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 |
---|---|---|---|---|---|---|---|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-159- 16.58% |
$94.2K - $126K
|
800
$604K
|
|
May 01, 2024
Q1 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-160- 10.84% |
$94.8K - $127K
|
1.32K
$994K
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-160- 2.42% |
$94.8K - $127K
|
6.46K
$4.88M
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-161- 4.1% |
$95.3K - $128K
|
3.77K
$2.84M
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-161- 44.6% |
$95.3K - $128K
|
200
$151K
|
|
May 08, 2024
Q1 2024
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-162- 6.93% |
$95.9K - $128K
|
2.18K
$1.64M
|
|
May 15, 2024
Q1 2024
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-162- 11.64% |
$95.9K - $128K
|
1.23K
$929K
|
|
May 14, 2024
Q1 2024
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-163- 1.71% |
$96.5K - $129K
|
9.36K
$7.06M
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-164- 0.74% |
$97.1K - $130K
|
21.9K
$16.5M
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-164- 9.42% |
$97.1K - $130K
|
1.58K
$1.19M
|
|
May 15, 2024
Q1 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-164- 3.83% |
$97.1K - $130K
|
4.12K
$3.11M
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-166- 2.52% |
$98.3K - $132K
|
6.43K
$4.85M
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-167- 1.27% |
$98.9K - $132K
|
13K
$9.78M
|
|
May 01, 2024
Q1 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-169- 2.17% |
$100K - $134K
|
7.61K
$5.75M
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
SELL
|
- |
-170- 12.67% |
$101K - $135K
|
1.17K
$885K
|
|
May 01, 2024
Q1 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-170- 0.9% |
$101K - $135K
|
18.6K
$14.1M
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-170- 1.37% |
$101K - $135K
|
12.2K
$9.22M
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
SELL
|
- |
-173- 24.26% |
$102K - $137K
|
540
$408K
|
|
Apr 17, 2024
Q1 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-174- 1.29% |
$103K - $138K
|
13.3K
$10M
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
SELL
|
- |
-175- 8.2% |
$104K - $139K
|
1.96K
$1.48M
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-175- 19.8% |
$104K - $139K
|
709
$535K
|
|
May 13, 2024
Q1 2024
|
Puzo Michael J
|
SELL
|
- |
-175- 13.73% |
$104K - $139K
|
1.1K
$831K
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-176- 3.51% |
$104K - $139K
|
4.83K
$3.65M
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-176- 4.56% |
$104K - $139K
|
3.69K
$2.78M
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-177- 5.92% |
$105K - $140K
|
2.81K
$2.12M
|
|
Apr 29, 2024
Q1 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-180- 2.35% |
$107K - $143K
|
7.47K
$5.64M
|
|
Apr 15, 2024
Q1 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-181- 5.27% |
$107K - $143K
|
3.25K
$2.46M
|
|
May 03, 2024
Q1 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-184- 8.75% |
$109K - $146K
|
1.92K
$1.45M
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-184- 3.71% |
$109K - $146K
|
4.77K
$3.6M
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-185- 5.1% |
$110K - $147K
|
3.44K
$2.6M
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
SELL
|
- |
-186- 19.35% |
$110K - $147K
|
775
$585K
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-186- 7.14% |
$110K - $147K
|
2.42K
$1.83M
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-187- 41.1% |
$111K - $148K
|
268
$202K
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-189- 11.32% |
$112K - $150K
|
1.48K
$1.12M
|
|
May 03, 2024
Q1 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-190- 12.73% |
$113K - $151K
|
1.3K
$983K
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-192- 3.53% |
$114K - $152K
|
5.25K
$3.97M
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-194- 2.84% |
$115K - $154K
|
6.65K
$5.02M
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-195- 4.39% |
$115K - $154K
|
4.24K
$3.2M
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-196- 41.35% |
$116K - $155K
|
278
$210K
|
|
May 09, 2024
Q1 2024
|
Trust Investment Advisors
|
SELL
|
- |
-196- 1.11% |
$116K - $155K
|
17.4K
$13.1M
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-196- 15.09% |
$116K - $155K
|
1.1K
$833K
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-197- 7.73% |
$117K - $156K
|
2.35K
$1.78M
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-197- 10.79% |
$117K - $156K
|
1.63K
$1.23M
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-200- 21.88% |
$118K - $158K
|
714
$539K
|
|
Apr 29, 2024
Q1 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-200- 16.13% |
$118K - $158K
|
1.04K
$785K
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-200- 0.88% |
$118K - $158K
|
22.5K
$17M
|
|
May 01, 2024
Q1 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-200- 3.94% |
$118K - $158K
|
4.88K
$3.68M
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-200- 18.54% |
$118K - $158K
|
879
$664K
|
|
May 03, 2024
Q1 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-200- 12.5% |
$118K - $158K
|
1.4K
$1.06M
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-200- 11.49% |
$118K - $158K
|
1.54K
$1.16M
|