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 15, 2024
Q1 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
55+ 13.82% |
$32.6K - $43.6K
|
453
$375K
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
54+ 8.44% |
$32K - $42.8K
|
694
$574K
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
54+ 7.33% |
$32K - $42.8K
|
791
$655K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
53+ 2.17% |
$31.4K - $42K
|
2.5K
$2.07M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
53+ 0.54% |
$31.4K - $42K
|
9.84K
$8.14M
|
|
|
May 14, 2024
Q1 2024
|
Forte Capital LLC
|
BUY
|
- |
53+ 3.23% |
$31.4K - $42K
|
1.69K
$1.4M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
52+ 1.41% |
$30.8K - $41.2K
|
3.74K
$3.09M
|
|
|
May 15, 2024
Q1 2024
|
Mufg Securities Emea PLC
London, X0 |
BUY
|
- |
52New |
$30.8K - $41.2K
|
52
$43K
|
|
|
May 15, 2024
Q1 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
52+ 7.77% |
$30.8K - $41.2K
|
721
$597K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
52+ 0.77% |
$30.8K - $41.2K
|
6.76K
$5.6M
|
|
|
Dec 19, 2024
Q1 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
52+ 6.3% |
$30.8K - $41.2K
|
877
$726K
|
|
|
Apr 09, 2024
Q1 2024
|
Foster Group, Inc.
|
BUY
|
- |
51+ 3.21% |
$30.2K - $40.4K
|
1.64K
$1.36M
|
|
|
Apr 19, 2024
Q1 2024
|
Redmont Wealth Advisors LLC
Chicago, IL |
BUY
|
- |
51New |
$30.2K - $40.4K
|
51
$42.2K
|
|
|
Apr 26, 2024
Q1 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
51+ 13.67% |
$30.2K - $40.4K
|
424
$351K
|
|
|
May 07, 2024
Q1 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
51+ 4.71% |
$30.2K - $40.4K
|
1.13K
$938K
|
|
|
May 13, 2024
Q1 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
51+ 2.26% |
$30.2K - $40.4K
|
2.31K
$1.91M
|
|
|
May 13, 2024
Q1 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
51+ 11.72% |
$30.2K - $40.4K
|
486
$402K
|
|
|
May 15, 2024
Q1 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
51+ 68.0% |
$30.2K - $40.4K
|
126
$104K
|
|
|
Apr 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
50+ 3.67% |
$29.6K - $39.6K
|
1.41K
$1.17M
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
BUY
|
- |
50+ 0.11% |
$29.6K - $39.6K
|
43.6K
$36.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
50New |
$29.6K - $39.6K
|
50
$41.4K
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
50+ 9.6% |
$29.6K - $39.6K
|
571
$473K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
49+ 5.47% |
$29K - $38.8K
|
945
$782K
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
49+ 12.96% |
$29K - $38.8K
|
427
$353K
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
48+ 0.4% |
$28.4K - $38K
|
12K
$9.92M
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
48+ 1.0% |
$28.4K - $38K
|
4.85K
$4.01M
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
BUY
|
- |
48+ 0.75% |
$28.4K - $38K
|
6.43K
$5.32M
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
48+ 1.82% |
$28.4K - $38K
|
2.69K
$2.22M
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
48+ 2.54% |
$28.4K - $38K
|
1.94K
$1.6M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
48+ 10.6% |
$28.4K - $38K
|
501
$415K
|
|
|
Apr 23, 2024
Q1 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
47+ 6.92% |
$27.8K - $37.2K
|
726
$601K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
47+ 1.26% |
$27.8K - $37.2K
|
3.79K
$3.14M
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
47+ 3.59% |
$27.8K - $37.2K
|
1.36K
$1.12M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
47+ 0.92% |
$27.8K - $37.2K
|
5.17K
$4.28M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
47+ 4.25% |
$27.8K - $37.2K
|
1.15K
$954K
|
|
|
Apr 18, 2024
Q1 2024
|
Ht Partners LLC
|
BUY
|
- |
46+ 1.09% |
$27.2K - $36.4K
|
4.25K
$3.52M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
46+ 0.43% |
$27.2K - $36.4K
|
10.9K
$8.99M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
46+ 10.22% |
$27.2K - $36.4K
|
496
$410K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
46+ 8.3% |
$27.2K - $36.4K
|
600
$497K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
45+ 3.83% |
$26.6K - $35.7K
|
1.22K
$1.01M
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
45+ 3.54% |
$26.6K - $35.7K
|
1.32K
$1.09M
|
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
45+ 2.54% |
$26.6K - $35.7K
|
1.81K
$1.5M
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
45+ 0.51% |
$26.6K - $35.7K
|
8.94K
$7.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
45+ 3.9% |
$26.6K - $35.7K
|
1.2K
$991K
|
|
|
Jan 28, 2025
Q1 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
45+ 4.4% |
$26.6K - $35.7K
|
1.07K
$883K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
44+ 0.54% |
$26.1K - $34.9K
|
8.15K
$6.74M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
43+ 0.39% |
$25.5K - $34.1K
|
11K
$9.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
43+ 2.38% |
$25.5K - $34.1K
|
1.85K
$1.53M
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
43+ 6.1% |
$25.5K - $34.1K
|
748
$619K
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
BUY
|
- |
43+ 5.36% |
$25.5K - $34.1K
|
845
$699K
|