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 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-9- 0.31% |
$5.33K - $7.13K
|
2.89K
$2.08M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-9- 0.34% |
$5.33K - $7.13K
|
2.67K
$1.92M
|
|
|
Apr 08, 2024
Q1 2024
|
Jvl Associates LLC
|
SELL
|
- |
-10- 1.7% |
$5.92K - $7.92K
|
578
$416K
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-10- 0.74% |
$5.92K - $7.92K
|
1.33K
$960K
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-10- 0.19% |
$5.92K - $7.92K
|
5.21K
$3.75M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-10- 0.2% |
$5.92K - $7.92K
|
4.96K
$3.57M
|
|
|
Apr 18, 2024
Q1 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-10- 0.44% |
$5.92K - $7.92K
|
2.25K
$1.62M
|
|
|
Apr 19, 2024
Q1 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-10- 1.28% |
$5.92K - $7.92K
|
770
$554K
|
|
|
May 13, 2024
Q1 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-10- 1.52% |
$5.92K - $7.92K
|
648
$466K
|
|
|
May 14, 2024
Q1 2024
|
Campion Asset Management
|
SELL
|
- |
-10- 0.3% |
$5.92K - $7.92K
|
3.37K
$2.42M
|
|
|
May 14, 2024
Q1 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-10- 0.4% |
$5.92K - $7.92K
|
2.49K
$1.79M
|
|
|
May 15, 2024
Q1 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-10- 0.76% |
$5.92K - $7.92K
|
1.31K
$941K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-10- 40.0% |
$5.92K - $7.92K
|
15
$10.8K
|
|
|
Apr 18, 2024
Q1 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-11- 3.12% |
$6.51K - $8.72K
|
342
$246K
|
|
|
Apr 23, 2024
Q1 2024
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-11- 0.67% |
$6.51K - $8.72K
|
1.62K
$1.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-11- 0.19% |
$6.51K - $8.72K
|
5.72K
$4.11M
|
|
|
May 01, 2024
Q1 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-11- 0.52% |
$6.51K - $8.72K
|
2.12K
$1.52M
|
|
|
May 08, 2024
Q1 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-11- 1.55% |
$6.51K - $8.72K
|
700
$504K
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-11- 1.68% |
$6.51K - $8.72K
|
645
$464K
|
|
|
Nov 12, 2024
Q1 2024
|
Mid Atlantic Capital Management, Inc.
Richmond, VA |
SELL
|
- |
-11- 32.35% |
$6.51K - $8.72K
|
23
$16.5K
|
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-12- 0.6% |
$7.11K - $9.51K
|
2K
$1.44M
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-12- 0.11% |
$7.11K - $9.51K
|
11.2K
$8.03M
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
SELL
|
- |
-12- 3.08% |
$7.11K - $9.51K
|
378
$272K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-12- 3.51% |
$7.11K - $9.51K
|
330
$237K
|
|
|
May 07, 2024
Q1 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-12- 3.49% |
$7.11K - $9.51K
|
332
$239K
|
|
|
Apr 18, 2024
Q1 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-13- 0.86% |
$7.7K - $10.3K
|
1.51K
$1.08M
|
|
|
May 03, 2024
Q1 2024
|
Lutz Financial Services LLC
|
SELL
|
- |
-13- 3.41% |
$7.7K - $10.3K
|
368
$265K
|
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-14- 0.13% |
$8.29K - $11.1K
|
10.6K
$7.66M
|
|
|
Apr 12, 2024
Q1 2024
|
Exchange Bank
Santa Rosa, CA |
SELL
|
- |
-14- 1.19% |
$8.29K - $11.1K
|
1.16K
$837K
|
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-14- 2.95% |
$8.29K - $11.1K
|
460
$331K
|
|
|
Apr 15, 2024
Q1 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-14- 3.57% |
$8.29K - $11.1K
|
378
$272K
|
|
|
Apr 18, 2024
Q1 2024
|
Piscataqua Savings Bank
|
SELL
|
- |
-14- 1.7% |
$8.29K - $11.1K
|
809
$582K
|
|
|
Apr 24, 2024
Q1 2024
|
Marino, Stram & Associates LLC
|
SELL
|
- |
-14- 0.5% |
$8.29K - $11.1K
|
2.8K
$2.01M
|
|
|
May 06, 2024
Q1 2024
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-14- 0.69% |
$8.29K - $11.1K
|
2.01K
$1.44M
|
|
|
Sep 04, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-14- 3.72% |
$8.29K - $11.1K
|
362
$260K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-15- 2.39% |
$8.88K - $11.9K
|
613
$441K
|
|
|
Apr 10, 2024
Q1 2024
|
M. Kraus & CO
|
SELL
|
- |
-15- 1.46% |
$8.88K - $11.9K
|
1.01K
$729K
|
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-15- 2.12% |
$8.88K - $11.9K
|
694
$499K
|
|
|
Apr 11, 2024
Q1 2024
|
Liberty Capital Management, Inc.
|
SELL
|
- |
-15- 0.64% |
$8.88K - $11.9K
|
2.34K
$1.68M
|
|
|
Apr 19, 2024
Q1 2024
|
Veery Capital, LLC
|
SELL
|
- |
-15- 4.25% |
$8.88K - $11.9K
|
338
$243K
|
|
|
Apr 22, 2024
Q1 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-15- 1.96% |
$8.88K - $11.9K
|
749
$539K
|
|
|
May 03, 2024
Q1 2024
|
Cornerstone Management, Inc.
Duluth, GA |
SELL
|
- |
-15- 3.91% |
$8.88K - $11.9K
|
369
$265K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-15- 0.31% |
$8.88K - $11.9K
|
4.84K
$3.48M
|
|
|
May 08, 2024
Q1 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-15- 0.11% |
$8.88K - $11.9K
|
13.2K
$9.49M
|
|
|
May 10, 2024
Q1 2024
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-15- 0.55% |
$8.88K - $11.9K
|
2.74K
$1.97M
|
|
|
Apr 15, 2024
Q1 2024
|
St. Johns Investment Management Company, LLC
|
SELL
|
- |
-16- 23.88% |
$9.48K - $12.7K
|
51
$36.7K
|
|
|
Apr 18, 2024
Q1 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
SELL
|
- |
-16- 2.61% |
$9.48K - $12.7K
|
597
$429K
|
|
|
Apr 24, 2024
Q1 2024
|
Peterson Financial Group, Inc.
|
SELL
|
- |
-16- 0.43% |
$9.48K - $12.7K
|
3.74K
$2.69M
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-16- 1.2% |
$9.48K - $12.7K
|
1.32K
$949K
|
|
|
May 13, 2024
Q1 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-16- 3.76% |
$9.48K - $12.7K
|
410
$295K
|