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 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
5.46KNew |
$2.87M - $3.38M
|
5.46K
$4.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Oak Grove Capital LLC
North Hampton, NH |
BUY
|
- |
5.39K+ 8.62% |
$2.83M - $3.34M
|
67.9K
$52.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
5.37KNew |
$2.82M - $3.32M
|
5.37K
$4.18M
|
|
|
Mar 26, 2024
Q4 2023
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
5.37K+ 46.35% |
$2.82M - $3.32M
|
16.9K
$13.2M
|
|
|
Feb 15, 2024
Q4 2023
|
Wexford Capital LP
Greenwich, CT |
BUY
|
- |
5.34KNew |
$2.8M - $3.3M
|
5.34K
$4.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Searle & Co.
|
BUY
|
- |
5.33K+ 533.2% |
$2.8M - $3.3M
|
6.33K
$4.93M
|
|
|
Feb 06, 2024
Q4 2023
|
Metis Global Partners, LLC
|
BUY
|
- |
5.33K+ 13.04% |
$2.8M - $3.3M
|
46.2K
$36M
|
|
|
Feb 12, 2024
Q4 2023
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
5.33KNew |
$2.8M - $3.3M
|
5.33K
$4.15M
|
|
|
Jan 26, 2024
Q4 2023
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
5.22KNew |
$2.74M - $3.23M
|
5.22K
$4.07M
|
|
|
Jan 18, 2024
Q4 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
5.21K+ 30.55% |
$2.74M - $3.23M
|
22.3K
$17.3M
|
|
|
Jan 31, 2024
Q4 2023
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
5.21K+ 21.87% |
$2.74M - $3.23M
|
29K
$22.6M
|
|
|
Feb 14, 2024
Q4 2023
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
BUY
|
- |
5.13K+ 21.78% |
$2.7M - $3.18M
|
28.7K
$22.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Neos Investment Management LLC
Westport, CT |
BUY
|
- |
5.03K+ 65.7% |
$2.64M - $3.11M
|
12.7K
$9.87M
|
|
|
Feb 12, 2024
Q4 2023
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
5.02KNew |
$2.64M - $3.11M
|
5.02K
$3.91M
|
|
|
Feb 01, 2024
Q4 2023
|
Sentry LLC
Memphis, TN |
BUY
|
- |
5.01KNew |
$2.63M - $3.1M
|
5.01K
$3.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
4.97K+ 1.53% |
$2.61M - $3.08M
|
331K
$257M
|
|
|
Jan 26, 2024
Q4 2023
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
4.97KNew |
$2.61M - $3.08M
|
4.97K
$3.87M
|
|
|
Feb 13, 2024
Q4 2023
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.92KNew |
$2.59M - $3.05M
|
4.92K
$3.83M
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
4.87K+ 5.49% |
$2.56M - $3.01M
|
93.4K
$72.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
4.85KNew |
$2.55M - $3M
|
4.85K
$3.77M
|
|
|
May 15, 2024
Q4 2023
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
4.84KNew |
$2.54M - $3M
|
4.84K
$3.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
4.79K+ 25.82% |
$2.52M - $2.97M
|
23.4K
$18.2M
|
|
|
Jan 11, 2024
Q4 2023
|
Grey Street Capital, LLC
Chicago, IL |
BUY
|
- |
4.73K+ 18.62% |
$2.49M - $2.93M
|
30.2K
$23.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
4.73K+ 52.82% |
$2.48M - $2.93M
|
13.7K
$10.7M
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management One Co., Ltd.
|
BUY
|
- |
4.71K+ 1.2% |
$2.47M - $2.91M
|
396K
$308M
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
4.69KNew |
$2.47M - $2.91M
|
4.69K
$3.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
4.69K+ 17.84% |
$2.46M - $2.9M
|
31K
$24.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
4.63K+ 51388.89% |
$2.43M - $2.86M
|
4.63K
$3.61M
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
4.61K+ 50.82% |
$2.42M - $2.85M
|
13.7K
$10.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
4.55K+ 3.82% |
$2.39M - $2.82M
|
124K
$96.3M
|
|
|
Feb 22, 2024
Q4 2023
|
Napa Wealth Management
Napa, CA |
BUY
|
- |
4.55KNew |
$2.39M - $2.81M
|
4.55K
$3.54M
|
|
|
Feb 01, 2024
Q4 2023
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
4.4KNew |
$2.31M - $2.72M
|
4.4K
$3.42M
|
|
|
Feb 15, 2024
Q4 2023
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
4.31KNew |
$2.26M - $2.67M
|
4.31K
$3.35M
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
4.24K+ 12.37% |
$2.23M - $2.63M
|
38.5K
$30M
|
|
|
Feb 13, 2024
Q4 2023
|
First Dallas Securities Inc.
|
BUY
|
- |
4.22KNew |
$2.22M - $2.61M
|
4.22K
$3.29M
|
|
|
Feb 14, 2024
Q4 2023
|
United American Securities Inc. (D
New York, NY |
BUY
|
- |
4.2KNew |
$2.21M - $2.6M
|
4.2K
$3.27M
|
|
|
Feb 13, 2024
Q4 2023
|
Vinva Investment Management LTD
Sydney, C3 |
BUY
|
- |
4.2K+ 17.56% |
$2.2M - $2.6M
|
28.1K
$21.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Midland Wealth Advisors LLC
Rockford, IL |
BUY
|
- |
4.19KNew |
$2.2M - $2.59M
|
4.19K
$3.26M
|
|
|
Jan 24, 2024
Q4 2023
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
4.18KNew |
$2.2M - $2.59M
|
4.18K
$3.25M
|
|
|
Jan 26, 2024
Q4 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
4.1KNew |
$2.15M - $2.54M
|
4.1K
$3.19M
|
|
|
Feb 09, 2024
Q4 2023
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
4.07K+ 7.54% |
$2.14M - $2.52M
|
58K
$45.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Kuhn & CO Investment Counsel
Chicago, IL |
BUY
|
- |
4.06KNew |
$2.13M - $2.51M
|
4.06K
$3.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
4.04KNew |
$2.12M - $2.5M
|
4.04K
$3.15M
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
4.01KNew |
$2.1M - $2.48M
|
4.01K
$3.12M
|
|
|
Jan 10, 2024
Q4 2023
|
Peak Financial Advisors LLC
|
BUY
|
- |
4KNew |
$2.1M - $2.48M
|
4K
$3.12M
|
|
|
Jan 26, 2024
Q4 2023
|
Financial Counselors Inc
|
BUY
|
- |
4K+ 8.35% |
$2.1M - $2.48M
|
51.9K
$40.4M
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
3.94K+ 379.96% |
$2.07M - $2.44M
|
4.98K
$3.88M
|
|
|
Feb 06, 2024
Q4 2023
|
Forsta Ap Fonden
Stockholm, V7 |
BUY
|
- |
3.9K+ 2.01% |
$2.05M - $2.41M
|
197K
$154M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
BUY
|
- |
3.86K+ 21.89% |
$2.03M - $2.39M
|
21.5K
$16.8M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.78K+ 11.59% |
$1.98M - $2.34M
|
36.4K
$28.3M
|