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 05, 2024
Q4 2023
|
Brooktree Capital Management
|
SELL
|
- |
-89- 1.24% |
$46.7K - $55.1K
|
7.09K
$5.52M
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-89- 97.8% |
$46.7K - $55.1K
|
2
$1.56K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-90- 3.69% |
$47.3K - $55.7K
|
2.35K
$1.83M
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-90- 8.52% |
$47.3K - $55.7K
|
966
$752K
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-92- 3.31% |
$48.3K - $57K
|
2.69K
$2.09M
|
|
|
Feb 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-92- 3.3% |
$48.3K - $57K
|
2.7K
$2.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-92- 8.78% |
$48.3K - $57K
|
956
$744K
|
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-92- 3.3% |
$48.3K - $57K
|
2.7K
$2.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-93- 3.41% |
$48.8K - $57.6K
|
2.63K
$2.05M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-94- 0.9% |
$49.4K - $58.2K
|
10.4K
$8.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-94- 15.02% |
$49.4K - $58.2K
|
532
$414K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-94- 25.27% |
$49.4K - $58.2K
|
278
$216K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-95- 3.96% |
$49.9K - $58.8K
|
2.31K
$1.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-95- 10.8% |
$49.9K - $58.8K
|
785
$611K
|
|
|
Jan 29, 2024
Q4 2023
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-97- 3.77% |
$50.9K - $60.1K
|
2.48K
$1.93M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-98- 21.44% |
$51.5K - $60.7K
|
359
$280K
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-98- 14.22% |
$51.5K - $60.7K
|
591
$460K
|
|
|
Jan 24, 2024
Q4 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-99- 0.8% |
$52K - $61.3K
|
12.3K
$9.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-99- 1.68% |
$52K - $61.3K
|
5.79K
$4.51M
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-99- 5.38% |
$52K - $61.3K
|
1.74K
$1.36M
|
|
|
Feb 14, 2024
Q4 2023
|
First Long Island Investors, LLC
|
SELL
|
- |
-99- 0.76% |
$52K - $61.3K
|
13K
$10.1M
|
|
|
Jan 05, 2024
Q4 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-100- 3.13% |
$52.5K - $61.9K
|
3.09K
$2.41M
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-100- 4.12% |
$52.5K - $61.9K
|
2.33K
$1.81M
|
|
|
Jan 18, 2024
Q4 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-100- 6.02% |
$52.5K - $61.9K
|
1.56K
$1.21M
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-100- 14.27% |
$52.5K - $61.9K
|
601
$468K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-100- 16.89% |
$52.5K - $61.9K
|
492
$383K
|
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-100- 6.29% |
$52.5K - $61.9K
|
1.49K
$1.16M
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-100- 0.96% |
$52.5K - $61.9K
|
10.3K
$8.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-100- 10.0% |
$52.5K - $61.9K
|
900
$701K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-100- 5.41% |
$52.5K - $61.9K
|
1.75K
$1.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-100- 0.44% |
$52.5K - $61.9K
|
22.8K
$17.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
SELL
|
- |
-100- 0.99% |
$52.5K - $61.9K
|
10K
$7.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-100- 2.32% |
$52.5K - $61.9K
|
4.21K
$3.28M
|
|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-100- 1.44% |
$52.5K - $61.9K
|
6.86K
$5.34M
|
|
|
Jan 09, 2024
Q4 2023
|
Jackson Square Capital, LLC
|
SELL
|
- |
-101- 0.42% |
$53K - $62.5K
|
24K
$18.7M
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-102- 2.92% |
$53.6K - $63.2K
|
3.4K
$2.64M
|
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-103- 0.69% |
$54.1K - $63.8K
|
14.9K
$11.6M
|
|
|
Sep 06, 2024
Q4 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-103- 5.98% |
$54.1K - $63.8K
|
1.62K
$1.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-104- 3.47% |
$54.6K - $64.4K
|
2.9K
$2.26M
|
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-104- 4.78% |
$54.6K - $64.4K
|
2.07K
$1.61M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-105- 1.92% |
$55.1K - $65K
|
5.37K
$4.18M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-105- 4.02% |
$55.1K - $65K
|
2.51K
$1.95M
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
SELL
|
- |
-106- 1.38% |
$55.7K - $65.6K
|
7.58K
$5.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-106- 6.78% |
$55.7K - $65.6K
|
1.46K
$1.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-106- 18.89% |
$55.7K - $65.6K
|
455
$354K
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
SELL
|
- |
-108- 3.31% |
$56.7K - $66.9K
|
3.16K
$2.46M
|
|
|
Feb 05, 2024
Q4 2023
|
Monumental Financial Group Inc.
|
SELL
|
- |
-108- 3.71% |
$56.7K - $66.9K
|
2.8K
$2.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-108- 3.95% |
$56.7K - $66.9K
|
2.62K
$2.04M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-108- 11.97% |
$56.7K - $66.9K
|
794
$618K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-110- 1.21% |
$57.8K - $68.1K
|
9.01K
$7.01M
|