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 15, 2024
Q4 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-7- 0.28% |
$3.68K - $4.33K
|
2.48K
$2.04M
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-8- 1.96% |
$4.2K - $4.95K
|
400
$329K
|
|
|
Jan 09, 2024
Q4 2023
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-8- 0.2% |
$4.2K - $4.95K
|
3.93K
$3.23M
|
|
|
Jan 10, 2024
Q4 2023
|
Winthrop Advisory Group LLC
|
SELL
|
- |
-8- 0.45% |
$4.2K - $4.95K
|
1.76K
$1.44M
|
|
|
Jan 11, 2024
Q4 2023
|
Ridgewood Investments LLC
|
SELL
|
- |
-8- 1.89% |
$4.2K - $4.95K
|
415
$341K
|
|
|
Jan 18, 2024
Q4 2023
|
Mjp Associates Inc
|
SELL
|
- |
-8- 0.33% |
$4.2K - $4.95K
|
2.39K
$1.96M
|
|
|
Jan 24, 2024
Q4 2023
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-8- 38.1% |
$4.2K - $4.95K
|
13
$10.7K
|
|
|
Jan 26, 2024
Q4 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-8- 1.2% |
$4.2K - $4.95K
|
656
$539K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarus Group, Inc.
|
SELL
|
- |
-8- 0.48% |
$4.2K - $4.95K
|
1.64K
$1.35M
|
|
|
Feb 06, 2024
Q4 2023
|
Rogco, LP
Claremore, OK |
SELL
|
- |
-8- 40.0% |
$4.2K - $4.95K
|
12
$9.86K
|
|
|
Feb 09, 2024
Q4 2023
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-8- 0.71% |
$4.2K - $4.95K
|
1.12K
$918K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-8- 0.35% |
$4.2K - $4.95K
|
2.27K
$1.87M
|
|
|
Jan 08, 2024
Q4 2023
|
High Net Worth Advisory Group LLC
Naples, FL |
SELL
|
- |
-9- 0.19% |
$4.73K - $5.57K
|
4.85K
$3.99M
|
|
|
Jan 12, 2024
Q4 2023
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-9- 1.01% |
$4.73K - $5.57K
|
884
$726K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-9- 0.05% |
$4.73K - $5.57K
|
18.8K
$15.5M
|
|
|
Jan 17, 2024
Q4 2023
|
Canvas Wealth Advisors, LLC
|
SELL
|
- |
-9- 1.51% |
$4.73K - $5.57K
|
587
$482K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-9- 0.5% |
$4.73K - $5.57K
|
1.78K
$1.46M
|
|
|
Feb 16, 2024
Q4 2023
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-9- 0.21% |
$4.73K - $5.57K
|
4.28K
$3.52M
|
|
|
Jan 02, 2024
Q4 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-10- 0.57% |
$5.25K - $6.19K
|
1.75K
$1.44M
|
|
|
Jan 05, 2024
Q4 2023
|
Greenfield Savings Bank
|
SELL
|
- |
-10- 1.18% |
$5.25K - $6.19K
|
835
$686K
|
|
|
Jan 18, 2024
Q4 2023
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-10- 1.54% |
$5.25K - $6.19K
|
641
$527K
|
|
|
Jan 26, 2024
Q4 2023
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-10- 0.96% |
$5.25K - $6.19K
|
1.04K
$851K
|
|
|
Jan 31, 2024
Q4 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-10- 1.92% |
$5.25K - $6.19K
|
510
$419K
|
|
|
Feb 06, 2024
Q4 2023
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-10- 1.05% |
$5.25K - $6.19K
|
939
$771K
|
|
|
Feb 08, 2024
Q4 2023
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-10- 0.24% |
$5.25K - $6.19K
|
4.08K
$3.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Nicholas Company, Inc.
|
SELL
|
- |
-10- 0.01% |
$5.25K - $6.19K
|
99.1K
$81.4M
|
|
|
Jan 05, 2024
Q4 2023
|
Apella Capital, LLC
|
SELL
|
- |
-11- 0.68% |
$5.78K - $6.81K
|
1.6K
$1.32M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Private Trust Co.
|
SELL
|
- |
-11- 0.15% |
$5.78K - $6.81K
|
7.31K
$6M
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-11- 0.51% |
$5.78K - $6.81K
|
2.13K
$1.75M
|
|
|
Jan 23, 2024
Q4 2023
|
Towerpoint Wealth, LLC
Sacramento, CA |
SELL
|
- |
-11- 0.26% |
$5.78K - $6.81K
|
4.23K
$3.47M
|
|
|
Jan 30, 2024
Q4 2023
|
Investment Advisory Group, LLC
|
SELL
|
- |
-11- 1.76% |
$5.78K - $6.81K
|
614
$504K
|
|
|
Jan 30, 2024
Q4 2023
|
Dgs Capital Management, LLC
|
SELL
|
- |
-11- 0.57% |
$5.78K - $6.81K
|
1.93K
$1.58M
|
|
|
Jan 30, 2024
Q4 2023
|
Sentry Investment Management LLC
|
SELL
|
- |
-11- 0.24% |
$5.78K - $6.81K
|
4.62K
$3.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Lutz Financial Services LLC
|
SELL
|
- |
-11- 2.81% |
$5.78K - $6.81K
|
381
$313K
|
|
|
Feb 14, 2024
Q4 2023
|
Geller Advisors LLC
New York, NY |
SELL
|
- |
-11- 0.28% |
$5.78K - $6.81K
|
3.89K
$3.2M
|
|
|
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
$858K
|
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-12- 0.95% |
$6.3K - $7.43K
|
1.25K
$1.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Opus Capital Group, LLC
|
SELL
|
- |
-12- 0.93% |
$6.3K - $7.43K
|
1.28K
$1.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-12- 2.29% |
$6.3K - $7.43K
|
513
$421K
|
|
|
Jan 12, 2024
Q4 2023
|
Kure Advisory, LLC
Plymouth, MN |
SELL
|
- |
-13- 1.71% |
$6.83K - $8.05K
|
749
$615K
|
|
|
Jan 29, 2024
Q4 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-13- 0.58% |
$6.83K - $8.05K
|
2.25K
$1.85M
|
|
|
Feb 06, 2024
Q4 2023
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-13- 2.1% |
$6.83K - $8.05K
|
606
$498K
|
|
|
Feb 12, 2024
Q4 2023
|
Inspire Advisors, LLC
Meridian, ID |
SELL
|
- |
-13- 3.1% |
$6.83K - $8.05K
|
407
$334K
|
|
|
Jan 12, 2024
Q4 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-14- 0.51% |
$7.35K - $8.67K
|
2.74K
$2.25M
|
|
|
Jan 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-14- 1.24% |
$7.35K - $8.67K
|
1.11K
$913K
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-14- 2.79% |
$7.35K - $8.67K
|
487
$400K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-14- 1.3% |
$7.35K - $8.67K
|
1.07K
$875K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-14- 3.31% |
$7.35K - $8.67K
|
409
$336K
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-15- 2.33% |
$7.88K - $9.29K
|
628
$516K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-15- 2.03% |
$7.88K - $9.29K
|
723
$594K
|