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 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-338- 11.58% |
$200K - $268K
|
2.58K
$2M
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-338- 22.72% |
$200K - $268K
|
1.15K
$893K
|
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-343- 21.75% |
$203K - $272K
|
1.23K
$958K
|
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-345- 12.41% |
$204K - $273K
|
2.44K
$1.89M
|
|
|
May 01, 2024
Q1 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-350- 35.0% |
$207K - $277K
|
650
$505K
|
|
|
Apr 12, 2024
Q1 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-354- 8.84% |
$210K - $280K
|
3.65K
$2.83M
|
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-356- 9.22% |
$211K - $282K
|
3.5K
$2.72M
|
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-359- 8.84% |
$213K - $284K
|
3.7K
$2.87M
|
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-360- 6.05% |
$213K - $285K
|
5.59K
$4.34M
|
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-361- 13.55% |
$214K - $286K
|
2.3K
$1.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-362- 5.33% |
$214K - $287K
|
6.42K
$4.99M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-368- 36.15% |
$218K - $292K
|
650
$505K
|
|
|
May 14, 2024
Q1 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-372- 42.18% |
$220K - $295K
|
510
$396K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-374- 2.63% |
$221K - $296K
|
13.8K
$10.7M
|
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-375- 7.86% |
$222K - $297K
|
4.4K
$3.41M
|
|
|
May 06, 2024
Q1 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-375- 2.12% |
$222K - $297K
|
17.3K
$13.5M
|
|
|
May 08, 2024
Q1 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-377- 1.74% |
$223K - $299K
|
21.3K
$16.5M
|
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-382- 1.36% |
$226K - $303K
|
27.6K
$21.5M
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-382- 0.66% |
$226K - $303K
|
57.1K
$44.3M
|
|
|
May 13, 2024
Q1 2024
|
Somerville Kurt F
|
SELL
|
- |
-385- 8.29% |
$228K - $305K
|
4.26K
$3.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Bender Robert & Associates
|
SELL
|
- |
-387- 1.95% |
$229K - $307K
|
19.4K
$15.1M
|
|
|
Jan 14, 2025
Q1 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-387- 28.27% |
$229K - $307K
|
982
$762K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-388- 50.0% |
$230K - $307K
|
388
$301K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-390- 5.94% |
$231K - $309K
|
6.17K
$4.79M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-390- 3.31% |
$231K - $309K
|
11.4K
$8.84M
|
|
|
May 13, 2024
Q1 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-390- 3.23% |
$231K - $309K
|
11.7K
$9.06M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-392- 23.39% |
$232K - $311K
|
1.28K
$997K
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-392- 49.81% |
$232K - $311K
|
395
$307K
|
|
|
Apr 16, 2024
Q1 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-393- 0.61% |
$233K - $311K
|
64K
$49.7M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-395- 5.16% |
$234K - $313K
|
7.26K
$5.63M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-395- 14.64% |
$234K - $313K
|
2.3K
$1.79M
|
|
|
Apr 30, 2024
Q1 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-398- 4.6% |
$236K - $315K
|
8.26K
$6.41M
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-398- 10.36% |
$236K - $315K
|
3.45K
$2.67M
|
|
|
Apr 15, 2024
Q1 2024
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-400- 10.05% |
$237K - $317K
|
3.58K
$2.78M
|
|
|
Apr 19, 2024
Q1 2024
|
Graphene Investments Sas
Paris, I0 |
SELL
|
- |
-400- 8.7% |
$237K - $317K
|
4.2K
$3.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Lattice Capital Management, LLC
|
SELL
|
- |
-400- 9.26% |
$237K - $317K
|
3.92K
$3.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-400- 18.5% |
$237K - $317K
|
1.76K
$1.37M
|
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-400- 3.71% |
$237K - $317K
|
10.4K
$8.06M
|
|
|
May 15, 2024
Q1 2024
|
Mango Five Family, Inc.
Reno, NV |
SELL
|
- |
-400- 5.78% |
$237K - $317K
|
6.52K
$5.06M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-403- 9.63% |
$239K - $319K
|
3.78K
$2.94M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-404- 53.23% |
$239K - $320K
|
355
$276K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-405- 6.32% |
$240K - $321K
|
6K
$4.66M
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-405- 19.33% |
$240K - $321K
|
1.69K
$1.31M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-406- 9.0% |
$240K - $322K
|
4.11K
$3.19M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-406- 0.69% |
$240K - $322K
|
58.3K
$45.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-407- 4.33% |
$241K - $322K
|
8.99K
$6.98M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-414- 4.79% |
$245K - $328K
|
8.23K
$6.39M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-415- 2.97% |
$246K - $329K
|
13.6K
$10.5M
|
|
|
Apr 02, 2024
Q1 2024
|
Centre Asset Management, LLC
|
SELL
|
- |
-416- 5.22% |
$246K - $330K
|
7.55K
$5.86M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-416- 1.55% |
$246K - $330K
|
26.3K
$20.4M
|