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 |
|---|---|---|---|---|---|---|---|
|
Apr 19, 2024
Q1 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
1.34K+ 45.68% |
$792K - $1.06M
|
4.26K
$3.22M
|
|
|
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
$1.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
1.33K+ 59.73% |
$789K - $1.06M
|
3.56K
$2.69M
|
|
|
Jul 17, 2024
Q1 2024
|
Inscription Capital, LLC
Houston, TX |
BUY
|
- |
1.31KNew |
$773K - $1.03M
|
1.31K
$985K
|
|
|
May 13, 2024
Q1 2024
|
Gratus Capital LLC
|
BUY
|
- |
1.31K+ 42.3% |
$773K - $1.03M
|
4.39K
$3.31M
|
|
|
May 15, 2024
Q1 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.31K+ 36.86% |
$773K - $1.03M
|
4.85K
$3.65M
|
|
|
May 10, 2024
Q1 2024
|
Rockport Wealth LLC
Fairview Park, OH |
BUY
|
- |
1.3KNew |
$772K - $1.03M
|
1.3K
$983K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
1.3K+ 3.12% |
$770K - $1.03M
|
43K
$32.4M
|
|
|
May 10, 2024
Q1 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
1.29K+ 277.85% |
$765K - $1.02M
|
1.76K
$1.33M
|
|
|
Apr 24, 2024
Q1 2024
|
Western Financial Corp/Ca
San Diego, CA |
BUY
|
- |
1.27K+ 47.4% |
$754K - $1.01M
|
3.96K
$2.99M
|
|
|
May 02, 2024
Q1 2024
|
Chase Investment Counsel Corp
|
BUY
|
- |
1.27KNew |
$750K - $1M
|
1.27K
$955K
|
|
|
Apr 26, 2024
Q1 2024
|
Cavalier Investments, LLC
|
BUY
|
- |
1.26K+ 31.78% |
$749K - $1M
|
5.24K
$3.95M
|
|
|
May 14, 2024
Q1 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
1.26KNew |
$747K - $999K
|
1.26K
$951K
|
|
|
Apr 10, 2024
Q1 2024
|
Gunderson Capital Management Inc.
|
BUY
|
- |
1.25K+ 6.68% |
$738K - $988K
|
19.9K
$15M
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.24K+ 7.07% |
$735K - $983K
|
18.8K
$14.2M
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
BUY
|
- |
1.24K+ 263.62% |
$734K - $982K
|
1.71K
$1.29M
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
1.22K+ 17.62% |
$724K - $968K
|
8.16K
$6.15M
|
|
|
Apr 15, 2024
Q1 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
1.21K+ 54.79% |
$718K - $961K
|
3.43K
$2.59M
|
|
|
Apr 11, 2024
Q1 2024
|
Gulf International Bank (Uk) LTD
|
BUY
|
- |
1.21K+ 1.79% |
$717K - $959K
|
68.7K
$51.8M
|
|
|
May 15, 2024
Q1 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
1.21K+ 217.45% |
$716K - $958K
|
1.77K
$1.33M
|
|
|
May 15, 2024
Q1 2024
|
Al Ti Global, Inc.
New York, NY |
BUY
|
- |
1.19K+ 19.8% |
$706K - $944K
|
7.21K
$5.44M
|
|
|
May 14, 2024
Q1 2024
|
Next Capital Management LLC
|
BUY
|
- |
1.17KNew |
$692K - $926K
|
1.17K
$882K
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.17K+ 1.12% |
$690K - $923K
|
106K
$79.7M
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
1.16K+ 9.21% |
$687K - $919K
|
13.8K
$10.4M
|
|
|
May 03, 2024
Q1 2024
|
Idaho Trust Bank
Boise, ID |
BUY
|
- |
1.16KNew |
$686K - $918K
|
1.16K
$874K
|
|
|
Apr 26, 2024
Q1 2024
|
Coastline Trust CO
|
BUY
|
- |
1.15K+ 5.82% |
$681K - $911K
|
20.9K
$15.8M
|
|
|
May 13, 2024
Q1 2024
|
Magellan Asset Management LTD
Sydney, C3 |
BUY
|
- |
1.15KNew |
$681K - $911K
|
1.15K
$868K
|
|
|
May 15, 2024
Q1 2024
|
Btg Pactual Global Asset Management LTD
New York, NY |
BUY
|
- |
1.15KNew |
$679K - $908K
|
1.15K
$864K
|
|
|
May 02, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
1.14K+ 32.63% |
$677K - $906K
|
4.65K
$3.51M
|
|
|
Apr 29, 2024
Q1 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
BUY
|
- |
1.14KNew |
$676K - $905K
|
1.14K
$861K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Finance, LLC
|
BUY
|
- |
1.14K+ 4.13% |
$674K - $902K
|
28.7K
$21.6M
|
|
|
May 14, 2024
Q1 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1.13K+ 12.43% |
$671K - $898K
|
10.3K
$7.73M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.13K+ 3.83% |
$669K - $894K
|
30.6K
$23.1M
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
1.12K+ 2.16% |
$666K - $891K
|
53K
$40M
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
1.12K+ 46.72% |
$662K - $886K
|
3.51K
$2.65M
|
|
|
May 07, 2024
Q1 2024
|
Tufton Capital Management
|
BUY
|
- |
1.12K+ 47.77% |
$661K - $884K
|
3.45K
$2.6M
|
|
|
May 13, 2024
Q1 2024
|
Rafferty Asset Management, LLC
New York, NY |
BUY
|
- |
1.1K+ 1.35% |
$653K - $874K
|
83K
$62.6M
|
|
|
Apr 12, 2024
Q1 2024
|
Hudson Valley Investment Advisors Inc
|
BUY
|
- |
1.1K+ 2.19% |
$652K - $872K
|
51.4K
$38.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.1K+ 2.93% |
$652K - $872K
|
38.7K
$29.2M
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
1.1K+ 0.56% |
$651K - $872K
|
198K
$149M
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
1.1K+ 7.0% |
$649K - $868K
|
16.7K
$12.6M
|
|
|
Apr 08, 2024
Q1 2024
|
Emprise Bank
Wichita, KS |
BUY
|
- |
1.08KNew |
$642K - $859K
|
1.08K
$818K
|
|
|
May 29, 2024
Q1 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
1.08KNew |
$638K - $853K
|
1.08K
$812K
|
|
|
May 15, 2024
Q1 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
1.07K+ 202.07% |
$635K - $850K
|
1.6K
$1.21M
|
|
|
May 14, 2024
Q1 2024
|
Fayez Sarofim & CO
Houston, TX |
BUY
|
- |
1.07K+ 0.35% |
$635K - $849K
|
306K
$231M
|
|
|
May 13, 2024
Q1 2024
|
Jsf Financial, LLC
|
BUY
|
- |
1.07K+ 115.73% |
$632K - $845K
|
1.99K
$1.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Bremer Bank National Association
|
BUY
|
- |
1.07K+ 8.53% |
$631K - $845K
|
13.6K
$10.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.06K+ 124.07% |
$629K - $841K
|
1.92K
$1.45M
|
|
|
Apr 19, 2024
Q1 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.06K+ 70.64% |
$628K - $841K
|
2.56K
$1.93M
|