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 08, 2024
Q1 2024
|
Unigestion Holding Sa
|
SELL
|
- |
-579- 26.14% |
$343K - $459K
|
1.64K
$1.44M
|
|
|
Apr 11, 2024
Q1 2024
|
Congress Asset Management CO
|
SELL
|
- |
-586- 0.26% |
$347K - $464K
|
226K
$198M
|
|
|
Apr 12, 2024
Q1 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
SELL
|
- |
-588- 15.86% |
$348K - $466K
|
3.12K
$2.74M
|
|
|
Apr 05, 2024
Q1 2024
|
First Hawaiian Bank
|
SELL
|
- |
-589- 5.3% |
$349K - $467K
|
10.5K
$9.24M
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-589- 1.27% |
$349K - $467K
|
45.6K
$40.1M
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-590- 8.39% |
$349K - $467K
|
6.44K
$5.66M
|
|
|
May 14, 2024
Q1 2024
|
Guardian Capital Advisors LP
Toronto, A6 |
SELL
|
- |
-600- 16.1% |
$355K - $475K
|
3.13K
$2.75M
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
SELL
|
- |
-605- 25.45% |
$358K - $479K
|
1.77K
$1.56M
|
|
|
Apr 22, 2024
Q1 2024
|
Everpar Advisors LLC
Tulsa, OK |
SELL
|
- |
-612- 19.34% |
$362K - $485K
|
2.55K
$2.24M
|
|
|
May 13, 2024
Q1 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-612- 1.65% |
$362K - $485K
|
36.5K
$32.1M
|
|
|
May 15, 2024
Q1 2024
|
Engineers Gate Manager LP
New York, NY |
SELL
|
- |
-613- 27.56% |
$363K - $486K
|
1.61K
$1.41M
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-613- 12.83% |
$363K - $486K
|
4.17K
$3.66M
|
|
|
May 03, 2024
Q1 2024
|
Noesis Capital Mangement Corp
|
SELL
|
- |
-623- 66.35% |
$369K - $494K
|
316
$278K
|
|
|
May 15, 2024
Q1 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-625- 59.81% |
$370K - $495K
|
420
$369K
|
|
|
Apr 17, 2024
Q1 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-629- 10.02% |
$372K - $498K
|
5.65K
$4.96M
|
|
|
Apr 26, 2024
Q1 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
SELL
|
- |
-638- 44.37% |
$378K - $505K
|
800
$703K
|
|
|
May 14, 2024
Q1 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-638- 41.35% |
$378K - $505K
|
905
$795K
|
|
|
May 14, 2024
Q1 2024
|
Algert Global LLC
San Francisco, CA |
SELL
|
- |
-640- 61.9% |
$379K - $507K
|
394
$346K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-645- 5.91% |
$382K - $511K
|
10.3K
$9.02M
|
|
|
May 16, 2024
Q1 2024
|
Klcm Advisors, Inc.
|
SELL
|
- |
-651- 8.32% |
$386K - $516K
|
7.17K
$6.3M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-655- 3.54% |
$388K - $519K
|
17.9K
$15.7M
|
|
|
May 10, 2024
Q1 2024
|
Hilton Capital Management, LLC
|
SELL
|
- |
-662- 4.92% |
$392K - $524K
|
12.8K
$11.2M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-666- 3.28% |
$394K - $528K
|
19.7K
$17.3M
|
|
|
May 13, 2024
Q1 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-669- 2.75% |
$396K - $530K
|
23.7K
$20.8M
|
|
|
Apr 19, 2024
Q1 2024
|
Handelsinvest Investeringsforvaltning
|
SELL
|
- |
-672- 15.3% |
$398K - $532K
|
3.72K
$3.27M
|
|
|
Apr 22, 2024
Q1 2024
|
Ifm Investors Pty LTD
|
SELL
|
- |
-672- 0.41% |
$398K - $532K
|
164K
$144M
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-682- 23.57% |
$404K - $540K
|
2.21K
$1.94M
|
|
|
Apr 30, 2024
Q1 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-690- 2.6% |
$409K - $547K
|
25.9K
$22.7M
|
|
|
May 13, 2024
Q1 2024
|
Gam Holding Ag
|
SELL
|
- |
-698- 4.64% |
$413K - $553K
|
14.3K
$12.6M
|
|
|
Apr 10, 2024
Q1 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-703- 22.72% |
$416K - $557K
|
2.39K
$2.1M
|
|
|
May 07, 2024
Q1 2024
|
Optimas Capital LTD
Central, K3 |
SELL
|
- |
-710- 5.21% |
$420K - $563K
|
12.9K
$11.3M
|
|
|
May 01, 2024
Q1 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-713- 38.01% |
$422K - $565K
|
1.16K
$1.02M
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-715- 0.91% |
$423K - $566K
|
78.1K
$68.6M
|
|
|
May 15, 2024
Q1 2024
|
Siemens Fonds Invest Gmb H
Munich, 2M |
SELL
|
- |
-722- 3.91% |
$428K - $572K
|
17.8K
$15.6M
|
|
|
May 13, 2024
Q1 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-728- 7.31% |
$431K - $577K
|
9.23K
$8.11M
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-740- 33.27% |
$438K - $586K
|
1.48K
$1.3M
|
|
|
Apr 29, 2024
Q1 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-742- 60.62% |
$439K - $588K
|
482
$423K
|
|
|
Apr 22, 2024
Q1 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
SELL
|
- |
-744- 9.66% |
$441K - $589K
|
6.96K
$6.11M
|
|
|
Apr 16, 2024
Q1 2024
|
Artemis Investment Management LLP
|
SELL
|
- |
-745- 1.12% |
$441K - $590K
|
65.9K
$57.9M
|
|
|
Apr 17, 2024
Q1 2024
|
Peoples Financial Services Corp.
|
SELL
|
- |
-749- 4.4% |
$444K - $593K
|
16.3K
$14.3M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-754- 5.51% |
$447K - $597K
|
12.9K
$11.4M
|
|
|
May 10, 2024
Q1 2024
|
Wealth Trust Axiom LLC
|
SELL
|
- |
-762- 6.45% |
$451K - $604K
|
11.1K
$9.71M
|
|
|
Apr 22, 2024
Q1 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-770- 8.66% |
$456K - $610K
|
8.12K
$7.14M
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-770- 18.18% |
$456K - $610K
|
3.47K
$3.04M
|
|
|
May 01, 2024
Q1 2024
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-777- 19.49% |
$460K - $616K
|
3.21K
$2.82M
|
|
|
Apr 22, 2024
Q1 2024
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-784- 5.05% |
$464K - $621K
|
14.7K
$12.9M
|
|
|
May 07, 2024
Q1 2024
|
Sei Investments CO
Oaks, PA |
SELL
|
- |
-787- 0.17% |
$466K - $624K
|
465K
$409M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-787- 6.84% |
$466K - $624K
|
10.7K
$9.41M
|
|
|
May 15, 2024
Q1 2024
|
Lanham O'Dell & Company, Inc.
Hurricane, WV |
SELL
|
- |
-793- 64.68% |
$470K - $628K
|
433
$380K
|
|
|
Apr 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-799- 4.53% |
$473K - $633K
|
16.8K
$14.8M
|