A detailed history of Ep Wealth Advisors, LLC transactions in Eli Lilly & CO stock. As of the latest transaction made, Ep Wealth Advisors, LLC holds 33,832 shares of LLY stock, worth $26 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
33,832
Previous 31,326 8.0%
Holding current value
$26 Million
Previous $28.4 Million 5.68%
% of portfolio
0.27%
Previous 0.31%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$772.14 - $960.02 $1.93 Million - $2.41 Million
2,506 Added 8.0%
33,832 $30 Million
Q2 2024

Aug 19, 2024

BUY
$724.87 - $909.04 $94,233 - $118,175
130 Added 0.42%
31,326 $28.4 Million
Q1 2024

May 14, 2024

SELL
$592.2 - $792.28 $2.35 Million - $3.14 Million
-3,960 Reduced 11.26%
31,196 $24.3 Million
Q4 2023

Feb 28, 2024

BUY
$525.19 - $619.13 $4.73 Million - $5.57 Million
9,004 Added 34.43%
35,156 $20.5 Million
Q3 2023

Nov 22, 2023

BUY
$434.7 - $599.3 $8.55 Million - $11.8 Million
19,673 Added 303.64%
26,152 $14 Million
Q2 2023

Aug 14, 2023

SELL
$350.74 - $468.98 $6.5 Million - $8.7 Million
-18,546 Reduced 74.11%
6,479 $3.04 Million
Q1 2023

Jun 05, 2023

BUY
$310.63 - $364.82 $20,190 - $23,713
65 Added 0.26%
25,025 $8.59 Million
Q4 2022

Jun 12, 2023

BUY
$321.55 - $374.67 $181,675 - $211,688
565 Added 2.26%
25,590 $9.36 Million
Q3 2022

Dec 02, 2022

BUY
$296.48 - $337.87 $5.46 Million - $6.23 Million
18,432 Added 282.35%
24,960 $8.07 Million
Q2 2022

Aug 11, 2022

BUY
$278.73 - $327.27 $1,951 - $2,290
7 Added 0.11%
6,528 $2.12 Million
Q1 2022

May 20, 2022

BUY
$234.69 - $291.66 $3,050 - $3,791
13 Added 0.2%
6,521 $1.87 Million
Q4 2021

Feb 17, 2022

BUY
$224.85 - $279.04 $89,490 - $111,057
398 Added 6.51%
6,508 $1.8 Million
Q3 2021

Nov 23, 2021

SELL
$221.6 - $272.71 $49.6 Million - $61 Million
-223,712 Reduced 97.34%
6,110 $1.41 Million
Q3 2021

Nov 16, 2021

BUY
$221.6 - $272.71 $49.2 Million - $60.6 Million
222,240 Added 2931.15%
229,822 $1.41 Million
Q2 2021

Aug 24, 2021

SELL
$180.55 - $233.54 $109,052 - $141,058
-604 Reduced 7.38%
7,582 $1.74 Million
Q1 2021

May 17, 2021

BUY
$164.32 - $212.72 $82,488 - $106,785
502 Added 6.53%
8,186 $1.53 Million
Q4 2020

Feb 18, 2021

BUY
$130.46 - $172.63 $257,397 - $340,598
1,973 Added 34.55%
7,684 $1.3 Million
Q3 2020

Nov 17, 2020

BUY
$146.22 - $169.13 $835,062 - $965,901
5,711 New
5,711 $845,000
Q2 2020

Aug 14, 2020

SELL
$136.42 - $164.18 $949,756 - $1.14 Million
-6,962 Closed
0 $906,000
Q1 2020

May 18, 2020

BUY
$119.05 - $147.35 $828,826 - $1.03 Million
6,962 New
6,962 $966,000
Q4 2019

Feb 14, 2020

SELL
$106.92 - $132.43 $774,849 - $959,720
-7,247 Closed
0 $0
Q3 2019

Nov 18, 2019

BUY
$106.79 - $116.16 $83,723 - $91,069
784 Added 12.13%
7,247 $810,000
Q2 2019

Aug 27, 2019

BUY
$110.79 - $129.32 $160,313 - $187,126
1,447 Added 28.85%
6,463 $716,000
Q1 2019

May 20, 2019

BUY
$111.31 - $131.02 $187,668 - $220,899
1,686 Added 50.63%
5,016 $651,000
Q4 2018

Feb 19, 2019

SELL
$105.9 - $118.64 $11,966 - $13,406
-113 Reduced 3.28%
3,330 $385,000
Q3 2018

Nov 15, 2018

BUY
$85.86 - $107.31 $295,615 - $369,468
3,443 New
3,443 $369,000

Others Institutions Holding LLY

About ELI LILLY & Co


  • Ticker LLY
  • Exchange NYSE
  • Sector Healthcare
  • Industry Drug Manufacturers—General
  • Shares Outstandng 950,174,976
  • Market Cap $730B
  • Description
  • Eli Lilly and Company discovers, develops, and markets human pharmaceuticals worldwide. It offers Basaglar, Humalog, Humalog Mix 75/25, Humalog U-100, Humalog U-200, Humalog Mix 50/50, insulin lispro, insulin lispro protamine, insulin lispro mix 75/25, Humulin, Humulin 70/30, Humulin N, Humulin R, and Humulin U-500 for diabetes; and Jardiance, T...
More about LLY
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