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 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-65- 4.57% |
$34.1K - $40.2K
|
1.36K
$1.04M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-66- 1.4% |
$34.7K - $40.9K
|
4.65K
$3.55M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-67- 1.93% |
$35.2K - $41.5K
|
3.41K
$2.61M
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-68- 3.5% |
$35.7K - $42.1K
|
1.87K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-68- 1.06% |
$35.7K - $42.1K
|
6.33K
$4.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-68- 15.6% |
$35.7K - $42.1K
|
368
$281K
|
|
|
Feb 07, 2024
Q4 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-69- 2.03% |
$36.2K - $42.7K
|
3.33K
$2.55M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-69- 4.41% |
$36.2K - $42.7K
|
1.5K
$1.14M
|
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-70- 4.58% |
$36.8K - $43.3K
|
1.46K
$1.11M
|
|
|
Feb 13, 2024
Q4 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-70- 9.62% |
$36.8K - $43.3K
|
658
$503K
|
|
|
Feb 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-70- 0.33% |
$36.8K - $43.3K
|
21.5K
$16.4M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-70- 13.94% |
$36.8K - $43.3K
|
432
$330K
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
SELL
|
- |
-71- 10.2% |
$37.3K - $44K
|
625
$478K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-71- 10.11% |
$37.3K - $44K
|
631
$483K
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-71- 13.76% |
$37.3K - $44K
|
445
$340K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-72- 0.68% |
$37.8K - $44.6K
|
10.6K
$8.07M
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-72- 4.71% |
$37.8K - $44.6K
|
1.46K
$1.11M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-73- 5.7% |
$38.3K - $45.2K
|
1.21K
$923K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-74- 2.51% |
$38.9K - $45.8K
|
2.87K
$2.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-74- 1.49% |
$38.9K - $45.8K
|
4.91K
$3.75M
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-75- 1.12% |
$39.4K - $46.4K
|
6.61K
$5.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-76- 9.5% |
$39.9K - $47.1K
|
724
$554K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-79- 1.19% |
$41.5K - $48.9K
|
6.55K
$5.01M
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
SELL
|
- |
-80- 11.75% |
$42K - $49.5K
|
601
$460K
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-80- 2.94% |
$42K - $49.5K
|
2.64K
$2.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-80- 0.42% |
$42K - $49.5K
|
19.1K
$14.6M
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
SELL
|
- |
-81- 5.69% |
$42.5K - $50.1K
|
1.34K
$1.03M
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-81- 1.05% |
$42.5K - $50.1K
|
7.65K
$5.85M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-81- 4.43% |
$42.5K - $50.1K
|
1.75K
$1.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-81- 1.66% |
$42.5K - $50.1K
|
4.79K
$3.66M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-82- 4.04% |
$43.1K - $50.8K
|
1.95K
$1.49M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-82- 2.44% |
$43.1K - $50.8K
|
3.29K
$2.51M
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-82- 16.24% |
$43.1K - $50.8K
|
423
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-82- 11.42% |
$43.1K - $50.8K
|
636
$486K
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-83- 0.9% |
$43.6K - $51.4K
|
9.14K
$6.99M
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-83- 16.77% |
$43.6K - $51.4K
|
412
$315K
|
|
|
Feb 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-83- 8.26% |
$43.6K - $51.4K
|
922
$705K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-83- 5.17% |
$43.6K - $51.4K
|
1.52K
$1.16M
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-84- 10.41% |
$44.1K - $52K
|
723
$553K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
SELL
|
- |
-84- 0.68% |
$44.1K - $52K
|
12.3K
$9.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-85- 17.78% |
$44.6K - $52.6K
|
393
$301K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-85- 0.42% |
$44.6K - $52.6K
|
20.3K
$15.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-86- 0.7% |
$45.2K - $53.2K
|
12.3K
$9.38M
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-86- 15.09% |
$45.2K - $53.2K
|
484
$370K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-86- 15.09% |
$45.2K - $53.2K
|
484
$370K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-87- 0.41% |
$45.7K - $53.9K
|
21K
$16.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-87- 2.27% |
$45.7K - $53.9K
|
3.74K
$2.86M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-87- 14.75% |
$45.7K - $53.9K
|
503
$385K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-87- 1.23% |
$45.7K - $53.9K
|
6.96K
$5.33M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-88- 1.29% |
$46.2K - $54.5K
|
6.73K
$5.15M
|