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 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-9- 0.19% |
$4.73K - $5.57K
|
4.85K
$3.71M
|
|
|
Jan 12, 2024
Q4 2023
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-9- 1.01% |
$4.73K - $5.57K
|
884
$676K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-9- 0.05% |
$4.73K - $5.57K
|
18.8K
$14.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-9- 1.51% |
$4.73K - $5.57K
|
587
$449K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-9- 0.5% |
$4.73K - $5.57K
|
1.78K
$1.36M
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-9- 0.21% |
$4.73K - $5.57K
|
4.28K
$3.28M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-10- 0.57% |
$5.25K - $6.19K
|
1.75K
$1.34M
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-10- 1.18% |
$5.25K - $6.19K
|
835
$639K
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-10- 1.54% |
$5.25K - $6.19K
|
641
$490K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-10- 0.96% |
$5.25K - $6.19K
|
1.04K
$792K
|
|
|
Jan 31, 2024
Q4 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-10- 1.92% |
$5.25K - $6.19K
|
510
$390K
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-10- 1.05% |
$5.25K - $6.19K
|
939
$718K
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-10- 0.24% |
$5.25K - $6.19K
|
4.08K
$3.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-10- 0.01% |
$5.25K - $6.19K
|
99.1K
$75.8M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-11- 0.68% |
$5.78K - $6.81K
|
1.6K
$1.23M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-11- 0.15% |
$5.78K - $6.81K
|
7.31K
$5.59M
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-11- 0.51% |
$5.78K - $6.81K
|
2.13K
$1.63M
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-11- 0.26% |
$5.78K - $6.81K
|
4.23K
$3.23M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-11- 1.76% |
$5.78K - $6.81K
|
614
$470K
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-11- 0.57% |
$5.78K - $6.81K
|
1.93K
$1.47M
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-11- 0.24% |
$5.78K - $6.81K
|
4.62K
$3.53M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-11- 2.81% |
$5.78K - $6.81K
|
381
$291K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-11- 0.28% |
$5.78K - $6.81K
|
3.89K
$2.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-11- 1.04% |
$5.78K - $6.81K
|
1.05K
$799K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-12- 0.95% |
$6.3K - $7.43K
|
1.25K
$956K
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-12- 0.93% |
$6.3K - $7.43K
|
1.28K
$978K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-12- 2.29% |
$6.3K - $7.43K
|
513
$392K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-13- 1.71% |
$6.83K - $8.05K
|
749
$573K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-13- 0.58% |
$6.83K - $8.05K
|
2.25K
$1.72M
|
|
|
Feb 06, 2024
Q4 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-13- 2.1% |
$6.83K - $8.05K
|
606
$463K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-13- 3.1% |
$6.83K - $8.05K
|
407
$311K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-14- 0.51% |
$7.35K - $8.67K
|
2.74K
$2.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-14- 1.24% |
$7.35K - $8.67K
|
1.11K
$850K
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-14- 2.79% |
$7.35K - $8.67K
|
487
$372K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-14- 1.3% |
$7.35K - $8.67K
|
1.07K
$814K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-14- 3.31% |
$7.35K - $8.67K
|
409
$313K
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-15- 2.33% |
$7.88K - $9.29K
|
628
$480K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-15- 2.03% |
$7.88K - $9.29K
|
723
$553K
|
|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-15- 30.0% |
$7.88K - $9.29K
|
35
$26.8K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-15- 1.99% |
$7.88K - $9.29K
|
740
$566K
|
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
SELL
|
- |
-15- 1.0% |
$7.88K - $9.29K
|
1.48K
$1.13M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-15- 1.17% |
$7.88K - $9.29K
|
1.26K
$966K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-15- 0.24% |
$7.88K - $9.29K
|
6.23K
$4.77M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-15- 2.84% |
$7.88K - $9.29K
|
513
$392K
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-15- 15.0% |
$7.88K - $9.29K
|
85
$65K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-15- 6.49% |
$7.88K - $9.29K
|
216
$165K
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-15- 2.58% |
$7.88K - $9.29K
|
567
$434K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-15- 0.76% |
$7.88K - $9.29K
|
1.95K
$1.49M
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-15- 2.63% |
$7.88K - $9.29K
|
555
$424K
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-16- 2.02% |
$8.4K - $9.91K
|
778
$595K
|