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 05, 2024
Q4 2023
|
Red Wave Investments LLC
Dillsburg, PA |
SELL
|
- |
-24- 3.86% |
$12.6K - $14.9K
|
597
$490K
|
|
|
Jan 08, 2024
Q4 2023
|
Somerset Trust CO
|
SELL
|
- |
-25- 4.15% |
$13.1K - $15.5K
|
577
$474K
|
|
|
Jan 10, 2024
Q4 2023
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-25- 2.87% |
$13.1K - $15.5K
|
846
$695K
|
|
|
Jan 19, 2024
Q4 2023
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-25- 6.63% |
$13.1K - $15.5K
|
352
$289K
|
|
|
Jan 25, 2024
Q4 2023
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-25- 0.47% |
$13.1K - $15.5K
|
5.25K
$4.32M
|
|
|
Feb 02, 2024
Q4 2023
|
Mountain Pacific Investment Advisers Inc
|
SELL
|
- |
-25- 6.1% |
$13.1K - $15.5K
|
385
$316K
|
|
|
Feb 09, 2024
Q4 2023
|
L.M. Kohn & Company
|
SELL
|
- |
-25- 1.29% |
$13.1K - $15.5K
|
1.91K
$1.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Ogorek Anthony Joseph
|
SELL
|
- |
-25- 0.22% |
$13.1K - $15.5K
|
11.3K
$9.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
SELL
|
- |
-25- 65.79% |
$13.1K - $15.5K
|
13
$10.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-25- 3.49% |
$13.1K - $15.5K
|
692
$568K
|
|
|
Feb 22, 2024
Q4 2023
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-25- 3.4% |
$13.1K - $15.5K
|
711
$584K
|
|
|
Jan 05, 2024
Q4 2023
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-26- 3.49% |
$13.7K - $16.1K
|
720
$591K
|
|
|
Jan 12, 2024
Q4 2023
|
Hixon Zuercher, LLC
|
SELL
|
- |
-26- 1.19% |
$13.7K - $16.1K
|
2.16K
$1.78M
|
|
|
Feb 01, 2024
Q4 2023
|
Wedge Capital Management L L P
|
SELL
|
- |
-26- 3.28% |
$13.7K - $16.1K
|
767
$630K
|
|
|
Feb 05, 2024
Q4 2023
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-26- 3.15% |
$13.7K - $16.1K
|
800
$657K
|
|
|
Feb 08, 2024
Q4 2023
|
True Wealth Advisors, LLC
|
SELL
|
- |
-26- 2.39% |
$13.7K - $16.1K
|
1.06K
$873K
|
|
|
Feb 12, 2024
Q4 2023
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-26- 5.02% |
$13.7K - $16.1K
|
492
$404K
|
|
|
Feb 13, 2024
Q4 2023
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-26- 2.15% |
$13.7K - $16.1K
|
1.18K
$972K
|
|
|
Feb 14, 2024
Q4 2023
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-26- 0.65% |
$13.7K - $16.1K
|
3.98K
$3.27M
|
|
|
Jan 12, 2024
Q4 2023
|
Patton Fund Management, Inc.
|
SELL
|
- |
-27- 0.52% |
$14.2K - $16.7K
|
5.19K
$4.26M
|
|
|
Jan 24, 2024
Q4 2023
|
180 Wealth Advisors, LLC
|
SELL
|
- |
-27- 0.98% |
$14.2K - $16.7K
|
2.74K
$2.25M
|
|
|
Jan 18, 2024
Q4 2023
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-28- 0.3% |
$14.7K - $17.3K
|
9.4K
$7.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Lansing Street Advisors
|
SELL
|
- |
-28- 4.35% |
$14.7K - $17.3K
|
615
$505K
|
|
|
Feb 14, 2024
Q4 2023
|
Wimmer Associates 1, LLC
Pasadena, CA |
SELL
|
- |
-28- 2.01% |
$14.7K - $17.3K
|
1.37K
$1.12M
|
|
|
Jan 16, 2024
Q4 2023
|
Security Financial Services, Inc.
