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 26, 2024
Q1 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
18+ 1.66% |
$10.7K - $14.3K
|
1.1K
$958K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
18+ 1.04% |
$10.7K - $14.3K
|
1.74K
$1.52M
|
|
|
May 09, 2024
Q1 2024
|
Madison Asset Management, LLC
Madison, WI |
BUY
|
- |
18+ 0.04% |
$10.7K - $14.3K
|
51K
$44.3M
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
18+ 6.47% |
$10.7K - $14.3K
|
296
$257K
|
|
|
May 10, 2024
Q1 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
18+ 3.66% |
$10.7K - $14.3K
|
510
$443K
|
|
|
May 15, 2024
Q1 2024
|
Becker Capital Management Inc
|
BUY
|
- |
18+ 0.44% |
$10.7K - $14.3K
|
4.13K
$3.59M
|
|
|
May 02, 2024
Q1 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
17+ 2.85% |
$10.1K - $13.5K
|
614
$533K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
17+ 0.25% |
$10.1K - $13.5K
|
6.71K
$5.83M
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
17+ 0.3% |
$10.1K - $13.5K
|
5.64K
$4.9M
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
17+ 0.5% |
$10.1K - $13.5K
|
3.39K
$2.94M
|
|
|
Apr 01, 2024
Q1 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
16+ 4.1% |
$9.48K - $12.7K
|
406
$353K
|
|
|
Apr 11, 2024
Q1 2024
|
Pfw Advisors LLC
Atlanta, GA |
BUY
|
- |
16+ 1.66% |
$9.48K - $12.7K
|
982
$853K
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
16+ 3.25% |
$9.48K - $12.7K
|
508
$441K
|
|
|
Apr 25, 2024
Q1 2024
|
Latitude Advisors, LLC
|
BUY
|
- |
16+ 1.26% |
$9.48K - $12.7K
|
1.29K
$1.12M
|
|
|
Apr 26, 2024
Q1 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
16+ 0.76% |
$9.48K - $12.7K
|
2.12K
$1.84M
|
|
|
May 02, 2024
Q1 2024
|
Lorne Steinberg Wealth Management Inc.
Montreal, Quebec, Z4 |
BUY
|
- |
16+ 3.86% |
$9.48K - $12.7K
|
431
$374K
|
|
|
May 09, 2024
Q1 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
16+ 1.34% |
$9.48K - $12.7K
|
1.21K
$1.05M
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
16+ 0.06% |
$9.48K - $12.7K
|
26.2K
$22.8M
|
|
|
May 13, 2024
Q1 2024
|
Goepper Burkhardt LLC
|
BUY
|
- |
16+ 5.13% |
$9.48K - $12.7K
|
328
$285K
|
|
|
May 14, 2024
Q1 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
16+ 2.0% |
$9.48K - $12.7K
|
816
$709K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
15+ 0.77% |
$8.88K - $11.9K
|
1.96K
$1.71M
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
15+ 1.11% |
$8.88K - $11.9K
|
1.36K
$1.18M
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
15+ 5.19% |
$8.88K - $11.9K
|
304
$264K
|
|
|
Apr 30, 2024
Q1 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
15+ 16.67% |
$8.88K - $11.9K
|
105
$91.2K
|
|
|
Apr 30, 2024
Q1 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
15+ 4.05% |
$8.88K - $11.9K
|
385
$335K
|
|
|
May 08, 2024
Q1 2024
|
Columbia Asset Management
Ann Arbor, MI |
BUY
|
- |
15+ 0.17% |
$8.88K - $11.9K
|
9.07K
$7.88M
|
|
|
May 09, 2024
Q1 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
15+ 1.12% |
$8.88K - $11.9K
|
1.36K
$1.18M
|
|
|
May 13, 2024
Q1 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
15+ 3.39% |
$8.88K - $11.9K
|
458
$398K
|
|
|
Apr 04, 2024
Q1 2024
|
Moseley Investment Management Inc
|
BUY
|
- |
14+ 0.36% |
$8.29K - $11.1K
|
3.89K
$3.38M
|
|
|
Apr 12, 2024
Q1 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
14+ 1.42% |
$8.29K - $11.1K
|
1K
$870K
|
|
|
Apr 23, 2024
Q1 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
14+ 1.99% |
$8.29K - $11.1K
|
718
$624K
|
|
|
Apr 24, 2024
Q1 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
14+ 0.38% |
$8.29K - $11.1K
|
3.69K
$3.2M
|
|
|
Apr 24, 2024
Q1 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
14+ 0.84% |
$8.29K - $11.1K
|
1.67K
$1.45M
|
|
|
Apr 25, 2024
Q1 2024
|
Ulland Investment Advisors, LLC
|
BUY
|
- |
14+ 7.0% |
$8.29K - $11.1K
|
214
$186K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
14+ 0.36% |
$8.29K - $11.1K
|
3.95K
$3.43M
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
14+ 0.07% |
$8.29K - $11.1K
|
19.6K
$17M
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
14New |
$8.29K - $11.1K
|
14
$12.2K
|
|
|
Jun 11, 2024
Q1 2024
|
American Trust
Lexington, KY |
BUY
|
- |
14+ 0.56% |
$8.29K - $11.1K
|
2.49K
$2.17M
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
13+ 1.8% |
$7.7K - $10.3K
|
736
$639K
|
|
|
Apr 17, 2024
Q1 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
13+ 3.5% |
$7.7K - $10.3K
|
384
$334K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
13+ 1.39% |
$7.7K - $10.3K
|
950
$825K
|
|
|
May 03, 2024
Q1 2024
|
Star Financial Bank
Fort Wayne, IN |
BUY
|
- |
13+ 2.0% |
$7.7K - $10.3K
|
662
$575K
|
|
|
May 14, 2024
Q1 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
13+ 3.53% |
$7.7K - $10.3K
|
381
$331K
|
|
|
May 15, 2024
Q1 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
13+ 3.07% |
$7.7K - $10.3K
|
437
$380K
|
|
|
May 15, 2024
Q1 2024
|
Innova Wealth Partners
|
BUY
|
- |
13+ 1.23% |
$7.7K - $10.3K
|
1.07K
$928K
|
|
|
Apr 10, 2024
Q1 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
12+ 2.41% |
$7.11K - $9.51K
|
509
$442K
|
|
|
May 03, 2024
Q1 2024
|
Prairie View Partners, LLC
|
BUY
|
- |
12+ 1.49% |
$7.11K - $9.51K
|
816
$709K
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
12New |
$7.11K - $9.51K
|
12
$10.4K
|
|
|
May 10, 2024
Q1 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
12+ 2.16% |
$7.11K - $9.51K
|
567
$493K
|
|
|
May 13, 2024
Q1 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
12+ 2.17% |
$7.11K - $9.51K
|
565
$491K
|