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
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
1+ 0.18% |
$592 - $792
|
552
$464K
|
|
|
May 08, 2024
Q1 2024
|
Planning Directions Inc
|
BUY
|
- |
1+ 0.29% |
$592 - $792
|
345
$290K
|
|
|
May 09, 2024
Q1 2024
|
J. L. Bainbridge & Co., Inc.
|
BUY
|
- |
1+ 0.03% |
$592 - $792
|
3.43K
$2.88M
|
|
|
May 09, 2024
Q1 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1+ 0.16% |
$592 - $792
|
635
$533K
|
|
|
May 10, 2024
Q1 2024
|
Financial Avengers, Inc.
Oakland, CA |
BUY
|
- |
1+ 0.29% |
$592 - $792
|
343
$288K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
1+ 0.04% |
$592 - $792
|
2.8K
$2.35M
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1+ 0.08% |
$592 - $792
|
1.33K
$1.12M
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
1+ 0.07% |
$592 - $792
|
1.48K
$1.24M
|
|
|
May 17, 2024
Q1 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
1+ 6.67% |
$592 - $792
|
16
$13.4K
|
|
|
Aug 14, 2024
Q1 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
1+ 0.06% |
$592 - $792
|
1.64K
$1.38M
|
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-1- 0.21% |
$592 - $792
|
486
$408K
|
|
|
Apr 26, 2024
Q1 2024
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-1- 0.18% |
$592 - $792
|
553
$464K
|
|
|
Apr 30, 2024
Q1 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-1- 0.04% |
$592 - $792
|
2.38K
$2M
|
|
|
May 01, 2024
Q1 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-1- 0.1% |
$592 - $792
|
1K
$842K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-1- 0.02% |
$592 - $792
|
4.83K
$4.06M
|
|
|
May 02, 2024
Q1 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-1- 0.14% |
$592 - $792
|
723
$607K
|
|
|
May 06, 2024
Q1 2024
|
Van Hulzen Asset Management, LLC
|
SELL
|
- |
-1- 0.05% |
$592 - $792
|
2.11K
$1.77M
|
|
|
May 06, 2024
Q1 2024
|
Gallacher Capital Management LLC
Lone Tree, CO |
SELL
|
- |
-1- 0.24% |
$592 - $792
|
421
$354K
|
|
|
May 07, 2024
Q1 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-1- 1.12% |
$592 - $792
|
88
$73.9K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1- -0.0% |
$592 - $792
|
37.4K
$31.4M
|
|
|
May 14, 2024
Q1 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-1- 0.03% |
$592 - $792
|
3.2K
$2.69M
|
|
|
May 14, 2024
Q1 2024
|
Lantern Wealth Advisors, LLC
Melville, NY |
SELL
|
- |
-1- 0.09% |
$592 - $792
|
1.07K
$898K
|
|
|
May 15, 2024
Q1 2024
|
First Business Financial Services, Inc.
|
SELL
|
- |
-1- 0.02% |
$592 - $792
|
5.3K
$4.45M
|
|
|
May 15, 2024
Q1 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-1- 0.29% |
$592 - $792
|
343
$288K
|
|
|
Oct 29, 2024
Q1 2024
|
Cypress Capital, LLC
|
SELL
|
- |
-1- 0.19% |
$592 - $792
|
529
$444K
|
|
|
Apr 11, 2024
Q1 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-2- 0.13% |
$1.18K - $1.58K
|
1.49K
$1.25M
|
|
|
Apr 15, 2024
Q1 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-2- 0.25% |
$1.18K - $1.58K
|
800
$672K
|
|
|
Apr 18, 2024
Q1 2024
|
626 Financial, LLC
|
SELL
|
- |
-2- 0.09% |
$1.18K - $1.58K
|
2.32K
$1.95M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-2- 0.09% |
$1.18K - $1.58K
|
2.28K
$1.91M
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
SELL
|
- |
-2- 0.56% |
$1.18K - $1.58K
|
356
$299K
|
|
|
Apr 22, 2024
Q1 2024
|
Sentry LLC
Memphis, TN |
SELL
|
- |
-2- 0.04% |
$1.18K - $1.58K
|
5.01K
$4.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Covenant Partners, LLC
|
SELL
|
- |
-2- 0.2% |
$1.18K - $1.58K
|
1K
$841K
|
|
|
Apr 30, 2024
Q1 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-2- 1.15% |
$1.18K - $1.58K
|
172
$144K
|
|
|
May 09, 2024
Q1 2024
|
Roberts Glore & CO Inc
Deerfield, IL |
SELL
|
- |
-2- 0.32% |
$1.18K - $1.58K
|
625
$525K
|
|
|
May 09, 2024
Q1 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-2- 0.44% |
$1.18K - $1.58K
|
451
$379K
|
|
|
May 14, 2024
Q1 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-2- 0.39% |
$1.18K - $1.58K
|
507
$426K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
SELL
|
- |
-3- 0.09% |
$1.78K - $2.38K
|
3.28K
$2.76M
|
|
|
Apr 18, 2024
Q1 2024
|
Integrated Investment Consultants, LLC
|
SELL
|
- |
-3- 0.16% |
$1.78K - $2.38K
|
1.86K
$1.57M
|
|
|
Apr 25, 2024
Q1 2024
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
SELL
|
- |
-3- 0.26% |
$1.78K - $2.38K
|
1.17K
$979K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-3- 0.53% |
$1.78K - $2.38K
|
558
$469K
|
|
|
May 06, 2024
Q1 2024
|
Barnes Pettey Financial Advisors, LLC
|
SELL
|
- |
-3- 0.51% |
$1.78K - $2.38K
|
588
$494K
|
|
|
May 09, 2024
Q1 2024
|
American Money Management, LLC
|
SELL
|
- |
-3- 0.06% |
$1.78K - $2.38K
|
4.75K
$3.99M
|
|
|
May 14, 2024
Q1 2024
|
Acima Private Wealth, LLC
Richmond, VA |
SELL
|
- |
-3- 0.7% |
$1.78K - $2.38K
|
426
$358K
|
|
|
May 15, 2024
Q1 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-3- 0.43% |
$1.78K - $2.38K
|
696
$585K
|
|
|
Apr 05, 2024
Q1 2024
|
Somerset Trust CO
|
SELL
|
- |
-4- 0.69% |
$2.37K - $3.17K
|
573
$481K
|
|
|
Apr 11, 2024
Q1 2024
|
First Affirmative Financial Network
|
SELL
|
- |
-4- 0.31% |
$2.37K - $3.17K
|
1.28K
$1.07M
|
|
|
Apr 12, 2024
Q1 2024
|
Tilia Fiduciary Partners, Inc.
|
SELL
|
- |
-4- 0.38% |
$2.37K - $3.17K
|
1.05K
$884K
|
|
|
Apr 15, 2024
Q1 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-4- 0.38% |
$2.37K - $3.17K
|
1.05K
$882K
|
|
|
Apr 15, 2024
Q1 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-4- 0.41% |
$2.37K - $3.17K
|
976
$820K
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-4- 0.56% |
$2.37K - $3.17K
|
713
$599K
|