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 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
29+ 7.75% |
$17.2K - $23K
|
403
$350K
|
|
|
Apr 09, 2024
Q1 2024
|
New Hampshire Trust
Concord, NH |
BUY
|
- |
28+ 4.08% |
$16.6K - $22.2K
|
714
$620K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
28+ 0.87% |
$16.6K - $22.2K
|
3.24K
$2.82M
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
28+ 4.38% |
$16.6K - $22.2K
|
667
$580K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
28+ 1.36% |
$16.6K - $22.2K
|
2.08K
$1.81M
|
|
|
May 10, 2024
Q1 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
28+ 6.95% |
$16.6K - $22.2K
|
431
$374K
|
|
|
May 14, 2024
Q1 2024
|
Heritage Financial Services, LLC
|
BUY
|
- |
28+ 1.54% |
$16.6K - $22.2K
|
1.85K
$1.6M
|
|
|
May 07, 2024
Q1 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
27+ 1.14% |
$16K - $21.4K
|
2.4K
$2.09M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
27+ 2.9% |
$16K - $21.4K
|
959
$833K
|
|
|
May 10, 2024
Q1 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
27+ 0.47% |
$16K - $21.4K
|
5.73K
$4.98M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital LP
Toronto, A6 |
BUY
|
- |
27+ 3.02% |
$16K - $21.4K
|
921
$800K
|
|
|
May 15, 2024
Q1 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
27+ 1.57% |
$16K - $21.4K
|
1.75K
$1.52M
|
|
|
Apr 25, 2024
Q1 2024
|
Jacobsen Capital Management
|
BUY
|
- |
26+ 2.3% |
$15.4K - $20.6K
|
1.16K
$1M
|
|
|
May 13, 2024
Q1 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
BUY
|
- |
26+ 5.92% |
$15.4K - $20.6K
|
465
$404K
|
|
|
Apr 30, 2024
Q1 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
25+ 1.69% |
$14.8K - $19.8K
|
1.5K
$1.3M
|
|
|
May 13, 2024
Q1 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
25+ 1.26% |
$14.8K - $19.8K
|
2.01K
$1.74M
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
24+ 4.56% |
$14.2K - $19K
|
550
$478K
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
24New |
$14.2K - $19K
|
24
$20.9K
|
|
|
Apr 17, 2024
Q1 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
24+ 5.01% |
$14.2K - $19K
|
503
$437K
|
|
|
May 15, 2024
Q1 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
24+ 0.26% |
$14.2K - $19K
|
9.25K
$8.04M
|
|
|
May 15, 2024
Q1 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
24+ 1.13% |
$14.2K - $19K
|
2.14K
$1.86M
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
23+ 4.32% |
$13.6K - $18.2K
|
556
$483K
|
|
|
Apr 25, 2024
Q1 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
23+ 2.07% |
$13.6K - $18.2K
|
1.14K
$986K
|
|
|
May 13, 2024
Q1 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
23+ 0.63% |
$13.6K - $18.2K
|
3.68K
$3.19M
|
|
|
Apr 30, 2024
Q1 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
22+ 2.28% |
$13K - $17.4K
|
986
$857K
|
|
|
May 09, 2024
Q1 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
BUY
|
- |
22+ 1.51% |
$13K - $17.4K
|
1.48K
$1.28M
|
|
|
May 14, 2024
Q1 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
22+ 0.55% |
$13K - $17.4K
|
4.05K
$3.52M
|
|
|
Apr 04, 2024
Q1 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
21+ 2.62% |
$12.4K - $16.6K
|
824
$716K
|
|
|
Apr 15, 2024
Q1 2024
|
S.A. Mason LLC
|
BUY
|
- |
21+ 1.18% |
$12.4K - $16.6K
|
1.81K
$1.57M
|
|
|
Apr 16, 2024
Q1 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
21+ 2.54% |
$12.4K - $16.6K
|
849
$738K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
21+ 28.0% |
$12.4K - $16.6K
|
96
$83.4K
|
|
|
May 02, 2024
Q1 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
21+ 1.04% |
$12.4K - $16.6K
|
2.05K
$1.78M
|
|
|
May 13, 2024
Q1 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
21+ 2.73% |
$12.4K - $16.6K
|
790
$686K
|
|
|
May 13, 2024
Q1 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
21+ 3.3% |
$12.4K - $16.6K
|
657
$571K
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
21+ 2.2% |
$12.4K - $16.6K
|
977
$849K
|
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
20+ 4.74% |
$11.8K - $15.8K
|
442
$384K
|
|
|
Apr 15, 2024
Q1 2024
|
Vanguard Capital Wealth Advisors
|
BUY
|
- |
20+ 3.67% |
$11.8K - $15.8K
|
565
$491K
|
|
|
Apr 26, 2024
Q1 2024
|
Northstar Asset Management LLC
|
BUY
|
- |
20+ 2.16% |
$11.8K - $15.8K
|
945
$821K
|
|
|
Apr 29, 2024
Q1 2024
|
Townsend Asset Management Corp
|
BUY
|
- |
20+ 0.83% |
$11.8K - $15.8K
|
2.42K
$2.1M
|
|
|
May 01, 2024
Q1 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
20+ 0.41% |
$11.8K - $15.8K
|
4.88K
$4.24M
|
|
|
May 03, 2024
Q1 2024
|
Peoples Bank
|
BUY
|
- |
20+ 0.85% |
$11.8K - $15.8K
|
2.38K
$2.07M
|
|
|
May 07, 2024
Q1 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
20+ 0.78% |
$11.8K - $15.8K
|
2.58K
$2.24M
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
20+ 1.13% |
$11.8K - $15.8K
|
1.8K
$1.56M
|
|
|
May 13, 2024
Q1 2024
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
20+ 24.69% |
$11.8K - $15.8K
|
101
$87.8K
|
|
|
Apr 10, 2024
Q1 2024
|
Lantz Financial LLC
|
BUY
|
- |
19+ 1.58% |
$11.3K - $15.1K
|
1.22K
$1.06M
|
|
|
May 02, 2024
Q1 2024
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
19+ 1.66% |
$11.3K - $15.1K
|
1.17K
$1.01M
|
|
|
May 08, 2024
Q1 2024
|
Calamos Wealth Management LLC
|
BUY
|
- |
19+ 0.06% |
$11.3K - $15.1K
|
31.2K
$27.1M
|
|
|
Jan 29, 2025
Q1 2024
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
19+ 1.11% |
$11.3K - $15.1K
|
1.73K
$1.5M
|
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
BUY
|
- |
18+ 0.42% |
$10.7K - $14.3K
|
4.31K
$3.74M
|
|
|
Apr 26, 2024
Q1 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
18+ 1.62% |
$10.7K - $14.3K
|
1.13K
$978K
|