Purchases and Sales Made in Q1 2024 in Eli Lilly & CO (LLY)

LLY Quotes by TradingView

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 15, 2024 Q1 2024
Geo Wealth Management, LLC

Chicago, IL
BUY
 -
437
+ 8.87%
$259K - $346K
5.36K $4.35M
May 07, 2024 Q1 2024
Concurrent Investment Advisors, LLC

Tampa, FL
BUY
 -
433
+ 2.92%
$256K - $343K
15.3K $12.4M
May 08, 2024 Q1 2024
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys

Harrisburg, PA
BUY
 -
433
+ 0.25%
$256K - $343K
175K $142M
May 08, 2024 Q1 2024
One Capital Management, LLC

Westlake Village, CA
BUY
 -
433
+ 35.06%
$256K - $343K
1.67K $1.35M
May 09, 2024 Q1 2024
Quest Partners LLC

New York, NY
BUY
 -
433
+ 80.63%
$256K - $343K
970 $787K
Jun 04, 2024 Q1 2024
Tactive Advisors, LLC

Jacksonville, FL
BUY
 -
433
+ 53.99%
$256K - $343K
1.24K $1M
May 07, 2024 Q1 2024
Fiduciary Family Office, LLC

Boca Raton, FL
BUY
 -
432
+ 25.16%
$256K - $342K
2.15K $1.74M
May 10, 2024 Q1 2024
Quadcap Wealth Management, LLC

Frisco, TX
BUY
 -
432
+ 31.3%
$256K - $342K
1.81K $1.47M
May 10, 2024 Q1 2024
Silver Oak Securities, Inc

Jackson, TN
BUY
 -
430
+ 29.84%
$255K - $341K
1.87K $1.52M
May 13, 2024 Q1 2024
Everhart Financial Group, Inc.

BUY
 -
429
+ 11.09%
$254K - $340K
4.3K $3.48M
May 13, 2024 Q1 2024
Weiss Asset Management LP

Boston, MA
BUY
 -
428
New
$253K - $339K
428 $347K
May 07, 2024 Q1 2024
Americana Partners, LLC

Houston, TX
BUY
 -
427
+ 2.9%
$253K - $338K
15.1K $12.3M
May 02, 2024 Q1 2024
Avantax Planning Partners, Inc.

BUY
 -
426
+ 7.0%
$252K - $338K
6.51K $5.28M
Apr 24, 2024 Q1 2024
Root Financial Partners, LLC

Solana Beach, CA
BUY
 -
422
New
$250K - $334K
422 $342K
Apr 12, 2024 Q1 2024
Harbor Investment Advisory, LLC

BUY
 -
421
+ 4.24%
$249K - $334K
10.3K $8.39M
May 15, 2024 Q1 2024
Sentinus, LLC

Oak Brook, IL
BUY
 -
421
New
$249K - $334K
421 $341K
Apr 17, 2024 Q1 2024
Ayrshire Capital Management LLC

BUY
 -
420
+ 6.77%
$249K - $333K
6.63K $5.37M
May 07, 2024 Q1 2024
Moss Adams Wealth Advisors LLC

Seattle, WA
BUY
 -
420
+ 33.36%
$249K - $333K
1.68K $1.36M
Jun 11, 2024 Q1 2024
Ever Source Wealth Advisors, LLC

BUY
 -
420
+ 13.6%
$249K - $333K
3.51K $2.85M
May 10, 2024 Q1 2024
Ullmann Wealth Partners Group, LLC

BUY
 -
418
New
$248K - $331K
418 $339K
Apr 12, 2024 Q1 2024
Dynamic Advisor Solutions LLC

BUY
 -
417
+ 2.79%
$247K - $330K
15.4K $12.5M
Apr 29, 2024 Q1 2024
Schaper Benz & Wise Investment Counsel Inc

BUY
 -
417
New
$247K - $330K
417 $338K
May 13, 2024 Q1 2024
Raleigh Capital Management Inc.

