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 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.04K+ 90.83% |
$616K - $824K
|
2.19K
$1.64M
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.04K+ 12.9% |
$614K - $822K
|
9.08K
$6.81M
|
|
|
May 13, 2024
Q1 2024
|
Point Break Capital Management, LLC
Miami, FL |
BUY
|
- |
1.04K+ 75.9% |
$614K - $821K
|
2.4K
$1.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.03K+ 7.71% |
$612K - $819K
|
14.5K
$10.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Cohen Investment Advisors LLC
|
BUY
|
- |
1.03K+ 9.89% |
$612K - $818K
|
11.5K
$8.61M
|
|
|
May 14, 2024
Q1 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
1.03K+ 131.46% |
$609K - $814K
|
1.81K
$1.36M
|
|
|
Apr 16, 2024
Q1 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.03K+ 23.49% |
$608K - $814K
|
5.4K
$4.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
1.03K+ 743.48% |
$608K - $813K
|
1.16K
$873K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.03K+ 33.9% |
$607K - $812K
|
4.05K
$3.04M
|
|
|
May 10, 2024
Q1 2024
|
Harvey Capital Management Inc
|
BUY
|
- |
1.03KNew |
$607K - $812K
|
1.03K
$769K
|
|
|
May 01, 2024
Q1 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
1.02KNew |
$602K - $806K
|
1.02K
$763K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
1.01K+ 26.96% |
$600K - $803K
|
4.77K
$3.58M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.01K+ 50.47% |
$599K - $801K
|
3.01K
$2.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Sivik Global Healthcare LLC
Greenwich, CT |
BUY
|
- |
1K+ 6.67% |
$592K - $792K
|
16K
$12M
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
1K+ 227.27% |
$592K - $792K
|
1.44K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
997+ 4.34% |
$590K - $790K
|
24K
$18M
|
|
|
Apr 18, 2024
Q1 2024
|
Riverwater Partners LLC
|
BUY
|
- |
995New |
$589K - $788K
|
995
$746K
|
|
|
May 10, 2024
Q1 2024
|
Magnolia Wealth Management, LLC
|
BUY
|
- |
992New |
$587K - $786K
|
992
$744K
|
|
|
Apr 18, 2024
Q1 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
988+ 39.28% |
$585K - $783K
|
3.5K
$2.63M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
BUY
|
- |
987+ 27.09% |
$585K - $782K
|
4.63K
$3.47M
|
|
|
Apr 25, 2024
Q1 2024
|
Friedenthal Financial
|
BUY
|
- |
984+ 1312.0% |
$583K - $780K
|
1.06K
$794K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
982+ 10.09% |
$582K - $778K
|
10.7K
$8.03M
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
981+ 4.14% |
$581K - $777K
|
24.7K
$18.5M
|
|
|
May 10, 2024
Q1 2024
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
BUY
|
- |
966New |
$572K - $765K
|
966
$724K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
965+ 27.2% |
$571K - $765K
|
4.51K
$3.38M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
963+ 174.14% |
$570K - $763K
|
1.52K
$1.14M
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
960+ 16.42% |
$569K - $761K
|
6.81K
$5.1M
|
|
|
May 10, 2024
Q1 2024
|
Commerzbank Aktiengesellschaft
|
BUY
|
- |
959+ 33.0% |
$568K - $760K
|
3.87K
$2.9M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
954+ 47.37% |
$565K - $756K
|
2.97K
$2.23M
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
952+ 14.16% |
$564K - $754K
|
7.68K
$5.76M
|
|
|
Apr 25, 2024
Q1 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
951+ 26.75% |
$563K - $753K
|
4.51K
$3.38M
|
|
|
May 15, 2024
Q1 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
950New |
$563K - $753K
|
950
$712K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
933+ 22.15% |
$553K - $739K
|
5.15K
$3.86M
|
|
|
May 14, 2024
Q1 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
925New |
$548K - $733K
|
925
$694K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
923+ 29.91% |
$547K - $731K
|
4.01K
$3.01M
|
|
|
May 09, 2024
Q1 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
918New |
$544K - $727K
|
918
$688K
|
|
|
May 15, 2024
Q1 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
916+ 18.88% |
$542K - $726K
|
5.77K
$4.33M
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
BUY
|
- |
906+ 40.37% |
$537K - $718K
|
3.15K
$2.36M
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
900New |
$533K - $713K
|
900
$675K
|
|
|
May 13, 2024
Q1 2024
|
Bochk Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
900+ 8.14% |
$533K - $713K
|
12K
$8.96M
|
|
|
May 08, 2024
Q1 2024
|
Xr Securities LLC
|
BUY
|
- |
897+ 196.71% |
$531K - $711K
|
1.35K
$1.01M
|
|
|
May 15, 2024
Q1 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
897New |
$531K - $711K
|
897
$673K
|
|
|
Apr 30, 2024
Q1 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
896+ 26.91% |
$531K - $710K
|
4.23K
$3.17M
|
|
|
May 10, 2024
Q1 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
895+ 36.85% |
$530K - $709K
|
3.32K
$2.49M
|
|
|
Apr 26, 2024
Q1 2024
|
Horizon Financial Services, LLC
|
BUY
|
- |
890New |
$527K - $705K
|
890
$667K
|
|
|
Apr 16, 2024
Q1 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
880+ 5.68% |
$521K - $697K
|
16.4K
$12.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
879+ 25.49% |
$521K - $696K
|
4.33K
$3.25M
|
|
|
May 15, 2024
Q1 2024
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
874New |
$518K - $692K
|
874
$655K
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
871+ 16.71% |
$516K - $690K
|
6.08K
$4.56M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
870+ 3.29% |
$515K - $689K
|
27.3K
$20.5M
|