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 13, 2024
Q4 2023
|
Financial Advisory Group
Houston, TX |
SELL
|
- |
-1- 0.09% |
$525 - $619
|
1.12K
$884K
|
|
|
Feb 14, 2024
Q4 2023
|
Sonora Investment Management Group, LLC
Tucson, AZ |
SELL
|
- |
-1- 0.04% |
$525 - $619
|
2.32K
$1.83M
|
|
|
Jan 18, 2024
Q4 2023
|
Ellsworth Advisors, LLC
|
SELL
|
- |
-2- 0.51% |
$1.05K - $1.24K
|
393
$309K
|
|
|
Jan 22, 2024
Q4 2023
|
Planning Center, Inc.
|
SELL
|
- |
-2- 0.36% |
$1.05K - $1.24K
|
560
$441K
|
|
|
Jan 29, 2024
Q4 2023
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-2- 0.11% |
$1.05K - $1.24K
|
1.81K
$1.42M
|
|
|
Jan 30, 2024
Q4 2023
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-2- 0.32% |
$1.05K - $1.24K
|
625
$492K
|
|
|
Jan 30, 2024
Q4 2023
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-2- 0.19% |
$1.05K - $1.24K
|
1.07K
$842K
|
|
|
Jan 30, 2024
Q4 2023
|
Pay Pay Securities Corp
Tokyo, M0 |
SELL
|
- |
-2- 8.0% |
$1.05K - $1.24K
|
23
$18.1K
|
|
|
Jan 31, 2024
Q4 2023
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-2- 0.42% |
$1.05K - $1.24K
|
476
$375K
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-2- 0.2% |
$1.05K - $1.24K
|
996
$784K
|
|
|
Feb 08, 2024
Q4 2023
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-2- 0.27% |
$1.05K - $1.24K
|
744
$585K
|
|
|
Feb 12, 2024
Q4 2023
|
Draper Asset Management, LLC
Smithtown, NY |
SELL
|
- |
-2- 0.03% |
$1.05K - $1.24K
|
6.25K
$4.92M
|
|
|
Feb 14, 2024
Q4 2023
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-2- 0.02% |
$1.05K - $1.24K
|
8.34K
$6.56M
|
|
|
Jan 08, 2024
Q4 2023
|
Mc Lean Asset Management Corp
|
SELL
|
- |
-3- 0.21% |
$1.58K - $1.86K
|
1.44K
$1.13M
|
|
|
Jan 24, 2024
Q4 2023
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-3- 0.1% |
$1.58K - $1.86K
|
3.04K
$2.39M
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
SELL
|
- |
-3- 0.26% |
$1.58K - $1.86K
|
1.13K
$891K
|
|
|
Jan 29, 2024
Q4 2023
|
Seascape Capital Management
Portsmouth, NH |
SELL
|
- |
-3- 0.17% |
$1.58K - $1.86K
|
1.73K
$1.36M
|
|
|
Jan 30, 2024
Q4 2023
|
Decision Point Financial, LLC
Mesa, AZ |
SELL
|
- |
-3- 17.65% |
$1.58K - $1.86K
|
14
$11K
|
|
|
Feb 07, 2024
Q4 2023
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-3- 0.64% |
$1.58K - $1.86K
|
468
$368K
|
|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 1.75% |
$1.58K - $1.86K
|
168
$132K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-4- 0.56% |
$2.1K - $2.48K
|
705
$555K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-4- 2.86% |
$2.1K - $2.48K
|
136
$107K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-4- 0.2% |
$2.1K - $2.48K
|
2.01K
$1.58M
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.92% |
$2.1K - $2.48K
|
430
$338K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-4- 0.05% |
$2.1K - $2.48K
|
7.7K
$6.06M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-4- 0.85% |
$2.1K - $2.48K
|
465
$366K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-4- 0.14% |
$2.1K - $2.48K
|
2.93K
$2.31M
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-4- 0.94% |
$2.1K - $2.48K
|
422
$332K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-4- 0.74% |
$2.1K - $2.48K
|
539
$424K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-4- 0.1% |
$2.1K - $2.48K
|
4.16K
$3.27M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-5- 1.11% |
$2.63K - $3.1K
|
446
$351K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-5- 0.06% |
$2.63K - $3.1K
|
7.74K
$6.09M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-5- 0.12% |
$2.63K - $3.1K
|
4.03K
$3.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-5- 0.92% |
$2.63K - $3.1K
|
536
$422K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-5- 0.01% |
$2.63K - $3.1K
|
43.6K
$34.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-5- 0.7% |
$2.63K - $3.1K
|
708
$557K
|
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-5- 0.23% |
$2.63K - $3.1K
|
2.13K
$1.68M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-5- 0.95% |
$2.63K - $3.1K
|
523
$412K
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-5- 1.09% |
$2.63K - $3.1K
|
453
$356K
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-5- 1.23% |
$2.63K - $3.1K
|
403
$317K
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-5- 0.05% |
$2.63K - $3.1K
|
9.53K
$7.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-6- 0.04% |
$3.15K - $3.71K
|
13.8K
$10.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-6- 2.56% |
$3.15K - $3.71K
|
228
$179K
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-6- 0.28% |
$3.15K - $3.71K
|
2.13K
$1.68M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-6- 0.12% |
$3.15K - $3.71K
|
5.13K
$4.03M
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-6- 1.52% |
$3.15K - $3.71K
|
390
$307K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-6- 0.04% |
$3.15K - $3.71K
|
13.8K
$10.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-7- 1.61% |
$3.68K - $4.33K
|
429
$338K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-7- 31.82% |
$3.68K - $4.33K
|
15
$11.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-7- 1.08% |
$3.68K - $4.33K
|
640
$504K
|