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 08, 2024
Q4 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-820- 10.26% |
$431K - $508K
|
7.17K
$5.89M
|
|
|
Feb 14, 2024
Q4 2023
|
Unigestion Holding Sa
|
SELL
|
- |
-825- 27.14% |
$433K - $511K
|
2.22K
$1.82M
|
|
|
Jan 12, 2024
Q4 2023
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-828- 8.05% |
$435K - $513K
|
9.46K
$7.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Evercore Wealth Management, LLC
New York, NY |
SELL
|
- |
-834- 1.78% |
$438K - $516K
|
46K
$37.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-847- 2.84% |
$445K - $524K
|
29K
$23.8M
|
|
|
May 30, 2024
Q4 2023
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-847- 7.75% |
$445K - $524K
|
10.1K
$8.29M
|
|
|
Feb 05, 2024
Q4 2023
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-860- 33.4% |
$452K - $532K
|
1.72K
$1.41M
|
|
|
Jan 31, 2024
Q4 2023
|
Tilt Investment Management Holdings, Pbc
New York, NY |
SELL
|
- |
-861- 20.84% |
$452K - $533K
|
3.27K
$2.69M
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-862- 71.06% |
$453K - $534K
|
351
$288K
|
|
|
Jan 12, 2024
Q4 2023
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-873- 3.45% |
$458K - $541K
|
24.4K
$20.1M
|
|
|
Jan 10, 2024
Q4 2023
|
City Holding CO
|
SELL
|
- |
-877- 2.93% |
$461K - $543K
|
29.1K
$23.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Nippon Life Global Investors Americas, Inc.
|
SELL
|
- |
-880- 0.86% |
$462K - $545K
|
102K
$83.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-898- 2.86% |
$472K - $556K
|
30.5K
$25M
|
|
|
Feb 02, 2024
Q4 2023
|
Nj State Employees Deferred Compensation Plan
|
SELL
|
- |
-900- 3.99% |
$473K - $557K
|
21.7K
$17.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-907- 13.89% |
$476K - $562K
|
5.62K
$4.62M
|
|
|
Feb 13, 2024
Q4 2023
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-908- 22.89% |
$477K - $562K
|
3.06K
$2.51M
|
|
|
Feb 12, 2024
Q4 2023
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-925- 5.49% |
$486K - $573K
|
15.9K
$13.1M
|
|
|
Jan 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-931- 11.99% |
$489K - $576K
|
6.84K
$5.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-931- 14.04% |
$489K - $576K
|
5.7K
$4.68M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-932- 25.72% |
$489K - $577K
|
2.69K
$2.21M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-939- 5.82% |
$493K - $581K
|
15.2K
$12.5M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-943- 8.83% |
$495K - $584K
|
9.73K
$7.99M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-954- 2.24% |
$501K - $591K
|
41.7K
$34.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-961- 1.75% |
$505K - $595K
|
54K
$44.4M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-962- 2.04% |
$505K - $596K
|
46.2K
$38M
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-962- 63.5% |
$505K - $596K
|
553
$454K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-963- 1.42% |
$506K - $596K
|
66.7K
$54.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-979- 7.99% |
$514K - $606K
|
11.3K
$9.27M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-983- 3.56% |
$516K - $609K
|
26.7K
$21.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-988- 3.96% |
$519K - $612K
|
24K
$19.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Gouws Capital LLC
|
SELL
|
- |
-990- 4.79% |
$520K - $613K
|
19.7K
$16.2M
|
|
|
Mar 13, 2025
Q4 2023
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
SELL
|
- |
-1K- 13.33% |
$525K - $619K
|
6.5K
$5.34M
|
|
|
Jan 08, 2024
Q4 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-1.02K- 11.31% |
$534K - $629K
|
7.97K
$6.54M
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.02K- 3.71% |
$538K - $634K
|
26.6K
$21.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-1.03K- 18.13% |
$541K - $638K
|
4.66K
$3.82M
|
|
|
Feb 07, 2024
Q4 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-1.03K- 46.13% |
$541K - $638K
|
1.2K
$989K
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-1.04K- 5.3% |
$546K - $644K
|
18.6K
$15.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.04K- 2.04% |
$547K - $645K
|
50K
$41.1M
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.04K- 19.4% |
$548K - $646K
|
4.33K
$3.56M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.05K- 0.53% |
$549K - $648K
|
196K
$161M
|
|
|
Jan 22, 2024
Q4 2023
|
Deltec Asset Management LLC
|
SELL
|
- |
-1.05K- 13.64% |
$551K - $650K
|
6.65K
$5.46M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.05K- 20.2% |
$553K - $652K
|
4.16K
$3.42M
|
|
|
Jan 24, 2024
Q4 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-1.05K- 14.3% |
$554K - $653K
|
6.32K
$5.19M
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.06K- 57.9% |
$554K - $653K
|
767
$630K
|
|
|
Feb 13, 2024
Q4 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.06K- 6.27% |
$555K - $654K
|
15.8K
$13M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.06K- 8.39% |
$556K - $656K
|
11.6K
$9.5M
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.06K- 9.2% |
$559K - $659K
|
10.5K
$8.62M
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-1.08K- 32.67% |
$568K - $670K
|
2.23K
$1.83M
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.09K- 10.45% |
$570K - $672K
|
9.31K
$7.65M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.12K- 37.83% |
$589K - $695K
|
1.84K
$1.51M
|