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 02, 2024
Q1 2024
|
Thompson Davis & Co., Inc.
|
SELL
|
- |
-40- 2.33% |
$23.7K - $31.7K
|
1.68K
$1.46M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-40- 3.69% |
$23.7K - $31.7K
|
1.04K
$907K
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-41- 1.58% |
$24.3K - $32.5K
|
2.56K
$2.22M
|
|
|
Apr 25, 2024
Q1 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-41- 0.8% |
$24.3K - $32.5K
|
5.11K
$4.44M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-41- 0.11% |
$24.3K - $32.5K
|
38.2K
$33.2M
|
|
|
Apr 25, 2024
Q1 2024
|
Bridges Investment Management Inc
|
SELL
|
- |
-42- 0.42% |
$24.9K - $33.3K
|
9.93K
$8.62M
|
|
|
May 21, 2024
Q1 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
SELL
|
- |
-42- 0.21% |
$24.9K - $33.3K
|
20.2K
$17.6M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-43- 0.35% |
$25.5K - $34.1K
|
12.2K
$10.6M
|
|
|
Apr 29, 2024
Q1 2024
|
First United Bank & Trust
|
SELL
|
- |
-44- 4.09% |
$26.1K - $34.9K
|
1.03K
$896K
|
|
|
Apr 22, 2024
Q1 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-45- 6.36% |
$26.6K - $35.7K
|
663
$576K
|
|
|
Apr 24, 2024
Q1 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-45- 0.73% |
$26.6K - $35.7K
|
6.08K
$5.28M
|
|
|
Apr 29, 2024
Q1 2024
|
Bordeaux Wealth Advisors LLC
|
SELL
|
- |
-45- 6.47% |
$26.6K - $35.7K
|
650
$565K
|
|
|
May 01, 2024
Q1 2024
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-45- 1.01% |
$26.6K - $35.7K
|
4.4K
$3.82M
|
|
|
May 09, 2024
Q1 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-45- 5.63% |
$26.6K - $35.7K
|
755
$656K
|
|
|
May 10, 2024
Q1 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-45- 1.22% |
$26.6K - $35.7K
|
3.63K
$3.15M
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-45- 2.25% |
$26.6K - $35.7K
|
1.95K
$1.7M
|
|
|
May 01, 2024
Q1 2024
|
Fortem Financial Group, LLC
|
SELL
|
- |
-46- 2.61% |
$27.2K - $36.4K
|
1.72K
$1.49M
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
SELL
|
- |
-46- 2.49% |
$27.2K - $36.4K
|
1.8K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-46- 3.83% |
$27.2K - $36.4K
|
1.16K
$1M
|
|
|
Apr 11, 2024
Q1 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-47- 1.39% |
$27.8K - $37.2K
|
3.33K
$2.89M
|
|
|
Apr 19, 2024
Q1 2024
|
Veracity Capital LLC
|
SELL
|
- |
-47- 1.47% |
$27.8K - $37.2K
|
3.15K
$2.74M
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-47- 9.07% |
$27.8K - $37.2K
|
471
$409K
|
|
|
Apr 30, 2024
Q1 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-47- 2.41% |
$27.8K - $37.2K
|
1.9K
$1.65M
|
|
|
May 09, 2024
Q1 2024
|
First Foundation Advisors
Irvine, CA |
SELL
|
- |
-47- 1.69% |
$27.8K - $37.2K
|
2.73K
$2.37M
|
|
|
May 15, 2024
Q1 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-47- 0.71% |
$27.8K - $37.2K
|
6.6K
$5.74M
|
|
|
Apr 15, 2024
Q1 2024
|
West Paces Advisors Inc.
