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 22, 2024
Q4 2023
|
Piscataqua Savings Bank
|
SELL
|
- |
-16- 1.91% |
$8.4K - $9.91K
|
823
$629K
|
|
|
Jan 23, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-16- 0.85% |
$8.4K - $9.91K
|
1.87K
$1.43M
|
|
|
Feb 07, 2024
Q4 2023
|
Center Star Asset Management, LLC
|
SELL
|
- |
-16- 1.13% |
$8.4K - $9.91K
|
1.4K
$1.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Pinnacle Wealth Planning Services, Inc.
|
SELL
|
- |
-16- 0.41% |
$8.4K - $9.91K
|
3.84K
$2.94M
|
|
|
Feb 08, 2024
Q4 2023
|
Northeast Financial Group, Inc.
Tannersville, PA |
SELL
|
- |
-16- 2.55% |
$8.4K - $9.91K
|
611
$467K
|
|
|
Feb 13, 2024
Q4 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-16- 0.41% |
$8.4K - $9.91K
|
3.9K
$2.98M
|
|
|
May 28, 2024
Q4 2023
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-16- 0.85% |
$8.4K - $9.91K
|
1.86K
$1.42M
|
|
|
Jan 22, 2024
Q4 2023
|
Center For Asset Management LLC
|
SELL
|
- |
-17- 2.57% |
$8.93K - $10.5K
|
645
$493K
|
|
|
Feb 09, 2024
Q4 2023
|
Eagle Global Advisors LLC
Houston, TX |
SELL
|
- |
-17- 3.46% |
$8.93K - $10.5K
|
475
$363K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-17- 6.25% |
$8.93K - $10.5K
|
255
$195K
|
|
|
Jan 12, 2024
Q4 2023
|
Lantz Financial LLC
|
SELL
|
- |
-18- 1.48% |
$9.45K - $11.1K
|
1.2K
$918K
|
|
|
Jan 29, 2024
Q4 2023
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-18- 4.37% |
$9.45K - $11.1K
|
394
$301K
|
|
|
Feb 08, 2024
Q4 2023
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-18- 1.09% |
$9.45K - $11.1K
|
1.63K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Next Century Growth Investors LLC
Minneapolis, MN |
SELL
|
- |
-18- 0.23% |
$9.45K - $11.1K
|
7.85K
$6M
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-18- 0.34% |
$9.45K - $11.1K
|
5.27K
$4.03M
|
|
|
Jan 31, 2024
Q4 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-19- 5.15% |
$9.98K - $11.8K
|
350
$268K
|
|
|
Feb 08, 2024
Q4 2023
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-19- 3.37% |
$9.98K - $11.8K
|
544
$416K
|
|
|
Feb 08, 2024
Q4 2023
|
Dillon & Associates Inc
|
SELL
|
- |
-19- 4.03% |
$9.98K - $11.8K
|
452
$346K
|
|
|
Feb 08, 2024
Q4 2023
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-19- 2.53% |
$9.98K - $11.8K
|
733
$561K
|
|
|
Feb 14, 2024
Q4 2023
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-19- 0.2% |
$9.98K - $11.8K
|
9.27K
$7.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-19- 0.95% |
$9.98K - $11.8K
|
1.98K
$1.52M
|
|
|
Jan 16, 2024
Q4 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-20- 1.29% |
$10.5K - $12.4K
|
1.54K
$1.17M
|
|
|
Jan 19, 2024
Q4 2023
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-20- 1.01% |
$10.5K - $12.4K
|
1.96K
$1.5M
|
|
|
Jan 19, 2024
Q4 2023
|
Bourne Lent Asset Management Inc
|
SELL
|
- |
-20- 0.51% |
$10.5K - $12.4K
|
3.89K
$2.97M
|
|
|
Jan 30, 2024
Q4 2023
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-20- 0.66% |
$10.5K - $12.4K
|
2.99K
$2.29M
|
|
|
Feb 01, 2024
Q4 2023
|
Mengis Capital Management, Inc.
|
SELL
|
- |
-20- 0.27% |
$10.5K - $12.4K
|
7.33K
$5.6M
|
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-20- 0.13% |
$10.5K - $12.4K
|
15.4K
$11.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-20- 0.64% |
$10.5K - $12.4K
|
3.09K
$2.36M
|
|
|
Feb 07, 2024
Q4 2023
|
First United Bank & Trust
|
SELL
|
- |
-20- 1.83% |
$10.5K - $12.4K
|
1.08K
$822K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-20- 29.41% |
$10.5K - $12.4K
|
48
$36.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-21- 1.86% |
$11K - $13K
|
1.11K
$846K
|
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-22- 3.06% |
$11.6K - $13.6K
|
696
$532K
|
|
|
Jan 08, 2024
Q4 2023
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-22- 3.12% |
$11.6K - $13.6K
|
683
$522K
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-22- 2.2% |
$11.6K - $13.6K
|
978
$748K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
SELL
|
- |
-23- 0.19% |
$12.1K - $14.2K
|
12.2K
$9.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-23- 1.02% |
$12.1K - $14.2K
|
2.23K
$1.71M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-23- 0.1% |
$12.1K - $14.2K
|
23.3K
$17.9M
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-23- 0.92% |
$12.1K - $14.2K
|
2.49K
$1.9M
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-24- 3.86% |
$12.6K - $14.9K
|
597
$457K
|
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
SELL
|
- |
-25- 4.15% |
$13.1K - $15.5K
|
577
$441K
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-25- 2.87% |
$13.1K - $15.5K
|
846
$647K
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-25- 6.63% |
$13.1K - $15.5K
|
352
$269K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-25- 0.47% |
$13.1K - $15.5K
|
5.25K
$4.02M
|
|
|
Feb 02, 2024
Q4 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-25- 6.1% |
$13.1K - $15.5K
|
385
$294K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-25- 1.29% |
$13.1K - $15.5K
|
1.91K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-25- 0.22% |
$13.1K - $15.5K
|
11.3K
$8.64M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-25- 65.79% |
$13.1K - $15.5K
|
13
$9.94K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-25- 3.49% |
$13.1K - $15.5K
|
692
$529K
|
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-25- 3.4% |
$13.1K - $15.5K
|
711
$544K
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-26- 3.49% |
$13.7K - $16.1K
|
720
$551K
|