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
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-16- 2.52% |
$9.48K - $12.7K
|
618
$445K
|
|
|
May 15, 2024
Q1 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-16- 0.46% |
$9.48K - $12.7K
|
3.48K
$2.5M
|
|
|
May 23, 2024
Q1 2024
|
Dock Street Asset Management Inc
|
SELL
|
- |
-16- 1.41% |
$9.48K - $12.7K
|
1.12K
$804K
|
|
|
Nov 14, 2024
Q1 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
SELL
|
- |
-17- 2.61% |
$10.1K - $13.5K
|
634
$456K
|
|
|
Apr 16, 2024
Q1 2024
|
Sawyer & Company, Inc
|
SELL
|
- |
-18- 0.28% |
$10.7K - $14.3K
|
6.43K
$4.62M
|
|
|
Apr 24, 2024
Q1 2024
|
Whalen Wealth Management Inc.
Las Vegas, NV |
SELL
|
- |
-18- 1.03% |
$10.7K - $14.3K
|
1.72K
$1.24M
|
|
|
May 03, 2024
Q1 2024
|
Flc Capital Advisors
|
SELL
|
- |
-18- 1.5% |
$10.7K - $14.3K
|
1.18K
$852K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-18- 4.15% |
$10.7K - $14.3K
|
416
$299K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-18- 4.17% |
$10.7K - $14.3K
|
414
$298K
|
|
|
Aug 14, 2024
Q1 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-18- 2.6% |
$10.7K - $14.3K
|
674
$485K
|
|
|
Apr 15, 2024
Q1 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
SELL
|
- |
-19- 1.76% |
$11.3K - $15.1K
|
1.06K
$763K
|
|
|
May 13, 2024
Q1 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-19- 0.93% |
$11.3K - $15.1K
|
2.02K
$1.45M
|
|
|
Apr 01, 2024
Q1 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-20- 1.14% |
$11.8K - $15.8K
|
1.73K
$1.24M
|
|
|
Apr 05, 2024
Q1 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-20- 3.58% |
$11.8K - $15.8K
|
538
$387K
|
|
|
Apr 15, 2024
Q1 2024
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-20- 3.74% |
$11.8K - $15.8K
|
515
$370K
|
|
|
Apr 16, 2024
Q1 2024
|
Norwood Financial Corp
|
SELL
|
- |
-20- 28.57% |
$11.8K - $15.8K
|
50
$36K
|
|
|
Apr 16, 2024
Q1 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-20- 0.47% |
$11.8K - $15.8K
|
4.2K
$3.02M
|
|
|
Apr 17, 2024
Q1 2024
|
Cranbrook Wealth Management, LLC
|
SELL
|
- |
-20- 8.37% |
$11.8K - $15.8K
|
219
$158K
|
|
|
Apr 18, 2024
Q1 2024
|
Verum Partners LLC
Charlotte, NC |
SELL
|
- |
-20- 2.7% |
$11.8K - $15.8K
|
720
$518K
|
|
|
May 01, 2024
Q1 2024
|
Cross Staff Investments Inc
|
SELL
|
- |
-20- 0.78% |
$11.8K - $15.8K
|
2.54K
$1.83M
|
|
|
May 03, 2024
Q1 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-20- 50.0% |
$11.8K - $15.8K
|
20
$14.4K
|
|
|
May 03, 2024
Q1 2024
|
Paulson Wealth Management Inc.
|
SELL
|
- |
-20- 1.87% |
$11.8K - $15.8K
|
1.05K
$755K
|
|
|
May 13, 2024
Q1 2024
|
Philadelphia Trust CO
Philadelphia, PA |
SELL
|
- |
-20- 0.47% |
$11.8K - $15.8K
|
4.24K
$3.05M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-20- 0.23% |
$11.8K - $15.8K
|
8.59K
$6.18M
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-21- 1.65% |
$12.4K - $16.6K
|
1.25K
$900K
|
|
|
Apr 16, 2024
Q1 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-21- 4.56% |
$12.4K - $16.6K
|
440
$317K
|
|
|
May 01, 2024
Q1 2024
|
Argent Advisors, Inc.
