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 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-30- 3.59% |
$17.8K - $23.8K
|
806
$635K
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
SELL
|
- |
-30- 2.49% |
$17.8K - $23.8K
|
1.18K
$927K
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-30- 16.76% |
$17.8K - $23.8K
|
149
$117K
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-30- 1.08% |
$17.8K - $23.8K
|
2.76K
$2.17M
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-31- 4.49% |
$18.4K - $24.6K
|
660
$520K
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-31- 1.22% |
$18.4K - $24.6K
|
2.5K
$1.97M
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-32- 2.7% |
$19K - $25.4K
|
1.15K
$908K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-32- 1.22% |
$19K - $25.4K
|
2.59K
$2.04M
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-32- 0.77% |
$19K - $25.4K
|
4.13K
$3.26M
|
|
|
Apr 02, 2024
Q1 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-33- 7.42% |
$19.5K - $26.1K
|
412
$325K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-33- 3.77% |
$19.5K - $26.1K
|
842
$664K
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-33- 1.53% |
$19.5K - $26.1K
|
2.12K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-33- 5.63% |
$19.5K - $26.1K
|
553
$436K
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-33- 3.72% |
$19.5K - $26.1K
|
853
$672K
|
|
|
May 15, 2024
Q1 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-33- 0.15% |
$19.5K - $26.1K
|
22.2K
$17.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
SELL
|
- |
-34- 10.4% |
$20.1K - $26.9K
|
293
$231K
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-34- 4.43% |
$20.1K - $26.9K
|
733
$578K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-34- 1.49% |
$20.1K - $26.9K
|
2.25K
$1.78M
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-34- 0.46% |
$20.1K - $26.9K
|
7.31K
$5.76M
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-35- 5.12% |
$20.7K - $27.7K
|
649
$512K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-35- 4.77% |
$20.7K - $27.7K
|
699
$551K
|
|
|
Apr 16, 2024
Q1 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-35- 2.77% |
$20.7K - $27.7K
|
1.23K
$969K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-35- 11.67% |
$20.7K - $27.7K
|
265
$209K
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-35- 0.19% |
$20.7K - $27.7K
|
18K
$14.2M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-35- 16.2% |
$20.7K - $27.7K
|
181
$143K
|
|
|
Apr 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-36- 8.87% |
$21.3K - $28.5K
|
370
$292K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-36- 12.9% |
$21.3K - $28.5K
|
243
$192K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-37- 3.52% |
$21.9K - $29.3K
|
1.01K
$799K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-37- 3.08% |
$21.9K - $29.3K
|
1.17K
$918K
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-38- 1.27% |
$22.5K - $30.1K
|
2.97K
$2.34M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-38- 7.57% |
$22.5K - $30.1K
|
464
$366K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-38- 1.18% |
$22.5K - $30.1K
|
3.19K
$2.52M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-39- 0.18% |
$23.1K - $30.9K
|
21.7K
$17.1M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-39- 7.49% |
$23.1K - $30.9K
|
482
$380K
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-40- 0.92% |
$23.7K - $31.7K
|
4.3K
$3.39M
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-40- 2.33% |
$23.7K - $31.7K
|
1.68K
$1.32M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-40- 3.69% |
$23.7K - $31.7K
|
1.04K
$823K
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-41- 1.58% |
$24.3K - $32.5K
|
2.56K
$2.02M
|
|
|
Apr 25, 2024
Q1 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-41- 0.8% |
$24.3K - $32.5K
|
5.11K
$4.02M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-41- 0.11% |
$24.3K - $32.5K
|
38.2K
$30.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-42- 0.42% |
$24.9K - $33.3K
|
9.93K
$7.82M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-42- 0.21% |
$24.9K - $33.3K
|
20.2K
$15.9M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-43- 0.35% |
$25.5K - $34.1K
|
12.2K
$9.58M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-44- 4.09% |
$26.1K - $34.9K
|
1.03K
$813K
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-45- 6.36% |
$26.6K - $35.7K
|
663
$523K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-45- 0.73% |
$26.6K - $35.7K
|
6.08K
$4.79M
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-45- 6.47% |
$26.6K - $35.7K
|
650
$512K
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-45- 1.01% |
$26.6K - $35.7K
|
4.4K
$3.47M
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-45- 5.63% |
$26.6K - $35.7K
|
755
$595K
|
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-45- 1.22% |
$26.6K - $35.7K
|
3.63K
$2.86M
|