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
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
389New |
$230K - $308K
|
389
$322K
|
|
|
May 06, 2024
Q1 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
387+ 7.98% |
$229K - $307K
|
5.24K
$4.33M
|
|
|
May 10, 2024
Q1 2024
|
Nwk Group, Inc.
San Francisco, CA |
BUY
|
- |
384+ 2.45% |
$227K - $304K
|
16.1K
$13.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Whelan Financial
|
BUY
|
- |
381New |
$226K - $302K
|
381
$315K
|
|
|
May 08, 2024
Q1 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
380+ 69.85% |
$225K - $301K
|
924
$765K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
379+ 2.83% |
$224K - $300K
|
13.8K
$11.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
378+ 32.09% |
$224K - $299K
|
1.56K
$1.29M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
378+ 1.22% |
$224K - $299K
|
31.5K
$26M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
378New |
$224K - $299K
|
378
$313K
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
377New |
$223K - $299K
|
377
$312K
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
375+ 21.1% |
$222K - $297K
|
2.15K
$1.78M
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
374+ 44.58% |
$221K - $296K
|
1.21K
$1M
|
|
|
Apr 09, 2024
Q1 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
373+ 1.43% |
$221K - $296K
|
26.4K
$21.8M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
369New |
$219K - $292K
|
369
$305K
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
366New |
$217K - $290K
|
366
$303K
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
364+ 18.55% |
$216K - $288K
|
2.33K
$1.92M
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
363+ 0.55% |
$215K - $288K
|
66.2K
$54.7M
|
|
|
May 10, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
362New |
$214K - $287K
|
362
$300K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
362+ 3.36% |
$214K - $287K
|
11.2K
$9.23M
|
|
|
May 15, 2024
Q1 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
362+ 43.46% |
$214K - $287K
|
1.2K
$989K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
361+ 30.26% |
$214K - $286K
|
1.55K
$1.29M
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
361New |
$214K - $286K
|
361
$299K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
361+ 5.2% |
$214K - $286K
|
7.3K
$6.04M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
357+ 19.08% |
$211K - $283K
|
2.23K
$1.84M
|
|
|
May 08, 2024
Q1 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
353New |
$209K - $280K
|
353
$292K
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
353New |
$209K - $280K
|
353
$292K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
352+ 11.95% |
$208K - $279K
|
3.3K
$2.73M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
352+ 14.93% |
$208K - $279K
|
2.71K
$2.24M
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
352+ 76.52% |
$208K - $279K
|
812
$672K
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
351+ 6.72% |
$208K - $278K
|
5.57K
$4.61M
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
349+ 7.57% |
$207K - $277K
|
4.96K
$4.11M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
348+ 0.31% |
$206K - $276K
|
114K
$94.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Richelieu Gestion PLC
|
BUY
|
- |
347+ 59.62% |
$205K - $275K
|
929
$769K
|
|
|
May 13, 2024
Q1 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
347+ 25.95% |
$205K - $275K
|
1.68K
$1.39M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
BUY
|
- |
344New |
$204K - $273K
|
344
$285K
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
344+ 33.27% |
$204K - $273K
|
1.38K
$1.14M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
341New |
$202K - $270K
|
341
$282K
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
341New |
$202K - $270K
|
341
$282K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
340+ 0.87% |
$201K - $269K
|
39.6K
$32.8M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
340New |
$201K - $269K
|
340
$281K
|
|
|
May 15, 2024
Q1 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
339+ 59.47% |
$201K - $269K
|
909
$752K
|
|
|
May 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
339New |
$201K - $269K
|
339
$281K
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
BUY
|
- |
338New |
$200K - $268K
|
338
$280K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
338New |
$200K - $268K
|
338
$280K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
BUY
|
- |
337New |
$200K - $267K
|
337
$279K
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
337New |
$200K - $267K
|
337
$279K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
337+ 11.9% |
$200K - $267K
|
3.17K
$2.62M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
335New |
$198K - $265K
|
335
$277K
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
BUY
|
- |
335+ 6.6% |
$198K - $265K
|
5.41K
$4.48M
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
335New |
$198K - $265K
|
335
$277K
|