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 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-4- 0.31% |
$2.37K - $3.17K
|
1.28K
$925K
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-4- 0.38% |
$2.37K - $3.17K
|
1.05K
$763K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-4- 0.38% |
$2.37K - $3.17K
|
1.05K
$761K
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-4- 0.41% |
$2.37K - $3.17K
|
976
$708K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-4- 0.56% |
$2.37K - $3.17K
|
713
$517K
|
|
|
Apr 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-4- 0.26% |
$2.37K - $3.17K
|
1.54K
$1.12M
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-4- 0.22% |
$2.37K - $3.17K
|
1.8K
$1.31M
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-4- 0.11% |
$2.37K - $3.17K
|
3.48K
$2.52M
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-4- 0.29% |
$2.37K - $3.17K
|
1.36K
$984K
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-5- 0.16% |
$2.96K - $3.96K
|
3.14K
$2.28M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-5- 1.22% |
$2.96K - $3.96K
|
405
$294K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-5- 0.6% |
$2.96K - $3.96K
|
830
$602K
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-5- 0.33% |
$2.96K - $3.96K
|
1.52K
$1.1M
|
|
|
Apr 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-5- 0.11% |
$2.96K - $3.96K
|
4.57K
$3.31M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-5- 0.73% |
$2.96K - $3.96K
|
682
$495K
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-5- 0.59% |
$2.96K - $3.96K
|
837
$607K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-5- 0.15% |
$2.96K - $3.96K
|
3.43K
$2.49M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-5- 0.01% |
$2.96K - $3.96K
|
45.6K
$33.1M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-5- 1.07% |
$2.96K - $3.96K
|
461
$334K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-5- 1.02% |
$2.96K - $3.96K
|
483
$350K
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-5- 0.87% |
$2.96K - $3.96K
|
569
$413K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-6- 1.64% |
$3.55K - $4.75K
|
360
$261K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-6- 0.53% |
$3.55K - $4.75K
|
1.13K
$817K
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
SELL
|
- |
-6- 1.05% |
$3.55K - $4.75K
|
568
$412K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-6- 0.21% |
$3.55K - $4.75K
|
2.82K
$2.04M
|
|
|
Apr 26, 2024
Q1 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-6- 1.43% |
$3.55K - $4.75K
|
413
$300K
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-6- 0.24% |
$3.55K - $4.75K
|
2.48K
$1.8M
|
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-6- 0.21% |
$3.55K - $4.75K
|
2.88K
$2.09M
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-6- 0.06% |
$3.55K - $4.75K
|
9.52K
$6.9M
|
|
|
Apr 18, 2024
Q1 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-7- 1.06% |
$4.15K - $5.55K
|
651
$472K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-7- 0.58% |
$4.15K - $5.55K
|
1.2K
$873K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-7- 2.18% |
$4.15K - $5.55K
|
314
$228K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-7- 0.46% |
$4.15K - $5.55K
|
1.53K
$1.11M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-7- 1.2% |
$4.15K - $5.55K
|
578
$419K
|
|
|
May 02, 2024
Q1 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-7- 1.02% |
$4.15K - $5.55K
|
680
$493K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-7- 9.46% |
$4.15K - $5.55K
|
67
$48.6K
|
|
|
May 08, 2024
Q1 2024
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-7- 3.2% |
$4.15K - $5.55K
|
212
$154K
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-7- 0.32% |
$4.15K - $5.55K
|
2.15K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-7- 1.23% |
$4.15K - $5.55K
|
560
$406K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-8- 0.28% |
$4.74K - $6.34K
|
2.86K
$2.08M
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-8- 1.92% |
$4.74K - $6.34K
|
409
$297K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-8- 1.54% |
$4.74K - $6.34K
|
513
$372K
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-8- 0.38% |
$4.74K - $6.34K
|
2.11K
$1.53M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-8- 0.2% |
$4.74K - $6.34K
|
3.92K
$2.84M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-8- 0.8% |
$4.74K - $6.34K
|
994
$721K
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-8- 1.08% |
$4.74K - $6.34K
|
736
$534K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-9- 3.6% |
$5.33K - $7.13K
|
241
$175K
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-9- 1.17% |
$5.33K - $7.13K
|
763
$553K
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-9- 0.5% |
$5.33K - $7.13K
|
1.79K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-9- 0.31% |
$5.33K - $7.13K
|
2.89K
$2.09M
|