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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q4 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-3- 1.75% |
$1.58K - $1.86K
|
168
$131K
|
|
|
Jan 11, 2024
Q4 2023
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-4- 0.56% |
$2.1K - $2.48K
|
705
$549K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-4- 2.86% |
$2.1K - $2.48K
|
136
$106K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-4- 0.2% |
$2.1K - $2.48K
|
2.01K
$1.57M
|
|
|
Jan 19, 2024
Q4 2023
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-4- 0.92% |
$2.1K - $2.48K
|
430
$335K
|
|
|
Jan 25, 2024
Q4 2023
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-4- 0.05% |
$2.1K - $2.48K
|
7.7K
$6M
|
|
|
Jan 29, 2024
Q4 2023
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-4- 0.85% |
$2.1K - $2.48K
|
465
$362K
|
|
|
Feb 05, 2024
Q4 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
SELL
|
- |
-4- 0.14% |
$2.1K - $2.48K
|
2.93K
$2.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-4- 0.94% |
$2.1K - $2.48K
|
422
$329K
|
|
|
Feb 06, 2024
Q4 2023
|
W Advisors, LLC
Germantown, TN |
SELL
|
- |
-4- 0.74% |
$2.1K - $2.48K
|
539
$420K
|
|
|
Feb 14, 2024
Q4 2023
|
Woodward Diversified Capital, LLC
|
SELL
|
- |
-4- 0.1% |
$2.1K - $2.48K
|
4.16K
$3.24M
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
SELL
|
- |
-5- 1.11% |
$2.63K - $3.1K
|
446
$347K
|
|
|
Jan 10, 2024
Q4 2023
|
Lake Street Financial LLC
|
SELL
|
- |
-5- 0.06% |
$2.63K - $3.1K
|
7.74K
$6.02M
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-5- 0.12% |
$2.63K - $3.1K
|
4.03K
$3.13M
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-5- 0.92% |
$2.63K - $3.1K
|
536
$417K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-5- 0.01% |
$2.63K - $3.1K
|
43.6K
$34M
|
|
|
Feb 06, 2024
Q4 2023
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-5- 0.7% |
$2.63K - $3.1K
|
708
$551K
|
|
|
Feb 06, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-5- 0.23% |
$2.63K - $3.1K
|
2.13K
$1.66M
|
|
|
Feb 06, 2024
Q4 2023
|
Verus Financial Partners, Inc.
|
SELL
|
- |
-5- 0.95% |
$2.63K - $3.1K
|
523
$407K
|
|
|
Feb 08, 2024
Q4 2023
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-5- 1.09% |
$2.63K - $3.1K
|
453
$353K
|
|
|
Feb 09, 2024
Q4 2023
|
Citizens & Northern Corp
|
SELL
|
- |
-5- 1.23% |
$2.63K - $3.1K
|
403
$314K
|
|
|
Feb 15, 2024
Q4 2023
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-5- 0.05% |
$2.63K - $3.1K
|
9.53K
$7.42M
|
|
|
Jan 30, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-6- 0.04% |
$3.15K - $3.71K
|
13.8K
$10.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Northwest Capital Management Inc
|
SELL
|
- |
-6- 2.56% |
$3.15K - $3.71K
|
228
$178K
|
|
|
Feb 01, 2024
Q4 2023
|
Scott & Selber, Inc.
|
SELL
|
- |
-6- 0.28% |
$3.15K - $3.71K
|
2.13K
$1.66M
|
|
|
Feb 06, 2024
Q4 2023
|
9258 Wealth Management, LLC
|
SELL
|
- |
-6- 0.12% |
$3.15K - $3.71K
|
5.13K
$3.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Vantage Consulting Group Inc
Virginia Beach, VA |
SELL
|
- |
-6- 1.52% |
$3.15K - $3.71K
|
390
$304K
|
|
|
Aug 29, 2024
Q4 2023
|
Waldron Private Wealth LLC
|
SELL
|
- |
-6- 0.04% |
$3.15K - $3.71K
|
13.8K
$10.8M
|
|
|
Jan 09, 2024
Q4 2023
|
Silvia Mccoll Wealth Management, LLC
San Diego, CA |
SELL
|
- |
-7- 1.61% |
$3.68K - $4.33K
|
429
$334K
|
|
|
Jan 17, 2024
Q4 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
SELL
|
- |
-7- 31.82% |
$3.68K - $4.33K
|
15
$11.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-7- 1.08% |
$3.68K - $4.33K
|
640
$498K
|
|
|
Jan 19, 2024
Q4 2023
|
Westhampton Capital, LLC
|
SELL
|
- |
-7- 0.31% |
$3.68K - $4.33K
|
2.26K
$1.76M
|
|
|
Jan 19, 2024
Q4 2023
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-7- 0.3% |
$3.68K - $4.33K
|
2.34K
$1.82M
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
SELL
|
- |
-7- 0.92% |
$3.68K - $4.33K
|
752
$586K
|
|
|
Feb 05, 2024
Q4 2023
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
SELL
|
- |
-7- 0.34% |
$3.68K - $4.33K
|
2.07K
$1.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-7- 1.51% |
$3.68K - $4.33K
|
456
$355K
|
|
|
Feb 09, 2024
Q4 2023
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-7- 0.17% |
$3.68K - $4.33K
|
4.04K
$3.15M
|
|
|
Feb 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-7- 0.28% |
$3.68K - $4.33K
|
2.48K
$1.93M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-8- 1.96% |
$4.2K - $4.95K
|
400
$311K
|
|
|
Jan 09, 2024
Q4 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-8- 0.2% |
$4.2K - $4.95K
|
3.93K
$3.06M
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-8- 0.45% |
$4.2K - $4.95K
|
1.76K
$1.37M
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-8- 1.89% |
$4.2K - $4.95K
|
415
$323K
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
SELL
|
- |
-8- 0.33% |
$4.2K - $4.95K
|
2.39K
$1.86M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-8- 38.1% |
$4.2K - $4.95K
|
13
$10.1K
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-8- 1.2% |
$4.2K - $4.95K
|
656
$511K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-8- 0.48% |
$4.2K - $4.95K
|
1.64K
$1.28M
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-8- 40.0% |
$4.2K - $4.95K
|
12
$9.34K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-8- 0.71% |
$4.2K - $4.95K
|
1.12K
$870K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-8- 0.35% |
$4.2K - $4.95K
|
2.27K
$1.77M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-9- 0.19% |
$4.73K - $5.57K
|
4.85K
$3.78M
|