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 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-90- 10.23% |
$53.3K - $71.3K
|
790
$667K
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-90- 0.28% |
$53.3K - $71.3K
|
32.5K
$27.4M
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-90- 1.22% |
$53.3K - $71.3K
|
7.31K
$6.17M
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-91- 4.39% |
$53.9K - $72.1K
|
1.98K
$1.68M
|
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-91- 0.69% |
$53.9K - $72.1K
|
13.1K
$11.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-91- 1.92% |
$53.9K - $72.1K
|
4.66K
$3.93M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-91- 2.87% |
$53.9K - $72.1K
|
3.08K
$2.6M
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-91- 4.84% |
$53.9K - $72.1K
|
1.79K
$1.51M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-92- 12.72% |
$54.5K - $72.9K
|
631
$533K
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-92- 10.91% |
$54.5K - $72.9K
|
751
$634K
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-92- 8.32% |
$54.5K - $72.9K
|
1.01K
$856K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-93- 3.28% |
$55.1K - $73.7K
|
2.75K
$2.32M
|
|
|
Apr 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-93- 6.54% |
$55.1K - $73.7K
|
1.33K
$1.12M
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-94- 23.86% |
$55.7K - $74.5K
|
300
$253K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-94- 1.56% |
$55.7K - $74.5K
|
5.93K
$5M
|
|
|
Apr 11, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-95- 21.35% |
$56.3K - $75.3K
|
350
$295K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-95- 7.09% |
$56.3K - $75.3K
|
1.25K
$1.05M
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-95- 16.3% |
$56.3K - $75.3K
|
488
$412K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-96- 4.31% |
$56.9K - $76.1K
|
2.13K
$1.8M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-97- 4.86% |
$57.4K - $76.9K
|
1.9K
$1.6M
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
SELL
|
- |
-98- 1.7% |
$58K - $77.6K
|
5.67K
$4.78M
|
|
|
May 09, 2024
Q1 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-98- 12.31% |
$58K - $77.6K
|
698
$589K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-98- 12.95% |
$58K - $77.6K
|
659
$556K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-99- 16.78% |
$58.6K - $78.4K
|
491
$415K
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-99- 14.6% |
$58.6K - $78.4K
|
579
$489K
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-99- 3.09% |
$58.6K - $78.4K
|
3.11K
$2.62M
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-100- 14.62% |
$59.2K - $79.2K
|
584
$493K
|
|
|
Apr 19, 2024
Q1 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-100- 0.81% |
$59.2K - $79.2K
|
12.3K
$10.4M
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-100- 6.71% |
$59.2K - $79.2K
|
1.39K
$1.17M
|
|
|
Apr 23, 2024
Q1 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-100- 14.93% |
$59.2K - $79.2K
|
570
$481K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-100- 3.34% |
$59.2K - $79.2K
|
2.89K
$2.44M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-100- 3.79% |
$59.2K - $79.2K
|
2.54K
$2.14M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-100- 7.18% |
$59.2K - $79.2K
|
1.29K
$1.09M
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-100- 2.5% |
$59.2K - $79.2K
|
3.9K
$3.29M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-100- 0.3% |
$59.2K - $79.2K
|
33.3K
$28.1M
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-100- 10.47% |
$59.2K - $79.2K
|
855
$722K
|
|
|
May 20, 2024
Q1 2024
|
Highlander Capital Management, LLC
Short Hills, NJ |
SELL
|
- |
-100- 21.41% |
$59.2K - $79.2K
|
367
$310K
|
|
|
Apr 25, 2024
Q1 2024
|
Carmel Capital Partners, LLC
|
SELL
|
- |
-101- 14.23% |
$59.8K - $80K
|
609
$514K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-101- 1.35% |
$59.8K - $80K
|
7.38K
$6.23M
|
|
|
Apr 16, 2024
Q1 2024
|
Monumental Financial Group Inc.
|
SELL
|
- |
-102- 3.64% |
$60.4K - $80.8K
|
2.7K
$2.28M
|
|
|
Apr 25, 2024
Q1 2024
|
True Private Wealth Advisors
|
SELL
|
- |
-103- 1.13% |
$61K - $81.6K
|
8.99K
$7.59M
|
|
|
Apr 15, 2024
Q1 2024
|
First Bancorp, Inc
|
SELL
|
- |
-104- 14.65% |
$61.6K - $82.4K
|
606
$512K
|
|
|
May 10, 2024
Q1 2024
|
South Street Advisors LLC
New York, NY |
SELL
|
- |
-104- 0.24% |
$61.6K - $82.4K
|
42.7K
$36.1M
|
|
|
May 14, 2024
Q1 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
SELL
|
- |
-104- 0.24% |
$61.6K - $82.4K
|
42.9K
$36.2M
|
|
|
May 08, 2024
Q1 2024
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-105- 4.52% |
$62.2K - $83.2K
|
2.22K
$1.87M
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-105- 2.45% |
$62.2K - $83.2K
|
4.18K
$3.53M
|
|
|
May 03, 2024
Q1 2024
|
Mechanics Financial Corp
|
SELL
|
- |
-106- 5.54% |
$62.8K - $84K
|
1.81K
$1.52M
|
|
|
Apr 04, 2024
Q1 2024
|
Moody National Bank Trust Division
|
SELL
|
- |
-107- 0.88% |
$63.4K - $84.8K
|
12K
$10.2M
|
|
|
Apr 18, 2024
Q1 2024
|
Hfg Advisors, Inc.
|
SELL
|
- |
-107- 16.69% |
$63.4K - $84.8K
|
534
$451K
|
|
|
Apr 29, 2024
Q1 2024
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-107- 3.41% |
$63.4K - $84.8K
|
3.03K
$2.56M
|