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 15, 2024
Q1 2024
|
Wms Partners, LLC
|
SELL
|
- |
-417- 21.05% |
$247K - $330K
|
1.56K
$1.21M
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-420- 5.44% |
$249K - $333K
|
7.31K
$5.67M
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-425- 10.42% |
$252K - $337K
|
3.65K
$2.84M
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-426- 47.81% |
$252K - $338K
|
465
$361K
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-427- 25.69% |
$253K - $338K
|
1.24K
$959K
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-433- 6.81% |
$256K - $343K
|
5.92K
$4.6M
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-434- 19.46% |
$257K - $344K
|
1.8K
$1.39M
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-436- 3.36% |
$258K - $345K
|
12.6K
$9.75M
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-439- 13.35% |
$260K - $348K
|
2.85K
$2.21M
|
|
May 06, 2024
Q1 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-440- 11.01% |
$261K - $349K
|
3.56K
$2.76M
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-441- 12.66% |
$261K - $349K
|
3.04K
$2.36M
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-442- 25.07% |
$262K - $350K
|
1.32K
$1.03M
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-445- 9.73% |
$264K - $353K
|
4.13K
$3.21M
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-447- 1.18% |
$265K - $354K
|
37.4K
$29M
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-448- 21.85% |
$265K - $355K
|
1.6K
$1.24M
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-448- 5.21% |
$265K - $355K
|
8.15K
$6.33M
|
|
May 14, 2024
Q1 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-450- 43.95% |
$266K - $357K
|
574
$446K
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-452- 2.77% |
$268K - $358K
|
15.9K
$12.3M
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-456- 16.88% |
$270K - $361K
|
2.25K
$1.74M
|
|
May 15, 2024
Q1 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-456- 26.56% |
$270K - $361K
|
1.26K
$979K
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-472- 5.47% |
$280K - $374K
|
8.16K
$6.34M
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-474- 1.88% |
$281K - $376K
|
24.8K
$19.2M
|
|
Apr 01, 2024
Q1 2024
|
Park National Corp
|
SELL
|
- |
-475- 3.89% |
$281K - $376K
|
11.8K
$9.12M
|
|
Apr 30, 2024
Q1 2024
|
Beam Wealth Advisors, Inc.
|
SELL
|
- |
-475- 35.9% |
$281K - $376K
|
848
$658K
|
|
Apr 12, 2024
Q1 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
SELL
|
- |
-479- 7.92% |
$284K - $380K
|
5.57K
$4.32M
|
|
Apr 15, 2024
Q1 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-479- 11.31% |
$284K - $380K
|
3.76K
$2.92M
|
|
May 13, 2024
Q1 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-482- 3.14% |
$285K - $382K
|
14.9K
$11.5M
|
|
Apr 15, 2024
Q1 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-483- 19.24% |
$286K - $383K
|
2.03K
$1.57M
|
|
Apr 18, 2024
Q1 2024
|
Plimoth Trust CO LLC
|
SELL
|
- |
-484- 6.86% |
$287K - $383K
|
6.57K
$5.1M
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-484- 18.3% |
$287K - $383K
|
2.16K
$1.68M
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
SELL
|
- |
-489- 13.64% |
$290K - $387K
|
3.1K
$2.4M
|
|
May 15, 2024
Q1 2024
|
Oracle Alpha Inc.
Toronto, A6 |
SELL
|
- |
-489- 31.35% |
$290K - $387K
|
1.07K
$832K
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-492- 47.22% |
$291K - $390K
|
550
$427K
|
|
May 13, 2024
Q1 2024
|
Ostrum Asset Management
Paris, I0 |
SELL
|
- |
-493- 4.1% |
$292K - $391K
|
11.5K
$8.95M
|
|
May 03, 2024
Q1 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-495- 9.86% |
$293K - $392K
|
4.53K
$3.51M
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-497- 55.35% |
$294K - $394K
|
401
$311K
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-499- 8.39% |
$296K - $395K
|
5.45K
$4.23M
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
SELL
|
- |
-500- 44.13% |
$296K - $396K
|
633
$491K
|
|
May 02, 2024
Q1 2024
|
Waycross Partners, LLC
Louisville, KY |
SELL
|
- |
-500- 7.69% |
$296K - $396K
|
6K
$4.66M
|
|
May 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-500- 1.67% |
$296K - $396K
|
29.4K
$22.9M
|
|
Apr 24, 2024
Q1 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-502- 9.03% |
$297K - $398K
|
5.06K
$3.93M
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-504- 10.83% |
$298K - $399K
|
4.15K
$3.22M
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-504- 3.51% |
$298K - $399K
|
13.9K
$10.8M
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-505- 2.56% |
$299K - $400K
|
19.2K
$14.9M
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-508- 4.78% |
$301K - $402K
|
10.1K
$7.85M
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-509- 12.17% |
$301K - $403K
|
3.67K
$2.85M
|
|
May 13, 2024
Q1 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-512- 13.55% |
$303K - $406K
|
3.27K
$2.54M
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-515- 34.06% |
$305K - $408K
|
997
$774K
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-517- 12.49% |
$306K - $410K
|
3.62K
$2.81M
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-518- 1.39% |
$307K - $410K
|
36.6K
$28.4M
|