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 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-60- 2.6% |
$35.5K - $47.5K
|
2.25K
$1.68M
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-60- 9.8% |
$35.5K - $47.5K
|
552
$413K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-60- 6.28% |
$35.5K - $47.5K
|
895
$669K
|
|
|
May 13, 2024
Q1 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-60- 2.8% |
$35.5K - $47.5K
|
2.09K
$1.56M
|
|
|
May 13, 2024
Q1 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-60- 3.36% |
$35.5K - $47.5K
|
1.73K
$1.29M
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-61- 7.98% |
$36.1K - $48.3K
|
703
$526K
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
SELL
|
- |
-61- 1.32% |
$36.1K - $48.3K
|
4.58K
$3.42M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-61- 2.29% |
$36.1K - $48.3K
|
2.61K
$1.95M
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-61- 13.74% |
$36.1K - $48.3K
|
383
$286K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-61- 4.78% |
$36.1K - $48.3K
|
1.22K
$909K
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-62- 6.22% |
$36.7K - $49.1K
|
934
$699K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-63- 11.23% |
$37.3K - $49.9K
|
498
$373K
|
|
|
May 14, 2024
Q1 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-63- 5.23% |
$37.3K - $49.9K
|
1.14K
$853K
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-64- 4.09% |
$37.9K - $50.7K
|
1.5K
$1.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-64- 11.94% |
$37.9K - $50.7K
|
472
$353K
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-64- 4.96% |
$37.9K - $50.7K
|
1.23K
$917K
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-65- 2.61% |
$38.5K - $51.5K
|
2.43K
$1.82M
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-65- 0.73% |
$38.5K - $51.5K
|
8.9K
$6.66M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-65- 5.37% |
$38.5K - $51.5K
|
1.15K
$857K
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-66- 0.89% |
$39.1K - $52.3K
|
7.38K
$5.52M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-66- 5.72% |
$39.1K - $52.3K
|
1.09K
$814K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-66- 1.41% |
$39.1K - $52.3K
|
4.61K
$3.45M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-66- 8.48% |
$39.1K - $52.3K
|
712
$533K
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-66- 12.34% |
$39.1K - $52.3K
|
469
$351K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-67- 4.28% |
$39.7K - $53.1K
|
1.5K
$1.12M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-67- 2.6% |
$39.7K - $53.1K
|
2.51K
$1.88M
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-68- 2.96% |
$40.3K - $53.9K
|
2.23K
$1.67M
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-68- 9.51% |
$40.3K - $53.9K
|
647
$484K
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-68- 16.27% |
$40.3K - $53.9K
|
350
$262K
|
|
|
May 15, 2024
Q1 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-68- 11.81% |
$40.3K - $53.9K
|
508
$380K
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-69- 4.2% |
$40.9K - $54.7K
|
1.57K
$1.18M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-69- 5.7% |
$40.9K - $54.7K
|
1.14K
$853K
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-69- 0.37% |
$40.9K - $54.7K
|
18.8K
$14.1M
|
|
|
May 08, 2024
Q1 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-69- 8.66% |
$40.9K - $54.7K
|
728
$545K
|
|
|
Apr 12, 2024
Q1 2024
|
Cohen Klingenstein LLC
|
SELL
|
- |
-70- 0.05% |
$41.5K - $55.5K
|
140K
$105M
|
|
|
Apr 15, 2024
Q1 2024
|
Lvm Capital Management LTD
|
SELL
|
- |
-70- 0.18% |
$41.5K - $55.5K
|
37.8K
$28.3M
|
|
|
May 03, 2024
Q1 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-70- 2.36% |
$41.5K - $55.5K
|
2.89K
$2.16M
|
|
|
May 08, 2024
Q1 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-70- 0.41% |
$41.5K - $55.5K
|
16.9K
$12.7M
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-70- 9.52% |
$41.5K - $55.5K
|
665
$497K
|
|
|
May 08, 2024
Q1 2024
|
Jackson Square Partners, LLC
San Francisco, CA |
SELL
|
- |
-71- 0.96% |
$42K - $56.3K
|
7.32K
$5.47M
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-72- 2.34% |
$42.6K - $57K
|
3.01K
$2.25M
|
|
|
May 06, 2024
Q1 2024
|
Capital City Trust CO
|
SELL
|
- |
-72- 8.11% |
$42.6K - $57K
|
816
$610K
|
|
|
May 07, 2024
Q1 2024
|
Beacon Financial Group
|
SELL
|
- |
-72- 7.29% |
$42.6K - $57K
|
915
$684K
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-73- 6.26% |
$43.2K - $57.8K
|
1.09K
$818K
|
|
|
May 07, 2024
Q1 2024
|
Washington Trust Advisors, Inc.
|
SELL
|
- |
-74- 6.7% |
$43.8K - $58.6K
|
1.03K
$771K
|
|
|
Apr 24, 2024
Q1 2024
|
Country Club Bank
|
SELL
|
- |
-75- 2.6% |
$44.4K - $59.4K
|
2.81K
$2.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-75- 1.36% |
$44.4K - $59.4K
|
5.44K
$4.07M
|
|
|
Apr 29, 2024
Q1 2024
|
Notis Mc Conarty Edward
|
SELL
|
- |
-75- 17.69% |
$44.4K - $59.4K
|
349
$261K
|
|
|
Apr 30, 2024
Q1 2024
|
Thomas Story & Son LLC
Culver, IN |
SELL
|
- |
-75- 2.75% |
$44.4K - $59.4K
|
2.66K
$1.99M
|
|
|
May 07, 2024
Q1 2024
|
Cowa, LLC
Tulsa, OK |
SELL
|
- |
-75- 9.64% |
$44.4K - $59.4K
|
703
$526K
|