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
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
447+ 37.47% |
$265K - $354K
|
1.64K
$1.27M
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
447+ 32.41% |
$265K - $354K
|
1.83K
$1.42M
|
|
|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
447New |
$265K - $354K
|
447
$347K
|
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
446New |
$264K - $353K
|
446
$346K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
440+ 5.69% |
$261K - $349K
|
8.18K
$6.35M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
440+ 7.72% |
$261K - $349K
|
6.14K
$4.77M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
438+ 1.35% |
$259K - $347K
|
33K
$25.6M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
437New |
$259K - $346K
|
437
$339K
|
|
|
May 06, 2024
Q1 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
437New |
$259K - $346K
|
437
$339K
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
437+ 8.87% |
$259K - $346K
|
5.36K
$4.16M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
433+ 2.92% |
$256K - $343K
|
15.3K
$11.9M
|
|
|
May 08, 2024
Q1 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
433+ 0.25% |
$256K - $343K
|
175K
$136M
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
433+ 35.06% |
$256K - $343K
|
1.67K
$1.3M
|
|
|
May 09, 2024
Q1 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
433+ 80.63% |
$256K - $343K
|
970
$753K
|
|
|
Jun 04, 2024
Q1 2024
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
433+ 53.99% |
$256K - $343K
|
1.24K
$959K
|
|
|
May 07, 2024
Q1 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
432+ 25.16% |
$256K - $342K
|
2.15K
$1.67M
|
|
|
May 10, 2024
Q1 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
432+ 31.3% |
$256K - $342K
|
1.81K
$1.41M
|
|
|
May 10, 2024
Q1 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
430+ 29.84% |
$255K - $341K
|
1.87K
$1.45M
|
|
|
May 13, 2024
Q1 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
429+ 11.09% |
$254K - $340K
|
4.3K
$3.34M
|
|
|
May 14, 2024
Q1 2024
|
Prio Wealth Limited Partnership
Boston, MA |
BUY
|
- |
429+ 18.51% |
$254K - $340K
|
2.75K
$2.13M
|
|
|
May 13, 2024
Q1 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
428New |
$253K - $339K
|
428
$332K
|
|
|
May 07, 2024
Q1 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
427+ 2.9% |
$253K - $338K
|
15.1K
$11.7M
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
426+ 7.0% |
$252K - $338K
|
6.51K
$5.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
422New |
$250K - $334K
|
422
$328K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
421+ 4.24% |
$249K - $334K
|
10.3K
$8.03M
|
|
|
May 15, 2024
Q1 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
421New |
$249K - $334K
|
421
$327K
|
|
|
Apr 17, 2024
Q1 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
420+ 6.77% |
$249K - $333K
|
6.63K
$5.14M
|
|
|
May 07, 2024
Q1 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
420+ 33.36% |
$249K - $333K
|
1.68K
$1.3M
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
420+ 13.6% |
$249K - $333K
|
3.51K
$2.72M
|
|
|
May 10, 2024
Q1 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
418New |
$248K - $331K
|
418
$325K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
417+ 2.79% |
$247K - $330K
|
15.4K
$11.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
417New |
$247K - $330K
|
417
$324K
|
|
|
May 13, 2024
Q1 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
416+ 82.21% |
$246K - $330K
|
922
$716K
|
|
|
May 07, 2024
Q1 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
412New |
$244K - $326K
|
412
$320K
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
411New |
$243K - $326K
|
411
$319K
|
|
|
Apr 18, 2024
Q1 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
410New |
$243K - $325K
|
410
$318K
|
|
|
Apr 23, 2024
Q1 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
409New |
$242K - $324K
|
409
$318K
|
|
|
Apr 16, 2024
Q1 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
408New |
$242K - $323K
|
408
$317K
|
|
|
May 15, 2024
Q1 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
407+ 104.9% |
$241K - $322K
|
795
$617K
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
407+ 6.04% |
$241K - $322K
|
7.15K
$5.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
405+ 12.16% |
$240K - $321K
|
3.74K
$2.9M
|
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
BUY
|
- |
405New |
$240K - $321K
|
405
$314K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
402+ 112.29% |
$238K - $318K
|
760
$590K
|
|
|
May 01, 2024
Q1 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
401New |
$237K - $318K
|
401
$311K
|
|
|
Apr 18, 2024
Q1 2024
|
Iyo Bank, Ltd.
|
BUY
|
- |
400New |
$237K - $317K
|
400
$311K
|
|
|
Apr 26, 2024
Q1 2024
|
Guardian Financial Partners, LLC
|
BUY
|
- |
400+ 66.78% |
$237K - $317K
|
999
$776K
|
|
|
May 01, 2024
Q1 2024
|
Harbor Advisors LLC
|
BUY
|
- |
400+ 80.0% |
$237K - $317K
|
900
$699K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
396New |
$235K - $314K
|
396
$307K
|
|
|
May 28, 2025
Q1 2024
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
395+ 24.52% |
$234K - $313K
|
2.01K
$1.56M
|
|
|
Apr 18, 2024
Q1 2024
|
Bill Few Associates, Inc.
|
BUY
|
- |
392+ 18.56% |
$232K - $311K
|
2.5K
$1.94M
|