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 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
225+ 0.96% |
$133K - $178K
|
23.8K
$19.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Worth Asset Management, LLC
|
BUY
|
- |
224+ 14.67% |
$133K - $177K
|
1.75K
$1.45M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
224+ 2.91% |
$133K - $177K
|
7.92K
$6.55M
|
|
|
Apr 25, 2024
Q1 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
222+ 1.99% |
$131K - $176K
|
11.4K
$9.41M
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
221+ 1.17% |
$131K - $175K
|
19.1K
$15.8M
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
220+ 15.55% |
$130K - $174K
|
1.64K
$1.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Segment Wealth Management, LLC
|
BUY
|
- |
219+ 17.34% |
$130K - $174K
|
1.48K
$1.23M
|
|
|
May 15, 2024
Q1 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
218+ 5.24% |
$129K - $173K
|
4.38K
$3.63M
|
|
|
Apr 29, 2024
Q1 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
216+ 35.06% |
$128K - $171K
|
832
$689K
|
|
|
May 14, 2024
Q1 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
215+ 21.54% |
$127K - $170K
|
1.21K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
215+ 14.93% |
$127K - $170K
|
1.66K
$1.37M
|
|
|
Apr 16, 2024
Q1 2024
|
Whitener Capital Management, Inc.
Rocky Mount, NC |
BUY
|
- |
212+ 17.73% |
$126K - $168K
|
1.41K
$1.17M
|
|
|
Apr 11, 2024
Q1 2024
|
Cooper Financial Group
|
BUY
|
- |
211+ 16.11% |
$125K - $167K
|
1.52K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Angeles Investment Advisors, LLC
|
BUY
|
- |
211+ 45.77% |
$125K - $167K
|
672
$556K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
208+ 1.5% |
$123K - $165K
|
14K
$11.6M
|
|
|
May 14, 2024
Q1 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
208+ 23.94% |
$123K - $165K
|
1.08K
$891K
|
|
|
Apr 22, 2024
Q1 2024
|
Financial Management Network Inc
|
BUY
|
- |
206+ 19.13% |
$122K - $163K
|
1.28K
$1.06M
|
|
|
Apr 24, 2024
Q1 2024
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
BUY
|
- |
205New |
$121K - $162K
|
205
$170K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
203+ 0.87% |
$120K - $161K
|
23.5K
$19.4M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
203+ 26.4% |
$120K - $161K
|
972
$804K
|
|
|
May 09, 2024
Q1 2024
|
Parnassus Investments, LLC
|
BUY
|
- |
203+ 14.12% |
$120K - $161K
|
1.64K
$1.36M
|
|
|
Nov 26, 2024
Q1 2024
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
203+ 3.42% |
$120K - $161K
|
6.14K
$5.08M
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
202+ 29.28% |
$120K - $160K
|
892
$738K
|
|
|
Apr 24, 2024
Q1 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
202+ 0.88% |
$120K - $160K
|
23.3K
$19.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
200+ 27.06% |
$118K - $158K
|
939
$777K
|
|
|
Apr 29, 2024
Q1 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
200+ 45.87% |
$118K - $158K
|
636
$526K
|
|
|
May 14, 2024
Q1 2024
|
Huber Capital Management LLC
El Segundo, CA |
BUY
|
- |
200+ 0.88% |
$118K - $158K
|
23K
$19.1M
|
|
|
May 14, 2024
Q1 2024
|
Alberta Investment Management Corp
Edmonton, A0 |
BUY
|
- |
200+ 1.02% |
$118K - $158K
|
19.9K
$16.5M
|
|
|
Apr 11, 2024
Q1 2024
|
Actiam N.V.
Rotterdam, P7 |
BUY
|
- |
199+ 0.11% |
$118K - $158K
|
177K
$146M
|
|
|
May 08, 2024
Q1 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
199+ 6.33% |
$118K - $158K
|
3.34K
$2.77M
|
|
|
May 08, 2024
Q1 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
199+ 10.92% |
$118K - $158K
|
2.02K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
199+ 44.22% |
$118K - $158K
|
649
$537K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
198+ 3.72% |
$117K - $157K
|
5.52K
$4.57M
|
|
|
May 10, 2024
Q1 2024
|
Cooper/Haims Advisors, LLC
|
BUY
|
- |
198+ 46.15% |
$117K - $157K
|
627
$519K
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
197+ 3.13% |
$117K - $156K
|
6.5K
$5.38M
|
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
196+ 7.2% |
$116K - $155K
|
2.92K
$2.41M
|
|
|
May 14, 2024
Q1 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
196+ 5.38% |
$116K - $155K
|
3.84K
$3.18M
|
|
|
Apr 10, 2024
Q1 2024
|
First Community Trust Na
|
BUY
|
- |
195+ 390.0% |
$115K - $154K
|
245
$203K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
195+ 9.72% |
$115K - $154K
|
2.2K
$1.82M
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
195+ 12.8% |
$115K - $154K
|
1.72K
$1.42M
|
|
|
May 08, 2024
Q1 2024
|
Rkl Wealth Management LLC
|
BUY
|
- |
194+ 6.46% |
$115K - $154K
|
3.2K
$2.65M
|
|
|
Apr 12, 2024
Q1 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
193+ 52.59% |
$114K - $153K
|
560
$463K
|
|
|
Apr 26, 2024
Q1 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
193+ 9.58% |
$114K - $153K
|
2.21K
$1.83M
|
|
|
May 16, 2024
Q1 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
193+ 15.4% |
$114K - $153K
|
1.45K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
192+ 11.93% |
$114K - $152K
|
1.8K
$1.49M
|
|
|
May 15, 2024
Q1 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
192+ 18.97% |
$114K - $152K
|
1.2K
$996K
|
|
|
May 02, 2024
Q1 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
191+ 13.11% |
$113K - $151K
|
1.65K
$1.36M
|
|
|
May 03, 2024
Q1 2024
|
Texas Permanent School Fund
Austin, TX |
BUY
|
- |
191+ 0.12% |
$113K - $151K
|
165K
$136M
|
|
|
May 13, 2024
Q1 2024
|
Natixis Investment Managers International
Paris, I0 |
BUY
|
- |
190+ 0.16% |
$113K - $151K
|
116K
$96.4M
|
|
|
May 14, 2024
Q1 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
BUY
|
- |
190+ 1.12% |
$113K - $151K
|
17.1K
$14.2M
|