A detailed history of Summit Financial Strategies, Inc. transactions in Eli Lilly & CO stock. As of the latest transaction made, Summit Financial Strategies, Inc. holds 2,094 shares of LLY stock, worth $1.86 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
2,094
Previous 2,118 1.13%
Holding current value
$1.86 Million
Previous $1.65 Million 15.06%
% of portfolio
0.25%
Previous 0.24%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 19, 2024

SELL
$724.87 - $909.04 $17,396 - $21,816
-24 Reduced 1.13%
2,094 $1.9 Million
Q1 2024

May 09, 2024

SELL
$592.2 - $792.28 $19,542 - $26,145
-33 Reduced 1.53%
2,118 $1.65 Million
Q4 2023

Feb 13, 2024

BUY
$525.19 - $619.13 $20,482 - $24,146
39 Added 1.85%
2,151 $1.25 Million
Q3 2023

Oct 24, 2023

BUY
$434.7 - $599.3 $304,290 - $419,509
700 Added 49.58%
2,112 $1.13 Million
Q2 2023

Jul 21, 2023

SELL
$350.74 - $468.98 $122,057 - $163,205
-348 Reduced 19.77%
1,412 $662,000
Q1 2023

Apr 21, 2023

BUY
$310.63 - $364.82 $101,886 - $119,660
328 Added 22.91%
1,760 $604,000
Q4 2022

Jan 20, 2023

SELL
$321.55 - $374.67 $32,155 - $37,467
-100 Reduced 6.53%
1,432 $0
Q3 2022

Oct 21, 2022

SELL
$296.48 - $337.87 $12,748 - $14,528
-43 Reduced 2.73%
1,532 $496,000
Q2 2022

Jul 25, 2022

BUY
$278.73 - $327.27 $93,932 - $110,289
337 Added 27.22%
1,575 $511,000
Q1 2022

May 04, 2022

SELL
$234.69 - $291.66 $25,346 - $31,499
-108 Reduced 8.02%
1,238 $355,000
Q3 2021

Nov 10, 2021

SELL
$221.6 - $272.71 $3,324 - $4,090
-15 Reduced 1.1%
1,346 $311,000
Q2 2021

Aug 11, 2021

BUY
$180.55 - $233.54 $245,728 - $317,847
1,361 New
1,361 $312,000

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 $843B
  • 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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