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 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-6- 0.06% |
$3.55K - $4.75K
|
9.52K
$7.12M
|
|
|
Apr 18, 2024
Q1 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-7- 1.06% |
$4.15K - $5.55K
|
651
$487K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-7- 0.58% |
$4.15K - $5.55K
|
1.2K
$901K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-7- 2.18% |
$4.15K - $5.55K
|
314
$235K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-7- 0.46% |
$4.15K - $5.55K
|
1.53K
$1.14M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-7- 1.2% |
$4.15K - $5.55K
|
578
$432K
|
|
|
May 02, 2024
Q1 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-7- 1.02% |
$4.15K - $5.55K
|
680
$509K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-7- 9.46% |
$4.15K - $5.55K
|
67
$50.1K
|
|
|
May 08, 2024
Q1 2024
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-7- 3.2% |
$4.15K - $5.55K
|
212
$159K
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-7- 0.32% |
$4.15K - $5.55K
|
2.15K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-7- 1.23% |
$4.15K - $5.55K
|
560
$419K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-8- 0.28% |
$4.74K - $6.34K
|
2.86K
$2.14M
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-8- 1.92% |
$4.74K - $6.34K
|
409
$306K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-8- 1.54% |
$4.74K - $6.34K
|
513
$384K
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-8- 0.38% |
$4.74K - $6.34K
|
2.11K
$1.57M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-8- 0.2% |
$4.74K - $6.34K
|
3.92K
$2.93M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-8- 0.8% |
$4.74K - $6.34K
|
994
$744K
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-8- 1.08% |
$4.74K - $6.34K
|
736
$551K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-9- 3.6% |
$5.33K - $7.13K
|
241
$180K
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-9- 1.17% |
$5.33K - $7.13K
|
763
$571K
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-9- 0.5% |
$5.33K - $7.13K
|
1.79K
$1.34M
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-9- 0.31% |
$5.33K - $7.13K
|
2.89K
$2.16M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-9- 0.34% |
$5.33K - $7.13K
|
2.67K
$1.99M
|
|
|
Apr 08, 2024
Q1 2024
|
Jvl Associates LLC
|
SELL
|
- |
-10- 1.7% |
$5.92K - $7.92K
|
578
$432K
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-10- 0.74% |
$5.92K - $7.92K
|
1.33K
$998K
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-10- 0.19% |
$5.92K - $7.92K
|
5.21K
$3.89M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-10- 0.2% |
$5.92K - $7.92K
|
4.96K
$3.71M
|
|
|
Apr 18, 2024
Q1 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-10- 0.44% |
$5.92K - $7.92K
|
2.25K
$1.68M
|
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-10- 1.28% |
$5.92K - $7.92K
|
770
$576K
|
|
|
May 13, 2024
Q1 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-10- 1.52% |
$5.92K - $7.92K
|
648
$485K
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
SELL
|
- |
-10- 0.3% |
$5.92K - $7.92K
|
3.37K
$2.52M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-10- 0.4% |
$5.92K - $7.92K
|
2.49K
$1.86M
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-10- 0.76% |
$5.92K - $7.92K
|
1.31K
$978K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-10- 40.0% |
$5.92K - $7.92K
|
15
$11.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-11- 3.12% |
$6.51K - $8.72K
|
342
$256K
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-11- 0.67% |
$6.51K - $8.72K
|
1.62K
$1.21M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-11- 0.19% |
$6.51K - $8.72K
|
5.72K
$4.27M
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-11- 0.52% |
$6.51K - $8.72K
|
2.12K
$1.59M
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-11- 1.55% |
$6.51K - $8.72K
|
700
$524K
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-11- 1.68% |
$6.51K - $8.72K
|
645
$482K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-11- 32.35% |
$6.51K - $8.72K
|
23
$17.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-12- 0.6% |
$7.11K - $9.51K
|
2K
$1.49M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-12- 0.11% |
$7.11K - $9.51K
|
11.2K
$8.35M
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-12- 3.08% |
$7.11K - $9.51K
|
378
$283K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-12- 3.51% |
$7.11K - $9.51K
|
330
$247K
|
|
|
May 07, 2024
Q1 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-12- 3.49% |
$7.11K - $9.51K
|
332
$248K
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-13- 0.86% |
$7.7K - $10.3K
|
1.51K
$1.13M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-13- 3.41% |
$7.7K - $10.3K
|
368
$275K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-14- 0.13% |
$8.29K - $11.1K
|
10.6K
$7.96M
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-14- 1.19% |
$8.29K - $11.1K
|
1.16K
$870K
|