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 14, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-262- 2.3% |
$138K - $162K
|
11.2K
$9.16M
|
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-265- 3.95% |
$139K - $164K
|
6.45K
$5.29M
|
|
|
Jan 22, 2024
Q4 2023
|
Perkins Capital Management Inc
|
SELL
|
- |
-265- 2.03% |
$139K - $164K
|
12.8K
$10.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-265- 3.88% |
$139K - $164K
|
6.57K
$5.4M
|
|
|
Jan 29, 2024
Q4 2023
|
New World Advisors LLC
Hingham, MA |
SELL
|
- |
-273- 40.03% |
$143K - $169K
|
409
$336K
|
|
|
Feb 13, 2024
Q4 2023
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-275- 27.23% |
$144K - $170K
|
735
$604K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-278- 20.72% |
$146K - $172K
|
1.06K
$874K
|
|
|
Feb 05, 2024
Q4 2023
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-280- 3.64% |
$147K - $173K
|
7.4K
$6.08M
|
|
|
Jan 11, 2024
Q4 2023
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-281- 4.28% |
$148K - $174K
|
6.28K
$5.16M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-281- 1.11% |
$148K - $174K
|
25.1K
$20.6M
|
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-281- 4.91% |
$148K - $174K
|
5.45K
$4.47M
|
|
|
Feb 13, 2024
Q4 2023
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-284- 0.5% |
$149K - $176K
|
56.1K
$46.1M
|
|
|
Jan 17, 2024
Q4 2023
|
West Oak Capital, LLC
|
SELL
|
- |
-285- 3.69% |
$150K - $176K
|
7.44K
$6.11M
|
|
|
Feb 22, 2024
Q4 2023
|
Peterson Wealth Management
|
SELL
|
- |
-285- 9.27% |
$150K - $176K
|
2.79K
$2.29M
|
|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
SELL
|
- |
-286- 27.42% |
$150K - $177K
|
757
$622K
|
|
|
Jan 09, 2024
Q4 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-287- 2.76% |
$151K - $178K
|
10.1K
$8.3M
|
|
|
Jan 12, 2024
Q4 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-287- 2.35% |
$151K - $178K
|
11.9K
$9.81M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-289- 2.81% |
$152K - $179K
|
9.99K
$8.21M
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-290- 11.83% |
$152K - $180K
|
2.16K
$1.78M
|
|
|
Feb 08, 2024
Q4 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-290- 2.15% |
$152K - $180K
|
13.2K
$10.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-290- 3.93% |
$152K - $180K
|
7.09K
$5.83M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-290- 1.0% |
$152K - $180K
|
28.8K
$23.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-294- 42.3% |
$154K - $182K
|
401
$329K
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-298- 3.51% |
$157K - $185K
|
8.18K
$6.72M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-298- 8.76% |
$157K - $185K
|
3.1K
$2.55M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-298- 7.68% |
$157K - $185K
|
3.58K
$2.94M
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-299- 1.67% |
$157K - $185K
|
17.6K
$14.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
SELL
|
- |
-300- 0.38% |
$158K - $186K
|
79.1K
$65M
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-300- 4.65% |
$158K - $186K
|
6.15K
$5.05M
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-305- 0.69% |
$160K - $189K
|
43.9K
$36.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-307- 4.91% |
$161K - $190K
|
5.95K
$4.89M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-310- 23.9% |
$163K - $192K
|
987
$811K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-310- 0.23% |
$163K - $192K
|
132K
$109M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-310- 10.84% |
$163K - $192K
|
2.55K
$2.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-310- 9.23% |
$163K - $192K
|
3.05K
$2.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-315- 14.56% |
$165K - $195K
|
1.85K
$1.52M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-316- 23.58% |
$166K - $196K
|
1.02K
$841K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-317- 3.85% |
$166K - $196K
|
7.91K
$6.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-323- 35.65% |
$170K - $200K
|
583
$479K
|
|
|
Jan 25, 2024
Q4 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-325- 3.69% |
$171K - $201K
|
8.48K
$6.96M
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-329- 1.47% |
$173K - $204K
|
22.1K
$18.1M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-330- 1.3% |
$173K - $204K
|
25.1K
$20.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-330- 6.47% |
$173K - $204K
|
4.77K
$3.92M
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-332- 2.73% |
$174K - $206K
|
11.8K
$9.71M
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-335- 8.89% |
$176K - $207K
|
3.43K
$2.82M
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-335- 23.46% |
$176K - $207K
|
1.09K
$898K
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-335- 2.61% |
$176K - $207K
|
12.5K
$10.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-336- 4.37% |
$176K - $208K
|
7.35K
$6.04M
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-338- 30.12% |
$178K - $209K
|
784
$644K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-338- 3.69% |
$178K - $209K
|
8.83K
$7.26M
|