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 02, 2024
Q4 2023
|
Bank Ozk
|
SELL
|
- |
-451- 3.68% |
$237K - $279K
|
11.8K
$9.69M
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
SELL
|
- |
-458- 4.51% |
$241K - $284K
|
9.7K
$7.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
SELL
|
- |
-459- 8.76% |
$241K - $284K
|
4.78K
$3.93M
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
SELL
|
- |
-466- 1.48% |
$245K - $289K
|
31K
$25.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-467- 10.23% |
$245K - $289K
|
4.1K
$3.37M
|
|
|
Jan 23, 2024
Q4 2023
|
Howland Capital Management LLC
|
SELL
|
- |
-468- 8.78% |
$246K - $290K
|
4.86K
$3.99M
|
|
|
Mar 08, 2024
Q4 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-469- 6.33% |
$246K - $290K
|
6.94K
$5.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-470- 5.78% |
$247K - $291K
|
7.67K
$6.3M
|
|
|
Jan 24, 2024
Q4 2023
|
Sabal Trust CO
|
SELL
|
- |
-471- 8.49% |
$247K - $292K
|
5.08K
$4.17M
|
|
|
Jan 04, 2024
Q4 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-475- 4.03% |
$249K - $294K
|
11.3K
$9.3M
|
|
|
Feb 06, 2024
Q4 2023
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-475- 4.07% |
$249K - $294K
|
11.2K
$9.21M
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-475Closed |
$249K - $294K
|
0
$0
|
|
|
Feb 13, 2024
Q4 2023
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-478- 2.63% |
$251K - $296K
|
17.7K
$14.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-481- 3.12% |
$253K - $298K
|
14.9K
$12.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-482- 18.7% |
$253K - $298K
|
2.1K
$1.72M
|
|
|
Feb 13, 2024
Q4 2023
|
Diametric Capital, LP
Boston, MA |
SELL
|
- |
-494- 37.23% |
$259K - $306K
|
833
$684K
|
|
|
Feb 13, 2024
Q4 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-499- 3.6% |
$262K - $309K
|
13.4K
$11M
|
|
|
Feb 13, 2024
Q4 2023
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-500- 6.67% |
$263K - $310K
|
7K
$5.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-502- 5.53% |
$264K - $311K
|
8.57K
$7.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-505- 8.3% |
$265K - $313K
|
5.58K
$4.58M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-510- 4.0% |
$268K - $316K
|
12.2K
$10M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-512- 14.65% |
$269K - $317K
|
2.98K
$2.45M
|
|
|
Feb 14, 2024
Q4 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-517- 10.98% |
$272K - $320K
|
4.19K
$3.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-519- 3.84% |
$273K - $321K
|
13K
$10.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-521- 8.57% |
$274K - $323K
|
5.56K
$4.57M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-525- 6.94% |
$276K - $325K
|
7.05K
$5.79M
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-526- 11.9% |
$276K - $326K
|
3.9K
$3.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-526- 13.32% |
$276K - $326K
|
3.42K
$2.81M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-527- 6.64% |
$277K - $326K
|
7.41K
$6.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-527- 35.56% |
$277K - $326K
|
955
$784K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-528- 42.68% |
$277K - $327K
|
709
$582K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-529- 23.76% |
$278K - $328K
|
1.7K
$1.39M
|
|
|
Jan 31, 2024
Q4 2023
|
Trust Investment Advisors
|
SELL
|
- |
-529- 2.92% |
$278K - $328K
|
17.6K
$14.4M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-529- 3.02% |
$278K - $328K
|
17K
$14M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-530- 16.83% |
$278K - $328K
|
2.62K
$2.15M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-532- 10.94% |
$279K - $329K
|
4.33K
$3.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-534- 1.62% |
$280K - $331K
|
32.5K
$26.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-540- 27.95% |
$284K - $334K
|
1.39K
$1.14M
|
|
|
Jan 29, 2024
Q4 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-549- 35.33% |
$288K - $340K
|
1.01K
$826K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-553- 8.3% |
$290K - $342K
|
6.11K
$5.02M
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-556- 9.47% |
$292K - $344K
|
5.32K
$4.37M
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-560- 33.08% |
$294K - $347K
|
1.13K
$931K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-562- 1.52% |
$295K - $348K
|
36.4K
$29.9M
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-563- 17.8% |
$296K - $349K
|
2.6K
$2.14M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-567- 56.19% |
$298K - $351K
|
442
$363K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-574- 8.22% |
$301K - $355K
|
6.41K
$5.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-580- 13.37% |
$305K - $359K
|
3.76K
$3.09M
|
|
|
Feb 14, 2024
Q4 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-586- 4.28% |
$308K - $363K
|
13.1K
$10.8M
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-587- 39.61% |
$308K - $363K
|
895
$735K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-589- 26.17% |
$309K - $365K
|
1.66K
$1.37M
|