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 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
433+ 35.06% |
$256K - $343K
|
1.67K
$1.25M
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
433+ 80.63% |
$256K - $343K
|
970
$726K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
433+ 53.99% |
$256K - $343K
|
1.24K
$924K
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
432+ 25.16% |
$256K - $342K
|
2.15K
$1.61M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
432+ 31.3% |
$256K - $342K
|
1.81K
$1.36M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
430+ 29.84% |
$255K - $341K
|
1.87K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
429+ 11.09% |
$254K - $340K
|
4.3K
$3.21M
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
429+ 18.51% |
$254K - $340K
|
2.75K
$2.05M
|
|
|
May 13, 2024
Q1 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
428New |
$253K - $339K
|
428
$320K
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
427+ 2.9% |
$253K - $338K
|
15.1K
$11.3M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
426+ 7.0% |
$252K - $338K
|
6.51K
$4.87M
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
422New |
$250K - $334K
|
422
$316K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
421+ 4.24% |
$249K - $334K
|
10.3K
$7.74M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
421New |
$249K - $334K
|
421
$315K
|
|
|
Apr 17, 2024
Q1 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
420+ 6.77% |
$249K - $333K
|
6.63K
$4.96M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
420+ 33.36% |
$249K - $333K
|
1.68K
$1.26M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
420+ 13.6% |
$249K - $333K
|
3.51K
$2.62M
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
418New |
$248K - $331K
|
418
$313K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
417+ 2.79% |
$247K - $330K
|
15.4K
$11.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
417New |
$247K - $330K
|
417
$312K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
416+ 82.21% |
$246K - $330K
|
922
$690K
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
412New |
$244K - $326K
|
412
$308K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
411New |
$243K - $326K
|
411
$307K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
410New |
$243K - $325K
|
410
$307K
|
|
|
Apr 23, 2024
Q1 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
409New |
$242K - $324K
|
409
$306K
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
408New |
$242K - $323K
|
408
$305K
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
407+ 104.9% |
$241K - $322K
|
795
$595K
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
407+ 6.04% |
$241K - $322K
|
7.15K
$5.34M
|
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
405+ 12.16% |
$240K - $321K
|
3.74K
$2.79M
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
405New |
$240K - $321K
|
405
$303K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
402+ 112.29% |
$238K - $318K
|
760
$568K
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
401New |
$237K - $318K
|
401
$300K
|
|
|
Apr 18, 2024
Q1 2024
|
Iyo Bank, Ltd.
|
BUY
|
- |
400New |
$237K - $317K
|
400
$299K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
400+ 66.78% |
$237K - $317K
|
999
$747K
|
|
|
May 01, 2024
Q1 2024
|
Harbor Advisors LLC
|
BUY
|
- |
400+ 80.0% |
$237K - $317K
|
900
$673K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
396New |
$235K - $314K
|
396
$296K
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
392+ 18.56% |
$232K - $311K
|
2.5K
$1.87M
|
|
|
May 01, 2024
Q1 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
392New |
$232K - $311K
|
392
$293K
|
|
|
Apr 19, 2024
Q1 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
391New |
$232K - $310K
|
391
$292K
|
|
|
May 07, 2024
Q1 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
391New |
$232K - $310K
|
391
$292K
|
|
|
Apr 15, 2024
Q1 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
390New |
$231K - $309K
|
390
$292K
|
|
|
May 14, 2024
Q1 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
390+ 10.37% |
$231K - $309K
|
4.15K
$3.1M
|
|
|
May 03, 2024
Q1 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
389New |
$230K - $308K
|
389
$291K
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
387+ 7.98% |
$229K - $307K
|
5.24K
$3.92M
|
|
|
May 10, 2024
Q1 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
384+ 2.45% |
$227K - $304K
|
16.1K
$12M
|
|
|
Apr 19, 2024
Q1 2024
|
Whelan Financial
|
BUY
|
- |
381New |
$226K - $302K
|
381
$285K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
380+ 69.85% |
$225K - $301K
|
924
$691K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
379+ 2.83% |
$224K - $300K
|
13.8K
$10.3M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
378+ 32.09% |
$224K - $299K
|
1.56K
$1.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
378+ 1.22% |
$224K - $299K
|
31.5K
$23.5M
|