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
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-925- 5.49% |
$486K - $573K
|
15.9K
$12.4M
|
|
|
Jan 19, 2024
Q4 2023
|
Argus Investors' Counsel, Inc.
|
SELL
|
- |
-931- 11.99% |
$489K - $576K
|
6.84K
$5.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
SELL
|
- |
-931- 14.04% |
$489K - $576K
|
5.7K
$4.44M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-932- 25.72% |
$489K - $577K
|
2.69K
$2.1M
|
|
|
Jan 02, 2024
Q4 2023
|
Symmetry Partners, LLC
|
SELL
|
- |
-939- 5.82% |
$493K - $581K
|
15.2K
$11.8M
|
|
|
May 20, 2024
Q4 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-943- 8.83% |
$495K - $584K
|
9.73K
$7.58M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-954- 2.24% |
$501K - $591K
|
41.7K
$32.4M
|
|
|
Feb 15, 2024
Q4 2023
|
Dodge & Cox
San Francisco, CA |
SELL
|
- |
-961- 1.75% |
$505K - $595K
|
54K
$42.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-962- 2.04% |
$505K - $596K
|
46.2K
$36M
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-962- 63.5% |
$505K - $596K
|
553
$431K
|
|
|
Jan 23, 2024
Q4 2023
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-963- 1.42% |
$506K - $596K
|
66.7K
$51.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-979- 7.99% |
$514K - $606K
|
11.3K
$8.78M
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-983- 3.56% |
$516K - $609K
|
26.7K
$20.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-988- 3.96% |
$519K - $612K
|
24K
$18.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Gouws Capital LLC
|
SELL
|
- |
-990- 4.79% |
$520K - $613K
|
19.7K
$15.3M
|
|
|
Jan 08, 2024
Q4 2023
|
Centre Asset Management, LLC
|
SELL
|
- |
-1.02K- 11.31% |
$534K - $629K
|
7.97K
$6.2M
|
|
|
Jan 25, 2024
Q4 2023
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-1.02K- 3.71% |
$538K - $634K
|
26.6K
$20.7M
|
|
|
Jan 12, 2024
Q4 2023
|
Oak Harvest Investment Services
|
SELL
|
- |
-1.03K- 18.13% |
$541K - $638K
|
4.66K
$3.62M
|
|
|
Feb 07, 2024
Q4 2023
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-1.03K- 46.13% |
$541K - $638K
|
1.2K
$937K
|
|
|
Jan 11, 2024
Q4 2023
|
Ziegler Capital Management, LLC
|
SELL
|
- |
-1.04K- 5.3% |
$546K - $644K
|
18.6K
$14.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.04K- 2.04% |
$547K - $645K
|
50K
$38.9M
|
|
|
Jan 10, 2024
Q4 2023
|
Marshall Financial Group LLC
|
SELL
|
- |
-1.04K- 19.4% |
$548K - $646K
|
4.33K
$3.37M
|
|
|
Feb 12, 2024
Q4 2023
|
Glenview Trust CO
Louisville, KY |
SELL
|
- |
-1.05K- 0.53% |
$549K - $648K
|
196K
$153M
|
|
|
Jan 22, 2024
Q4 2023
|
Deltec Asset Management LLC
|
SELL
|
- |
-1.05K- 13.64% |
$551K - $650K
|
6.65K
$5.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-1.05K- 20.2% |
$553K - $652K
|
4.16K
$3.24M
|
|
|
Jan 24, 2024
Q4 2023
|
Cullinan Associates Inc
|
SELL
|
- |
-1.05K- 14.3% |
$554K - $653K
|
6.32K
$4.92M
|
|
|
Jan 19, 2024
Q4 2023
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-1.06K- 57.9% |
$554K - $653K
|
767
$597K
|
|
|
Feb 13, 2024
Q4 2023
|
Dorsey Wright & Associates
|
SELL
|
- |
-1.06K- 6.27% |
$555K - $654K
|
15.8K
$12.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.06K- 8.39% |
$556K - $656K
|
11.6K
$9M
|
|
|
Jan 12, 2024
Q4 2023
|
Summit Financial Group, Inc.
|
SELL
|
- |
-1.06K- 9.2% |
$559K - $659K
|
10.5K
$8.17M
|
|
|
Jan 17, 2024
Q4 2023
|
Powers Advisory Group, LLC
|
SELL
|
- |
-1.08K- 32.67% |
$568K - $670K
|
2.23K
$1.74M
|
|
|
Jan 31, 2024
Q4 2023
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-1.09K- 10.45% |
$570K - $672K
|
9.31K
$7.25M
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
SELL
|
- |
-1.12K- 37.83% |
$589K - $695K
|
1.84K
$1.44M
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.13K- 4.43% |
$595K - $701K
|
24.4K
$19M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-1.15K- 36.77% |
$605K - $713K
|
1.98K
$1.54M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.15K- 59.55% |
$606K - $714K
|
784
$610K
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.16K- 1.18% |
$607K - $716K
|
96.6K
$75.2M
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-1.16K- 4.48% |
$609K - $718K
|
24.7K
$19.3M
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-1.17K- 18.01% |
$612K - $721K
|
5.3K
$4.13M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.19K- 38.23% |
$623K - $734K
|
1.92K
$1.49M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.19K- 7.11% |
$623K - $735K
|
15.5K
$12.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.2K- 14.69% |
$628K - $740K
|
6.94K
$5.4M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.2K- 2.43% |
$630K - $743K
|
48.2K
$37.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Atika Capital Management LLC
New York, NY |
SELL
|
- |
-1.2K- 3.73% |
$630K - $743K
|
31K
$24.1M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.2K- 70.01% |
$631K - $744K
|
515
$401K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
SELL
|
- |
-1.21K- 94.15% |
$634K - $747K
|
75
$58.4K
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
SELL
|
- |
-1.23K- 45.53% |
$645K - $760K
|
1.47K
$1.14M
|
|
|
Feb 22, 2024
Q4 2023
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-1.23K- 9.93% |
$647K - $762K
|
11.2K
$8.69M
|
|
|
Jan 26, 2024
Q4 2023
|
Cardinal Capital Management
|
SELL
|
- |
-1.24K- 3.47% |
$649K - $765K
|
34.4K
$26.8M
|
|
|
Jul 12, 2024
Q4 2023
|
Cardinal Capital Management
|
SELL
|
- |
-1.24K- 3.47% |
$649K - $765K
|
34.4K
$26.8M
|