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
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
111+ 6.46% |
$80.5K - $101K
|
1.83K
$1.42M
|
|
|
Aug 14, 2024
Q2 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
110+ 27.92% |
$79.7K - $100K
|
504
$391K
|
|
|
Aug 22, 2024
Q2 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
110+ 17.94% |
$79.7K - $100K
|
723
$561K
|
|
|
Jul 26, 2024
Q2 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
109+ 13.47% |
$79K - $99.1K
|
918
$713K
|
|
|
Jul 31, 2024
Q2 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
109+ 1.43% |
$79K - $99.1K
|
7.74K
$6.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
109+ 3.11% |
$79K - $99.1K
|
3.62K
$2.81M
|
|
|
Aug 15, 2024
Q2 2024
|
Ninepoint Partners LP
|
BUY
|
- |
109New |
$79K - $99.1K
|
109
$84.6K
|
|
|
Aug 07, 2024
Q2 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
107+ 3.96% |
$77.6K - $97.3K
|
2.81K
$2.18M
|
|
|
Jul 15, 2024
Q2 2024
|
Cooper Financial Group
|
BUY
|
- |
106+ 6.97% |
$76.8K - $96.4K
|
1.63K
$1.26M
|
|
|
Jul 26, 2024
Q2 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
106+ 7.81% |
$76.8K - $96.4K
|
1.46K
$1.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
106+ 4.58% |
$76.8K - $96.4K
|
2.42K
$1.88M
|
|
|
Aug 06, 2024
Q2 2024
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
106+ 50.0% |
$76.8K - $96.4K
|
318
$247K
|
|
|
Aug 06, 2024
Q2 2024
|
Fox Hill Wealth Management
Dedham, MA |
BUY
|
- |
106+ 1.01% |
$76.8K - $96.4K
|
10.6K
$8.27M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
105+ 1.57% |
$76.1K - $95.4K
|
6.81K
$5.29M
|
|
|
Jul 24, 2024
Q2 2024
|
Retirement Systems Of Alabama
|
BUY
|
- |
105+ 0.06% |
$76.1K - $95.4K
|
176K
$137M
|
|
|
Jul 26, 2024
Q2 2024
|
West Branch Capital LLC
|
BUY
|
- |
105+ 2.49% |
$76.1K - $95.4K
|
4.33K
$3.36M
|
|
|
Aug 12, 2024
Q2 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
105+ 6.82% |
$76.1K - $95.4K
|
1.65K
$1.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
105New |
$76.1K - $95.4K
|
105
$81.5K
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
104+ 0.45% |
$75.4K - $94.5K
|
23.4K
$18.2M
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
104+ 0.5% |
$75.4K - $94.5K
|
20.8K
$16.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
104+ 1.6% |
$75.4K - $94.5K
|
6.61K
$5.13M
|
|
|
Jul 23, 2024
Q2 2024
|
Jacobsen Capital Management
|
BUY
|
- |
103+ 8.92% |
$74.7K - $93.6K
|
1.26K
$977K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
103+ 0.41% |
$74.7K - $93.6K
|
25.4K
$19.7M
|
|
|
Jul 11, 2024
Q2 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
102+ 0.75% |
$73.9K - $92.7K
|
13.7K
$10.6M
|
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
102+ 8.94% |
$73.9K - $92.7K
|
1.24K
$965K
|
|
|
Jul 12, 2024
Q2 2024
|
Bath Savings Trust CO
|
BUY
|
- |
101+ 0.47% |
$73.2K - $91.8K
|
21.7K
$16.9M
|
|
|
Jul 26, 2024
Q2 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
101+ 22.05% |
$73.2K - $91.8K
|
559
$434K
|
|
|
Aug 14, 2024
Q2 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
BUY
|
- |
101+ 0.24% |
$73.2K - $91.8K
|
43K
$33.4M
|
|
|
Jul 17, 2024
Q2 2024
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
BUY
|
- |
100+ 8.24% |
$72.5K - $90.9K
|
1.31K
$1.02M
|
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
100+ 1.54% |
$72.5K - $90.9K
|
6.6K
$5.12M
|
|
|
Jul 24, 2024
Q2 2024
|
Grove Bank & Trust
|
BUY
|
- |
100+ 1.72% |
$72.5K - $90.9K
|
5.9K
$4.58M
|
|
|
Jul 25, 2024
Q2 2024
|
Optas, LLC
|
BUY
|
- |
100+ 4.0% |
$72.5K - $90.9K
|
2.6K
$2.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
100+ 0.93% |
$72.5K - $90.9K
|
10.9K
$8.42M
|
|
|
Aug 01, 2024
Q2 2024
|
Everett Harris & CO
|
BUY
|
- |
100+ 1.12% |
$72.5K - $90.9K
|
9.04K
$7.02M
|
|
|
Aug 02, 2024
Q2 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
100+ 3.06% |
$72.5K - $90.9K
|
3.37K
$2.62M
|
|
|
Aug 08, 2024
Q2 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
100+ 1.26% |
$72.5K - $90.9K
|
8.02K
$6.22M
|
|
|
Aug 09, 2024
Q2 2024
|
Taylor Hoffman Wealth Management
Richmond, VA |
BUY
|
- |
100+ 15.9% |
$72.5K - $90.9K
|
729
$566K
|
|
|
Aug 13, 2024
Q2 2024
|
German American Bancorp, Inc.
Jasper, IN |
BUY
|
- |
100+ 4.66% |
$72.5K - $90.9K
|
2.25K
$1.75M
|
|
|
Oct 29, 2024
Q2 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
100+ 71.94% |
$72.5K - $90.9K
|
239
$186K
|
|
|
Jul 03, 2024
Q2 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
98+ 5.67% |
$71K - $89.1K
|
1.83K
$1.42M
|
|
|
Jul 30, 2024
Q2 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
98+ 1.29% |
$71K - $89.1K
|
7.71K
$5.99M
|
|
|
Aug 14, 2024
Q2 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
98+ 2.02% |
$71K - $89.1K
|
4.94K
$3.84M
|
|
|
Jul 09, 2024
Q2 2024
|
Somerset Trust CO
|
BUY
|
- |
97+ 16.93% |
$70.3K - $88.2K
|
670
$520K
|
|
|
Jul 25, 2024
Q2 2024
|
Planning Alternatives LTD
|
BUY
|
- |
96+ 21.48% |
$69.6K - $87.3K
|
543
$422K
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
96+ 1.09% |
$69.6K - $87.3K
|
8.92K
$6.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
95+ 36.82% |
$68.9K - $86.4K
|
353
$274K
|
|
|
Jul 17, 2024
Q2 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
94+ 5.15% |
$68.1K - $85.4K
|
1.92K
$1.49M
|
|
|
Jul 19, 2024
Q2 2024
|
Riverwater Partners LLC
|
BUY
|
- |
94+ 9.45% |
$68.1K - $85.4K
|
1.09K
$846K
|
|
|
Aug 14, 2024
Q2 2024
|
Cornerstone Advisory, LLC
|
BUY
|
- |
94+ 3.86% |
$68.1K - $85.4K
|
2.53K
$1.97M
|
|
|
Jul 29, 2024
Q2 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
93+ 1.71% |
$67.4K - $84.5K
|
5.53K
$4.29M
|