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 2,105 shares of LLY stock, worth $1.67 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
2,105
Previous 2,094 0.53%
Holding current value
$1.67 Million
Previous $1.9 Million 1.64%
% of portfolio
0.23%
Previous 0.25%

Shares

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

Oct 16, 2024

BUY
$772.14 - $960.02 $8,493 - $10,560
11 Added 0.53%
2,105 $1.86 Million
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 $756B
  • 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
Track This Portfolio

Track Summit Financial Strategies, Inc. Portfolio

Follow Summit Financial Strategies, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Summit Financial Strategies, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Summit Financial Strategies, Inc. with notifications on news.