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 |
|---|---|---|---|---|---|---|---|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.24K- 7.36% |
$653K - $770K
|
15.6K
$12.2M
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.26K- 13.03% |
$659K - $777K
|
8.38K
$6.52M
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.26K- 62.05% |
$663K - $781K
|
772
$601K
|
|
|
Jan 17, 2024
Q4 2023
|
Jacobs & CO
|
SELL
|
- |
-1.26K- 5.12% |
$663K - $782K
|
23.4K
$18.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.26K- 4.93% |
$664K - $783K
|
24.4K
$19M
|
|
|
Feb 02, 2024
Q4 2023
|
Supplemental Annuity Collective Trust Of Nj
|
SELL
|
- |
-1.3K- 11.93% |
$683K - $805K
|
9.6K
$7.47M
|
|
|
Feb 06, 2024
Q4 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-1.3K- 2.77% |
$683K - $805K
|
45.7K
$35.6M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.3K- 8.14% |
$683K - $805K
|
14.7K
$11.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.3K- 0.35% |
$684K - $807K
|
376K
$293M
|
|
|
Jan 29, 2024
Q4 2023
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-1.34K- 9.29% |
$706K - $832K
|
13.1K
$10.2M
|
|
|
Sep 30, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-1.35K- 31.69% |
$708K - $835K
|
2.91K
$2.26M
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-1.35K- 49.52% |
$708K - $835K
|
1.38K
$1.07M
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.37K- 20.77% |
$717K - $846K
|
5.21K
$4.06M
|
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-1.37K- 11.61% |
$721K - $849K
|
10.5K
$8.14M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-1.37K- 0.6% |
$721K - $850K
|
227K
$177M
|
|
|
Jan 31, 2024
Q4 2023
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-1.4K- 4.5% |
$736K - $867K
|
29.7K
$23.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Unio Capital LLC
|
SELL
|
- |
-1.4K- 12.66% |
$736K - $867K
|
9.67K
$7.53M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.41K- 3.59% |
$739K - $871K
|
37.8K
$29.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.43K- 2.73% |
$752K - $887K
|
51K
$39.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.44K- 9.09% |
$757K - $892K
|
14.4K
$11.2M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.44K- 1.23% |
$758K - $894K
|
116K
$90M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.45K- 23.01% |
$759K - $895K
|
4.83K
$3.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.48K- 1.66% |
$776K - $915K
|
87.4K
$68M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.49K- 2.88% |
$784K - $924K
|
50.3K
$39.2M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.5K- 3.91% |
$787K - $927K
|
36.8K
$28.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-1.5K- 6.85% |
$788K - $929K
|
20.4K
$15.9M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.5K- 7.18% |
$789K - $930K
|
19.4K
$15.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1.53K- 34.27% |
$801K - $944K
|
2.93K
$2.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.53K- 9.32% |
$802K - $946K
|
14.9K
$11.6M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-1.53K- 13.97% |
$805K - $949K
|
9.44K
$7.35M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.54K- 63.41% |
$811K - $956K
|
891
$694K
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-1.56K- 11.58% |
$818K - $965K
|
11.9K
$9.26M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.56K- 6.35% |
$821K - $968K
|
23.1K
$18M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-1.57K- 3.96% |
$825K - $973K
|
38.1K
$29.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.6K- 4.14% |
$841K - $992K
|
37.1K
$28.9M
|
|
|
May 21, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-1.62K- 16.37% |
$851K - $1M
|
8.28K
$6.44M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.62K- 7.97% |
$852K - $1M
|
18.7K
$14.6M
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
SELL
|
- |
-1.64K- 2.79% |
$859K - $1.01M
|
56.9K
$44.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.64K- 10.94% |
$859K - $1.01M
|
13.3K
$10.4M
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.64K- 10.94% |
$859K - $1.01M
|
13.3K
$10.4M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.64K- 4.3% |
$862K - $1.02M
|
36.5K
$28.4M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.67K- 8.07% |
$878K - $1.03M
|
19K
$14.8M
|
|
|
Feb 05, 2024
Q4 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-1.67K- 9.3% |
$878K - $1.04M
|
16.3K
$12.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.67K- 8.98% |
$878K - $1.04M
|
17K
$13.2M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.73K- 8.97% |
$909K - $1.07M
|
17.6K
$13.7M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
SELL
|
- |
-1.76K- 6.14% |
$922K - $1.09M
|
26.8K
$20.9M
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.76K- 2.81% |
$924K - $1.09M
|
61K
$47.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1.77K- 19.8% |
$927K - $1.09M
|
7.15K
$5.56M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.84K- 39.87% |
$966K - $1.14M
|
2.78K
$2.16M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-1.85K- 10.6% |
$973K - $1.15M
|
15.6K
$12.2M
|