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 18, 2024
Q4 2023
|
West End Advisors, LLC
|
BUY
|
- |
1+ 9.09% |
$525 - $619
|
12
$9.18K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
1+ 0.02% |
$525 - $619
|
4.99K
$3.82M
|
|
|
Jan 23, 2024
Q4 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
1+ 0.18% |
$525 - $619
|
551
$421K
|
|
|
Jan 25, 2024
Q4 2023
|
Wolff Financial Management LLC
|
BUY
|
- |
1+ 0.01% |
$525 - $619
|
14.8K
$11.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
1+ 0.15% |
$525 - $619
|
688
$526K
|
|
|
Jan 29, 2024
Q4 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
1+ 0.23% |
$525 - $619
|
435
$333K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
1+ 0.15% |
$525 - $619
|
690
$528K
|
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 1.35% |
$525 - $619
|
75
$57.4K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 0.19% |
$525 - $619
|
516
$395K
|
|
|
Feb 05, 2024
Q4 2023
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
1+ 0.04% |
$525 - $619
|
2.32K
$1.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1+ 0.12% |
$525 - $619
|
807
$617K
|
|
|
Feb 05, 2024
Q4 2023
|
Disciplina Capital Management LLC
Nashville, TN |
BUY
|
- |
1+ 0.37% |
$525 - $619
|
272
$208K
|
|
|
Feb 08, 2024
Q4 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1+ 0.08% |
$525 - $619
|
1.26K
$967K
|
|
|
Feb 08, 2024
Q4 2023
|
Amg National Trust Bank
|
BUY
|
- |
1+ 0.01% |
$525 - $619
|
11.5K
$8.83M
|
|
|
Feb 09, 2024
Q4 2023
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
1+ 0.09% |
$525 - $619
|
1.06K
$809K
|
|
|
Feb 12, 2024
Q4 2023
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1+ 0.2% |
$525 - $619
|
513
$392K
|
|
|
Feb 12, 2024
Q4 2023
|
Quaker Wealth Management, LLC
|
BUY
|
- |
1+ 0.26% |
$525 - $619
|
389
$297K
|
|
|
Feb 13, 2024
Q4 2023
|
Essential Planning, Llc.
Portsmouth, NH |
BUY
|
- |
1+ 0.01% |
$525 - $619
|
12.3K
$9.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.72% |
$525 - $619
|
139
$106K
|
|
|
Feb 14, 2024
Q4 2023
|
Bos Asset Management, LLC
Springfield, IL |
BUY
|
- |
1+ 0.01% |
$525 - $619
|
7K
$5.35M
|
|
|
Feb 15, 2024
Q4 2023
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
1+ 0.08% |
$525 - $619
|
1.21K
$921K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
1New |
$525 - $619
|
1
$765
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1+ 0.08% |
$525 - $619
|
1.33K
$1.02M
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-1- 0.22% |
$525 - $619
|
450
$344K
|
|
|
Jan 11, 2024
Q4 2023
|
Radnor Capital Management, LLC
|
SELL
|
- |
-1- 0.01% |
$525 - $619
|
10.8K
$8.23M
|
|
|
Jan 18, 2024
Q4 2023
|
Cornell Pochily Investment Advisors, Inc.
|
SELL
|
- |
-1- 0.08% |
$525 - $619
|
1.33K
$1.01M
|
|
|
Jan 18, 2024
Q4 2023
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-1- 0.01% |
$525 - $619
|
15.6K
$12M
|
|
|
Jan 22, 2024
Q4 2023
|
Five Oceans Advisors
|
SELL
|
- |
-1- 0.08% |
$525 - $619
|
1.28K
$978K
|
|
|
Jan 29, 2024
Q4 2023
|
Hartford Financial Management Inc.
|
SELL
|
- |
-1- 0.01% |
$525 - $619
|
14.9K
$11.4M
|
|
|
Jan 29, 2024
Q4 2023
|
First Personal Financial Services
|
SELL
|
- |
-1- 0.34% |
$525 - $619
|
291
$223K
|
|
|
Jan 30, 2024
Q4 2023
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-1- 0.08% |
$525 - $619
|
1.32K
$1.01M
|
|
|
Feb 07, 2024
Q4 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1- 0.17% |
$525 - $619
|
601
$460K
|
|
|
Feb 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-1- 0.09% |
$525 - $619
|
1.12K
$860K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-1- 0.04% |
$525 - $619
|
2.32K
$1.78M
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-2- 0.51% |
$1.05K - $1.24K
|
393
$301K
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
SELL
|
- |
-2- 0.36% |
$1.05K - $1.24K
|
560
$428K
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-2- 0.11% |
$1.05K - $1.24K
|
1.81K
$1.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-2- 0.32% |
$1.05K - $1.24K
|
625
$478K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2- 0.19% |
$1.05K - $1.24K
|
1.07K
$818K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-2- 8.0% |
$1.05K - $1.24K
|
23
$17.6K
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-2- 0.42% |
$1.05K - $1.24K
|
476
$364K
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-2- 0.2% |
$1.05K - $1.24K
|
996
$762K
|
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.27% |
$1.05K - $1.24K
|
744
$569K
|
|
|
Feb 12, 2024
Q4 2023
|
Draper Asset Management, LLC
Smithtown, NY |
SELL
|
- |
-2- 0.03% |
$1.05K - $1.24K
|
6.25K
$4.78M
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-2- 0.02% |
$1.05K - $1.24K
|
8.34K
$6.38M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3- 0.21% |
$1.58K - $1.86K
|
1.44K
$1.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-3- 0.1% |
$1.58K - $1.86K
|
3.04K
$2.32M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-3- 0.26% |
$1.58K - $1.86K
|
1.13K
$866K
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-3- 0.17% |
$1.58K - $1.86K
|
1.73K
$1.32M
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-3- 17.65% |
$1.58K - $1.86K
|
14
$10.7K
|