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
|
Hallmark Capital Management Inc
|
BUY
|
- |
532+ 44.08% |
$315K - $421K
|
1.74K
$1.35M
|
|
|
May 01, 2024
Q1 2024
|
Capstone Investment Advisors, LLC
New York, NY |
BUY
|
- |
531New |
$314K - $421K
|
531
$412K
|
|
|
May 14, 2024
Q1 2024
|
Garda Capital Partners LP
Wayzata, MN |
BUY
|
- |
529New |
$313K - $419K
|
529
$411K
|
|
|
Apr 29, 2024
Q1 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
527New |
$312K - $418K
|
527
$409K
|
|
|
May 08, 2024
Q1 2024
|
Cypress Capital Group
|
BUY
|
- |
524+ 0.9% |
$310K - $415K
|
58.4K
$45.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Tru Wealth Advisors, LLC
|
BUY
|
- |
521+ 1.59% |
$309K - $413K
|
33.4K
$25.9M
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
521+ 123.17% |
$309K - $413K
|
944
$733K
|
|
|
Apr 10, 2024
Q1 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
519New |
$307K - $411K
|
519
$403K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
518New |
$307K - $410K
|
518
$402K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
513+ 12.96% |
$304K - $406K
|
4.47K
$3.47M
|
|
|
May 01, 2024
Q1 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
511+ 25.18% |
$303K - $405K
|
2.54K
$1.97M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
508+ 3.46% |
$301K - $402K
|
15.2K
$11.8M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
508+ 3.91% |
$301K - $402K
|
13.5K
$10.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
502+ 31.53% |
$297K - $398K
|
2.09K
$1.63M
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
500+ 8.74% |
$296K - $396K
|
6.22K
$4.83M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
500+ 5.55% |
$296K - $396K
|
9.51K
$7.38M
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
500New |
$296K - $396K
|
500
$388K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
499+ 10.38% |
$296K - $395K
|
5.31K
$4.12M
|
|
|
May 15, 2024
Q1 2024
|
Qvr LLC
|
BUY
|
- |
499New |
$296K - $395K
|
499
$387K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
498+ 128.68% |
$295K - $395K
|
885
$687K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
496+ 13.38% |
$294K - $393K
|
4.2K
$3.26M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
496+ 25.55% |
$294K - $393K
|
2.44K
$1.89M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
495+ 44.04% |
$293K - $392K
|
1.62K
$1.26M
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
493New |
$292K - $391K
|
493
$383K
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
492+ 4.9% |
$291K - $390K
|
10.5K
$8.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
492+ 15.37% |
$291K - $390K
|
3.69K
$2.87M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
492+ 12.18% |
$291K - $390K
|
4.53K
$3.52M
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
491New |
$291K - $389K
|
491
$381K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
490+ 38.89% |
$290K - $388K
|
1.75K
$1.36M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
486+ 19.39% |
$288K - $385K
|
2.99K
$2.32M
|
|
|
Apr 11, 2024
Q1 2024
|
David J Yvars Group
|
BUY
|
- |
485+ 53.53% |
$287K - $384K
|
1.39K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
484+ 15.15% |
$287K - $383K
|
3.68K
$2.86M
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
480+ 72.84% |
$284K - $380K
|
1.14K
$884K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
480+ 20.2% |
$284K - $380K
|
2.86K
$2.22M
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
478+ 37.64% |
$283K - $379K
|
1.75K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
471New |
$279K - $373K
|
471
$366K
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
469New |
$278K - $372K
|
469
$364K
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
467+ 62.43% |
$277K - $370K
|
1.22K
$943K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
466+ 11.79% |
$276K - $369K
|
4.42K
$3.43M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
465+ 7.08% |
$275K - $368K
|
7.04K
$5.46M
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
464New |
$275K - $368K
|
464
$360K
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
463+ 4.47% |
$274K - $367K
|
10.8K
$8.39M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
461New |
$273K - $365K
|
461
$358K
|
|
|
May 03, 2024
Q1 2024
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
459+ 26.66% |
$272K - $364K
|
2.18K
$1.69M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
456+ 15200.0% |
$270K - $361K
|
459
$356K
|
|
|
May 15, 2024
Q1 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
450New |
$266K - $357K
|
450
$349K
|
|
|
Apr 24, 2024
Q1 2024
|
Elite Wealth Management, Inc.
|
BUY
|
- |
449New |
$266K - $356K
|
449
$349K
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
449+ 33.06% |
$266K - $356K
|
1.81K
$1.4M
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
449New |
$266K - $356K
|
449
$349K
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
448+ 4.41% |
$265K - $355K
|
10.6K
$8.24M
|