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 09, 2024
Q1 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
68+ 16.08% |
$40.3K - $53.9K
|
491
$429K
|
|
|
Apr 11, 2024
Q1 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
67+ 1.38% |
$39.7K - $53.1K
|
4.92K
$4.29M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
67+ 4.52% |
$39.7K - $53.1K
|
1.55K
$1.35M
|
|
|
Apr 17, 2024
Q1 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
67+ 18.31% |
$39.7K - $53.1K
|
433
$378K
|
|
|
Apr 29, 2024
Q1 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
67+ 16.11% |
$39.7K - $53.1K
|
483
$422K
|
|
|
May 07, 2024
Q1 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
67+ 7.58% |
$39.7K - $53.1K
|
951
$830K
|
|
|
Apr 24, 2024
Q1 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
66+ 3.58% |
$39.1K - $52.3K
|
1.91K
$1.67M
|
|
|
Apr 24, 2024
Q1 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
65+ 8.9% |
$38.5K - $51.5K
|
795
$694K
|
|
|
Apr 29, 2024
Q1 2024
|
Brave Asset Management Inc
|
BUY
|
- |
65+ 3.61% |
$38.5K - $51.5K
|
1.86K
$1.63M
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
65+ 1.22% |
$38.5K - $51.5K
|
5.4K
$4.71M
|
|
|
Apr 04, 2024
Q1 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
64+ 0.23% |
$37.9K - $50.7K
|
28K
$24.4M
|
|
|
May 06, 2024
Q1 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
64+ 0.91% |
$37.9K - $50.7K
|
7.07K
$6.17M
|
|
|
May 09, 2024
Q1 2024
|
Greatmark Investment Partners, Inc.
|
BUY
|
- |
64+ 2.76% |
$37.9K - $50.7K
|
2.39K
$2.08M
|
|
|
May 13, 2024
Q1 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
64+ 5.57% |
$37.9K - $50.7K
|
1.21K
$1.06M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
64+ 1600.0% |
$37.9K - $50.7K
|
68
$59.4K
|
|
|
Jul 31, 2024
Q1 2024
|
Sage Capital Management, LLC
Stockton, NJ |
BUY
|
- |
64+ 6.26% |
$37.9K - $50.7K
|
1.09K
$949K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
63+ 0.25% |
$37.3K - $49.9K
|
25.3K
$22.1M
|
|
|
Apr 22, 2024
Q1 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
62+ 5.49% |
$36.7K - $49.1K
|
1.19K
$1.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
62+ 1.08% |
$36.7K - $49.1K
|
5.78K
$5.05M
|
|
|
May 15, 2024
Q1 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
62+ 3.31% |
$36.7K - $49.1K
|
1.93K
$1.69M
|
|
|
Apr 10, 2024
Q1 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
61+ 9.64% |
$36.1K - $48.3K
|
694
$606K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
61+ 6.06% |
$36.1K - $48.3K
|
1.07K
$931K
|
|
|
Apr 18, 2024
Q1 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
61+ 9.19% |
$36.1K - $48.3K
|
725
$633K
|
|
|
Apr 22, 2024
Q1 2024
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
61+ 7.45% |
$36.1K - $48.3K
|
880
$768K
|
|
|
Apr 25, 2024
Q1 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
61+ 4.24% |
$36.1K - $48.3K
|
1.5K
$1.31M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
61+ 2.98% |
$36.1K - $48.3K
|
2.11K
$1.84M
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
61+ 3.66% |
$36.1K - $48.3K
|
1.73K
$1.51M
|
|
|
Apr 12, 2024
Q1 2024
|
Range Financial Group LLC
|
BUY
|
- |
60+ 1.46% |
$35.5K - $47.5K
|
4.17K
$3.64M
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
60+ 4.92% |
$35.5K - $47.5K
|
1.28K
$1.12M
|
|
|
May 10, 2024
Q1 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
60+ 2.18% |
$35.5K - $47.5K
|
2.81K
$2.46M
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
59+ 9.64% |
$34.9K - $46.7K
|
671
$586K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
59+ 0.75% |
$34.9K - $46.7K
|
7.97K
$6.96M
|
|
|
Apr 12, 2024
Q1 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
58+ 5.42% |
$34.3K - $46K
|
1.13K
$985K
|
|
|
Apr 18, 2024
Q1 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
58+ 1.4% |
$34.3K - $46K
|
4.19K
$3.66M
|
|
|
Apr 19, 2024
Q1 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
58+ 2.6% |
$34.3K - $46K
|
2.29K
$2M
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
58+ 5.53% |
$34.3K - $46K
|
1.11K
$966K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
58+ 2.44% |
$34.3K - $46K
|
2.44K
$2.13M
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
57+ 2.55% |
$33.8K - $45.2K
|
2.29K
$2M
|
|
|
Apr 22, 2024
Q1 2024
|
Armstrong, Fleming & Moore, Inc
Washington, DC |
BUY
|
- |
57+ 7.5% |
$33.8K - $45.2K
|
817
$713K
|
|
|
Apr 11, 2024
Q1 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
56+ 7.59% |
$33.2K - $44.4K
|
794
$693K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
BUY
|
- |
56+ 2.91% |
$33.2K - $44.4K
|
1.98K
$1.73M
|
|
|
Apr 19, 2024
Q1 2024
|
Accel Wealth Management
|
BUY
|
- |
56+ 6.33% |
$33.2K - $44.4K
|
940
$821K
|
|
|
Apr 18, 2024
Q1 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
55+ 6.93% |
$32.6K - $43.6K
|
849
$741K
|
|
|
Apr 22, 2024
Q1 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
55+ 2.59% |
$32.6K - $43.6K
|
2.18K
$1.9M
|
|
|
May 14, 2024
Q1 2024
|
Ml & R Wealth Management LLC
|
BUY
|
- |
55+ 15.58% |
$32.6K - $43.6K
|
408
$356K
|
|
|
May 15, 2024
Q1 2024
|
Wisconsin Capital Management LLC
|
BUY
|
- |
55+ 0.76% |
$32.6K - $43.6K
|
7.32K
$6.39M
|
|
|
May 15, 2024
Q1 2024
|
Earnest Partners LLC
Atlanta, GA |
BUY
|
- |
55+ 13.82% |
$32.6K - $43.6K
|
453
$395K
|
|
|
Apr 18, 2024
Q1 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
54+ 8.44% |
$32K - $42.8K
|
694
$606K
|
|
|
May 15, 2024
Q1 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
54+ 7.33% |
$32K - $42.8K
|
791
$691K
|
|
|
Apr 17, 2024
Q1 2024
|
Optas, LLC
|
BUY
|
- |
53+ 2.17% |
$31.4K - $42K
|
2.5K
$2.18M
|