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 30, 2024
Q1 2024
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
BUY
|
- |
7+ 0.1% |
$4.15K - $5.55K
|
6.74K
$5.86M
|
|
|
May 07, 2024
Q1 2024
|
Horizon Investment Services, LLC
Hammond, IN |
BUY
|
- |
7+ 0.38% |
$4.15K - $5.55K
|
1.84K
$1.6M
|
|
|
May 10, 2024
Q1 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
7+ 1.54% |
$4.15K - $5.55K
|
461
$401K
|
|
|
May 13, 2024
Q1 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
7+ 0.84% |
$4.15K - $5.55K
|
843
$732K
|
|
|
May 15, 2024
Q1 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
7+ 0.11% |
$4.15K - $5.55K
|
6.31K
$5.48M
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
6+ 0.37% |
$3.55K - $4.75K
|
1.61K
$1.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
6+ 0.24% |
$3.55K - $4.75K
|
2.52K
$2.19M
|
|
|
Apr 24, 2024
Q1 2024
|
Costello Asset Management, Inc
|
BUY
|
- |
6+ 0.21% |
$3.55K - $4.75K
|
2.9K
$2.52M
|
|
|
Apr 29, 2024
Q1 2024
|
Unionview, LLC
Seattle, WA |
BUY
|
- |
6+ 0.29% |
$3.55K - $4.75K
|
2.09K
$1.81M
|
|
|
May 06, 2024
Q1 2024
|
Sterling Financial Planning, Inc.
|
BUY
|
- |
6+ 0.7% |
$3.55K - $4.75K
|
863
$750K
|
|
|
May 06, 2024
Q1 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
6+ 0.58% |
$3.55K - $4.75K
|
1.04K
$902K
|
|
|
May 09, 2024
Q1 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
6+ 0.21% |
$3.55K - $4.75K
|
2.89K
$2.51M
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
6+ 0.54% |
$3.55K - $4.75K
|
1.12K
$977K
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
6+ 0.37% |
$3.55K - $4.75K
|
1.62K
$1.4M
|
|
|
Aug 28, 2024
Q1 2024
|
Farmers National Bank
Danville, KY |
BUY
|
- |
6+ 0.2% |
$3.55K - $4.75K
|
3.08K
$2.67M
|
|
|
Apr 04, 2024
Q1 2024
|
S. R. Schill & Associates
Mercer Island, WA |
BUY
|
- |
5+ 0.56% |
$2.96K - $3.96K
|
904
$785K
|
|
|
Apr 15, 2024
Q1 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
5+ 1.27% |
$2.96K - $3.96K
|
398
$346K
|
|
|
Apr 15, 2024
Q1 2024
|
Benin Management Corp
|
BUY
|
- |
5+ 0.66% |
$2.96K - $3.96K
|
759
$659K
|
|
|
Apr 15, 2024
Q1 2024
|
Affiance Financial, LLC
|
BUY
|
- |
5+ 0.27% |
$2.96K - $3.96K
|
1.84K
$1.6M
|
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
5+ 0.83% |
$2.96K - $3.96K
|
611
$531K
|
|
|
Apr 17, 2024
Q1 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
5+ 0.14% |
$2.96K - $3.96K
|
3.52K
$3.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
5+ 1.11% |
$2.96K - $3.96K
|
454
$394K
|
|
|
Apr 19, 2024
Q1 2024
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
5+ 0.2% |
$2.96K - $3.96K
|
2.45K
$2.13M
|
|
|
Apr 25, 2024
Q1 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
5+ 0.3% |
$2.96K - $3.96K
|
1.67K
$1.45M
|
|
|
Apr 26, 2024
Q1 2024
|
Carlton Hofferkamp & Jenks Wealth Management, LLC
|
BUY
|
- |
5+ 1.26% |
$2.96K - $3.96K
|
402
$349K
|
|
|
May 02, 2024
Q1 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
5+ 1.27% |
$2.96K - $3.96K
|
398
$346K
|
|
|
May 02, 2024
Q1 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
5+ 0.99% |
$2.96K - $3.96K
|
511
$444K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
5+ 0.32% |
$2.96K - $3.96K
|
1.58K
$1.37M
|
|
|
May 13, 2024
Q1 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
5+ 0.49% |
$2.96K - $3.96K
|
1.03K
$891K
|
|
|
May 15, 2024
Q1 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
BUY
|
- |
5+ 0.5% |
$2.96K - $3.96K
|
1K
$870K
|
|
|
Apr 10, 2024
Q1 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
4+ 1.12% |
$2.37K - $3.17K
|
361
$314K
|
|
|
Apr 11, 2024
Q1 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
4+ 0.57% |
$2.37K - $3.17K
|
704
$612K
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
4+ 0.18% |
$2.37K - $3.17K
|
2.25K
$1.96M
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
4+ 0.14% |
$2.37K - $3.17K
|
2.92K
$2.54M
|
|
|
Apr 16, 2024
Q1 2024
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
4+ 4.0% |
$2.37K - $3.17K
|
104
$90.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
4+ 0.18% |
$2.37K - $3.17K
|
2.26K
$1.97M
|
|
|
Apr 23, 2024
Q1 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
4+ 0.39% |
$2.37K - $3.17K
|
1.04K
$904K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Advisors LLC
Winchester, TN |
BUY
|
- |
4+ 0.2% |
$2.37K - $3.17K
|
2.04K
$1.77M
|
|
|
May 03, 2024
Q1 2024
|
Wealth Trust Asset Management, LLC
Destin, FL |
BUY
|
- |
4+ 0.13% |
$2.37K - $3.17K
|
3.04K
$2.64M
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
4+ 0.15% |
$2.37K - $3.17K
|
2.7K
$2.35M
|
|
|
May 08, 2024
Q1 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
4+ 0.13% |
$2.37K - $3.17K
|
3K
$2.61M
|
|
|
May 14, 2024
Q1 2024
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
4+ 0.79% |
$2.37K - $3.17K
|
512
$445K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
4+ 2.38% |
$2.37K - $3.17K
|
172
$149K
|
|
|
Jan 30, 2025
Q1 2024
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
4+ 0.1% |
$2.37K - $3.17K
|
4K
$3.48M
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
3+ 0.13% |
$1.78K - $2.38K
|
2.25K
$1.95M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
3+ 0.09% |
$1.78K - $2.38K
|
3.4K
$2.95M
|
|
|
Apr 22, 2024
Q1 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
3+ 0.22% |
$1.78K - $2.38K
|
1.36K
$1.18M
|
|
|
Apr 23, 2024
Q1 2024
|
Klr Investment Advisors, LLC
Providence, RI |
BUY
|
- |
3+ 0.64% |
$1.78K - $2.38K
|
473
$411K
|
|
|
Apr 24, 2024
Q1 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
3+ 0.76% |
$1.78K - $2.38K
|
399
$347K
|
|
|
Apr 24, 2024
Q1 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
3+ 0.33% |
$1.78K - $2.38K
|
915
$795K
|