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 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
85+ 7.05% |
$50.3K - $67.3K
|
1.29K
$966K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
84+ 12.37% |
$49.7K - $66.6K
|
763
$571K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
84+ 6.04% |
$49.7K - $66.6K
|
1.48K
$1.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
83+ 8.23% |
$49.2K - $65.8K
|
1.09K
$817K
|
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
83+ 10.82% |
$49.2K - $65.8K
|
850
$636K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
83+ 10.12% |
$49.2K - $65.8K
|
903
$675K
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
82+ 2.6% |
$48.6K - $65K
|
3.24K
$2.42M
|
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
82+ 4.94% |
$48.6K - $65K
|
1.74K
$1.3M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
81+ 12.68% |
$48K - $64.2K
|
720
$539K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
81+ 1.63% |
$48K - $64.2K
|
5.07K
$3.79M
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
BUY
|
- |
80+ 19.32% |
$47.4K - $63.4K
|
494
$370K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
80+ 5.68% |
$47.4K - $63.4K
|
1.49K
$1.11M
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
78+ 8.52% |
$46.2K - $61.8K
|
993
$743K
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
77+ 4.46% |
$45.6K - $61K
|
1.8K
$1.35M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
77+ 0.67% |
$45.6K - $61K
|
11.6K
$8.69M
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
BUY
|
- |
76+ 0.35% |
$45K - $60.2K
|
21.6K
$16.2M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
76+ 3.37% |
$45K - $60.2K
|
2.33K
$1.74M
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
76+ 7.33% |
$45K - $60.2K
|
1.11K
$833K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
76+ 1.95% |
$45K - $60.2K
|
3.98K
$2.97M
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
75+ 1.38% |
$44.4K - $59.4K
|
5.5K
$4.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
75+ 19.43% |
$44.4K - $59.4K
|
461
$345K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
75+ 1.45% |
$44.4K - $59.4K
|
5.25K
$3.93M
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
75+ 16.85% |
$44.4K - $59.4K
|
520
$389K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
74+ 4.36% |
$43.8K - $58.6K
|
1.77K
$1.32M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
74+ 1.55% |
$43.8K - $58.6K
|
4.84K
$3.62M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
74+ 5.8% |
$43.8K - $58.6K
|
1.35K
$1.01M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
74+ 89.16% |
$43.8K - $58.6K
|
157
$117K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
73+ 7.84% |
$43.2K - $57.8K
|
1K
$751K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
72+ 1.26% |
$42.6K - $57K
|
5.8K
$4.34M
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
72+ 7.71% |
$42.6K - $57K
|
1.01K
$752K
|
|
|
Apr 26, 2024
Q1 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
71+ 1.71% |
$42K - $56.3K
|
4.21K
$3.15M
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
71+ 7.85% |
$42K - $56.3K
|
975
$729K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
70+ 3.4% |
$41.5K - $55.5K
|
2.13K
$1.59M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
69+ 11.68% |
$40.9K - $54.7K
|
660
$494K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
68+ 8.94% |
$40.3K - $53.9K
|
829
$620K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
68+ 5.32% |
$40.3K - $53.9K
|
1.35K
$1.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
68+ 3.28% |
$40.3K - $53.9K
|
2.14K
$1.6M
|
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
68+ 16.08% |
$40.3K - $53.9K
|
491
$367K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
67+ 1.38% |
$39.7K - $53.1K
|
4.92K
$3.68M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
67+ 4.52% |
$39.7K - $53.1K
|
1.55K
$1.16M
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
67+ 18.31% |
$39.7K - $53.1K
|
433
$324K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
67+ 16.11% |
$39.7K - $53.1K
|
483
$361K
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
67+ 7.58% |
$39.7K - $53.1K
|
951
$711K
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
66+ 3.58% |
$39.1K - $52.3K
|
1.91K
$1.43M
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
65+ 8.9% |
$38.5K - $51.5K
|
795
$595K
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
BUY
|
- |
65+ 3.61% |
$38.5K - $51.5K
|
1.86K
$1.39M
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
65+ 1.22% |
$38.5K - $51.5K
|
5.4K
$4.04M
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
64+ 0.23% |
$37.9K - $50.7K
|
28K
$20.9M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
64+ 0.91% |
$37.9K - $50.7K
|
7.07K
$5.29M
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
64+ 2.76% |
$37.9K - $50.7K
|
2.39K
$1.79M
|