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
|
Gam Holding Ag
|
SELL
|
- |
-698- 4.64% |
$413K - $553K
|
14.3K
$11.6M
|
|
|
Mar 13, 2025
Q1 2024
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
SELL
|
- |
-700- 9.33% |
$415K - $555K
|
6.8K
$5.48M
|
|
|
Apr 10, 2024
Q1 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-703- 22.72% |
$416K - $557K
|
2.39K
$1.93M
|
|
|
May 07, 2024
Q1 2024
|
Optimas Capital LTD
Central, K3 |
SELL
|
- |
-710- 5.21% |
$420K - $563K
|
12.9K
$10.4M
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-713- 38.01% |
$422K - $565K
|
1.16K
$937K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-715- 0.91% |
$423K - $566K
|
78.1K
$62.9M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-722- 3.91% |
$428K - $572K
|
17.8K
$14.3M
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-728- 7.31% |
$431K - $577K
|
9.23K
$7.44M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-740- 33.27% |
$438K - $586K
|
1.48K
$1.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-742- 60.62% |
$439K - $588K
|
482
$388K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-744- 9.66% |
$441K - $589K
|
6.96K
$5.61M
|
|
|
Apr 16, 2024
Q1 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-745- 1.12% |
$441K - $590K
|
65.9K
$53.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-749- 4.4% |
$444K - $593K
|
16.3K
$13.1M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-754- 5.51% |
$447K - $597K
|
12.9K
$10.4M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-762- 6.45% |
$451K - $604K
|
11.1K
$8.9M
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-770- 8.66% |
$456K - $610K
|
8.12K
$6.54M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-770- 18.18% |
$456K - $610K
|
3.47K
$2.79M
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-777- 19.49% |
$460K - $616K
|
3.21K
$2.59M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-784- 5.05% |
$464K - $621K
|
14.7K
$11.9M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-787- 0.17% |
$466K - $624K
|
465K
$375M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-787- 6.84% |
$466K - $624K
|
10.7K
$8.63M
|
|
|
May 15, 2024
Q1 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-793- 64.68% |
$470K - $628K
|
433
$349K
|
|
|
Apr 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-799- 4.53% |
$473K - $633K
|
16.8K
$13.6M
|
|
|
May 01, 2024
Q1 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-803- 3.21% |
$476K - $636K
|
24.2K
$19.5M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-809- 31.58% |
$479K - $641K
|
1.75K
$1.41M
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-814- 61.11% |
$482K - $645K
|
518
$417K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-815- 15.27% |
$483K - $646K
|
4.52K
$3.64M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-817- 2.06% |
$484K - $647K
|
38.8K
$31.3M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-823- 3.37% |
$487K - $652K
|
23.6K
$19M
|
|
|
May 03, 2024
Q1 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-825- 35.36% |
$489K - $654K
|
1.51K
$1.21M
|
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-837- 33.82% |
$496K - $663K
|
1.64K
$1.32M
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-848- 3.16% |
$502K - $672K
|
26K
$20.9M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-850- 17.97% |
$503K - $673K
|
3.88K
$3.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-851- 8.62% |
$504K - $674K
|
9.02K
$7.27M
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-851- 10.16% |
$504K - $674K
|
7.53K
$6.06M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-851- 26.87% |
$504K - $674K
|
2.32K
$1.87M
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-857- 0.29% |
$508K - $679K
|
298K
$240M
|
|
|
Apr 12, 2024
Q1 2024
|
Jacobs & CO
|
SELL
|
- |
-858- 3.67% |
$508K - $680K
|
22.5K
$18.1M
|
|
|
May 08, 2024
Q1 2024
|
Humankind Investments LLC
|
SELL
|
- |
-867- 18.13% |
$513K - $687K
|
3.92K
$3.15M
|
|
|
Feb 13, 2025
Q1 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-868- 34.05% |
$514K - $688K
|
1.68K
$1.35M
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-869- 42.96% |
$515K - $688K
|
1.15K
$929K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-871- 1.49% |
$516K - $690K
|
57.4K
$46.3M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-883- 14.38% |
$523K - $700K
|
5.26K
$4.23M
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-890- 7.21% |
$527K - $705K
|
11.5K
$9.22M
|
|
|
Apr 19, 2024
Q1 2024
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-893- 36.08% |
$529K - $708K
|
1.58K
$1.27M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-893- 0.68% |
$529K - $708K
|
131K
$106M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-899- 7.34% |
$532K - $712K
|
11.4K
$9.14M
|
|
|
May 14, 2024
Q1 2024
|
Sectoral Asset Management Inc
Montreal, A8 |
SELL
|
- |
-900- 3.39% |
$533K - $713K
|
25.7K
$20.7M
|
|
|
May 15, 2024
Q1 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-900- 6.87% |
$533K - $713K
|
12.2K
$9.82M
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-908- 2.01% |
$538K - $719K
|
44.2K
$35.6M
|