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 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-563- 17.8% |
$296K - $349K
|
2.6K
$2.05M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-567- 56.19% |
$298K - $351K
|
442
$348K
|
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-574- 8.22% |
$301K - $355K
|
6.41K
$5.05M
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-580- 13.37% |
$305K - $359K
|
3.76K
$2.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-586- 4.28% |
$308K - $363K
|
13.1K
$10.3M
|
|
|
Dec 12, 2024
Q4 2023
|
Heritage Wealth Advisors
|
SELL
|
- |
-587- 39.61% |
$308K - $363K
|
895
$704K
|
|
|
Jan 19, 2024
Q4 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-589- 26.17% |
$309K - $365K
|
1.66K
$1.31M
|
|
|
Feb 20, 2024
Q4 2023
|
Birmingham Capital Management CO Inc/Al
Birmingham, AL |
SELL
|
- |
-590- 3.57% |
$310K - $365K
|
15.9K
$12.5M
|
|
|
Feb 15, 2024
Q4 2023
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-596- 5.4% |
$313K - $369K
|
10.4K
$8.21M
|
|
|
Jan 26, 2024
Q4 2023
|
Graphene Investments Sas
Paris, I0 |
SELL
|
- |
-600- 11.54% |
$315K - $371K
|
4.6K
$3.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-601- 4.76% |
$316K - $372K
|
12K
$9.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-606- 11.72% |
$318K - $375K
|
4.56K
$3.59M
|
|
|
Feb 05, 2024
Q4 2023
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-619- 7.83% |
$325K - $383K
|
7.29K
$5.73M
|
|
|
Jan 24, 2024
Q4 2023
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-623- 0.96% |
$327K - $386K
|
64.4K
$50.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Narwhal Capital Management
|
SELL
|
- |
-632- 3.23% |
$332K - $391K
|
18.9K
$14.9M
|
|
|
Jan 11, 2024
Q4 2023
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-639- 4.48% |
$336K - $396K
|
13.6K
$10.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Deroy & Devereaux Private Investment Counsel Inc
|
SELL
|
- |
-642- 18.88% |
$337K - $397K
|
2.76K
$2.17M
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-643- 2.88% |
$338K - $398K
|
21.7K
$17.1M
|
|
|
Jan 18, 2024
Q4 2023
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-645- 4.57% |
$339K - $399K
|
13.5K
$10.6M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-647- 6.86% |
$340K - $401K
|
8.79K
$6.92M
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-648- 6.56% |
$340K - $401K
|
9.23K
$7.26M
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-653- 1.15% |
$343K - $404K
|
56K
$44.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-656- 1.11% |
$345K - $406K
|
58.7K
$46.2M
|
|
|
Feb 06, 2024
Q4 2023
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-657- 6.76% |
$345K - $407K
|
9.06K
$7.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Burney CO
Reston, VA |
SELL
|
- |
-657- 1.74% |
$345K - $407K
|
37.1K
$29.2M
|
|
|
Jan 22, 2024
Q4 2023
|
Country Club Bank
|
SELL
|
- |
-669- 18.82% |
$351K - $414K
|
2.89K
$2.27M
|
|
|
Feb 12, 2024
Q4 2023
|
S&Co Inc
Boston, MA |
SELL
|
- |
-670- 7.89% |
$352K - $415K
|
7.83K
$6.16M
|
|
|
Feb 09, 2024
Q4 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-687- 25.04% |
$361K - $425K
|
2.06K
$1.62M
|
|
|
Jan 22, 2024
Q4 2023
|
Jlb & Associates Inc
|
SELL
|
- |
-690- 3.82% |
$362K - $427K
|
17.4K
$13.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-691- 13.28% |
$363K - $428K
|
4.51K
$3.55M
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-695- 2.5% |
$365K - $430K
|
27.1K
$21.4M
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-697- 0.88% |
$366K - $432K
|
78.9K
$62.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-702- 6.2% |
$369K - $435K
|
10.6K
$8.35M
|
|
|
Jan 25, 2024
Q4 2023
|
Wallington Asset Management, LLC
|
SELL
|
- |
-707- 14.79% |
$371K - $438K
|
4.07K
$3.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
SELL
|
- |
-716- 40.77% |
$376K - $443K
|
1.04K
$818K
|
|
|
Feb 06, 2024
Q4 2023
|
Stokes Family Office, LLC
|
SELL
|
- |
-722- 14.81% |
$379K - $447K
|
4.15K
$3.27M
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-723- 1.89% |
$380K - $448K
|
37.5K
$29.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Jarislowsky, Fraser LTD
|
SELL
|
- |
-728- 1.85% |
$382K - $451K
|
38.7K
$30.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-728- 3.42% |
$382K - $451K
|
20.5K
$16.2M
|
|
|
Jan 03, 2024
Q4 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-737- 3.06% |
$387K - $456K
|
23.3K
$18.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-738- 4.81% |
$388K - $457K
|
14.6K
$11.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-747- 8.24% |
$392K - $462K
|
8.31K
$6.54M
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-747- 17.39% |
$392K - $462K
|
3.55K
$2.79M
|
|
|
Jan 12, 2024
Q4 2023
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-750- 15.04% |
$394K - $464K
|
4.24K
$3.33M
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-753- 56.36% |
$395K - $466K
|
583
$459K
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-759- 3.04% |
$399K - $470K
|
24.2K
$19.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Simplify Asset Management Inc.
New York, NY |
SELL
|
- |
-766- 15.58% |
$402K - $474K
|
4.15K
$3.26M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-769- 6.34% |
$404K - $476K
|
11.4K
$8.94M
|
|
|
Feb 12, 2024
Q4 2023
|
Holistic Financial Partners
|
SELL
|
- |
-783- 1.14% |
$411K - $485K
|
67.7K
$53.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
- |
-784- 12.27% |
$412K - $485K
|
5.6K
$4.41M
|