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 13, 2024
Q1 2024
|
Delta Asset Management LLC
Memphis, TN |
SELL
|
- |
-26- 3.47% |
$15.4K - $20.6K
|
723
$628K
|
|
|
Apr 24, 2024
Q1 2024
|
Cascade Investment Advisors, Inc.
Oregon City, OR |
SELL
|
- |
-27- 6.98% |
$16K - $21.4K
|
360
$313K
|
|
|
May 09, 2024
Q1 2024
|
Rhumbline Advisers
Boston, MA |
SELL
|
- |
-27- -0.0% |
$16K - $21.4K
|
1.54M
$1.34B
|
|
|
May 09, 2024
Q1 2024
|
Athena Investment Management
|
SELL
|
- |
-27- 1.78% |
$16K - $21.4K
|
1.49K
$1.29M
|
|
|
Apr 18, 2024
Q1 2024
|
O'Brien Wealth Partners LLC
|
SELL
|
- |
-28- 37.33% |
$16.6K - $22.2K
|
47
$40.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Lansing Street Advisors
|
SELL
|
- |
-29- 4.72% |
$17.2K - $23K
|
586
$509K
|
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-29- 0.75% |
$17.2K - $23K
|
3.82K
$3.32M
|
|
|
May 06, 2024
Q1 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-29- 2.14% |
$17.2K - $23K
|
1.33K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
Alcosta Capital Management, Inc.
San Ramon, CA |
SELL
|
- |
-29- 0.36% |
$17.2K - $23K
|
8.03K
$6.97M
|
|
|
May 14, 2024
Q1 2024
|
Kpp Advisory Services LLC
Louisville, KY |
SELL
|
- |
-29- 0.95% |
$17.2K - $23K
|
3.02K
$2.62M
|
|
|
Apr 22, 2024
Q1 2024
|
Mount Vernon Associates Inc
|
SELL
|
- |
-30- 2.68% |
$17.8K - $23.8K
|
1.09K
$947K
|
|
|
Apr 23, 2024
Q1 2024
|
Legacy Trust
Grand Rapids, MI |
SELL
|
- |
-30- 2.47% |
$17.8K - $23.8K
|
1.19K
$1.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-30- 4.62% |
$17.8K - $23.8K
|
620
$539K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-30- 6.67% |
$17.8K - $23.8K
|
420
$365K
|
|
|
Apr 30, 2024
Q1 2024
|
Joule Financial, LLC
|
SELL
|
- |
-30- 5.16% |
$17.8K - $23.8K
|
551
$479K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-30- 3.59% |
$17.8K - $23.8K
|
806
$700K
|
|
|
May 10, 2024
Q1 2024
|
1776 Wealth LLC
|
SELL
|
- |
-30- 2.49% |
$17.8K - $23.8K
|
1.18K
$1.02M
|
|
|
May 13, 2024
Q1 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
SELL
|
- |
-30- 16.76% |
$17.8K - $23.8K
|
149
$129K
|
|
|
May 14, 2024
Q1 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-30- 1.08% |
$17.8K - $23.8K
|
2.76K
$2.39M
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-31- 4.49% |
$18.4K - $24.6K
|
660
$573K
|
|
|
May 15, 2024
Q1 2024
|
Cape Cod Five Cents Savings Bank
Orleans, MA |
SELL
|
- |
-31- 1.22% |
$18.4K - $24.6K
|
2.5K
$2.17M
|
|
|
Apr 11, 2024
Q1 2024
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-32- 2.7% |
$19K - $25.4K
|
1.15K
$1M
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
SELL
|
- |
-32- 1.22% |
$19K - $25.4K
|
2.59K
$2.25M
|
|
|
May 02, 2024
Q1 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-32- 0.77% |
$19K - $25.4K
|
4.13K
$3.59M
|
|
|
Apr 02, 2024
Q1 2024
|
Peirce Capital Management, LLC
The Woodlands, TX |
SELL
|
- |
-33- 7.42% |
$19.5K - $26.1K
|
412
$358K
|
|
|
May 02, 2024
Q1 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
SELL
|
- |
-33- 3.77% |
$19.5K - $26.1K
|
842
$732K
|
|
|
May 09, 2024
Q1 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-33- 1.53% |
$19.5K - $26.1K
|
2.12K
$1.84M
|
|
|
May 14, 2024
Q1 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-33- 5.63% |
$19.5K - $26.1K
|
553
$480K
|
|
|
May 14, 2024
Q1 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-33- 3.72% |
$19.5K - $26.1K
|
853
$741K
|
|
|
May 15, 2024
Q1 2024
|
Mc Gowan Group Asset Management, Inc.
