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 01, 2024
Q1 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
149+ 4.76% |
$88.2K - $118K
|
3.28K
$2.88M
|
|
|
May 15, 2024
Q1 2024
|
Future Fund LLC
Chicago, IL |
BUY
|
- |
148+ 20.73% |
$87.6K - $117K
|
862
$757K
|
|
|
Apr 22, 2024
Q1 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
146+ 10.4% |
$86.5K - $116K
|
1.55K
$1.36M
|
|
|
May 03, 2024
Q1 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
146New |
$86.5K - $116K
|
146
$128K
|
|
|
Apr 16, 2024
Q1 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
145+ 5.35% |
$85.9K - $115K
|
2.86K
$2.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
145+ 28.27% |
$85.9K - $115K
|
658
$578K
|
|
|
May 13, 2024
Q1 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
145+ 15.85% |
$85.9K - $115K
|
1.06K
$931K
|
|
|
May 14, 2024
Q1 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
145+ 1.98% |
$85.9K - $115K
|
7.47K
$6.56M
|
|
|
Apr 09, 2024
Q1 2024
|
Lynch & Associates
|
BUY
|
- |
143+ 1.89% |
$84.7K - $113K
|
7.72K
$6.78M
|
|
|
May 09, 2024
Q1 2024
|
Forum Financial Management, LP
Lombard, IL |
BUY
|
- |
143+ 1.67% |
$84.7K - $113K
|
8.71K
$7.65M
|
|
|
Apr 25, 2024
Q1 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
141+ 3.85% |
$83.5K - $112K
|
3.8K
$3.34M
|
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
BUY
|
- |
139+ 11.91% |
$82.3K - $110K
|
1.31K
$1.15M
|
|
|
May 14, 2024
Q1 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
139+ 7.24% |
$82.3K - $110K
|
2.06K
$1.81M
|
|
|
Apr 19, 2024
Q1 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
138+ 35.11% |
$81.7K - $109K
|
531
$466K
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
138+ 2.55% |
$81.7K - $109K
|
5.56K
$4.88M
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
138+ 6.39% |
$81.7K - $109K
|
2.3K
$2.02M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
136+ 2.21% |
$80.5K - $108K
|
6.29K
$5.53M
|
|
|
May 13, 2024
Q1 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
135+ 16.73% |
$79.9K - $107K
|
942
$827K
|
|
|
Apr 15, 2024
Q1 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
134+ 30.66% |
$79.4K - $106K
|
571
$502K
|
|
|
May 06, 2024
Q1 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
134+ 17.54% |
$79.4K - $106K
|
898
$789K
|
|
|
May 07, 2024
Q1 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
134+ 6.78% |
$79.4K - $106K
|
2.11K
$1.85M
|
|
|
May 09, 2024
Q1 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
134+ 1.02% |
$79.4K - $106K
|
13.3K
$11.7M
|
|
|
May 13, 2024
Q1 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
133+ 7.32% |
$78.8K - $105K
|
1.95K
$1.71M
|
|
|
May 15, 2024
Q1 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
133+ 4.35% |
$78.8K - $105K
|
3.19K
$2.8M
|
|
|
May 07, 2024
Q1 2024
|
Capital Square, LLC
|
BUY
|
- |
131+ 2.73% |
$77.6K - $104K
|
4.93K
$4.33M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
130+ 3.22% |
$77K - $103K
|
4.17K
$3.67M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
130+ 0.17% |
$77K - $103K
|
76.3K
$67M
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
130+ 1.44% |
$77K - $103K
|
9.19K
$8.07M
|
|
|
Apr 18, 2024
Q1 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
129+ 13.65% |
$76.4K - $102K
|
1.07K
$943K
|
|
|
Jan 10, 2025
Q1 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
129+ 14.83% |
$76.4K - $102K
|
999
$877K
|
|
|
May 09, 2024
Q1 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
126+ 9.89% |
$74.6K - $99.8K
|
1.4K
$1.23M
|
|
|
Apr 15, 2024
Q1 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
125+ 10.95% |
$74K - $99K
|
1.27K
$1.11M
|
|
|
May 15, 2024
Q1 2024
|
Eagle Global Advisors LLC
Houston, TX |
BUY
|
- |
124+ 26.11% |
$73.4K - $98.2K
|
599
$526K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
123+ 12.6% |
$72.8K - $97.5K
|
1.1K
$965K
|
|
|
Apr 23, 2024
Q1 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
122+ 11.48% |
$72.2K - $96.7K
|
1.19K
$1.04M
|
|
|
Apr 24, 2024
Q1 2024
|
E Fund Management (Hong Kong) Co., Ltd.
|
BUY
|
- |
121New |
$71.7K - $95.9K
|
121
$106K
|
|
|
Apr 30, 2024
Q1 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
121+ 2.91% |
$71.7K - $95.9K
|
4.28K
$3.76M
|
|
|
May 02, 2024
Q1 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
121+ 0.25% |
$71.7K - $95.9K
|
49.3K
$43.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
120+ 8.3% |
$71.1K - $95.1K
|
1.57K
$1.37M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
120+ 0.88% |
$71.1K - $95.1K
|
13.7K
$12.1M
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
120+ 0.88% |
$71.1K - $95.1K
|
13.7K
$12.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Cassia Capital Partners, LLC
Winston Salem, NC |
BUY
|
- |
119+ 11.95% |
$70.5K - $94.3K
|
1.12K
$979K
|
|
|
Apr 17, 2024
Q1 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
117+ 5.26% |
$69.3K - $92.7K
|
2.34K
$2.06M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
117+ 10.66% |
$69.3K - $92.7K
|
1.22K
$1.07M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
115+ 18.95% |
$68.1K - $91.1K
|
722
$634K
|
|
|
May 06, 2024
Q1 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
113+ 6.02% |
$66.9K - $89.5K
|
1.99K
$1.75M
|
|
|
May 10, 2024
Q1 2024
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
113+ 2.52% |
$66.9K - $89.5K
|
4.6K
$4.04M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
113+ 32.29% |
$66.9K - $89.5K
|
463
$407K
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
112+ 0.61% |
$66.3K - $88.7K
|
18.4K
$16.1M
|
|
|
May 01, 2024
Q1 2024
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
112+ 3.27% |
$66.3K - $88.7K
|
3.53K
$3.1M
|