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 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1.13K- 4.43% |
$595K - $701K
|
24.4K
$20M
|
|
|
Feb 12, 2024
Q4 2023
|
Wms Partners, LLC
|
SELL
|
- |
-1.15K- 36.77% |
$605K - $713K
|
1.98K
$1.63M
|
|
|
Feb 08, 2024
Q4 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-1.15K- 59.55% |
$606K - $714K
|
784
$644K
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.16K- 1.18% |
$607K - $716K
|
96.6K
$79.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Rice Partnership, LLC
|
SELL
|
- |
-1.16K- 4.48% |
$609K - $718K
|
24.7K
$20.3M
|
|
|
Feb 14, 2024
Q4 2023
|
First Business Financial Services, Inc.
|
SELL
|
- |
-1.17K- 18.01% |
$612K - $721K
|
5.3K
$4.36M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-1.19K- 38.23% |
$623K - $734K
|
1.92K
$1.57M
|
|
|
Feb 05, 2024
Q4 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-1.19K- 7.11% |
$623K - $735K
|
15.5K
$12.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
SELL
|
- |
-1.2K- 14.69% |
$628K - $740K
|
6.94K
$5.7M
|
|
|
Jan 29, 2024
Q4 2023
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.2K- 2.43% |
$630K - $743K
|
48.2K
$39.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Atika Capital Management LLC
New York, NY |
SELL
|
- |
-1.2K- 3.73% |
$630K - $743K
|
31K
$25.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-1.2K- 70.01% |
$631K - $744K
|
515
$423K
|
|
|
Jan 29, 2024
Q4 2023
|
Friedenthal Financial
|
SELL
|
- |
-1.21K- 94.15% |
$634K - $747K
|
75
$61.6K
|
|
|
Jan 22, 2024
Q4 2023
|
Bell Bank
|
SELL
|
- |
-1.23K- 45.53% |
$645K - $760K
|
1.47K
$1.21M
|
|
|
Feb 22, 2024
Q4 2023
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-1.23K- 9.93% |
$647K - $762K
|
11.2K
$9.17M
|
|
|
Jan 26, 2024
Q4 2023
|
Cardinal Capital Management
|
SELL
|
- |
-1.24K- 3.47% |
$649K - $765K
|
34.4K
$28.3M
|
|
|
Jul 12, 2024
Q4 2023
|
Cardinal Capital Management
|
SELL
|
- |
-1.24K- 3.47% |
$649K - $765K
|
34.4K
$28.3M
|
|
|
Aug 16, 2024
Q4 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-1.24K- 7.36% |
$653K - $770K
|
15.6K
$12.9M
|
|
|
Jan 29, 2024
Q4 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-1.26K- 13.03% |
$659K - $777K
|
8.38K
$6.88M
|
|
|
Jan 22, 2024
Q4 2023
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-1.26K- 62.05% |
$663K - $781K
|
772
$634K
|
|
|
Jan 17, 2024
Q4 2023
|
Jacobs & CO
|
SELL
|
- |
-1.26K- 5.12% |
$663K - $782K
|
23.4K
$19.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-1.26K- 4.93% |
$664K - $783K
|
24.4K
$20M
|
|
|
Feb 02, 2024
Q4 2023
|
Supplemental Annuity Collective Trust Of Nj
|
SELL
|
- |
-1.3K- 11.93% |
$683K - $805K
|
9.6K
$7.89M
|
|
|
Feb 06, 2024
Q4 2023
|
Lsv Asset Management
Chicago, IL |
SELL
|
- |
-1.3K- 2.77% |
$683K - $805K
|
45.7K
$37.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.3K- 8.14% |
$683K - $805K
|
14.7K
$12.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-1.3K- 0.35% |
$684K - $807K
|
376K
$309M
|
|
|
Apr 22, 2025
Q4 2023
|
North Rock Partners, LLC
|
SELL
|
- |
-1.3K- 10.01% |
$684K - $807K
|
11.7K
$9.63M
|
|
|
Jan 29, 2024
Q4 2023
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-1.34K- 9.29% |
$706K - $832K
|
13.1K
$10.8M
|
|
|
Sep 30, 2024
Q4 2023
|
Commerzbank Aktiengesellschaft
|
SELL
|
- |
-1.35K- 31.69% |
$708K - $835K
|
2.91K
$2.39M
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-1.35K- 49.52% |
$708K - $835K
|
1.38K
$1.13M
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
SELL
|
- |
-1.37K- 20.77% |
$717K - $846K
|
5.21K
$4.28M
|
|
|
Jan 19, 2024
Q4 2023
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-1.37K- 11.61% |
$721K - $849K
|
10.5K
$8.58M
|
|
|
Jan 24, 2024
Q4 2023
|
Arizona State Retirement System
|
SELL
|
- |
-1.37K- 0.6% |
$721K - $850K
|
227K
$186M
|
|
|
Jan 31, 2024
Q4 2023
|
Vantage Investment Partners, LLC
|
SELL
|
- |
-1.4K- 4.5% |
$736K - $867K
|
29.7K
$24.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Unio Capital LLC
|
SELL
|
- |
-1.4K- 12.66% |
$736K - $867K
|
9.67K
$7.94M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-1.41K- 3.59% |
$739K - $871K
|
37.8K
$31.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-1.43K- 2.73% |
$752K - $887K
|
51K
$41.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-1.44K- 9.09% |
$757K - $892K
|
14.4K
$11.8M
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-1.44K- 1.23% |
$758K - $894K
|
116K
$94.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1.45K- 23.01% |
$759K - $895K
|
4.83K
$3.97M
|
|
|
Feb 14, 2024
Q4 2023
|
Zacks Investment Management
Chicago, IL |
SELL
|
- |
-1.48K- 1.66% |
$776K - $915K
|
87.4K
$71.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Hudson Valley Investment Advisors Inc
|
SELL
|
- |
-1.49K- 2.88% |
$784K - $924K
|
50.3K
$41.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-1.5K- 3.91% |
$787K - $927K
|
36.8K
$30.2M
|
|
|
Jan 16, 2024
Q4 2023
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-1.5K- 6.85% |
$788K - $929K
|
20.4K
$16.8M
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.5K- 7.18% |
$789K - $930K
|
19.4K
$16M
|
|
|
Jan 24, 2024
Q4 2023
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-1.53K- 34.27% |
$801K - $944K
|
2.93K
$2.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
SELL
|
- |
-1.53K- 9.32% |
$802K - $946K
|
14.9K
$12.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-1.53K- 13.97% |
$805K - $949K
|
9.44K
$7.75M
|
|
|
Feb 07, 2024
Q4 2023
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-1.54K- 63.41% |
$811K - $956K
|
891
$732K
|
|
|
Feb 02, 2024
Q4 2023
|
Stanley Laman Group, Ltd.
Berwyn, PA |
SELL
|
- |
-1.56K- 11.58% |
$818K - $965K
|
11.9K
$9.77M
|