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 07, 2024
Q4 2023
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
1.14K+ 42.12% |
$598K - $705K
|
3.84K
$2.95M
|
|
|
Jan 30, 2024
Q4 2023
|
Klcm Advisors, Inc.
|
BUY
|
- |
1.14K+ 17.01% |
$597K - $704K
|
7.82K
$6M
|
|
|
Feb 14, 2024
Q4 2023
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
1.13K+ 233.82% |
$592K - $698K
|
1.61K
$1.23M
|
|
|
Jan 11, 2024
Q4 2023
|
Advisory Resource Group
|
BUY
|
- |
1.12K+ 182.68% |
$587K - $692K
|
1.73K
$1.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
1.11K+ 11.89% |
$583K - $687K
|
10.4K
$8.01M
|
|
|
Feb 13, 2024
Q4 2023
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
1.11K+ 20.18% |
$582K - $686K
|
6.6K
$5.06M
|
|
|
Feb 09, 2024
Q4 2023
|
Assetmark, Inc
|
BUY
|
- |
1.09K+ 2.78% |
$574K - $676K
|
40.4K
$31M
|
|
|
Feb 14, 2024
Q4 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
1.09K+ 62.32% |
$570K - $672K
|
2.83K
$2.17M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.08K+ 2.92% |
$569K - $671K
|
38.1K
$29.2M
|
|
|
Feb 13, 2024
Q4 2023
|
Morton Community Bank
East Peoria, IL |
BUY
|
- |
1.08KNew |
$567K - $669K
|
1.08K
$828K
|
|
|
Feb 14, 2024
Q4 2023
|
Lantern Wealth Advisors, LLC
Melville, NY |
BUY
|
- |
1.07KNew |
$562K - $662K
|
1.07K
$820K
|
|
|
Jan 23, 2024
Q4 2023
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.07K+ 8.4% |
$561K - $662K
|
13.8K
$10.6M
|
|
|
Feb 09, 2024
Q4 2023
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.07K+ 22.04% |
$561K - $661K
|
5.91K
$4.53M
|
|
|
Jan 23, 2024
Q4 2023
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.07K+ 194.35% |
$560K - $661K
|
1.62K
$1.24M
|
|
|
Jan 18, 2024
Q4 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.07K+ 5.54% |
$559K - $659K
|
20.3K
$15.6M
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.06K+ 25.75% |
$558K - $658K
|
5.19K
$3.98M
|
|
|
Jan 09, 2024
Q4 2023
|
Wedmont Private Capital
|
BUY
|
- |
1.06K+ 10.47% |
$557K - $657K
|
11.2K
$8.58M
|
|
|
Feb 14, 2024
Q4 2023
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
1.05KNew |
$552K - $651K
|
1.05K
$806K
|
|
|
Jan 04, 2024
Q4 2023
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
1.05K+ 3.89% |
$549K - $648K
|
27.9K
$21.4M
|
|
|
Feb 06, 2024
Q4 2023
|
New England Research & Management, Inc.
|
BUY
|
- |
1.05K+ 61.83% |
$549K - $647K
|
2.74K
$2.1M
|
|
|
Feb 06, 2024
Q4 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
1.04K+ 88.31% |
$548K - $646K
|
2.22K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
1.03KNew |
$542K - $639K
|
1.03K
$791K
|
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
BUY
|
- |
1.03K+ 244.66% |
$541K - $638K
|
1.45K
$1.11M
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
1.02KNew |
$536K - $632K
|
1.02K
$782K
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.02K+ 61.5% |
$535K - $631K
|
2.68K
$2.05M
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
1.02KNew |
$534K - $630K
|
1.02K
$780K
|
|
|
Feb 15, 2024
Q4 2023
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
1.01KNew |
$531K - $627K
|
1.01K
$776K
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
1.01KNew |
$531K - $626K
|
1.01K
$775K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1.01K+ 53.0% |
$529K - $623K
|
2.91K
$2.23M
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.01K+ 21.24% |
$528K - $623K
|
5.74K
$4.4M
|
|
|
Jan 22, 2024
Q4 2023
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
1KNew |
$526K - $620K
|
1K
$768K
|
|
|
Feb 12, 2024
Q4 2023
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
1KNew |
$526K - $620K
|
1K
$767K
|
|
|
Jan 12, 2024
Q4 2023
|
Ls Investment Advisors, LLC
|
BUY
|
- |
1K+ 72.2% |
$525K - $619K
|
2.39K
$1.83M
|
|
|
Feb 08, 2024
Q4 2023
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
1KNew |
$525K - $619K
|
1K
$767K
|
|
|
Feb 09, 2024
Q4 2023
|
Artal Group S.A.
Luxembourg, N4 |
BUY
|
- |
1KNew |
$525K - $619K
|
1K
$767K
|
|
|
Feb 14, 2024
Q4 2023
|
Miura Global Management, LLC
New York, NY |
BUY
|
- |
1K+ 6.67% |
$525K - $619K
|
16K
$12.3M
|
|
|
Jan 18, 2024
Q4 2023
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
999+ 8.24% |
$525K - $619K
|
13.1K
$10.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
997+ 17.84% |
$524K - $617K
|
6.58K
$5.05M
|
|
|
Feb 06, 2024
Q4 2023
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
988+ 66.09% |
$519K - $612K
|
2.48K
$1.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
979New |
$514K - $606K
|
979
$751K
|
|
|
Feb 13, 2024
Q4 2023
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
978New |
$514K - $606K
|
978
$750K
|
|
|
Feb 14, 2024
Q4 2023
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
977New |
$513K - $605K
|
977
$749K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
971+ 30.59% |
$510K - $601K
|
4.15K
$3.18M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
966+ 5.51% |
$507K - $598K
|
18.5K
$14.2M
|
|
|
Jan 25, 2024
Q4 2023
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
959New |
$504K - $594K
|
959
$735K
|
|
|
Jan 24, 2024
Q4 2023
|
Grimes & Company, Inc.
|
BUY
|
- |
952+ 24.24% |
$500K - $589K
|
4.88K
$3.74M
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
945+ 99.16% |
$496K - $585K
|
1.9K
$1.46M
|
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
933+ 2.67% |
$490K - $578K
|
35.9K
$27.5M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
932New |
$489K - $577K
|
932
$714K
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
918New |
$482K - $568K
|
918
$704K
|