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
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-499- 3.6% |
$262K - $309K
|
13.4K
$10.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Dcf Advisers, LLC
Greenwich, CT |
SELL
|
- |
-500- 6.67% |
$263K - $310K
|
7K
$5.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Forum Financial Management, LP
Lombard, IL |
SELL
|
- |
-502- 5.53% |
$264K - $311K
|
8.57K
$6.67M
|
|
|
Feb 14, 2024
Q4 2023
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-505- 8.3% |
$265K - $313K
|
5.58K
$4.34M
|
|
|
Jan 02, 2024
Q4 2023
|
Park National Corp
|
SELL
|
- |
-510- 4.0% |
$268K - $316K
|
12.2K
$9.52M
|
|
|
Feb 09, 2024
Q4 2023
|
Wealth Dimensions Group, Ltd.
|
SELL
|
- |
-512- 14.65% |
$269K - $317K
|
2.98K
$2.32M
|
|
|
Feb 14, 2024
Q4 2023
|
New England Asset Management Inc
Farmington, CT |
SELL
|
- |
-517- 10.98% |
$272K - $320K
|
4.19K
$3.26M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
SELL
|
- |
-519- 3.84% |
$273K - $321K
|
13K
$10.1M
|
|
|
Jan 29, 2024
Q4 2023
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-521- 8.57% |
$274K - $323K
|
5.56K
$4.33M
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-525- 6.94% |
$276K - $325K
|
7.05K
$5.49M
|
|
|
Feb 07, 2024
Q4 2023
|
Formidable Asset Management, LLC
Cincinnati, OH |
SELL
|
- |
-526- 11.9% |
$276K - $326K
|
3.9K
$3.03M
|
|
|
Feb 09, 2024
Q4 2023
|
Hanlon Investment Management, Inc.
|
SELL
|
- |
-526- 13.32% |
$276K - $326K
|
3.42K
$2.66M
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-527- 6.64% |
$277K - $326K
|
7.41K
$5.77M
|
|
|
Feb 09, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-527- 35.56% |
$277K - $326K
|
955
$744K
|
|
|
Feb 02, 2024
Q4 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-528- 42.68% |
$277K - $327K
|
709
$552K
|
|
|
Jan 09, 2024
Q4 2023
|
Private Capital Management LLC
|
SELL
|
- |
-529- 23.76% |
$278K - $328K
|
1.7K
$1.32M
|
|
|
Jan 31, 2024
Q4 2023
|
Trust Investment Advisors
|
SELL
|
- |
-529- 2.92% |
$278K - $328K
|
17.6K
$13.7M
|
|
|
Feb 01, 2024
Q4 2023
|
North Star Asset Management Inc
|
SELL
|
- |
-529- 3.02% |
$278K - $328K
|
17K
$13.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Bbr Partners, LLC
New York, NY |
SELL
|
- |
-530- 16.83% |
$278K - $328K
|
2.62K
$2.04M
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-532- 10.94% |
$279K - $329K
|
4.33K
$3.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-534- 1.62% |
$280K - $331K
|
32.5K
$25.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-540- 27.95% |
$284K - $334K
|
1.39K
$1.08M
|
|
|
Jan 29, 2024
Q4 2023
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-549- 35.33% |
$288K - $340K
|
1.01K
$783K
|
|
|
Jan 24, 2024
Q4 2023
|
Venture Visionary Partners LLC
|
SELL
|
- |
-553- 8.3% |
$290K - $342K
|
6.11K
$4.76M
|
|
|
Jan 30, 2024
Q4 2023
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-556- 9.47% |
$292K - $344K
|
5.32K
$4.14M
|
|
|
Jan 24, 2024
Q4 2023
|
Gfs Advisors, LLC
|
SELL
|
- |
-560- 33.08% |
$294K - $347K
|
1.13K
$882K
|
|
|
Feb 08, 2024
Q4 2023
|
Sheaff Brock Investment Advisors, LLC
|
SELL
|
- |
-562- 1.52% |
$295K - $348K
|
36.4K
$28.4M
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-563- 17.8% |
$296K - $349K
|
2.6K
$2.02M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-567- 56.19% |
$298K - $351K
|
442
$344K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-574- 8.22% |
$301K - $355K
|
6.41K
$4.99M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-580- 13.37% |
$305K - $359K
|
3.76K
$2.93M
|
|
|
Feb 14, 2024
Q4 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-586- 4.28% |
$308K - $363K
|
13.1K
$10.2M
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-587- 39.61% |
$308K - $363K
|
895
$697K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-589- 26.17% |
$309K - $365K
|
1.66K
$1.29M
|
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-590- 3.57% |
$310K - $365K
|
15.9K
$12.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-596- 5.4% |
$313K - $369K
|
10.4K
$8.13M
|
|
|
Jan 26, 2024
Q4 2023
|
Graphene Investments Sas
Paris, I0 |
SELL
|
- |
-600- 11.54% |
$315K - $371K
|
4.6K
$3.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-601- 4.76% |
$316K - $372K
|
12K
$9.36M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-606- 11.72% |
$318K - $375K
|
4.56K
$3.55M
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-619- 7.83% |
$325K - $383K
|
7.29K
$5.67M
|
|
|
Jan 24, 2024
Q4 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-623- 0.96% |
$327K - $386K
|
64.4K
$50.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
SELL
|
- |
-632- 3.23% |
$332K - $391K
|
18.9K
$14.7M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-639- 4.48% |
$336K - $396K
|
13.6K
$10.6M
|
|
|
Jan 29, 2024
Q4 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-642- 18.88% |
$337K - $397K
|
2.76K
$2.15M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-643- 2.88% |
$338K - $398K
|
21.7K
$16.9M
|
|
|
Jan 18, 2024
Q4 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-645- 4.57% |
$339K - $399K
|
13.5K
$10.5M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-647- 6.86% |
$340K - $401K
|
8.79K
$6.84M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-648- 6.56% |
$340K - $401K
|
9.23K
$7.19M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-653- 1.15% |
$343K - $404K
|
56K
$43.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-656- 1.11% |
$345K - $406K
|
58.7K
$45.7M
|