$8.84M
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1- 0.08% |
$525 - $619
|
1.33K
$1.09M
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1- 0.01% |
$525 - $619
|
15.6K
$12.8M
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-1- 0.08% |
$525 - $619
|
1.28K
$1.05M
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1- 0.01% |
$525 - $619
|
14.9K
$12.2M
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-1- 0.34% |
$525 - $619
|
291
$239K
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.08% |
$525 - $619
|
1.32K
$1.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1- 0.17% |
$525 - $619
|
601
$494K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-1- 0.09% |
$525 - $619
|
1.12K
$923K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-1- 0.04% |
$525 - $619
|
2.32K
$1.91M
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-2- 0.51% |
$1.05K - $1.24K
|
393
$323K
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
SELL
|
- |
-2- 0.36% |
$1.05K - $1.24K
|
560
$460K
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-2- 0.11% |
$1.05K - $1.24K
|
1.81K
$1.48M
|
|
|
Jan 30, 2024
Q4 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-2- 0.32% |
$1.05K - $1.24K
|
625
$513K
|