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 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-48- 3.92% |
$25.2K - $29.7K
|
1.18K
$900K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-48- 0.39% |
$25.2K - $29.7K
|
12.3K
$9.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-48- 0.71% |
$25.2K - $29.7K
|
6.74K
$5.15M
|
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-48- 1.55% |
$25.2K - $29.7K
|
3.06K
$2.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-49- 0.79% |
$25.7K - $30.3K
|
6.17K
$4.72M
|
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-50- 6.4% |
$26.3K - $31K
|
731
$559K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-50- 8.55% |
$26.3K - $31K
|
535
$409K
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-50- 2.49% |
$26.3K - $31K
|
1.96K
$1.5M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-50- 1.65% |
$26.3K - $31K
|
2.98K
$2.28M
|
|
|
Jan 30, 2024
Q4 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-50- 6.88% |
$26.3K - $31K
|
677
$518K
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-50- 0.95% |
$26.3K - $31K
|
5.22K
$3.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-50- 8.76% |
$26.3K - $31K
|
521
$398K
|
|
|
Feb 14, 2024
Q4 2023
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-50- 7.99% |
$26.3K - $31K
|
576
$440K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-50- 2.36% |
$26.3K - $31K
|
2.07K
$1.58M
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-52- 1.49% |
$27.3K - $32.2K
|
3.43K
$2.63M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-53- 5.03% |
$27.8K - $32.8K
|
1K
$765K
|
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-53- 0.99% |
$27.8K - $32.8K
|
5.32K
$4.07M
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-53- 2.3% |
$27.8K - $32.8K
|
2.25K
$1.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-53- 5.57% |
$27.8K - $32.8K
|
898
$687K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-54- 4.24% |
$28.4K - $33.4K
|
1.22K
$933K
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-54- 4.66% |
$28.4K - $33.4K
|
1.11K
$846K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-54- 1.71% |
$28.4K - $33.4K
|
3.1K
$2.37M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-55- 2.26% |
$28.9K - $34.1K
|
2.38K
$1.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-55- 9.03% |
$28.9K - $34.1K
|
554
$424K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-55- 9.03% |
$28.9K - $34.1K
|
554
$424K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-56- 4.48% |
$29.4K - $34.7K
|
1.19K
$912K
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-56- 4.5% |
$29.4K - $34.7K
|
1.19K
$908K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-56- 1.19% |
$29.4K - $34.7K
|
4.66K
$3.56M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-57- 2.96% |
$29.9K - $35.3K
|
1.87K
$1.43M
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-57- 2.07% |
$29.9K - $35.3K
|
2.7K
$2.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-57- 4.02% |
$29.9K - $35.3K
|
1.36K
$1.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-57- 34.76% |
$29.9K - $35.3K
|
107
$81.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-58- 1.93% |
$30.5K - $35.9K
|
2.95K
$2.26M
|
|
|
Jan 10, 2024
Q4 2023
|
M. Kraus & CO
|
SELL
|
- |
-59- 5.42% |
$31K - $36.5K
|
1.03K
$787K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-59- 4.62% |
$31K - $36.5K
|
1.22K
$931K
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-59- 0.59% |
$31K - $36.5K
|
9.97K
$7.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-59- 0.53% |
$31K - $36.5K
|
11.1K
$8.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-60- 4.27% |
$31.5K - $37.1K
|
1.35K
$1.03M
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-60- 0.98% |
$31.5K - $37.1K
|
6.05K
$4.63M
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
SELL
|
- |
-60- 0.67% |
$31.5K - $37.1K
|
8.84K
$6.76M
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-60- 3.82% |
$31.5K - $37.1K
|
1.51K
$1.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-60- 30.0% |
$31.5K - $37.1K
|
140
$107K
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
SELL
|
- |
-60- 2.79% |
$31.5K - $37.1K
|
2.09K
$1.6M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-61- 0.9% |
$32K - $37.8K
|
6.74K
$5.16M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-61- 2.4% |
$32K - $37.8K
|
2.48K
$1.9M
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-62- 10.49% |
$32.6K - $38.4K
|
529
$405K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-63- 1.45% |
$33.1K - $39K
|
4.27K
$3.27M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-63- 6.25% |
$33.1K - $39K
|
945
$723K
|
|
|
Feb 13, 2024
Q4 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-63- 0.28% |
$33.1K - $39K
|
22.2K
$17M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-64- 10.76% |
$33.6K - $39.6K
|
531
$406K
|