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 13, 2024
Q4 2023
|
Huber Capital Management LLC
El Segundo, CA |
SELL
|
- |
-100- 0.44% |
$52.5K - $61.9K
|
22.8K
$18M
|
|
|
Feb 14, 2024
Q4 2023
|
Morgens Waterfall Vintiadis & CO Inc
New York, NY |
SELL
|
- |
-100- 0.99% |
$52.5K - $61.9K
|
10K
$7.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-100- 2.32% |
$52.5K - $61.9K
|
4.21K
$3.32M
|
|
|
Oct 09, 2024
Q4 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-100- 1.44% |
$52.5K - $61.9K
|
6.86K
$5.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Jackson Square Capital, LLC
|
SELL
|
- |
-101- 0.42% |
$53K - $62.5K
|
24K
$18.9M
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-102- 2.92% |
$53.6K - $63.2K
|
3.4K
$2.67M
|
|
|
Jan 17, 2024
Q4 2023
|
Rnc Capital Management LLC
|
SELL
|
- |
-103- 0.69% |
$54.1K - $63.8K
|
14.9K
$11.7M
|
|
|
Sep 06, 2024
Q4 2023
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-103- 5.98% |
$54.1K - $63.8K
|
1.62K
$1.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-104- 3.47% |
$54.6K - $64.4K
|
2.9K
$2.28M
|
|
|
Feb 15, 2024
Q4 2023
|
Kensington Investment Counsel, LLC
|
SELL
|
- |
-104- 4.78% |
$54.6K - $64.4K
|
2.07K
$1.63M
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
SELL
|
- |
-105- 1.92% |
$55.1K - $65K
|
5.37K
$4.22M
|
|
|
Jan 11, 2024
Q4 2023
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-105- 4.02% |
$55.1K - $65K
|
2.51K
$1.98M
|
|
|
Jan 08, 2024
Q4 2023
|
Lynch & Associates
|
SELL
|
- |
-106- 1.38% |
$55.7K - $65.6K
|
7.58K
$5.96M
|
|
|
Jan 31, 2024
Q4 2023
|
Court Place Advisors, LLC
Ellicott City, MD |
SELL
|
- |
-106- 6.78% |
$55.7K - $65.6K
|
1.46K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-106- 18.89% |
$55.7K - $65.6K
|
455
$358K
|
|
|
Jan 24, 2024
Q4 2023
|
Souders Financial Advisors
|
SELL
|
- |
-108- 3.31% |
$56.7K - $66.9K
|
3.16K
$2.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Monumental Financial Group Inc.
|
SELL
|
- |
-108- 3.71% |
$56.7K - $66.9K
|
2.8K
$2.21M
|
|
|
Feb 12, 2024
Q4 2023
|
Clear Investment Research, LLC
|
SELL
|
- |
-108- 3.95% |
$56.7K - $66.9K
|
2.62K
$2.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-108- 11.97% |
$56.7K - $66.9K
|
794
$625K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-110- 1.21% |
$57.8K - $68.1K
|
9.01K
$7.09M
|
|
|
Jan 23, 2024
Q4 2023
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-110- 10.57% |
$57.8K - $68.1K
|
931
$733K
|
|
|
Feb 13, 2024
Q4 2023
|
Madden Securities Corp
|
SELL
|
- |
-110- 1.21% |
$57.8K - $68.1K
|
9.01K
$7.09M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-111- 9.13% |
$58.3K - $68.7K
|
1.11K
$870K
|
|
|
Jan 24, 2024
Q4 2023
|
Peoples Financial Services Corp.
|
SELL
|
- |
-111- 0.65% |
$58.3K - $68.7K
|
17K
$13.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-112- 1.82% |
$58.8K - $69.3K
|
6.03K
$4.75M
|
|
|
Jan 12, 2024
Q4 2023
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-113- 1.28% |
$59.3K - $70K
|
8.72K
$6.86M
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-114- 3.68% |
$59.9K - $70.6K
|
2.99K
$2.35M
|
|
|
Jan 22, 2024
Q4 2023
|
True North Advisors, LLC
|
SELL
|
- |
-114- 2.59% |
$59.9K - $70.6K
|
4.29K
$3.38M
|
|
|
Feb 01, 2024
Q4 2023
|
1900 Wealth Management LLC
|
SELL
|
- |
-114- 11.09% |
$59.9K - $70.6K
|
914
$719K
|
|
|
Feb 09, 2024
Q4 2023
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-114- 9.38% |
$59.9K - $70.6K
|
1.1K
$867K
|
|
|
Feb 13, 2024
Q4 2023
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-114- 19.03% |
$59.9K - $70.6K
|
485
$382K
|
|
|
Jan 18, 2024
Q4 2023
|
Fruth Investment Management
|
SELL
|
- |
-115- 5.48% |
$60.4K - $71.2K
|
1.99K
$1.56M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-116- 2.96% |
$60.9K - $71.8K
|
3.8K
$2.99M
|
|
|
Jan 30, 2024
Q4 2023
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-116- 5.29% |
$60.9K - $71.8K
|
2.08K
$1.63M
|
|
|
Feb 07, 2024
Q4 2023
|
Jnba Financial Advisors
|
SELL
|
- |
-116- 22.48% |
$60.9K - $71.8K
|
400
$315K
|
|
|
Jan 18, 2024
Q4 2023
|
Occidental Asset Management, LLC
|
SELL
|
- |
-117- 6.38% |
$61.4K - $72.4K
|
1.72K
$1.35M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-118- 7.38% |
$62K - $73.1K
|
1.48K
$1.17M
|
|
|
Jan 08, 2024
Q4 2023
|
Diversified Trust CO
|
SELL
|
- |
-119- 0.92% |
$62.5K - $73.7K
|
12.8K
$10.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
SELL
|
- |
-120- 2.82% |
$63K - $74.3K
|
4.14K
$3.25M
|
|
|
Feb 01, 2024
Q4 2023
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-120- 1.74% |
$63K - $74.3K
|
6.79K
$5.34M
|
|
|
Jan 26, 2024
Q4 2023
|
Hudson Canyon Capital Management
New York, NY |
SELL
|
- |
-121- 2.21% |
$63.5K - $74.9K
|
5.35K
$4.21M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Permanent School Fund
Austin, TX |
SELL
|
- |
-121- 0.07% |
$63.5K - $74.9K
|
165K
$130M
|
|
|
Jan 22, 2024
Q4 2023
|
Bridge Creek Capital Management LLC
|
SELL
|
- |
-122- 4.74% |
$64.1K - $75.5K
|
2.45K
$1.93M
|
|
|
Jan 25, 2024
Q4 2023
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-122- 6.47% |
$64.1K - $75.5K
|
1.76K
$1.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-122- 44.36% |
$64.1K - $75.5K
|
153
$120K
|
|
|
Feb 08, 2024
Q4 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-122- 10.16% |
$64.1K - $75.5K
|
1.08K
$849K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-123- 0.19% |
$64.6K - $76.2K
|
63.8K
$50.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-125- 0.42% |
$65.6K - $77.4K
|
29.9K
$23.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Barr E S & CO
Lexington, KY |
SELL
|
- |
-125- 3.69% |
$65.6K - $77.4K
|
3.26K
$2.57M
|
|
|
Jan 18, 2024
Q4 2023
|
Brave Asset Management Inc
|
SELL
|
- |
-126- 6.55% |
$66.2K - $78K
|
1.8K
$1.42M
|