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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
BUY
|
- |
162+ 5.66% |
$117K - $147K
|
3.03K
$2.35M
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
162+ 0.52% |
$117K - $147K
|
31.5K
$24.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
162+ 7.57% |
$117K - $147K
|
2.3K
$1.79M
|
|
|
Jul 30, 2024
Q2 2024
|
Arrow Financial Corp
|
BUY
|
- |
161+ 1.88% |
$117K - $146K
|
8.73K
$6.78M
|
|
|
Aug 15, 2024
Q2 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
BUY
|
- |
161+ 13.36% |
$117K - $146K
|
1.37K
$1.06M
|
|
|
Jul 24, 2024
Q2 2024
|
Sather Financial Group Inc
|
BUY
|
- |
160+ 9.98% |
$116K - $145K
|
1.76K
$1.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Maryland State Retirement & Pension System
|
BUY
|
- |
160+ 0.24% |
$116K - $145K
|
66.3K
$51.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
160New |
$116K - $145K
|
160
$124K
|
|
|
Jul 05, 2024
Q2 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
159+ 21.6% |
$115K - $145K
|
895
$695K
|
|
|
Aug 05, 2024
Q2 2024
|
Advisor Os, LLC
|
BUY
|
- |
159+ 3.51% |
$115K - $145K
|
4.69K
$3.64M
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
158+ 1.39% |
$115K - $144K
|
11.5K
$8.94M
|
|
|
Aug 13, 2024
Q2 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
158+ 5.19% |
$115K - $144K
|
3.2K
$2.48M
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
158+ 6.53% |
$115K - $144K
|
2.58K
$2M
|
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
157+ 1.71% |
$114K - $143K
|
9.34K
$7.25M
|
|
|
Jul 26, 2024
Q2 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
155+ 13.45% |
$112K - $141K
|
1.31K
$1.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Frg Family Wealth Advisors LLC
|
BUY
|
- |
155+ 1.8% |
$112K - $141K
|
8.75K
$6.79M
|
|
|
Aug 13, 2024
Q2 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
155+ 9.32% |
$112K - $141K
|
1.82K
$1.41M
|
|
|
Aug 13, 2024
Q2 2024
|
Venture Visionary Partners LLC
|
BUY
|
- |
154+ 2.41% |
$112K - $140K
|
6.53K
$5.07M
|
|
|
Jul 08, 2024
Q2 2024
|
Banc First Trust & Investment Management
Oklahoma City, OK |
BUY
|
- |
153+ 24.76% |
$111K - $139K
|
771
$599K
|
|
|
Jul 12, 2024
Q2 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
153+ 40.69% |
$111K - $139K
|
529
$411K
|
|
|
Aug 01, 2024
Q2 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
153+ 19.95% |
$111K - $139K
|
920
$714K
|
|
|
Aug 14, 2024
Q2 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
151+ 1.03% |
$109K - $137K
|
14.9K
$11.5M
|
|
|
Jul 25, 2024
Q2 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
150+ 3.31% |
$109K - $136K
|
4.68K
$3.63M
|
|
|
Jul 30, 2024
Q2 2024
|
Platform Technology Partners
|
BUY
|
- |
148+ 7.08% |
$107K - $135K
|
2.24K
$1.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
147+ 8.0% |
$107K - $134K
|
1.99K
$1.54M
|
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
146+ 20.17% |
$106K - $133K
|
870
$676K
|
|
|
Jul 31, 2024
Q2 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
146+ 2.61% |
$106K - $133K
|
5.74K
$4.45M
|
|
|
Aug 01, 2024
Q2 2024
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
146+ 4.17% |
$106K - $133K
|
3.65K
$2.83M
|
|
|
Jul 19, 2024
Q2 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
BUY
|
- |
145+ 26.03% |
$105K - $132K
|
702
$545K
|
|
|
Jul 31, 2024
Q2 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
143+ 27.66% |
$104K - $130K
|
660
$512K
|
|
|
Jan 10, 2025
Q2 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
143+ 14.31% |
$104K - $130K
|
1.14K
$887K
|
|
|
Jul 11, 2024
Q2 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
142+ 48.97% |
$103K - $129K
|
432
$335K
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
142+ 23.55% |
$103K - $129K
|
745
$578K
|
|
|
Aug 01, 2024
Q2 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
142+ 2.65% |
$103K - $129K
|
5.5K
$4.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
142+ 3.62% |
$103K - $129K
|
4.06K
$3.16M
|
|
|
Jul 12, 2024
Q2 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
141+ 25.64% |
$102K - $128K
|
691
$537K
|
|
|
Aug 14, 2024
Q2 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
141+ 9.11% |
$102K - $128K
|
1.69K
$1.31M
|
|
|
Jul 23, 2024
Q2 2024
|
Boothe Investment Group, Inc.
Dover, DE |
BUY
|
- |
140+ 3.41% |
$101K - $127K
|
4.25K
$3.3M
|
|
|
Aug 06, 2024
Q2 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
140+ 11.9% |
$101K - $127K
|
1.32K
$1.02M
|
|
|
Aug 07, 2024
Q2 2024
|
Alaska Permanent Fund Corp
Juneau, AK |
BUY
|
- |
138+ 0.76% |
$100K - $125K
|
18.2K
$14.2M
|
|
|
Jul 10, 2024
Q2 2024
|
S.A. Mason LLC
|
BUY
|
- |
137+ 7.58% |
$99.3K - $125K
|
1.94K
$1.51M
|
|
|
Jul 11, 2024
Q2 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
137+ 0.94% |
$99.3K - $125K
|
14.7K
$11.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
137+ 31.35% |
$99.3K - $125K
|
574
$446K
|
|
|
Aug 06, 2024
Q2 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
BUY
|
- |
136+ 7.78% |
$98.6K - $124K
|
1.88K
$1.46M
|
|
|
Aug 07, 2024
Q2 2024
|
Syverson Strege & CO
West Des Moines, IA |
BUY
|
- |
136+ 40.36% |
$98.6K - $124K
|
473
$367K
|
|
|
Aug 14, 2024
Q2 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
136New |
$98.6K - $124K
|
136
$106K
|
|
|
Feb 20, 2025
Q2 2024
|
Wormser Freres Gestion
Paris, I0 |
BUY
|
- |
136New |
$98.6K - $124K
|
136
$106K
|
|
|
Jul 09, 2024
Q2 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
135+ 3.6% |
$97.9K - $123K
|
3.89K
$3.02M
|
|
|
Jul 17, 2024
Q2 2024
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
135+ 2.74% |
$97.9K - $123K
|
5.05K
$3.92M
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
135+ 7.04% |
$97.9K - $123K
|
2.05K
$1.59M
|