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 |
|---|---|---|---|---|---|---|---|
|
Jan 14, 2025
Q1 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
SELL
|
- |
-387- 28.27% |
$229K - $307K
|
982
$863K
|
|
|
May 03, 2024
Q1 2024
|
Petix & Botte CO
|
SELL
|
- |
-388- 50.0% |
$230K - $307K
|
388
$341K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-390- 5.94% |
$231K - $309K
|
6.17K
$5.42M
|
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-390- 3.31% |
$231K - $309K
|
11.4K
$10M
|
|
|
May 13, 2024
Q1 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
SELL
|
- |
-390- 3.23% |
$231K - $309K
|
11.7K
$10.2M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-392- 23.39% |
$232K - $311K
|
1.28K
$1.13M
|
|
|
May 13, 2024
Q1 2024
|
C M Bidwell & Associates LTD
Honolulu, HI |
SELL
|
- |
-392- 49.81% |
$232K - $311K
|
395
$347K
|
|
|
Apr 16, 2024
Q1 2024
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-393- 0.61% |
$233K - $311K
|
64K
$56.2M
|
|
|
Apr 23, 2024
Q1 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-395- 5.16% |
$234K - $313K
|
7.26K
$6.37M
|
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-395- 14.64% |
$234K - $313K
|
2.3K
$2.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-398- 4.6% |
$236K - $315K
|
8.26K
$7.25M
|
|
|
May 09, 2024
Q1 2024
|
Thompson Siegel & Walmsley LLC
|
SELL
|
- |
-398- 10.36% |
$236K - $315K
|
3.45K
$3.03M
|
|
|
Apr 15, 2024
Q1 2024
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-400- 10.05% |
$237K - $317K
|
3.58K
$3.14M
|
|
|
Apr 19, 2024
Q1 2024
|
Graphene Investments Sas
Paris, I0 |
SELL
|
- |
-400- 8.7% |
$237K - $317K
|
4.2K
$3.69M
|
|
|
Apr 24, 2024
Q1 2024
|
Lattice Capital Management, LLC
|
SELL
|
- |
-400- 9.26% |
$237K - $317K
|
3.92K
$3.44M
|
|
|
Apr 30, 2024
Q1 2024
|
Hixon Zuercher, LLC
|
SELL
|
- |
-400- 18.5% |
$237K - $317K
|
1.76K
$1.55M
|
|
|
May 06, 2024
Q1 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-400- 3.71% |
$237K - $317K
|
10.4K
$9.12M
|
|
|
May 15, 2024
Q1 2024
|
Mango Five Family, Inc.
Reno, NV |
SELL
|
- |
-400- 5.78% |
$237K - $317K
|
6.52K
$5.72M
|
|
|
May 13, 2024
Q1 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-403- 9.63% |
$239K - $319K
|
3.78K
$3.32M
|
|
|
Apr 17, 2024
Q1 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-404- 53.23% |
$239K - $320K
|
355
$312K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-405- 6.32% |
$240K - $321K
|
6K
$5.27M
|
|
|
May 09, 2024
Q1 2024
|
Bank Of Marin
Novato, CA |
SELL
|
- |
-405- 19.33% |
$240K - $321K
|
1.69K
$1.48M
|
|
|
May 14, 2024
Q1 2024
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-406- 9.0% |
$240K - $322K
|
4.11K
$3.61M
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-406- 0.69% |
$240K - $322K
|
58.3K
$51.2M
|
|
|
Apr 12, 2024
Q1 2024
|
Strong Tower Advisory Services
Minneapolis, MN |
SELL
|
- |
-407- 4.33% |
$241K - $322K
|
8.99K
$7.9M
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-414- 4.79% |
$245K - $328K
|
8.23K
$7.23M
|
|
|
May 14, 2024
Q1 2024
|
Edge Capital Group, LLC
|
SELL
|
- |
-415- 2.97% |
$246K - $329K
|
13.6K
$11.9M
|
|
|
Apr 02, 2024
Q1 2024
|
Centre Asset Management, LLC
|
SELL
|
- |
-416- 5.22% |
$246K - $330K
|
7.55K
$6.63M
|
|
|
Nov 22, 2024
Q1 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-416- 1.55% |
$246K - $330K
|
26.3K
$23.1M
|
|
|
May 15, 2024
Q1 2024
|
Wms Partners, LLC
|
SELL
|
- |
-417- 21.05% |
$247K - $330K
|
1.56K
$1.37M
|
|
|
Apr 05, 2024
Q1 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-420- 5.44% |
$249K - $333K
|
7.31K
$6.42M
|
|
|
Apr 18, 2024
Q1 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-425- 10.42% |
$252K - $337K
|
3.65K
$3.21M
|
|
|
May 01, 2024
Q1 2024
|
Seelaus Asset Management LLC
|
SELL
|
- |
-426- 47.81% |
$252K - $338K
|
465
$408K
|
|
|
May 08, 2024
Q1 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
SELL
|
- |
-427- 25.69% |
$253K - $338K
|
1.24K
$1.08M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-433- 6.81% |
$256K - $343K
|
5.92K
$5.2M
|
|
|
May 14, 2024
Q1 2024
|
Destination Wealth Management
|
SELL
|
- |
-434- 19.46% |
$257K - $344K
|
1.8K
$1.58M
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-436- 3.36% |
$258K - $345K
|
12.6K
$11M
|
|
|
Apr 26, 2024
Q1 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-439- 13.35% |
$260K - $348K
|
2.85K
$2.5M
|
|
|
May 06, 2024
Q1 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-440- 11.01% |
$261K - $349K
|
3.56K
$3.13M
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-441- 12.66% |
$261K - $349K
|
3.04K
$2.67M
|
|
|
Apr 29, 2024
Q1 2024
|
Moody Aldrich Partners LLC
|
SELL
|
- |
-442- 25.07% |
$262K - $350K
|
1.32K
$1.16M
|
|
|
Apr 10, 2024
Q1 2024
|
Thomasville National Bank
|
SELL
|
- |
-445- 9.73% |
$264K - $353K
|
4.13K
$3.63M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-447- 1.18% |
$265K - $354K
|
37.4K
$32.8M
|
|
|
May 03, 2024
Q1 2024
|
United Community Bank
Greenville, SC |
SELL
|
- |
-448- 21.85% |
$265K - $355K
|
1.6K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-448- 5.21% |
$265K - $355K
|
8.15K
$7.16M
|
|
|
May 14, 2024
Q1 2024
|
Cheviot Value Management, LLC
|
SELL
|
- |
-450- 43.95% |
$266K - $357K
|
574
$504K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-452- 2.77% |
$268K - $358K
|
15.9K
$13.9M
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-456- 16.88% |
$270K - $361K
|
2.25K
$1.97M
|
|
|
May 15, 2024
Q1 2024
|
Cantor Fitzgerald, L. P.
New York, NY |
SELL
|
- |
-456- 26.56% |
$270K - $361K
|
1.26K
$1.11M
|
|
|
Apr 29, 2024
Q1 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
SELL
|
- |
-472- 5.47% |
$280K - $374K
|
8.16K
$7.17M
|