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 11, 2024
Q1 2024
|
Anderson Hoagland & CO
|
BUY
|
- |
260+ 1.15% |
$154K - $206K
|
22.8K
$18.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Compass Capital Management, Inc
|
BUY
|
- |
260New |
$154K - $206K
|
260
$215K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
260+ 8.72% |
$154K - $206K
|
3.24K
$2.68M
|
|
|
May 10, 2024
Q1 2024
|
Capital Wealth Alliance, LLC
|
BUY
|
- |
260New |
$154K - $206K
|
260
$215K
|
|
|
Apr 17, 2024
Q1 2024
|
Ade, LLC
|
BUY
|
- |
259New |
$153K - $205K
|
259
$214K
|
|
|
Apr 18, 2024
Q1 2024
|
Tru Independence LLC
|
BUY
|
- |
259New |
$153K - $205K
|
259
$214K
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
259New |
$153K - $205K
|
259
$214K
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
BUY
|
- |
259+ 3.35% |
$153K - $205K
|
7.98K
$6.6M
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
259+ 0.1% |
$153K - $205K
|
251K
$208M
|
|
|
Apr 15, 2024
Q1 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
258New |
$153K - $204K
|
258
$214K
|
|
|
Apr 22, 2024
Q1 2024
|
Rovin Capital
|
BUY
|
- |
258New |
$153K - $204K
|
258
$214K
|
|
|
May 02, 2024
Q1 2024
|
Graypoint LLC
|
BUY
|
- |
258+ 3.48% |
$153K - $204K
|
7.66K
$6.34M
|
|
|
May 15, 2024
Q1 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
258New |
$153K - $204K
|
258
$214K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
257+ 0.15% |
$152K - $204K
|
176K
$146M
|
|
|
May 02, 2024
Q1 2024
|
Nordea Investment Management Ab
Stockholm, V7 |
BUY
|
- |
257+ 0.03% |
$152K - $204K
|
778K
$643M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
256+ 30.96% |
$152K - $203K
|
1.08K
$896K
|
|
|
Jul 31, 2024
Q1 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
256+ 2.91% |
$152K - $203K
|
9.05K
$7.49M
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
253New |
$150K - $200K
|
253
$209K
|
|
|
Apr 23, 2024
Q1 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
252+ 42.93% |
$149K - $200K
|
839
$694K
|
|
|
Apr 25, 2024
Q1 2024
|
Life Pro Asset Management
|
BUY
|
- |
252+ 18.43% |
$149K - $200K
|
1.62K
$1.34M
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
251+ 3.2% |
$149K - $199K
|
8.09K
$6.69M
|
|
|
Sep 06, 2024
Q1 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
251+ 15.49% |
$149K - $199K
|
1.87K
$1.55M
|
|
|
May 06, 2024
Q1 2024
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
250New |
$148K - $198K
|
250
$207K
|
|
|
May 02, 2024
Q1 2024
|
Quent Capital, LLC
|
BUY
|
- |
249+ 5.3% |
$147K - $197K
|
4.94K
$4.09M
|
|
|
Apr 24, 2024
Q1 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
247+ 20.55% |
$146K - $196K
|
1.45K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
247+ 1.22% |
$146K - $196K
|
20.5K
$16.9M
|
|
|
May 08, 2024
Q1 2024
|
Holistic Financial Partners
|
BUY
|
- |
245+ 0.36% |
$145K - $194K
|
67.9K
$56.2M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
245+ 2.31% |
$145K - $194K
|
10.9K
$9M
|
|
|
May 10, 2024
Q1 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
244+ 8.59% |
$144K - $193K
|
3.09K
$2.55M
|
|
|
Apr 17, 2024
Q1 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
243+ 25.45% |
$144K - $193K
|
1.2K
$991K
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
243+ 9.77% |
$144K - $193K
|
2.73K
$2.26M
|
|
|
May 14, 2024
Q1 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
243+ 23.71% |
$144K - $193K
|
1.27K
$1.05M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
242+ 27.78% |
$143K - $192K
|
1.11K
$921K
|
|
|
May 13, 2024
Q1 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
242+ 27.28% |
$143K - $192K
|
1.13K
$934K
|
|
|
Apr 15, 2024
Q1 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
241+ 52.97% |
$143K - $191K
|
696
$576K
|
|
|
Apr 16, 2024
Q1 2024
|
Wd Rutherford LLC
|
BUY
|
- |
240New |
$142K - $190K
|
240
$199K
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
BUY
|
- |
240+ 68.38% |
$142K - $190K
|
591
$489K
|
|
|
May 13, 2024
Q1 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
239+ 6.67% |
$142K - $189K
|
3.82K
$3.16M
|
|
|
Apr 24, 2024
Q1 2024
|
Zhang Financial LLC
|
BUY
|
- |
238+ 14.23% |
$141K - $189K
|
1.91K
$1.58M
|
|
|
May 15, 2024
Q1 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
238+ 39.4% |
$141K - $189K
|
842
$697K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
237+ 36.29% |
$140K - $188K
|
890
$737K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
233+ 3.54% |
$138K - $185K
|
6.82K
$5.64M
|
|
|
May 06, 2024
Q1 2024
|
Hardman Johnston Global Advisors LLC
|
BUY
|
- |
232+ 40.92% |
$137K - $184K
|
799
$661K
|
|
|
Jul 01, 2024
Q1 2024
|
Buska Wealth Management, LLC
Wausau, WI |
BUY
|
- |
231New |
$137K - $183K
|
231
$191K
|
|
|
Apr 26, 2024
Q1 2024
|
Jnba Financial Advisors
|
BUY
|
- |
229+ 57.25% |
$136K - $181K
|
629
$521K
|
|
|
Aug 16, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
229+ 12.93% |
$136K - $181K
|
2K
$1.66M
|
|
|
May 07, 2024
Q1 2024
|
Abbrea Capital, LLC
|
BUY
|
- |
228+ 2.42% |
$135K - $181K
|
9.65K
$7.99M
|
|
|
Apr 10, 2024
Q1 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
227+ 42.35% |
$134K - $180K
|
763
$631K
|
|
|
Apr 15, 2024
Q1 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
227+ 7.81% |
$134K - $180K
|
3.13K
$2.59M
|
|
|
Apr 18, 2024
Q1 2024
|
Burt Wealth Advisors
|
BUY
|
- |
226+ 9.34% |
$134K - $179K
|
2.65K
$2.19M
|