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 18, 2024
Q1 2024
|
Nvest Financial, LLC
|
SELL
|
- |
-4- 0.26% |
$2.37K - $3.17K
|
1.54K
$1.29M
|
|
|
Apr 23, 2024
Q1 2024
|
Live Oak Private Wealth LLC
|
SELL
|
- |
-4- 0.22% |
$2.37K - $3.17K
|
1.8K
$1.51M
|
|
|
Apr 24, 2024
Q1 2024
|
Berkshire Bank
|
SELL
|
- |
-4- 0.11% |
$2.37K - $3.17K
|
3.48K
$2.92M
|
|
|
May 15, 2024
Q1 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-4- 0.29% |
$2.37K - $3.17K
|
1.36K
$1.14M
|
|
|
Apr 12, 2024
Q1 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-5- 0.16% |
$2.96K - $3.96K
|
3.14K
$2.63M
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-5- 1.22% |
$2.96K - $3.96K
|
405
$340K
|
|
|
Apr 17, 2024
Q1 2024
|
Lvz, Inc.
|
SELL
|
- |
-5- 0.6% |
$2.96K - $3.96K
|
830
$697K
|
|
|
Apr 19, 2024
Q1 2024
|
Dmg Group, LLC
Birmingham, AL |
SELL
|
- |
-5- 0.33% |
$2.96K - $3.96K
|
1.52K
$1.27M
|
|
|
Apr 23, 2024
Q1 2024
|
Pinnacle West Asset Management, Inc.
Casper, WY |
SELL
|
- |
-5- 0.11% |
$2.96K - $3.96K
|
4.57K
$3.83M
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-5- 0.73% |
$2.96K - $3.96K
|
682
$573K
|
|
|
Apr 29, 2024
Q1 2024
|
Heritage Investors Management Corp
|
SELL
|
- |
-5- 0.59% |
$2.96K - $3.96K
|
837
$703K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-5- 0.15% |
$2.96K - $3.96K
|
3.43K
$2.88M
|
|
|
May 08, 2024
Q1 2024
|
Shufro Rose & CO LLC
|
SELL
|
- |
-5- 0.01% |
$2.96K - $3.96K
|
45.6K
$38.3M
|
|
|
May 10, 2024
Q1 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-5- 1.07% |
$2.96K - $3.96K
|
461
$387K
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-5- 1.02% |
$2.96K - $3.96K
|
483
$406K
|
|
|
Jun 10, 2024
Q1 2024
|
Hamilton Wealth, LLC
|
SELL
|
- |
-5- 0.87% |
$2.96K - $3.96K
|
569
$478K
|
|
|
Apr 10, 2024
Q1 2024
|
Bruce G. Allen Investments, LLC
Denver, CO |
SELL
|
- |
-6- 1.64% |
$3.55K - $4.75K
|
360
$302K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
SELL
|
- |
-6- 0.53% |
$3.55K - $4.75K
|
1.13K
$946K
|
|
|
Apr 19, 2024
Q1 2024
|
Better Wealth, LLC
|
SELL
|
- |
-6- 1.05% |
$3.55K - $4.75K
|
568
$477K
|
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-6- 0.21% |
$3.55K - $4.75K
|
2.82K
$2.36M
|
|
|
Apr 26, 2024
Q1 2024
|
Augustine Asset Management Inc
|
SELL
|
- |
-6- 1.43% |
$3.55K - $4.75K
|
413
$347K
|
|
|
Apr 29, 2024
Q1 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-6- 0.24% |
$3.55K - $4.75K
|
2.48K
$2.08M
|
|
|
May 02, 2024
Q1 2024
|
Wright Investors Service Inc
|
SELL
|
- |
-6- 0.21% |
$3.55K - $4.75K
|
2.88K
$2.42M
|
|
|
May 14, 2024
Q1 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-6- 0.06% |
$3.55K - $4.75K
|
9.52K
$8M
|
|
|
Apr 18, 2024
Q1 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-7- 1.06% |
$4.15K - $5.55K
|
651
$547K
|
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-7- 0.58% |
$4.15K - $5.55K
|
1.2K
$1.01M
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-7- 2.18% |
$4.15K - $5.55K
|
314
$264K
|
|
|
Apr 22, 2024
Q1 2024
|
Cahaba Wealth Management, Inc.
|
SELL
|
- |
-7- 0.46% |
$4.15K - $5.55K
|
1.53K
$1.28M
|
|
|
Apr 30, 2024
Q1 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-7- 1.2% |
$4.15K - $5.55K
|
578
$485K
|
|
|
May 02, 2024
Q1 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-7- 1.02% |
$4.15K - $5.55K
|
680
$571K
|
|
|
May 03, 2024
Q1 2024
|
Richardson Financial Services Inc.
Medway, MA |
SELL
|
- |
-7- 9.46% |
$4.15K - $5.55K
|
67
$56.3K
|
|
|
May 08, 2024
Q1 2024
|
Emerald Mutual Fund Advisers Trust
|
SELL
|
- |
-7- 3.2% |
$4.15K - $5.55K
|
212
$178K
|
|
|
May 14, 2024
Q1 2024
|
German American Bancorp, Inc.
Jasper, IN |
SELL
|
- |
-7- 0.32% |
$4.15K - $5.55K
|
2.15K
$1.8M
|
|
|
May 15, 2024
Q1 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-7- 1.23% |
$4.15K - $5.55K
|
560
$470K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-8- 0.28% |
$4.74K - $6.34K
|
2.86K
$2.4M
|
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-8- 1.92% |
$4.74K - $6.34K
|
409
$344K
|
|
|
May 03, 2024
Q1 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-8- 1.54% |
$4.74K - $6.34K
|
513
$431K
|
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-8- 0.38% |
$4.74K - $6.34K
|
2.11K
$1.77M
|
|
|
May 10, 2024
Q1 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-8- 0.2% |
$4.74K - $6.34K
|
3.92K
$3.29M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-8- 0.8% |
$4.74K - $6.34K
|
994
$835K
|
|
|
May 14, 2024
Q1 2024
|
Ssi Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-8- 1.08% |
$4.74K - $6.34K
|
736
$618K
|
|
|
Apr 18, 2024
Q1 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
SELL
|
- |
-9- 3.6% |
$5.33K - $7.13K
|
241
$202K
|
|
|
Apr 23, 2024
Q1 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-9- 1.17% |
$5.33K - $7.13K
|
763
$641K
|
|
|
May 09, 2024
Q1 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-9- 0.5% |
$5.33K - $7.13K
|
1.79K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
SELL
|
- |
-9- 0.31% |
$5.33K - $7.13K
|
2.89K
$2.43M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-9- 0.34% |
$5.33K - $7.13K
|
2.67K
$2.24M
|
|
|
Apr 08, 2024
Q1 2024
|
Jvl Associates LLC
|
SELL
|
- |
-10- 1.7% |
$5.92K - $7.92K
|
578
$485K
|
|
|
Apr 09, 2024
Q1 2024
|
Monterey Private Wealth, Inc.
|
SELL
|
- |
-10- 0.74% |
$5.92K - $7.92K
|
1.33K
$1.12M
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-10- 0.19% |
$5.92K - $7.92K
|
5.21K
$4.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Courier Capital LLC
|
SELL
|
- |
-10- 0.2% |
$5.92K - $7.92K
|
4.96K
$4.17M
|