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 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
189+ 10.01% |
$112K - $150K
|
2.08K
$1.72M
|
|
|
May 14, 2024
Q1 2024
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
189+ 43.05% |
$112K - $150K
|
628
$520K
|
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
188+ 22.79% |
$111K - $149K
|
1.01K
$838K
|
|
|
May 09, 2024
Q1 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
187+ 6.11% |
$111K - $148K
|
3.25K
$2.69M
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
186+ 2.21% |
$110K - $147K
|
8.59K
$7.11M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
186+ 2.46% |
$110K - $147K
|
7.76K
$6.42M
|
|
|
May 13, 2024
Q1 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
184+ 14.91% |
$109K - $146K
|
1.42K
$1.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
181+ 5.85% |
$107K - $143K
|
3.27K
$2.71M
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
180+ 3.09% |
$107K - $143K
|
6.01K
$4.97M
|
|
|
Apr 24, 2024
Q1 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
179+ 30.97% |
$106K - $142K
|
757
$626K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
179+ 3.85% |
$106K - $142K
|
4.83K
$3.99M
|
|
|
May 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
178+ 26.02% |
$105K - $141K
|
862
$713K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
177+ 4.41% |
$105K - $140K
|
4.19K
$3.47M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
177+ 19.78% |
$105K - $140K
|
1.07K
$887K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
176+ 2.46% |
$104K - $139K
|
7.32K
$6.05M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
176+ 1.45% |
$104K - $139K
|
12.4K
$10.2M
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
175+ 23.97% |
$104K - $139K
|
905
$749K
|
|
|
May 15, 2024
Q1 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
175+ 17.33% |
$104K - $139K
|
1.19K
$981K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
174+ 28.2% |
$103K - $138K
|
791
$655K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
174+ 3.55% |
$103K - $138K
|
5.08K
$4.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
174+ 4.25% |
$103K - $138K
|
4.27K
$3.53M
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
174+ 2.82% |
$103K - $138K
|
6.35K
$5.25M
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
174+ 30.74% |
$103K - $138K
|
740
$612K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
172+ 18.47% |
$102K - $136K
|
1.1K
$913K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
172+ 4.11% |
$102K - $136K
|
4.36K
$3.6M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
171+ 9.72% |
$101K - $135K
|
1.93K
$1.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
171+ 2.29% |
$101K - $135K
|
7.63K
$6.31M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
171+ 2.97% |
$101K - $135K
|
5.93K
$4.9M
|
|
|
May 13, 2024
Q1 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
171+ 6.1% |
$101K - $135K
|
2.97K
$2.46M
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
170+ 11.07% |
$101K - $135K
|
1.71K
$1.41M
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
170+ 43.93% |
$101K - $135K
|
557
$461K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
170+ 1.85% |
$101K - $135K
|
9.38K
$7.76M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
169+ 5.66% |
$100K - $134K
|
3.16K
$2.61M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
168+ 1.61% |
$99.5K - $133K
|
10.6K
$8.8M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
168+ 5.44% |
$99.5K - $133K
|
3.25K
$2.69M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
166+ 8.06% |
$98.3K - $132K
|
2.23K
$1.84M
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
166+ 38.6% |
$98.3K - $132K
|
596
$493K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
165+ 2.88% |
$97.7K - $131K
|
5.9K
$4.88M
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
165+ 19.78% |
$97.7K - $131K
|
999
$827K
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
164+ 2.59% |
$97.1K - $130K
|
6.5K
$5.37M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
163+ 0.45% |
$96.5K - $129K
|
36.6K
$30.3M
|
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
163+ 1.88% |
$96.5K - $129K
|
8.82K
$7.3M
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
161+ 0.19% |
$95.3K - $128K
|
85.9K
$71.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
158+ 3.62% |
$93.6K - $125K
|
4.53K
$3.75M
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
158+ 20.95% |
$93.6K - $125K
|
912
$755K
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
BUY
|
- |
156+ 17.05% |
$92.4K - $124K
|
1.07K
$886K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
155+ 5.07% |
$91.8K - $123K
|
3.21K
$2.66M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
155+ 484.38% |
$91.8K - $123K
|
187
$155K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
155+ 37.8% |
$91.8K - $123K
|
565
$468K
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
154+ 4.5% |
$91.2K - $122K
|
3.58K
$2.96M
|