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 |
|---|---|---|---|---|---|---|---|
|
Jan 04, 2024
Q4 2023
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-345- 4.28% |
$181K - $214K
|
7.73K
$6.68M
|
|
|
Feb 14, 2024
Q4 2023
|
Granite Investment Partners, LLC
|
SELL
|
- |
-345- 0.83% |
$181K - $214K
|
41.4K
$35.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-347- 3.11% |
$182K - $215K
|
10.8K
$9.36M
|
|
|
Jan 31, 2024
Q4 2023
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-348- 2.58% |
$183K - $215K
|
13.2K
$11.4M
|
|
|
Jan 18, 2024
Q4 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-349- 3.39% |
$183K - $216K
|
9.94K
$8.59M
|
|
|
Feb 06, 2024
Q4 2023
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-350- 16.47% |
$184K - $217K
|
1.78K
$1.54M
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-352- 1.13% |
$185K - $218K
|
30.8K
$26.7M
|
|
|
Feb 06, 2024
Q4 2023
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-353- 35.3% |
$185K - $219K
|
647
$560K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
SELL
|
- |
-355- 4.84% |
$186K - $220K
|
6.97K
$6.03M
|
|
|
May 20, 2024
Q4 2023
|
Petredis Investment Advisors LLC
Warrendale, PA |
SELL
|
- |
-356- 3.12% |
$187K - $220K
|
11.1K
$9.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-361- 3.43% |
$190K - $224K
|
10.2K
$8.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-361- 1.64% |
$190K - $224K
|
21.6K
$18.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-362- 30.91% |
$190K - $224K
|
809
$700K
|
|
|
Feb 12, 2024
Q4 2023
|
Human Investing LLC
|
SELL
|
- |
-365- 11.59% |
$192K - $226K
|
2.78K
$2.41M
|
|
|
Feb 14, 2024
Q4 2023
|
Profund Advisors LLC
|
SELL
|
- |
-366- 2.74% |
$192K - $227K
|
13K
$11.2M
|
|
|
Jan 25, 2024
Q4 2023
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-368- 2.89% |
$193K - $228K
|
12.4K
$10.7M
|
|
|
Jan 04, 2024
Q4 2023
|
Arden Trust CO
|
SELL
|
- |
-369- 7.93% |
$194K - $228K
|
4.28K
$3.71M
|
|
|
Aug 06, 2024
Q4 2023
|
Hantz Financial Services, Inc.
|
SELL
|
- |
-370- 2.01% |
$194K - $229K
|
18K
$15.6M
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-382- 7.14% |
$201K - $237K
|
4.97K
$4.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-386- 3.17% |
$203K - $239K
|
11.8K
$10.2M
|
|
|
Feb 05, 2024
Q4 2023
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-388- 21.17% |
$204K - $240K
|
1.45K
$1.25M
|
|
|
Jan 09, 2024
Q4 2023
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-392- 51.65% |
$206K - $243K
|
367
$317K
|
|
|
Feb 12, 2024
Q4 2023
|
Connable Office Inc
|
SELL
|
- |
-397- 4.3% |
$209K - $246K
|
8.83K
$7.64M
|
|
|
Mar 05, 2024
Q4 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-399- 2.73% |
$210K - $247K
|
14.2K
$12.3M
|
|
|
Feb 16, 2024
Q4 2023
|
Winslow Asset Management Inc
|
SELL
|
- |
-402- 1.06% |
$211K - $249K
|
37.5K
$32.4M
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-410- 4.33% |
$215K - $254K
|
9.06K
$7.83M
|
|
|
Jan 14, 2025
Q4 2023
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-412- 30.09% |
$216K - $255K
|
957
$828K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-416- 3.18% |
$218K - $258K
|
12.7K
$11M
|
|
|
Jan 17, 2024
Q4 2023
|
Planned Solutions, Inc.
|
SELL
|
- |
-417- 10.85% |
$219K - $258K
|
3.43K
$2.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Shay Capital LLC
New York, NY |
SELL
|
- |
-420- 41.18% |
$221K - $260K
|
600
$519K
|
|
|
Feb 15, 2024
Q4 2023
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-422- 8.15% |
$222K - $261K
|
4.76K
$4.11M
|
|
|
Jan 16, 2024
Q4 2023
|
Chicago Trust CO Na
|
SELL
|
- |
-424- 6.9% |
$223K - $263K
|
5.72K
$4.95M
|
|
|
Jan 31, 2024
Q4 2023
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-425- 5.85% |
$223K - $263K
|
6.84K
$5.92M
|
|
|
Jan 31, 2024
Q4 2023
|
Geneva Partners, LLC
|
SELL
|
- |
-428- 4.71% |
$225K - $265K
|
8.66K
$7.49M
|
|
|
Feb 06, 2024
Q4 2023
|
South State Corp
|
SELL
|
- |
-428- 3.02% |
$225K - $265K
|
13.7K
$11.9M
|
|
|
Jan 08, 2024
Q4 2023
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-429- 2.72% |
$225K - $266K
|
15.3K
$13.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-429- 8.84% |
$225K - $266K
|
4.42K
$3.82M
|
|
|
Mar 11, 2025
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-429- 25.34% |
$225K - $266K
|
1.26K
$1.09M
|
|
|
Feb 01, 2024
Q4 2023
|
Vicus Capital
State College, PA |
SELL
|
- |
-430- 44.01% |
$226K - $266K
|
547
$473K
|
|
|
Jan 09, 2024
Q4 2023
|
Charles Schwab Trust CO
|
SELL
|
- |
-431- 34.1% |
$226K - $267K
|
833
$720K
|
|
|
Jan 31, 2024
Q4 2023
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
SELL
|
- |
-433- 25.56% |
$227K - $268K
|
1.26K
$1.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-433- 35.06% |
$227K - $268K
|
802
$694K
|
|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-434- 21.0% |
$228K - $269K
|
1.63K
$1.41M
|
|
|
Jan 30, 2024
Q4 2023
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-436- 24.49% |
$229K - $270K
|
1.34K
$1.16M
|
|
|
Feb 08, 2024
Q4 2023
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-436- 4.19% |
$229K - $270K
|
9.96K
$8.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-441- 36.06% |
$232K - $273K
|
782
$676K
|
|
|
Jan 12, 2024
Q4 2023
|
Norway Savings Bank
|
SELL
|
- |
-442- 6.9% |
$232K - $274K
|
5.96K
$5.16M
|
|
|
Jan 19, 2024
Q4 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-448- 9.98% |
$235K - $277K
|
4.04K
$3.5M
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-451- 3.68% |
$237K - $279K
|
11.8K
$10.2M
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-458- 4.51% |
$241K - $284K
|
9.7K
$8.39M
|