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 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
932New |
$489K - $577K
|
932
$756K
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
918New |
$482K - $568K
|
918
$745K
|
|
|
Jan 29, 2024
Q4 2023
|
Graypoint LLC
|
BUY
|
- |
916+ 14.12% |
$481K - $567K
|
7.4K
$6.01M
|
|
|
Feb 01, 2024
Q4 2023
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
915New |
$481K - $567K
|
915
$742K
|
|
|
Feb 28, 2024
Q4 2023
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
915New |
$481K - $567K
|
915
$742K
|
|
|
Feb 12, 2024
Q4 2023
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
912New |
$479K - $565K
|
912
$740K
|
|
|
Jan 23, 2024
Q4 2023
|
Coastline Trust CO
|
BUY
|
- |
909+ 4.82% |
$477K - $563K
|
19.8K
$16M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
908+ 3.18% |
$477K - $562K
|
29.5K
$23.9M
|
|
|
Jan 12, 2024
Q4 2023
|
Lvw Advisors, LLC
|
BUY
|
- |
907+ 30.71% |
$476K - $562K
|
3.86K
$3.13M
|
|
|
Feb 13, 2024
Q4 2023
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
906+ 5.4% |
$476K - $561K
|
17.7K
$14.4M
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
905+ 6.06% |
$475K - $560K
|
15.8K
$12.8M
|
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
BUY
|
- |
901+ 10.66% |
$473K - $558K
|
9.36K
$7.59M
|
|
|
Jan 18, 2024
Q4 2023
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
900New |
$473K - $557K
|
900
$730K
|
|
|
Feb 14, 2024
Q4 2023
|
High Vista Strategies LLC
Boston, MA |
BUY
|
- |
900+ 64.29% |
$473K - $557K
|
2.3K
$1.87M
|
|
|
Feb 09, 2024
Q4 2023
|
Hilton Capital Management, LLC
|
BUY
|
- |
895+ 7.12% |
$470K - $554K
|
13.5K
$10.9M
|
|
|
Feb 08, 2024
Q4 2023
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
894New |
$470K - $554K
|
894
$725K
|
|
|
Feb 14, 2024
Q4 2023
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
894New |
$470K - $554K
|
894
$725K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
891+ 8.04% |
$468K - $552K
|
12K
$9.71M
|
|
|
Jan 26, 2024
Q4 2023
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
886New |
$465K - $549K
|
886
$719K
|
|
|
Jan 09, 2024
Q4 2023
|
Coho Partners, Ltd.
|
BUY
|
- |
884New |
$464K - $547K
|
884
$717K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
881+ 2.41% |
$463K - $545K
|
37.4K
$30.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Birinyi Associates Inc
|
BUY
|
- |
879+ 117.2% |
$462K - $544K
|
1.63K
$1.32M
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
878+ 24.81% |
$461K - $544K
|
4.42K
$3.58M
|
|
|
Feb 13, 2024
Q4 2023
|
Copperwynd Financial, LLC
|
BUY
|
- |
877+ 35.74% |
$461K - $543K
|
3.33K
$2.7M
|
|
|
Mar 14, 2024
Q4 2023
|
Yeomans Consulting Group, Inc.
Marietta, GA |
BUY
|
- |
876New |
$460K - $542K
|
876
$711K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
872+ 22.48% |
$458K - $540K
|
4.75K
$3.85M
|
|
|
Feb 13, 2024
Q4 2023
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
870New |
$457K - $539K
|
870
$706K
|
|
|
Feb 13, 2024
Q4 2023
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
BUY
|
- |
870New |
$457K - $539K
|
870
$706K
|
|
|
Jan 10, 2025
Q4 2023
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
870New |
$457K - $539K
|
870
$706K
|
|
|
Jan 31, 2024
Q4 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
868+ 36.73% |
$456K - $537K
|
3.23K
$2.62M
|
|
|
Feb 14, 2024
Q4 2023
|
Keudell
|
BUY
|
- |
868+ 23.18% |
$456K - $537K
|
4.61K
$3.74M
|
|
|
Feb 14, 2024
Q4 2023
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
863+ 0.59% |
$453K - $534K
|
147K
$119M
|
|
|
Feb 13, 2024
Q4 2023
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
851+ 7.73% |
$447K - $527K
|
11.9K
$9.62M
|
|
|
Feb 12, 2024
Q4 2023
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
848New |
$445K - $525K
|
848
$688K
|
|
|
Jan 29, 2024
Q4 2023
|
Wealth Effects LLC
|
BUY
|
- |
841+ 39.12% |
$442K - $521K
|
2.99K
$2.43M
|
|
|
Jan 30, 2024
Q4 2023
|
Sippican Capital Advisors
|
BUY
|
- |
841+ 21.92% |
$442K - $521K
|
4.68K
$3.79M
|
|
|
Feb 09, 2024
Q4 2023
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
839+ 3.79% |
$441K - $519K
|
23K
$18.6M
|
|
|
Feb 05, 2024
Q4 2023
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
836+ 0.67% |
$439K - $518K
|
126K
$103M
|
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
836New |
$439K - $518K
|
836
$678K
|
|
|
Feb 13, 2024
Q4 2023
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
835+ 94.56% |
$439K - $517K
|
1.72K
$1.39M
|
|
|
Jan 24, 2024
Q4 2023
|
Private Trust CO Na
|
BUY
|
- |
834+ 8.07% |
$438K - $516K
|
11.2K
$9.06M
|
|
|
Jan 23, 2024
Q4 2023
|
Gam Holding Ag
|
BUY
|
- |
833+ 5.86% |
$437K - $516K
|
15K
$12.2M
|
|
|
Jan 24, 2024
Q4 2023
|
Retireful, LLC
|
BUY
|
- |
831+ 28.84% |
$436K - $514K
|
3.71K
$3.01M
|
|
|
Jan 23, 2024
Q4 2023
|
Arcus Capital Partners, LLC
|
BUY
|
- |
827New |
$434K - $512K
|
827
$671K
|
|
|
Jan 17, 2024
Q4 2023
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
825New |
$433K - $511K
|
825
$669K
|
|
|
Feb 13, 2024
Q4 2023
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
825New |
$433K - $511K
|
825
$669K
|
|
|
Jan 23, 2024
Q4 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
818+ 103.02% |
$430K - $506K
|
1.61K
$1.31M
|
|
|
Jan 29, 2024
Q4 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
818+ 0.79% |
$430K - $506K
|
104K
$84.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
815+ 3.89% |
$428K - $505K
|
21.8K
$17.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
810+ 6.93% |
$425K - $501K
|
12.5K
$10.1M
|