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
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-175- 1.38% |
$91.9K - $108K
|
12.5K
$9.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-176- 5.95% |
$92.4K - $109K
|
2.78K
$2.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-176- 4.14% |
$92.4K - $109K
|
4.07K
$3.17M
|
|
|
Jan 25, 2024
Q4 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-178- 0.7% |
$93.5K - $110K
|
25.2K
$19.7M
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-178- 1.79% |
$93.5K - $110K
|
9.79K
$7.62M
|
|
|
Jan 12, 2024
Q4 2023
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-179- 14.49% |
$94K - $111K
|
1.06K
$822K
|
|
|
Jan 04, 2024
Q4 2023
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-181- 2.53% |
$95.1K - $112K
|
6.98K
$5.43M
|
|
|
Jan 12, 2024
Q4 2023
|
Empirical Asset Management, LLC
|
SELL
|
- |
-181- 28.02% |
$95.1K - $112K
|
465
$362K
|
|
|
Jan 29, 2024
Q4 2023
|
Q3 Asset Management
|
SELL
|
- |
-181- 5.04% |
$95.1K - $112K
|
3.41K
$2.65M
|
|
|
Jan 16, 2024
Q4 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-183- 21.92% |
$96.1K - $113K
|
652
$508K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
SELL
|
- |
-183- 5.98% |
$96.1K - $113K
|
2.88K
$2.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-184- 2.58% |
$96.6K - $114K
|
6.94K
$5.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-185- 1.07% |
$97.2K - $115K
|
17.1K
$13.3M
|
|
|
Feb 01, 2024
Q4 2023
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
SELL
|
- |
-187- 31.06% |
$98.2K - $116K
|
415
$323K
|
|
|
Feb 07, 2024
Q4 2023
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-187- 2.16% |
$98.2K - $116K
|
8.46K
$6.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-188- 9.05% |
$98.7K - $116K
|
1.89K
$1.47M
|
|
|
Jan 19, 2024
Q4 2023
|
Ami Asset Management Corp
|
SELL
|
- |
-189- 0.18% |
$99.3K - $117K
|
102K
$79.5M
|
|
|
Feb 08, 2024
Q4 2023
|
Applied Finance Capital Management, LLC
San Juan, PR |
SELL
|
- |
-189- 26.77% |
$99.3K - $117K
|
517
$403K
|
|
|
Jan 02, 2024
Q4 2023
|
Goal Vest Advisory LLC
|
SELL
|
- |
-190- 57.93% |
$99.8K - $118K
|
138
$107K
|
|
|
Jan 10, 2024
Q4 2023
|
Kmg Fiduciary Partners, LLC
|
SELL
|
- |
-190- 0.8% |
$99.8K - $118K
|
23.5K
$18.3M
|
|
|
Jan 19, 2024
Q4 2023
|
Cmh Wealth Management LLC
|
SELL
|
- |
-190- 1.22% |
$99.8K - $118K
|
15.4K
$12M
|
|
|
Feb 05, 2024
Q4 2023
|
Cozad Asset Management Inc
Champaign, IL |
SELL
|
- |
-191- 5.79% |
$100K - $118K
|
3.11K
$2.42M
|
|
|
Jan 09, 2024
Q4 2023
|
Capitol Family Office, Inc.
|
SELL
|
- |
-192- 5.0% |
$101K - $119K
|
3.65K
$2.84M
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-193- 0.39% |
$101K - $119K
|
49.2K
$38.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-194- 10.95% |
$102K - $120K
|
1.58K
$1.23M
|
|
|
Feb 05, 2024
Q4 2023
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-195- 11.56% |
$102K - $121K
|
1.49K
$1.16M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-196- 6.68% |
$103K - $121K
|
2.74K
$2.13M
|
|
|
Feb 06, 2024
Q4 2023
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-196- 4.32% |
$103K - $121K
|
4.35K
$3.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-196- 7.61% |
$103K - $121K
|
2.38K
$1.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Somerville Kurt F
|
SELL
|
- |
-196- 4.05% |
$103K - $121K
|
4.65K
$3.62M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-197- 3.57% |
$103K - $122K
|
5.32K
$4.14M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-198- 8.0% |
$104K - $123K
|
2.28K
$1.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-198- 98.51% |
$104K - $123K
|
3
$2.34K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-200- 1.8% |
$105K - $124K
|
10.9K
$8.5M
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-200- 5.36% |
$105K - $124K
|
3.53K
$2.75M
|
|
|
Feb 13, 2024
Q4 2023
|
Puzo Michael J
|
SELL
|
- |
-200- 13.56% |
$105K - $124K
|
1.28K
$993K
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-200- 16.67% |
$105K - $124K
|
1K
$779K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-201- 6.12% |
$106K - $124K
|
3.09K
$2.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-203- 1.39% |
$107K - $126K
|
14.4K
$11.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-204- 9.98% |
$107K - $126K
|
1.84K
$1.43M
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-204- 4.93% |
$107K - $126K
|
3.94K
$3.06M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-205- 7.32% |
$108K - $127K
|
2.6K
$2.02M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-206- 4.03% |
$108K - $128K
|
4.91K
$3.82M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-208- 6.4% |
$109K - $129K
|
3.04K
$2.37M
|
|
|
Jan 09, 2024
Q4 2023
|
Orser Capital Management, LLC
|
SELL
|
- |
-209- 9.01% |
$110K - $129K
|
2.11K
$1.64M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-210- 2.89% |
$110K - $130K
|
7.05K
$5.49M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-213- 9.86% |
$112K - $132K
|
1.95K
$1.52M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-215- 1.94% |
$113K - $133K
|
10.9K
$8.47M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-215- 7.16% |
$113K - $133K
|
2.79K
$2.17M
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-216- 18.34% |
$113K - $134K
|
962
$749K
|