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 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
111+ 11.6% |
$65.7K - $87.9K
|
1.07K
$938K
|
|
|
May 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
111+ 20.56% |
$65.7K - $87.9K
|
651
$572K
|
|
|
May 15, 2024
Q1 2024
|
Laffer Tengler Investments
Nashville, TN |
BUY
|
- |
111+ 284.62% |
$65.7K - $87.9K
|
150
$132K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
110+ 0.11% |
$65.1K - $87.2K
|
98.3K
$86.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
109+ 2.02% |
$64.5K - $86.4K
|
5.52K
$4.85M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
108+ 1.51% |
$64K - $85.6K
|
7.28K
$6.4M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
107+ 2.81% |
$63.4K - $84.8K
|
3.91K
$3.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
107+ 3.94% |
$63.4K - $84.8K
|
2.82K
$2.48M
|
|
|
May 06, 2024
Q1 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
107+ 0.23% |
$63.4K - $84.8K
|
46.3K
$40.7M
|
|
|
May 14, 2024
Q1 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
107+ 289.19% |
$63.4K - $84.8K
|
144
$126K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
106+ 6.39% |
$62.8K - $84K
|
1.77K
$1.55M
|
|
|
May 02, 2024
Q1 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
106+ 1.65% |
$62.8K - $84K
|
6.51K
$5.72M
|
|
|
May 14, 2024
Q1 2024
|
Next Century Growth Investors LLC
Minneapolis, MN |
BUY
|
- |
106+ 1.35% |
$62.8K - $84K
|
7.96K
$6.99M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
104+ 3.78% |
$61.6K - $82.4K
|
2.86K
$2.51M
|
|
|
Apr 22, 2024
Q1 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
104+ 16.46% |
$61.6K - $82.4K
|
736
$646K
|
|
|
May 07, 2024
Q1 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
104+ 5.68% |
$61.6K - $82.4K
|
1.94K
$1.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
103+ 26.82% |
$61K - $81.6K
|
487
$428K
|
|
|
Apr 26, 2024
Q1 2024
|
Trueblood Wealth Management, LLC
Lima, OH |
BUY
|
- |
103+ 12.96% |
$61K - $81.6K
|
898
$789K
|
|
|
May 13, 2024
Q1 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
103+ 1.64% |
$61K - $81.6K
|
6.38K
$5.6M
|
|
|
May 15, 2024
Q1 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
103+ 7.13% |
$61K - $81.6K
|
1.55K
$1.36M
|
|
|
Jun 13, 2024
Q1 2024
|
Nbw Capital LLC
|
BUY
|
- |
103+ 13.32% |
$61K - $81.6K
|
876
$769K
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
BUY
|
- |
102+ 11.11% |
$60.4K - $80.8K
|
1.02K
$896K
|
|
|
Apr 30, 2024
Q1 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
100+ 1.51% |
$59.2K - $79.2K
|
6.74K
$5.92M
|
|
|
May 06, 2024
Q1 2024
|
Syntax Research, Inc.
Boca Raton, FL |
BUY
|
- |
100+ 44.84% |
$59.2K - $79.2K
|
323
$284K
|
|
|
May 08, 2024
Q1 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
100+ 7.35% |
$59.2K - $79.2K
|
1.46K
$1.28M
|
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
100New |
$59.2K - $79.2K
|
100
$87.8K
|
|
|
May 10, 2024
Q1 2024
|
Lynwood Capital Management Inc.
|
BUY
|
- |
100New |
$59.2K - $79.2K
|
100
$87.8K
|
|
|
May 15, 2024
Q1 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
100+ 13.19% |
$59.2K - $79.2K
|
858
$754K
|
|
|
May 15, 2024
Q1 2024
|
Cito Capital Group, LLC
Miami, FL |
BUY
|
- |
100+ 4.93% |
$59.2K - $79.2K
|
2.13K
$1.87M
|
|
|
May 23, 2024
Q1 2024
|
Northwest Bank & Trust CO
Davenport, IA |
BUY
|
- |
100New |
$59.2K - $79.2K
|
100
$87.8K
|
|
|
May 13, 2024
Q1 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
99+ 1.86% |
$58.6K - $78.4K
|
5.42K
$4.76M
|
|
|
Apr 22, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
98+ 4.12% |
$58K - $77.6K
|
2.48K
$2.17M
|
|
|
Apr 25, 2024
Q1 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
98+ 3.23% |
$58K - $77.6K
|
3.13K
$2.75M
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
98+ 2.05% |
$58K - $77.6K
|
4.88K
$4.29M
|
|
|
Oct 31, 2024
Q1 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
98+ 4.12% |
$58K - $77.6K
|
2.48K
$2.17M
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
97+ 18.65% |
$57.4K - $76.9K
|
617
$542K
|
|
|
May 14, 2024
Q1 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
97+ 3.46% |
$57.4K - $76.9K
|
2.9K
$2.55M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
97+ 1.51% |
$57.4K - $76.9K
|
6.52K
$5.72M
|
|
|
Apr 12, 2024
Q1 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
96+ 7.74% |
$56.9K - $76.1K
|
1.34K
$1.17M
|
|
|
Apr 15, 2024
Q1 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
96+ 7.41% |
$56.9K - $76.1K
|
1.39K
$1.22M
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
96+ 37.65% |
$56.9K - $76.1K
|
351
$308K
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
94+ 2.13% |
$55.7K - $74.5K
|
4.51K
$3.96M
|
|
|
Apr 12, 2024
Q1 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
93+ 16.12% |
$55.1K - $73.7K
|
670
$588K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
91+ 1.75% |
$53.9K - $72.1K
|
5.28K
$4.64M
|
|
|
May 06, 2024
Q1 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
91+ 2.74% |
$53.9K - $72.1K
|
3.42K
$3M
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
91+ 69.47% |
$53.9K - $72.1K
|
222
$195K
|
|
|
May 15, 2024
Q1 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
90+ 0.42% |
$53.3K - $71.3K
|
21.5K
$18.9M
|
|
|
Apr 15, 2024
Q1 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
89+ 12.36% |
$52.7K - $70.5K
|
809
$711K
|
|
|
Apr 18, 2024
Q1 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
89+ 5.0% |
$52.7K - $70.5K
|
1.87K
$1.64M
|
|
|
May 10, 2024
Q1 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
89+ 1.54% |
$52.7K - $70.5K
|
5.88K
$5.16M
|