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 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-26- 3.28% |
$13.7K - $16.1K
|
767
$597K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-26- 3.15% |
$13.7K - $16.1K
|
800
$623K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-26- 2.39% |
$13.7K - $16.1K
|
1.06K
$828K
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-26- 5.02% |
$13.7K - $16.1K
|
492
$383K
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-26- 2.15% |
$13.7K - $16.1K
|
1.18K
$921K
|
|
|
Feb 14, 2024
Q4 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-26- 0.65% |
$13.7K - $16.1K
|
3.98K
$3.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Patton Fund Management, Inc.
|
SELL
|
- |
-27- 0.52% |
$14.2K - $16.7K
|
5.19K
$4.04M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-27- 0.98% |
$14.2K - $16.7K
|
2.74K
$2.13M
|
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-28- 0.3% |
$14.7K - $17.3K
|
9.4K
$7.32M
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
SELL
|
- |
-28- 4.35% |
$14.7K - $17.3K
|
615
$479K
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-28- 2.01% |
$14.7K - $17.3K
|
1.37K
$1.06M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-29- 2.61% |
$15.2K - $18K
|
1.08K
$842K
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-29- 0.15% |
$15.2K - $18K
|
19.3K
$15M
|
|
|
Feb 08, 2024
Q4 2023
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-29- 1.61% |
$15.2K - $18K
|
1.78K
$1.38M
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-30- 4.05% |
$15.8K - $18.6K
|
710
$553K
|
|
|
Feb 02, 2024
Q4 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-30- 0.86% |
$15.8K - $18.6K
|
3.45K
$2.69M
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-30- 1.41% |
$15.8K - $18.6K
|
2.1K
$1.64M
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-30- 5.43% |
$15.8K - $18.6K
|
522
$406K
|
|
|
Feb 07, 2024
Q4 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-30- 0.59% |
$15.8K - $18.6K
|
5.08K
$3.96M
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-30- 5.88% |
$15.8K - $18.6K
|
480
$374K
|
|
|
Feb 08, 2024
Q4 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-30- 1.16% |
$15.8K - $18.6K
|
2.56K
$1.99M
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-30- 2.04% |
$15.8K - $18.6K
|
1.44K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-30- 5.12% |
$15.8K - $18.6K
|
556
$433K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-30- 1.88% |
$15.8K - $18.6K
|
1.56K
$1.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-30- 0.03% |
$15.8K - $18.6K
|
85.8K
$66.8M
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
SELL
|
- |
-31- 0.35% |
$16.3K - $19.2K
|
8.89K
$6.92M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-31- 1.16% |
$16.3K - $19.2K
|
2.64K
$2.06M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-31- 88.57% |
$16.3K - $19.2K
|
4
$3.11K
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
SELL
|
- |
-32- 3.84% |
$16.8K - $19.8K
|
802
$624K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-32- 34.78% |
$16.8K - $19.8K
|
60
$46.7K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-32- 0.22% |
$16.8K - $19.8K
|
14.8K
$11.5M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-32- 1.26% |
$16.8K - $19.8K
|
2.51K
$1.95M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-32- 2.06% |
$16.8K - $19.8K
|
1.52K
$1.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-32- 0.84% |
$16.8K - $19.8K
|
3.78K
$2.95M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-32- 0.5% |
$16.8K - $19.8K
|
6.41K
$4.99M
|
|
|
Dec 02, 2024
Q4 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-32- 5.72% |
$16.8K - $19.8K
|
527
$410K
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-33- 4.9% |
$17.3K - $20.4K
|
641
$499K
|
|
|
Jan 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-33- 1.24% |
$17.3K - $20.4K
|
2.62K
$2.04M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-33- 1.48% |
$17.3K - $20.4K
|
2.2K
$1.71M
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-33- 0.79% |
$17.3K - $20.4K
|
4.17K
$3.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-33- 3.8% |
$17.3K - $20.4K
|
836
$651K
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-33- 1.14% |
$17.3K - $20.4K
|
2.86K
$2.23M
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-33- 6.52% |
$17.3K - $20.4K
|
473
$368K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-33- 7.55% |
$17.3K - $20.4K
|
404
$315K
|
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-34- 0.85% |
$17.9K - $21.1K
|
3.99K
$3.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-34- 0.38% |
$17.9K - $21.1K
|
8.96K
$6.98M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-35- 1.1% |
$18.4K - $21.7K
|
3.13K
$2.44M
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-35- 1.43% |
$18.4K - $21.7K
|
2.42K
$1.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-35- 2.04% |
$18.4K - $21.7K
|
1.68K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-35- 2.03% |
$18.4K - $21.7K
|
1.69K
$1.31M
|