Marcum Wealth, LLC Eli Lilly & CO Transaction History

Marcum Wealth, LLC

$988 Million
Q2 2024

A detailed history of Marcum Wealth, LLC transactions in Eli Lilly & CO stock. As of the latest transaction made, Marcum Wealth, LLC holds 2,897 shares of LLY stock, worth $2.62 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

2,897

Previous 2,917 0.69%

Holding current value

$2.62 Million

Previous $2.27 Million 15.56%

% of portfolio

0.27%

Previous 0.23%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 02, 2024	SELL	$724.87 - $909.04 $14,497 - $18,180	-20 Reduced 0.69%	2,897 $2.62 Million
Q1 2024 Apr 10, 2024	BUY	$592.2 - $792.28 $116,071 - $155,286	196 Added 7.2%	2,917 $2.27 Million
Q4 2023 Jan 10, 2024	BUY	$525.19 - $619.13 $81,404 - $95,965	155 Added 6.04%	2,721 $1.59 Million
Q3 2023 Oct 10, 2023	SELL	$434.7 - $599.3 $43,904 - $60,529	-101 Reduced 3.79%	2,566 $1.38 Million
Q2 2023 Jul 13, 2023	BUY	$350.74 - $468.98 $21,395 - $28,607	61 Added 2.34%	2,667 $1.25 Million
Q1 2023 Apr 19, 2023	BUY	$310.63 - $364.82 $10,561 - $12,403	34 Added 1.32%	2,606 $894,000
Q4 2022 Jan 12, 2023	SELL	$321.55 - $374.67 $505,476 - $588,981	-1,572 Reduced 37.93%	2,572 $0
Q3 2022 Oct 11, 2022	BUY	$296.48 - $337.87 $12,748 - $14,528	43 Added 1.05%	4,144 $1.34 Million
Q2 2022 Jul 14, 2022	BUY	$278.73 - $327.27 $95,604 - $112,253	343 Added 9.13%	4,101 $1.33 Million
Q1 2022 Apr 20, 2022	SELL	$234.69 - $291.66 $9,856 - $12,249	-42 Reduced 1.11%	3,758 $1.08 Million
Q4 2021 Feb 01, 2022	BUY	$224.85 - $279.04 $2,473 - $3,069	11 Added 0.29%	3,800 $1.05 Million
Q3 2021 Nov 08, 2021	SELL	$221.6 - $272.71 $107,032 - $131,718	-483 Reduced 11.31%	3,789 $875,000
Q2 2021 Aug 10, 2021	BUY	$180.55 - $233.54 $33,762 - $43,671	187 Added 4.58%	4,272 $981,000
Q1 2021 May 11, 2021	BUY	$164.32 - $212.72 $131,784 - $170,601	802 Added 24.43%	4,085 $763,000
Q4 2020 Feb 09, 2021	BUY	$130.46 - $172.63 $18,655 - $24,686	143 Added 4.55%	3,283 $554,000
Q3 2020 Nov 09, 2020	SELL	$146.22 - $169.13 $265,535 - $307,140	-1,816 Reduced 36.64%	3,140 $465,000
Q2 2020 Aug 14, 2020	BUY	$136.42 - $164.18 $464,510 - $559,032	3,405 Added 219.54%	4,956 $814,000
Q1 2020 May 14, 2020	BUY	$119.05 - $147.35 $1,190 - $1,473	10 Added 0.65%	1,551 $215,000
Q4 2019 Feb 13, 2020	BUY	$106.92 - $132.43 $164,763 - $204,074	1,541 New	1,541 $203,000

Others Institutions Holding LLY

# of Institutions

3,865

Shares Held

751M

Call Options Held

6.34M

Put Options Held

7.97M

View Full List

About ELI LILLY & Co

Ticker LLY
Exchange NYSE
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 950,174,976
Market Cap $858B
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...

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Marcum Wealth, LLC Eli Lilly & CO Transaction History