Monroe, LA |
SELL
|
- |
-21- 0.52% |
$12.4K - $16.6K
|
4.06K
$2.92M
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
SELL
|
- |
-21- 0.19% |
$12.4K - $16.6K
|
11K
$7.94M
|
|
|
Apr 12, 2024
Q1 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
SELL
|
- |
-22- 5.51% |
$13K - $17.4K
|
377
$271K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
SELL
|
- |
-22- 3.37% |
$13K - $17.4K
|
631
$454K
|
|
|
May 02, 2024
Q1 2024
|
Hudock, Inc.
|
SELL
|
- |
-22- 0.76% |
$13K - $17.4K
|
2.88K
$2.07M
|
|
|
May 10, 2024
Q1 2024
|
Boston Financial Mangement LLC
Boston, MA |
SELL
|
- |
-22- 0.43% |
$13K - $17.4K
|
5.04K
$3.63M
|
|
|
May 14, 2024
Q1 2024
|
First Financial Bankshares Inc
Abilene, TX |
SELL
|
- |
-22- 2.25% |
$13K - $17.4K
|
955
$687K
|
|
|
Apr 25, 2024
Q1 2024
|
Human Investing LLC
|
SELL
|
- |
-23- 0.83% |
$13.6K - $18.2K
|
2.76K
$1.99M
|
|
|
May 08, 2024
Q1 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-23- 1.6% |
$13.6K - $18.2K
|
1.42K
$1.02M
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-23- 3.7% |
$13.6K - $18.2K
|
599
$431K
|
|
|
May 10, 2024
Q1 2024
|
Somerset Group LLC
Wayzata, MN |
SELL
|
- |
-23- 1.19% |
$13.6K - $18.2K
|
1.91K
$1.37M
|
|
|
May 10, 2024
Q1 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
SELL
|
- |
-23- 3.8% |
$13.6K - $18.2K
|
582
$419K
|
|
|
May 15, 2024
Q1 2024
|
Studio Investment Management LLC
Chicago, IL |
SELL
|
- |
-23- 41.82% |
$13.6K - $18.2K
|
32
$23K
|
|
|
Apr 10, 2024
Q1 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-24- 1.78% |
$14.2K - $19K
|
1.32K
$950K
|
|
|
Apr 15, 2024
Q1 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-24- 4.94% |
$14.2K - $19K
|
462
$332K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-24- 17.65% |
$14.2K - $19K
|
112
$80.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-24- 0.48% |
$14.2K - $19K
|
4.95K
$3.56M
|
|
|
May 08, 2024
Q1 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-24- 4.6% |
$14.2K - $19K
|
498
$358K
|
|
|
May 13, 2024
Q1 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
SELL
|
- |
-24- 1.34% |
$14.2K - $19K
|
1.77K
$1.27M
|
|
|
Apr 11, 2024
Q1 2024
|
Forbes J M & CO LLP
|
SELL
|
- |
-25- 1.57% |
$14.8K - $19.8K
|
1.57K
$1.13M
|
|
|
Apr 11, 2024
Q1 2024
|
Paragon Capital Management LTD
|
SELL
|
- |
-25- 1.75% |
$14.8K - $19.8K
|
1.4K
$1.01M
|
|
|
Apr 12, 2024
Q1 2024
|
Thompson Investment Management, Inc.
|
SELL
|
- |
-25- 50.0% |
$14.8K - $19.8K
|
25
$18K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-25- 6.25% |
$14.8K - $19.8K
|
375
$270K
|
|
|
May 01, 2024
Q1 2024
|
Stone Point Wealth LLC
|
SELL
|
- |
-25- 1.27% |
$14.8K - $19.8K
|
1.95K
$1.4M
|