Institutional Owners for LLY
Institution Class Position Value Shares Portfolio Percentage (%) Previous Percentage (%) Shares Delta Shares Delta (%) Period of Report
MERIDIAN WEALTH ADVISORS LLC COM 1401 $4,178,928 7,169 0.00 0.00 2 0.03 12-31-2023
EXENCIAL WEALTH ADVISORS LLC COM 1402 $3,849,963 7,168 0.00 0.00 -656 -8.38 09-30-2023
DESJARDINS GLOBAL ASSET MANAGEMENT INC Common Stock 1403 $4,166,882 7,147 0.00 0.00 -1,765 -19.80 12-31-2023
FIDUCIARY GROUP LLC COM 1404 $4,162,049 7,140 0.00 0.00 -150 -2.06 12-31-2023
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