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 24, 2024
Q1 2024
|
Argus Investors' Counsel, Inc.
|
BUY
|
- |
740+ 10.82% |
$438K - $586K
|
7.58K
$6.4M
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
738+ 163.64% |
$437K - $585K
|
1.19K
$1M
|
|
|
May 13, 2024
Q1 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
736+ 66.79% |
$436K - $583K
|
1.84K
$1.55M
|
|
|
Apr 16, 2024
Q1 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
723+ 7.06% |
$428K - $573K
|
11K
$9.26M
|
|
|
May 15, 2024
Q1 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
723+ 3.83% |
$428K - $573K
|
19.6K
$16.6M
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
717+ 63.96% |
$425K - $568K
|
1.84K
$1.55M
|
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
716+ 4.96% |
$424K - $567K
|
15.2K
$12.8M
|
|
|
May 13, 2024
Q1 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
716New |
$424K - $567K
|
716
$604K
|
|
|
May 13, 2024
Q1 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
713+ 21.79% |
$422K - $565K
|
3.99K
$3.36M
|
|
|
May 15, 2024
Q1 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
701+ 6.72% |
$415K - $555K
|
11.1K
$9.4M
|
|
|
May 15, 2024
Q1 2024
|
Peterson Wealth Management
|
BUY
|
- |
700+ 25.1% |
$415K - $555K
|
3.49K
$2.95M
|
|
|
May 15, 2024
Q1 2024
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
- |
700New |
$415K - $555K
|
700
$591K
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
700+ 13.61% |
$415K - $555K
|
5.84K
$4.93M
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
698+ 14.87% |
$413K - $553K
|
5.39K
$4.55M
|
|
|
May 14, 2024
Q1 2024
|
Gabelli Funds LLC
Rye, NY |
BUY
|
- |
698+ 0.55% |
$413K - $553K
|
128K
$108M
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
693+ 42.23% |
$410K - $549K
|
2.33K
$1.97M
|
|
|
May 13, 2024
Q1 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
688+ 43.85% |
$407K - $545K
|
2.26K
$1.91M
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
681+ 87.08% |
$403K - $540K
|
1.46K
$1.24M
|
|
|
May 14, 2024
Q1 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
679+ 52.55% |
$402K - $538K
|
1.97K
$1.66M
|
|
|
Apr 30, 2024
Q1 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
674+ 6.02% |
$399K - $534K
|
11.9K
$10M
|
|
|
Apr 18, 2024
Q1 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
668+ 18.3% |
$396K - $529K
|
4.32K
$3.65M
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
BUY
|
- |
666+ 2.54% |
$394K - $528K
|
26.9K
$22.7M
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
664+ 22.55% |
$393K - $526K
|
3.61K
$3.05M
|
|
|
May 15, 2024
Q1 2024
|
Ionic Capital Management LLC
New York, NY |
BUY
|
- |
661New |
$391K - $524K
|
661
$558K
|
|
|
Apr 15, 2024
Q1 2024
|
Franklin Street Advisors Inc
|
BUY
|
- |
658+ 54.25% |
$390K - $521K
|
1.87K
$1.58M
|
|
|
May 10, 2024
Q1 2024
|
Clearstead Trust, LLC
Portland, ME |
BUY
|
- |
654+ 15.38% |
$387K - $518K
|
4.91K
$4.14M
|
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
651New |
$386K - $516K
|
651
$550K
|
|
|
Apr 15, 2024
Q1 2024
|
Rmr Wealth Builders
|
BUY
|
- |
650+ 18.46% |
$385K - $515K
|
4.17K
$3.52M
|
|
|
May 14, 2024
Q1 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
650New |
$385K - $515K
|
650
$549K
|
|
|
May 15, 2024
Q1 2024
|
Lombard Odier Asset Management (Usa) Corp
New York, NY |
BUY
|
- |
650New |
$385K - $515K
|
650
$549K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
650+ 6.33% |
$385K - $515K
|
10.9K
$9.22M
|
|
|
May 23, 2024
Q1 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
650New |
$385K - $515K
|
650
$549K
|
|
|
May 06, 2024
Q1 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
649New |
$384K - $514K
|
649
$548K
|
|
|
May 10, 2024
Q1 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
649+ 13.81% |
$384K - $514K
|
5.35K
$4.52M
|
|
|
Apr 15, 2024
Q1 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
648+ 33.63% |
$384K - $513K
|
2.58K
$2.17M
|
|
|
Apr 11, 2024
Q1 2024
|
Contravisory Investment Management, Inc.
|
BUY
|
- |
644New |
$381K - $510K
|
644
$544K
|
|
|
Apr 23, 2024
Q1 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
644+ 9.25% |
$381K - $510K
|
7.61K
$6.42M
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
644+ 18.89% |
$381K - $510K
|
4.05K
$3.42M
|
|
|
Apr 09, 2024
Q1 2024
|
Welch Group, LLC
|
BUY
|
- |
642+ 12.12% |
$380K - $509K
|
5.94K
$5.02M
|
|
|
Apr 09, 2024
Q1 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
635+ 7.06% |
$376K - $503K
|
9.63K
$8.13M
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
BUY
|
- |
632+ 17.59% |
$374K - $501K
|
4.23K
$3.57M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
632+ 4.28% |
$374K - $501K
|
15.4K
$13M
|
|
|
Apr 24, 2024
Q1 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
628+ 11.38% |
$372K - $498K
|
6.15K
$5.19M
|
|
|
May 13, 2024
Q1 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
628+ 33.95% |
$372K - $498K
|
2.48K
$2.09M
|
|
|
Apr 10, 2024
Q1 2024
|
Wedmont Private Capital
|
BUY
|
- |
627+ 5.6% |
$371K - $497K
|
11.8K
$9.98M
|
|
|
May 13, 2024
Q1 2024
|
Twin Capital Management Inc
|
BUY
|
- |
627+ 4.37% |
$371K - $497K
|
15K
$12.6M
|
|
|
Apr 09, 2024
Q1 2024
|
Madden Securities Corp
|
BUY
|
- |
626+ 6.95% |
$371K - $496K
|
9.64K
$8.14M
|
|
|
May 15, 2024
Q1 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
625New |
$370K - $495K
|
625
$528K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
622+ 2.16% |
$368K - $493K
|
29.4K
$24.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Czech National Bank
Prague, 2N |
BUY
|
- |
620+ 0.44% |
$367K - $491K
|
140K
$118M
|