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
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-803- 3.21% |
$476K - $636K
|
24.2K
$21.3M
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-809- 31.58% |
$479K - $641K
|
1.75K
$1.54M
|
|
|
Apr 09, 2024
Q1 2024
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-814- 61.11% |
$482K - $645K
|
518
$455K
|
|
|
May 31, 2024
Q1 2024
|
First Citizens Financial Corp
|
SELL
|
- |
-815- 15.27% |
$483K - $646K
|
4.52K
$3.97M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-817- 2.06% |
$484K - $647K
|
38.8K
$34.1M
|
|
|
Jun 20, 2024
Q1 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-823- 3.37% |
$487K - $652K
|
23.6K
$20.7M
|
|
|
May 03, 2024
Q1 2024
|
Asahi Life Asset Management Co., Ltd.
|
SELL
|
- |
-825- 35.36% |
$489K - $654K
|
1.51K
$1.32M
|
|
|
May 13, 2024
Q1 2024
|
Axs Investments LLC
Port Chester, NY |
SELL
|
- |
-837- 33.82% |
$496K - $663K
|
1.64K
$1.44M
|
|
|
Apr 22, 2024
Q1 2024
|
Arthur M. Cohen & Associates, LLC
|
SELL
|
- |
-848- 3.16% |
$502K - $672K
|
26K
$22.8M
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Partners, LLC
|
SELL
|
- |
-850- 17.97% |
$503K - $673K
|
3.88K
$3.41M
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-851- 8.62% |
$504K - $674K
|
9.02K
$7.92M
|
|
|
May 13, 2024
Q1 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-851- 10.16% |
$504K - $674K
|
7.53K
$6.61M
|
|
|
May 15, 2024
Q1 2024
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-851- 26.87% |
$504K - $674K
|
2.32K
$2.03M
|
|
|
Apr 18, 2024
Q1 2024
|
Weatherly Asset Management L. P.
|
SELL
|
- |
-857- 0.29% |
$508K - $679K
|
298K
$261M
|
|
|
Apr 12, 2024
Q1 2024
|
Jacobs & CO
|
SELL
|
- |
-858- 3.67% |
$508K - $680K
|
22.5K
$19.8M
|
|
|
May 08, 2024
Q1 2024
|
Humankind Investments LLC
|
SELL
|
- |
-867- 18.13% |
$513K - $687K
|
3.92K
$3.44M
|
|
|
Apr 17, 2024
Q1 2024
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-869- 42.96% |
$515K - $688K
|
1.15K
$1.01M
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-871- 1.49% |
$516K - $690K
|
57.4K
$50.4M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-883- 14.38% |
$523K - $700K
|
5.26K
$4.62M
|
|
|
Apr 26, 2024
Q1 2024
|
Conning Inc.
|
SELL
|
- |
-890- 7.21% |
$527K - $705K
|
11.5K
$10.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Taylor Frigon Capital Management LLC
|
SELL
|
- |
-893- 36.08% |
$529K - $708K
|
1.58K
$1.39M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-893- 0.68% |
$529K - $708K
|
131K
$115M
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-899- 7.34% |
$532K - $712K
|
11.4K
$9.97M
|
|
|
May 14, 2024
Q1 2024
|
Sectoral Asset Management Inc
Montreal, A8 |
SELL
|
- |
-900- 3.39% |
$533K - $713K
|
25.7K
$22.5M
|
|
|
May 15, 2024
Q1 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
SELL
|
- |
-900- 6.87% |
$533K - $713K
|
12.2K
$10.7M
|
|
|
May 14, 2024
Q1 2024
|
Shell Asset Management CO
The Hague, P7 |
SELL
|
- |
-908- 2.01% |
$538K - $719K
|
44.2K
$38.8M
|
|
|
Apr 08, 2024
Q1 2024
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-916- 3.93% |
$542K - $726K
|
22.4K
$19.7M
|
|
|
Apr 11, 2024
Q1 2024
|
Meyer Handelman CO
|
SELL
|
- |
-919- 2.96% |
$544K - $728K
|
30.1K
$26.5M
|
|
|
May 13, 2024
Q1 2024
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-920- 3.86% |
$545K - $729K
|
22.9K
$20.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-925- 42.14% |
$548K - $733K
|
1.27K
$1.12M
|
|
|
May 09, 2024
Q1 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-930- 2.53% |
$551K - $737K
|
35.9K
$31.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-938- 34.84% |
$555K - $743K
|
1.75K
$1.54M
|
|
|
Oct 07, 2024
Q1 2024
|
Smartleaf Asset Management LLC
Boston, MA |
SELL
|
- |
-948- 16.93% |
$561K - $751K
|
4.65K
$4.08M
|
|
|
Apr 17, 2024
Q1 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-950- 7.95% |
$563K - $753K
|
11K
$9.66M
|
|
|
May 09, 2024
Q1 2024
|
Maple Capital Management, Inc.
|
SELL
|
- |
-950- 2.0% |
$563K - $753K
|
46.5K
$40.8M
|
|
|
Apr 29, 2024
Q1 2024
|
Crew Capital Management, Ltd.
|
SELL
|
- |
-959- 10.49% |
$568K - $760K
|
8.18K
$7.18M
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-959- 1.23% |
$568K - $760K
|
77.2K
$67.8M
|
|
|
Apr 26, 2024
Q1 2024
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
SELL
|
- |
-971- 4.79% |
$575K - $769K
|
19.3K
$16.9M
|
|
|
May 14, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-975- 4.44% |
$577K - $772K
|
21K
$18.4M
|
|
|
Nov 13, 2024
Q1 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
SELL
|
- |
-975- 4.44% |
$577K - $772K
|
21K
$18.4M
|
|
|
Apr 10, 2024
Q1 2024
|
Enterprise Bank & Trust CO
|
SELL
|
- |
-980- 11.79% |
$580K - $776K
|
7.33K
$6.44M
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-983- 49.97% |
$582K - $779K
|
984
$864K
|
|
|
Apr 17, 2024
Q1 2024
|
Clarius Group, LLC
Seattle, WA |
SELL
|
- |
-988- 13.33% |
$585K - $783K
|
6.42K
$5.64M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-991- 2.24% |
$587K - $785K
|
43.3K
$38M
|
|
|
May 07, 2024
Q1 2024
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-994- 12.88% |
$589K - $788K
|
6.72K
$5.9M
|
|
|
May 07, 2024
Q1 2024
|
Codex Capital, L.L.C.
New York, NY |
SELL
|
- |
-1K- 5.56% |
$592K - $792K
|
17K
$14.9M
|
|
|
May 14, 2024
Q1 2024
|
Atika Capital Management LLC
New York, NY |
SELL
|
- |
-1K- 3.23% |
$592K - $792K
|
30K
$26.3M
|
|
|
May 15, 2024
Q1 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-1K- 9.15% |
$592K - $792K
|
9.93K
$8.72M
|
|
|
Apr 30, 2024
Q1 2024
|
Jlb & Associates Inc
|
SELL
|
- |
-1.01K- 5.83% |
$599K - $802K
|
16.4K
$14.4M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-1.01K- 5.93% |
$600K - $803K
|
16.1K
$14.1M
|