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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2024
Q4 2023
|
Willner & Heller, LLC
|
SELL
|
- |
-286- 27.42% |
$150K - $177K
|
757
$589K
|
|
|
Jan 09, 2024
Q4 2023
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-287- 2.76% |
$151K - $178K
|
10.1K
$7.87M
|
|
|
Jan 12, 2024
Q4 2023
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-287- 2.35% |
$151K - $178K
|
11.9K
$9.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Great Diamond Partners, LLC
|
SELL
|
- |
-289- 2.81% |
$152K - $179K
|
9.99K
$7.78M
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-290- 11.83% |
$152K - $180K
|
2.16K
$1.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-290- 2.15% |
$152K - $180K
|
13.2K
$10.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-290- 3.93% |
$152K - $180K
|
7.09K
$5.52M
|
|
|
Feb 12, 2024
Q4 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-290- 1.0% |
$152K - $180K
|
28.8K
$22.4M
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-294- 42.3% |
$154K - $182K
|
401
$312K
|
|
|
Jan 08, 2024
Q4 2023
|
Woodstock Corp
|
SELL
|
- |
-298- 3.51% |
$157K - $185K
|
8.18K
$6.37M
|
|
|
Jan 09, 2024
Q4 2023
|
Central Bank & Trust CO
|
SELL
|
- |
-298- 8.76% |
$157K - $185K
|
3.1K
$2.42M
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
SELL
|
- |
-298- 7.68% |
$157K - $185K
|
3.58K
$2.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-299- 1.67% |
$157K - $185K
|
17.6K
$13.7M
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
SELL
|
- |
-300- 0.38% |
$158K - $186K
|
79.1K
$61.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-300- 4.65% |
$158K - $186K
|
6.15K
$4.79M
|
|
|
Jan 22, 2024
Q4 2023
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-305- 0.69% |
$160K - $189K
|
43.9K
$34.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-307- 4.91% |
$161K - $190K
|
5.95K
$4.63M
|
|
|
Jan 05, 2024
Q4 2023
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-310- 23.9% |
$163K - $192K
|
987
$768K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-310- 0.23% |
$163K - $192K
|
132K
$103M
|
|
|
Feb 09, 2024
Q4 2023
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-310- 10.84% |
$163K - $192K
|
2.55K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-310- 9.23% |
$163K - $192K
|
3.05K
$2.37M
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
SELL
|
- |
-315- 14.56% |
$165K - $195K
|
1.85K
$1.44M
|
|
|
Jan 17, 2024
Q4 2023
|
Gemmer Asset Management LLC
|
SELL
|
- |
-316- 23.58% |
$166K - $196K
|
1.02K
$797K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-317- 3.85% |
$166K - $196K
|
7.91K
$6.16M
|
|
|
Feb 12, 2024
Q4 2023
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-323- 35.65% |
$170K - $200K
|
583
$454K
|
|
|
Jan 25, 2024
Q4 2023
|
Greylin Investment Mangement Inc
|
SELL
|
- |
-325- 3.69% |
$171K - $201K
|
8.48K
$6.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-329- 1.47% |
$173K - $204K
|
22.1K
$17.2M
|
|
|
Feb 06, 2024
Q4 2023
|
First National Trust CO
|
SELL
|
- |
-330- 1.3% |
$173K - $204K
|
25.1K
$19.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-330- 6.47% |
$173K - $204K
|
4.77K
$3.71M
|
|
|
Feb 05, 2024
Q4 2023
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-332- 2.73% |
$174K - $206K
|
11.8K
$9.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-335- 8.89% |
$176K - $207K
|
3.43K
$2.67M
|
|
|
Feb 05, 2024
Q4 2023
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-335- 23.46% |
$176K - $207K
|
1.09K
$851K
|
|
|
Feb 07, 2024
Q4 2023
|
Lmcg Investments, LLC
Boston, MA |
SELL
|
- |
-335- 2.61% |
$176K - $207K
|
12.5K
$9.75M
|
|
|
Feb 08, 2024
Q4 2023
|
Pacific Global Investment Management CO
|
SELL
|
- |
-336- 4.37% |
$176K - $208K
|
7.35K
$5.72M
|
|
|
Jan 24, 2024
Q4 2023
|
Barrett & Company, Inc.
Providence, RI |
SELL
|
- |
-338- 30.12% |
$178K - $209K
|
784
$610K
|
|
|
Feb 14, 2024
Q4 2023
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-338- 3.69% |
$178K - $209K
|
8.83K
$6.88M
|
|
|
Feb 14, 2024
Q4 2023
|
London CO Of Virginia
Richmond, VA |
SELL
|
- |
-341- 1.33% |
$179K - $211K
|
25.3K
$19.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Westover Capital Advisors, LLC
Wilmington, DE |
SELL
|
- |
-344- 15.22% |
$181K - $213K
|
1.92K
$1.49M
|
|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-345- 4.28% |
$181K - $214K
|
7.73K
$6.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-345- 0.83% |
$181K - $214K
|
41.4K
$32.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-347- 3.11% |
$182K - $215K
|
10.8K
$8.42M
|
|
|
Jan 31, 2024
Q4 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-348- 2.58% |
$183K - $215K
|
13.2K
$10.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-349- 3.39% |
$183K - $216K
|
9.94K
$7.74M
|
|
|
Feb 06, 2024
Q4 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-350- 16.47% |
$184K - $217K
|
1.78K
$1.38M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-352- 1.13% |
$185K - $218K
|
30.8K
$24M
|
|
|
Feb 06, 2024
Q4 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-353- 35.3% |
$185K - $219K
|
647
$504K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
SELL
|
- |
-355- 4.84% |
$186K - $220K
|
6.97K
$5.43M
|
|
|
May 20, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-356- 3.12% |
$187K - $220K
|
11.1K
$8.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-361- 3.43% |
$190K - $224K
|
10.2K
$7.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-361- 1.64% |
$190K - $224K
|
21.6K
$16.8M
|