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 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
258+ 3.48% |
$153K - $204K
|
7.66K
$5.73M
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
258New |
$153K - $204K
|
258
$193K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
257+ 0.15% |
$152K - $204K
|
176K
$132M
|
|
|
May 02, 2024
Q1 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
257+ 0.03% |
$152K - $204K
|
778K
$582M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
256+ 30.96% |
$152K - $203K
|
1.08K
$810K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
256+ 2.91% |
$152K - $203K
|
9.05K
$6.77M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
253New |
$150K - $200K
|
253
$189K
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
252+ 42.93% |
$149K - $200K
|
839
$628K
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
252+ 18.43% |
$149K - $200K
|
1.62K
$1.21M
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
251+ 3.2% |
$149K - $199K
|
8.09K
$6.05M
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
251+ 15.49% |
$149K - $199K
|
1.87K
$1.4M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
250New |
$148K - $198K
|
250
$187K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
249+ 5.3% |
$147K - $197K
|
4.94K
$3.7M
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
247+ 20.55% |
$146K - $196K
|
1.45K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
247+ 1.22% |
$146K - $196K
|
20.5K
$15.3M
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
245+ 0.36% |
$145K - $194K
|
67.9K
$50.8M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
245+ 2.31% |
$145K - $194K
|
10.9K
$8.13M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
244+ 8.59% |
$144K - $193K
|
3.09K
$2.31M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
243+ 25.45% |
$144K - $193K
|
1.2K
$896K
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
243+ 9.77% |
$144K - $193K
|
2.73K
$2.04M
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
243+ 23.71% |
$144K - $193K
|
1.27K
$948K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
242+ 27.78% |
$143K - $192K
|
1.11K
$833K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
242+ 27.28% |
$143K - $192K
|
1.13K
$845K
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
241+ 52.97% |
$143K - $191K
|
696
$521K
|
|
|
Apr 16, 2024
Q1 2024
|
Wd Rutherford LLC
|
BUY
|
- |
240New |
$142K - $190K
|
240
$180K
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
240+ 68.38% |
$142K - $190K
|
591
$442K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
239+ 6.67% |
$142K - $189K
|
3.82K
$2.86M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
238+ 14.23% |
$141K - $189K
|
1.91K
$1.43M
|
|
|
May 15, 2024
Q1 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
238+ 39.4% |
$141K - $189K
|
842
$630K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
237+ 36.29% |
$140K - $188K
|
890
$666K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
233+ 3.54% |
$138K - $185K
|
6.82K
$5.1M
|
|
|
May 06, 2024
Q1 2024
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
232+ 40.92% |
$137K - $184K
|
799
$598K
|
|
|
Jul 01, 2024
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
231New |
$137K - $183K
|
231
$173K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
229+ 57.25% |
$136K - $181K
|
629
$470K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
229+ 12.93% |
$136K - $181K
|
2K
$1.5M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
228+ 2.42% |
$135K - $181K
|
9.65K
$7.22M
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
227+ 42.35% |
$134K - $180K
|
763
$571K
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
227+ 7.81% |
$134K - $180K
|
3.13K
$2.34M
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
226+ 9.34% |
$134K - $179K
|
2.65K
$1.98M
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
225+ 0.96% |
$133K - $178K
|
23.8K
$17.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
224+ 14.67% |
$133K - $177K
|
1.75K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
224+ 2.91% |
$133K - $177K
|
7.92K
$5.92M
|
|
|
Apr 25, 2024
Q1 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
222+ 1.99% |
$131K - $176K
|
11.4K
$8.51M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
221+ 1.17% |
$131K - $175K
|
19.1K
$14.3M
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
220+ 15.55% |
$130K - $174K
|
1.64K
$1.22M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
219+ 17.34% |
$130K - $174K
|
1.48K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
218+ 5.24% |
$129K - $173K
|
4.38K
$3.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
216+ 35.06% |
$128K - $171K
|
832
$622K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
215+ 21.54% |
$127K - $170K
|
1.21K
$907K
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
215+ 14.93% |
$127K - $170K
|
1.66K
$1.24M
|