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 14, 2024
Q4 2023
|
Jsf Financial, LLC
|
SELL
|
- |
-83- 8.26% |
$43.6K - $51.4K
|
922
$757K
|
|
|
Jun 17, 2024
Q4 2023
|
Traphagen Investment Advisors LLC
Oradell, NJ |
SELL
|
- |
-83- 5.17% |
$43.6K - $51.4K
|
1.52K
$1.25M
|
|
|
Jan 22, 2024
Q4 2023
|
Trust CO Of Oklahoma
|
SELL
|
- |
-84- 10.41% |
$44.1K - $52K
|
723
$594K
|
|
|
Jan 29, 2024
Q4 2023
|
Conning Inc.
|
SELL
|
- |
-84- 0.68% |
$44.1K - $52K
|
12.3K
$10.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-85- 17.78% |
$44.6K - $52.6K
|
393
$323K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-85- 0.42% |
$44.6K - $52.6K
|
20.3K
$16.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-86- 0.7% |
$45.2K - $53.2K
|
12.3K
$10.1M
|
|
|
Aug 28, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-86- 15.09% |
$45.2K - $53.2K
|
484
$398K
|
|
|
Aug 29, 2024
Q4 2023
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-86- 15.09% |
$45.2K - $53.2K
|
484
$398K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-87- 0.41% |
$45.7K - $53.9K
|
21K
$17.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Clean Yield Group
|
SELL
|
- |
-87- 2.27% |
$45.7K - $53.9K
|
3.74K
$3.07M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Freedom, LLC
Cincinnati, OH |
SELL
|
- |
-87- 14.75% |
$45.7K - $53.9K
|
503
$413K
|
|
|
Feb 06, 2024
Q4 2023
|
Summit Trail Advisors, LLC
New York, NY |
SELL
|
- |
-87- 1.23% |
$45.7K - $53.9K
|
6.96K
$5.72M
|
|
|
Jan 18, 2024
Q4 2023
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
SELL
|
- |
-88- 1.29% |
$46.2K - $54.5K
|
6.73K
$5.53M
|
|
|
Feb 05, 2024
Q4 2023
|
Brooktree Capital Management
|
SELL
|
- |
-89- 1.24% |
$46.7K - $55.1K
|
7.09K
$5.82M
|
|
|
Feb 06, 2024
Q4 2023
|
Delos Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-89- 97.8% |
$46.7K - $55.1K
|
2
$1.64K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-90- 3.69% |
$47.3K - $55.7K
|
2.35K
$1.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Carson Advisory Inc.
|
SELL
|
- |
-90- 8.52% |
$47.3K - $55.7K
|
966
$794K
|
|
|
Jan 24, 2024
Q4 2023
|
Western Financial Corp/Ca
San Diego, CA |
SELL
|
- |
-92- 3.31% |
$48.3K - $57K
|
2.69K
$2.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-92- 3.3% |
$48.3K - $57K
|
2.7K
$2.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Concorde Asset Management, LLC
|
SELL
|
- |
-92- 8.78% |
$48.3K - $57K
|
956
$785K
|
|
|
May 24, 2024
Q4 2023
|
Garrison Asset Management, LLC
|
SELL
|
- |
-92- 3.3% |
$48.3K - $57K
|
2.7K
$2.22M
|
|
|
Jan 30, 2024
Q4 2023
|
Prosperitas Financial LLC
Valencia, CA |
SELL
|
- |
-93- 3.41% |
$48.8K - $57.6K
|
2.63K
$2.16M
|
|
|
Jan 05, 2024
Q4 2023
|
Montecito Bank & Trust
|
SELL
|
- |
-94- 0.9% |
$49.4K - $58.2K
|
10.4K
$8.54M
|
|
|
Feb 06, 2024
Q4 2023
|
Darwin Advisors, LLC
|
SELL
|
- |
-94- 15.02% |
$49.4K - $58.2K
|
532
$437K
|
|
|
Feb 09, 2024
Q4 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-94- 25.27% |
$49.4K - $58.2K
|
278
$228K
|
|
|
Jan 10, 2024
Q4 2023
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-95- 3.96% |
$49.9K - $58.8K
|
2.31K
$1.89M
|
|
|
Feb 12, 2024
Q4 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-95- 10.8% |
$49.9K - $58.8K
|
785
$645K
|
|
|
Jan 29, 2024
Q4 2023
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-97- 3.77% |
$50.9K - $60.1K
|
2.48K
$2.03M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Partners LLC
|
SELL
|
- |
-98- 21.44% |
$51.5K - $60.7K
|
359
$295K
|
|
|
Feb 08, 2024
Q4 2023
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-98- 14.22% |
$51.5K - $60.7K
|
591
$485K
|
|
|
Jan 24, 2024
Q4 2023
|
Harvey Investment CO LLC
|
SELL
|
- |
-99- 0.8% |
$52K - $61.3K
|
12.3K
$10.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-99- 1.68% |
$52K - $61.3K
|
5.79K
$4.76M
|
|
|
Feb 09, 2024
Q4 2023
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-99- 5.38% |
$52K - $61.3K
|
1.74K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
First Long Island Investors, LLC
|
SELL
|
- |
-99- 0.76% |
$52K - $61.3K
|
13K
$10.7M
|
|
|
Jan 05, 2024
Q4 2023
|
Red Spruce Capital, LLC
|
SELL
|
- |
-100- 3.13% |
$52.5K - $61.9K
|
3.09K
$2.54M
|
|
|
Jan 11, 2024
Q4 2023
|
626 Financial, LLC
|
SELL
|
- |
-100- 4.12% |
$52.5K - $61.9K
|
2.33K
$1.91M
|
|
|
Jan 18, 2024
Q4 2023
|
Stewart & Patten CO LLC
|
SELL
|
- |
-100- 6.02% |
$52.5K - $61.9K
|
1.56K
$1.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Midwest Heritage Bank, Fsb
|
SELL
|
- |
-100- 14.27% |
$52.5K - $61.9K
|
601
$494K
|
|
|
Jan 31, 2024
Q4 2023
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-100- 16.89% |
$52.5K - $61.9K
|
492
$404K
|
|
|
Feb 05, 2024
Q4 2023
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-100- 6.29% |
$52.5K - $61.9K
|
1.49K
$1.22M
|
|
|
Feb 07, 2024
Q4 2023
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-100- 0.96% |
$52.5K - $61.9K
|
10.3K
$8.47M
|
|
|
Feb 08, 2024
Q4 2023
|
Graybill Bartz & Assoc LTD
|
SELL
|
- |
-100- 10.0% |
$52.5K - $61.9K
|
900
$739K
|
|
|
Feb 09, 2024
Q4 2023
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-100- 5.41% |
$52.5K - $61.9K
|
1.75K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-100- 0.44% |
$52.5K - $61.9K
|
22.8K
$18.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
SELL
|
- |
-100- 0.99% |
$52.5K - $61.9K
|
10K
$8.21M
|
|
|
Feb 14, 2024
Q4 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-100- 2.32% |
$52.5K - $61.9K
|
4.21K
$3.46M
|
|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-100- 1.44% |
$52.5K - $61.9K
|
6.86K
$5.64M
|
|
|
Jan 09, 2024
Q4 2023
|
Jackson Square Capital, LLC
|
SELL
|
- |
-101- 0.42% |
$53K - $62.5K
|
24K
$19.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-102- 2.92% |
$53.6K - $63.2K
|
3.4K
$2.79M
|