Dallas, TX |
SELL
|
- |
-33- 0.15% |
$19.5K - $26.1K
|
22.2K
$19.3M
|
|
|
Apr 15, 2024
Q1 2024
|
Security National Bank
|
SELL
|
- |
-34- 10.4% |
$20.1K - $26.9K
|
293
$255K
|
|
|
Apr 19, 2024
Q1 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-34- 4.43% |
$20.1K - $26.9K
|
733
$637K
|
|
|
May 08, 2024
Q1 2024
|
Sheets Smith Wealth Management
|
SELL
|
- |
-34- 1.49% |
$20.1K - $26.9K
|
2.25K
$1.96M
|
|
|
May 10, 2024
Q1 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-34- 0.46% |
$20.1K - $26.9K
|
7.31K
$6.35M
|
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-35- 5.12% |
$20.7K - $27.7K
|
649
$564K
|
|
|
Apr 15, 2024
Q1 2024
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-35- 4.77% |
$20.7K - $27.7K
|
699
$607K
|
|
|
Apr 16, 2024
Q1 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-35- 2.77% |
$20.7K - $27.7K
|
1.23K
$1.07M
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-35- 11.67% |
$20.7K - $27.7K
|
265
$230K
|
|
|
Apr 23, 2024
Q1 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-35- 0.19% |
$20.7K - $27.7K
|
18K
$15.6M
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-35- 16.2% |
$20.7K - $27.7K
|
181
$157K
|
|
|
Apr 23, 2024
Q1 2024
|
Meredith Wealth Planning
Maryville, IL |
SELL
|
- |
-36- 8.87% |
$21.3K - $28.5K
|
370
$321K
|
|
|
Apr 30, 2024
Q1 2024
|
Tfc Financial Management
|
SELL
|
- |
-36- 12.9% |
$21.3K - $28.5K
|
243
$211K
|
|
|
Apr 15, 2024
Q1 2024
|
Mosley Wealth Management
Anaheim, CA |
SELL
|
- |
-37- 3.52% |
$21.9K - $29.3K
|
1.01K
$881K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-37- 3.08% |
$21.9K - $29.3K
|
1.17K
$1.01M
|
|
|
Apr 18, 2024
Q1 2024
|
Buffington Mohr Mc Neal
|
SELL
|
- |
-38- 1.27% |
$22.5K - $30.1K
|
2.97K
$2.58M
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-38- 7.57% |
$22.5K - $30.1K
|
464
$403K
|
|
|
May 06, 2024
Q1 2024
|
Tfg Advisers LLC
|
SELL
|
- |
-38- 1.18% |
$22.5K - $30.1K
|
3.19K
$2.77M
|
|
|
Apr 09, 2024
Q1 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-39- 0.18% |
$23.1K - $30.9K
|
21.7K
$18.8M
|
|
|
May 13, 2024
Q1 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
SELL
|
- |
-39- 7.49% |
$23.1K - $30.9K
|
482
$419K
|
|
|
Apr 11, 2024
Q1 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-40- 0.92% |
$23.7K - $31.7K
|
4.3K
$3.74M
|