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
|
Traverso Chambers Private Wealth Management, LLC
|
SELL
|
- |
-22- 3.12% |
$11.6K - $13.6K
|
683
$537K
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-22- 2.2% |
$11.6K - $13.6K
|
978
$770K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
SELL
|
- |
-23- 0.19% |
$12.1K - $14.2K
|
12.2K
$9.63M
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-23- 1.02% |
$12.1K - $14.2K
|
2.23K
$1.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-23- 0.1% |
$12.1K - $14.2K
|
23.3K
$18.4M
|
|
|
Feb 16, 2024
Q4 2023
|
Childress Capital Advisors, LLC
Houston, TX |
SELL
|
- |
-23- 0.92% |
$12.1K - $14.2K
|
2.49K
$1.96M
|
|
|
Feb 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-24- 3.86% |
$12.6K - $14.9K
|
597
$470K
|
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
SELL
|
- |
-25- 4.15% |
$13.1K - $15.5K
|
577
$454K
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-25- 2.87% |
$13.1K - $15.5K
|
846
$666K
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-25- 6.63% |
$13.1K - $15.5K
|
352
$277K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-25- 0.47% |
$13.1K - $15.5K
|
5.25K
$4.13M
|
|
|
Feb 02, 2024
Q4 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-25- 6.1% |
$13.1K - $15.5K
|
385
$303K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-25- 1.29% |
$13.1K - $15.5K
|
1.91K
$1.5M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-25- 0.22% |
$13.1K - $15.5K
|
11.3K
$8.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-25- 65.79% |
$13.1K - $15.5K
|
13
$10.2K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-25- 3.49% |
$13.1K - $15.5K
|
692
$545K
|
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-25- 3.4% |
$13.1K - $15.5K
|
711
$560K
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-26- 3.49% |
$13.7K - $16.1K
|
720
$567K
|
|
|
Jan 12, 2024
Q4 2023
|
Hixon Zuercher, LLC
|
SELL
|
- |
-26- 1.19% |
$13.7K - $16.1K
|
2.16K
$1.7M
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-26- 3.28% |
$13.7K - $16.1K
|
767
$604K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-26- 3.15% |
$13.7K - $16.1K
|
800
$630K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-26- 2.39% |
$13.7K - $16.1K
|
1.06K
$836K
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-26- 5.02% |
$13.7K - $16.1K
|
492
$387K
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-26- 2.15% |
$13.7K - $16.1K
|
1.18K
$931K
|
|
|
Feb 14, 2024
Q4 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-26- 0.65% |
$13.7K - $16.1K
|
3.98K
$3.13M
|
|
|
Jan 12, 2024
Q4 2023
|
Patton Fund Management, Inc.
|
SELL
|
- |
-27- 0.52% |
$14.2K - $16.7K
|
5.19K
$4.08M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-27- 0.98% |
$14.2K - $16.7K
|
2.74K
$2.16M
|
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-28- 0.3% |
$14.7K - $17.3K
|
9.4K
$7.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
SELL
|
- |
-28- 4.35% |
$14.7K - $17.3K
|
615
$484K
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-28- 2.01% |
$14.7K - $17.3K
|
1.37K
$1.08M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-29- 2.61% |
$15.2K - $18K
|
1.08K
$851K
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-29- 0.15% |
$15.2K - $18K
|
19.3K
$15.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-29- 1.61% |
$15.2K - $18K
|
1.78K
$1.4M
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-30- 4.05% |
$15.8K - $18.6K
|
710
$559K
|
|
|
Feb 02, 2024
Q4 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-30- 0.86% |
$15.8K - $18.6K
|
3.45K
$2.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-30- 1.41% |
$15.8K - $18.6K
|
2.1K
$1.65M
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-30- 5.43% |
$15.8K - $18.6K
|
522
$411K
|
|
|
Feb 07, 2024
Q4 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-30- 0.59% |
$15.8K - $18.6K
|
5.08K
$4M
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-30- 5.88% |
$15.8K - $18.6K
|
480
$378K
|
|
|
Feb 08, 2024
Q4 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-30- 1.16% |
$15.8K - $18.6K
|
2.56K
$2.01M
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-30- 2.04% |
$15.8K - $18.6K
|
1.44K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-30- 5.12% |
$15.8K - $18.6K
|
556
$438K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-30- 1.88% |
$15.8K - $18.6K
|
1.56K
$1.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-30- 0.03% |
$15.8K - $18.6K
|
85.8K
$67.5M
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
SELL
|
- |
-31- 0.35% |
$16.3K - $19.2K
|
8.89K
$7M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-31- 1.16% |
$16.3K - $19.2K
|
2.64K
$2.08M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-31- 88.57% |
$16.3K - $19.2K
|
4
$3.15K
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
SELL
|
- |
-32- 3.84% |
$16.8K - $19.8K
|
802
$631K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-32- 34.78% |
$16.8K - $19.8K
|
60
$47.2K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-32- 0.22% |
$16.8K - $19.8K
|
14.8K
$11.6M
|