Purchases and Sales Made in Q2 2024 in Eli Lilly & CO (LLY)
This table provides information about the institutional ownership of Eli Lilly & CO (LLY) during Q2 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 |
---|---|---|---|---|---|---|---|
Aug 09, 2024
Q2 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
892New |
$647K - $811K
|
892
$710K
|
|
Jul 26, 2024
Q2 2024
|
Copeland Capital Management, LLC
|
BUY
|
- |
886+ 3.48% |
$642K - $805K
|
26.4K
$21M
|
|
Aug 14, 2024
Q2 2024
|
Vident Advisory, LLC
Alpharetta, GA |
BUY
|
- |
880+ 4.72% |
$638K - $800K
|
19.5K
$15.5M
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
869+ 5.65% |
$630K - $790K
|
16.3K
$12.9M
|
|
Aug 08, 2024
Q2 2024
|
Chartwell Investment Partners, LLC
|
BUY
|
- |
845+ 2.55% |
$613K - $768K
|
34K
$27M
|
|
Jul 29, 2024
Q2 2024
|
I A Global Asset Management Inc.
Quebec, A8 |
BUY
|
- |
840+ 3.9% |
$609K - $764K
|
22.4K
$17.8M
|
|
Aug 14, 2024
Q2 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
838+ 46.25% |
$607K - $762K
|
2.65K
$2.11M
|
|
Aug 08, 2024
Q2 2024
|
Avestar Capital, LLC
|
BUY
|
- |
833+ 19.23% |
$604K - $757K
|
5.16K
$4.11M
|
|
Jul 30, 2024
Q2 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
829+ 13.14% |
$601K - $754K
|
7.14K
$5.68M
|
|
Jul 26, 2024
Q2 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
825+ 111.49% |
$598K - $750K
|
1.57K
$1.25M
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
824+ 5.42% |
$597K - $749K
|
16K
$12.7M
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
822New |
$596K - $747K
|
822
$654K
|
|
Aug 14, 2024
Q2 2024
|
State Of Wisconsin Investment Board
Madison, WI |
BUY
|
- |
818+ 0.17% |
$593K - $744K
|
474K
$377M
|
|
Jul 26, 2024
Q2 2024
|
Wright Investors Service Inc
|
BUY
|
- |
813+ 28.27% |
$589K - $739K
|
3.69K
$2.94M
|
|
Aug 06, 2024
Q2 2024
|
Wedbush Securities Inc
|
BUY
|
- |
809+ 3.41% |
$586K - $735K
|
24.5K
$19.5M
|
|
Aug 09, 2024
Q2 2024
|
Quilter PLC
|
BUY
|
- |
800+ 9.89% |
$580K - $727K
|
8.89K
$7.08M
|
|
Aug 08, 2024
Q2 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
793+ 108.19% |
$575K - $721K
|
1.53K
$1.21M
|
|
Aug 14, 2024
Q2 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
793+ 35.62% |
$575K - $721K
|
3.02K
$2.4M
|
|
Aug 14, 2024
Q2 2024
|
Driehaus Capital Management LLC
Chicago, IL |
BUY
|
- |
793+ 94.18% |
$575K - $721K
|
1.64K
$1.3M
|
|
Aug 12, 2024
Q2 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
789+ 24.34% |
$572K - $717K
|
4.03K
$3.21M
|
|
Aug 08, 2024
Q2 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
783+ 5.39% |
$568K - $712K
|
15.3K
$12.2M
|
|
Aug 14, 2024
Q2 2024
|
Sandler Capital Management
New York, NY |
BUY
|
- |
780+ 7.54% |
$565K - $709K
|
11.1K
$8.85M
|
|
Jul 31, 2024
Q2 2024
|
Keystone Financial Group
|
BUY
|
- |
775+ 22.07% |
$562K - $705K
|
4.29K
$3.41M
|
|
Oct 08, 2024
Q2 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
774+ 7.22% |
$561K - $704K
|
11.5K
$9.14M
|
|
Jul 12, 2024
Q2 2024
|
Profit Investment Management, LLC
|
BUY
|
- |
771New |
$559K - $701K
|
771
$614K
|
|
Jul 23, 2024
Q2 2024
|
Lecap Asset Management LTD
London, X0 |
BUY
|
- |
760New |
$551K - $691K
|
760
$605K
|
|
Aug 09, 2024
Q2 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
754New |
$547K - $685K
|
754
$600K
|
|
Aug 09, 2024
Q2 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
BUY
|
- |
746+ 149.2% |
$541K - $678K
|
1.25K
$992K
|
|
Aug 14, 2024
Q2 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
744+ 8.72% |
$539K - $676K
|
9.27K
$7.38M
|
|
Aug 13, 2024
Q2 2024
|
Gunn & CO Investment Management, Inc.
