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 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1- 0.29% |
$592 - $792
|
343
$257K
|
|
|
Oct 29, 2024
Q1 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-1- 0.19% |
$592 - $792
|
529
$396K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2- 0.13% |
$1.18K - $1.58K
|
1.49K
$1.11M
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-2- 0.25% |
$1.18K - $1.58K
|
800
$598K
|
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
SELL
|
- |
-2- 0.09% |
$1.18K - $1.58K
|
2.32K
$1.74M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-2- 0.09% |
$1.18K - $1.58K
|
2.28K
$1.7M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-2- 0.56% |
$1.18K - $1.58K
|
356
$266K
|
|
|
Apr 22, 2024
Q1 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-2- 0.04% |
$1.18K - $1.58K
|
5.01K
$3.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-2- 0.2% |
$1.18K - $1.58K
|
1K
$749K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-2- 1.15% |
$1.18K - $1.58K
|
172
$129K
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-2- 0.32% |
$1.18K - $1.58K
|
625
$468K
|
|
|
May 09, 2024
Q1 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-2- 0.44% |
$1.18K - $1.58K
|
451
$337K
|
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-2- 0.39% |
$1.18K - $1.58K
|
507
$379K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-3- 0.09% |
$1.78K - $2.38K
|
3.28K
$2.45M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-3- 0.16% |
$1.78K - $2.38K
|
1.86K
$1.39M
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-3- 0.26% |
$1.78K - $2.38K
|
1.17K
$871K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-3- 0.53% |
$1.78K - $2.38K
|
558
$417K
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-3- 0.51% |
$1.78K - $2.38K
|
588
$440K
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-3- 0.06% |
$1.78K - $2.38K
|
4.75K
$3.55M
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-3- 0.7% |
$1.78K - $2.38K
|
426
$319K
|
|
|
May 15, 2024
Q1 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-3- 0.43% |
$1.78K - $2.38K
|
696
$521K
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
SELL
|
- |
-4- 0.69% |
$2.37K - $3.17K
|
573
$429K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-4- 0.31% |
$2.37K - $3.17K
|
1.28K
$954K
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-4- 0.38% |
$2.37K - $3.17K
|
1.05K
$787K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-4- 0.38% |
$2.37K - $3.17K
|
1.05K
$785K
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-4- 0.41% |
$2.37K - $3.17K
|
976
$730K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-4- 0.56% |
$2.37K - $3.17K
|
713
$533K
|
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-4- 0.26% |
$2.37K - $3.17K
|
1.54K
$1.15M
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-4- 0.22% |
$2.37K - $3.17K
|
1.8K
$1.35M
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-4- 0.11% |
$2.37K - $3.17K
|
3.48K
$2.6M
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-4- 0.29% |
$2.37K - $3.17K
|
1.36K
$1.02M
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-5- 0.16% |
$2.96K - $3.96K
|
3.14K
$2.35M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-5- 1.22% |
$2.96K - $3.96K
|
405
$303K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-5- 0.6% |
$2.96K - $3.96K
|
830
$621K
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-5- 0.33% |
$2.96K - $3.96K
|
1.52K
$1.13M
|
|
|
Apr 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-5- 0.11% |
$2.96K - $3.96K
|
4.57K
$3.41M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-5- 0.73% |
$2.96K - $3.96K
|
682
$510K
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-5- 0.59% |
$2.96K - $3.96K
|
837
$626K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-5- 0.15% |
$2.96K - $3.96K
|
3.43K
$2.56M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-5- 0.01% |
$2.96K - $3.96K
|
45.6K
$34.1M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-5- 1.07% |
$2.96K - $3.96K
|
461
$345K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-5- 1.02% |
$2.96K - $3.96K
|
483
$361K
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-5- 0.87% |
$2.96K - $3.96K
|
569
$426K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-6- 1.64% |
$3.55K - $4.75K
|
360
$269K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-6- 0.53% |
$3.55K - $4.75K
|
1.13K
$842K
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
SELL
|
- |
-6- 1.05% |
$3.55K - $4.75K
|
568
$425K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-6- 0.21% |
$3.55K - $4.75K
|
2.82K
$2.11M
|
|
|
Apr 26, 2024
Q1 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-6- 1.43% |
$3.55K - $4.75K
|
413
$309K
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-6- 0.24% |
$3.55K - $4.75K
|
2.48K
$1.85M
|
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-6- 0.21% |
$3.55K - $4.75K
|
2.88K
$2.15M
|