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 |
|---|---|---|---|---|---|---|---|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
6+ 0.2% |
$3.55K - $4.75K
|
3.08K
$2.3M
|
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
5+ 0.56% |
$2.96K - $3.96K
|
904
$676K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
5+ 1.27% |
$2.96K - $3.96K
|
398
$298K
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
BUY
|
- |
5+ 0.66% |
$2.96K - $3.96K
|
759
$568K
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
BUY
|
- |
5+ 0.27% |
$2.96K - $3.96K
|
1.84K
$1.38M
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
5+ 0.83% |
$2.96K - $3.96K
|
611
$457K
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
5+ 0.14% |
$2.96K - $3.96K
|
3.52K
$2.63M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
5+ 1.11% |
$2.96K - $3.96K
|
454
$340K
|
|
|
Apr 19, 2024
Q1 2024
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
5+ 0.2% |
$2.96K - $3.96K
|
2.45K
$1.83M
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
5+ 0.3% |
$2.96K - $3.96K
|
1.67K
$1.25M
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
5+ 1.26% |
$2.96K - $3.96K
|
402
$301K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
5+ 1.27% |
$2.96K - $3.96K
|
398
$298K
|
|
|
May 02, 2024
Q1 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
5+ 0.99% |
$2.96K - $3.96K
|
511
$382K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5+ 0.32% |
$2.96K - $3.96K
|
1.58K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
5+ 0.49% |
$2.96K - $3.96K
|
1.03K
$767K
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
5+ 0.5% |
$2.96K - $3.96K
|
1K
$749K
|
|
|
Apr 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
4+ 1.12% |
$2.37K - $3.17K
|
361
$270K
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
4+ 0.57% |
$2.37K - $3.17K
|
704
$527K
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
4+ 0.18% |
$2.37K - $3.17K
|
2.25K
$1.69M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
4+ 0.14% |
$2.37K - $3.17K
|
2.92K
$2.18M
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
4+ 4.0% |
$2.37K - $3.17K
|
104
$77.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 0.18% |
$2.37K - $3.17K
|
2.26K
$1.69M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4+ 0.39% |
$2.37K - $3.17K
|
1.04K
$778K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
4+ 0.2% |
$2.37K - $3.17K
|
2.04K
$1.52M
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
4+ 0.13% |
$2.37K - $3.17K
|
3.04K
$2.28M
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
4+ 0.15% |
$2.37K - $3.17K
|
2.7K
$2.02M
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.13% |
$2.37K - $3.17K
|
3K
$2.25M
|
|
|
May 14, 2024
Q1 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
4+ 0.79% |
$2.37K - $3.17K
|
512
$383K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 2.38% |
$2.37K - $3.17K
|
172
$129K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3+ 0.13% |
$1.78K - $2.38K
|
2.25K
$1.68M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3+ 0.09% |
$1.78K - $2.38K
|
3.4K
$2.54M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3+ 0.22% |
$1.78K - $2.38K
|
1.36K
$1.01M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
3+ 0.64% |
$1.78K - $2.38K
|
473
$354K
|
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
3+ 0.76% |
$1.78K - $2.38K
|
399
$298K
|
|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
3+ 0.33% |
$1.78K - $2.38K
|
915
$684K
|
|
|
Apr 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
3+ 0.56% |
$1.78K - $2.38K
|
542
$405K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
BUY
|
- |
3+ 0.08% |
$1.78K - $2.38K
|
3.6K
$2.7M
|
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
3+ 0.64% |
$1.78K - $2.38K
|
471
$352K
|
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3+ 0.18% |
$1.78K - $2.38K
|
1.63K
$1.22M
|
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3+ 0.09% |
$1.78K - $2.38K
|
3.33K
$2.49M
|
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
3+ 0.14% |
$1.78K - $2.38K
|
2.18K
$1.63M
|
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
3+ 0.07% |
$1.78K - $2.38K
|
4.35K
$3.25M
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2+ 0.03% |
$1.18K - $1.58K
|
7.4K
$5.54M
|
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.09% |
$1.18K - $1.58K
|
2.25K
$1.68M
|
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
2+ 0.03% |
$1.18K - $1.58K
|
6.55K
$4.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
2+ 0.31% |
$1.18K - $1.58K
|
648
$485K
|
|
|
Apr 18, 2024
Q1 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
2+ 0.09% |
$1.18K - $1.58K
|
2.29K
$1.71M
|
|
|
Apr 19, 2024
Q1 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
2+ 0.29% |
$1.18K - $1.58K
|
690
$516K
|
|
|
Apr 22, 2024
Q1 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
2+ 0.49% |
$1.18K - $1.58K
|
411
$307K
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2+ 0.17% |
$1.18K - $1.58K
|
1.15K
$862K
|