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
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-10- 0.4% |
$5.92K - $7.92K
|
2.49K
$2.1M
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-10- 0.76% |
$5.92K - $7.92K
|
1.31K
$1.1M
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-10- 40.0% |
$5.92K - $7.92K
|
15
$12.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-11- 3.12% |
$6.51K - $8.72K
|
342
$289K
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-11- 0.67% |
$6.51K - $8.72K
|
1.62K
$1.37M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-11- 0.19% |
$6.51K - $8.72K
|
5.72K
$4.83M
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-11- 0.52% |
$6.51K - $8.72K
|
2.12K
$1.79M
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-11- 1.55% |
$6.51K - $8.72K
|
700
$591K
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-11- 1.68% |
$6.51K - $8.72K
|
645
$545K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-11- 32.35% |
$6.51K - $8.72K
|
23
$19.4K
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-12- 0.6% |
$7.11K - $9.51K
|
2K
$1.69M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-12- 0.11% |
$7.11K - $9.51K
|
11.2K
$9.42M
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-12- 3.08% |
$7.11K - $9.51K
|
378
$319K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-12- 3.51% |
$7.11K - $9.51K
|
330
$279K
|
|
|
May 07, 2024
Q1 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-12- 3.49% |
$7.11K - $9.51K
|
332
$280K
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-13- 0.86% |
$7.7K - $10.3K
|
1.51K
$1.27M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-13- 3.41% |
$7.7K - $10.3K
|
368
$311K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-14- 0.13% |
$8.29K - $11.1K
|
10.6K
$8.98M
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-14- 1.19% |
$8.29K - $11.1K
|
1.16K
$982K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-14- 2.95% |
$8.29K - $11.1K
|
460
$388K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-14- 3.57% |
$8.29K - $11.1K
|
378
$319K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-14- 1.7% |
$8.29K - $11.1K
|
809
$683K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-14- 0.5% |
$8.29K - $11.1K
|
2.8K
$2.36M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-14- 0.69% |
$8.29K - $11.1K
|
2.01K
$1.69M
|
|
|
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-14- 3.72% |
$8.29K - $11.1K
|
362
$306K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-15- 2.39% |
$8.88K - $11.9K
|
613
$518K
|
|
|
Apr 10, 2024
Q1 2024
|
M. Kraus & CO
|
SELL
|
- |
-15- 1.46% |
$8.88K - $11.9K
|
1.01K
$856K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-15- 2.12% |
$8.88K - $11.9K
|
694
$586K
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-15- 0.64% |
$8.88K - $11.9K
|
2.34K
$1.97M
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
SELL
|
- |
-15- 4.25% |
$8.88K - $11.9K
|
338
$285K
|
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-15- 1.96% |
$8.88K - $11.9K
|
749
$632K
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-15- 3.91% |
$8.88K - $11.9K
|
369
$312K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-15- 0.31% |
$8.88K - $11.9K
|
4.84K
$4.09M
|
|
|
May 08, 2024
Q1 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-15- 0.11% |
$8.88K - $11.9K
|
13.2K
$11.1M
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-15- 0.55% |
$8.88K - $11.9K
|
2.74K
$2.31M
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-16- 23.88% |
$9.48K - $12.7K
|
51
$43.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-16- 2.61% |
$9.48K - $12.7K
|
597
$504K
|
|
|
Apr 24, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-16- 0.43% |
$9.48K - $12.7K
|
3.74K
$3.16M
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-16- 1.2% |
$9.48K - $12.7K
|
1.32K
$1.11M
|
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-16- 3.76% |
$9.48K - $12.7K
|
410
$346K
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-16- 2.52% |
$9.48K - $12.7K
|
618
$522K
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-16- 0.46% |
$9.48K - $12.7K
|
3.48K
$2.94M
|
|
|
May 23, 2024
Q1 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-16- 1.41% |
$9.48K - $12.7K
|
1.12K
$944K
|
|
|
Nov 14, 2024
Q1 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-17- 2.61% |
$10.1K - $13.5K
|
634
$535K
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-18- 0.28% |
$10.7K - $14.3K
|
6.43K
$5.43M
|
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-18- 1.03% |
$10.7K - $14.3K
|
1.72K
$1.46M
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
SELL
|
- |
-18- 1.5% |
$10.7K - $14.3K
|
1.18K
$1M
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-18- 4.15% |
$10.7K - $14.3K
|
416
$351K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-18- 4.17% |
$10.7K - $14.3K
|
414
$350K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-18- 2.6% |
$10.7K - $14.3K
|
674
$569K
|