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 12, 2024
Q4 2023
|
Stablepoint Partners, LLC
Braintree, MA |
BUY
|
- |
2.76KNew |
$1.45M - $1.71M
|
2.76K
$2.27M
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.75K+ 49.5% |
$1.44M - $1.7M
|
8.29K
$6.81M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
2.74KNew |
$1.44M - $1.7M
|
2.74K
$2.25M
|
|
|
Feb 07, 2024
Q4 2023
|
Quotient Wealth Partners, LLC
Houston, TX |
BUY
|
- |
2.73KNew |
$1.44M - $1.69M
|
2.73K
$2.25M
|
|
|
Jan 08, 2024
Q4 2023
|
First Hawaiian Bank
|
BUY
|
- |
2.73K+ 32.59% |
$1.43M - $1.69M
|
11.1K
$9.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
2.72KNew |
$1.43M - $1.69M
|
2.72K
$2.24M
|
|
|
May 14, 2024
Q4 2023
|
Vgi Partners LTD
Sydney, Nsw, C3 |
BUY
|
- |
2.72K+ 108.35% |
$1.43M - $1.69M
|
5.24K
$4.3M
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.7K+ 3.86% |
$1.42M - $1.67M
|
72.7K
$59.7M
|
|
|
Feb 08, 2024
Q4 2023
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
2.7K+ 46.01% |
$1.42M - $1.67M
|
8.55K
$7.03M
|
|
|
Feb 12, 2024
Q4 2023
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
2.68KNew |
$1.41M - $1.66M
|
2.68K
$2.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Lummis Asset Management, LP
Fort Worth, TX |
BUY
|
- |
2.67KNew |
$1.4M - $1.66M
|
2.67K
$2.2M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
2.67K+ 16.47% |
$1.4M - $1.65M
|
18.9K
$15.5M
|
|
|
Jan 24, 2024
Q4 2023
|
Callahan Advisors, LLC
|
BUY
|
- |
2.66K+ 34.23% |
$1.4M - $1.65M
|
10.4K
$8.58M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.64K+ 6.5% |
$1.39M - $1.64M
|
43.3K
$35.6M
|
|
|
Apr 09, 2024
Q4 2023
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
2.62KNew |
$1.38M - $1.62M
|
2.62K
$2.15M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
2.61K+ 14.85% |
$1.37M - $1.62M
|
20.2K
$16.6M
|
|
|
Feb 05, 2024
Q4 2023
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
2.57K+ 86.32% |
$1.35M - $1.59M
|
5.56K
$4.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
2.56KNew |
$1.34M - $1.58M
|
2.56K
$2.1M
|
|
|
Jan 08, 2024
Q4 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
2.55K+ 85.03% |
$1.34M - $1.58M
|
5.55K
$4.56M
|
|
|
Feb 09, 2024
Q4 2023
|
Dynamic Technology Lab Private LTD
Singapore, U0 |
BUY
|
- |
2.55K+ 148.92% |
$1.34M - $1.58M
|
4.26K
$3.5M
|
|
|
Jan 22, 2024
Q4 2023
|
Alta Capital Management LLC
|
BUY
|
- |
2.5KNew |
$1.31M - $1.55M
|
2.5K
$2.05M
|
|
|
Feb 14, 2024
Q4 2023
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
2.49K+ 39.18% |
$1.31M - $1.54M
|
8.84K
$7.26M
|
|
|
Jan 22, 2024
Q4 2023
|
Perfromance Wealth Partners, LLC
|
BUY
|
- |
2.48K+ 16.64% |
$1.3M - $1.54M
|
17.4K
$14.3M
|
|
|
Feb 02, 2024
Q4 2023
|
Wisconsin Capital Management LLC
|
BUY
|
- |
2.48K+ 51.72% |
$1.3M - $1.53M
|
7.27K
$5.97M
|
|
|
Feb 12, 2024
Q4 2023
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
2.46K+ 154.77% |
$1.29M - $1.53M
