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 10, 2024
Q4 2023
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-60- 4.27% |
$31.5K - $37.1K
|
1.35K
$1.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-60- 0.98% |
$31.5K - $37.1K
|
6.05K
$4.97M
|
|
|
Jan 25, 2024
Q4 2023
|
Equitable Trust CO
|
SELL
|
- |
-60- 0.67% |
$31.5K - $37.1K
|
8.84K
$7.26M
|
|
|
Feb 06, 2024
Q4 2023
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-60- 3.82% |
$31.5K - $37.1K
|
1.51K
$1.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Atlantic Private Wealth, LLC
|
SELL
|
- |
-60- 30.0% |
$31.5K - $37.1K
|
140
$115K
|
|
|
Feb 13, 2024
Q4 2023
|
Platform Technology Partners
|
SELL
|
- |
-60- 2.79% |
$31.5K - $37.1K
|
2.09K
$1.72M
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-61- 0.9% |
$32K - $37.8K
|
6.74K
$5.54M
|
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-61- 2.4% |
$32K - $37.8K
|
2.48K
$2.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Detalus Advisors, LLC
|
SELL
|
- |
-62- 10.49% |
$32.6K - $38.4K
|
529
$435K
|
|
|
Jan 08, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-63- 1.45% |
$33.1K - $39K
|
4.27K
$3.51M
|
|
|
Feb 01, 2024
Q4 2023
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-63- 6.25% |
$33.1K - $39K
|
945
$776K
|
|
|
Feb 13, 2024
Q4 2023
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-63- 0.28% |
$33.1K - $39K
|
22.2K
$18.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-64- 10.76% |
$33.6K - $39.6K
|
531
$436K
|
|
|
Feb 06, 2024
Q4 2023
|
Pointe Capital Management LLC
|
SELL
|
- |
-65- 4.57% |
$34.1K - $40.2K
|
1.36K
$1.12M
|
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-66- 1.4% |
$34.7K - $40.9K
|
4.65K
$3.82M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-67- 1.93% |
$35.2K - $41.5K
|
3.41K
$2.8M
|
|
|
Jan 15, 2025
Q4 2023
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-67- 15.95% |
$35.2K - $41.5K
|
353
$290K
|
|
|
Feb 09, 2024
Q4 2023
|
Girard Partners Ltd.
|
SELL
|
- |
-68- 3.5% |
$35.7K - $42.1K
|
1.87K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-68- 1.06% |
$35.7K - $42.1K
|
6.33K
$5.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Financial Services Group Inc
Chesterfield, MO |
SELL
|
- |
-68- 15.6% |
$35.7K - $42.1K
|
368
$302K
|
|
|
Feb 07, 2024
Q4 2023
|
Warther Private Wealth, LLC
Akron, OH |
SELL
|
- |
-69- 2.03% |
$36.2K - $42.7K
|
3.33K
$2.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
SELL
|
- |
-69- 4.41% |
$36.2K - $42.7K
|
1.5K
$1.23M
|
|
|
Jan 11, 2024
Q4 2023
|
Community Trust & Investment CO
|
SELL
|
- |
-70- 4.58% |
$36.8K - $43.3K
|
1.46K
$1.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-70- 9.62% |
$36.8K - $43.3K
|
658
$541K
|
|
|
Feb 14, 2024
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-70- 0.33% |
$36.8K - $43.3K
|
21.5K
$17.6M
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-70- 13.94% |
$36.8K - $43.3K
|
432
$355K
|
|
|
Jan 12, 2024
Q4 2023
|
Clarity Financial LLC
|
SELL
|
- |
-71- 10.2% |
$37.3K - $44K
|
625
$513K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-71- 10.11% |
$37.3K - $44K
|
631
$518K
|
|
|
Feb 13, 2024
Q4 2023
|
Southeast Asset Advisors Inc.
Thomasville, GA |
SELL
|
- |
-71- 13.76% |
$37.3K - $44K
|
445
$366K
|
|
|
Jan 25, 2024
Q4 2023
|
Meeder Advisory Services, Inc.
Dublin, OH |
SELL
|
- |
-72- 0.68% |
$37.8K - $44.6K
|
10.6K
$8.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Auxano Advisors, LLC
|
SELL
|
- |
-72- 4.71% |
$37.8K - $44.6K
|
1.46K
$1.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-73- 5.7% |
$38.3K - $45.2K
|
1.21K
$992K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-74- 2.51% |
$38.9K - $45.8K
|
2.87K
$2.36M
|
|
|
Feb 09, 2024
Q4 2023
|
Banco De Sabadell, S.A
Miami, FL |
SELL
|
- |
-74- 1.49% |
$38.9K - $45.8K
|
4.91K
$4.03M
|
|
|
Jan 17, 2024
Q4 2023
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-75- 1.12% |
$39.4K - $46.4K
|
6.61K
$5.43M
|
|
|
Feb 13, 2024
Q4 2023
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-76- 9.5% |
$39.9K - $47.1K
|
724
$595K
|
|
|
Feb 02, 2024
Q4 2023
|
Investment Partners, Ltd.
|
SELL
|
- |
-79- 1.19% |
$41.5K - $48.9K
|
6.55K
$5.38M
|
|
|
Feb 02, 2024
Q4 2023
|
J.Safra Asset Management Corp
|
SELL
|
- |
-80- 11.75% |
$42K - $49.5K
|
601
$494K
|
|
|
Feb 12, 2024
Q4 2023
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-80- 2.94% |
$42K - $49.5K
|
2.64K
$2.17M
|
|
|
Feb 12, 2024
Q4 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-80- 0.42% |
$42K - $49.5K
|
19.1K
$15.7M
|
|
|
Jan 09, 2024
Q4 2023
|
Seneca House Advisors
|
SELL
|
- |
-81- 5.69% |
$42.5K - $50.1K
|
1.34K
$1.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-81- 1.05% |
$42.5K - $50.1K
|
7.65K
$6.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-81- 4.43% |
$42.5K - $50.1K
|
1.75K
$1.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-81- 1.66% |
$42.5K - $50.1K
|
4.79K
$3.93M
|
|
|
Jan 08, 2024
Q4 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-82- 4.04% |
$43.1K - $50.8K
|
1.95K
$1.6M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-82- 2.44% |
$43.1K - $50.8K
|
3.29K
$2.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-82- 16.24% |
$43.1K - $50.8K
|
423
$347K
|
|
|
Feb 14, 2024
Q4 2023
|
Index Fund Advisors, Inc.
|
SELL
|
- |
-82- 11.42% |
$43.1K - $50.8K
|
636
$522K
|
|
|
Feb 05, 2024
Q4 2023
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-83- 0.9% |
$43.6K - $51.4K
|
9.14K
$7.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-83- 16.77% |
$43.6K - $51.4K
|
412
$338K
|