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
|
Somerville Kurt F
|
SELL
|
- |
-196- 4.05% |
$103K - $121K
|
4.65K
$3.66M
|
|
|
Jan 09, 2024
Q4 2023
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-197- 3.57% |
$103K - $122K
|
5.32K
$4.19M
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-198- 8.0% |
$104K - $123K
|
2.28K
$1.79M
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-198- 98.51% |
$104K - $123K
|
3
$2.36K
|
|
|
Jan 09, 2024
Q4 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-200- 1.8% |
$105K - $124K
|
10.9K
$8.59M
|
|
|
Jan 31, 2024
Q4 2023
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-200- 5.36% |
$105K - $124K
|
3.53K
$2.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Puzo Michael J
|
SELL
|
- |
-200- 13.56% |
$105K - $124K
|
1.28K
$1M
|
|
|
Mar 18, 2024
Q4 2023
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-200- 16.67% |
$105K - $124K
|
1K
$787K
|
|
|
Feb 07, 2024
Q4 2023
|
Gratus Capital LLC
|
SELL
|
- |
-201- 6.12% |
$106K - $124K
|
3.09K
$2.43M
|
|
|
Feb 05, 2024
Q4 2023
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-203- 1.39% |
$107K - $126K
|
14.4K
$11.3M
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-204- 9.98% |
$107K - $126K
|
1.84K
$1.45M
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-204- 4.93% |
$107K - $126K
|
3.94K
$3.1M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-205- 7.32% |
$108K - $127K
|
2.6K
$2.04M
|
|
|
Jan 30, 2024
Q4 2023
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-206- 4.03% |
$108K - $128K
|
4.91K
$3.86M
|
|
|
Feb 08, 2024
Q4 2023
|
Wealth Trust Asset Management, LLC
Destin, FL |
SELL
|
- |
-208- 6.4% |
$109K - $129K
|
3.04K
$2.39M
|
|
|
Jan 09, 2024
Q4 2023
|
Orser Capital Management, LLC
|
SELL
|
- |
-209- 9.01% |
$110K - $129K
|
2.11K
$1.66M
|
|
|
Jan 26, 2024
Q4 2023
|
Plimoth Trust CO LLC
|
SELL
|
- |
-210- 2.89% |
$110K - $130K
|
7.05K
$5.55M
|
|
|
Jan 09, 2024
Q4 2023
|
Collective Family Office LLC
|
SELL
|
- |
-213- 9.86% |
$112K - $132K
|
1.95K
$1.53M
|
|
|
Feb 02, 2024
Q4 2023
|
Herold Advisors, Inc.
|
SELL
|
- |
-215- 1.94% |
$113K - $133K
|
10.9K
$8.56M
|
|
|
Feb 13, 2024
Q4 2023
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-215- 7.16% |
$113K - $133K
|
2.79K
$2.19M
|
|
|
Jan 09, 2024
Q4 2023
|
Signature Wealth Management Group
|
SELL
|
- |
-216- 18.34% |
$113K - $134K
|
962
$757K
|
|
|
Feb 07, 2024
Q4 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-217- 2.79% |
$114K - $134K
|
7.56K
$5.95M
|
|
|
Jan 22, 2024
Q4 2023
|
Welch Group, LLC
|
SELL
|
- |
-218- 3.95% |
$114K - $135K
|
5.3K
$4.17M
|
|
|
Feb 28, 2024
Q4 2023
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-219- 33.8% |
$115K - $136K
|
429
$338K
|
|
|
Jan 19, 2024
Q4 2023
|
Tevis Investment Management
|
SELL
|
- |
-221- 19.3% |
$116K - $137K
|
924
$727K
|
|
|
Feb 14, 2024
Q4 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-224- 3.23% |
$118K - $139K
|
6.71K
$5.28M
|
|
|
Feb 13, 2024
Q4 2023
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-228- 30.2% |
$120K - $141K
|
527
$415K
|
|
|
Jan 19, 2024
Q4 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-229- 6.25% |
$120K - $142K
|
3.43K
$2.7M
|
|
|
Feb 07, 2024
Q4 2023
|
Hills Bank & Trust CO
|
SELL
|
- |
-229- 6.79% |
$120K - $142K
|
3.15K
$2.47M
|
|
|
Jan 12, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-232- 5.12% |
$122K - $144K
|
4.3K
$3.38M
|
|
|
Jan 16, 2024
Q4 2023
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-232- 5.12% |
$122K - $144K
|
4.3K
$3.38M
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-233- 4.98% |
$122K - $144K
|
4.45K
$3.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Chesapeake Wealth Management
|
SELL
|
- |
-236- 5.34% |
$124K - $146K
|
4.18K
$3.29M
|
|
|
Jan 12, 2024
Q4 2023
|
Iam Advisory, LLC
|
SELL
|
- |
-237- 3.59% |
$124K - $147K
|
6.37K
$5.01M
|
|
|
Nov 14, 2024
Q4 2023
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-237- 26.69% |
$124K - $147K
|
651
$512K
|
|
|
Jan 31, 2024
Q4 2023
|
Calamos Wealth Management LLC
|
SELL
|
- |
-238- 0.76% |
$125K - $147K
|
31.2K
$24.5M
|
|
|
Jan 05, 2024
Q4 2023
|
Boltwood Capital Management
|
SELL
|
- |
-239- 8.23% |
$126K - $148K
|
2.66K
$2.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Linscomb & Williams, Inc.
Houston, TX |
SELL
|
- |
-239- 6.62% |
$126K - $148K
|
3.37K
$2.65M
|
|
|
Jan 11, 2024
Q4 2023
|
Joule Financial, LLC
|
SELL
|
- |
-240- 29.23% |
$126K - $149K
|
581
$457K
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-241- 39.19% |
$127K - $149K
|
374
$294K
|
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-242- 27.13% |
$127K - $150K
|
650
$511K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
SELL
|
- |
-242- 4.82% |
$127K - $150K
|
4.78K
$3.76M
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-243- 14.43% |
$128K - $150K
|
1.44K
$1.13M
|
|
|
Jan 16, 2024
Q4 2023
|
Tributary Capital Management, LLC
|
SELL
|
- |
-245- 12.5% |
$129K - $152K
|
1.72K
$1.35M
|
|
|
Jan 31, 2024
Q4 2023
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-245- 25.65% |
$129K - $152K
|
710
$559K
|
|
|
Feb 07, 2024
Q4 2023
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-246- 96.09% |
$129K - $152K
|
10
$7.87K
|
|
|
Feb 12, 2024
Q4 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-246- 3.38% |
$129K - $152K
|
7.03K
$5.53M
|
|
|
Jan 22, 2024
Q4 2023
|
Fusion Capital, LLC
|
SELL
|
- |
-248- 13.79% |
$130K - $154K
|
1.55K
$1.22M
|
|
|
Feb 06, 2024
Q4 2023
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-248- 4.65% |
$130K - $154K
|
5.08K
$4M
|
|
|
Jan 10, 2024
Q4 2023
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-250- 14.12% |
$131K - $155K
|
1.52K
$1.2M
|