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 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-110- 10.57% |
$57.8K - $68.1K
|
931
$725K
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
SELL
|
- |
-110- 1.21% |
$57.8K - $68.1K
|
9.01K
$7.02M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-111- 9.13% |
$58.3K - $68.7K
|
1.11K
$860K
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-111- 0.65% |
$58.3K - $68.7K
|
17K
$13.3M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-112- 1.82% |
$58.8K - $69.3K
|
6.03K
$4.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-113- 1.28% |
$59.3K - $70K
|
8.72K
$6.79M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-114- 3.68% |
$59.9K - $70.6K
|
2.99K
$2.33M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-114- 2.59% |
$59.9K - $70.6K
|
4.29K
$3.34M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-114- 11.09% |
$59.9K - $70.6K
|
914
$712K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-114- 9.38% |
$59.9K - $70.6K
|
1.1K
$858K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-114- 19.03% |
$59.9K - $70.6K
|
485
$378K
|
|
|
Jan 18, 2024
Q4 2023
|
Fruth Investment Management
|
SELL
|
- |
-115- 5.48% |
$60.4K - $71.2K
|
1.99K
$1.55M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-116- 2.96% |
$60.9K - $71.8K
|
3.8K
$2.96M
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-116- 5.29% |
$60.9K - $71.8K
|
2.08K
$1.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-116- 22.48% |
$60.9K - $71.8K
|
400
$311K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-117- 6.38% |
$61.4K - $72.4K
|
1.72K
$1.34M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-118- 7.38% |
$62K - $73.1K
|
1.48K
$1.15M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-119- 0.92% |
$62.5K - $73.7K
|
12.8K
$9.99M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-120- 2.82% |
$63K - $74.3K
|
4.14K
$3.22M
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-120- 1.74% |
$63K - $74.3K
|
6.79K
$5.28M
|
|
|
Jan 26, 2024
Q4 2023
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-121- 2.21% |
$63.5K - $74.9K
|
5.35K
$4.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-121- 0.07% |
$63.5K - $74.9K
|
165K
$128M
|
|
|
Jan 22, 2024
Q4 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-122- 4.74% |
$64.1K - $75.5K
|
2.45K
$1.91M
|
|
|
Jan 25, 2024
Q4 2023
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-122- 6.47% |
$64.1K - $75.5K
|
1.76K
$1.37M
|
|
|
Feb 06, 2024
Q4 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-122- 44.36% |
$64.1K - $75.5K
|
153
$119K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-122- 10.16% |
$64.1K - $75.5K
|
1.08K
$840K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-123- 0.19% |
$64.6K - $76.2K
|
63.8K
$49.7M
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-125- 0.42% |
$65.6K - $77.4K
|
29.9K
$23.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-125- 3.69% |
$65.6K - $77.4K
|
3.26K
$2.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-126- 6.55% |
$66.2K - $78K
|
1.8K
$1.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-126- 1.86% |
$66.2K - $78K
|
6.64K
$5.17M
|
|
|
May 10, 2024
Q4 2023
|
Evernest Financial Advisors, LLC
Carmel, IN |
SELL
|
- |
-127- 2.76% |
$66.7K - $78.6K
|
4.47K
$3.48M
|
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-128- 4.26% |
$67.2K - $79.2K
|
2.88K
$2.24M
|
|
|
Feb 07, 2024
Q4 2023
|
Janney Capital Management LLC
|
SELL
|
- |
-129- 11.4% |
$67.7K - $79.9K
|
1K
$781K
|
|
|
Feb 09, 2024
Q4 2023
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-129- 4.95% |
$67.7K - $79.9K
|
2.48K
$1.93M
|
|
|
Jan 08, 2024
Q4 2023
|
Pure Financial Advisors, LLC
|
SELL
|
- |
-130- 2.89% |
$68.3K - $80.5K
|
4.37K
$3.4M
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-130- 24.71% |
$68.3K - $80.5K
|
396
$308K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-132- 0.46% |
$69.3K - $81.7K
|
28.4K
$22.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-132- 4.3% |
$69.3K - $81.7K
|
2.94K
$2.29M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-133- 6.21% |
$69.9K - $82.3K
|
2.01K
$1.56M
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-133- 22.74% |
$69.9K - $82.3K
|
452
$352K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-133- 6.12% |
$69.9K - $82.3K
|
2.04K
$1.59M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-134- 5.3% |
$70.4K - $83K
|
2.39K
$1.86M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-135- 7.33% |
$70.9K - $83.6K
|
1.71K
$1.33M
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-135- 10.17% |
$70.9K - $83.6K
|
1.19K
$929K
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-136- 24.07% |
$71.4K - $84.2K
|
429
$334K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-136- 8.55% |
$71.4K - $84.2K
|
1.45K
$1.13M
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-137- 4.02% |
$72K - $84.8K
|
3.27K
$2.54M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-137- 13.54% |
$72K - $84.8K
|
875
$681K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-138- 2.85% |
$72.5K - $85.4K
|
4.71K
$3.66M
|