Purchases and Sales Made in Q1 2024 in Eli Lilly & CO (LLY)

LLY Quotes by TradingView

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 13, 2024 Q1 2024
Mattern Capital Management, LLC

Lakewood, CO
BUY
 -
285
New
$169K - $226K
285 $230K
May 15, 2024 Q1 2024
Capital Counsel LLC

New York, NY
BUY
 -
285
New
$169K - $226K
285 $230K
Apr 16, 2024 Q1 2024
Rappaport Reiches Capital Management, LLC

Skokie`, IL
BUY
 -
284
New
$168K - $225K
284 $229K
Apr 25, 2024 Q1 2024
Center For Financial Planning, Inc.

Southfied, MI
BUY
 -
282
+ 59.62%
$167K - $223K
755 $608K
May 15, 2024 Q1 2024
Bridgefront Capital, LLC

Austin, TX
BUY
 -
282
New
$167K - $223K
282 $227K
Apr 25, 2024 Q1 2024
L.M. Kohn & Company

BUY
 -
281
+ 14.7%
$166K - $223K
2.19K $1.77M
May 02, 2024 Q1 2024
Paradigm, Strategies In Wealth Management, LLC

BUY
 -
281
New
$166K - $223K
281 $226K
Apr 22, 2024 Q1 2024
Shikiar Asset Management Inc

BUY
 -
280
New
$166K - $222K
280 $226K
May 01, 2024 Q1 2024
Beacon Financial Advisory LLC

BUY
 -
280
New
$166K - $222K
280 $226K
Jun 12, 2024 Q1 2024
Ims Capital Management

BUY
 -
279
New
$165K - $221K
279 $225K
May 13, 2024 Q1 2024
Biondo Investment Advisors, LLC

Milford, PA
BUY
 -
277
+ 1.62%
$164K - $219K
17.4K $14M
Apr 15, 2024 Q1 2024
Ehrlich Financial Group

Laguna Niguel, CA
BUY
 -
276
New
$163K - $219K
276 $222K
Apr 15, 2024 Q1 2024
Objectivity Squared, LLC

Charleston, SC
BUY
 -
276
New
$163K - $219K
276 $222K
Apr 23, 2024 Q1 2024
Bfsg, LLC

BUY
 -
276
+ 11.67%
$163K - $219K
2.64K $2.13M
Apr 29, 2024 Q1 2024
Yarger Wealth Strategies, LLC

Westerville, OH
BUY
 -
276
New
$163K - $219K
276 $222K
May 01, 2024 Q1 2024
Kfa Private Wealth Group, LLC

BUY
 -
276
New
$163K - $219K
276 $222K
May 02, 2024 Q1 2024
Suncoast Equity Management

BUY
 -
276
+ 5.46%
$163K - $219K
5.33K $4.29M
Apr 02, 2024 Q1 2024
Waller Financial Planning Group, Inc

BUY
 -
275
New
$163K - $218K
275 $221K
Apr 19, 2024 Q1 2024
Massachusetts Wealth Management

North Andover, MA
BUY
 -
275
+ 20.15%
$163K - $218K
1.64K $1.32M
May 02, 2024 Q1 2024
Pacific Wealth Strategies Group, Inc.

BUY
 -
275
New
$163K - $218K
275 $221K
May 08, 2024 Q1 2024
W.G. Shaheen & Associates Dba Whitney & CO

BUY
 -
275
New
$163K - $218K
275 $221K
May 09, 2024 Q1 2024
Treasurer Of The State Of North Carolina

BUY
 -
275
+ 0.07%
$163K - $218K
401K $323M
Oct 22, 2024 Q1 2024
Painted Porch Advisors LLC

Santa Barbara, CA
BUY
 -
272
New
$161K - $216K
272 $219K
Apr 29, 2024 Q1 2024
Sunesis Advisors, LLC

BUY
 -
271
New
$160K - $215K
271 $218K
May 24, 2024 Q1 2024
Dodds Wealth, LLC

Greenwood Village, CO
BUY
 -
271
New
$160K - $215K
271 $218K
Apr 16, 2024 Q1 2024
Minich Mac Gregor Wealth Management, LLC

BUY
 -
270
+ 65.53%
$160K - $214K
682 $549K
Apr 19, 2024 Q1 2024
Madrona Financial Services, LLC

BUY
 -
270
New
$160K - $214K
270 $217K
May 09, 2024 Q1 2024
Pinnacle Wealth Planning Services, Inc.

