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
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-290- 1.7% |
$172K - $230K
|
16.8K
$14.7M
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
SELL
|
- |
-292- 2.13% |
$173K - $231K
|
13.4K
$11.8M
|
|
May 09, 2024
Q1 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-292- 1.53% |
$173K - $231K
|
18.8K
$16.5M
|
|
May 13, 2024
Q1 2024
|
Beirne Wealth Consulting Services, LLC
|
SELL
|
- |
-292- 49.83% |
$173K - $231K
|
294
$258K
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
SELL
|
- |
-296- 5.51% |
$175K - $235K
|
5.07K
$4.46M
|
|
May 14, 2024
Q1 2024
|
Metropolitan Life Insurance CO
New York, NY |
SELL
|
- |
-296- 0.91% |
$175K - $235K
|
32.2K
$28.2M
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-297- 23.78% |
$176K - $235K
|
952
$836K
|
|
Apr 17, 2024
Q1 2024
|
Red Door Wealth Management, LLC
|
SELL
|
- |
-299- 14.06% |
$177K - $237K
|
1.83K
$1.6M
|
|
May 09, 2024
Q1 2024
|
Vision Capital Management, Inc.
Portland, OR |
SELL
|
- |
-299- 4.52% |
$177K - $237K
|
6.31K
$5.54M
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-300- 23.04% |
$178K - $238K
|
1K
$880K
|
|
Apr 30, 2024
Q1 2024
|
Braun Stacey Associates Inc
|
SELL
|
- |
-300- 0.45% |
$178K - $238K
|
66.3K
$58.2M
|
|
May 07, 2024
Q1 2024
|
Sather Financial Group Inc
|
SELL
|
- |
-300- 15.76% |
$178K - $238K
|
1.6K
$1.41M
|
|
Apr 29, 2024
Q1 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-305- 2.24% |
$181K - $242K
|
13.3K
$11.7M
|
|
May 15, 2024
Q1 2024
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-305- 0.99% |
$181K - $242K
|
30.4K
$26.7M
|
|
Apr 29, 2024
Q1 2024
|
American Capital Advisory, LLC
Ketchum, ID |
SELL
|
- |
-307- 64.36% |
$182K - $243K
|
170
$149K
|
|
May 13, 2024
Q1 2024
|
Harvest Investment Services, LLC
|
SELL
|
- |
-308- 8.14% |
$182K - $244K
|
3.48K
$3.05M
|
|
May 13, 2024
Q1 2024
|
Pitcairn CO
Jenkintown, PA |
SELL
|
- |
-310- 3.35% |
$184K - $246K
|
8.96K
$7.87M
|
|
May 15, 2024
Q1 2024
|
Vestmark Advisory Solutions, Inc.
|
SELL
|
- |
-310- 2.77% |
$184K - $246K
|
10.9K
$9.57M
|
|
Apr 09, 2024
Q1 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-313- 3.01% |
$185K - $248K
|
10.1K
$8.86M
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-314- 0.1% |
$186K - $249K
|
330K
$290M
|
|
Apr 19, 2024
Q1 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-316- 7.15% |
$187K - $250K
|
4.11K
$3.61M
|
|
Apr 25, 2024
Q1 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-318- 7.25% |
$188K - $252K
|
4.07K
$3.57M
|
|
Apr 11, 2024
Q1 2024
|
Douglas Lane & Associates, LLC
|
SELL
|
- |
-322- 9.86% |
$191K - $255K
|
2.95K
$2.59M
|
|
May 03, 2024
Q1 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-326- 32.57% |
$193K - $258K
|
675
$593K
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
SELL
|
- |
-327- 3.7% |
$194K - $259K
|
8.51K
$7.48M
|
|
Apr 12, 2024
Q1 2024
|
First Financial Corp
|
SELL
|
- |
-329- 6.95% |
$195K - $261K
|
4.41K
$3.87M
|
|
Apr 30, 2024
Q1 2024
|
Rf&L Wealth Management, LLC
Acton, MA |
SELL
|
- |
-330- 7.83% |
$195K - $261K
|
3.88K
$3.41M
|
|
Jun 11, 2024
Q1 2024
|
Cypress Asset Management Inc
Houston, TX |
SELL
|
- |
-330- 1.48% |
$195K - $261K
|
22K
$19.3M
|
|
May 13, 2024
Q1 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-334- 1.89% |
$198K - $265K
|
17.3K
$15.2M
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
SELL
|
- |
-338- 11.58% |
$200K - $268K
|
2.58K
$2.27M
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-338- 22.72% |
$200K - $268K
|
1.15K
$1.01M
|
|
May 09, 2024
Q1 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-343- 21.75% |
$203K - $272K
|
1.23K
$1.08M
|
|
Apr 24, 2024
Q1 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-345- 12.41% |
$204K - $273K
|
2.44K
$2.14M
|
|
May 01, 2024
Q1 2024
|
Montgomery Investment Management Inc
|
SELL
|
- |
-350- 35.0% |
$207K - $277K
|
650
$571K
|
|
Apr 12, 2024
Q1 2024
|
Peak Financial Advisors LLC
|
SELL
|
- |
-354- 8.84% |
$210K - $280K
|
3.65K
$3.21M
|
|
Apr 17, 2024
Q1 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-356- 9.22% |
$211K - $282K
|
3.5K
$3.08M
|
|
May 10, 2024
Q1 2024
|
Kuhn & CO Investment Counsel
Chicago, IL |
SELL
|
- |
-359- 8.84% |
$213K - $284K
|
3.7K
$3.25M
|
|
May 13, 2024
Q1 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-360- 6.05% |
$213K - $285K
|
5.59K
$4.91M
|
|
Apr 04, 2024
Q1 2024
|
Boltwood Capital Management
|
SELL
|
- |
-361- 13.55% |
$214K - $286K
|
2.3K
$2.02M
|
|
Apr 30, 2024
Q1 2024
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-362- 5.33% |
$214K - $287K
|
6.42K
$5.64M
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-368- 36.15% |
$218K - $292K
|
650
$571K
|
|
May 14, 2024
Q1 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-372- 42.18% |
$220K - $295K
|
510
$448K
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-374- 2.63% |
$221K - $296K
|
13.8K
$12.2M
|
|
May 02, 2024
Q1 2024
|
Probity Advisors, Inc.
Dallas, TX |
SELL
|
- |
-375- 7.86% |
$222K - $297K
|
4.4K
$3.86M
|
|
May 06, 2024
Q1 2024
|
Aia Group LTD
Hong Kong, K3 |
SELL
|
- |
-375- 2.12% |
$222K - $297K
|
17.3K
$15.2M
|
|
May 08, 2024
Q1 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-377- 1.74% |
$223K - $299K
|
21.3K
$18.7M
|
|
May 14, 2024
Q1 2024
|
Norinchukin Bank, The
Tokyo, M0 |
SELL
|
- |
-382- 1.36% |
$226K - $303K
|
27.6K
$24.3M
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-382- 0.66% |
$226K - $303K
|
57.1K
$50.1M
|
|
May 13, 2024
Q1 2024
|
Somerville Kurt F
|
SELL
|
- |
-385- 8.29% |
$228K - $305K
|
4.26K
$3.74M
|
|
Apr 22, 2024
Q1 2024
|
Bender Robert & Associates
|
SELL
|
- |
-387- 1.95% |
$229K - $307K
|
19.4K
$17.1M
|