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 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
91+ 1.75% |
$53.9K - $72.1K
|
5.28K
$4.37M
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
91+ 2.74% |
$53.9K - $72.1K
|
3.42K
$2.83M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
91+ 69.47% |
$53.9K - $72.1K
|
222
$184K
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
90+ 0.42% |
$53.3K - $71.3K
|
21.5K
$17.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
89+ 12.36% |
$52.7K - $70.5K
|
809
$669K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
89+ 5.0% |
$52.7K - $70.5K
|
1.87K
$1.55M
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
89+ 1.54% |
$52.7K - $70.5K
|
5.88K
$4.86M
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
89+ 1.27% |
$52.7K - $70.5K
|
7.12K
$5.89M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
89+ 3.83% |
$52.7K - $70.5K
|
2.41K
$2M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
88+ 1.22% |
$52.1K - $69.7K
|
7.31K
$6.05M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
88+ 15.63% |
$52.1K - $69.7K
|
651
$539K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
87+ 1.35% |
$51.5K - $68.9K
|
6.51K
$5.39M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
87+ 2.55% |
$51.5K - $68.9K
|
3.5K
$2.9M
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
86+ 0.06% |
$50.9K - $68.1K
|
147K
$122M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
85+ 11.05% |
$50.3K - $67.3K
|
854
$707K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
85+ 7.05% |
$50.3K - $67.3K
|
1.29K
$1.07M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
84+ 12.37% |
$49.7K - $66.6K
|
763
$631K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
84+ 6.04% |
$49.7K - $66.6K
|
1.48K
$1.22M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
83+ 8.23% |
$49.2K - $65.8K
|
1.09K
$904K
|
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
83+ 10.82% |
$49.2K - $65.8K
|
850
$703K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
83+ 10.12% |
$49.2K - $65.8K
|
903
$747K
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
82+ 2.6% |
$48.6K - $65K
|
3.24K
$2.68M
|
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
82+ 4.94% |
$48.6K - $65K
|
1.74K
$1.44M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
81+ 12.68% |
$48K - $64.2K
|
720
$596K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
81+ 1.63% |
$48K - $64.2K
|
5.07K
$4.19M
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
BUY
|
- |
80+ 19.32% |
$47.4K - $63.4K
|
494
$409K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
80+ 5.68% |
$47.4K - $63.4K
|
1.49K
$1.23M
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
78+ 8.52% |
$46.2K - $61.8K
|
993
$822K
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
77+ 4.46% |
$45.6K - $61K
|
1.8K
$1.49M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
77+ 0.67% |
$45.6K - $61K
|
11.6K
$9.62M
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
BUY
|
- |
76+ 0.35% |
$45K - $60.2K
|
21.6K
$17.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
76+ 3.37% |
$45K - $60.2K
|
2.33K
$1.93M
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
76+ 7.33% |
$45K - $60.2K
|
1.11K
$921K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
76+ 1.95% |
$45K - $60.2K
|
3.98K
$3.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
75+ 1.38% |
$44.4K - $59.4K
|
5.5K
$4.55M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
75+ 19.43% |
$44.4K - $59.4K
|
461
$381K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
75+ 1.45% |
$44.4K - $59.4K
|
5.25K
$4.34M
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
75+ 16.85% |
$44.4K - $59.4K
|
520
$430K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
74+ 4.36% |
$43.8K - $58.6K
|
1.77K
$1.47M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
74+ 1.55% |
$43.8K - $58.6K
|
4.84K
$4M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
74+ 5.8% |
$43.8K - $58.6K
|
1.35K
$1.12M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
74+ 89.16% |
$43.8K - $58.6K
|
157
$130K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
73+ 7.84% |
$43.2K - $57.8K
|
1K
$831K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
72+ 1.26% |
$42.6K - $57K
|
5.8K
$4.8M
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
72+ 7.71% |
$42.6K - $57K
|
1.01K
$833K
|
|
|
Apr 26, 2024
Q1 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
71+ 1.71% |
$42K - $56.3K
|
4.21K
$3.49M
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
71+ 7.85% |
$42K - $56.3K
|
975
$807K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
71New |
$42K - $56.3K
|
71
$58.8K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
70+ 3.4% |
$41.5K - $55.5K
|
2.13K
$1.76M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
69+ 11.68% |
$40.9K - $54.7K
|
660
$546K
|