BUY
 -
270
+ 7.03%
$160K - $214K
4.11K $3.31M
May 15, 2024 Q1 2024
Hollow Brook Wealth Management LLC

BUY
 -
270
New
$160K - $214K
270 $217K
Apr 11, 2024 Q1 2024
Allied Investment Advisors, LLC

BUY
 -
269
New
$159K - $213K
269 $217K
May 10, 2024 Q1 2024
Baker Avenue Asset Management, LP

BUY
 -
269
+ 2.15%
$159K - $213K
12.8K $10.3M
May 13, 2024 Q1 2024
Savvy Advisors, Inc.

New York, NY
BUY
 -
269
+ 53.37%
$159K - $213K
773 $623K
May 13, 2024 Q1 2024
Mason Investment Advisory Services, Inc.

Reston, VA
BUY
 -
269
New
$159K - $213K
269 $217K
Apr 26, 2024 Q1 2024
Northwest Bancshares, Inc.

Warren, PA
BUY
 -
268
+ 4.81%
$159K - $212K
5.84K $4.71M
May 01, 2024 Q1 2024
Holistic Planning, LLC

Nacogdoches, TX
BUY
 -
268
New
$159K - $212K
268 $216K
Apr 17, 2024 Q1 2024
Barrett & Company, Inc.

Providence, RI
BUY
 -
267
+ 34.06%
$158K - $212K
1.05K $847K
Apr 19, 2024 Q1 2024
Core Wealth Partners LLC

Santa Rosa, CA
BUY
 -
267
New
$158K - $212K
267 $215K
Apr 25, 2024 Q1 2024
Strategy Asset Managers LLC

BUY
 -
267
+ 1.76%
$158K - $212K
15.4K $12.4M
May 08, 2024 Q1 2024
Mwa Asset Management

Lexington, MA
BUY
 -
267
New
$158K - $212K
267 $215K
Jan 10, 2025 Q1 2024
Buska Wealth Management, LLC

Wausau, WI
BUY
 -
267
New
$158K - $212K
267 $215K
Apr 24, 2024 Q1 2024
Mfa Wealth Advisors, LLC

Pittsburgh, PA
BUY
 -
266
New
$158K - $211K
266 $214K
Apr 02, 2024 Q1 2024
Stonehearth Capital Management, LLC

BUY
 -
265
New
$157K - $210K
265 $213K
Apr 22, 2024 Q1 2024
Zimmermann Investment Management & Planning LLC

BUY
 -
265
+ 55.79%
$157K - $210K
740 $596K
Apr 22, 2024 Q1 2024
Omni Star Financial Group, Inc.

BUY
 -
265
New
$157K - $210K
265 $213K
May 02, 2024 Q1 2024
Ddfg, Inc

Thousand Oaks, CA
BUY
 -
264
New
$156K - $209K
264 $213K
Apr 22, 2024 Q1 2024
Peak Financial Management, Inc.

BUY
 -
263
+ 67.44%
$156K - $208K
653 $526K
Apr 25, 2024 Q1 2024
Investment Advisory Services Inc

The Woodlands, TX
BUY
 -
263
New
$156K - $208K
263 $212K
May 01, 2024 Q1 2024
Vci Wealth Management LLC

St Louis, MO
BUY
 -
263
New
$156K - $208K
263 $212K
Apr 18, 2024 Q1 2024
Talbot Financial, LLC

Bellevue, WA
BUY
 -
262
+ 1.67%
$155K - $208K
15.9K $12.8M

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