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 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
89+ 1.27% |
$52.7K - $70.5K
|
7.12K
$6.26M
|
|
|
May 13, 2024
Q1 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
89+ 3.83% |
$52.7K - $70.5K
|
2.41K
$2.12M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
88+ 1.22% |
$52.1K - $69.7K
|
7.31K
$6.42M
|
|
|
May 13, 2024
Q1 2024
|
Goldstein Advisors, LLC
Madison, WI |
BUY
|
- |
88+ 15.63% |
$52.1K - $69.7K
|
651
$572K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
87+ 1.35% |
$51.5K - $68.9K
|
6.51K
$5.72M
|
|
|
May 13, 2024
Q1 2024
|
Ellevest, Inc.
|
BUY
|
- |
87+ 2.55% |
$51.5K - $68.9K
|
3.5K
$3.07M
|
|
|
May 15, 2024
Q1 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
86+ 0.06% |
$50.9K - $68.1K
|
147K
$129M
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
85+ 11.05% |
$50.3K - $67.3K
|
854
$750K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
85+ 7.05% |
$50.3K - $67.3K
|
1.29K
$1.13M
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
84+ 12.37% |
$49.7K - $66.6K
|
763
$670K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
84+ 6.04% |
$49.7K - $66.6K
|
1.48K
$1.3M
|
|
|
Apr 17, 2024
Q1 2024
|
Private Ocean, LLC
|
BUY
|
- |
83+ 8.23% |
$49.2K - $65.8K
|
1.09K
$959K
|
|
|
Apr 23, 2024
Q1 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
83+ 10.82% |
$49.2K - $65.8K
|
850
$747K
|
|
|
May 10, 2024
Q1 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
83+ 10.12% |
$49.2K - $65.8K
|
903
$793K
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
82+ 2.6% |
$48.6K - $65K
|
3.24K
$2.84M
|
|
|
May 15, 2024
Q1 2024
|
Dividend Assets Capital, LLC
|
BUY
|
- |
82+ 4.94% |
$48.6K - $65K
|
1.74K
$1.53M
|
|
|
Apr 18, 2024
Q1 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
81+ 12.68% |
$48K - $64.2K
|
720
$632K
|
|
|
May 01, 2024
Q1 2024
|
Pds Planning, Inc
|
BUY
|
- |
81+ 1.63% |
$48K - $64.2K
|
5.07K
$4.45M
|
|
|
Apr 09, 2024
Q1 2024
|
Farmers Trust CO
|
BUY
|
- |
80+ 19.32% |
$47.4K - $63.4K
|
494
$434K
|
|
|
Apr 17, 2024
Q1 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
80+ 5.68% |
$47.4K - $63.4K
|
1.49K
$1.31M
|
|
|
May 08, 2024
Q1 2024
|
Abel Hall, LLC
Baton Rouge, LA |
BUY
|
- |
78+ 8.52% |
$46.2K - $61.8K
|
993
$872K
|
|
|
Apr 23, 2024
Q1 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
77+ 4.46% |
$45.6K - $61K
|
1.8K
$1.58M
|
|
|
May 06, 2024
Q1 2024
|
Amg National Trust Bank
|
BUY
|
- |
77+ 0.67% |
$45.6K - $61K
|
11.6K
$10.2M
|
|
|
Apr 08, 2024
Q1 2024
|
Bath Savings Trust CO
|
BUY
|
- |
76+ 0.35% |
$45K - $60.2K
|
21.6K
$19M
|
|
|
Apr 17, 2024
Q1 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
76+ 3.37% |
$45K - $60.2K
|
2.33K
$2.05M
|
|
|
May 09, 2024
Q1 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
76+ 7.33% |
$45K - $60.2K
|
1.11K
$978K
|
|
|
May 15, 2024
Q1 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
76+ 1.95% |
$45K - $60.2K
|
3.98K
$3.49M
|
|
|
Apr 15, 2024
Q1 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
75+ 1.38% |
$44.4K - $59.4K
|
5.5K
$4.83M
|
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
75+ 19.43% |
$44.4K - $59.4K
|
461
$405K
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
75+ 1.45% |
$44.4K - $59.4K
|
5.25K
$4.61M
|
|
|
May 14, 2024
Q1 2024
|
Southeast Asset Advisors Inc.
Thomasville, GA |
BUY
|
- |
75+ 16.85% |
$44.4K - $59.4K
|
520
$457K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
74+ 4.36% |
$43.8K - $58.6K
|
1.77K
$1.56M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
74+ 1.55% |
$43.8K - $58.6K
|
4.84K
$4.25M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
74+ 5.8% |
$43.8K - $58.6K
|
1.35K
$1.18M
|
|
|
May 16, 2024
Q1 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
74+ 89.16% |
$43.8K - $58.6K
|
157
$138K
|
|
|
Apr 22, 2024
Q1 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
73+ 7.84% |
$43.2K - $57.8K
|
1K
$882K
|
|
|
Apr 30, 2024
Q1 2024
|
Grove Bank & Trust
|
BUY
|
- |
72+ 1.26% |
$42.6K - $57K
|
5.8K
$5.1M
|
|
|
May 07, 2024
Q1 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
72+ 7.71% |
$42.6K - $57K
|
1.01K
$884K
|
|
|
Apr 26, 2024
Q1 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
71+ 1.71% |
$42K - $56.3K
|
4.21K
$3.7M
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
71+ 7.85% |
$42K - $56.3K
|
975
$856K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
71New |
$42K - $56.3K
|
71
$62.4K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
70+ 3.4% |
$41.5K - $55.5K
|
2.13K
$1.87M
|
|
|
May 10, 2024
Q1 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
69+ 11.68% |
$40.9K - $54.7K
|
660
$580K
|
|
|
Dec 09, 2024
Q1 2024
|
Ffg Partners, LLC
Fort Lauderdale, FL |
BUY
|
- |
69+ 0.57% |
$40.9K - $54.7K
|
12.1K
$10.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
68+ 8.94% |
$40.3K - $53.9K
|
829
$728K
|
|
|
Apr 12, 2024
Q1 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
68+ 5.32% |
$40.3K - $53.9K
|
1.35K
$1.18M
|
|
|
Apr 29, 2024
Q1 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
68+ 3.28% |
$40.3K - $53.9K
|
2.14K
$1.88M
|
|
|
May 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
68+ 16.08% |
$40.3K - $53.9K
|
491
$431K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
67+ 1.38% |
$39.7K - $53.1K
|
4.92K
$4.32M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
67+ 4.52% |
$39.7K - $53.1K
|
1.55K
$1.36M
|