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 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-657- 6.76% |
$345K - $407K
|
9.06K
$7.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-657- 1.74% |
$345K - $407K
|
37.1K
$28.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-669- 18.82% |
$351K - $414K
|
2.89K
$2.25M
|
|
|
Feb 12, 2024
Q4 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-670- 7.89% |
$352K - $415K
|
7.83K
$6.09M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-687- 25.04% |
$361K - $425K
|
2.06K
$1.6M
|
|
|
Jan 22, 2024
Q4 2023
|
Jlb & Associates Inc
|
SELL
|
- |
-690- 3.82% |
$362K - $427K
|
17.4K
$13.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-691- 13.28% |
$363K - $428K
|
4.51K
$3.51M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-695- 2.5% |
$365K - $430K
|
27.1K
$21.1M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-697- 0.88% |
$366K - $432K
|
78.9K
$61.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-702- 6.2% |
$369K - $435K
|
10.6K
$8.27M
|
|
|
Jan 25, 2024
Q4 2023
|
Wallington Asset Management, LLC
|
SELL
|
- |
-707- 14.79% |
$371K - $438K
|
4.07K
$3.17M
|
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-716- 40.77% |
$376K - $443K
|
1.04K
$810K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-722- 14.81% |
$379K - $447K
|
4.15K
$3.23M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-723- 1.89% |
$380K - $448K
|
37.5K
$29.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-728- 1.85% |
$382K - $451K
|
38.7K
$30.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-728- 3.42% |
$382K - $451K
|
20.5K
$16M
|
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-737- 3.06% |
$387K - $456K
|
23.3K
$18.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-738- 4.81% |
$388K - $457K
|
14.6K
$11.4M
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-747- 8.24% |
$392K - $462K
|
8.31K
$6.47M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-747- 17.39% |
$392K - $462K
|
3.55K
$2.76M
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-750- 15.04% |
$394K - $464K
|
4.24K
$3.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-753- 56.36% |
$395K - $466K
|
583
$454K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-759- 3.04% |
$399K - $470K
|
24.2K
$18.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-766- 15.58% |
$402K - $474K
|
4.15K
$3.23M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-769- 6.34% |
$404K - $476K
|
11.4K
$8.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
SELL
|
- |
-783- 1.14% |
$411K - $485K
|
67.7K
$52.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-784- 12.27% |
$412K - $485K
|
5.6K
$4.36M
|
|
|
Jan 23, 2024
Q4 2023
|
Hartford Investment Management CO
|
SELL
|
- |
-785- 1.44% |
$412K - $486K
|
53.7K
$41.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
SELL
|
- |
-787- 23.0% |
$413K - $487K
|
2.63K
$2.05M
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-790- 5.88% |
$415K - $489K
|
12.6K
$9.84M
|
|
|
Feb 06, 2024
Q4 2023
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-792- 2.82% |
$416K - $490K
|
27.3K
$21.3M
|
|
|
Jan 05, 2024
Q4 2023
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-799- 6.2% |
$420K - $495K
|
12.1K
$9.42M
|
|
|
Feb 12, 2024
Q4 2023
|
Payden & Rygel
Los Angeles, CA |
SELL
|
- |
-800- 2.6% |
$420K - $495K
|
29.9K
$23.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-814- 4.83% |
$428K - $504K
|
16K
$12.5M
|
|
|
Jan 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-820- 10.26% |
$431K - $508K
|
7.17K
$5.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-825- 27.14% |
$433K - $511K
|
2.22K
$1.72M
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-828- 8.05% |
$435K - $513K
|
9.46K
$7.37M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-834- 1.78% |
$438K - $516K
|
46K
$35.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-847- 2.84% |
$445K - $524K
|
29K
$22.6M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-847- 7.75% |
$445K - $524K
|
10.1K
$7.86M
|
|
|
Feb 05, 2024
Q4 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-860- 33.4% |
$452K - $532K
|
1.72K
$1.34M
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-861- 20.84% |
$452K - $533K
|
3.27K
$2.55M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-862- 71.06% |
$453K - $534K
|
351
$273K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-873- 3.45% |
$458K - $541K
|
24.4K
$19M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-877- 2.93% |
$461K - $543K
|
29.1K
$22.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-880- 0.86% |
$462K - $545K
|
102K
$79.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-898- 2.86% |
$472K - $556K
|
30.5K
$23.7M
|
|
|
Feb 02, 2024
Q4 2023
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-900- 3.99% |
$473K - $557K
|
21.7K
$16.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-907- 13.89% |
$476K - $562K
|
5.62K
$4.38M
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-908- 22.89% |
$477K - $562K
|
3.06K
$2.38M
|