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 13, 2024
Q1 2024
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-500- 1.67% |
$296K - $396K
|
29.4K
$22.1M
|
|
|
Apr 24, 2024
Q1 2024
|
Freedom Day Solutions, LLC
|
SELL
|
- |
-502- 9.03% |
$297K - $398K
|
5.06K
$3.79M
|
|
|
Apr 19, 2024
Q1 2024
|
Oak Harvest Investment Services
|
SELL
|
- |
-504- 10.83% |
$298K - $399K
|
4.15K
$3.11M
|
|
|
May 09, 2024
Q1 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-504- 3.51% |
$298K - $399K
|
13.9K
$10.4M
|
|
|
May 14, 2024
Q1 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-505- 2.56% |
$299K - $400K
|
19.2K
$14.4M
|
|
|
Apr 16, 2024
Q1 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-508- 4.78% |
$301K - $402K
|
10.1K
$7.58M
|
|
|
May 07, 2024
Q1 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-509- 12.17% |
$301K - $403K
|
3.67K
$2.75M
|
|
|
May 13, 2024
Q1 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
SELL
|
- |
-512- 13.55% |
$303K - $406K
|
3.27K
$2.45M
|
|
|
Apr 18, 2024
Q1 2024
|
Measured Wealth Private Client Group, LLC
|
SELL
|
- |
-515- 34.06% |
$305K - $408K
|
997
$748K
|
|
|
May 09, 2024
Q1 2024
|
Baker Tilly Wealth Management, LLC
|
SELL
|
- |
-517- 12.49% |
$306K - $410K
|
3.62K
$2.72M
|
|
|
May 22, 2024
Q1 2024
|
Burney CO
Reston, VA |
SELL
|
- |
-518- 1.39% |
$307K - $410K
|
36.6K
$27.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-519- 1.94% |
$307K - $411K
|
26.2K
$19.7M
|
|
|
May 03, 2024
Q1 2024
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-519- 5.12% |
$307K - $411K
|
9.62K
$7.21M
|
|
|
May 01, 2024
Q1 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-524- 7.2% |
$310K - $415K
|
6.76K
$5.07M
|
|
|
May 15, 2024
Q1 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
SELL
|
- |
-525- 20.29% |
$311K - $416K
|
2.06K
$1.55M
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-527- 2.71% |
$312K - $418K
|
18.9K
$14.2M
|
|
|
May 13, 2024
Q1 2024
|
Bell & Brown Wealth Advisors, LLC
|
SELL
|
- |
-527- 3.31% |
$312K - $418K
|
15.4K
$11.6M
|
|
|
May 15, 2024
Q1 2024
|
Slagle Financial, LLC
Edwardsville, IL |
SELL
|
- |
-527- 59.21% |
$312K - $418K
|
363
$272K
|
|
|
Apr 16, 2024
Q1 2024
|
Norway Savings Bank
|
SELL
|
- |
-530- 8.89% |
$314K - $420K
|
5.43K
$4.07M
|
|
|
Oct 22, 2024
Q1 2024
|
Callan Capital, LLC
La Jolla, CA |
SELL
|
- |
-536- 13.59% |
$317K - $425K
|
3.41K
$2.55M
|
|
|
May 14, 2024
Q1 2024
|
Estabrook Capital Management
New York, NY |
SELL
|
- |
-538- 7.02% |
$319K - $426K
|
7.13K
$5.35M
|
|
|
May 15, 2024
Q1 2024
|
Crawford Investment Counsel Inc
Atlanta, GA |
SELL
|
- |
-540- 6.48% |
$320K - $428K
|
7.8K
$5.85M
|
|
|
Apr 10, 2024
Q1 2024
|
Buckingham Capital Management, Inc.
|
SELL
|
- |
-541- 4.8% |
$320K - $429K
|
10.7K
$8.05M
|
|
|
Apr 15, 2024
Q1 2024
|
Cardinal Capital Management
|
SELL
|
- |
-542- 1.57% |
$321K - $429K
|
33.9K
$25.4M
|
|
|
Jul 12, 2024
Q1 2024
|
Cardinal Capital Management
|
SELL
|
- |
-542- 1.57% |
$321K - $429K
|
33.9K
$25.4M
|
|
|
May 06, 2024
Q1 2024
|
Old Second National Bank Of Aurora
|
SELL
|
- |
-544- 5.85% |
$322K - $431K
|
8.76K
$6.57M
|
|
|
Apr 26, 2024
Q1 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-549- 48.2% |
$325K - $435K
|
590
$442K
|
|
|
Apr 16, 2024
Q1 2024
|
New England Research & Management, Inc.
|
SELL
|
- |
-554- 20.26% |
$328K - $439K
|
2.18K
$1.64M
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-560- 0.52% |
$332K - $444K
|
106K
$79.6M
|
|
|
May 03, 2024
Q1 2024
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-563- 1.83% |
$333K - $446K
|
30.3K
$22.7M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-566- 8.53% |
$335K - $448K
|
6.07K
$4.55M
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-568- 12.07% |
$336K - $450K
|
4.14K
$3.1M
|
|
|
May 08, 2024
Q1 2024
|
Unigestion Holding Sa
|
SELL
|
- |
-579- 26.14% |
$343K - $459K
|
1.64K
$1.23M
|
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
SELL
|
- |
-586- 0.26% |
$347K - $464K
|
226K
$169M
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-588- 15.86% |
$348K - $466K
|
3.12K
$2.34M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-589- 5.3% |
$349K - $467K
|
10.5K
$7.89M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-589- 1.27% |
$349K - $467K
|
45.6K
$34.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-590- 8.39% |
$349K - $467K
|
6.44K
$4.83M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-600- 16.1% |
$355K - $475K
|
3.13K
$2.34M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-605- 25.45% |
$358K - $479K
|
1.77K
$1.33M
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-612- 19.34% |
$362K - $485K
|
2.55K
$1.91M
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-612- 1.65% |
$362K - $485K
|
36.5K
$27.4M
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-613- 27.56% |
$363K - $486K
|
1.61K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-613- 12.83% |
$363K - $486K
|
4.17K
$3.12M
|
|
|
May 03, 2024
Q1 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-623- 66.35% |
$369K - $494K
|
316
$237K
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-625- 59.81% |
$370K - $495K
|
420
$315K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-629- 10.02% |
$372K - $498K
|
5.65K
$4.24M
|
|
|
Apr 26, 2024
Q1 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-638- 44.37% |
$378K - $505K
|
800
$600K
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-638- 41.35% |
$378K - $505K
|
905
$679K
|
|
|
May 14, 2024
Q1 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-640- 61.9% |
$379K - $507K
|
394
$295K
|