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 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
37+ 2.7% |
$21.9K - $29.3K
|
1.41K
$1.05M
|
|
Apr 11, 2024
Q1 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
36+ 1.71% |
$21.3K - $28.5K
|
2.15K
$1.61M
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
35+ 0.33% |
$20.7K - $27.7K
|
10.5K
$7.88M
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
35+ 2.49% |
$20.7K - $27.7K
|
1.44K
$1.08M
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
35+ 5.57% |
$20.7K - $27.7K
|
663
$496K
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
35+ 0.15% |
$20.7K - $27.7K
|
24.1K
$18M
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
35+ 8.75% |
$20.7K - $27.7K
|
435
$325K
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
35+ 1.18% |
$20.7K - $27.7K
|
3.01K
$2.25M
|
|
May 15, 2024
Q1 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
35+ 0.11% |
$20.7K - $27.7K
|
32K
$23.9M
|
|
May 15, 2024
Q1 2024
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
35+ 3.83% |
$20.7K - $27.7K
|
950
$711K
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
35+ 0.72% |
$20.7K - $27.7K
|
4.88K
$3.65M
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
34+ 4.52% |
$20.1K - $26.9K
|
786
$588K
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
34+ 0.52% |
$20.1K - $26.9K
|
6.63K
$4.96M
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
34+ 22.67% |
$20.1K - $26.9K
|
184
$138K
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
33+ 5.14% |
$19.5K - $26.1K
|
675
$505K
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
33+ 1.05% |
$19.5K - $26.1K
|
3.17K
$2.37M
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
33+ 9.02% |
$19.5K - $26.1K
|
399
$298K
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
BUY
|
- |
33+ 1.79% |
$19.5K - $26.1K
|
1.87K
$1.4M
|
|
May 14, 2024
Q1 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
33+ 2.6% |
$19.5K - $26.1K
|
1.3K
$972K
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
33+ 24.44% |
$19.5K - $26.1K
|
168
$126K
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
33New |
$19.5K - $26.1K
|
33
$24.7K
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
32+ 1.32% |
$19K - $25.4K
|
2.46K
$1.84M
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
32+ 1.72% |
$19K - $25.4K
|
1.89K
$1.42M
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
32+ 3.02% |
$19K - $25.4K
|
1.09K
$817K
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
32+ 2.43% |
$19K - $25.4K
|
1.35K
$1.01M
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
BUY
|
- |
31+ 0.38% |
$18.4K - $24.6K
|
8.21K
$6.14M
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
31+ 6.18% |
$18.4K - $24.6K
|
533
$399K
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
31+ 0.06% |
$18.4K - $24.6K
|
49.9K
$37.3M
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
31+ 0.26% |
$18.4K - $24.6K
|
11.9K
$8.89M
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
31+ 1.32% |
$18.4K - $24.6K
|
2.38K
$1.78M
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
30+ 1.24% |
$17.8K - $23.8K
|
2.46K
$1.84M
|
|
May 02, 2024
Q1 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
30+ 1.24% |
$17.8K - $23.8K
|
2.45K
$1.83M
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
30+ 5.85% |
$17.8K - $23.8K
|
543
$406K
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
29+ 0.22% |
$17.2K - $23K
|
13.4K
$10M
|
|
Apr 12, 2024
Q1 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
29+ 0.89% |
$17.2K - $23K
|
3.28K
$2.45M
|
|
Apr 17, 2024
Q1 2024
|
Planning Alternatives LTD
|
BUY
|
- |
29+ 6.94% |
$17.2K - $23K
|
447
$334K
|
|
May 07, 2024
Q1 2024
|
Chilton Capital Management LLC
Houston, TX |
BUY
|
- |
29+ 0.19% |
$17.2K - $23K
|
15.7K
$11.7M
|
|
May 08, 2024
Q1 2024
|
First National Bank Of Hutchinson
|
BUY
|
- |
29+ 1.49% |
$17.2K - $23K
|
1.98K
$1.48M
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
29+ 7.75% |
$17.2K - $23K
|
403
$301K
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
28+ 4.08% |
$16.6K - $22.2K
|
714
$534K
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
28+ 0.87% |
$16.6K - $22.2K
|
3.24K
$2.43M
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
28+ 4.38% |
$16.6K - $22.2K
|
667
$499K
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
28+ 1.36% |
$16.6K - $22.2K
|
2.08K
$1.56M
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
28+ 6.95% |
$16.6K - $22.2K
|
431
$322K
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
28+ 1.54% |
$16.6K - $22.2K
|
1.85K
$1.38M
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
27+ 1.14% |
$16K - $21.4K
|
2.4K
$1.8M
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
27+ 2.9% |
$16K - $21.4K
|
959
$717K
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
27+ 0.47% |
$16K - $21.4K
|
5.73K
$4.28M
|
|
May 14, 2024
Q1 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
27+ 3.02% |
$16K - $21.4K
|
921
$689K
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
27+ 1.57% |
$16K - $21.4K
|
1.75K
$1.31M
|