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 17, 2024
Q4 2023
|
Monarch Capital Management Inc
|
SELL
|
- |
-14- 1.24% |
$7.35K - $8.67K
|
1.11K
$875K
|
|
|
Jan 18, 2024
Q4 2023
|
Cottage Street Advisors LLC
|
SELL
|
- |
-14- 2.79% |
$7.35K - $8.67K
|
487
$383K
|
|
|
Feb 09, 2024
Q4 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-14- 1.3% |
$7.35K - $8.67K
|
1.07K
$838K
|
|
|
Feb 12, 2024
Q4 2023
|
Operose Advisors LLC
Milwaukee, WI |
SELL
|
- |
-14- 3.31% |
$7.35K - $8.67K
|
409
$322K
|
|
|
Jan 02, 2024
Q4 2023
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-15- 2.33% |
$7.88K - $9.29K
|
628
$494K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-15- 2.03% |
$7.88K - $9.29K
|
723
$569K
|
|
|
Jan 16, 2024
Q4 2023
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-15- 30.0% |
$7.88K - $9.29K
|
35
$27.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-15- 1.99% |
$7.88K - $9.29K
|
740
$582K
|
|
|
Jan 24, 2024
Q4 2023
|
Amarillo National Bank
|
SELL
|
- |
-15- 1.0% |
$7.88K - $9.29K
|
1.48K
$1.17M
|
|
|
Jan 25, 2024
Q4 2023
|
Segment Wealth Management, LLC
|
SELL
|
- |
-15- 1.17% |
$7.88K - $9.29K
|
1.26K
$994K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-15- 0.24% |
$7.88K - $9.29K
|
6.23K
$4.9M
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
SELL
|
- |
-15- 2.84% |
$7.88K - $9.29K
|
513
$404K
|
|
|
Feb 05, 2024
Q4 2023
|
Cypress Capital Management LLC (Wy)
|
SELL
|
- |
-15- 15.0% |
$7.88K - $9.29K
|
85
$66.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-15- 6.49% |
$7.88K - $9.29K
|
216
$170K
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-15- 2.58% |
$7.88K - $9.29K
|
567
$446K
|
|
|
Feb 14, 2024
Q4 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-15- 0.76% |
$7.88K - $9.29K
|
1.95K
$1.54M
|
|
|
Feb 15, 2024
Q4 2023
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-15- 2.63% |
$7.88K - $9.29K
|
555
$437K
|
|
|
Jan 16, 2024
Q4 2023
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-16- 2.02% |
$8.4K - $9.91K
|
778
$612K
|
|
|
Jan 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-16- 1.91% |
$8.4K - $9.91K
|
823
$648K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-16- 0.85% |
$8.4K - $9.91K
|
1.87K
$1.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Center Star Asset Management, LLC
|
SELL
|
- |
-16- 1.13% |
$8.4K - $9.91K
|
1.4K
$1.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-16- 0.41% |
$8.4K - $9.91K
|
3.84K
$3.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-16- 2.55% |
$8.4K - $9.91K
|
611
$481K
|
|
|
Feb 13, 2024
Q4 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-16- 0.41% |
$8.4K - $9.91K
|
3.9K
$3.07M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-16- 0.85% |
$8.4K - $9.91K
|
1.86K
$1.47M
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-17- 2.57% |
$8.93K - $10.5K
|
645
$508K
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-17- 3.46% |
$8.93K - $10.5K
|
475
$374K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-17- 6.25% |
$8.93K - $10.5K
|
255
$201K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
SELL
|
- |
-18- 1.48% |
$9.45K - $11.1K
|
1.2K
$945K
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-18- 4.37% |
$9.45K - $11.1K
|
394
$310K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-18- 1.09% |
$9.45K - $11.1K
|
1.63K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-18- 0.23% |
$9.45K - $11.1K
|
7.85K
$6.18M
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-18- 0.34% |
$9.45K - $11.1K
|
5.27K
$4.14M
|
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-19- 5.15% |
$9.98K - $11.8K
|
350
$275K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-19- 3.37% |
$9.98K - $11.8K
|
544
$428K
|
|
|
Feb 08, 2024
Q4 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-19- 4.03% |
$9.98K - $11.8K
|
452
$356K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-19- 2.53% |
$9.98K - $11.8K
|
733
$577K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-19- 0.2% |
$9.98K - $11.8K
|
9.27K
$7.29M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-19- 0.95% |
$9.98K - $11.8K
|
1.98K
$1.56M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-20- 1.29% |
$10.5K - $12.4K
|
1.54K
$1.21M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-20- 1.01% |
$10.5K - $12.4K
|
1.96K
$1.54M
|
|
|
Jan 19, 2024
Q4 2023
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-20- 0.51% |
$10.5K - $12.4K
|
3.89K
$3.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-20- 0.66% |
$10.5K - $12.4K
|
2.99K
$2.36M
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-20- 0.27% |
$10.5K - $12.4K
|
7.33K
$5.77M
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-20- 0.13% |
$10.5K - $12.4K
|
15.4K
$12.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-20- 0.64% |
$10.5K - $12.4K
|
3.09K
$2.43M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-20- 1.83% |
$10.5K - $12.4K
|
1.08K
$846K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-20- 29.41% |
$10.5K - $12.4K
|
48
$37.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-21- 1.86% |
$11K - $13K
|
1.11K
$870K
|
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-22- 3.06% |
$11.6K - $13.6K
|
696
$548K
|