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
|
Patriot Investment Management Inc.
|
SELL
|
- |
-83- 5.08% |
$49.2K - $65.8K
|
1.55K
$1.14M
|
|
|
May 10, 2024
Q1 2024
|
Connors Investor Services Inc
Wyomissing, PA |
SELL
|
- |
-83- 0.34% |
$49.2K - $65.8K
|
24.2K
$17.8M
|
|
|
Apr 11, 2024
Q1 2024
|
Abacus Planning Group, Inc.
|
SELL
|
- |
-84- 4.28% |
$49.7K - $66.6K
|
1.88K
$1.38M
|
|
|
Apr 16, 2024
Q1 2024
|
Arlington Trust CO LLC
Birmingham, AL |
SELL
|
- |
-84- 3.02% |
$49.7K - $66.6K
|
2.7K
$1.99M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-84- 2.05% |
$49.7K - $66.6K
|
4.01K
$2.96M
|
|
|
Apr 09, 2024
Q1 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
SELL
|
- |
-85- 0.47% |
$50.3K - $67.3K
|
18.1K
$13.3M
|
|
|
Apr 26, 2024
Q1 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-85- 5.74% |
$50.3K - $67.3K
|
1.4K
$1.03M
|
|
|
May 09, 2024
Q1 2024
|
Campbell Wealth Management
|
SELL
|
- |
-85- 3.34% |
$50.3K - $67.3K
|
2.46K
$1.82M
|
|
|
Apr 04, 2024
Q1 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-86- 0.63% |
$50.9K - $68.1K
|
13.6K
$10M
|
|
|
Apr 12, 2024
Q1 2024
|
Murphy Pohlad Asset Management LLC
|
SELL
|
- |
-86- 13.48% |
$50.9K - $68.1K
|
552
$407K
|
|
|
Apr 16, 2024
Q1 2024
|
Five Oceans Advisors
|
SELL
|
- |
-88- 6.88% |
$52.1K - $69.7K
|
1.19K
$879K
|
|
|
May 13, 2024
Q1 2024
|
Richwood Investment Advisors, LLC
|
SELL
|
- |
-88- 1.24% |
$52.1K - $69.7K
|
7.01K
$5.17M
|
|
|
Apr 09, 2024
Q1 2024
|
Collective Family Office LLC
|
SELL
|
- |
-89- 4.57% |
$52.7K - $70.5K
|
1.86K
$1.37M
|
|
|
Apr 17, 2024
Q1 2024
|
Sandy Cove Advisors, LLC
Hingham, MA |
SELL
|
- |
-90- 4.02% |
$53.3K - $71.3K
|
2.15K
$1.59M
|
|
|
Apr 22, 2024
Q1 2024
|
Greenhouse Wealth Management, LLC
|
SELL
|
- |
-90- 10.18% |
$53.3K - $71.3K
|
794
$586K
|
|
|
Apr 29, 2024
Q1 2024
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-90- 10.23% |
$53.3K - $71.3K
|
790
$583K
|
|
|
May 13, 2024
Q1 2024
|
Logan Capital Management Inc
Newtown Square, PA |
SELL
|
- |
-90- 0.28% |
$53.3K - $71.3K
|
32.5K
$24M
|
|
|
May 15, 2024
Q1 2024
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-90- 1.22% |
$53.3K - $71.3K
|
7.31K
$5.39M
|
|
|
Apr 17, 2024
Q1 2024
|
Alpha Omega Wealth Management LLC
|
SELL
|
- |
-91- 4.39% |
$53.9K - $72.1K
|
1.98K
$1.46M
|
|
|
Apr 18, 2024
Q1 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-91- 0.69% |
$53.9K - $72.1K
|
13.1K
$9.69M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-91- 1.92% |
$53.9K - $72.1K
|
4.66K
$3.44M
|
|
|
Apr 23, 2024
Q1 2024
|
Bsw Wealth Partners
Boulder, CO |
SELL
|
- |
-91- 2.87% |
$53.9K - $72.1K
|
3.08K
$2.27M
|
|
|
May 14, 2024
Q1 2024
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-91- 4.84% |
$53.9K - $72.1K
|
1.79K
$1.32M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-92- 12.72% |
$54.5K - $72.9K
|
631
$465K
|
|
|
Apr 25, 2024
Q1 2024
|
