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 |
|---|---|---|---|---|---|---|---|
|
Apr 16, 2024
Q1 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-35- 2.77% |
$20.7K - $27.7K
|
1.23K
$885K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-35- 11.67% |
$20.7K - $27.7K
|
265
$191K
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-35- 0.19% |
$20.7K - $27.7K
|
18K
$12.9M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-35- 16.2% |
$20.7K - $27.7K
|
181
$130K
|
|
|
Apr 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-36- 8.87% |
$21.3K - $28.5K
|
370
$266K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-36- 12.9% |
$21.3K - $28.5K
|
243
$175K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-37- 3.52% |
$21.9K - $29.3K
|
1.01K
$729K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-37- 3.08% |
$21.9K - $29.3K
|
1.17K
$838K
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-38- 1.27% |
$22.5K - $30.1K
|
2.97K
$2.13M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-38- 7.57% |
$22.5K - $30.1K
|
464
$334K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-38- 1.18% |
$22.5K - $30.1K
|
3.19K
$2.3M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-39- 0.18% |
$23.1K - $30.9K
|
21.7K
$15.6M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-39- 7.49% |
$23.1K - $30.9K
|
482
$347K
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-40- 0.92% |
$23.7K - $31.7K
|
4.3K
$3.09M
|
|
|
May 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-40- 2.33% |
$23.7K - $31.7K
|
1.68K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-40- 3.69% |
$23.7K - $31.7K
|
1.04K
$751K
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-41- 1.58% |
$24.3K - $32.5K
|
2.56K
$1.84M
|
|
|
Apr 25, 2024
Q1 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-41- 0.8% |
$24.3K - $32.5K
|
5.11K
$3.67M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-41- 0.11% |
$24.3K - $32.5K
|
38.2K
$27.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-42- 0.42% |
$24.9K - $33.3K
|
9.93K
$7.14M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-42- 0.21% |
$24.9K - $33.3K
|
20.2K
$14.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-43- 0.35% |
$25.5K - $34.1K
|
12.2K
$8.75M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-44- 4.09% |
$26.1K - $34.9K
|
1.03K
$742K
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-45- 6.36% |
$26.6K - $35.7K
|
663
$477K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-45- 0.73% |
$26.6K - $35.7K
|
6.08K
$4.37M
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-45- 6.47% |
$26.6K - $35.7K
|
650
$468K
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-45- 1.01% |
$26.6K - $35.7K
|
4.4K
$3.17M
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-45- 5.63% |
$26.6K - $35.7K
|
755
$543K
|
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-45- 1.22% |
$26.6K - $35.7K
|
3.63K
$2.61M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-45- 2.25% |
$26.6K - $35.7K
|
1.95K
$1.4M
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-46- 2.61% |
$27.2K - $36.4K
|
1.72K
$1.23M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-46- 2.49% |
$27.2K - $36.4K
|
1.8K
$1.29M
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-46- 3.83% |
$27.2K - $36.4K
|
1.16K
$832K
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-47- 1.39% |
$27.8K - $37.2K
|
3.33K
$2.39M
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-47- 1.47% |
$27.8K - $37.2K
|
3.15K
$2.27M
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-47- 9.07% |
$27.8K - $37.2K
|
471
$339K
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-47- 2.41% |
$27.8K - $37.2K
|
1.9K
$1.37M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-47- 1.69% |
$27.8K - $37.2K
|
2.73K
$1.96M
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-47- 0.71% |
$27.8K - $37.2K
|
6.6K
$4.75M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-48- 1.67% |
$28.4K - $38K
|
2.83K
$2.04M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-48- 0.89% |
$28.4K - $38K
|
5.32K
$3.83M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-49- 2.87% |
$29K - $38.8K
|
1.66K
$1.19M
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-49- 5.07% |
$29K - $38.8K
|
917
$660K
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-49- 9.21% |
$29K - $38.8K
|
483
$347K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-49- 3.87% |
$29K - $38.8K
|
1.22K
$875K
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-50- 12.66% |
$29.6K - $39.6K
|
345
$248K
|
|
|
Apr 19, 2024
Q1 2024
|
Fruth Investment Management
|
SELL
|
- |
-50- 2.52% |
$29.6K - $39.6K
|
1.94K
$1.39M
|
|
|
Apr 23, 2024
Q1 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-50- 2.65% |
$29.6K - $39.6K
|
1.84K
$1.32M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-50- 6.08% |
$29.6K - $39.6K
|
773
$556K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-50- 17.18% |
$29.6K - $39.6K
|
241
$173K
|