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 01, 2024
Q1 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-169- 2.17% |
$100K - $134K
|
7.61K
$6.13M
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
SELL
|
- |
-170- 12.67% |
$101K - $135K
|
1.17K
$944K
|
|
|
May 01, 2024
Q1 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-170- 0.9% |
$101K - $135K
|
18.6K
$15M
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-170- 1.37% |
$101K - $135K
|
12.2K
$9.84M
|
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
SELL
|
- |
-173- 24.26% |
$102K - $137K
|
540
$435K
|
|
|
Apr 17, 2024
Q1 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-174- 1.29% |
$103K - $138K
|
13.3K
$10.7M
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
SELL
|
- |
-175- 8.2% |
$104K - $139K
|
1.96K
$1.58M
|
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-175- 19.8% |
$104K - $139K
|
709
$571K
|
|
|
May 13, 2024
Q1 2024
|
Puzo Michael J
|
SELL
|
- |
-175- 13.73% |
$104K - $139K
|
1.1K
$886K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-176- 3.51% |
$104K - $139K
|
4.83K
$3.89M
|
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-176- 4.56% |
$104K - $139K
|
3.69K
$2.97M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-177- 5.92% |
$105K - $140K
|
2.81K
$2.27M
|
|
|
Apr 29, 2024
Q1 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-180- 2.35% |
$107K - $143K
|
7.47K
$6.02M
|
|
|
Apr 15, 2024
Q1 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-181- 5.27% |
$107K - $143K
|
3.25K
$2.62M
|
|
|
May 03, 2024
Q1 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-184- 8.75% |
$109K - $146K
|
1.92K
$1.55M
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-184- 3.71% |
$109K - $146K
|
4.77K
$3.85M
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-185- 5.1% |
$110K - $147K
|
3.44K
$2.77M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
SELL
|
- |
-186- 19.35% |
$110K - $147K
|
775
$624K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-186- 7.14% |
$110K - $147K
|
2.42K
$1.95M
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-187- 41.1% |
$111K - $148K
|
268
$216K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-189- 11.32% |
$112K - $150K
|
1.48K
$1.19M
|
|
|
May 03, 2024
Q1 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
SELL
|
- |
-190- 12.73% |
$113K - $151K
|
1.3K
$1.05M
|
|
|
May 28, 2025
Q1 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-190- 4.86% |
$113K - $151K
|
3.72K
$2.99M
|
|
|
May 06, 2024
Q1 2024
|
Nvwm, LLC
|
SELL
|
- |
-192- 3.53% |
$114K - $152K
|
5.25K
$4.23M
|
|
|
Apr 25, 2024
Q1 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-194- 2.84% |
$115K - $154K
|
6.65K
$5.35M
|
|
|
Apr 23, 2024
Q1 2024
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-195- 4.39% |
$115K - $154K
|
4.24K
$3.42M
|
|
|
Apr 25, 2024
Q1 2024
|
Mendota Financial Group, LLC
Madison, WI |
SELL
|
- |
-196- 41.35% |
$116K - $155K
|
278
$224K
|
|
|
May 09, 2024
Q1 2024
|
Trust Investment Advisors
|
SELL
|
- |
-196- 1.11% |
$116K - $155K
|
17.4K
$14M
|
|
|
May 14, 2024
Q1 2024
|
Flaharty Asset Management, LLC
|
SELL
|
- |
-196- 15.09% |
$116K - $155K
|
1.1K
$888K
|
|
|
Apr 29, 2024
Q1 2024
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-197- 7.73% |
$117K - $156K
|
2.35K
$1.9M
|
|
|
Apr 30, 2024
Q1 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-197- 10.79% |
$117K - $156K
|
1.63K
$1.31M
|
|
|
Apr 24, 2024
Q1 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-200- 21.88% |
$118K - $158K
|
714
$575K
|
|
|
Apr 29, 2024
Q1 2024
|
Renaissance Investment Group LLC
|
SELL
|
- |
-200- 16.13% |
$118K - $158K
|
1.04K
$838K
|
|
|
May 01, 2024
Q1 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-200- 0.88% |
$118K - $158K
|
22.5K
$18.1M
|
|
|
May 01, 2024
Q1 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-200- 3.94% |
$118K - $158K
|
4.88K
$3.93M
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-200- 18.54% |
$118K - $158K
|
879
$708K
|
|
|
May 03, 2024
Q1 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-200- 12.5% |
$118K - $158K
|
1.4K
$1.13M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-200- 11.49% |
$118K - $158K
|
1.54K
$1.24M
|
|
|
May 15, 2024
Q1 2024
|
Nsi Retail Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-200- 26.42% |
$118K - $158K
|
557
$449K
|
|
|
May 15, 2024
Q1 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-200- 12.8% |
$118K - $158K
|
1.36K
$1.1M
|
|
|
May 15, 2024
Q1 2024
|
Wetherby Asset Management Inc
San Francisco, CA |
SELL
|
- |
-200- 0.75% |
$118K - $158K
|
26.3K
$21.2M
|
|
|
Apr 26, 2024
Q1 2024
|
Highview Capital Management LLC
|
SELL
|
- |
-201- 3.0% |
$119K - $159K
|
6.51K
$5.24M
|
|
|
May 15, 2024
Q1 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-202- 10.48% |
$120K - $160K
|
1.73K
$1.39M
|
|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-203- 5.89% |
$120K - $161K
|
3.25K
$2.61M
|
|
|
Jul 31, 2024
Q1 2024
|
First American Bank
Dundee, IL |
SELL
|
- |
-203- 0.33% |
$120K - $161K
|
61.6K
$49.6M
|
|
|
Apr 29, 2024
Q1 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
SELL
|
- |
-204- 3.66% |
$121K - $162K
|
5.37K
$4.33M
|
|
|
Apr 10, 2024
Q1 2024
|
Trust CO Of The South
Greensboro, NC |
SELL
|
- |
-205- 24.85% |
$121K - $162K
|
620
$499K
|
|
|
Apr 18, 2024
Q1 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-205- 11.95% |
$121K - $162K
|
1.51K
$1.22M
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-205- 2.32% |
$121K - $162K
|
8.63K
$6.95M
|
|
|
Apr 01, 2024
Q1 2024
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
SELL
|
- |
-207- 2.97% |
$123K - $164K
|
6.77K
$5.46M
|