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 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.56K- 6.35% |
$821K - $968K
|
23.1K
$19M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-1.57K- 3.96% |
$825K - $973K
|
38.1K
$31.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-1.6K- 4.14% |
$841K - $992K
|
37.1K
$30.5M
|
|
|
May 21, 2024
Q4 2023
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
SELL
|
- |
-1.62K- 16.37% |
$851K - $1M
|
8.28K
$6.8M
|
|
|
Jan 25, 2024
Q4 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.62K- 7.97% |
$852K - $1M
|
18.7K
$15.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Tobam
|
SELL
|
- |
-1.64K- 2.79% |
$859K - $1.01M
|
56.9K
$46.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.64K- 10.94% |
$859K - $1.01M
|
13.3K
$10.9M
|
|
|
Aug 22, 2024
Q4 2023
|
Fiera Capital Corp
Montreal, A8 |
SELL
|
- |
-1.64K- 10.94% |
$859K - $1.01M
|
13.3K
$10.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.64K- 4.3% |
$862K - $1.02M
|
36.5K
$30M
|
|
|
Jan 31, 2024
Q4 2023
|
American Financial Advisors, LLC
|
SELL
|
- |
-1.67K- 8.07% |
$878K - $1.03M
|
19K
$15.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Amica Mutual Insurance CO
|
SELL
|
- |
-1.67K- 9.3% |
$878K - $1.04M
|
16.3K
$13.4M
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.67K- 8.98% |
$878K - $1.04M
|
17K
$13.9M
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-1.73K- 8.97% |
$909K - $1.07M
|
17.6K
$14.4M
|
|
|
Jan 30, 2024
Q4 2023
|
First American Trust, Fsb
|
SELL
|
- |
-1.76K- 6.14% |
$922K - $1.09M
|
26.8K
$22M
|
|
|
Jan 26, 2024
Q4 2023
|
Liberty One Investment Management, LLC
|
SELL
|
- |
-1.76K- 2.81% |
$924K - $1.09M
|
61K
$50.1M
|
|
|
Jan 30, 2024
Q4 2023
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
SELL
|
- |
-1.77K- 19.8% |
$927K - $1.09M
|
7.15K
$5.87M
|
|
|
Feb 14, 2024
Q4 2023
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-1.84K- 39.87% |
$966K - $1.14M
|
2.78K
$2.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Patten & Patten Inc
|
SELL
|
- |
-1.85K- 10.6% |
$973K - $1.15M
|
15.6K
$12.8M
|
|
|
Jul 31, 2024
Q4 2023
|
First American Bank
Dundee, IL |
SELL
|
- |
-1.87K- 2.93% |
$980K - $1.16M
|
61.8K
$50.7M
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-1.87K- 16.22% |
$981K - $1.16M
|
9.65K
$7.93M
|
|
|
Feb 01, 2024
Q4 2023
|
South Dakota Investment Council
Sioux Falls, SD |
SELL
|
- |
-1.9K- 2.79% |
$998K - $1.18M
|
66.3K
$54.5M
|
|
|
Jan 09, 2024
Q4 2023
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-1.92K- 7.13% |
$1.01M - $1.19M
|
25K
$20.5M
|
|
|
Apr 08, 2025
Q4 2023
|
I A Global Asset Management Inc.
