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 13, 2024
Q4 2023
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-35- 3.17% |
$18.4K - $21.7K
|
1.07K
$817K
|
|
|
Jan 22, 2024
Q4 2023
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-36- 2.61% |
$18.9K - $22.3K
|
1.34K
$1.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Black Diamond Financial, LLC
|
SELL
|
- |
-36- 3.23% |
$18.9K - $22.3K
|
1.08K
$825K
|
|
|
Feb 14, 2024
Q4 2023
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
SELL
|
- |
-36- 1.51% |
$18.9K - $22.3K
|
2.35K
$1.8M
|
|
|
Feb 15, 2024
Q4 2023
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-36- 0.94% |
$18.9K - $22.3K
|
3.79K
$2.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-37- 1.33% |
$19.4K - $22.9K
|
2.75K
$2.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Glassman Wealth Services
|
SELL
|
- |
-37- 2.97% |
$19.4K - $22.9K
|
1.21K
$923K
|
|
|
Feb 14, 2024
Q4 2023
|
Washington Trust Bank
|
SELL
|
- |
-37- 0.38% |
$19.4K - $22.9K
|
9.65K
$7.38M
|
|
|
Jan 17, 2024
Q4 2023
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-38- 4.56% |
$20K - $23.5K
|
796
$609K
|
|
|
Feb 05, 2024
Q4 2023
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-38- 9.41% |
$20K - $23.5K
|
366
$280K
|
|
|
Feb 09, 2024
Q4 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-38- 0.19% |
$20K - $23.5K
|
19.7K
$15.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-39- 0.93% |
$20.5K - $24.1K
|
4.14K
$3.17M
|
|
|
Jan 22, 2024
Q4 2023
|
Hudock, Inc.
|
SELL
|
- |
-39- 1.32% |
$20.5K - $24.1K
|
2.91K
$2.22M
|
|
|
Jan 29, 2024
Q4 2023
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-39- 6.9% |
$20.5K - $24.1K
|
526
$402K
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-39- 3.47% |
$20.5K - $24.1K
|
1.08K
$829K
|
|
|
Feb 12, 2024
Q4 2023
|
Cabot Wealth Management Inc
|
SELL
|
- |
-39- 0.59% |
$20.5K - $24.1K
|
6.59K
$5.04M
|
|
|
Feb 14, 2024
Q4 2023
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-39- 0.09% |
$20.5K - $24.1K
|
42.8K
$32.7M
|
|
|
Jan 11, 2024
Q4 2023
|
First Citizens Financial Corp
|
SELL
|
- |
-40- 0.74% |
$21K - $24.8K
|
5.34K
$4.08M
|
|
|
Jan 17, 2024
Q4 2023
|
Stordahl Capital Management, Inc.
|
SELL
|
- |
-40- 10.26% |
$21K - $24.8K
|
350
$268K
|
|
|
Jan 19, 2024
Q4 2023
|
Gleason Group, Inc.
|
SELL
|
- |
-40- 1.75% |
$21K - $24.8K
|
2.24K
$1.72M
|
|
|
Jan 24, 2024
Q4 2023
|
Augustine Asset Management Inc
|
SELL
|
- |
-40- 8.71% |
$21K - $24.8K
|
419
$320K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-40- 0.76% |
$21K - $24.8K
|
5.19K
$3.97M
|
|
|
Feb 01, 2024
Q4 2023
|
Townsend Asset Management Corp
|
SELL
|
- |
-40- 1.64% |
$21K - $24.8K
|
2.4K
$1.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-40- 8.33% |
$21K - $24.8K
|
440
$336K
|
|
|
Feb 15, 2024
Q4 2023
|
Hanseatic Management Services Inc
|
SELL
|
- |
-40- 3.06% |
$21K - $24.8K
|
1.27K
$969K
|
|
|
Feb 12, 2024
Q4 2023
|
Bank Of Nova Scotia Trust CO
|
SELL
|
- |
-41- 8.35% |
$21.5K - $25.4K
|
450
$344K
|
|
|
Feb 12, 2024
Q4 2023
|
Camden National Bank
Camden, ME |
SELL
|
- |
-41- 2.33% |
$21.5K - $25.4K
|
1.72K
$1.31M
|
|
|
Feb 13, 2024
Q4 2023
|
Notis Mc Conarty Edward
|
SELL
|
- |
-41- 8.82% |
$21.5K - $25.4K
|
424
$324K
|
|
|
Jan 29, 2024
Q4 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-42- 5.18% |
$22.1K - $26K
|
769
$588K
|
|
|
Feb 02, 2024
Q4 2023
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-42- 5.55% |
$22.1K - $26K
|
715
$547K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-42- 3.0% |
$22.1K - $26K
|
1.36K
$1.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-42- 2.61% |
$22.1K - $26K
|
1.57K
$1.2M
|
|
|
Jan 12, 2024
Q4 2023
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-43- 1.87% |
$22.6K - $26.6K
|
2.26K
$1.73M
|
|
|
Jan 16, 2024
Q4 2023
|
First Financial Corp
|
SELL
|
- |
-43- 0.9% |
$22.6K - $26.6K
|
4.74K
$3.62M
|
|
|
Jan 29, 2024
Q4 2023
|
Vaughan David Investments LLC
Peoria, IL |
SELL
|
- |
-43- 1.19% |
$22.6K - $26.6K
|
3.58K
$2.74M
|
|
|
Feb 02, 2024
Q4 2023
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
SELL
|
- |
-43- 3.04% |
$22.6K - $26.6K
|
1.37K
$1.05M
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-43- 1.37% |
$22.6K - $26.6K
|
3.09K
$2.36M
|
|
|
Jan 24, 2024
Q4 2023
|
Reliant Investment Management, LLC
|
SELL
|
- |
-44- 3.18% |
$23.1K - $27.2K
|
1.34K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-44- 4.73% |
$23.1K - $27.2K
|
887
$678K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-44- 4.12% |
$23.1K - $27.2K
|
1.03K
$784K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-45- 7.69% |
$23.6K - $27.9K
|
540
$413K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-45- 3.58% |
$23.6K - $27.9K
|
1.21K
$926K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-46- 2.24% |
$24.2K - $28.5K
|
2.01K
$1.54M
|
|
|
Jan 31, 2024
Q4 2023
|
Nbw Capital LLC
|
SELL
|
- |
-46- 5.62% |
$24.2K - $28.5K
|
773
$591K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-46- 1.97% |
$24.2K - $28.5K
|
2.29K
$1.75M
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-47- 9.36% |
$24.7K - $29.1K
|
455
$348K
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-47- 2.27% |
$24.7K - $29.1K
|
2.02K
$1.55M
|
|
|
Feb 13, 2024
Q4 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-47- 0.58% |
$24.7K - $29.1K
|
8.06K
$6.16M
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-47- 1.22% |
$24.7K - $29.1K
|
3.81K
$2.91M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-48- 4.18% |
$25.2K - $29.7K
|
1.1K
$842K
|