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 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
379+ 2.83% |
$224K - $300K
|
13.8K
$11.2M
|
|
|
Apr 10, 2024
Q1 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
378+ 32.09% |
$224K - $299K
|
1.56K
$1.26M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
378+ 1.22% |
$224K - $299K
|
31.5K
$25.5M
|
|
|
May 15, 2024
Q1 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
378New |
$224K - $299K
|
378
$307K
|
|
|
Apr 30, 2024
Q1 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
377New |
$223K - $299K
|
377
$306K
|
|
|
Apr 16, 2024
Q1 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
375+ 21.1% |
$222K - $297K
|
2.15K
$1.75M
|
|
|
May 06, 2024
Q1 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
374+ 44.58% |
$221K - $296K
|
1.21K
$984K
|
|
|
Apr 09, 2024
Q1 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
373+ 1.43% |
$221K - $296K
|
26.4K
$21.4M
|
|
|
Apr 24, 2024
Q1 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
369New |
$219K - $292K
|
369
$299K
|
|
|
May 10, 2024
Q1 2024
|
Coordinated Financial Services, Inc./Co
Denver, CO |
BUY
|
- |
366New |
$217K - $290K
|
366
$297K
|
|
|
Apr 17, 2024
Q1 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
364+ 18.55% |
$216K - $288K
|
2.33K
$1.89M
|
|
|
Apr 19, 2024
Q1 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
363+ 0.55% |
$215K - $288K
|
66.2K
$53.7M
|
|
|
May 10, 2024
Q1 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
362New |
$214K - $287K
|
362
$294K
|
|
|
May 14, 2024
Q1 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
362+ 3.36% |
$214K - $287K
|
11.2K
$9.04M
|
|
|
May 15, 2024
Q1 2024
|
Diametric Capital, LP
Boston, MA |
BUY
|
- |
362+ 43.46% |
$214K - $287K
|
1.2K
$969K
|
|
|
Apr 15, 2024
Q1 2024
|
Thrive Wealth Management, LLC
|
BUY
|
- |
361+ 30.26% |
$214K - $286K
|
1.55K
$1.26M
|
|
|
Apr 23, 2024
Q1 2024
|
Mason & Associates Inc
|
BUY
|
- |
361New |
$214K - $286K
|
361
$293K
|
|
|
May 10, 2024
Q1 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
361+ 5.2% |
$214K - $286K
|
7.3K
$5.92M
|
|
|
May 09, 2024
Q1 2024
|
Wrapmanager Inc
|
BUY
|
- |
357+ 19.08% |
$211K - $283K
|
2.23K
$1.81M
|
|
|
May 08, 2024
Q1 2024
|
Fund Evaluation Group, LLC
Cincinnati, OH |
BUY
|
- |
353New |
$209K - $280K
|
353
$286K
|
|
|
May 15, 2024
Q1 2024
|
Fairview Capital Investment Management, LLC
Greenbrae, CA |
BUY
|
- |
353New |
$209K - $280K
|
353
$286K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
352+ 11.95% |
$208K - $279K
|
3.3K
$2.67M
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
352+ 14.93% |
$208K - $279K
|
2.71K
$2.2M
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
352+ 76.52% |
$208K - $279K
|
812
$659K
|
|
|
Apr 22, 2024
Q1 2024
|
Harbour Trust & Investment Management CO
Michigan City, IN |
BUY
|
- |
351+ 6.72% |
$208K - $278K
|
5.57K
$4.52M
|
|
|
May 07, 2024
Q1 2024
|
Keudell
|
BUY
|
- |
349+ 7.57% |
$207K - $277K
|
4.96K
$4.02M
|
|
|
May 07, 2024
Q1 2024
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
348+ 0.31% |
$206K - $276K
|
114K
$92.8M
|
|
|
Apr 15, 2024
Q1 2024
|
Richelieu Gestion PLC
|
BUY
|
- |
347+ 59.62% |
$205K - $275K
|
929
$753K
|
|
|
May 13, 2024
Q1 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
347+ 25.95% |
$205K - $275K
|
1.68K
$1.37M
|
|
|
Apr 02, 2024
Q1 2024
|
Modus Advisors, LLC
|
BUY
|
- |
344New |
$204K - $273K
|
344
$279K
|
|
|
May 13, 2024
Q1 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
344+ 33.27% |
$204K - $273K
|
1.38K
$1.12M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Capital Wealth Advisors
Henderson, NV |
BUY
|
- |
341New |
$202K - $270K
|
341
$277K
|
|
|
May 06, 2024
Q1 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
341New |
$202K - $270K
|
341
$277K
|
|
|
May 17, 2024
Q1 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
340+ 0.87% |
$201K - $269K
|
39.6K
$32.1M
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
340New |
$201K - $269K
|
340
$276K
|
|
|
May 15, 2024
Q1 2024
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
339+ 59.47% |
$201K - $269K
|
909
$737K
|
|
|
May 29, 2024
Q1 2024
|
Instrumental Wealth, LLC
Tampa, FL |
BUY
|
- |
339New |
$201K - $269K
|
339
$275K
|
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
BUY
|
- |
338New |
$200K - $268K
|
338
$274K
|
|
|
Apr 30, 2024
Q1 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
338New |
$200K - $268K
|
338
$274K
|
|
|
Apr 12, 2024
Q1 2024
|
Capital Planning LLC
|
BUY
|
- |
337New |
$200K - $267K
|
337
$273K
|
|
|
Apr 30, 2024
Q1 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
337New |
$200K - $267K
|
337
$273K
|
|
|
May 06, 2024
Q1 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
337+ 11.9% |
$200K - $267K
|
3.17K
$2.57M
|
|
|
Apr 18, 2024
Q1 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
335New |
$198K - $265K
|
335
$272K
|
|
|
May 03, 2024
Q1 2024
|
Sabal Trust CO
|
BUY
|
- |
335+ 6.6% |
$198K - $265K
|
5.41K
$4.39M
|
|
|
May 09, 2024
Q1 2024
|
Trillium Asset Management, LLC
Boston, MA |
BUY
|
- |
335New |
$198K - $265K
|
335
$272K
|
|
|
Apr 11, 2024
Q1 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
334New |
$198K - $265K
|
334
$271K
|
|
|
May 06, 2024
Q1 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
334New |
$198K - $265K
|
334
$271K
|
|
|
Apr 19, 2024
Q1 2024
|
Strategic Advisors LLC
|
BUY
|
- |
333+ 27.12% |
$197K - $264K
|
1.56K
$1.27M
|
|
|
May 08, 2024
Q1 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
332New |
$197K - $263K
|
332
$269K
|
|
|
Apr 11, 2024
Q1 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
331New |
$196K - $262K
|
331
$268K
|