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 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
64+ 2.76% |
$37.9K - $50.7K
|
2.39K
$1.88M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
64+ 5.57% |
$37.9K - $50.7K
|
1.21K
$957K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
64+ 1600.0% |
$37.9K - $50.7K
|
68
$53.6K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
64+ 6.26% |
$37.9K - $50.7K
|
1.09K
$857K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
63+ 0.25% |
$37.3K - $49.9K
|
25.3K
$19.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
62+ 5.49% |
$36.7K - $49.1K
|
1.19K
$940K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
62+ 1.08% |
$36.7K - $49.1K
|
5.78K
$4.56M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
62+ 3.31% |
$36.7K - $49.1K
|
1.93K
$1.52M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
61+ 9.64% |
$36.1K - $48.3K
|
694
$547K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
61+ 6.06% |
$36.1K - $48.3K
|
1.07K
$841K
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
61+ 9.19% |
$36.1K - $48.3K
|
725
$571K
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
61+ 7.45% |
$36.1K - $48.3K
|
880
$694K
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
61+ 4.24% |
$36.1K - $48.3K
|
1.5K
$1.18M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
61+ 2.98% |
$36.1K - $48.3K
|
2.11K
$1.66M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
61+ 3.66% |
$36.1K - $48.3K
|
1.73K
$1.36M
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
60+ 1.46% |
$35.5K - $47.5K
|
4.17K
$3.28M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
60+ 4.92% |
$35.5K - $47.5K
|
1.28K
$1.01M
|
|
|
May 10, 2024
Q1 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
60+ 2.18% |
$35.5K - $47.5K
|
2.81K
$2.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
59+ 9.64% |
$34.9K - $46.7K
|
671
$529K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
59+ 0.75% |
$34.9K - $46.7K
|
7.97K
$6.28M
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
58+ 5.42% |
$34.3K - $46K
|
1.13K
$889K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
58+ 1.4% |
$34.3K - $46K
|
4.19K
$3.31M
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
58+ 2.6% |
$34.3K - $46K
|
2.29K
$1.8M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
58+ 5.53% |
$34.3K - $46K
|
1.11K
$872K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
58+ 2.44% |
$34.3K - $46K
|
2.44K
$1.92M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
57+ 2.55% |
$33.8K - $45.2K
|
2.29K
$1.8M
|
|
|
Apr 22, 2024
Q1 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
57+ 7.5% |
$33.8K - $45.2K
|
817
$644K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
56+ 7.59% |
$33.2K - $44.4K
|
794
$626K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
56+ 2.91% |
$33.2K - $44.4K
|
1.98K
$1.56M
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
56+ 6.33% |
$33.2K - $44.4K
|
940
$741K
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
55+ 6.93% |
$32.6K - $43.6K
|
849
$669K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
55+ 2.59% |
$32.6K - $43.6K
|
2.18K
$1.72M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
BUY
|
- |
55+ 15.58% |
$32.6K - $43.6K
|
408
$322K
|
|
|
May 15, 2024
Q1 2024
|
Wisconsin Capital Management LLC
|
BUY
|
- |
55+ 0.76% |
$32.6K - $43.6K
|
7.32K
$5.77M
|
|
|
May 15, 2024
Q1 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
55+ 13.82% |
$32.6K - $43.6K
|
453
$357K
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
54+ 8.44% |
$32K - $42.8K
|
694
$547K
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
54+ 7.33% |
$32K - $42.8K
|
791
$623K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
53+ 2.17% |
$31.4K - $42K
|
2.5K
$1.97M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
53+ 0.54% |
$31.4K - $42K
|
9.84K
$7.76M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
BUY
|
- |
53+ 3.23% |
$31.4K - $42K
|
1.69K
$1.33M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
52+ 1.41% |
$30.8K - $41.2K
|
3.74K
$2.94M
|
|
|
May 15, 2024
Q1 2024
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
52New |
$30.8K - $41.2K
|
52
$41K
|
|
|
May 15, 2024
Q1 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
52+ 7.77% |
$30.8K - $41.2K
|
721
$568K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
52+ 0.77% |
$30.8K - $41.2K
|
6.76K
$5.33M
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
51+ 3.21% |
$30.2K - $40.4K
|
1.64K
$1.29M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
51New |
$30.2K - $40.4K
|
51
$40.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
51+ 13.67% |
$30.2K - $40.4K
|
424
$334K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
51+ 4.71% |
$30.2K - $40.4K
|
1.13K
$893K
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
51+ 2.26% |
$30.2K - $40.4K
|
2.31K
$1.82M
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
51+ 11.72% |
$30.2K - $40.4K
|
486
$383K
|