|
SELL
|
- |
-29- 2.61% |
$15.2K - $18K
|
1.08K
$889K
|
|
|
Feb 07, 2024
Q4 2023
|
Altshuler Shaham LTD
|
SELL
|
- |
-29- 0.15% |
$15.2K - $18K
|
19.3K
$15.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Jacobson & Schmitt Advisors, LLC
|
SELL
|
- |
-29- 1.61% |
$15.2K - $18K
|
1.78K
$1.46M
|
|
|
Jan 23, 2024
Q4 2023
|
First Bancorp, Inc
|
SELL
|
- |
-30- 4.05% |
$15.8K - $18.6K
|
710
$583K
|
|
|
Feb 02, 2024
Q4 2023
|
Blodgett Wealth Advisors, LLC
|
SELL
|
- |
-30- 0.86% |
$15.8K - $18.6K
|
3.45K
$2.83M
|
|
|
Feb 05, 2024
Q4 2023
|
Sage Rhino Capital LLC
|
SELL
|
- |
-30- 1.41% |
$15.8K - $18.6K
|
2.1K
$1.73M
|
|
|
Feb 07, 2024
Q4 2023
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-30- 5.43% |
$15.8K - $18.6K
|
522
$429K
|
|
|
Feb 07, 2024
Q4 2023
|
Schulhoff & CO Inc
|
SELL
|
- |
-30- 0.59% |
$15.8K - $18.6K
|
5.08K
$4.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-30- 5.88% |
$15.8K - $18.6K
|
480
$394K
|
|
|
Feb 08, 2024
Q4 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-30- 1.16% |
$15.8K - $18.6K
|
2.56K
$2.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Hudson Value Partners, LLC
|
SELL
|
- |
-30- 2.04% |
$15.8K - $18.6K
|
1.44K
$1.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-30- 5.12% |
$15.8K - $18.6K
|
556
$457K
|
|
|
Feb 14, 2024
Q4 2023
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
SELL
|
- |
-30- 1.88% |
$15.8K - $18.6K
|
1.56K
$1.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-30- 0.03% |
$15.8K - $18.6K
|
85.8K
$70.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
SELL
|
- |
-31- 0.35% |
$16.3K - $19.2K
|
8.89K
$7.31M
|
|
|
Jan 23, 2024
Q4 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-31- 1.16% |
$16.3K - $19.2K
|
2.64K
$2.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-31- 88.57% |
$16.3K - $19.2K
|
4
$3.29K
|
|
|
Jan 26, 2024
Q4 2023
|
Hemington Wealth Management
|
SELL
|
- |
-32- 3.84% |
$16.8K - $19.8K
|
802
$659K
|
|
|
Jan 31, 2024
Q4 2023
|
Steph & CO
|
SELL
|
- |
-32- 34.78% |
$16.8K - $19.8K
|
60
$49.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-32- 0.22% |
$16.8K - $19.8K
|
14.8K
$12.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-32- 1.26% |
$16.8K - $19.8K
|
2.51K
$2.06M
|
|
|
Feb 06, 2024
Q4 2023
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
SELL
|
- |
-32- 2.06% |
$16.8K - $19.8K
|
1.52K
$1.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Harvest Investment Services, LLC
|
SELL
|
- |
-32- 0.84% |
$16.8K - $19.8K
|
3.78K
$3.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-32- 0.5% |
$16.8K - $19.8K
|
6.41K
$5.26M
|
|
|
Dec 02, 2024
Q4 2023
|
Cypress Capital, LLC
|
SELL
|
- |
-32- 5.72% |
$16.8K - $19.8K
|
527
$433K
|
|
|
Jan 12, 2024
Q4 2023
|
Hfg Advisors, Inc.
|
SELL
|
- |
-33- 4.9% |
$17.3K - $20.4K
|
641
$527K
|