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
|
Portfolio Design Labs, LLC
Encino, CA |
SELL
|
- |
-1.11K- 13.07% |
$658K - $880K
|
7.39K
$5.54M
|
|
May 15, 2024
Q1 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-1.12K- 11.4% |
$663K - $887K
|
8.7K
$6.53M
|
|
Apr 16, 2024
Q1 2024
|
Traveka Wealth, LLC
San Jose, CA |
SELL
|
- |
-1.14K- 27.34% |
$677K - $906K
|
3.04K
$2.28M
|
|
May 01, 2024
Q1 2024
|
Jag Capital Management, LLC
|
SELL
|
- |
-1.15K- 4.15% |
$678K - $907K
|
26.4K
$19.8M
|
|
May 09, 2024
Q1 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-1.15K- 14.7% |
$681K - $911K
|
6.68K
$5.01M
|
|
May 07, 2024
Q1 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-1.17K- 11.32% |
$691K - $925K
|
9.14K
$6.85M
|
|
Apr 19, 2024
Q1 2024
|
Nat West Group PLC
|
SELL
|
- |
-1.17K- 7.8% |
$693K - $928K
|
13.8K
$10.4M
|
|
May 09, 2024
Q1 2024
|
Cumberland Partners LTD
Toronto, A6 |
SELL
|
- |
-1.19K- 14.87% |
$706K - $945K
|
6.83K
$5.12M
|
|
May 09, 2024
Q1 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
SELL
|
- |
-1.2K- 1.61% |
$711K - $951K
|
73.3K
$55M
|
|
Apr 29, 2024
Q1 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
SELL
|
- |
-1.21K- 2.74% |
$714K - $955K
|
42.7K
$32M
|
|
Apr 24, 2024
Q1 2024
|
Family Legacy, Inc.
|
SELL
|
- |
-1.24K- 12.79% |
$735K - $983K
|
8.46K
$6.34M
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-1.25K- 4.29% |
$737K - $986K
|
27.8K
$20.8M
|
|
May 06, 2024
Q1 2024
|
Brooktree Capital Management
|
SELL
|
- |
-1.26K- 17.73% |
$744K - $996K
|
5.83K
$4.37M
|
|
May 13, 2024
Q1 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
SELL
|
- |
-1.26K- 29.18% |
$744K - $996K
|
3.05K
$2.29M
|
|
Apr 25, 2024
Q1 2024
|
Marietta Wealth Management, LLC
|
SELL
|
- |
-1.27K- 8.51% |
$752K - $1.01M
|
13.7K
$10.2M
|
|
Apr 17, 2024
Q1 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-1.28K- 29.25% |
$755K - $1.01M
|
3.08K
$2.31M
|
|
May 15, 2024
Q1 2024
|
Shelton Capital Management
Denver, CO |
SELL
|
- |
-1.3K- 5.59% |
$770K - $1.03M
|
22K
$16.5M
|
|
May 22, 2024
Q1 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-1.31K- 12.86% |
$777K - $1.04M
|
8.89K
$6.67M
|
|
May 15, 2024
Q1 2024
|
Centiva Capital, LP
New York, NY |
SELL
|
- |
-1.32K- 41.47% |
$779K - $1.04M
|
1.86K
$1.39M
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.33K- 18.21% |
$786K - $1.05M
|
5.96K
$4.47M
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.35K- 5.9% |
$797K - $1.07M
|
21.5K
$16.1M
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.35K- 7.12% |
$801K - $1.07M
|
17.6K
$13.2M
|
|
May 08, 2024
Q1 2024
|
Gouws Capital LLC
|
SELL
|
- |
-1.36K- 6.88% |
$802K - $1.07M
|
18.3K
$13.8M
|
|
Apr 25, 2024
Q1 2024
|
Ti Trust, Inc
|
SELL
|
- |
-1.36K- 35.77% |
$803K - $1.07M
|
2.44K
$1.83M
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.37K- 50.13% |
$812K - $1.09M
|
1.37K
$1.02M
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-1.38K- 49.66% |
$817K - $1.09M
|
1.4K
$1.05M
|
|
Apr 12, 2024
Q1 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-1.39K- 33.01% |
$820K - $1.1M
|
2.81K
$2.11M
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-1.39K- 5.62% |
$823K - $1.1M
|
23.3K
$17.5M
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.39K- 18.39% |
$824K - $1.1M
|
6.17K
$4.63M
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.44K- 14.39% |
$851K - $1.14M
|
8.55K
$6.41M
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.46K- 13.68% |
$862K - $1.15M
|
9.18K
$6.89M
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-1.47K- 65.8% |
$873K - $1.17M
|
766
$574K
|
|
Apr 25, 2024
Q1 2024
|
Alta Capital Management LLC
|
SELL
|
- |
-1.5K- 60.0% |
$888K - $1.19M
|
1K
$750K
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-1.51K- 12.49% |
$894K - $1.2M
|
10.6K
$7.94M
|
|
May 16, 2024
Q1 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-1.53K- 28.52% |
$906K - $1.21M
|
3.84K
$2.88M
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.55K- 56.41% |
$917K - $1.23M
|
1.2K
$897K
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.61K- 2.0% |
$955K - $1.28M
|
79.1K
$59.3M
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-1.61K- 5.55% |
$955K - $1.28M
|
27.5K
$20.6M
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.65K- 12.65% |
$975K - $1.3M
|
11.4K
$8.52M
|
|
Aug 07, 2024
Q1 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-1.65K- 11.06% |
$975K - $1.3M
|
13.2K
$9.93M
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.65K- 4.34% |
$979K - $1.31M
|
36.4K
$27.3M
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.66K- 12.16% |
$982K - $1.31M
|
12K
$8.99M
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-1.69K- 14.36% |
$1M - $1.34M
|
10.1K
$7.57M
|
|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-1.7K- 3.86% |
$1.01M - $1.35M
|
42.3K
$31.7M
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.73K- 16.54% |
$1.02M - $1.37M
|
8.72K
$6.54M
|
|
May 15, 2024
Q1 2024
|
Wafra Inc.
New York, NY |
SELL
|
- |
-1.73K- 2.62% |
$1.02M - $1.37M
|
64.3K
$48.2M
|
|
May 15, 2024
Q1 2024
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-1.75K- 59.42% |
$1.04M - $1.39M
|
1.2K
$898K
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.76K- 1.82% |
$1.04M - $1.39M
|
94.8K
$71.1M
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.78K- 1.6% |
$1.05M - $1.41M
|
109K
$81.8M
|
|
Apr 12, 2024
Q1 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-1.78K- 11.57% |
$1.05M - $1.41M
|
13.6K
$10.2M
|