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 17, 2024
Q1 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
620New |
$367K - $491K
|
620
$523K
|
|
|
May 15, 2024
Q1 2024
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
BUY
|
- |
620+ 6.69% |
$367K - $491K
|
9.88K
$8.34M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
619+ 103.0% |
$367K - $490K
|
1.22K
$1.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
612New |
$362K - $485K
|
612
$517K
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
612+ 3.03% |
$362K - $485K
|
20.8K
$17.5M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
608New |
$360K - $482K
|
608
$513K
|
|
|
Apr 29, 2024
Q1 2024
|
Summit Global Investments
Bountiful, UT |
BUY
|
- |
605+ 25.36% |
$358K - $479K
|
2.99K
$2.53M
|
|
|
Apr 11, 2024
Q1 2024
|
Mjp Associates Inc
|
BUY
|
- |
604+ 25.27% |
$358K - $479K
|
2.99K
$2.53M
|
|
|
May 03, 2024
Q1 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
602+ 38.74% |
$357K - $477K
|
2.16K
$1.82M
|
|
|
Apr 01, 2024
Q1 2024
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
600New |
$355K - $475K
|
600
$507K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
600+ 11.67% |
$355K - $475K
|
5.74K
$4.85M
|
|
|
May 15, 2024
Q1 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
600+ 100.0% |
$355K - $475K
|
1.2K
$1.01M
|
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
599+ 10.21% |
$355K - $475K
|
6.47K
$5.46M
|
|
|
May 15, 2024
Q1 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
597New |
$354K - $473K
|
597
$504K
|
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
596+ 6.86% |
$353K - $472K
|
9.28K
$7.84M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
590+ 3.12% |
$349K - $467K
|
19.5K
$16.4M
|
|
|
Nov 06, 2024
Q1 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
590+ 20.57% |
$349K - $467K
|
3.46K
$2.92M
|
|
|
May 01, 2024
Q1 2024
|
Centric Wealth Management
|
BUY
|
- |
587+ 4.34% |
$348K - $465K
|
14.1K
$11.9M
|
|
|
Apr 25, 2024
Q1 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
585+ 6.82% |
$346K - $463K
|
9.17K
$7.74M
|
|
|
May 14, 2024
Q1 2024
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
BUY
|
- |
583+ 9.09% |
$345K - $462K
|
7K
$5.91M
|
|
|
Apr 22, 2024
Q1 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
581+ 57.98% |
$344K - $460K
|
1.58K
$1.34M
|
|
|
May 06, 2024
Q1 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
580+ 2.5% |
$343K - $460K
|
23.7K
$20M
|
|
|
May 03, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
579+ 20.47% |
$343K - $459K
|
3.41K
$2.88M
|
|
|
May 07, 2024
Q1 2024
|
Nixon Peabody Trust CO
Boston, MA |
BUY
|
- |
575+ 32.12% |
$341K - $456K
|
2.37K
$2M
|
|
|
May 07, 2024
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
575+ 10.75% |
$341K - $456K
|
5.93K
$5M
|
|
|
May 30, 2024
Q1 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
574New |
$340K - $455K
|
574
$485K
|
|
|
Apr 26, 2024
Q1 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
572+ 22.27% |
$339K - $453K
|
3.14K
$2.65M
|
|
|
May 02, 2024
Q1 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
572+ 41.75% |
$339K - $453K
|
1.94K
$1.64M
|
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
571+ 14.74% |
$338K - $452K
|
4.45K
$3.75M
|
|
|
Apr 18, 2024
Q1 2024
|
Wespac Advisors So Cal, LLC
|
BUY
|
- |
565+ 4.07% |
$335K - $448K
|
14.4K
$12.2M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
563+ 6.1% |
$333K - $446K
|
9.79K
$8.27M
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
561+ 3.11% |
$332K - $444K
|
18.6K
$15.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
559+ 9.73% |
$331K - $443K
|
6.3K
$5.32M
|
|
|
May 10, 2024
Q1 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
559+ 5.14% |
$331K - $443K
|
11.4K
$9.66M
|
|
|
May 10, 2024
Q1 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
558New |
$330K - $442K
|
558
$471K
|
|
|
May 08, 2024
Q1 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
553+ 55.02% |
$327K - $438K
|
1.56K
$1.32M
|
|
|
Apr 17, 2024
Q1 2024
|
First Bank & Trust
|
BUY
|
- |
546New |
$323K - $433K
|
546
$461K
|
|
|
May 10, 2024
Q1 2024
|
Guidance Point Advisors, LLC
|
BUY
|
- |
546New |
$323K - $433K
|
546
$461K
|
|
|
May 14, 2024
Q1 2024
|
Cadence Bank
Tupelo, MS |
BUY
|
- |
540+ 4.33% |
$320K - $428K
|
13K
$11M
|
|
|
Apr 12, 2024
Q1 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
535+ 14.09% |
$317K - $424K
|
4.33K
$3.66M
|
|
|
May 08, 2024
Q1 2024
|
Independent Advisor Alliance
|
BUY
|
- |
535+ 1.66% |
$317K - $424K
|
32.8K
$27.7M
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
535+ 5.24% |
$317K - $424K
|
10.8K
$9.08M
|
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
535New |
$317K - $424K
|
535
$452K
|
|
|
Apr 30, 2024
Q1 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
532New |
$315K - $421K
|
532
$449K
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
532+ 44.08% |
$315K - $421K
|
1.74K
$1.47M
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
531New |
$314K - $421K
|
531
$448K
|
|
|
May 14, 2024
Q1 2024
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
529New |
$313K - $419K
|
529
$447K
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
527New |
$312K - $418K
|
527
$445K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
524+ 0.9% |
$310K - $415K
|
58.4K
$49.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
521+ 1.59% |
$309K - $413K
|
33.4K
$28.2M
|