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 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
115+ 18.95% |
$68.1K - $91.1K
|
722
$597K
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
113+ 6.02% |
$66.9K - $89.5K
|
1.99K
$1.65M
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
113+ 2.52% |
$66.9K - $89.5K
|
4.6K
$3.8M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
113+ 32.29% |
$66.9K - $89.5K
|
463
$383K
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
112+ 0.61% |
$66.3K - $88.7K
|
18.4K
$15.2M
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
112+ 3.27% |
$66.3K - $88.7K
|
3.53K
$2.92M
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
111+ 11.6% |
$65.7K - $87.9K
|
1.07K
$884K
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
111+ 20.56% |
$65.7K - $87.9K
|
651
$539K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
111+ 284.62% |
$65.7K - $87.9K
|
150
$124K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
110+ 0.11% |
$65.1K - $87.2K
|
98.3K
$81.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
109+ 2.02% |
$64.5K - $86.4K
|
5.52K
$4.57M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
108+ 1.51% |
$64K - $85.6K
|
7.28K
$6.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
107+ 2.81% |
$63.4K - $84.8K
|
3.91K
$3.24M
|
|
|
Apr 30, 2024
Q1 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
107+ 3.94% |
$63.4K - $84.8K
|
2.82K
$2.33M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
107+ 0.23% |
$63.4K - $84.8K
|
46.3K
$38.3M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
107+ 289.19% |
$63.4K - $84.8K
|
144
$119K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
106+ 6.39% |
$62.8K - $84K
|
1.77K
$1.46M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
106+ 1.65% |
$62.8K - $84K
|
6.51K
$5.39M
|
|
|
May 14, 2024
Q1 2024
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
106+ 1.35% |
$62.8K - $84K
|
7.96K
$6.59M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
104+ 3.78% |
$61.6K - $82.4K
|
2.86K
$2.36M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
104+ 16.46% |
$61.6K - $82.4K
|
736
$609K
|
|
|
May 07, 2024
Q1 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
104+ 5.68% |
$61.6K - $82.4K
|
1.94K
$1.6M
|
|
|
Apr 11, 2024
Q1 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
103+ 26.82% |
$61K - $81.6K
|
487
$403K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
103+ 12.96% |
$61K - $81.6K
|
898
$743K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
103+ 1.64% |
$61K - $81.6K
|
6.38K
$5.28M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
103+ 7.13% |
$61K - $81.6K
|
1.55K
$1.28M
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
BUY
|
- |
103+ 13.32% |
$61K - $81.6K
|
876
$725K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
102+ 11.11% |
$60.4K - $80.8K
|
1.02K
$844K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
100+ 1.51% |
$59.2K - $79.2K
|
6.74K
$5.58M
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
100+ 44.84% |
$59.2K - $79.2K
|
323
$267K
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
100+ 7.35% |
$59.2K - $79.2K
|
1.46K
$1.21M
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
100New |
$59.2K - $79.2K
|
100
$82.8K
|
|
|
May 10, 2024
Q1 2024
|
Lynwood Capital Management Inc.
|
BUY
|
- |
100New |
$59.2K - $79.2K
|
100
$82.8K
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
100+ 13.19% |
$59.2K - $79.2K
|
858
$710K
|
|
|
May 15, 2024
Q1 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
100+ 4.93% |
$59.2K - $79.2K
|
2.13K
$1.76M
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
100New |
$59.2K - $79.2K
|
100
$82.8K
|
|
|
May 13, 2024
Q1 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
99+ 1.86% |
$58.6K - $78.4K
|
5.42K
$4.49M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
98+ 4.12% |
$58K - $77.6K
|
2.48K
$2.05M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
98+ 3.23% |
$58K - $77.6K
|
3.13K
$2.59M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
98+ 2.05% |
$58K - $77.6K
|
4.88K
$4.04M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
98+ 4.12% |
$58K - $77.6K
|
2.48K
$2.05M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
97+ 18.65% |
$57.4K - $76.9K
|
617
$511K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
97+ 3.46% |
$57.4K - $76.9K
|
2.9K
$2.4M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
97+ 1.51% |
$57.4K - $76.9K
|
6.52K
$5.39M
|
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
96+ 7.74% |
$56.9K - $76.1K
|
1.34K
$1.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
96+ 7.41% |
$56.9K - $76.1K
|
1.39K
$1.15M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
96+ 37.65% |
$56.9K - $76.1K
|
351
$290K
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
94+ 2.13% |
$55.7K - $74.5K
|
4.51K
$3.73M
|
|
|
Mar 11, 2025
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
94+ 7.44% |
$55.7K - $74.5K
|
1.36K
$1.12M
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
93+ 16.12% |
$55.1K - $73.7K
|
670
$554K
|