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 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-148- 1.5% |
$87.6K - $117K
|
9.73K
$8.45M
|
|
|
Apr 16, 2024
Q1 2024
|
Occidental Asset Management, LLC
|
SELL
|
- |
-149- 8.68% |
$88.2K - $118K
|
1.57K
$1.36M
|
|
|
Apr 19, 2024
Q1 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
SELL
|
- |
-150- 18.75% |
$88.8K - $119K
|
650
$565K
|
|
|
May 09, 2024
Q1 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-150- 2.44% |
$88.8K - $119K
|
6K
$5.22M
|
|
|
May 13, 2024
Q1 2024
|
Paradigm Asset Management CO LLC
|
SELL
|
- |
-150- 30.0% |
$88.8K - $119K
|
350
$304K
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-150- 3.85% |
$88.8K - $119K
|
3.75K
$3.26M
|
|
|
May 15, 2024
Q1 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-150- 7.36% |
$88.8K - $119K
|
1.89K
$1.64M
|
|
|
Apr 22, 2024
Q1 2024
|
Signature Wealth Management Group
|
SELL
|
- |
-154- 16.01% |
$91.2K - $122K
|
808
$702K
|
|
|
May 03, 2024
Q1 2024
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-155- 1.81% |
$91.8K - $123K
|
8.4K
$7.3M
|
|
|
May 13, 2024
Q1 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
SELL
|
- |
-155- 1.2% |
$91.8K - $123K
|
12.8K
$11.1M
|
|
|
Jun 13, 2024
Q1 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-156- 8.31% |
$92.4K - $124K
|
1.72K
$1.5M
|
|
|
Apr 15, 2024
Q1 2024
|
Capitol Family Office, Inc.
|
SELL
|
- |
-157- 4.31% |
$93K - $124K
|
3.49K
$3.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
SELL
|
- |
-157- 25.2% |
$93K - $124K
|
466
$405K
|
|
|
May 15, 2024
Q1 2024
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
SELL
|
- |
-157- 30.02% |
$93K - $124K
|
366
$318K
|
|
|
Apr 26, 2024
Q1 2024
|
Opus Capital Group, LLC
|
SELL
|
- |
-159- 12.43% |
$94.2K - $126K
|
1.12K
$973K
|
|
|
May 08, 2024
Q1 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-159- 7.13% |
$94.2K - $126K
|
2.07K
$1.8M
|
|
|
May 14, 2024
Q1 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
SELL
|
- |
-159- 16.58% |
$94.2K - $126K
|
800
$695K
|
|
|
May 01, 2024
Q1 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-160- 10.84% |
$94.8K - $127K
|
1.32K
$1.14M
|
|
|
May 14, 2024
Q1 2024
|
D L Carlson Investment Group Inc
Concord, NH |
SELL
|
- |
-160- 2.42% |
$94.8K - $127K
|
6.46K
$5.61M
|
|
|
Apr 10, 2024
Q1 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-161- 4.1% |
$95.3K - $128K
|
3.77K
$3.27M
|
|
|
May 02, 2024
Q1 2024
|
Fny Investment Advisers, LLC
|
SELL
|
- |
-161- 44.6% |
$95.3K - $128K
|
200
$174K
|
|
|
May 08, 2024
Q1 2024
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-162- 6.93% |
$95.9K - $128K
|
2.18K
$1.89M
|
|
|
May 15, 2024
Q1 2024
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-162- 11.64% |
$95.9K - $128K
|
1.23K
$1.07M
|
|
|
May 14, 2024
Q1 2024
|
Lgt Fund Management CO Ltd.
|
SELL
|
- |
-163- 1.71% |
$96.5K - $129K
|
9.36K
$8.13M
|
|
|
Apr 26, 2024
Q1 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
SELL
|
- |
-164- 0.74% |
$97.1K - $130K
|
21.9K
$19M
|
|
|
May 13, 2024
Q1 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-164- 9.42% |
$97.1K - $130K
|
1.58K
$1.37M
|
|
|
May 15, 2024
Q1 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-164- 3.83% |
$97.1K - $130K
|
4.12K
$3.58M
|
|
|
May 02, 2024
Q1 2024
|
Cabot Wealth Management Inc
|
SELL
|
- |
-166- 2.52% |
$98.3K - $132K
|
6.43K
$5.59M
|
|
|
May 09, 2024
Q1 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
SELL
|
- |
-167- 1.27% |
$98.9K - $132K
|
13K
$11.3M
|
|
|
May 01, 2024
Q1 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
SELL
|
- |
-169- 2.17% |
$100K - $134K
|
7.61K
$6.61M
|
|
|
Apr 17, 2024
Q1 2024
|
Seneca House Advisors
|
SELL
|
- |
-170- 12.67% |
$101K - $135K
|
1.17K
$1.02M
|
|
|
May 01, 2024
Q1 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-170- 0.9% |
$101K - $135K
|
18.6K
$16.2M
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-170- 1.37% |
$101K - $135K
|
12.2K
$10.6M
|
|
|
May 13, 2024
Q1 2024
|
Mqs Management LLC
|
SELL
|
- |
-173- 24.26% |
$102K - $137K
|
540
$469K
|
|
|
Apr 17, 2024
Q1 2024
|
Home Federal Bank Of Tennessee
|
SELL
|
- |
-174- 1.29% |
$103K - $138K
|
13.3K
$11.5M
|
|
|
Apr 26, 2024
Q1 2024
|
Baxter Bros Inc
|
SELL
|
- |
-175- 8.2% |
$104K - $139K
|
1.96K
$1.7M
|
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-175- 19.8% |
$104K - $139K
|
709
$616K
|
|
|
May 13, 2024
Q1 2024
|
Puzo Michael J
|
SELL
|
- |
-175- 13.73% |
$104K - $139K
|
1.1K
$956K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-176- 3.51% |
$104K - $139K
|
4.83K
$4.2M
|
|
|
May 13, 2024
Q1 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-176- 4.56% |
$104K - $139K
|
3.69K
$3.2M
|
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-177- 5.92% |
$105K - $140K
|
2.81K
$2.45M
|
|
|
Apr 29, 2024
Q1 2024
|
Signet Investment Advisory Group, Inc.
|
SELL
|
- |
-180- 2.35% |
$107K - $143K
|
7.47K
$6.49M
|
|
|
Apr 15, 2024
Q1 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-181- 5.27% |
$107K - $143K
|
3.25K
$2.83M
|
|
|
May 03, 2024
Q1 2024
|
Buckhead Capital Management LLC
|
SELL
|
- |
-184- 8.75% |
$109K - $146K
|
1.92K
$1.67M
|
|
|
May 17, 2024
Q1 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-184- 3.71% |
$109K - $146K
|
4.77K
$4.15M
|
|
|
Apr 22, 2024
Q1 2024
|
Boston Trust Walden Corp
|
SELL
|
- |
-185- 5.1% |
$110K - $147K
|
3.44K
$2.99M
|
|
|
May 02, 2024
Q1 2024
|
Diversified, LLC
|
SELL
|
- |
-186- 19.35% |
$110K - $147K
|
775
$673K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-186- 7.14% |
$110K - $147K
|
2.42K
$2.1M
|
|
|
Apr 29, 2024
Q1 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-187- 41.1% |
$111K - $148K
|
268
$233K
|
|
|
May 16, 2024
Q1 2024
|
First Western Trust Bank
Denver, CO |
SELL
|
- |
-189- 11.32% |
$112K - $150K
|
1.48K
$1.29M
|