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 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
212+ 17.73% |
$126K - $168K
|
1.41K
$1.05M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
211+ 16.11% |
$125K - $167K
|
1.52K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
211+ 45.77% |
$125K - $167K
|
672
$503K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
208+ 1.5% |
$123K - $165K
|
14K
$10.5M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
208+ 23.94% |
$123K - $165K
|
1.08K
$806K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
206+ 19.13% |
$122K - $163K
|
1.28K
$960K
|
|
|
Apr 24, 2024
Q1 2024
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
BUY
|
- |
205New |
$121K - $162K
|
205
$153K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
203+ 0.87% |
$120K - $161K
|
23.5K
$17.6M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
203+ 26.4% |
$120K - $161K
|
972
$727K
|
|
|
May 09, 2024
Q1 2024
|
Parnassus Investments, LLC
|
BUY
|
- |
203+ 14.12% |
$120K - $161K
|
1.64K
$1.23M
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
202+ 29.28% |
$120K - $160K
|
892
$667K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
202+ 0.88% |
$120K - $160K
|
23.3K
$17.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
200+ 27.06% |
$118K - $158K
|
939
$702K
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
200+ 45.87% |
$118K - $158K
|
636
$476K
|
|
|
May 14, 2024
Q1 2024
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
200+ 0.88% |
$118K - $158K
|
23K
$17.2M
|
|
|
May 14, 2024
Q1 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
200+ 1.02% |
$118K - $158K
|
19.9K
$14.9M
|
|
|
Apr 11, 2024
Q1 2024
|
Actiam N.V.
Rotterdam, P7 |
BUY
|
- |
199+ 0.11% |
$118K - $158K
|
177K
$132M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
199+ 6.33% |
$118K - $158K
|
3.34K
$2.5M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
199+ 10.92% |
$118K - $158K
|
2.02K
$1.51M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
199+ 44.22% |
$118K - $158K
|
649
$485K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
198+ 3.72% |
$117K - $157K
|
5.52K
$4.13M
|
|
|
May 10, 2024
Q1 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
198+ 46.15% |
$117K - $157K
|
627
$469K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
197+ 3.13% |
$117K - $156K
|
6.5K
$4.86M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
196+ 7.2% |
$116K - $155K
|
2.92K
$2.18M
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
196+ 5.38% |
$116K - $155K
|
3.84K
$2.87M
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
BUY
|
- |
195+ 390.0% |
$115K - $154K
|
245
$183K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
195+ 9.72% |
$115K - $154K
|
2.2K
$1.65M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
195+ 12.8% |
$115K - $154K
|
1.72K
$1.29M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
194+ 6.46% |
$115K - $154K
|
3.2K
$2.39M
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
193+ 52.59% |
$114K - $153K
|
560
$419K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
193+ 9.58% |
$114K - $153K
|
2.21K
$1.65M
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
193+ 15.4% |
$114K - $153K
|
1.45K
$1.08M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
192+ 11.93% |
$114K - $152K
|
1.8K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
192+ 18.97% |
$114K - $152K
|
1.2K
$901K
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
191+ 13.11% |
$113K - $151K
|
1.65K
$1.23M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
191+ 0.12% |
$113K - $151K
|
165K
$123M
|
|
|
May 13, 2024
Q1 2024
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
190+ 0.16% |
$113K - $151K
|
116K
$87.1M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
190+ 1.12% |
$113K - $151K
|
17.1K
$12.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
189+ 10.01% |
$112K - $150K
|
2.08K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
189+ 43.05% |
$112K - $150K
|
628
$470K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
188+ 22.79% |
$111K - $149K
|
1.01K
$758K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
187+ 6.11% |
$111K - $148K
|
3.25K
$2.43M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
186+ 2.21% |
$110K - $147K
|
8.59K
$6.43M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
186+ 2.46% |
$110K - $147K
|
7.76K
$5.8M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
184+ 14.91% |
$109K - $146K
|
1.42K
$1.06M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
181+ 5.85% |
$107K - $143K
|
3.27K
$2.45M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
180+ 3.09% |
$107K - $143K
|
6.01K
$4.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
179+ 30.97% |
$106K - $142K
|
757
$566K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
179+ 3.85% |
$106K - $142K
|
4.83K
$3.61M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
178+ 26.02% |
$105K - $141K
|
862
$645K
|