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 09, 2024
Q1 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-208- 15.06% |
$123K - $165K
|
1.17K
$865K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
SELL
|
- |
-209- 5.75% |
$124K - $166K
|
3.42K
$2.53M
|
|
|
Apr 09, 2024
Q1 2024
|
Curbstone Financial Management Corp
|
SELL
|
- |
-210- 2.96% |
$124K - $166K
|
6.89K
$5.08M
|
|
|
May 08, 2024
Q1 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
SELL
|
- |
-210- 6.29% |
$124K - $166K
|
3.13K
$2.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-211- 34.82% |
$125K - $167K
|
395
$291K
|
|
|
Apr 23, 2024
Q1 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-213- 19.15% |
$126K - $169K
|
899
$663K
|
|
|
May 15, 2024
Q1 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-214- 6.15% |
$127K - $170K
|
3.26K
$2.41M
|
|
|
May 06, 2024
Q1 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-217- 5.22% |
$129K - $172K
|
3.94K
$2.91M
|
|
|
May 09, 2024
Q1 2024
|
Eagle Asset Management Inc
St Petersburg, FL |
SELL
|
- |
-218- 1.06% |
$129K - $173K
|
20.3K
$15M
|
|
|
May 24, 2024
Q1 2024
|
Invst, LLC
Indianapolis, IN |
SELL
|
- |
-218- 3.87% |
$129K - $173K
|
5.42K
$3.99M
|
|
|
Apr 19, 2024
Q1 2024
|
Fcg Investment CO
Germantown, TN |
SELL
|
- |
-219- 7.93% |
$130K - $174K
|
2.54K
$1.88M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-220- 0.84% |
$130K - $174K
|
26.1K
$19.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-221- 14.26% |
$131K - $175K
|
1.33K
$980K
|
|
|
Apr 23, 2024
Q1 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
SELL
|
- |
-223- 2.33% |
$132K - $177K
|
9.36K
$6.91M
|
|
|
Apr 10, 2024
Q1 2024
|
American National Bank
|
SELL
|
- |
-224- 3.33% |
$133K - $177K
|
6.5K
$4.79M
|
|
|
Apr 11, 2024
Q1 2024
|
Central Bank & Trust CO
|
SELL
|
- |
-224- 7.22% |
$133K - $177K
|
2.88K
$2.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-224- 4.6% |
$133K - $177K
|
4.65K
$3.43M
|
|
|
May 09, 2024
Q1 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-224- 0.83% |
$133K - $177K
|
26.9K
$19.9M
|
|
|
May 14, 2024
Q1 2024
|
Lokken Investment Group LLC
|
SELL
|
- |
-224- 4.71% |
$133K - $177K
|
4.54K
$3.35M
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-224- 4.38% |
$133K - $177K
|
4.89K
$3.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Threadgill Financial, LLC
|
SELL
|
- |
-225- 15.54% |
$133K - $178K
|
1.22K
$902K
|
|
|
Apr 11, 2024
Q1 2024
|
Radnor Capital Management, LLC
|
SELL
|
- |
-225- 2.09% |
$133K - $178K
|
10.5K
$7.77M
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-227- 2.04% |
$134K - $180K
|
10.9K
$8.04M
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-229- 6.26% |
$136K - $181K
|
3.43K
$2.53M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-230- 11.45% |
$136K - $182K
|
1.78K
$1.31M
|
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-230- 14.74% |
$136K - $182K
|
1.33K
$981K
|
|
|
May 09, 2024
Q1 2024
|
Jupiter Wealth Management LLC
Glendale, CO |
SELL
|
- |
-230- 10.14% |
$136K - $182K
|
2.04K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
SELL
|
- |
-230- 26.44% |
$136K - $182K
|
640
$472K
|
|
|
Apr 12, 2024
Q1 2024
|
Affinity Capital Advisors, LLC
|
SELL
|
- |
-231- 3.83% |
$137K - $183K
|
5.8K
$4.28M
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
SELL
|
- |
-231- 6.04% |
$137K - $183K
|
3.59K
$2.65M
|
|
|
May 06, 2024
Q1 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-231- 5.56% |
$137K - $183K
|
3.92K
$2.89M
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
SELL
|
- |
-232- 5.89% |
$137K - $184K
|
3.71K
$2.73M
|
|
|
Apr 12, 2024
Q1 2024
|
Carlson Capital Management
|
SELL
|
- |
-234- 8.93% |
$139K - $185K
|
2.39K
$1.76M
|
|
|
Apr 16, 2024
Q1 2024
|
Krs Capital Management, LLC
|
SELL
|
- |
-235- 4.71% |
$139K - $186K
|
4.75K
$3.51M
|
|
|
Apr 22, 2024
Q1 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-235- 1.92% |
$139K - $186K
|
12K
$8.87M
|
|
|
May 06, 2024
Q1 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-237- 1.89% |
$140K - $188K
|
12.3K
$9.1M
|
|
|
May 07, 2024
Q1 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-239- 2.48% |
$142K - $189K
|
9.39K
$6.93M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-239- 3.21% |
$142K - $189K
|
7.22K
$5.32M
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
SELL
|
- |
-240- 29.85% |
$142K - $190K
|
564
$416K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-241- 13.14% |
$143K - $191K
|
1.59K
$1.18M
|
|
|
May 06, 2024
Q1 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-243- 19.22% |
$144K - $193K
|
1.02K
$753K
|
|
|
Apr 23, 2024
Q1 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-245- 2.81% |
$145K - $194K
|
8.47K
$6.25M
|
|
|
May 06, 2024
Q1 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-245- 4.09% |
$145K - $194K
|
5.75K
$4.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-246- 8.1% |
$146K - $195K
|
2.79K
$2.06M
|
|
|
May 15, 2024
Q1 2024
|
Moran Wealth Management, LLC
Naples, FL |
SELL
|
- |
-246- 2.91% |
$146K - $195K
|
8.22K
$6.06M
|
|
|
Apr 11, 2024
Q1 2024
|
Boston Common Asset Management, LLC
Boston, MA |
SELL
|
- |
-247- 2.44% |
$146K - $196K
|
9.86K
$7.27M
|
|
|
May 03, 2024
Q1 2024
|
Howland Capital Management LLC
|
SELL
|
- |
-252- 5.18% |
$149K - $200K
|
4.61K
$3.4M
|
|
|
May 13, 2024
Q1 2024
|
Texas Capital Bancshares Inc
|
SELL
|
- |
-254- 14.34% |
$150K - $201K
|
1.52K
$1.12M
|
|
|
Apr 16, 2024
Q1 2024
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-255- 7.44% |
$151K - $202K
|
3.17K
$2.34M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
SELL
|
- |
-255- 0.67% |
$151K - $202K
|
37.8K
$27.9M
|