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 06, 2024
Q4 2023
|
Goldstream Capital Management LTD
|
BUY
|
- |
3.73K+ 190.64% |
$1.96M - $2.31M
|
5.69K
$4.43M
|
|
|
Feb 15, 2024
Q4 2023
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
3.71K+ 11.4% |
$1.95M - $2.3M
|
36.2K
$28.2M
|
|
|
Apr 11, 2024
Q4 2023
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
3.71KNew |
$1.95M - $2.3M
|
3.71K
$2.89M
|
|
|
Jan 23, 2024
Q4 2023
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
3.68KNew |
$1.93M - $2.28M
|
3.68K
$2.87M
|
|
|
Feb 14, 2024
Q4 2023
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
3.67K+ 13.03% |
$1.93M - $2.27M
|
31.8K
$24.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
3.66KNew |
$1.92M - $2.27M
|
3.66K
$2.85M
|
|
|
Feb 12, 2024
Q4 2023
|
Alley Investment Management Company, LLC
|
BUY
|
- |
3.63K+ 52.11% |
$1.9M - $2.24M
|
10.6K
$8.24M
|
|
|
Feb 05, 2024
Q4 2023
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
3.59KNew |
$1.88M - $2.22M
|
3.59K
$2.79M
|
|
|
Feb 13, 2024
Q4 2023
|
Boussard & Gavaudan Investment Management LLP
London, X0 |
BUY
|
- |
3.58KNew |
$1.88M - $2.22M
|
3.58K
$2.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
3.57K+ 37.78% |
$1.87M - $2.21M
|
13K
$10.1M
|
|
|
Feb 21, 2024
Q4 2023
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
3.57K+ 61.94% |
$1.87M - $2.21M
|
9.33K
$7.26M
|
|
|
Jan 12, 2024
Q4 2023
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
3.53K+ 52.58% |
$1.85M - $2.18M
|
10.2K
$7.97M
|
|
|
Jan 23, 2024
Q4 2023
|
Iowa State Bank
|
BUY
|
- |
3.51K+ 310.88% |
$1.84M - $2.18M
|
4.64K
$3.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
3.51KNew |
$1.84M - $2.17M
|
3.51K
$2.73M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
3.48K+ 8.02% |
$1.83M - $2.15M
|
46.9K
$36.5M
|
|
|
Feb 12, 2024
Q4 2023
|
3 Chopt Investment Partners, LLC
Richmond, VA |
BUY
|
- |
3.48KNew |
$1.83M - $2.15M
|
3.48K
$2.71M
|
|
|
Feb 02, 2024
Q4 2023
|
Sycomore Asset Management
|
BUY
|
- |
3.46K+ 446.71% |
$1.82M - $2.14M
|
4.24K
$3.3M
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.4K+ 6.13% |
$1.79M - $2.11M
|
58.9K
$45.9M
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
3.39K+ 700.41% |
$1.78M - $2.1M
|
3.87K
$3.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
3.37K+ 8.68% |
$1.77M - $2.09M
|
42.2K
$32.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
BUY
|
- |
3.34K+ 2.57% |
$1.75M - $2.07M
|
133K
$104M
|
|
|
May 03, 2024
Q4 2023
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
3.32KNew |
$1.75M - $2.06M
|
3.32K
$2.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Sectoral Asset Management Inc
Montreal, A8 |
BUY
|
- |
3.3K+ 14.18% |
$1.73M - $2.04M
|
26.6K
$20.7M
|
|
|
Feb 09, 2024
Q4 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
3.29K+ 12.01% |
$1.73M - $2.04M
|
30.7K
$23.9M
|
|
|
Feb 12, 2024
Q4 2023
|
Blackhill Capital Inc
Morristown, NJ |
BUY
|
- |
3.29K+ 2.27% |
$1.73M - $2.04M
|
148K
$116M
|
|
|
Feb 13, 2024
Q4 2023
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
3.29K+ 700.0% |
$1.73M - $2.04M
|
3.76K
$2.93M
|
|
|
Feb 12, 2024
Q4 2023
|
Treasurer Of The State Of North Carolina
|
BUY
|
- |
3.25K+ 0.82% |
$1.71M - $2.01M
|
401K
$312M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
3.22K+ 4.42% |
$1.69M - $1.99M
|
76.2K
$59.3M
|
|
|
Feb 07, 2024
Q4 2023
|
Ieq Capital, LLC
|
BUY
|
- |
3.21K+ 7.66% |
$1.68M - $1.98M
|
45K
$35.1M
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
3.2KNew |
$1.68M - $1.98M
|
3.2K
$2.49M
|
|
|
Feb 06, 2024
Q4 2023
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
3.17KNew |
$1.66M - $1.96M
|
3.17K
$2.46M
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
3.14KNew |
$1.65M - $1.95M
|
3.14K
$2.45M
|
|
|
Feb 09, 2024
Q4 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.12K+ 21.58% |
$1.64M - $1.93M
|
17.6K
$13.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
3.09KNew |
$1.62M - $1.91M
|
3.09K
$2.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
3.08K+ 44.59% |
$1.62M - $1.91M
|
10K
$7.79M
|
|
|
Feb 12, 2024
Q4 2023
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
3KNew |
$1.58M - $1.86M
|
3K
$2.34M
|
|
|
Feb 14, 2024
Q4 2023
|
Integral Health Asset Management, LLC
|
BUY
|
- |
3K+ 12.0% |
$1.58M - $1.86M
|
28K
$21.8M
|
|
|
Feb 14, 2024
Q4 2023
|
Advanced Portfolio Management, LLC
New York, NY |
BUY
|
- |
2.98KNew |
$1.56M - $1.84M
|
2.98K
$2.32M
|
|
|
Jan 12, 2024
Q4 2023
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
2.97KNew |
$1.56M - $1.84M
|
2.97K
$2.31M
|
|
|
Feb 14, 2024
Q4 2023
|
Elo Mutual Pension Insurance CO
|
BUY
|
- |
2.91K+ 4.31% |
$1.53M - $1.8M
|
70.4K
$54.9M
|
|
|
Feb 12, 2024
Q4 2023
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
2.91K+ 563.25% |
$1.53M - $1.8M
|
3.43K
$2.67M
|
|
|
Feb 06, 2024
Q4 2023
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
2.9KNew |
$1.52M - $1.79M
|
2.9K
$2.26M
|
|
|
Jan 31, 2024
Q4 2023
|
Wright Investors Service Inc
|
BUY
|
- |
2.88KNew |
$1.51M - $1.78M
|
2.88K
$2.24M
|
|
|
Jan 05, 2024
Q4 2023
|
Exchange Traded Concepts, LLC
|
BUY
|
- |
2.85K+ 7.08% |
$1.5M - $1.77M
|
43.1K
$33.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Legacy Advisors, LLC
|
BUY
|
- |
2.81K+ 137.26% |
$1.47M - $1.74M
|
4.85K
$3.78M
|
|
|
Mar 19, 2024
Q4 2023
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
2.8KNew |
$1.47M - $1.74M
|
2.8K
$2.18M
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.76K+ 13.2% |
$1.45M - $1.71M
|
23.7K
$18.4M
|
|
|
Feb 13, 2024
Q4 2023
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
2.76KNew |
$1.45M - $1.71M
|
2.76K
$2.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2.76KNew |
$1.45M - $1.71M
|
2.76K
$2.15M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.75K+ 49.5% |
$1.44M - $1.7M
|
8.29K
$6.46M
|