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 03, 2024
Q1 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
178+ 26.02% |
$105K - $141K
|
862
$679K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
177+ 4.41% |
$105K - $140K
|
4.19K
$3.31M
|
|
|
May 13, 2024
Q1 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
177+ 19.78% |
$105K - $140K
|
1.07K
$845K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
176+ 2.46% |
$104K - $139K
|
7.32K
$5.77M
|
|
|
May 14, 2024
Q1 2024
|
Plancorp, LLC
|
BUY
|
- |
176+ 1.45% |
$104K - $139K
|
12.4K
$9.74M
|
|
|
May 13, 2024
Q1 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
175+ 23.97% |
$104K - $139K
|
905
$713K
|
|
|
May 15, 2024
Q1 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
175+ 17.33% |
$104K - $139K
|
1.19K
$934K
|
|
|
Apr 12, 2024
Q1 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
174+ 28.2% |
$103K - $138K
|
791
$623K
|
|
|
Apr 23, 2024
Q1 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
174+ 3.55% |
$103K - $138K
|
5.08K
$4.01M
|
|
|
Apr 24, 2024
Q1 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
174+ 4.25% |
$103K - $138K
|
4.27K
$3.37M
|
|
|
Apr 26, 2024
Q1 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
174+ 2.82% |
$103K - $138K
|
6.35K
$5M
|
|
|
May 02, 2024
Q1 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
BUY
|
- |
174+ 30.74% |
$103K - $138K
|
740
$583K
|
|
|
Apr 18, 2024
Q1 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
172+ 18.47% |
$102K - $136K
|
1.1K
$869K
|
|
|
May 08, 2024
Q1 2024
|
New Square Capital LLC
|
BUY
|
- |
172+ 4.11% |
$102K - $136K
|
4.36K
$3.43M
|
|
|
Apr 08, 2024
Q1 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
171+ 9.72% |
$101K - $135K
|
1.93K
$1.52M
|
|
|
Apr 24, 2024
Q1 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
171+ 2.29% |
$101K - $135K
|
7.63K
$6.01M
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
171+ 2.97% |
$101K - $135K
|
5.93K
$4.67M
|
|
|
May 13, 2024
Q1 2024
|
Accent Capital Management, LLC
Dayton, OH |
BUY
|
- |
171+ 6.1% |
$101K - $135K
|
2.97K
$2.34M
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
170+ 11.07% |
$101K - $135K
|
1.71K
$1.34M
|
|
|
Apr 29, 2024
Q1 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
170+ 43.93% |
$101K - $135K
|
557
$439K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
170+ 1.85% |
$101K - $135K
|
9.38K
$7.4M
|
|
|
May 06, 2024
Q1 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
169+ 5.66% |
$100K - $134K
|
3.16K
$2.49M
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
168+ 1.61% |
$99.5K - $133K
|
10.6K
$8.38M
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
168+ 5.44% |
$99.5K - $133K
|
3.25K
$2.56M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
166+ 8.06% |
$98.3K - $132K
|
2.23K
$1.75M
|
|
|
Apr 26, 2024
Q1 2024
|
Foster Victor Wealth Advisors, LLC
|
BUY
|
- |
166+ 38.6% |
$98.3K - $132K
|
596
$470K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
165+ 2.88% |
$97.7K - $131K
|
5.9K
$4.65M
|
|
|
Apr 29, 2024
Q1 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
165+ 19.78% |
$97.7K - $131K
|
999
$787K
|
|
|
Jun 11, 2024
Q1 2024
|
Jackson Wealth Management, LLC
|
BUY
|
- |
164+ 2.59% |
$97.1K - $130K
|
6.5K
$5.12M
|
|
|
May 14, 2024
Q1 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
163+ 0.45% |
$96.5K - $129K
|
36.6K
$28.8M
|
|
|
May 15, 2024
Q1 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
163+ 1.88% |
$96.5K - $129K
|
8.82K
$6.95M
|
|
|
May 14, 2024
Q1 2024
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
161+ 0.19% |
$95.3K - $128K
|
85.9K
$67.7M
|
|
|
Apr 22, 2024
Q1 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
158+ 3.62% |
$93.6K - $125K
|
4.53K
$3.57M
|
|
|
May 08, 2024
Q1 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
158+ 20.95% |
$93.6K - $125K
|
912
$719K
|
|
|
May 06, 2024
Q1 2024
|
Leisure Capital Management
|
BUY
|
- |
156+ 17.05% |
$92.4K - $124K
|
1.07K
$844K
|
|
|
May 06, 2024
Q1 2024
|
Benedetti & Gucer, Inc.
|
BUY
|
- |
155+ 5.07% |
$91.8K - $123K
|
3.21K
$2.53M
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
155+ 484.38% |
$91.8K - $123K
|
187
$147K
|
|
|
May 13, 2024
Q1 2024
|
Frazier Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
155+ 37.8% |
$91.8K - $123K
|
565
$445K
|
|
|
Apr 26, 2024
Q1 2024
|
Planned Solutions, Inc.
|
BUY
|
- |
154+ 4.5% |
$91.2K - $122K
|
3.58K
$2.82M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
153+ 10.54% |
$90.6K - $121K
|
1.6K
$1.26M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
153+ 1.84% |
$90.6K - $121K
|
8.45K
$6.66M
|
|
|
Apr 17, 2024
Q1 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
151+ 30.2% |
$89.4K - $120K
|
651
$513K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
150+ 4.4% |
$88.8K - $119K
|
3.56K
$2.81M
|
|
|
May 15, 2024
Q1 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
150New |
$88.8K - $119K
|
150
$118K
|
|
|
May 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
149+ 4.76% |
$88.2K - $118K
|
3.28K
$2.59M
|
|
|
May 15, 2024
Q1 2024
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
148+ 20.73% |
$87.6K - $117K
|
862
$679K
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
146+ 10.4% |
$86.5K - $116K
|
1.55K
$1.22M
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
146New |
$86.5K - $116K
|
146
$115K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
145+ 5.35% |
$85.9K - $115K
|
2.86K
$2.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
145+ 28.27% |
$85.9K - $115K
|
658
$519K
|