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 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-130- 24.71% |
$68.3K - $80.5K
|
396
$325K
|
|
|
Feb 08, 2024
Q4 2023
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
SELL
|
- |
-132- 0.46% |
$69.3K - $81.7K
|
28.4K
$23.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-132- 4.3% |
$69.3K - $81.7K
|
2.94K
$2.41M
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-133- 6.21% |
$69.9K - $82.3K
|
2.01K
$1.65M
|
|
|
Jan 30, 2024
Q4 2023
|
Ballast Advisors LLC
|
SELL
|
- |
-133- 22.74% |
$69.9K - $82.3K
|
452
$371K
|
|
|
Feb 14, 2024
Q4 2023
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-133- 6.12% |
$69.9K - $82.3K
|
2.04K
$1.67M
|
|
|
Feb 09, 2024
Q4 2023
|
Keystone Financial Group
|
SELL
|
- |
-134- 5.3% |
$70.4K - $83K
|
2.39K
$1.97M
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-135- 7.33% |
$70.9K - $83.6K
|
1.71K
$1.4M
|
|
|
Feb 07, 2024
Q4 2023
|
Edgemoor Investment Advisors, Inc.
|
SELL
|
- |
-135- 10.17% |
$70.9K - $83.6K
|
1.19K
$980K
|
|
|
Feb 13, 2024
Q4 2023
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-136- 24.07% |
$71.4K - $84.2K
|
429
$352K
|
|
|
Feb 13, 2024
Q4 2023
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-136- 8.55% |
$71.4K - $84.2K
|
1.45K
$1.19M
|
|
|
Jan 23, 2024
Q4 2023
|
Ledge Wealth Management, Inc.
|
SELL
|
- |
-137- 4.02% |
$72K - $84.8K
|
3.27K
$2.68M
|
|
|
Feb 07, 2024
Q4 2023
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-137- 13.54% |
$72K - $84.8K
|
875
$719K
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-138- 2.85% |
$72.5K - $85.4K
|
4.71K
$3.87M
|
|
|
Feb 07, 2024
Q4 2023
|
Donoghue Forlines LLC
|
SELL
|
- |
-139- 5.81% |
$73K - $86.1K
|
2.25K
$1.85M
|
|
|
Jan 23, 2024
Q4 2023
|
Heartland Bank & Trust CO
|
SELL
|
- |
-140- 2.75% |
$73.5K - $86.7K
|
4.96K
$4.07M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-141- 2.36% |
$74.1K - $87.3K
|
5.83K
$4.79M
|
|
|
Jan 31, 2024
Q4 2023
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-142- 4.58% |
$74.6K - $87.9K
|
2.96K
$2.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
SELL
|
- |
-142- 32.95% |
$74.6K - $87.9K
|
289
$237K
|
|
|
Jan 31, 2024
Q4 2023
|
Hunter Associates Investment Management LLC
Pittsburgh, PA |
SELL
|
- |
-143- 1.41% |
$75.1K - $88.5K
|
10K
$8.24M
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-143- 1.64% |
$75.1K - $88.5K
|
8.6K
$7.06M
|
|
|
Jan 17, 2024
Q4 2023
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-144- 17.39% |
$75.6K - $89.2K
|
684
$562K
|
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-144- 1.4% |
$75.6K - $89.2K
|
10.1K
$8.33M
|
|
|
Feb 01, 2024
Q4 2023
|
Heritage Investment Group, Inc.
|
SELL
|
- |
-144- 6.64% |
$75.6K - $89.2K
|
2.03K
$1.66M
|
|
|
Feb 07, 2024
Q4 2023
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-144- 10.44% |
$75.6K - $89.2K
|
1.24K
$1.01M
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-145- 4.04% |
$76.2K - $89.8K
|
3.45K
$2.83M
|
|
|
Jan 16, 2024
Q4 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-147- 4.18% |
$77.2K - $91K
|
3.37K
$2.77M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-147- 0.02% |
$77.2K - $91K
|
751K
$617M
|
|
|
Feb 13, 2024
Q4 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
SELL
|
- |
-147- 20.5% |
$77.2K - $91K
|
570
$468K
|
|
|
Jan 12, 2024
Q4 2023
|
Stableford Capital Ii LLC
Scottsdale, AZ |
SELL
|
- |
-148- 1.62% |
$77.7K - $91.6K
|
8.99K
$7.39M
|
|
|
Jan 08, 2024
Q4 2023
|
Curbstone Financial Management Corp
|
SELL
|
- |
-150- 2.07% |
$78.8K - $92.9K
|
7.1K
$5.83M
|
|
|
Jan 31, 2024
Q4 2023
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-150- 3.08% |
$78.8K - $92.9K
|
4.73K
$3.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Guyasuta Investment Advisors Inc
|
SELL
|
- |
-150- 4.92% |
$78.8K - $92.9K
|
2.9K
$2.38M
|
|
|
Feb 05, 2024
Q4 2023
|
Fiduciary Group LLC
Savannah, GA |
SELL
|
- |
-150- 2.06% |
$78.8K - $92.9K
|
7.14K
$5.87M
|
|
|
Feb 06, 2024
Q4 2023
|
Mechanics Financial Corp
|
SELL
|
- |
-150- 7.27% |
$78.8K - $92.9K
|
1.91K
$1.57M
|
|
|
Feb 09, 2024
Q4 2023
|
Codex Capital, L.L.C.
New York, NY |
SELL
|
- |
-150- 0.83% |
$78.8K - $92.9K
|
18K
$14.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-150- 11.09% |
$78.8K - $92.9K
|
1.2K
$987K
|
|
|
Jan 25, 2024
Q4 2023
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-151- 1.38% |
$79.3K - $93.5K
|
10.8K
$8.86M
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-152- 12.99% |
$79.8K - $94.1K
|
1.02K
$836K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-153- 7.12% |
$80.4K - $94.7K
|
2K
$1.64M
|
|
|
Feb 09, 2024
Q4 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-153- 5.27% |
$80.4K - $94.7K
|
2.75K
$2.26M
|
|
|
Feb 07, 2024
Q4 2023
|
Wambolt & Associates, LLC
|
SELL
|
- |
-154- 10.19% |
$80.9K - $95.3K
|
1.36K
$1.12M
|
|
|
Feb 12, 2024
Q4 2023
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-154- 2.79% |
$80.9K - $95.3K
|
5.37K
$4.41M
|
|
|
Jan 22, 2024
Q4 2023
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-155- 1.36% |
$81.4K - $96K
|
11.2K
$9.2M
|
|
|
Feb 14, 2024
Q4 2023
|
American Trust Investment Advisors, LLC
|
SELL
|
- |
-155- 13.5% |
$81.4K - $96K
|
993
$816K
|
|
|
Feb 09, 2024
Q4 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-158- 3.66% |
$83K - $97.8K
|
4.16K
$3.42M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-158- 4.94% |
$83K - $97.8K
|
3.04K
$2.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Paragon Capital Management LTD
|
SELL
|
- |
-160- 10.09% |
$84K - $99.1K
|
1.43K
$1.17M
|
|
|
Jan 29, 2024
Q4 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-160- 11.68% |
$84K - $99.1K
|
1.21K
$994K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-160- 2.81% |
$84K - $99.1K
|
5.54K
$4.55M
|