Cary, NC
BUY
 -
416
+ 82.21%
$246K - $330K
922 $748K
May 07, 2024 Q1 2024
Cypress Point Wealth Management, LLC

Dallas, TX
BUY
 -
412
New
$244K - $326K
412 $334K
Apr 18, 2024 Q1 2024
Well Done, LLC

BUY
 -
411
New
$243K - $326K
411 $333K
Apr 18, 2024 Q1 2024
Iams Wealth Management, LLC

Omaha, NE
BUY
 -
410
New
$243K - $325K
410 $333K
Apr 23, 2024 Q1 2024
Triad Wealth Partners, LLC

Lawrence, KS
BUY
 -
409
New
$242K - $324K
409 $332K
Apr 16, 2024 Q1 2024
Norris Perne & French LLP

Grand Rapids, MI
BUY
 -
408
New
$242K - $323K
408 $331K
May 15, 2024 Q1 2024
Green Square Capital Advisors LLC

BUY
 -
407
+ 104.9%
$241K - $322K
795 $645K
May 15, 2024 Q1 2024
Lowe Brockenbrough & CO Inc

BUY
 -
407
+ 6.04%
$241K - $322K
7.15K $5.8M
Apr 30, 2024 Q1 2024
Copperwynd Financial, LLC

BUY
 -
405
+ 12.16%
$240K - $321K
3.74K $3.03M
May 03, 2024 Q1 2024
Ria Advisory Group LLC

Ames, IA
BUY
 -
405
New
$240K - $321K
405 $328K
Apr 09, 2024 Q1 2024
Rise Advisors, LLC

BUY
 -
402
+ 112.29%
$238K - $318K
760 $616K
May 01, 2024 Q1 2024
Paces Ferry Wealth Advisors, LLC

BUY
 -
401
New
$237K - $318K
401 $325K
Apr 18, 2024 Q1 2024
Iyo Bank, Ltd.

BUY
 -
400
New
$237K - $317K
400 $324K
Apr 26, 2024 Q1 2024
Guardian Financial Partners, LLC

BUY
 -
400
+ 66.78%
$237K - $317K
999 $810K
May 01, 2024 Q1 2024
Harbor Advisors LLC

BUY
 -
400
+ 80.0%
$237K - $317K
900 $730K
Apr 17, 2024 Q1 2024
Trilogy Capital Inc.

BUY
 -
396
New
$235K - $314K
396 $321K
Apr 18, 2024 Q1 2024
Bill Few Associates, Inc.

BUY
 -
392
+ 18.56%
$232K - $311K
2.5K $2.03M
May 01, 2024 Q1 2024
Wellspring Financial Advisors, LLC

Cleveland, OH
BUY
 -
392
New
$232K - $311K
392 $318K
Apr 19, 2024 Q1 2024
Leeward Financial Partners, LLC

BUY
 -
391
New
$232K - $310K
391 $317K
May 07, 2024 Q1 2024
Silver Oak Wealth Management LLC

Edina, MN
BUY
 -
391
New
$232K - $310K
391 $317K
Apr 15, 2024 Q1 2024
Jessup Wealth Management, Inc

Dayton, OH
BUY
 -
390
New
$231K - $309K
390 $316K
May 14, 2024 Q1 2024
Sompo Asset Management Co., Ltd.

Tokyo, M0
BUY
 -
390
+ 10.37%
$231K - $309K
4.15K $3.37M
May 03, 2024 Q1 2024
Clarity Capital Partners LLC

Newport Beach, CA
BUY
 -
389
New
$230K - $308K
389 $316K
May 06, 2024 Q1 2024
Skopos Labs, Inc.

Riverhead, NY
BUY
 -
387
+ 7.98%
$229K - $307K
5.24K $4.25M
May 10, 2024 Q1 2024
Nwk Group, Inc.

San Francisco, CA
BUY
 -
384
+ 2.45%
$227K - $304K
16.1K $13M
Apr 19, 2024 Q1 2024
Whelan Financial

BUY
 -
381
New
$226K - $302K
381 $309K
May 08, 2024 Q1 2024
Eagle Bay Advisors LLC

New York, NY
BUY
 -
380
+ 69.85%
$225K - $301K
924 $749K

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