Jacksonville, FL |
BUY
|
- |
734+ 91.75% |
$532K - $667K
|
1.53K
$1.22M
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
733+ 54.34% |
$531K - $666K
|
2.08K
$1.66M
|
|
Jul 10, 2024
Q2 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
722+ 4.41% |
$523K - $656K
|
17.1K
$13.6M
|
|
Jul 30, 2024
Q2 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
719New |
$521K - $654K
|
719
$572K
|
|
Sep 25, 2024
Q2 2024
|
Passive Capital Management, Llc.
Baltimore, MD |
BUY
|
- |
718New |
$520K - $653K
|
718
$572K
|
|
Jul 30, 2024
Q2 2024
|
Foster Group, Inc.
|
BUY
|
- |
713+ 43.45% |
$517K - $648K
|
2.35K
$1.87M
|
|
Jul 08, 2024
Q2 2024
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
706+ 2.52% |
$512K - $642K
|
28.7K
$22.8M
|
|
Aug 07, 2024
Q2 2024
|
Pds Planning, Inc
|
BUY
|
- |
702+ 13.86% |
$509K - $638K
|
5.77K
$4.59M
|
|
Aug 15, 2024
Q2 2024
|
Ilmarinen Mutual Pension Insurance CO
Helsinki, H9 |
BUY
|
- |
700+ 0.81% |
$507K - $636K
|
87K
$69.3M
|
|
Jul 29, 2024
Q2 2024
|
Lazard Freres Gestion S.A.S.
|
BUY
|
- |
697+ 33.56% |
$505K - $634K
|
2.77K
$2.21M
|
|
Jul 30, 2024
Q2 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
693+ 4.58% |
$502K - $630K
|
15.8K
$12.6M
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
691New |
$501K - $628K
|
691
$550K
|
|
Aug 12, 2024
Q2 2024
|
Geo Wealth Management, LLC
Chicago, IL |
BUY
|
- |
686+ 12.8% |
$497K - $624K
|
6.05K
$4.81M
|
|
Aug 14, 2024
Q2 2024
|
Rnc Capital Management LLC
|
BUY
|
- |
671+ 5.07% |
$486K - $610K
|
13.9K
$11.1M
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
667+ 11.61% |
$483K - $606K
|
6.41K
$5.1M
|
|
Aug 13, 2024
Q2 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
667+ 28.8% |
$483K - $606K
|
2.98K
$2.37M
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
657+ 22.01% |
$476K - $597K
|
3.64K
$2.9M
|
|
Aug 12, 2024
Q2 2024
|
Qtron Investments LLC
Boston, MA |
BUY
|
- |
656+ 7.21% |
$476K - $596K
|
9.75K
$7.76M
|
|
Aug 07, 2024
Q2 2024
|
Seaside Wealth Management, Inc.
Carlsbad, CA |
BUY
|
- |
650New |
$471K - $591K
|
650
$517K
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
635+ 157.57% |
$460K - $577K
|
1.04K
$826K
|
|
Jul 23, 2024
Q2 2024
|
Eastern Bank
|
BUY
|
- |
634+ 1.76% |
$460K - $576K
|
36.6K
$29.2M
|