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 12, 2024
Q4 2023
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
8.78K+ 19.26% |
$4.61M - $5.44M
|
54.4K
$42.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
8.73KNew |
$4.58M - $5.41M
|
8.73K
$6.8M
|
|
|
Jul 16, 2024
Q4 2023
|
Axa S.A.
Paris, I0 |
BUY
|
- |
8.7K+ 2.45% |
$4.57M - $5.39M
|
363K
$283M
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.69KNew |
$4.56M - $5.38M
|
8.69K
$6.76M
|
|
|
Feb 12, 2024
Q4 2023
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
8.5KNew |
$4.47M - $5.26M
|
8.5K
$6.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
8.43K+ 105.85% |
$4.43M - $5.22M
|
16.4K
$12.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
8.31K+ 1.63% |
$4.36M - $5.14M
|
517K
$402M
|
|
|
Feb 07, 2024
Q4 2023
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
8.27K+ 7.82% |
$4.34M - $5.12M
|
114K
$88.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
8.18K+ 4.7% |
$4.3M - $5.07M
|
182K
$142M
|
|
|
Oct 18, 2024
Q4 2023
|
Intech Investment Management LLC
West Palm Beach, FL |
BUY
|
- |
8.18K+ 4.7% |
$4.3M - $5.07M
|
182K
$142M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
7.81K+ 4.82% |
$4.1M - $4.83M
|
170K
$132M
|
|
|
Jan 11, 2024
Q4 2023
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
7.8KNew |
$4.09M - $4.83M
|
7.8K
$6.07M
|
|
|
Feb 02, 2024
Q4 2023
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
7.73K+ 39.77% |
$4.06M - $4.79M
|
27.2K
$21.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Capital Wealth Planning, LLC
|
BUY
|
- |
7.72KNew |
$4.05M - $4.78M
|
7.72K
$6.01M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
7.56K+ 319.29% |
$3.97M - $4.68M
|
9.93K
$7.73M
|
|
|
Feb 14, 2024
Q4 2023
|
Hudson Bay Capital Management LP
Greenwich, CT |
BUY
|
- |
7.56K+ 37.8% |
$3.97M - $4.68M
|
27.6K
$21.5M
|
|
|
Jan 31, 2024
Q4 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
7.46KNew |
$3.92M - $4.62M
|
7.46K
$5.81M
|
|
|
Feb 08, 2024
Q4 2023
|
Jackson Square Partners, LLC
San Francisco, CA |
BUY
|
- |
7.39KNew |
$3.88M - $4.57M
|
7.39K
$5.75M
|
|
|
Jan 05, 2024
Q4 2023
|
Gunderson Capital Management Inc.
|
BUY
|
- |
7.33K+ 64.66% |
$3.85M - $4.54M
|
18.7K
$14.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Tredje Ap Fonden
|
BUY
|
- |
7.17K+ 3.72% |
$3.77M - $4.44M
|
200K
$156M
|
|
|
Feb 08, 2024
Q4 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
7.13K+ 39.12% |
$3.74M - $4.41M
|
25.3K
$19.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Mango Five Family, Inc.
Reno, NV |
BUY
|
- |
6.92KNew |
$3.63M - $4.28M
|
6.92K
$5.38M
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
6.9K+ 16.29% |
$3.62M - $4.27M
|
49.2K
$38.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
6.76K+ 1.33% |
$3.55M - $4.18M
|
516K
$402M
|
|
|
Feb 09, 2024
Q4 2023
|
Motco
|
BUY
|
- |
6.73K+ 270.84% |
$3.54M - $4.17M
|
9.22K
$7.18M
|
|
|
Jan 19, 2024
Q4 2023
|
Forum Private Client Group LLC
|
BUY
|
- |
6.65KNew |
$3.49M - $4.12M
|
6.65K
$5.18M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.61K+ 9.02% |
$3.47M - $4.09M
|
79.9K
$62.2M
|
|
|
Feb 22, 2024
Q4 2023
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
6.39KNew |
$3.36M - $3.96M
|
6.39K
$4.98M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
6.34K+ 10.75% |
$3.33M - $3.93M
|
65.3K
$50.9M
|
|
|
Feb 13, 2024
Q4 2023
|
Scholtz & Company, LLC
Stamford, CT |
BUY
|
- |
6.32KNew |
$3.32M - $3.91M
|
6.32K
$4.92M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
6.29K+ 13.11% |
$3.3M - $3.89M
|
54.3K
$42.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
6.25K+ 35.51% |
$3.28M - $3.87M
|
23.8K
$18.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Hancock Whitney Corp
|
BUY
|
- |
6.17K+ 20.97% |
$3.24M - $3.82M
|
35.6K
$27.7M
|
|
|
Feb 16, 2024
Q4 2023
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
6.13K+ 1245.53% |
$3.22M - $3.79M
|
6.62K
$5.15M
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
6.12KNew |
$3.22M - $3.79M
|
6.12K
$4.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
6.1K+ 7.07% |
$3.2M - $3.78M
|
92.4K
$71.9M
|
|
|
Jan 22, 2024
Q4 2023
|
Chicago Capital, LLC
|
BUY
|
- |
6.04K+ 29.97% |
$3.17M - $3.74M
|
26.2K
$20.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
6.02KNew |
$3.16M - $3.73M
|
6.02K
$4.69M
|
|
|
Jan 16, 2024
Q4 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
5.99K+ 9.3% |
$3.15M - $3.71M
|
70.4K
$54.8M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
5.97K+ 152.67% |
$3.13M - $3.69M
|
9.87K
$7.69M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
5.85KNew |
$3.07M - $3.62M
|
5.85K
$4.55M
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
5.76KNew |
$3.02M - $3.56M
|
5.76K
$4.48M
|
|
|
Jan 29, 2024
Q4 2023
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
5.72KNew |
$3.01M - $3.54M
|
5.72K
$4.46M
|
|
|
Feb 02, 2024
Q4 2023
|
K.J. Harrison & Partners Inc
|
BUY
|
- |
5.7KNew |
$3M - $3.53M
|
5.7K
$4.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
5.7K+ 67.45% |
$3M - $3.53M
|
14.2K
$11M
|
|
|
Feb 09, 2024
Q4 2023
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
5.7KNew |
$2.99M - $3.53M
|
5.7K
$4.44M
|
|
|
Feb 14, 2024
Q4 2023
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
5.63K+ 278.21% |
$2.96M - $3.49M
|
7.66K
$5.96M
|
|
|
Feb 14, 2024
Q4 2023
|
Aristotle Atlantic Partners, LLC
New York, NY |
BUY
|
- |
5.61K+ 1121.8% |
$2.95M - $3.47M
|
6.11K
$4.76M
|
|
|
Jan 25, 2024
Q4 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
5.58KNew |
$2.93M - $3.45M
|
5.58K
$4.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Northeast Investment Management
|
BUY
|
- |
5.56K+ 15.56% |
$2.92M - $3.44M
|
41.3K
$32.2M
|