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 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-50- 6.08% |
$29.6K - $39.6K
|
773
$570K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-50- 17.18% |
$29.6K - $39.6K
|
241
$178K
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-50- 1.41% |
$29.6K - $39.6K
|
3.48K
$2.57M
|
|
|
Apr 30, 2024
Q1 2024
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-50- 0.25% |
$29.6K - $39.6K
|
20.4K
$15M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-50- 3.85% |
$29.6K - $39.6K
|
1.25K
$922K
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-50- 5.15% |
$29.6K - $39.6K
|
920
$679K
|
|
|
May 08, 2024
Q1 2024
|
Draper Asset Management, LLC
Smithtown, NY |
SELL
|
- |
-50- 0.8% |
$29.6K - $39.6K
|
6.2K
$4.57M
|
|
|
May 14, 2024
Q1 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-50- 1.32% |
$29.6K - $39.6K
|
3.74K
$2.76M
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-50- 4.23% |
$29.6K - $39.6K
|
1.13K
$836K
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
SELL
|
- |
-50- 2.89% |
$29.6K - $39.6K
|
1.68K
$1.24M
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-51- 1.0% |
$30.2K - $40.4K
|
5.03K
$3.71M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-51- 1.64% |
$30.2K - $40.4K
|
3.06K
$2.26M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-51- 4.05% |
$30.2K - $40.4K
|
1.21K
$891K
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-52- 13.27% |
$30.8K - $41.2K
|
340
$251K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-52- 3.97% |
$30.8K - $41.2K
|
1.26K
$927K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-52- 0.75% |
$30.8K - $41.2K
|
6.88K
$5.08M
|
|
|
May 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-53- 1.67% |
$31.4K - $42K
|
3.11K
$2.3M
|
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-53- 10.77% |
$31.4K - $42K
|
439
$324K
|
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-54- 12.22% |
$32K - $42.8K
|
388
$286K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-54- 1.82% |
$32K - $42.8K
|
2.91K
$2.15M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-55- 12.79% |
$32.6K - $43.6K
|
375
$277K
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-55- 5.53% |
$32.6K - $43.6K
|
940
$693K
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-55- 4.05% |
$32.6K - $43.6K
|
1.3K
$961K
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-56- 0.78% |
$33.2K - $44.4K
|
7.11K
$5.25M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-56- 1.81% |
$33.2K - $44.4K
|
3.05K
$2.25M
|
|
|
Nov 13, 2024
Q1 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-57- 2.7% |
$33.8K - $45.2K
|
2.05K
$1.51M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-58- 7.4% |
$34.3K - $46K
|
726
$536K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-58- 48.74% |
$34.3K - $46K
|
61
$45K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-58- 1.43% |
$34.3K - $46K
|
3.99K
$2.94M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-58- 2.23% |
$34.3K - $46K
|
2.54K
$1.88M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-59- 1.06% |
$34.9K - $46.7K
|
5.49K
$4.05M
|
|
|
May 01, 2024
Q1 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-59- 16.21% |
$34.9K - $46.7K
|
305
$225K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-60- 2.6% |
$35.5K - $47.5K
|
2.25K
$1.66M
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-60- 9.8% |
$35.5K - $47.5K
|
552
$407K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-60- 6.28% |
$35.5K - $47.5K
|
895
$660K
|
|
|
May 13, 2024
Q1 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-60- 2.8% |
$35.5K - $47.5K
|
2.09K
$1.54M
|
|
|
May 13, 2024
Q1 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-60- 3.36% |
$35.5K - $47.5K
|
1.73K
$1.27M
|
|
|
Apr 08, 2025
Q1 2024
|
May Barnhard Investments LLC
Bethesda, MD |
SELL
|
- |
-60- 13.04% |
$35.5K - $47.5K
|
400
$295K
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-61- 7.98% |
$36.1K - $48.3K
|
703
$519K
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
SELL
|
- |
-61- 1.32% |
$36.1K - $48.3K
|
4.58K
$3.37M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-61- 2.29% |
$36.1K - $48.3K
|
2.61K
$1.92M
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-61- 13.74% |
$36.1K - $48.3K
|
383
$283K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-61- 4.78% |
$36.1K - $48.3K
|
1.22K
$896K
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-62- 6.22% |
$36.7K - $49.1K
|
934
$689K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-63- 11.23% |
$37.3K - $49.9K
|
498
$367K
|
|
|
May 14, 2024
Q1 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-63- 5.23% |
$37.3K - $49.9K
|
1.14K
$842K
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-64- 4.09% |
$37.9K - $50.7K
|
1.5K
$1.11M
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-64- 11.94% |
$37.9K - $50.7K
|
472
$348K
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-64- 4.96% |
$37.9K - $50.7K
|
1.23K
$904K
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-65- 2.61% |
$38.5K - $51.5K
|
2.43K
$1.79M
|