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 25, 2024
Q1 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
3+ 0.56% |
$1.78K - $2.38K
|
542
$471K
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
BUY
|
- |
3+ 0.08% |
$1.78K - $2.38K
|
3.6K
$3.13M
|
|
May 06, 2024
Q1 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
3+ 0.64% |
$1.78K - $2.38K
|
471
$409K
|
|
May 07, 2024
Q1 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
3+ 0.18% |
$1.78K - $2.38K
|
1.63K
$1.42M
|
|
May 07, 2024
Q1 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
3+ 0.09% |
$1.78K - $2.38K
|
3.33K
$2.9M
|
|
May 09, 2024
Q1 2024
|
Renasant Bank
|
BUY
|
- |
3+ 0.14% |
$1.78K - $2.38K
|
2.18K
$1.9M
|
|
May 13, 2024
Q1 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
3+ 0.07% |
$1.78K - $2.38K
|
4.35K
$3.78M
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
2+ 0.03% |
$1.18K - $1.58K
|
7.4K
$6.43M
|
|
Apr 12, 2024
Q1 2024
|
Gleason Group, Inc.
|
BUY
|
- |
2+ 0.09% |
$1.18K - $1.58K
|
2.25K
$1.95M
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
2+ 0.03% |
$1.18K - $1.58K
|
6.55K
$5.69M
|
|
Apr 15, 2024
Q1 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
2+ 0.31% |
$1.18K - $1.58K
|
648
$563K
|
|
Apr 18, 2024
Q1 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
2+ 0.09% |
$1.18K - $1.58K
|
2.29K
$1.99M
|
|
Apr 19, 2024
Q1 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
2+ 0.29% |
$1.18K - $1.58K
|
690
$600K
|
|
Apr 22, 2024
Q1 2024
|
New World Advisors LLC
Hingham, MA |
BUY
|
- |
2+ 0.49% |
$1.18K - $1.58K
|
411
$357K
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2+ 0.17% |
$1.18K - $1.58K
|
1.15K
$1M
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2+ 0.07% |
$1.18K - $1.58K
|
3.04K
$2.64M
|
|
May 08, 2024
Q1 2024
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 0.39% |
$1.18K - $1.58K
|
519
$451K
|
|
May 09, 2024
Q1 2024
|
Motco
|
BUY
|
- |
2+ 0.02% |
$1.18K - $1.58K
|
9.22K
$8.01M
|
|
May 13, 2024
Q1 2024
|
Birch Hill Investment Advisors LLC
|
BUY
|
- |
2+ 0.46% |
$1.18K - $1.58K
|
441
$383K
|
|
May 14, 2024
Q1 2024
|
Horizon Kinetics Asset Management LLC
|
BUY
|
- |
2+ 0.04% |
$1.18K - $1.58K
|
4.76K
$4.13M
|
|
May 15, 2024
Q1 2024
|
Fusion Capital, LLC
|
BUY
|
- |
2+ 0.13% |
$1.18K - $1.58K
|
1.55K
$1.35M
|
|
Sep 23, 2024
Q1 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
2+ 0.16% |
$1.18K - $1.58K
|
1.22K
$1.06M
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2+ 3.57% |
$1.18K - $1.58K
|
58
$50.4K
|
|
May 10, 2024
Q1 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
1+ 0.03% |
$592 - $792
|
3.43K
$2.98M
|
|
Apr 10, 2024
Q1 2024
|
Tl Private Wealth
|
BUY
|
- |
1+ 0.15% |
$592 - $792
|
671
$583K
|
|
Apr 10, 2024
Q1 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
1+ 0.07% |
$592 - $792
|
1.44K
$1.25M
|
|
Apr 12, 2024
Q1 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.19% |
$592 - $792
|
527
$458K
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.19% |
$592 - $792
|
516
$448K
|
|
Apr 17, 2024
Q1 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
1+ 0.27% |
$592 - $792
|
376
$327K
|
|
Apr 17, 2024
Q1 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
1+ 4.35% |
$592 - $792
|
24
$20.9K
|
|
Apr 19, 2024
Q1 2024
|
E&G Advisors, LP
|
BUY
|
- |
1+ 0.04% |
$592 - $792
|
2.55K
$2.22M
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1+ 0.23% |
$592 - $792
|
429
$373K
|
|
Apr 23, 2024
Q1 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
1+ 0.08% |
$592 - $792
|
1.21K
$1.05M
|
|
Apr 23, 2024
Q1 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1+ 0.08% |
$592 - $792
|
1.33K
$1.15M
|
|
Apr 25, 2024
Q1 2024
|
Center For Asset Management LLC
|
BUY
|
- |
1+ 0.16% |
$592 - $792
|
646
$561K
|
|
Apr 26, 2024
Q1 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1+ 0.18% |
$592 - $792
|
566
$492K
|
|
Apr 29, 2024
Q1 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
BUY
|
- |
1+ 0.15% |
$592 - $792
|
668
$580K
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
1+ 0.09% |
$592 - $792
|
1.07K
$932K
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.1% |
$592 - $792
|
1K
$871K
|
|
May 01, 2024
Q1 2024
|
Ballast Advisors LLC
|
BUY
|
- |
1+ 0.22% |
$592 - $792
|
453
$394K
|
|
May 06, 2024
Q1 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1+ 0.19% |
$592 - $792
|
514
$447K
|
|
May 07, 2024
Q1 2024
|
West End Advisors, LLC
|
BUY
|
- |
1+ 8.33% |
$592 - $792
|
13
$11.3K
|
|
May 07, 2024
Q1 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
1+ 0.11% |
$592 - $792
|
899
$781K
|
|
May 08, 2024
Q1 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
1+ 0.18% |
$592 - $792
|
552
$480K
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
BUY
|
- |
1+ 0.29% |
$592 - $792
|
345
$300K
|
|
May 09, 2024
Q1 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
1+ 0.03% |
$592 - $792
|
3.43K
$2.98M
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1+ 0.16% |
$592 - $792
|
635
$552K
|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 0.29% |
$592 - $792
|
343
$298K
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.04% |
$592 - $792
|
2.8K
$2.43M
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1+ 0.08% |
$592 - $792
|
1.33K
$1.16M
|