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 15, 2024
Q1 2024
|
E Rn Financial, LLC
|
BUY
|
- |
50+ 3.67% |
$29.6K - $39.6K
|
1.41K
$1.06M
|
|
|
Apr 22, 2024
Q1 2024
|
Wendell David Associates Inc
|
BUY
|
- |
50+ 0.11% |
$29.6K - $39.6K
|
43.6K
$32.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
50New |
$29.6K - $39.6K
|
50
$37.4K
|
|
|
May 14, 2024
Q1 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
50+ 9.6% |
$29.6K - $39.6K
|
571
$427K
|
|
|
May 08, 2024
Q1 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
49+ 5.47% |
$29K - $38.8K
|
945
$707K
|
|
|
May 14, 2024
Q1 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
49+ 12.96% |
$29K - $38.8K
|
427
$319K
|
|
|
Apr 23, 2024
Q1 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
48+ 0.4% |
$28.4K - $38K
|
12K
$8.97M
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
BUY
|
- |
48+ 1.0% |
$28.4K - $38K
|
4.85K
$3.63M
|
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
BUY
|
- |
48+ 0.75% |
$28.4K - $38K
|
6.43K
$4.81M
|
|
|
May 06, 2024
Q1 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
48+ 1.82% |
$28.4K - $38K
|
2.69K
$2.01M
|
|
|
May 08, 2024
Q1 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
48+ 2.54% |
$28.4K - $38K
|
1.94K
$1.45M
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
48+ 10.6% |
$28.4K - $38K
|
501
$375K
|
|
|
Apr 23, 2024
Q1 2024
|
North Point Portfolio Managers Corp
|
BUY
|
- |
47+ 6.92% |
$27.8K - $37.2K
|
726
$543K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
47+ 1.26% |
$27.8K - $37.2K
|
3.79K
$2.84M
|
|
|
May 01, 2024
Q1 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
47+ 3.59% |
$27.8K - $37.2K
|
1.36K
$1.02M
|
|
|
May 03, 2024
Q1 2024
|
9258 Wealth Management, LLC
|
BUY
|
- |
47+ 0.92% |
$27.8K - $37.2K
|
5.17K
$3.87M
|
|
|
May 13, 2024
Q1 2024
|
Wealth Architects, LLC
|
BUY
|
- |
47+ 4.25% |
$27.8K - $37.2K
|
1.15K
$862K
|
|
|
Apr 18, 2024
Q1 2024
|
Ht Partners LLC
|
BUY
|
- |
46+ 1.09% |
$27.2K - $36.4K
|
4.25K
$3.18M
|
|
|
Apr 25, 2024
Q1 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
BUY
|
- |
46+ 0.43% |
$27.2K - $36.4K
|
10.9K
$8.13M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
46+ 10.22% |
$27.2K - $36.4K
|
496
$371K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
46+ 8.3% |
$27.2K - $36.4K
|
600
$449K
|
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
45+ 3.83% |
$26.6K - $35.7K
|
1.22K
$913K
|
|
|
Apr 15, 2024
Q1 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
45+ 3.54% |
$26.6K - $35.7K
|
1.32K
$984K
|
|
|
Apr 19, 2024
Q1 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
45+ 2.54% |
$26.6K - $35.7K
|
1.81K
$1.36M
|
|
|
Apr 19, 2024
Q1 2024
|
Everett Harris & CO
|
BUY
|
- |
45+ 0.51% |
$26.6K - $35.7K
|
8.94K
$6.69M
|
|
|
Apr 23, 2024
Q1 2024
|
Bouchey Financial Group LTD
|
BUY
|
- |
45+ 3.9% |
$26.6K - $35.7K
|
1.2K
$896K
|
|
|
May 07, 2024
Q1 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
44+ 0.54% |
$26.1K - $34.9K
|
8.15K
$6.09M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
43+ 0.39% |
$25.5K - $34.1K
|
11K
$8.26M
|
|
|
Apr 30, 2024
Q1 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
43+ 2.38% |
$25.5K - $34.1K
|
1.85K
$1.38M
|
|
|
May 01, 2024
Q1 2024
|
Source Financial Advisors LLC
New York, NY |
BUY
|
- |
43+ 6.1% |
$25.5K - $34.1K
|
748
$560K
|
|
|
May 03, 2024
Q1 2024
|
Hemington Wealth Management
|
BUY
|
- |
43+ 5.36% |
$25.5K - $34.1K
|
845
$632K
|
|
|
Apr 18, 2024
Q1 2024
|
Manchester Financial Inc
|
BUY
|
- |
42+ 9.31% |
$24.9K - $33.3K
|
493
$369K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
42New |
$24.9K - $33.3K
|
42
$31.4K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
42+ 9.91% |
$24.9K - $33.3K
|
466
$349K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
42+ 37.5% |
$24.9K - $33.3K
|
154
$115K
|
|
|
Apr 18, 2024
Q1 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
41+ 12.35% |
$24.3K - $32.5K
|
373
$279K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
41+ 8.15% |
$24.3K - $32.5K
|
544
$407K
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
41+ 5.43% |
$24.3K - $32.5K
|
796
$595K
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
40+ 1.12% |
$23.7K - $31.7K
|
3.63K
$2.71M
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
40+ 2.35% |
$23.7K - $31.7K
|
1.74K
$1.3M
|
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
40+ 4.09% |
$23.7K - $31.7K
|
1.02K
$762K
|
|
|
May 10, 2024
Q1 2024
|
Ascension Asset Management LLC
|
BUY
|
- |
40+ 1.27% |
$23.7K - $31.7K
|
3.19K
$2.39M
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
40+ 2.56% |
$23.7K - $31.7K
|
1.6K
$1.2M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
39+ 0.19% |
$23.1K - $30.9K
|
20.1K
$15.1M
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
38+ 0.9% |
$22.5K - $30.1K
|
4.26K
$3.19M
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
38+ 1.32% |
$22.5K - $30.1K
|
2.92K
$2.18M
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
38+ 7.27% |
$22.5K - $30.1K
|
561
$420K
|
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
38+ 9.34% |
$22.5K - $30.1K
|
445
$333K
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
38+ 0.36% |
$22.5K - $30.1K
|
10.6K
$7.95M
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
37+ 5.96% |
$21.9K - $29.3K
|
658
$492K
|