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
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
145+ 15.85% |
$85.9K - $115K
|
1.06K
$835K
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
145+ 1.98% |
$85.9K - $115K
|
7.47K
$5.89M
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
BUY
|
- |
143+ 1.89% |
$84.7K - $113K
|
7.72K
$6.09M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
143+ 1.67% |
$84.7K - $113K
|
8.71K
$6.87M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
141+ 3.85% |
$83.5K - $112K
|
3.8K
$3M
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
139+ 11.91% |
$82.3K - $110K
|
1.31K
$1.03M
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
139+ 7.24% |
$82.3K - $110K
|
2.06K
$1.62M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
138+ 35.11% |
$81.7K - $109K
|
531
$419K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
138+ 2.55% |
$81.7K - $109K
|
5.56K
$4.38M
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
138+ 6.39% |
$81.7K - $109K
|
2.3K
$1.81M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
136+ 2.21% |
$80.5K - $108K
|
6.29K
$4.96M
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
135+ 16.73% |
$79.9K - $107K
|
942
$742K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
134+ 30.66% |
$79.4K - $106K
|
571
$450K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
134+ 17.54% |
$79.4K - $106K
|
898
$708K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
134+ 6.78% |
$79.4K - $106K
|
2.11K
$1.66M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
134+ 1.02% |
$79.4K - $106K
|
13.3K
$10.5M
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
133+ 7.32% |
$78.8K - $105K
|
1.95K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
133+ 4.35% |
$78.8K - $105K
|
3.19K
$2.51M
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
131+ 2.73% |
$77.6K - $104K
|
4.93K
$3.88M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
130+ 3.22% |
$77K - $103K
|
4.17K
$3.29M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
130+ 0.17% |
$77K - $103K
|
76.3K
$60.1M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
130+ 1.44% |
$77K - $103K
|
9.19K
$7.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
129+ 13.65% |
$76.4K - $102K
|
1.07K
$847K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
126+ 9.89% |
$74.6K - $99.8K
|
1.4K
$1.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
125+ 10.95% |
$74K - $99K
|
1.27K
$999K
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
124+ 26.11% |
$73.4K - $98.2K
|
599
$472K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
123+ 12.6% |
$72.8K - $97.5K
|
1.1K
$866K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
122+ 11.48% |
$72.2K - $96.7K
|
1.19K
$934K
|
|
|
Apr 24, 2024
Q1 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
121New |
$71.7K - $95.9K
|
121
$95.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
121+ 2.91% |
$71.7K - $95.9K
|
4.28K
$3.37M
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
121+ 0.25% |
$71.7K - $95.9K
|
49.3K
$38.9M
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
120+ 8.3% |
$71.1K - $95.1K
|
1.57K
$1.23M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
120+ 0.88% |
$71.1K - $95.1K
|
13.7K
$10.8M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
120+ 0.88% |
$71.1K - $95.1K
|
13.7K
$10.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
119+ 11.95% |
$70.5K - $94.3K
|
1.12K
$879K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
117+ 5.26% |
$69.3K - $92.7K
|
2.34K
$1.84M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
117+ 10.66% |
$69.3K - $92.7K
|
1.22K
$958K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
115+ 18.95% |
$68.1K - $91.1K
|
722
$569K
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
113+ 6.02% |
$66.9K - $89.5K
|
1.99K
$1.57M
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
113+ 2.52% |
$66.9K - $89.5K
|
4.6K
$3.62M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
113+ 32.29% |
$66.9K - $89.5K
|
463
$365K
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
112+ 0.61% |
$66.3K - $88.7K
|
18.4K
$14.5M
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
112+ 3.27% |
$66.3K - $88.7K
|
3.53K
$2.79M
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
111+ 11.6% |
$65.7K - $87.9K
|
1.07K
$842K
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
111+ 20.56% |
$65.7K - $87.9K
|
651
$513K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
111+ 284.62% |
$65.7K - $87.9K
|
150
$118K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
110+ 0.11% |
$65.1K - $87.2K
|
98.3K
$77.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
109+ 2.02% |
$64.5K - $86.4K
|
5.52K
$4.35M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
108+ 1.51% |
$64K - $85.6K
|
7.28K
$5.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
107+ 2.81% |
$63.4K - $84.8K
|
3.91K
$3.08M
|