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 16, 2024
Q4 2023
|
Carlson Capital Management
|
SELL
|
- |
-33- 1.24% |
$17.3K - $20.4K
|
2.62K
$2.15M
|
|
|
Jan 22, 2024
Q4 2023
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-33- 1.48% |
$17.3K - $20.4K
|
2.2K
$1.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-33- 0.79% |
$17.3K - $20.4K
|
4.17K
$3.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-33- 3.8% |
$17.3K - $20.4K
|
836
$687K
|
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-33- 1.14% |
$17.3K - $20.4K
|
2.86K
$2.35M
|
|
|
Jan 29, 2024
Q4 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
SELL
|
- |
-33- 6.52% |
$17.3K - $20.4K
|
473
$389K
|
|
|
Jan 29, 2024
Q4 2023
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-33- 7.55% |
$17.3K - $20.4K
|
404
$332K
|
|
|
Jan 17, 2024
Q4 2023
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-34- 0.85% |
$17.9K - $21.1K
|
3.99K
$3.28M
|
|
|
Jan 22, 2024
Q4 2023
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-34- 0.38% |
$17.9K - $21.1K
|
8.96K
$7.36M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-35- 1.1% |
$18.4K - $21.7K
|
3.13K
$2.57M
|
|
|
Feb 01, 2024
Q4 2023
|
Burt Wealth Advisors
|
SELL
|
- |
-35- 1.43% |
$18.4K - $21.7K
|
2.42K
$1.99M
|
|
|
Feb 05, 2024
Q4 2023
|
Norden Group LLC
Provo, UT |
SELL
|
- |
-35- 2.04% |
$18.4K - $21.7K
|
1.68K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-35- 2.03% |
$18.4K - $21.7K
|
1.69K
$1.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-35- 3.17% |
$18.4K - $21.7K
|
1.07K
$878K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-36- 2.61% |
$18.9K - $22.3K
|
1.34K
$1.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-36- 3.23% |
$18.9K - $22.3K
|
1.08K
$886K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-36- 1.51% |
$18.9K - $22.3K
|
2.35K
$1.93M
|
|
|
Feb 15, 2024
Q4 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-36- 0.94% |
$18.9K - $22.3K
|
3.79K
$3.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-37- 1.33% |
$19.4K - $22.9K
|
2.75K
$2.26M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-37- 2.97% |
$19.4K - $22.9K
|
1.21K
$992K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
SELL
|
- |
-37- 0.38% |
$19.4K - $22.9K
|
9.65K
$7.92M
|
|
|
Jan 17, 2024
Q4 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-38- 4.56% |
$20K - $23.5K
|
796
$654K
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-38- 9.41% |
$20K - $23.5K
|
366
$301K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-38- 0.19% |
$20K - $23.5K
|
19.7K
$16.2M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-39- 0.93% |
$20.5K - $24.1K
|
4.14K
$3.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
SELL
|
- |
-39- 1.32% |
$20.5K - $24.1K
|
2.91K
$2.39M
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-39- 6.9% |
$20.5K - $24.1K
|
526
$432K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-39- 3.47% |
$20.5K - $24.1K
|
1.08K
$890K
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-39- 0.59% |
$20.5K - $24.1K
|
6.59K
$5.42M
|
|
|
Feb 14, 2024
Q4 2023
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-39- 0.09% |
$20.5K - $24.1K
|
42.8K
$35.2M
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-40- 0.74% |
$21K - $24.8K
|
5.34K
$4.39M
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-40- 10.26% |
$21K - $24.8K
|
350
$288K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-40- 1.75% |
$21K - $24.8K
|
2.24K
$1.84M
|
|
|
Jan 24, 2024
Q4 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-40- 8.71% |
$21K - $24.8K
|
419
$344K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-40- 0.76% |
$21K - $24.8K
|
5.19K
$4.27M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-40- 1.64% |
$21K - $24.8K
|
2.4K
$1.97M
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-40- 8.33% |
$21K - $24.8K
|
440
$361K
|
|
|
Feb 15, 2024
Q4 2023
|
Hanseatic Management Services Inc
|
SELL
|
- |
-40- 3.06% |
$21K - $24.8K
|
1.27K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-41- 8.35% |
$21.5K - $25.4K
|
450
$370K
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-41- 2.33% |
$21.5K - $25.4K
|
1.72K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-41- 8.82% |
$21.5K - $25.4K
|
424
$348K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-42- 5.18% |
$22.1K - $26K
|
769
$632K
|
|
|
Feb 02, 2024
Q4 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-42- 5.55% |
$22.1K - $26K
|
715
$587K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-42- 3.0% |
$22.1K - $26K
|
1.36K
$1.11M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-42- 2.61% |
$22.1K - $26K
|
1.57K
$1.29M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-43- 1.87% |
$22.6K - $26.6K
|
2.26K
$1.86M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-43- 0.9% |
$22.6K - $26.6K
|
4.74K
$3.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-43- 1.19% |
$22.6K - $26.6K
|
3.58K
$2.94M
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-43- 3.04% |
$22.6K - $26.6K
|
1.37K
$1.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-43- 1.37% |
$22.6K - $26.6K
|
3.09K
$2.54M
|