Atlanta, GA |
SELL
|
- |
-48- 1.67% |
$28.4K - $38K
|
2.83K
$2.46M
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-48- 0.89% |
$28.4K - $38K
|
5.32K
$4.62M
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-49- 2.87% |
$29K - $38.8K
|
1.66K
$1.44M
|
|
|
May 03, 2024
Q1 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-49- 5.07% |
$29K - $38.8K
|
917
$797K
|
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-49- 9.21% |
$29K - $38.8K
|
483
$420K
|
|
|
May 13, 2024
Q1 2024
|
Waterloo Capital, L.P.
Austin, TX |
SELL
|
- |
-49- 3.87% |
$29K - $38.8K
|
1.22K
$1.06M
|
|
|
Apr 16, 2024
Q1 2024
|
Fidelity D & D Bancorp Inc
Dunmore, PA |
SELL
|
- |
-50- 12.66% |
$29.6K - $39.6K
|
345
$300K
|
|
|
Apr 19, 2024
Q1 2024
|
Fruth Investment Management
|
SELL
|
- |
-50- 2.52% |
$29.6K - $39.6K
|
1.94K
$1.68M
|
|
|
Apr 23, 2024
Q1 2024
|
Rice Hall James & Associates, LLC
|
SELL
|
- |
-50- 2.65% |
$29.6K - $39.6K
|
1.84K
$1.6M
|
|
|
Apr 24, 2024
Q1 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-50- 6.08% |
$29.6K - $39.6K
|
773
$672K
|
|
|
Apr 25, 2024
Q1 2024
|
First Personal Financial Services
|
SELL
|
- |
-50- 17.18% |
$29.6K - $39.6K
|
241
$209K
|
|
|
Apr 29, 2024
Q1 2024
|
First National Bank & Trust CO Of Newtown
|
SELL
|
- |
-50- 1.41% |
$29.6K - $39.6K
|
3.48K
$3.03M
|
|
|
Apr 30, 2024
Q1 2024
|
Tsp Capital Management Group, LLC
|
SELL
|
- |
-50- 0.25% |
$29.6K - $39.6K
|
20.4K
$17.7M
|
|
|
May 01, 2024
Q1 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-50- 3.85% |
$29.6K - $39.6K
|
1.25K
$1.09M
|
|
|
May 06, 2024
Q1 2024
|
Cfo4 Life Group, LLC
|
SELL
|
- |
-50- 5.15% |
$29.6K - $39.6K
|
920
$799K
|
|
|
May 08, 2024
Q1 2024
|
Draper Asset Management, LLC
Smithtown, NY |
SELL
|
- |
-50- 0.8% |
$29.6K - $39.6K
|
6.2K
$5.39M
|
|
|
May 14, 2024
Q1 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-50- 1.32% |
$29.6K - $39.6K
|
3.74K
$3.25M
|
|
|
May 15, 2024
Q1 2024
|
Talisman Wealth Advisors LLC
Mountainside, NJ |
SELL
|
- |
-50- 4.23% |
$29.6K - $39.6K
|
1.13K
$984K
|
|
|
May 17, 2024
Q1 2024
|
Advisory Resource Group
|
SELL
|
- |
-50- 2.89% |
$29.6K - $39.6K
|
1.68K
$1.46M
|
|
|
Apr 16, 2024
Q1 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-51- 1.0% |
$30.2K - $40.4K
|
5.03K
$4.37M
|
|
|
Apr 17, 2024
Q1 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-51- 1.64% |
$30.2K - $40.4K
|
3.06K
$2.66M
|
|
|
Jun 26, 2024
Q1 2024
|
Old Port Advisors
|
SELL
|
- |
-51- 4.05% |
$30.2K - $40.4K
|
1.21K
$1.05M
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-52- 13.27% |
$30.8K - $41.2K
|
340
$295K
|
|
|
Apr 17, 2024
Q1 2024
|
Successful Portfolios LLC
|
SELL
|
- |
-52- 3.97% |
$30.8K - $41.2K
|
1.26K
$1.09M
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-52- 0.75% |
$30.8K - $41.2K
|
6.88K
$5.98M
|