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 17, 2024
Q4 2023
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-161- 4.7% |
$84.6K - $99.7K
|
3.27K
$2.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Fairhaven Wealth Management, LLC
|
SELL
|
- |
-161- 23.07% |
$84.6K - $99.7K
|
537
$441K
|
|
|
Jan 12, 2024
Q4 2023
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-166- 5.53% |
$87.2K - $103K
|
2.84K
$2.33M
|
|
|
Jan 30, 2024
Q4 2023
|
Eads & Heald Wealth Management
|
SELL
|
- |
-166- 10.46% |
$87.2K - $103K
|
1.42K
$1.17M
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-168- 1.62% |
$88.2K - $104K
|
10.2K
$8.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-168- 0.42% |
$88.2K - $104K
|
40.2K
$33M
|
|
|
Feb 05, 2024
Q4 2023
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-169- 11.51% |
$88.8K - $105K
|
1.3K
$1.07M
|
|
|
Jan 25, 2024
Q4 2023
|
Eastern Bank
|
SELL
|
- |
-170- 0.56% |
$89.3K - $105K
|
30.1K
$24.7M
|
|
|
Mar 05, 2024
Q4 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-170- 21.14% |
$89.3K - $105K
|
634
$521K
|
|
|
Jan 29, 2024
Q4 2023
|
Boothe Investment Group, Inc.
Dover, DE |
SELL
|
- |
-171- 1.75% |
$89.8K - $106K
|
9.62K
$7.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-171- 7.01% |
$89.8K - $106K
|
2.27K
$1.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-171- 16.07% |
$89.8K - $106K
|
893
$734K
|
|
|
Feb 14, 2024
Q4 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-171- 19.26% |
$89.8K - $106K
|
717
$589K
|
|
|
Feb 13, 2024
Q4 2023
|
Motive Wealth Advisors
|
SELL
|
- |
-174- 25.22% |
$91.4K - $108K
|
516
$424K
|
|
|
Feb 13, 2024
Q4 2023
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-175- 1.38% |
$91.9K - $108K
|
12.5K
$10.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-176- 5.95% |
$92.4K - $109K
|
2.78K
$2.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-176- 4.14% |
$92.4K - $109K
|
4.07K
$3.34M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-178- 0.7% |
$93.5K - $110K
|
25.2K
$20.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-178- 1.79% |
$93.5K - $110K
|
9.79K
$8.04M
|
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-179- 14.49% |
$94K - $111K
|
1.06K
$867K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-181- 2.53% |
$95.1K - $112K
|
6.98K
$5.73M
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-181- 28.02% |
$95.1K - $112K
|
465
$382K
|
|
|
Jan 29, 2024
Q4 2023
|
Q3 Asset Management
|
SELL
|
- |
-181- 5.04% |
$95.1K - $112K
|
3.41K
$2.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-183- 21.92% |
$96.1K - $113K
|
652
$536K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-183- 5.98% |
$96.1K - $113K
|
2.88K
$2.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-184- 2.58% |
$96.6K - $114K
|
6.94K
$5.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-185- 1.07% |
$97.2K - $115K
|
17.1K
$14M
|
|
|
Feb 01, 2024
Q4 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-187- 31.06% |
$98.2K - $116K
|
415
$341K
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-187- 2.16% |
$98.2K - $116K
|
8.46K
$6.95M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-188- 9.05% |
$98.7K - $116K
|
1.89K
$1.55M
|
|
|
Jan 19, 2024
Q4 2023
|
Ami Asset Management Corp
|
SELL
|
- |
-189- 0.18% |
$99.3K - $117K
|
102K
$83.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-189- 26.77% |
$99.3K - $117K
|
517
$425K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-190- 57.93% |
$99.8K - $118K
|
138
$113K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-190- 0.8% |
$99.8K - $118K
|
23.5K
$19.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Cmh Wealth Management LLC
|
SELL
|
- |
-190- 1.22% |
$99.8K - $118K
|
15.4K
$12.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-191- 5.79% |
$100K - $118K
|
3.11K
$2.55M
|
|
|
Jan 09, 2024
Q4 2023
|
Capitol Family Office, Inc.
|
SELL
|
- |
-192- 5.0% |
$101K - $119K
|
3.65K
$3M
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-193- 0.39% |
$101K - $119K
|
49.2K
$40.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-194- 10.95% |
$102K - $120K
|
1.58K
$1.3M
|
|
|
Feb 05, 2024
Q4 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-195- 11.56% |
$102K - $121K
|
1.49K
$1.23M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-196- 6.68% |
$103K - $121K
|
2.74K
$2.25M
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-196- 4.32% |
$103K - $121K
|
4.35K
$3.57M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-196- 7.61% |
$103K - $121K
|
2.38K
$1.96M
|
|
|
Feb 13, 2024
Q4 2023
|
Somerville Kurt F
|
SELL
|
- |
-196- 4.05% |
$103K - $121K
|
4.65K
$3.82M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-197- 3.57% |
$103K - $122K
|
5.32K
$4.37M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-198- 8.0% |
$104K - $123K
|
2.28K
$1.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-198- 98.51% |
$104K - $123K
|
3
$2.46K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-200- 1.8% |
$105K - $124K
|
10.9K
$8.97M
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-200- 5.36% |
$105K - $124K
|
3.53K
$2.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Puzo Michael J
|
SELL
|
- |
-200- 13.56% |
$105K - $124K
|
1.28K
$1.05M
|