|
4.06K
$3.33M
|
|
|
Apr 10, 2024
Q4 2023
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
2.44KNew |
$1.28M - $1.51M
|
2.44K
$2.01M
|
|
|
Feb 14, 2024
Q4 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
2.44K+ 28.32% |
$1.28M - $1.51M
|
11.1K
$9.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.43K+ 107.46% |
$1.28M - $1.51M
|
4.7K
$3.86M
|
|
|
Feb 05, 2024
Q4 2023
|
Veriti Management LLC
|
BUY
|
- |
2.43K+ 18.8% |
$1.28M - $1.51M
|
15.4K
$12.6M
|
|
|
Feb 12, 2024
Q4 2023
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
2.43KNew |
$1.28M - $1.5M
|
2.43K
$2M
|
|
|
Feb 13, 2024
Q4 2023
|
Prudential PLC
London, England, X0 |
BUY
|
- |
2.43K+ 5.0% |
$1.27M - $1.5M
|
50.9K
$41.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
2.42KNew |
$1.27M - $1.5M
|
2.42K
$1.99M
|
|
|
Feb 14, 2024
Q4 2023
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
2.41KNew |
$1.27M - $1.49M
|
2.41K
$1.98M
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
2.37K+ 93.75% |
$1.24M - $1.47M
|
4.9K
$4.02M
|
|
|
Jan 19, 2024
Q4 2023
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
BUY
|
- |
2.37K+ 3.47% |
$1.24M - $1.47M
|
70.7K
$58M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.35K+ 44.39% |
$1.23M - $1.45M
|
7.64K
$6.28M
|
|
|
Feb 14, 2024
Q4 2023
|
Blue Crest Capital Management LTD
St Helier, Y9 |
BUY
|
- |
2.35K+ 62.66% |
$1.23M - $1.45M
|
6.1K
$5.01M
|
|
|
Jan 24, 2024
Q4 2023
|
Arlington Trust CO LLC
Birmingham, AL |
BUY
|
- |
2.33K+ 509.41% |
$1.22M - $1.44M
|
2.79K
$2.29M
|
|
|
Feb 08, 2024
Q4 2023
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
BUY
|
- |
2.3KNew |
$1.21M - $1.42M
|
2.3K
$1.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
2.3KNew |
$1.21M - $1.42M
|
2.3K
$1.89M
|
|
|
Jan 31, 2024
Q4 2023
|
Criterion Capital Advisors, LLC
Nashville, TN |
BUY
|
- |
2.3KNew |
$1.21M - $1.42M
|
2.3K
$1.89M
|
|
|
Feb 13, 2024
Q4 2023
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
2.29KNew |
$1.2M - $1.42M
|
2.29K
$1.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.26K+ 35.34% |
$1.19M - $1.4M
|
8.64K
$7.1M
|
|
|
Feb 08, 2024
Q4 2023
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
2.25K+ 10.31% |
$1.18M - $1.4M
|
24.1K
$19.8M
|
|
|
Feb 01, 2024
Q4 2023
|
Duality Advisers, LP
Miami, FL |
BUY
|
- |
2.25K+ 26.44% |
$1.18M - $1.39M
|
10.8K
$8.85M
|
|
|
Jan 11, 2024
Q4 2023
|
West Coast Financial LLC
|
BUY
|
- |
2.25KNew |
$1.18M - $1.39M
|
2.25K
$1.85M
|
|
|
Feb 14, 2024
Q4 2023
|
Decatur Capital Management, Inc.
Decatur, GA |
BUY
|
- |
2.23K+ 40.38% |
$1.17M - $1.38M
|
7.76K
$6.38M
|
|
|
Jan 29, 2024
Q4 2023
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
2.21KNew |
$1.16M - $1.37M
|
2.21K
$1.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
2.2K+ 56.76% |
$1.16M - $1.36M
|
6.09K
$5M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
2.2K+ 7.62% |
$1.16M - $1.36M
|
31.1K
$25.5M
|