Cardinal Strategic Wealth Guidance
|
SELL
|
- |
-92- 10.91% |
$54.5K - $72.9K
|
751
$554K
|
|
|
May 02, 2024
Q1 2024
|
Lwmg, LLC
Lake Elmo, MN |
SELL
|
- |
-92- 8.32% |
$54.5K - $72.9K
|
1.01K
$748K
|
|
|
Apr 22, 2024
Q1 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-93- 3.28% |
$55.1K - $73.7K
|
2.75K
$2.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-93- 6.54% |
$55.1K - $73.7K
|
1.33K
$980K
|
|
|
Apr 12, 2024
Q1 2024
|
Columbus Macro, LLC
|
SELL
|
- |
-94- 23.86% |
$55.7K - $74.5K
|
300
$221K
|
|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-94- 1.56% |
$55.7K - $74.5K
|
5.93K
$4.37M
|
|
|
Apr 11, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-95- 21.35% |
$56.3K - $75.3K
|
350
$258K
|
|
|
May 14, 2024
Q1 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-95- 7.09% |
$56.3K - $75.3K
|
1.25K
$918K
|
|
|
May 15, 2024
Q1 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
SELL
|
- |
-95- 16.3% |
$56.3K - $75.3K
|
488
$360K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-96- 4.31% |
$56.9K - $76.1K
|
2.13K
$1.57M
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-97- 4.86% |
$57.4K - $76.9K
|
1.9K
$1.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Parthenon LLC
|
SELL
|
- |
-98- 1.7% |
$58K - $77.6K
|
5.67K
$4.18M
|
|
|
May 09, 2024
Q1 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-98- 12.31% |
$58K - $77.6K
|
698
$515K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-98- 12.95% |
$58K - $77.6K
|
659
$486K
|
|
|
Apr 24, 2024
Q1 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-99- 16.78% |
$58.6K - $78.4K
|
491
$362K
|
|
|
May 09, 2024
Q1 2024
|
Pinkerton Retirement Specialists, LLC
Coeur D Alene, ID |
SELL
|
- |
-99- 14.6% |
$58.6K - $78.4K
|
579
$427K
|
|
|
May 14, 2024
Q1 2024
|
First County Bank /Ct/
Stamford, CT |
SELL
|
- |
-99- 3.09% |
$58.6K - $78.4K
|
3.11K
$2.29M
|
|
|
Apr 08, 2024
Q1 2024
|
Beese Fulmer Investment Management, Inc.
|
SELL
|
- |
-100- 14.62% |
$59.2K - $79.2K
|
584
$431K
|
|
|
Apr 19, 2024
Q1 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-100- 0.81% |
$59.2K - $79.2K
|
12.3K
$9.05M
|
|
|
Apr 22, 2024
Q1 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
SELL
|
- |
-100- 6.71% |
$59.2K - $79.2K
|
1.39K
$1.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
SELL
|
- |
-100- 14.93% |
$59.2K - $79.2K
|
570
$420K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-100- 3.34% |
$59.2K - $79.2K
|
2.89K
$2.13M
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-100- 3.79% |
$59.2K - $79.2K
|
2.54K
$1.87M
|
|
|
May 08, 2024
Q1 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-100- 7.18% |
$59.2K - $79.2K
|
1.29K
$954K
|
|
|
May 08, 2024
Q1 2024
|
Ledyard National Bank
|
SELL
|
- |
-100- 2.5% |
$59.2K - $79.2K
|
3.9K
$2.88M
|
|
|
May 14, 2024
Q1 2024
|
Alps Advisors Inc
Denver, CO |
SELL
|
- |
-100- 0.3% |
$59.2K - $79.2K
|
33.3K
$24.6M
|