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 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-1.33K- 18.21% |
$786K - $1.05M
|
5.96K
$4.5M
|
|
|
May 01, 2024
Q1 2024
|
Globalt Investments LLC / Ga
Atlanta, GA |
SELL
|
- |
-1.35K- 5.9% |
$797K - $1.07M
|
21.5K
$16.2M
|
|
|
May 14, 2024
Q1 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.35K- 7.12% |
$801K - $1.07M
|
17.6K
$13.3M
|
|
|
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
$1.84M
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.37K- 50.13% |
$812K - $1.09M
|
1.37K
$1.03M
|
|
|
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
$2.12M
|
|
|
May 15, 2024
Q1 2024
|
Rice Partnership, LLC
|
SELL
|
- |
-1.39K- 5.62% |
$823K - $1.1M
|
23.3K
$17.6M
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-1.39K- 18.39% |
$824K - $1.1M
|
6.17K
$4.66M
|
|
|
May 08, 2024
Q1 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-1.44K- 14.39% |
$851K - $1.14M
|
8.55K
$6.45M
|
|
|
May 03, 2024
Q1 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.46K- 13.68% |
$862K - $1.15M
|
9.18K
$6.93M
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-1.47K- 65.8% |
$873K - $1.17M
|
766
$578K
|
|
|
Apr 25, 2024
Q1 2024
|
Alta Capital Management LLC
|
SELL
|
- |
-1.5K- 60.0% |
$888K - $1.19M
|
1K
$754K
|
|
|
Apr 10, 2024
Q1 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-1.51K- 12.49% |
$894K - $1.2M
|
10.6K
$7.98M
|
|
|
May 16, 2024
Q1 2024
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-1.53K- 28.52% |
$906K - $1.21M
|
3.84K
$2.89M
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-1.55K- 56.41% |
$917K - $1.23M
|
1.2K
$902K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-1.61K- 2.0% |
$955K - $1.28M
|
79.1K
$59.6M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
SELL
|
- |
-1.61K- 5.55% |
$955K - $1.28M
|
27.5K
$20.7M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.65K- 12.65% |
$975K - $1.3M
|
11.4K
$8.57M
|
|
|
Aug 07, 2024
Q1 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-1.65K- 11.06% |
$975K - $1.3M
|
13.2K
$9.99M
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.65K- 4.34% |
$979K - $1.31M
|
36.4K
$27.5M
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-1.66K- 12.16% |
$982K - $1.31M
|
12K
$9.04M
|
|
|
Apr 29, 2024
Q1 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-1.69K- 14.36% |
$1M - $1.34M
|
10.1K
$7.62M
|
|
|
May 10, 2024
Q1 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
SELL
|
- |
-1.7K- 3.86% |
$1.01M - $1.35M
|
42.3K
$31.9M
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.73K- 16.54% |
$1.02M - $1.37M
|
8.72K
$6.58M
|
|
|
May 15, 2024
Q1 2024
|
Wafra Inc.
New York, NY |
SELL
|
- |
-1.73K- 2.62% |
$1.02M - $1.37M
|
64.3K
$48.5M
|
|
|
May 15, 2024
Q1 2024
|
Lavaca Capital LLC
Houston, TX |
SELL
|
- |
-1.75K- 59.42% |
$1.04M - $1.39M
|
1.2K
$904K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-1.76K- 1.82% |
$1.04M - $1.39M
|
94.8K
$71.5M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Of America Capital Management LLC
New York, NY |
SELL
|
- |
-1.78K- 1.6% |
$1.05M - $1.41M
|
109K
$82.3M
|
|
|
Apr 12, 2024
Q1 2024
|
Cmh Wealth Management LLC
|
SELL
|
- |
-1.78K- 11.57% |
$1.05M - $1.41M
|
13.6K
$10.2M
|
|
|
May 13, 2024
Q1 2024
|
Roi Financial Advisors, LLC
Beaverton, OR |
SELL
|
- |
-1.79K- 11.38% |
$1.06M - $1.42M
|
14K
$10.5M
|
|
|
Apr 23, 2024
Q1 2024
|
Louisiana State Employees Retirement System
|
SELL
|
- |
-1.8K- 3.73% |
$1.07M - $1.43M
|
46.4K
$35M
|
|
|
Apr 16, 2024
Q1 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
SELL
|
- |
-1.8K- 7.74% |
$1.07M - $1.43M
|
21.5K
$16.2M
|
|
|
Apr 19, 2024
Q1 2024
|
Advisor Resource Council
|
SELL
|
- |
-1.83K- 66.79% |
$1.08M - $1.45M
|
910
$686K
|
|
|
May 07, 2024
Q1 2024
|
Bank Pictet & Cie (Asia) LTD
|
SELL
|
- |
-1.87K- 56.76% |
$1.11M - $1.48M
|
1.42K
$1.07M
|
|
|
May 13, 2024
Q1 2024
|
Sawgrass Asset Management LLC
|
SELL
|
- |
-1.88K- 6.86% |
$1.11M - $1.49M
|
25.4K
$19.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-1.88K- 7.71% |
$1.12M - $1.49M
|
22.6K
$17M
|
|
|
May 02, 2024
Q1 2024
|
Smith, Salley & Associates
|
SELL
|
- |
-1.89K- 59.36% |
$1.12M - $1.5M
|
1.29K
$975K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-1.89K- 55.93% |
$1.12M - $1.5M
|
1.49K
$1.12M
|
|
|
Apr 04, 2025
Q1 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
SELL
|
- |
-1.9K- 81.8% |
$1.12M - $1.5M
|
422
$318K
|
|
|
May 10, 2024
Q1 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-1.92K- 32.48% |
$1.14M - $1.52M
|
3.99K
$3.01M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.92K- 2.1% |
$1.14M - $1.52M
|
89.4K
$67.5M
|
|
|
May 13, 2024
Q1 2024
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
SELL
|
- |
-1.93K- 0.56% |
$1.14M - $1.53M
|
345K
$260M
|
|
|
May 09, 2024
Q1 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
SELL
|
- |
-1.96K- 5.37% |
$1.16M - $1.55M
|
34.5K
$26M
|
|
|
May 09, 2024
Q1 2024
|
Tcw Group Inc
|
SELL
|
- |
-1.98K- 14.79% |
$1.17M - $1.57M
|
11.4K
$8.59M
|
|
|
May 14, 2024
Q1 2024
|
Washington Trust Bank
|
SELL
|
- |
-2K- 20.75% |
$1.18M - $1.59M
|
7.64K
$5.77M
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.03K- 4.95% |
$1.2M - $1.61M
|
39K
$29.4M
|
|
|
Apr 03, 2024
Q1 2024
|
Timber Creek Capital Management LLC
|
SELL
|
- |
-2.04K- 13.98% |
$1.21M - $1.62M
|
12.6K
$9.47M
|
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-2.07K- 22.81% |
$1.22M - $1.64M
|
6.99K
$5.28M
|