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 14, 2024
Q1 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
12+ 2.16% |
$7.11K - $9.51K
|
567
$493K
|
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
12+ 8.51% |
$7.11K - $9.51K
|
153
$133K
|
|
|
Apr 17, 2024
Q1 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
11+ 0.5% |
$6.51K - $8.72K
|
2.19K
$1.91M
|
|
|
Apr 24, 2024
Q1 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
11+ 0.93% |
$6.51K - $8.72K
|
1.2K
$1.04M
|
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
11+ 1.45% |
$6.51K - $8.72K
|
772
$671K
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
11+ 0.93% |
$6.51K - $8.72K
|
1.19K
$1.03M
|
|
|
May 07, 2024
Q1 2024
|
Lipe & Dalton
|
BUY
|
- |
11+ 24.44% |
$6.51K - $8.72K
|
56
$48.7K
|
|
|
May 09, 2024
Q1 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
11+ 550.0% |
$6.51K - $8.72K
|
13
$11.3K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
10+ 0.25% |
$5.92K - $7.92K
|
4.02K
$3.49M
|
|
|
Apr 15, 2024
Q1 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
10+ 0.17% |
$5.92K - $7.92K
|
5.94K
$5.16M
|
|
|
Apr 15, 2024
Q1 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
10+ 0.11% |
$5.92K - $7.92K
|
8.76K
$7.61M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
10+ 0.19% |
$5.92K - $7.92K
|
5.2K
$4.52M
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
10+ 2.08% |
$5.92K - $7.92K
|
491
$427K
|
|
|
Apr 25, 2024
Q1 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
10+ 2.32% |
$5.92K - $7.92K
|
441
$383K
|
|
|
Apr 29, 2024
Q1 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
BUY
|
- |
10+ 1.6% |
$5.92K - $7.92K
|
635
$552K
|
|
|
Apr 30, 2024
Q1 2024
|
Consilium Wealth Advisory, LLC
|
BUY
|
- |
10+ 0.22% |
$5.92K - $7.92K
|
4.55K
$3.95M
|
|
|
May 01, 2024
Q1 2024
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
10+ 1.35% |
$5.92K - $7.92K
|
750
$652K
|
|
|
May 06, 2024
Q1 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
10+ 0.98% |
$5.92K - $7.92K
|
1.03K
$892K
|
|
|
May 09, 2024
Q1 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
10+ 0.31% |
$5.92K - $7.92K
|
3.24K
$2.81M
|
|
|
May 13, 2024
Q1 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
10+ 1.66% |
$5.92K - $7.92K
|
613
$533K
|
|
|
May 13, 2024
Q1 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
10+ 0.85% |
$5.92K - $7.92K
|
1.19K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Berkshire Capital Holdings Inc
San Jose, CA |
BUY
|
- |
10New |
$5.92K - $7.92K
|
10
$8.69K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
10+ 0.52% |
$5.92K - $7.92K
|
1.93K
$1.67M
|
|
|
May 14, 2024
Q1 2024
|
Kooman & Associates
Altoona, PA |
BUY
|
- |
10+ 2.54% |
$5.92K - $7.92K
|
404
$351K
|
|
|
May 14, 2024
Q1 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
10+ 1.31% |
$5.92K - $7.92K
|
774
$673K
|
|
|
Jan 15, 2025
Q1 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
10+ 2.83% |
$5.92K - $7.92K
|
363
$315K
|
|
|
Apr 11, 2024
Q1 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
9+ 0.83% |
$5.33K - $7.13K
|
1.09K
$948K
|
|
|
Apr 15, 2024
Q1 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
9+ 0.48% |
$5.33K - $7.13K
|
1.87K
$1.63M
|
|
|
Apr 15, 2024
Q1 2024
|
Aspiriant, LLC
|
BUY
|
- |
9+ 1.27% |
$5.33K - $7.13K
|
718
$624K
|
|
|
Apr 16, 2024
Q1 2024
|
Montis Financial, LLC
|
BUY
|
- |
9+ 1.94% |
$5.33K - $7.13K
|
473
$411K
|
|
|
Apr 17, 2024
Q1 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
9+ 0.51% |
$5.33K - $7.13K
|
1.77K
$1.53M
|
|
|
Apr 22, 2024
Q1 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
9+ 1.71% |
$5.33K - $7.13K
|
535
$465K
|
|
|
Apr 23, 2024
Q1 2024
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
9+ 0.48% |
$5.33K - $7.13K
|
1.88K
$1.63M
|
|
|
Apr 25, 2024
Q1 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
9+ 0.31% |
$5.33K - $7.13K
|
2.91K
$2.52M
|
|
|
Apr 29, 2024
Q1 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
9+ 1.47% |
$5.33K - $7.13K
|
623
$541K
|
|
|
May 01, 2024
Q1 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
9+ 0.7% |
$5.33K - $7.13K
|
1.29K
$1.12M
|
|
|
May 02, 2024
Q1 2024
|
Gilbert & Cook, Inc.
|
BUY
|
- |
9+ 0.51% |
$5.33K - $7.13K
|
1.76K
$1.53M
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
9+ 0.89% |
$5.33K - $7.13K
|
1.02K
$882K
|
|
|
Apr 16, 2024
Q1 2024
|
Tevis Investment Management
|
BUY
|
- |
8+ 0.87% |
$4.74K - $6.34K
|
932
$810K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
8+ 0.93% |
$4.74K - $6.34K
|
871
$757K
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
8+ 0.39% |
$4.74K - $6.34K
|
2.06K
$1.79M
|
|
|
May 07, 2024
Q1 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
8+ 0.93% |
$4.74K - $6.34K
|
864
$751K
|
|
|
May 08, 2024
Q1 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
8+ 2.67% |
$4.74K - $6.34K
|
308
$268K
|
|
|
May 10, 2024
Q1 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
8+ 1.39% |
$4.74K - $6.34K
|
585
$508K
|
|
|
May 15, 2024
Q1 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
8+ 1.01% |
$4.74K - $6.34K
|
802
$697K
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
7+ 1.91% |
$4.15K - $5.55K
|
374
$325K
|
|
|
Apr 15, 2024
Q1 2024
|
Mcdonald Partners LLC
|
BUY
|
- |
7+ 0.61% |
$4.15K - $5.55K
|
1.16K
$1.01M
|
|
|
Apr 17, 2024
Q1 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
7+ 0.24% |
$4.15K - $5.55K
|
2.93K
$2.54M
|
|
|
Apr 22, 2024
Q1 2024
|
Fc Advisory LLC
|
BUY
|
- |
7+ 0.42% |
$4.15K - $5.55K
|
1.67K
$1.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
7+ 87.5% |
$4.15K - $5.55K
|
15
$13K
|