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 07, 2024
Q2 2024
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
322+ 23.37% |
$233K - $293K
|
1.7K
$1.28M
|
|
|
Jul 25, 2024
Q2 2024
|
Access Financial Services, Inc.
|
BUY
|
- |
321New |
$233K - $292K
|
321
$242K
|
|
|
Aug 01, 2024
Q2 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
BUY
|
- |
320New |
$232K - $291K
|
320
$241K
|
|
|
Aug 06, 2024
Q2 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
318New |
$231K - $289K
|
318
$240K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
317+ 13.0% |
$230K - $288K
|
2.76K
$2.08M
|
|
|
Jul 02, 2024
Q2 2024
|
Massmutual Trust CO Fsb
|
BUY
|
- |
315+ 9.79% |
$228K - $286K
|
3.53K
$2.67M
|
|
|
Aug 13, 2024
Q2 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
315+ 1.81% |
$228K - $286K
|
17.7K
$13.4M
|
|
|
Aug 08, 2024
Q2 2024
|
Rs Crum Inc.
|
BUY
|
- |
314New |
$228K - $285K
|
314
$237K
|
|
|
Jul 12, 2024
Q2 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
313New |
$227K - $285K
|
313
$236K
|
|
|
Aug 08, 2024
Q2 2024
|
Stevard, LLC
Chicago, IL |
BUY
|
- |
313+ 18.59% |
$227K - $285K
|
2K
$1.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
313+ 2.88% |
$227K - $285K
|
11.2K
$8.44M
|
|
|
Aug 08, 2024
Q2 2024
|
Rock Point Advisors, LLC
Burlington, VT |
BUY
|
- |
311New |
$225K - $283K
|
311
$235K
|
|
|
Jul 15, 2024
Q2 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
310New |
$225K - $282K
|
310
$234K
|
|
|
Aug 12, 2024
Q2 2024
|
One Day In July LLC
|
BUY
|
- |
310New |
$225K - $282K
|
310
$234K
|
|
|
Aug 13, 2024
Q2 2024
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
308+ 35.24% |
$223K - $280K
|
1.18K
$892K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
307+ 180.59% |
$223K - $279K
|
477
$360K
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
307+ 0.43% |
$223K - $279K
|
72.4K
$54.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
305+ 4.1% |
$221K - $277K
|
7.75K
$5.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
303New |
$220K - $275K
|
303
$229K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
302+ 1.18% |
$219K - $275K
|
25.8K
$19.5M
|
|
|
Feb 20, 2025
Q2 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
302+ 18.18% |
$219K - $275K
|
1.96K
$1.48M
|
|
|
Jul 23, 2024
Q2 2024
|
Griffin Asset Management, Inc.
|
BUY
|
- |
300+ 45.87% |
$217K - $273K
|
954
$720K
|
|
|
Aug 08, 2024
Q2 2024
|
All Terrain Financial Advisors, LLC
Coon Rapids, MN |
BUY
|
- |
300New |
$217K - $273K
|
300
$226K
|
|
|
Aug 14, 2024
Q2 2024
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
300New |
$217K - $273K
|
300
$226K
|
|
|
Aug 12, 2024
Q2 2024
|
Commonwealth Of Pennsylvania Public School Empls Retrmt Sys
Harrisburg, PA |
BUY
|
- |
299+ 0.17% |
$217K - $272K
|
175K
$132M
|
|
|
Aug 07, 2024
Q2 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
298+ 1.38% |
$216K - $271K
|
21.8K
$16.5M
|
|
|
Jul 26, 2024
Q2 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
297+ 16.28% |
$215K - $270K
|
2.12K
$1.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
295+ 3.22% |
$214K - $268K
|
9.46K
$7.14M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
294+ 18.46% |
$213K - $267K
|
1.89K
$1.42M
|
|
|
Jul 23, 2024
Q2 2024
|
Rmr Wealth Builders
|
BUY
|
- |
294+ 7.05% |
$213K - $267K
|
4.47K
$3.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
294+ 101.03% |
$213K - $267K
|
585
$441K
|
|
|
Jul 31, 2024
Q2 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
294New |
$213K - $267K
|
294
$222K
|
|
|
Aug 07, 2024
Q2 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
294+ 7.92% |
$213K - $267K
|
4.01K
$3.02M
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
292New |
$212K - $265K
|
292
$220K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
292+ 22.71% |
$212K - $265K
|
1.58K
$1.19M
|
|
|
Aug 02, 2024
Q2 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
BUY
|
- |
292+ 11.79% |
$212K - $265K
|
2.77K
$2.09M
|
|
|
Jul 17, 2024
Q2 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
291+ 5.09% |
$211K - $265K
|
6.01K
$4.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
291+ 14.76% |
$211K - $265K
|
2.26K
$1.71M
|
|
|
Aug 13, 2024
Q2 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
291+ 49.74% |
$211K - $265K
|
876
$661K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
290+ 7.97% |
$210K - $264K
|
3.93K
$2.96M
|
|
|
Aug 02, 2024
Q2 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
290New |
$210K - $264K
|
290
$219K
|
|
|
Jul 17, 2024
Q2 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
289+ 24.12% |
$209K - $263K
|
1.49K
$1.12M
|
|
|
Jul 17, 2024
Q2 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
289New |
$209K - $263K
|
289
$218K
|
|
|
Jul 15, 2024
Q2 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
288New |
$209K - $262K
|
288
$217K
|
|
|
Aug 01, 2024
Q2 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
288New |
$209K - $262K
|
288
$217K
|
|
|
Aug 09, 2024
Q2 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
288+ 31.82% |
$209K - $262K
|
1.19K
$900K
|
|
|
Jul 31, 2024
Q2 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
287+ 3.31% |
$208K - $261K
|
8.96K
$6.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Perseverance Asset Management International
George Town, E9 |
BUY
|
- |
287New |
$208K - $261K
|
287
$216K
|
|
|
Aug 13, 2024
Q2 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
287New |
$208K - $261K
|
287
$216K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
287+ 2.28% |
$208K - $261K
|
12.9K
$9.72M
|