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 24, 2024
Q4 2023
|
Amarillo National Bank
|
SELL
|
- |
-15- 1.0% |
$7.88K - $9.29K
|
1.48K
$1.23M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-15- 1.17% |
$7.88K - $9.29K
|
1.26K
$1.05M
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-15- 0.24% |
$7.88K - $9.29K
|
6.23K
$5.17M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-15- 2.84% |
$7.88K - $9.29K
|
513
$426K
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-15- 15.0% |
$7.88K - $9.29K
|
85
$70.5K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-15- 6.49% |
$7.88K - $9.29K
|
216
$179K
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-15- 2.58% |
$7.88K - $9.29K
|
567
$470K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-15- 0.76% |
$7.88K - $9.29K
|
1.95K
$1.62M
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-15- 2.63% |
$7.88K - $9.29K
|
555
$461K
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-16- 2.02% |
$8.4K - $9.91K
|
778
$646K
|
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-16- 1.91% |
$8.4K - $9.91K
|
823
$683K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-16- 0.85% |
$8.4K - $9.91K
|
1.87K
$1.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Center Star Asset Management, LLC
|
SELL
|
- |
-16- 1.13% |
$8.4K - $9.91K
|
1.4K
$1.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-16- 0.41% |
$8.4K - $9.91K
|
3.84K
$3.19M
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-16- 2.55% |
$8.4K - $9.91K
|
611
$507K
|
|
|
Feb 13, 2024
Q4 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-16- 0.41% |
$8.4K - $9.91K
|
3.9K
$3.24M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-16- 0.85% |
$8.4K - $9.91K
|
1.86K
$1.55M
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-17- 2.57% |
$8.93K - $10.5K
|
645
$535K
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-17- 3.46% |
$8.93K - $10.5K
|
475
$394K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-17- 6.25% |
$8.93K - $10.5K
|
255
$212K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
SELL
|
- |
-18- 1.48% |
$9.45K - $11.1K
|
1.2K
$997K
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-18- 4.37% |
$9.45K - $11.1K
|
394
$327K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-18- 1.09% |
$9.45K - $11.1K
|
1.63K
$1.35M
|
|
|
Feb 14, 2024
Q4 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-18- 0.23% |
$9.45K - $11.1K
|
7.85K
$6.52M
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-18- 0.34% |
$9.45K - $11.1K
|
5.27K
$4.37M
|
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-19- 5.15% |
$9.98K - $11.8K
|
350
$290K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-19- 3.37% |
$9.98K - $11.8K
|
544
$451K
|
|
|
Feb 08, 2024
Q4 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-19- 4.03% |
$9.98K - $11.8K
|
452
$375K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-19- 2.53% |
$9.98K - $11.8K
|
733
$608K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-19- 0.2% |
$9.98K - $11.8K
|
9.27K
$7.69M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-19- 0.95% |
$9.98K - $11.8K
|
1.98K
$1.64M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-20- 1.29% |
$10.5K - $12.4K
|
1.54K
$1.27M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-20- 1.01% |
$10.5K - $12.4K
|
1.96K
$1.63M
|
|
|
Jan 19, 2024
Q4 2023
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-20- 0.51% |
$10.5K - $12.4K
|
3.89K
$3.22M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-20- 0.66% |
$10.5K - $12.4K
|
2.99K
$2.48M
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-20- 0.27% |
$10.5K - $12.4K
|
7.33K
$6.08M
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-20- 0.13% |
$10.5K - $12.4K
|
15.4K
$12.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-20- 0.64% |
$10.5K - $12.4K
|
3.09K
$2.56M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-20- 1.83% |
$10.5K - $12.4K
|
1.08K
$892K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-20- 29.41% |
$10.5K - $12.4K
|
48
$39.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-21- 1.86% |
$11K - $13K
|
1.11K
$918K
|
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-22- 3.06% |
$11.6K - $13.6K
|
696
$578K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-22- 3.12% |
$11.6K - $13.6K
|
683
$567K
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-22- 2.2% |
$11.6K - $13.6K
|
978
$812K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
SELL
|
- |
-23- 0.19% |
$12.1K - $14.2K
|
12.2K
$10.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-23- 1.02% |
$12.1K - $14.2K
|
2.23K
$1.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-23- 0.1% |
$12.1K - $14.2K
|
23.3K
$19.4M
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-23- 0.92% |
$12.1K - $14.2K
|
2.49K
$2.06M
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-24- 3.86% |
$12.6K - $14.9K
|
597
$495K
|
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
SELL
|
- |
-25- 4.15% |
$13.1K - $15.5K
|
577
$479K
|