Quebec, A8 |
SELL
|
- |
-1.92K- 7.77% |
$1.01M - $1.19M
|
22.8K
$18.7M
|
|
|
Jan 16, 2024
Q4 2023
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-1.93K- 66.24% |
$1.01M - $1.19M
|
982
$807K
|
|
|
Jan 23, 2024
Q4 2023
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.95K- 2.36% |
$1.02M - $1.2M
|
80.7K
$66.3M
|
|
|
Feb 08, 2024
Q4 2023
|
American National Bank
|
SELL
|
- |
-1.96K- 22.57% |
$1.03M - $1.21M
|
6.72K
$5.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Rafferty Asset Management, LLC
New York, NY |
SELL
|
- |
-1.97K- 2.35% |
$1.04M - $1.22M
|
81.9K
$67.2M
|
|
|
Feb 06, 2024
Q4 2023
|
James Investment Research Inc
|
SELL
|
- |
-2.01K- 10.24% |
$1.05M - $1.24M
|
17.6K
$14.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Teza Capital Management LLC
Chicago, IL |
SELL
|
- |
-2.05K- 25.49% |
$1.08M - $1.27M
|
5.98K
$4.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
SELL
|
- |
-2.06K- 45.95% |
$1.08M - $1.28M
|
2.42K
$1.99M
|
|
|
Feb 13, 2024
Q4 2023
|
Capital International LTD
Los Angeles, CA |
SELL
|
- |
-2.1K- 2.06% |
$1.1M - $1.3M
|
100K
$82.1M
|
|
|
Jan 24, 2024
Q4 2023
|
Cypress Capital Group
|
SELL
|
- |
-2.11K- 3.52% |
$1.11M - $1.31M
|
57.9K
$47.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-2.13K- 35.49% |
$1.12M - $1.32M
|
3.86K
$3.17M
|
|
|
Jan 10, 2024
Q4 2023
|
Hennion & Walsh Asset Management, Inc.
|
SELL
|
- |
-2.13K- 7.9% |
$1.12M - $1.32M
|
24.8K
$20.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-2.16K- 3.19% |
$1.13M - $1.33M
|
65.4K
$53.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-2.19K- 6.38% |
$1.15M - $1.36M
|
32.2K
$26.4M
|
|
|
Jan 11, 2024
Q4 2023
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-2.23K- 33.69% |
$1.17M - $1.38M
|
4.39K
$3.61M
|
|
|
Jan 12, 2024
Q4 2023
|
Cohen Klingenstein LLC
|
SELL
|
- |
-2.23K- 1.57% |
$1.17M - $1.38M
|
140K
$115M
|
|
|
Feb 01, 2024
Q4 2023
|
Illinois Municipal Retirement Fund
|
SELL
|
- |
-2.25K- 2.65% |
$1.18M - $1.39M
|
82.8K
$68M
|
|
|
Jan 22, 2024
Q4 2023
|
Optimas Capital LTD
Central, K3 |
SELL
|
- |
-2.25K- 14.19% |
$1.18M - $1.4M
|
13.6K
$11.2M
|
|
|
Feb 08, 2024
Q4 2023
|
Brown Advisory Inc
|
SELL
|
- |
-2.28K- 1.91% |
$1.2M - $1.41M
|
117K
$96.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-2.31K- 7.92% |
$1.21M - $1.43M
|
26.9K
$22.1M
|
|
|
Jan 12, 2024
Q4 2023
|
Nat West Group PLC
|
SELL
|
- |
-2.33K- 13.46% |
$1.23M - $1.44M
|
15K
$12.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Castleark Management LLC
Chicago, IL |
SELL
|
- |
-2.34K- 2.89% |
$1.23M - $1.45M
|
78.7K
$64.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-2.35K- 38.87% |
$1.24M - $1.46M
|
3.7K
$3.04M
|
|
|
Feb 14, 2024
Q4 2023
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-2.38K- 51.68% |
$1.25M - $1.47M
|
2.22K
$1.83M
|
|
|
Jan 10, 2024
Q4 2023
|
Worth Asset Management, LLC
|
SELL
|
- |
-2.39K- 60.99% |
$1.25M - $1.48M
|
1.53K
$1.25M
|
|
|
Feb 05, 2024
Q4 2023
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-2.4K- 26.97% |
$1.26M - $1.49M
|
6.5K
$5.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-2.42K- 11.34% |
$1.27M - $1.5M
|
18.9K
$15.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.43K- 0.79% |
$1.27M - $1.5M
|
306K
$251M
|