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 13, 2024
Q2 2024
|
Allred Capital Management, LLC
Dallas, TX |
BUY
|
- |
227+ 24.17% |
$165K - $206K
|
1.17K
$918K
|
|
|
Aug 13, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
227+ 0.86% |
$165K - $206K
|
26.6K
$20.9M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
227+ 0.86% |
$165K - $206K
|
26.6K
$20.9M
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
226New |
$164K - $205K
|
226
$178K
|
|
|
Jul 31, 2024
Q2 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
226+ 68.48% |
$164K - $205K
|
556
$438K
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
226New |
$164K - $205K
|
226
$178K
|
|
|
Aug 02, 2024
Q2 2024
|
Schwarz Dygos Wheeler Investment Advisors LLC
Minneapolis, MN |
BUY
|
- |
225New |
$163K - $205K
|
225
$177K
|
|
|
Aug 05, 2024
Q2 2024
|
Bnc Wealth Management, LLC
|
BUY
|
- |
225New |
$163K - $205K
|
225
$177K
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
224+ 4.82% |
$162K - $204K
|
4.87K
$3.83M
|
|
|
Aug 02, 2024
Q2 2024
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
224New |
$162K - $204K
|
224
$176K
|
|
|
Aug 01, 2024
Q2 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
223New |
$162K - $203K
|
223
$175K
|
|
|
Jul 08, 2024
Q2 2024
|
Insight Wealth Strategies, LLC
San Ramon, CA |
BUY
|
- |
222New |
$161K - $202K
|
222
$175K
|
|
|
Jul 22, 2024
Q2 2024
|
Peoples Bank
|
BUY
|
- |
222+ 9.32% |
$161K - $202K
|
2.61K
$2.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
222+ 1.18% |
$161K - $202K
|
19K
$15M
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
BUY
|
- |
221New |
$160K - $201K
|
221
$174K
|
|
|
Jul 26, 2024
Q2 2024
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
221+ 7.56% |
$160K - $201K
|
3.15K
$2.48M
|
|
|
Aug 05, 2024
Q2 2024
|
Capula Management LTD
Grand Cayman, E9 |
BUY
|
- |
221New |
$160K - $201K
|
221
$174K
|
|
|
Aug 06, 2024
Q2 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
221New |
$160K - $201K
|
221
$174K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
218+ 23.77% |
$158K - $198K
|
1.14K
$893K
|
|
|
Jul 17, 2024
Q2 2024
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
216+ 16.28% |
$157K - $196K
|
1.54K
$1.21M
|
|
|
Jul 31, 2024
Q2 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
216+ 5.98% |
$157K - $196K
|
3.83K
$3.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
216+ 38.1% |
$157K - $196K
|
783
$616K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
215New |
$156K - $195K
|
215
$169K
|
|
|
Jul 16, 2024
Q2 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
215+ 8.46% |
$156K - $195K
|
2.76K
$2.17M
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
215+ 46.44% |
$156K - $195K
|
678
$534K
|
|
|
Aug 01, 2024
Q2 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
214+ 4.21% |
$155K - $195K
|
5.3K
$4.17M
|
|
|
Jul 24, 2024
Q2 2024
|
Herold Advisors, Inc.
|
BUY
|
- |
213+ 1.86% |
$154K - $194K
|
11.7K
$9.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
212+ 4.29% |
$154K - $193K
|
5.16K
$4.06M
|
|
|
Jul 23, 2024
Q2 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
211+ 3.99% |
$153K - $192K
|
5.5K
$4.33M
|
|
|
Jul 30, 2024
Q2 2024
|
L.M. Kohn & Company
|
BUY
|
- |
210+ 9.58% |
$152K - $191K
|
2.4K
$1.89M
|
|
|
Aug 14, 2024
Q2 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
210+ 5.55% |
$152K - $191K
|
3.99K
$3.14M
|
|
|
Jul 12, 2024
Q2 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
209+ 11.17% |
$151K - $190K
|
2.08K
$1.64M
|
|
|
Jul 22, 2024
Q2 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
208+ 4.62% |
$151K - $189K
|
4.71K
$3.71M
|
|
|
Jul 23, 2024
Q2 2024
|
Iowa State Bank
|
BUY
|
- |
208+ 4.21% |
$151K - $189K
|
5.15K
$4.05M
|
|
|
Aug 01, 2024
Q2 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
208+ 21.33% |
$151K - $189K
|
1.18K
$931K
|
|
|
Aug 13, 2024
Q2 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
208+ 44.16% |
$151K - $189K
|
679
$534K
|
|
|
Aug 14, 2024
Q2 2024
|
Victory Financial Group, LLC
Austin, TX |
BUY
|
- |
208+ 48.71% |
$151K - $189K
|
635
$500K
|
|
|
Jul 01, 2024
Q2 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
207+ 1.36% |
$150K - $188K
|
15.4K
$12.1M
|
|
|
Aug 01, 2024
Q2 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
207+ 4.79% |
$150K - $188K
|
4.53K
$3.56M
|
|
|
Aug 12, 2024
Q2 2024
|
Broderick Brian C
|
BUY
|
- |
207+ 8.13% |
$150K - $188K
|
2.75K
$2.17M
|
|
|
Aug 13, 2024
Q2 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
206+ 26.08% |
$149K - $187K
|
996
$784K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
205+ 50.12% |
$149K - $186K
|
614
$483K
|
|
|
Aug 07, 2024
Q2 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
204+ 17.01% |
$148K - $185K
|
1.4K
$1.1M
|
|
|
Aug 05, 2024
Q2 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
203+ 3.45% |
$147K - $185K
|
6.08K
$4.79M
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
203+ 3.76% |
$147K - $185K
|
5.6K
$4.4M
|
|
|
Jul 25, 2024
Q2 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
202New |
$146K - $184K
|
202
$159K
|
|
|
Aug 12, 2024
Q2 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
202+ 6.74% |
$146K - $184K
|
3.2K
$2.52M
|
|
|
Jul 12, 2024
Q2 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
200+ 3.37% |
$145K - $182K
|
6.14K
$4.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Adalta Capital Management LLC
New York, NY |
BUY
|
- |
200+ 16.88% |
$145K - $182K
|
1.39K
$1.09M
|
|
|
Aug 27, 2024
Q2 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
199+ 10.02% |
$144K - $181K
|
2.19K
$1.72M
|