Purchases and Sales Made in Q1 2024 in Eli Lilly & CO (LLY)
This table provides information about the institutional ownership of Eli Lilly & CO (LLY) during Q1 2024. 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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Capital Management Associates
New York, NY |
BUY
|
- |
1.6KNew |
$948K - $1.27M
|
1.6K
$1.2M
|
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
1.59KNew |
$943K - $1.26M
|
1.59K
$1.19M
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.58K+ 22.84% |
$936K - $1.25M
|
8.5K
$6.37M
|
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.58K+ 28.44% |
$936K - $1.25M
|
7.14K
$5.35M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
1.58K+ 32.02% |
$936K - $1.25M
|
6.52K
$4.89M
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
1.57K+ 297.53% |
$929K - $1.24M
|
2.1K
$1.57M
|
|
|
May 14, 2024
Q1 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
1.56K+ 8.8% |
$922K - $1.23M
|
19.3K
$14.4M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
1.55K+ 6.48% |
$920K - $1.23M
|
25.5K
$19.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.55K+ 6.16% |
$916K - $1.22M
|
26.6K
$20M
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
1.54K+ 109.05% |
$913K - $1.22M
|
2.96K
$2.22M
|
|
|
May 13, 2024
Q1 2024
|
Crewe Advisors LLC
|
BUY
|
- |
1.53KNew |
$907K - $1.21M
|
1.53K
$1.15M
|
|
|
May 14, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
1.53K+ 6.17% |
$907K - $1.21M
|
26.3K
$19.8M
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
1.53KNew |
$905K - $1.21M
|
1.53K
$1.15M
|
|
|
May 02, 2024
Q1 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
1.52K+ 18.74% |
$900K - $1.2M
|
9.63K
$7.22M
|
|
|
May 15, 2024
Q1 2024
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
1.51KNew |
$894K - $1.2M
|
1.51K
$1.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
1.51K+ 171.8% |
$891K - $1.19M
|
2.38K
$1.79M
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.51K+ 36.69% |
$891K - $1.19M
|
5.61K
$4.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Connective Portfolio Management, LLC
|
BUY
|
- |
1.5KNew |
$888K - $1.19M
|
1.5K
$1.12M
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
1.5K+ 167.97% |
$888K - $1.19M
|
2.39K
$1.79M
|
|
|
May 13, 2024
Q1 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.5K+ 6.22% |
$888K - $1.19M
|
25.6K
$19.2M
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.5K+ 6.42% |
$887K - $1.19M
|
24.8K
$18.6M
|
|
|
May 15, 2024
Q1 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
1.5KNew |
$885K - $1.18M
|
1.5K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
1.48K+ 16.79% |
$879K - $1.18M
|
10.3K
$7.74M
|
|
|
May 01, 2024
Q1 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
BUY
|
- |
1.48K+ 29.28% |
$877K - $1.17M
|
6.54K
$4.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.48K+ 20.46% |
$874K - $1.17M
|
8.69K
$6.52M
|
|
|
May 02, 2024
Q1 2024
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.47KNew |
$869K - $1.16M
|
1.47K
$1.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
1.46K+ 30.03% |
$863K - $1.15M
|
6.31K
$4.73M
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.46K+ 31.38% |
$862K - $1.15M
|
6.09K
$4.57M
|
|
|
Apr 11, 2024
Q1 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
1.44K+ 10.45% |
$854K - $1.14M
|
15.2K
$11.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
1.43K+ 7.48% |
$846K - $1.13M
|
20.5K
$15.4M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
1.42K+ 2.89% |
$842K - $1.13M
|
50.6K
$38M
|
|
|
May 15, 2024
Q1 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
1.41K+ 4155.88% |
$837K - $1.12M
|
1.45K
$1.09M
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
1.4K+ 86.91% |
$830K - $1.11M
|
3.01K
$2.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.4K+ 12.78% |
$829K - $1.11M
|
12.4K
$9.27M
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.4K+ 28.52% |
$827K - $1.11M
|
6.3K
$4.72M
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.4K+ 29.63% |
$826K - $1.11M
|
6.1K
$4.58M
|
|
|
May 01, 2024
Q1 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
1.39K+ 59.77% |
$823K - $1.1M
|
3.71K
$2.78M
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
1.36K+ 10.57% |
$803K - $1.07M
|
14.2K
$10.6M
|
|
|
May 13, 2024
Q1 2024
|
Rossmore Private Capital
Glastonbury, CT |
BUY
|
- |
1.36K+ 7.79% |
$802K - $1.07M
|
18.8K
$14.1M
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.34K+ 6.74% |
$796K - $1.06M
|
21.3K
$16M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.34K+ 3.91% |
$795K - $1.06M
|
35.7K
$26.8M
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.34K+ 276.91% |
$795K - $1.06M
|
1.83K
$1.37M
|
|
|
May 06, 2024
Q1 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
1.34K+ 22.64% |
$795K - $1.06M
|
7.27K
$5.45M
|
|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.34K+ 45.68% |
$792K - $1.06M
|
4.26K
$3.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Usa Financial Portformulas Corp
Ada, MI |
BUY
|
- |
1.34K+ 13350.0% |
$791K - $1.06M
|
1.35K
$1.01M
|
|
|
Apr 17, 2024
Q1 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
1.33KNew |
$790K - $1.06M
|
1.33K
$1M
|
|
|
Apr 29, 2024
Q1 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
1.33K+ 59.73% |
$789K - $1.06M
|
3.56K
$2.67M
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.31KNew |
$773K - $1.03M
|
1.31K
$979K
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.31K+ 42.3% |
$773K - $1.03M
|
4.39K
$3.29M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.31K+ 36.86% |
$773K - $1.03M
|
4.85K
$3.63M
|