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 24, 2024
Q4 2023
|
Reliant Investment Management, LLC
|
SELL
|
- |
-44- 3.18% |
$23.1K - $27.2K
|
1.34K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-44- 4.73% |
$23.1K - $27.2K
|
887
$729K
|
|
|
Feb 13, 2024
Q4 2023
|
Loomis Sayles & CO L P
|
SELL
|
- |
-44- 4.12% |
$23.1K - $27.2K
|
1.03K
$842K
|
|
|
Feb 14, 2024
Q4 2023
|
Garner Asset Management Corp
|
SELL
|
- |
-45- 7.69% |
$23.6K - $27.9K
|
540
$444K
|
|
|
Feb 14, 2024
Q4 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-45- 3.58% |
$23.6K - $27.9K
|
1.21K
$995K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-46- 2.24% |
$24.2K - $28.5K
|
2.01K
$1.65M
|
|
|
Jan 31, 2024
Q4 2023
|
Nbw Capital LLC
|
SELL
|
- |
-46- 5.62% |
$24.2K - $28.5K
|
773
$635K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-46- 1.97% |
$24.2K - $28.5K
|
2.29K
$1.88M
|
|
|
Jan 18, 2024
Q4 2023
|
Next Level Private LLC
Harrison, NY |
SELL
|
- |
-47- 9.36% |
$24.7K - $29.1K
|
455
$374K
|
|
|
Feb 07, 2024
Q4 2023
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-47- 2.27% |
$24.7K - $29.1K
|
2.02K
$1.66M
|
|
|
Feb 13, 2024
Q4 2023
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-47- 0.58% |
$24.7K - $29.1K
|
8.06K
$6.62M
|
|
|
Feb 13, 2024
Q4 2023
|
United Bank
|
SELL
|
- |
-47- 1.22% |
$24.7K - $29.1K
|
3.81K
$3.13M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-48- 4.18% |
$25.2K - $29.7K
|
1.1K
$904K
|
|
|
Jan 11, 2024
Q4 2023
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-48- 3.92% |
$25.2K - $29.7K
|
1.18K
$967K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-48- 0.39% |
$25.2K - $29.7K
|
12.3K
$10.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-48- 0.71% |
$25.2K - $29.7K
|
6.74K
$5.53M
|
|
|
Feb 14, 2024
Q4 2023
|
Chilton Investment CO Inc.
Stamford, CT |
SELL
|
- |
-48- 1.55% |
$25.2K - $29.7K
|
3.06K
$2.51M
|
|
|
Jan 31, 2024
Q4 2023
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-49- 0.79% |
$25.7K - $30.3K
|
6.17K
$5.07M
|
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-50- 6.4% |
$26.3K - $31K
|
731
$600K
|
|
|
Jan 17, 2024
Q4 2023
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-50- 8.55% |
$26.3K - $31K
|
535
$439K
|
|
|
Jan 23, 2024
Q4 2023
|
Wood Trust Financial Corp
|
SELL
|
- |
-50- 2.49% |
$26.3K - $31K
|
1.96K
$1.61M
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-50- 1.65% |
$26.3K - $31K
|
2.98K
$2.45M
|
|
|
Jan 30, 2024
Q4 2023
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-50- 6.88% |
$26.3K - $31K
|
677
$556K
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-50- 0.95% |
$26.3K - $31K
|
5.22K
$4.28M
|
|
|
Feb 12, 2024
Q4 2023
|
Wilkinson Global Asset Management LLC
|
SELL
|
- |
-50- 8.76% |
$26.3K - $31K
|
521
$428K
|
|
|
Feb 14, 2024
Q4 2023
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-50- 7.99% |
$26.3K - $31K
|
576
$473K
|
|
|
Jun 28, 2024
Q4 2023
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-50- 2.36% |
$26.3K - $31K
|
2.07K
$1.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Aries Wealth Management
|
SELL
|
- |
-52- 1.49% |
$27.3K - $32.2K
|
3.43K
$2.82M
|
|
|
Jan 26, 2024
Q4 2023
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-53- 5.03% |
$27.8K - $32.8K
|
1K
$822K
|
|
|
Jan 30, 2024
Q4 2023
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-53- 0.99% |
$27.8K - $32.8K
|
5.32K
$4.37M
|
|
|
Feb 01, 2024
Q4 2023
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-53- 2.3% |
$27.8K - $32.8K
|
2.25K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Kavar Capital Partners Group, LLC
Leawood, KS |
SELL
|
- |
-53- 5.57% |
$27.8K - $32.8K
|
898
$738K
|
|
|
Feb 09, 2024
Q4 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-54- 4.24% |
$28.4K - $33.4K
|
1.22K
$1M
|
|
|
Feb 14, 2024
Q4 2023
|
Wealth Architects, LLC
|
SELL
|
- |
-54- 4.66% |
$28.4K - $33.4K
|
1.11K
$909K
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-54- 1.71% |
$28.4K - $33.4K
|
3.1K
$2.55M
|
|
|
Feb 07, 2024
Q4 2023
|
Facet Wealth, Inc.
|
SELL
|
- |
-55- 2.26% |
$28.9K - $34.1K
|
2.38K
$1.95M
|
|
|
Feb 08, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-55- 9.03% |
$28.9K - $34.1K
|
554
$455K
|
|
|
Apr 26, 2024
Q4 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-55- 9.03% |
$28.9K - $34.1K
|
554
$455K
|
|
|
Jan 09, 2024
Q4 2023
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-56- 4.48% |
$29.4K - $34.7K
|
1.19K
$980K
|
|
|
Feb 12, 2024
Q4 2023
|
Pegasus Partners Ltd.
Mequon, WI |
SELL
|
- |
-56- 4.5% |
$29.4K - $34.7K
|
1.19K
$976K
|
|
|
Mar 29, 2024
Q4 2023
|
Adirondack Trust CO
|
SELL
|
- |
-56- 1.19% |
$29.4K - $34.7K
|
4.66K
$3.83M
|
|
|
Feb 07, 2024
Q4 2023
|
Wrapmanager Inc
|
SELL
|
- |
-57- 2.96% |
$29.9K - $35.3K
|
1.87K
$1.54M
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-57- 2.07% |
$29.9K - $35.3K
|
2.7K
$2.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-57- 4.02% |
$29.9K - $35.3K
|
1.36K
$1.12M
|
|
|
Feb 14, 2024
Q4 2023
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-57- 34.76% |
$29.9K - $35.3K
|
107
$87.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-58- 1.93% |
$30.5K - $35.9K
|
2.95K
$2.42M
|
|
|
Jan 10, 2024
Q4 2023
|
M. Kraus & CO
|
SELL
|
- |
-59- 5.42% |
$31K - $36.5K
|
1.03K
$845K
|
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-59- 4.62% |
$31K - $36.5K
|
1.22K
$1M
|
|
|
Jan 23, 2024
Q4 2023
|
Bridges Investment Management Inc
|
SELL
|
- |
-59- 0.59% |
$31K - $36.5K
|
9.97K
$8.19M
|
|
|
Feb 12, 2024
Q4 2023
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-59- 0.53% |
$31K - $36.5K
|
11.1K
$9.13M
|