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 30, 2024
Q1 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-134- 7.4% |
$79.4K - $106K
|
1.68K
$1.24M
|
|
|
May 07, 2024
Q1 2024
|
Hyman Charles D
|
SELL
|
- |
-135- 0.88% |
$79.9K - $107K
|
15.3K
$11.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-136- 3.16% |
$80.5K - $108K
|
4.16K
$3.07M
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-136- 3.34% |
$80.5K - $108K
|
3.94K
$2.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Citizens Business Bank
Ontario, CA |
SELL
|
- |
-139- 12.72% |
$82.3K - $110K
|
954
$704K
|
|
|
May 13, 2024
Q1 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-139- 27.74% |
$82.3K - $110K
|
362
$267K
|
|
|
Apr 15, 2024
Q1 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-141- 2.21% |
$83.5K - $112K
|
6.23K
$4.59M
|
|
|
Apr 19, 2024
Q1 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-141- 18.85% |
$83.5K - $112K
|
607
$448K
|
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-141- 0.96% |
$83.5K - $112K
|
14.6K
$10.8M
|
|
|
May 13, 2024
Q1 2024
|
Blueprint Investment Partners LLC
Greensboro, NC |
SELL
|
- |
-141- 4.4% |
$83.5K - $112K
|
3.06K
$2.26M
|
|
|
May 16, 2024
Q1 2024
|
Pineridge Advisors LLC
St. Charles, MO |
SELL
|
- |
-142- 10.62% |
$84.1K - $113K
|
1.2K
$882K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-144- 9.09% |
$85.3K - $114K
|
1.44K
$1.06M
|
|
|
May 02, 2024
Q1 2024
|
Aries Wealth Management
|
SELL
|
- |
-145- 4.22% |
$85.9K - $115K
|
3.29K
$2.43M
|
|
|
May 14, 2024
Q1 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
SELL
|
- |
-145- 24.09% |
$85.9K - $115K
|
457
$337K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-146- 6.3% |
$86.5K - $116K
|
2.17K
$1.6M
|
|
|
May 03, 2024
Q1 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-146- 3.82% |
$86.5K - $116K
|
3.68K
$2.71M
|
|
|
May 15, 2024
Q1 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-146- 5.21% |
$86.5K - $116K
|
2.65K
$1.96M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-147- 13.82% |
$87.1K - $116K
|
917
$676K
|
|
|
May 10, 2024
Q1 2024
|
Indie Asset Partners, LLC
Carmel, IN |
SELL
|
- |
-147- 0.23% |
$87.1K - $116K
|
65K
$47.9M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-148- 1.5% |
$87.6K - $117K
|
9.73K
$7.18M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-149- 8.68% |
$88.2K - $118K
|
1.57K
$1.16M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-150- 18.75% |
$88.8K - $119K
|
650
$479K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-150- 2.44% |
$88.8K - $119K
|
6K
$4.43M
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-150- 30.0% |
$88.8K - $119K
|
350
$258K
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-150- 3.85% |
$88.8K - $119K
|
3.75K
$2.77M
|
|
|
May 15, 2024
Q1 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-150- 7.36% |
$88.8K - $119K
|
1.89K
$1.39M
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-154- 16.01% |
$91.2K - $122K
|
808
$596K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-155- 1.81% |
$91.8K - $123K
|
8.4K
$6.2M
|
|
|
May 13, 2024
Q1 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-155- 1.2% |
$91.8K - $123K
|
12.8K
$9.42M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-156- 8.31% |
$92.4K - $124K
|
1.72K
$1.27M
|
|
|
Apr 15, 2024
Q1 2024
|
Capitol Family Office, Inc.
|
SELL
|
- |
-157- 4.31% |
$93K - $124K
|
3.49K
$2.57M
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-157- 25.2% |
$93K - $124K
|
466
$344K
|
|
|
May 15, 2024
Q1 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-157- 30.02% |
$93K - $124K
|
366
$270K
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-159- 12.43% |
$94.2K - $126K
|
1.12K
$826K
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-159- 7.13% |
$94.2K - $126K
|
2.07K
$1.53M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-159- 16.58% |
$94.2K - $126K
|
800
$590K
|
|
|
May 01, 2024
Q1 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-160- 10.84% |
$94.8K - $127K
|
1.32K
$971K
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-160- 2.42% |
$94.8K - $127K
|
6.46K
$4.77M
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-161- 4.1% |
$95.3K - $128K
|
3.77K
$2.78M
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-161- 44.6% |
$95.3K - $128K
|
200
$148K
|
|
|
May 08, 2024
Q1 2024
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-162- 6.93% |
$95.9K - $128K
|
2.18K
$1.61M
|
|
|
May 15, 2024
Q1 2024
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-162- 11.64% |
$95.9K - $128K
|
1.23K
$907K
|
|
|
May 14, 2024
Q1 2024
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-163- 1.71% |
$96.5K - $129K
|
9.36K
$6.9M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-164- 0.74% |
$97.1K - $130K
|
21.9K
$16.2M
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-164- 9.42% |
$97.1K - $130K
|
1.58K
$1.16M
|
|
|
May 15, 2024
Q1 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-164- 3.83% |
$97.1K - $130K
|
4.12K
$3.04M
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-166- 2.52% |
$98.3K - $132K
|
6.43K
$4.74M
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-167- 1.27% |
$98.9K - $132K
|
13K
$9.56M
|
|
|
May 01, 2024
Q1 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-169- 2.17% |
$100K - $134K
|
7.61K
$5.61M
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
SELL
|
- |
-170- 12.67% |
$101K - $135K
|
1.17K
$865K
|