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 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-46- 2.61% |
$27.2K - $36.4K
|
1.72K
$1.28M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-46- 2.49% |
$27.2K - $36.4K
|
1.8K
$1.35M
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-46- 3.83% |
$27.2K - $36.4K
|
1.16K
$865K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-47- 1.39% |
$27.8K - $37.2K
|
3.33K
$2.49M
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-47- 1.47% |
$27.8K - $37.2K
|
3.15K
$2.36M
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-47- 9.07% |
$27.8K - $37.2K
|
471
$352K
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-47- 2.41% |
$27.8K - $37.2K
|
1.9K
$1.42M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-47- 1.69% |
$27.8K - $37.2K
|
2.73K
$2.04M
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-47- 0.71% |
$27.8K - $37.2K
|
6.6K
$4.94M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-48- 1.67% |
$28.4K - $38K
|
2.83K
$2.12M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-48- 0.89% |
$28.4K - $38K
|
5.32K
$3.98M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-49- 2.87% |
$29K - $38.8K
|
1.66K
$1.24M
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-49- 5.07% |
$29K - $38.8K
|
917
$686K
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-49- 9.21% |
$29K - $38.8K
|
483
$361K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-49- 3.87% |
$29K - $38.8K
|
1.22K
$910K
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-50- 12.66% |
$29.6K - $39.6K
|
345
$258K
|
|
|
Apr 19, 2024
Q1 2024
|
Fruth Investment Management
|
SELL
|
- |
-50- 2.52% |
$29.6K - $39.6K
|
1.94K
$1.45M
|
|
|
Apr 23, 2024
Q1 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-50- 2.65% |
$29.6K - $39.6K
|
1.84K
$1.38M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-50- 6.08% |
$29.6K - $39.6K
|
773
$578K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-50- 17.18% |
$29.6K - $39.6K
|
241
$180K
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-50- 1.41% |
$29.6K - $39.6K
|
3.48K
$2.61M
|
|
|
Apr 30, 2024
Q1 2024
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-50- 0.25% |
$29.6K - $39.6K
|
20.4K
$15.2M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-50- 3.85% |
$29.6K - $39.6K
|
1.25K
$935K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-50- 5.15% |
$29.6K - $39.6K
|
920
$688K
|
|
|
May 08, 2024
Q1 2024
|
Draper Asset Management, LLC
Smithtown, NY |
SELL
|
- |
-50- 0.8% |
$29.6K - $39.6K
|
6.2K
$4.64M
|
|
|
May 14, 2024
Q1 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-50- 1.32% |
$29.6K - $39.6K
|
3.74K
$2.79M
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-50- 4.23% |
$29.6K - $39.6K
|
1.13K
$847K
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
SELL
|
- |
-50- 2.89% |
$29.6K - $39.6K
|
1.68K
$1.26M
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-51- 1.0% |
$30.2K - $40.4K
|
5.03K
$3.76M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-51- 1.64% |
$30.2K - $40.4K
|
3.06K
$2.29M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-51- 4.05% |
$30.2K - $40.4K
|
1.21K
$904K
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-52- 13.27% |
$30.8K - $41.2K
|
340
$254K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-52- 3.97% |
$30.8K - $41.2K
|
1.26K
$940K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-52- 0.75% |
$30.8K - $41.2K
|
6.88K
$5.15M
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-53- 1.67% |
$31.4K - $42K
|
3.11K
$2.33M
|
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-53- 10.77% |
$31.4K - $42K
|
439
$328K
|
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-54- 12.22% |
$32K - $42.8K
|
388
$290K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-54- 1.82% |
$32K - $42.8K
|
2.91K
$2.18M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-55- 12.79% |
$32.6K - $43.6K
|
375
$281K
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-55- 5.53% |
$32.6K - $43.6K
|
940
$703K
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-55- 4.05% |
$32.6K - $43.6K
|
1.3K
$975K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-56- 0.78% |
$33.2K - $44.4K
|
7.11K
$5.32M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-56- 1.81% |
$33.2K - $44.4K
|
3.05K
$2.28M
|
|
|
Nov 13, 2024
Q1 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-57- 2.7% |
$33.8K - $45.2K
|
2.05K
$1.53M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-58- 7.4% |
$34.3K - $46K
|
726
$543K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-58- 48.74% |
$34.3K - $46K
|
61
$45.6K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-58- 1.43% |
$34.3K - $46K
|
3.99K
$2.98M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-58- 2.23% |
$34.3K - $46K
|
2.54K
$1.9M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-59- 1.06% |
$34.9K - $46.7K
|
5.49K
$4.11M
|
|
|
May 01, 2024
Q1 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-59- 16.21% |
$34.9K - $46.7K
|
305
$228K
|