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 18, 2024
Q1 2024
|
Manchester Financial Inc
|
BUY
|
- |
42+ 9.31% |
$24.9K - $33.3K
|
493
$408K
|
|
|
May 02, 2024
Q1 2024
|
En Rich Financial Partners LLC
Madison, WI |
BUY
|
- |
42New |
$24.9K - $33.3K
|
42
$34.8K
|
|
|
May 02, 2024
Q1 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
BUY
|
- |
42+ 9.91% |
$24.9K - $33.3K
|
466
$386K
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
42+ 37.5% |
$24.9K - $33.3K
|
154
$127K
|
|
|
Apr 18, 2024
Q1 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
41+ 12.35% |
$24.3K - $32.5K
|
373
$309K
|
|
|
Apr 23, 2024
Q1 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
41+ 8.15% |
$24.3K - $32.5K
|
544
$450K
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
41+ 5.43% |
$24.3K - $32.5K
|
796
$659K
|
|
|
Apr 16, 2024
Q1 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
40+ 1.12% |
$23.7K - $31.7K
|
3.63K
$3M
|
|
|
May 02, 2024
Q1 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
40+ 2.35% |
$23.7K - $31.7K
|
1.74K
$1.44M
|
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
40+ 4.09% |
$23.7K - $31.7K
|
1.02K
$843K
|
|
|
May 10, 2024
Q1 2024
|
Ascension Asset Management LLC
|
BUY
|
- |
40+ 1.27% |
$23.7K - $31.7K
|
3.19K
$2.64M
|
|
|
May 15, 2024
Q1 2024
|
Industrial Alliance Investment Management Inc.
Quebec, A8 |
BUY
|
- |
40+ 2.56% |
$23.7K - $31.7K
|
1.6K
$1.33M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
39+ 0.19% |
$23.1K - $30.9K
|
20.1K
$16.7M
|
|
|
Apr 15, 2024
Q1 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
38+ 0.9% |
$22.5K - $30.1K
|
4.26K
$3.53M
|
|
|
Apr 18, 2024
Q1 2024
|
Monument Capital Management
|
BUY
|
- |
38+ 1.32% |
$22.5K - $30.1K
|
2.92K
$2.41M
|
|
|
Apr 25, 2024
Q1 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
38+ 7.27% |
$22.5K - $30.1K
|
561
$464K
|
|
|
May 08, 2024
Q1 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
38+ 9.34% |
$22.5K - $30.1K
|
445
$368K
|
|
|
May 10, 2024
Q1 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
38+ 0.36% |
$22.5K - $30.1K
|
10.6K
$8.79M
|
|
|
May 02, 2024
Q1 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
37+ 5.96% |
$21.9K - $29.3K
|
658
$545K
|
|
|
May 14, 2024
Q1 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
37+ 2.7% |
$21.9K - $29.3K
|
1.41K
$1.17M
|
|
|
Apr 11, 2024
Q1 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
36+ 1.71% |
$21.3K - $28.5K
|
2.15K
$1.78M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
35+ 0.33% |
$20.7K - $27.7K
|
10.5K
$8.72M
|
|
|
Apr 12, 2024
Q1 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
35+ 2.49% |
$20.7K - $27.7K
|
1.44K
$1.19M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
35+ 5.57% |
$20.7K - $27.7K
|
663
$549K
|
|
|
Apr 16, 2024
Q1 2024
|
Jackson Square Capital, LLC
|
BUY
|
- |
35+ 0.15% |
$20.7K - $27.7K
|
24.1K
$19.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
35+ 8.75% |
$20.7K - $27.7K
|
435
$360K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
35+ 1.18% |
$20.7K - $27.7K
|
3.01K
$2.49M
|
|
|
May 15, 2024
Q1 2024
|
Bridgeway Capital Management, LLC
Houston, TX |
BUY
|
- |
35+ 0.11% |
$20.7K - $27.7K
|
32K
$26.5M
|
|
|
May 15, 2024
Q1 2024
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
35+ 3.83% |
$20.7K - $27.7K
|
950
$786K
|
|
|
May 16, 2024
Q1 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
35+ 0.72% |
$20.7K - $27.7K
|
4.88K
$4.04M
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
34+ 4.52% |
$20.1K - $26.9K
|
786
$650K
|
|
|
May 08, 2024
Q1 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
34+ 0.52% |
$20.1K - $26.9K
|
6.63K
$5.49M
|
|
|
Jun 21, 2024
Q1 2024
|
Abich Financial Wealth Management LLC
Ashburn, VA |
BUY
|
- |
34+ 22.67% |
$20.1K - $26.9K
|
184
$152K
|
|
|
Apr 15, 2024
Q1 2024
|
Falcon Wealth Planning
|
BUY
|
- |
33+ 5.14% |
$19.5K - $26.1K
|
675
$559K
|
|
|
Apr 26, 2024
Q1 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
33+ 1.05% |
$19.5K - $26.1K
|
3.17K
$2.62M
|
|
|
Apr 30, 2024
Q1 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
33+ 9.02% |
$19.5K - $26.1K
|
399
$330K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
BUY
|
- |
33+ 1.79% |
$19.5K - $26.1K
|
1.87K
$1.55M
|
|
|
May 14, 2024
Q1 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
33+ 2.6% |
$19.5K - $26.1K
|
1.3K
$1.08M
|
|
|
May 15, 2024
Q1 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
33+ 24.44% |
$19.5K - $26.1K
|
168
$139K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
33New |
$19.5K - $26.1K
|
33
$27.3K
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
32+ 1.32% |
$19K - $25.4K
|
2.46K
$2.04M
|
|
|
May 07, 2024
Q1 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
32+ 1.72% |
$19K - $25.4K
|
1.89K
$1.57M
|
|
|
May 08, 2024
Q1 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
32+ 3.02% |
$19K - $25.4K
|
1.09K
$904K
|
|
|
May 09, 2024
Q1 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
32+ 2.43% |
$19K - $25.4K
|
1.35K
$1.12M
|
|
|
Apr 09, 2024
Q1 2024
|
Woodstock Corp
|
BUY
|
- |
31+ 0.38% |
$18.4K - $24.6K
|
8.21K
$6.8M
|
|
|
Apr 12, 2024
Q1 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
31+ 6.18% |
$18.4K - $24.6K
|
533
$441K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
31+ 0.06% |
$18.4K - $24.6K
|
49.9K
$41.3M
|
|
|
May 13, 2024
Q1 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
31+ 0.26% |
$18.4K - $24.6K
|
11.9K
$9.84M
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
31+ 1.32% |
$18.4K - $24.6K
|
2.38K
$1.97M
|
|
|
Apr 26, 2024
Q1 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
30+ 1.24% |
$17.8K - $23.8K
|
2.46K
$2.03M
|