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 01, 2024
Q1 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-53- 1.67% |
$31.4K - $42K
|
3.11K
$2.7M
|
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
SELL
|
- |
-53- 10.77% |
$31.4K - $42K
|
439
$381K
|
|
|
Apr 19, 2024
Q1 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-54- 12.22% |
$32K - $42.8K
|
388
$337K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-54- 1.82% |
$32K - $42.8K
|
2.91K
$2.53M
|
|
|
Apr 26, 2024
Q1 2024
|
Planning Capital Management Corp
Paoli, PA |
SELL
|
- |
-55- 12.79% |
$32.6K - $43.6K
|
375
$326K
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-55- 5.53% |
$32.6K - $43.6K
|
940
$817K
|
|
|
May 07, 2024
Q1 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-55- 4.05% |
$32.6K - $43.6K
|
1.3K
$1.13M
|
|
|
May 10, 2024
Q1 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-56- 0.78% |
$33.2K - $44.4K
|
7.11K
$6.18M
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-56- 1.81% |
$33.2K - $44.4K
|
3.05K
$2.65M
|
|
|
Nov 13, 2024
Q1 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-57- 2.7% |
$33.8K - $45.2K
|
2.05K
$1.78M
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-58- 7.4% |
$34.3K - $46K
|
726
$631K
|
|
|
May 06, 2024
Q1 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-58- 48.74% |
$34.3K - $46K
|
61
$53K
|
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-58- 1.43% |
$34.3K - $46K
|
3.99K
$3.46M
|
|
|
May 14, 2024
Q1 2024
|
West Michigan Advisors, LLC
Holland, MI |
SELL
|
- |
-58- 2.23% |
$34.3K - $46K
|
2.54K
$2.21M
|
|
|
Apr 12, 2024
Q1 2024
|
Channel Wealth LLC
Santa Barbara, CA |
SELL
|
- |
-59- 1.06% |
$34.9K - $46.7K
|
5.49K
$4.77M
|
|
|
May 01, 2024
Q1 2024
|
Iq Eq Fund Management (Ireland) LTD
|
SELL
|
- |
-59- 16.21% |
$34.9K - $46.7K
|
305
$265K
|
|
|
Apr 19, 2024
Q1 2024
|
Ivc Wealth Advisors LLC
|
SELL
|
- |
-60- 2.6% |
$35.5K - $47.5K
|
2.25K
$1.95M
|
|
|
Apr 29, 2024
Q1 2024
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
SELL
|
- |
-60- 9.8% |
$35.5K - $47.5K
|
552
$480K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-60- 6.28% |
$35.5K - $47.5K
|
895
$778K
|
|
|
May 13, 2024
Q1 2024
|
Canton Hathaway, LLC
|
SELL
|
- |
-60- 2.8% |
$35.5K - $47.5K
|
2.09K
$1.81M
|
|
|
May 13, 2024
Q1 2024
|
Eagle Claw Capital Managment, LLC
Boston, MA |
SELL
|
- |
-60- 3.36% |
$35.5K - $47.5K
|
1.73K
$1.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Walker Asset Management, LLC
|
SELL
|
- |
-61- 7.98% |
$36.1K - $48.3K
|
703
$611K
|
|
|
May 06, 2024
Q1 2024
|
Ballast, Inc.
|
SELL
|
- |
-61- 1.32% |
$36.1K - $48.3K
|
4.58K
$3.98M
|
|
|
May 09, 2024
Q1 2024
|
Private Portfolio Partners LLC
|
SELL
|
- |
-61- 2.29% |
$36.1K - $48.3K
|
2.61K
$2.26M
|
|
|
May 10, 2024
Q1 2024
|
Peak Asset Management, LLC
Louisville, CO |
SELL
|
- |
-61- 13.74% |
$36.1K - $48.3K
|
383
$333K
|
|
|
Aug 08, 2024
Q1 2024
|
Christensen, King & Associates Investment Services, Inc.
Richland, WA |
SELL
|
- |
-61- 4.78% |
$36.1K - $48.3K
|
1.22K
$1.06M
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
SELL
|
- |
-62- 6.22% |
$36.7K - $49.1K
|
934
$812K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-63- 11.23% |
$37.3K - $49.9K
|
498
$433K
|
|
|
May 14, 2024
Q1 2024
|
Gladius Capital Management LP
Chicago, IL |
SELL
|
- |
-63- 5.23% |
$37.3K - $49.9K
|
1.14K
$991K
|
|
|
Apr 15, 2024
Q1 2024
|
Corundum Group, Inc.
|
SELL
|
- |
-64- 4.09% |
$37.9K - $50.7K
|
1.5K
$1.31M
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-64- 11.94% |
$37.9K - $50.7K
|
472
$410K
|
|
|
May 02, 2024
Q1 2024
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-64- 4.96% |
$37.9K - $50.7K
|
1.23K
$1.07M
|
|
|
Apr 15, 2024
Q1 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-65- 2.61% |
$38.5K - $51.5K
|
2.43K
$2.11M
|
|
|
Apr 23, 2024
Q1 2024
|
Cigna Investments Inc
Bloomfield, CT |
SELL
|
- |
-65- 0.73% |
$38.5K - $51.5K
|
8.9K
$7.73M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-65- 5.37% |
$38.5K - $51.5K
|
1.15K
$996K
|
|
|
Apr 18, 2024
Q1 2024
|
West Oak Capital, LLC
|
SELL
|
- |
-66- 0.89% |
$39.1K - $52.3K
|
7.38K
$6.41M
|
|
|
May 02, 2024
Q1 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-66- 5.72% |
$39.1K - $52.3K
|
1.09K
$945K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-66- 1.41% |
$39.1K - $52.3K
|
4.61K
$4.01M
|
|
|
May 13, 2024
Q1 2024
|
Balanced Wealth Group LLC
Westlake, OH |
SELL
|
- |
-66- 8.48% |
$39.1K - $52.3K
|
712
$619K
|
|
|
Aug 26, 2024
Q1 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
SELL
|
- |
-66- 12.34% |
$39.1K - $52.3K
|
469
$408K
|
|
|
Apr 16, 2024
Q1 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-67- 4.28% |
$39.7K - $53.1K
|
1.5K
$1.3M
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-67- 2.6% |
$39.7K - $53.1K
|
2.51K
$2.18M
|
|
|
Apr 17, 2024
Q1 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-68- 2.96% |
$40.3K - $53.9K
|
2.23K
$1.94M
|
|
|
May 03, 2024
Q1 2024
|
Silver Oak Advisory Group, Inc.
Portland, OR |
SELL
|
- |
-68- 9.51% |
$40.3K - $53.9K
|
647
$562K
|
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-68- 16.27% |
$40.3K - $53.9K
|
350
$304K
|
|
|
May 15, 2024
Q1 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-68- 11.81% |
$40.3K - $53.9K
|
508
$441K
|
|
|
Apr 12, 2024
Q1 2024
|
Wealth Management Partners, LLC
|
SELL
|
- |
-69- 4.2% |
$40.9K - $54.7K
|
1.57K
$1.37M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-69- 5.7% |
$40.9K - $54.7K
|
1.14K
$991K
|
|
|
Apr 16, 2024
Q1 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-69- 0.37% |
$40.9K - $54.7K
|
18.8K
$16.3M
|
|
|
May 08, 2024
Q1 2024
|
Emerald Advisers, LLC
|
SELL
|
- |
-69- 8.66% |
$40.9K - $54.7K
|
728
$633K
|