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 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
10+ 2.32% |
$5.92K - $7.92K
|
441
$330K
|
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
10+ 1.6% |
$5.92K - $7.92K
|
635
$475K
|
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
10+ 0.22% |
$5.92K - $7.92K
|
4.55K
$3.4M
|
|
|
May 01, 2024
Q1 2024
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
10+ 1.35% |
$5.92K - $7.92K
|
750
$561K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
10+ 0.98% |
$5.92K - $7.92K
|
1.03K
$768K
|
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
10+ 0.31% |
$5.92K - $7.92K
|
3.24K
$2.42M
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
10+ 1.66% |
$5.92K - $7.92K
|
613
$459K
|
|
|
May 13, 2024
Q1 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
10+ 0.85% |
$5.92K - $7.92K
|
1.19K
$888K
|
|
|
May 13, 2024
Q1 2024
|
Berkshire Capital Holdings Inc
San Jose, CA |
BUY
|
- |
10New |
$5.92K - $7.92K
|
10
$7.48K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
10+ 0.52% |
$5.92K - $7.92K
|
1.93K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
10+ 2.54% |
$5.92K - $7.92K
|
404
$302K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
10+ 1.31% |
$5.92K - $7.92K
|
774
$579K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
9+ 0.83% |
$5.33K - $7.13K
|
1.09K
$816K
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
9+ 0.48% |
$5.33K - $7.13K
|
1.87K
$1.4M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
9+ 1.27% |
$5.33K - $7.13K
|
718
$537K
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
BUY
|
- |
9+ 1.94% |
$5.33K - $7.13K
|
473
$354K
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
9+ 0.51% |
$5.33K - $7.13K
|
1.77K
$1.32M
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
9+ 1.71% |
$5.33K - $7.13K
|
535
$400K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
9+ 0.48% |
$5.33K - $7.13K
|
1.88K
$1.4M
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
9+ 0.31% |
$5.33K - $7.13K
|
2.91K
$2.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
9+ 1.47% |
$5.33K - $7.13K
|
623
$466K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
9+ 0.7% |
$5.33K - $7.13K
|
1.29K
$962K
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
9+ 0.51% |
$5.33K - $7.13K
|
1.76K
$1.31M
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
9+ 0.89% |
$5.33K - $7.13K
|
1.02K
$759K
|
|
|
Apr 16, 2024
Q1 2024
|
Tevis Investment Management
|
BUY
|
- |
8+ 0.87% |
$4.74K - $6.34K
|
932
$697K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
8+ 0.93% |
$4.74K - $6.34K
|
871
$652K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
8+ 0.39% |
$4.74K - $6.34K
|
2.06K
$1.54M
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
8+ 0.93% |
$4.74K - $6.34K
|
864
$646K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 2.67% |
$4.74K - $6.34K
|
308
$230K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
8+ 1.39% |
$4.74K - $6.34K
|
585
$438K
|
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
8+ 1.01% |
$4.74K - $6.34K
|
802
$600K
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
7+ 1.91% |
$4.15K - $5.55K
|
374
$280K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
7+ 0.61% |
$4.15K - $5.55K
|
1.16K
$869K
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7+ 0.24% |
$4.15K - $5.55K
|
2.93K
$2.19M
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
7+ 0.42% |
$4.15K - $5.55K
|
1.67K
$1.25M
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
7+ 87.5% |
$4.15K - $5.55K
|
15
$11.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
7+ 0.1% |
$4.15K - $5.55K
|
6.74K
$5.04M
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
7+ 0.38% |
$4.15K - $5.55K
|
1.84K
$1.37M
|
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
7+ 1.54% |
$4.15K - $5.55K
|
461
$345K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
7+ 0.84% |
$4.15K - $5.55K
|
843
$631K
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
7+ 0.11% |
$4.15K - $5.55K
|
6.31K
$4.72M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
6+ 0.37% |
$3.55K - $4.75K
|
1.61K
$1.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 0.24% |
$3.55K - $4.75K
|
2.52K
$1.88M
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
6+ 0.21% |
$3.55K - $4.75K
|
2.9K
$2.17M
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
6+ 0.29% |
$3.55K - $4.75K
|
2.09K
$1.56M
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
6+ 0.7% |
$3.55K - $4.75K
|
863
$646K
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
6+ 0.58% |
$3.55K - $4.75K
|
1.04K
$776K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
6+ 0.21% |
$3.55K - $4.75K
|
2.89K
$2.16M
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.54% |
$3.55K - $4.75K
|
1.12K
$841K
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
6+ 0.37% |
$3.55K - $4.75K
|
1.62K
$1.21M
|