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
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-217- 2.79% |
$114K - $134K
|
7.56K
$5.89M
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
SELL
|
- |
-218- 3.95% |
$114K - $135K
|
5.3K
$4.13M
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-219- 33.8% |
$115K - $136K
|
429
$334K
|
|
|
Jan 19, 2024
Q4 2023
|
Tevis Investment Management
|
SELL
|
- |
-221- 19.3% |
$116K - $137K
|
924
$719K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-224- 3.23% |
$118K - $139K
|
6.71K
$5.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-228- 30.2% |
$120K - $141K
|
527
$410K
|
|
|
Jan 19, 2024
Q4 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-229- 6.25% |
$120K - $142K
|
3.43K
$2.67M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-229- 6.79% |
$120K - $142K
|
3.15K
$2.45M
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-232- 5.12% |
$122K - $144K
|
4.3K
$3.35M
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-232- 5.12% |
$122K - $144K
|
4.3K
$3.35M
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-233- 4.98% |
$122K - $144K
|
4.45K
$3.46M
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-236- 5.34% |
$124K - $146K
|
4.18K
$3.26M
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-237- 3.59% |
$124K - $147K
|
6.37K
$4.96M
|
|
|
Nov 14, 2024
Q4 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-237- 26.69% |
$124K - $147K
|
651
$507K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-238- 0.76% |
$125K - $147K
|
31.2K
$24.3M
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
SELL
|
- |
-239- 8.23% |
$126K - $148K
|
2.66K
$2.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-239- 6.62% |
$126K - $148K
|
3.37K
$2.63M
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
SELL
|
- |
-240- 29.23% |
$126K - $149K
|
581
$452K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-241- 39.19% |
$127K - $149K
|
374
$291K
|
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-242- 27.13% |
$127K - $150K
|
650
$506K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-242- 4.82% |
$127K - $150K
|
4.78K
$3.72M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-243- 14.43% |
$128K - $150K
|
1.44K
$1.12M
|
|
|
Jan 16, 2024
Q4 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-245- 12.5% |
$129K - $152K
|
1.72K
$1.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-245- 25.65% |
$129K - $152K
|
710
$553K
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-246- 96.09% |
$129K - $152K
|
10
$7.79K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-246- 3.38% |
$129K - $152K
|
7.03K
$5.48M
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-248- 13.79% |
$130K - $154K
|
1.55K
$1.21M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-248- 4.65% |
$130K - $154K
|
5.08K
$3.96M
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-250- 14.12% |
$131K - $155K
|
1.52K
$1.18M
|
|
|
Feb 12, 2024
Q4 2023
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-251- 2.95% |
$132K - $155K
|
8.25K
$6.42M
|
|
|
Feb 14, 2024
Q4 2023
|
Becker Capital Management Inc
|
SELL
|
- |
-251- 5.76% |
$132K - $155K
|
4.11K
$3.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-252- 4.74% |
$132K - $156K
|
5.07K
$3.94M
|
|
|
Jan 24, 2024
Q4 2023
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-254- 20.75% |
$133K - $157K
|
970
$755K
|
|
|
Feb 14, 2024
Q4 2023
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-254- 1.36% |
$133K - $157K
|
18.5K
$14.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Resonant Capital Advisors, LLC
|
SELL
|
- |
-256- 5.26% |
$134K - $158K
|
4.61K
$3.59M
|
|
|
Jan 11, 2024
Q4 2023
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-258- 5.48% |
$135K - $160K
|
4.45K
$3.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-262- 2.3% |
$138K - $162K
|
11.2K
$8.68M
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-265- 3.95% |
$139K - $164K
|
6.45K
$5.02M
|
|
|
Jan 22, 2024
Q4 2023
|
Perkins Capital Management Inc
|
SELL
|
- |
-265- 2.03% |
$139K - $164K
|
12.8K
$9.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-265- 3.88% |
$139K - $164K
|
6.57K
$5.12M
|
|
|
Jan 29, 2024
Q4 2023
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-273- 40.03% |
$143K - $169K
|
409
$318K
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-275- 27.23% |
$144K - $170K
|
735
$572K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-278- 20.72% |
$146K - $172K
|
1.06K
$828K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-280- 3.64% |
$147K - $173K
|
7.4K
$5.76M
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-281- 4.28% |
$148K - $174K
|
6.28K
$4.89M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-281- 1.11% |
$148K - $174K
|
25.1K
$19.5M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-281- 4.91% |
$148K - $174K
|
5.45K
$4.24M
|
|
|
Feb 13, 2024
Q4 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-284- 0.5% |
$149K - $176K
|
56.1K
$43.7M
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-285- 3.69% |
$150K - $176K
|
7.44K
$5.8M
|
|
|
Feb 22, 2024
Q4 2023
|
Peterson Wealth Management
|
SELL
|
- |
-285- 9.27% |
$150K - $176K
|
2.79K
$2.17M
|