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 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-139- 5.81% |
$73K - $86.1K
|
2.25K
$1.72M
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-140- 2.75% |
$73.5K - $86.7K
|
4.96K
$3.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-141- 2.36% |
$74.1K - $87.3K
|
5.83K
$4.46M
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-142- 4.58% |
$74.6K - $87.9K
|
2.96K
$2.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-142- 32.95% |
$74.6K - $87.9K
|
289
$221K
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-143- 1.41% |
$75.1K - $88.5K
|
10K
$7.67M
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-143- 1.64% |
$75.1K - $88.5K
|
8.6K
$6.57M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-144- 17.39% |
$75.6K - $89.2K
|
684
$523K
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-144- 1.4% |
$75.6K - $89.2K
|
10.1K
$7.75M
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-144- 6.64% |
$75.6K - $89.2K
|
2.03K
$1.55M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-144- 10.44% |
$75.6K - $89.2K
|
1.24K
$944K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-145- 4.04% |
$76.2K - $89.8K
|
3.45K
$2.64M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-147- 4.18% |
$77.2K - $91K
|
3.37K
$2.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-147- 0.02% |
$77.2K - $91K
|
751K
$575M
|
|
|
Feb 13, 2024
Q4 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-147- 20.5% |
$77.2K - $91K
|
570
$436K
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-148- 1.62% |
$77.7K - $91.6K
|
8.99K
$6.88M
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-150- 2.07% |
$78.8K - $92.9K
|
7.1K
$5.43M
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-150- 3.08% |
$78.8K - $92.9K
|
4.73K
$3.61M
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-150- 4.92% |
$78.8K - $92.9K
|
2.9K
$2.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-150- 2.06% |
$78.8K - $92.9K
|
7.14K
$5.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-150- 7.27% |
$78.8K - $92.9K
|
1.91K
$1.46M
|
|
|
Feb 09, 2024
Q4 2023
|
Codex Capital, L.L.C.
New York, NY |
SELL
|
- |
-150- 0.83% |
$78.8K - $92.9K
|
18K
$13.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-150- 11.09% |
$78.8K - $92.9K
|
1.2K
$919K
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-151- 1.38% |
$79.3K - $93.5K
|
10.8K
$8.25M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-152- 12.99% |
$79.8K - $94.1K
|
1.02K
$778K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-153- 7.12% |
$80.4K - $94.7K
|
2K
$1.53M
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-153- 5.27% |
$80.4K - $94.7K
|
2.75K
$2.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-154- 10.19% |
$80.9K - $95.3K
|
1.36K
$1.04M
|
|
|
Feb 12, 2024
Q4 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-154- 2.79% |
$80.9K - $95.3K
|
5.37K
$4.1M
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-155- 1.36% |
$81.4K - $96K
|
11.2K
$8.57M
|
|
|
Feb 14, 2024
Q4 2023
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-155- 13.5% |
$81.4K - $96K
|
993
$759K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-158- 3.66% |
$83K - $97.8K
|
4.16K
$3.18M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-158- 4.94% |
$83K - $97.8K
|
3.04K
$2.32M
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-160- 10.09% |
$84K - $99.1K
|
1.43K
$1.09M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-160- 11.68% |
$84K - $99.1K
|
1.21K
$925K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-160- 2.81% |
$84K - $99.1K
|
5.54K
$4.24M
|
|
|
Jan 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-161- 4.7% |
$84.6K - $99.7K
|
3.27K
$2.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-161- 23.07% |
$84.6K - $99.7K
|
537
$411K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-166- 5.53% |
$87.2K - $103K
|
2.84K
$2.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-166- 10.46% |
$87.2K - $103K
|
1.42K
$1.09M
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-168- 1.62% |
$88.2K - $104K
|
10.2K
$7.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-168- 0.42% |
$88.2K - $104K
|
40.2K
$30.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-169- 11.51% |
$88.8K - $105K
|
1.3K
$993K
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
SELL
|
- |
-170- 0.56% |
$89.3K - $105K
|
30.1K
$23M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-170- 21.14% |
$89.3K - $105K
|
634
$485K
|
|
|
Jan 29, 2024
Q4 2023
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-171- 1.75% |
$89.8K - $106K
|
9.62K
$7.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-171- 7.01% |
$89.8K - $106K
|
2.27K
$1.74M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-171- 16.07% |
$89.8K - $106K
|
893
$683K
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-171- 19.26% |
$89.8K - $106K
|
717
$548K
|
|
|
Feb 13, 2024
Q4 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-174- 25.22% |
$91.4K - $108K
|
516
$395K
|