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 29, 2024
Q1 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
328+ 6.56% |
$194K - $260K
|
5.33K
$3.99M
|
|
|
May 03, 2024
Q1 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
328+ 38.68% |
$194K - $260K
|
1.18K
$880K
|
|
|
Apr 15, 2024
Q1 2024
|
Courage Miller Partners, LLC
|
BUY
|
- |
327New |
$194K - $259K
|
327
$245K
|
|
|
May 07, 2024
Q1 2024
|
49 Wealth Management, LLC
Austin, TX |
BUY
|
- |
327New |
$194K - $259K
|
327
$245K
|
|
|
May 06, 2024
Q1 2024
|
Nelson Capital Management, LLC
|
BUY
|
- |
326New |
$193K - $258K
|
326
$244K
|
|
|
May 09, 2024
Q1 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
325New |
$192K - $257K
|
325
$243K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
324+ 8.05% |
$192K - $257K
|
4.35K
$3.25M
|
|
|
May 15, 2024
Q1 2024
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
324New |
$192K - $257K
|
324
$242K
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
323+ 2.85% |
$191K - $256K
|
11.6K
$8.71M
|
|
|
Apr 25, 2024
Q1 2024
|
Members Trust CO
|
BUY
|
- |
323New |
$191K - $256K
|
323
$242K
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
323New |
$191K - $256K
|
323
$242K
|
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
322New |
$191K - $255K
|
322
$241K
|
|
|
Apr 24, 2024
Q1 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
322+ 12.69% |
$191K - $255K
|
2.86K
$2.14M
|
|
|
May 02, 2024
Q1 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
321+ 19.04% |
$190K - $254K
|
2.01K
$1.5M
|
|
|
Apr 18, 2024
Q1 2024
|
Exchange Capital Management, Inc.
|
BUY
|
- |
320+ 19.1% |
$190K - $254K
|
2K
$1.49M
|
|
|
Apr 23, 2024
Q1 2024
|
Erts Wealth Advisors, LLC
|
BUY
|
- |
318New |
$188K - $252K
|
318
$238K
|
|
|
May 14, 2024
Q1 2024
|
Simmons Bank
|
BUY
|
- |
317+ 3.96% |
$188K - $251K
|
8.33K
$6.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
315New |
$187K - $250K
|
315
$236K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
315+ 24.19% |
$187K - $250K
|
1.62K
$1.21M
|
|
|
Apr 12, 2024
Q1 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
314New |
$186K - $249K
|
314
$235K
|
|
|
Apr 17, 2024
Q1 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
314+ 57.4% |
$186K - $249K
|
861
$644K
|
|
|
Apr 22, 2024
Q1 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
314+ 1.1% |
$186K - $249K
|
28.9K
$21.6M
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
314New |
$186K - $249K
|
314
$235K
|
|
|
May 10, 2024
Q1 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
314+ 24.9% |
$186K - $249K
|
1.58K
$1.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
313New |
$185K - $248K
|
313
$234K
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
313+ 43.23% |
$185K - $248K
|
1.04K
$776K
|
|
|
Apr 18, 2024
Q1 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
312New |
$185K - $247K
|
312
$233K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
312New |
$185K - $247K
|
312
$233K
|
|
|
May 03, 2024
Q1 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
310+ 15.42% |
$184K - $246K
|
2.32K
$1.74M
|
|
|
Apr 18, 2024
Q1 2024
|
Cullinan Associates Inc
|
BUY
|
- |
309+ 4.89% |
$183K - $245K
|
6.63K
$4.96M
|
|
|
Apr 17, 2024
Q1 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
307New |
$182K - $243K
|
307
$230K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
307New |
$182K - $243K
|
307
$230K
|
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
306+ 32.52% |
$181K - $242K
|
1.25K
$933K
|
|
|
May 13, 2024
Q1 2024
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
BUY
|
- |
306New |
$181K - $242K
|
306
$229K
|
|
|
May 14, 2024
Q1 2024
|
Envoi LLC
Minneapolis, MN |
BUY
|
- |
306New |
$181K - $242K
|
306
$229K
|
|
|
Apr 26, 2024
Q1 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
305New |
$181K - $242K
|
305
$228K
|
|
|
Apr 29, 2024
Q1 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
305New |
$181K - $242K
|
305
$228K
|
|
|
May 01, 2024
Q1 2024
|
St. Louis Trust CO
|
BUY
|
- |
305+ 44.4% |
$181K - $242K
|
992
$742K
|
|
|
May 10, 2024
Q1 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
304New |
$180K - $241K
|
304
$227K
|
|
|
Apr 19, 2024
Q1 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
303New |
$179K - $240K
|
303
$227K
|
|
|
Apr 22, 2024
Q1 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
301+ 19.8% |
$178K - $238K
|
1.82K
$1.36M
|
|
|
Apr 23, 2024
Q1 2024
|
Iowa State Bank
|
BUY
|
- |
301+ 6.48% |
$178K - $238K
|
4.94K
$3.7M
|
|
|
Apr 30, 2024
Q1 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
301+ 19.76% |
$178K - $238K
|
1.82K
$1.36M
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
301New |
$178K - $238K
|
301
$225K
|
|
|
May 14, 2024
Q1 2024
|
Geller Advisors LLC
New York, NY |
BUY
|
- |
301+ 7.73% |
$178K - $238K
|
4.19K
$3.14M
|
|
|
May 14, 2024
Q1 2024
|
Archetype Wealth Partners
Houston, TX |
BUY
|
- |
301New |
$178K - $238K
|
301
$225K
|
|
|
Apr 18, 2024
Q1 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
300New |
$178K - $238K
|
300
$224K
|
|
|
May 01, 2024
Q1 2024
|
Auour Investments LLC
Wenham, MA |
BUY
|
- |
300New |
$178K - $238K
|
300
$224K
|
|
|
May 07, 2024
Q1 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
300+ 2.84% |
$178K - $238K
|
10.9K
$8.12M
|
|
|
May 09, 2024
Q1 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
300+ 11.39% |
$178K - $238K
|
2.93K
$2.19M
|