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 10, 2024
Q1 2024
|
Bcs Wealth Management
|
BUY
|
- |
513+ 12.96% |
$304K - $406K
|
4.47K
$3.63M
|
|
|
May 01, 2024
Q1 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
511+ 25.18% |
$303K - $405K
|
2.54K
$2.06M
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
508+ 3.46% |
$301K - $402K
|
15.2K
$12.3M
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
508+ 3.91% |
$301K - $402K
|
13.5K
$10.9M
|
|
|
Apr 10, 2024
Q1 2024
|
Us Asset Management LLC
Pittsburgh, PA |
BUY
|
- |
502+ 31.53% |
$297K - $398K
|
2.09K
$1.7M
|
|
|
Apr 12, 2024
Q1 2024
|
Chicago Trust CO Na
|
BUY
|
- |
500+ 8.74% |
$296K - $396K
|
6.22K
$5.05M
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
500+ 5.55% |
$296K - $396K
|
9.51K
$7.71M
|
|
|
Jul 31, 2024
Q1 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
500New |
$296K - $396K
|
500
$406K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
499+ 10.38% |
$296K - $395K
|
5.31K
$4.3M
|
|
|
May 15, 2024
Q1 2024
|
Qvr LLC
|
BUY
|
- |
499New |
$296K - $395K
|
499
$405K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
498+ 128.68% |
$295K - $395K
|
885
$718K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
496+ 13.38% |
$294K - $393K
|
4.2K
$3.41M
|
|
|
May 08, 2024
Q1 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
496+ 25.55% |
$294K - $393K
|
2.44K
$1.98M
|
|
|
May 10, 2024
Q1 2024
|
Financial Advisory Group
Houston, TX |
BUY
|
- |
495+ 44.04% |
$293K - $392K
|
1.62K
$1.31M
|
|
|
Apr 15, 2024
Q1 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
493New |
$292K - $391K
|
493
$400K
|
|
|
Apr 17, 2024
Q1 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
492+ 4.9% |
$291K - $390K
|
10.5K
$8.55M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
492+ 15.37% |
$291K - $390K
|
3.69K
$3M
|
|
|
May 08, 2024
Q1 2024
|
Advisor Os, LLC
|
BUY
|
- |
492+ 12.18% |
$291K - $390K
|
4.53K
$3.68M
|
|
|
May 15, 2024
Q1 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
491New |
$291K - $389K
|
491
$398K
|
|
|
Apr 18, 2024
Q1 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
490+ 38.89% |
$290K - $388K
|
1.75K
$1.42M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
486+ 19.39% |
$288K - $385K
|
2.99K
$2.43M
|
|
|
Apr 11, 2024
Q1 2024
|
David J Yvars Group
|
BUY
|
- |
485+ 53.53% |
$287K - $384K
|
1.39K
$1.13M
|
|
|
May 15, 2024
Q1 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
484+ 15.15% |
$287K - $383K
|
3.68K
$2.98M
|
|
|
Apr 23, 2024
Q1 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
480+ 72.84% |
$284K - $380K
|
1.14K
$924K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
480+ 20.2% |
$284K - $380K
|
2.86K
$2.32M
|
|
|
Apr 23, 2024
Q1 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
478+ 37.64% |
$283K - $379K
|
1.75K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
471New |
$279K - $373K
|
471
$382K
|
|
|
May 13, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
469New |
$278K - $372K
|
469
$380K
|
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
467+ 62.43% |
$277K - $370K
|
1.22K
$985K
|
|
|
Apr 29, 2024
Q1 2024
|
Capital Advisors Inc
|
BUY
|
- |
466+ 11.79% |
$276K - $369K
|
4.42K
$3.58M
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
465+ 7.08% |
$275K - $368K
|
7.04K
$5.71M
|
|
|
May 14, 2024
Q1 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
464New |
$275K - $368K
|
464
$376K
|
|
|
May 14, 2024
Q1 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
463+ 4.47% |
$274K - $367K
|
10.8K
$8.77M
|
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
BUY
|
- |
461New |
$273K - $365K
|
461
$374K
|
|
|
May 03, 2024
Q1 2024
|
Riverpark Capital Management LLC
New York, NY |
BUY
|
- |
459+ 26.66% |
$272K - $364K
|
2.18K
$1.77M
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
456+ 15200.0% |
$270K - $361K
|
459
$372K
|
|
|
May 15, 2024
Q1 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
450New |
$266K - $357K
|
450
$365K
|
|
|
Apr 24, 2024
Q1 2024
|
Elite Wealth Management, Inc.
|
BUY
|
- |
449New |
$266K - $356K
|
449
$364K
|
|
|
Apr 30, 2024
Q1 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
449+ 33.06% |
$266K - $356K
|
1.81K
$1.47M
|
|
|
May 15, 2024
Q1 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
449New |
$266K - $356K
|
449
$364K
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
448+ 4.41% |
$265K - $355K
|
10.6K
$8.61M
|
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
447+ 37.47% |
$265K - $354K
|
1.64K
$1.33M
|
|
|
May 03, 2024
Q1 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
447+ 32.41% |
$265K - $354K
|
1.83K
$1.48M
|
|
|
May 15, 2024
Q1 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
447New |
$265K - $354K
|
447
$363K
|
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
446New |
$264K - $353K
|
446
$362K
|
|
|
Apr 19, 2024
Q1 2024
|
Lake Street Financial LLC
|
BUY
|
- |
440+ 5.69% |
$261K - $349K
|
8.18K
$6.63M
|
|
|
May 08, 2024
Q1 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
440+ 7.72% |
$261K - $349K
|
6.14K
$4.98M
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
438+ 1.35% |
$259K - $347K
|
33K
$26.7M
|
|
|
Apr 17, 2024
Q1 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
437New |
$259K - $346K
|
437
$354K
|
|
|
May 06, 2024
Q1 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
437New |
$259K - $346K
|
437
$354K
|