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 30, 2024
Q2 2024
|
Holistic Financial Partners
|
BUY
|
- |
93+ 0.14% |
$67.4K - $84.5K
|
68K
$53.5M
|
|
|
Jul 12, 2024
Q2 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
92+ 12.55% |
$66.7K - $83.6K
|
825
$649K
|
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
92+ 0.75% |
$66.7K - $83.6K
|
12.4K
$9.78M
|
|
|
Aug 14, 2024
Q2 2024
|
Paloma Partners Management CO
Greenwich, CT |
BUY
|
- |
92New |
$66.7K - $83.6K
|
92
$72.4K
|
|
|
Apr 10, 2025
Q2 2024
|
Arrien Investments, Inc.
Boise, ID |
BUY
|
- |
92+ 37.4% |
$66.7K - $83.6K
|
338
$266K
|
|
|
Jul 12, 2024
Q2 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
91+ 8.53% |
$66K - $82.7K
|
1.16K
$911K
|
|
|
Aug 12, 2024
Q2 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
91+ 3.77% |
$66K - $82.7K
|
2.5K
$1.97M
|
|
|
Aug 13, 2024
Q2 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
91+ 35.97% |
$66K - $82.7K
|
344
$271K
|
|
|
Jul 30, 2024
Q2 2024
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
90+ 2.1% |
$65.2K - $81.8K
|
4.37K
$3.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
89+ 23.54% |
$64.5K - $80.9K
|
467
$367K
|
|
|
Aug 12, 2024
Q2 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
89+ 0.84% |
$64.5K - $80.9K
|
10.7K
$8.42M
|
|
|
Aug 13, 2024
Q2 2024
|
Ajo Vista, LLC
Boston, MA |
BUY
|
- |
89+ 17.49% |
$64.5K - $80.9K
|
598
$471K
|
|
|
Aug 13, 2024
Q2 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
89+ 1.2% |
$64.5K - $80.9K
|
7.48K
$5.89M
|
|
|
Jul 17, 2024
Q2 2024
|
De Dora Capital, Inc.
|
BUY
|
- |
88+ 4.09% |
$63.8K - $80K
|
2.24K
$1.76M
|
|
|
Aug 07, 2024
Q2 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
88+ 0.94% |
$63.8K - $80K
|
9.45K
$7.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
87+ 2.12% |
$63.1K - $79.1K
|
4.19K
$3.3M
|
|
|
Aug 01, 2024
Q2 2024
|
Affiance Financial, LLC
|
BUY
|
- |
85+ 4.62% |
$61.6K - $77.3K
|
1.93K
$1.51M
|
|
|
Aug 12, 2024
Q2 2024
|
Altrius Capital Management Inc
New Bern, NC |
BUY
|
- |
85+ 7.16% |
$61.6K - $77.3K
|
1.27K
$1M
|
|
|
Aug 12, 2024
Q2 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
85+ 9.48% |
$61.6K - $77.3K
|
982
$773K
|
|
|
Aug 13, 2024
Q2 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
85+ 3.23% |
$61.6K - $77.3K
|
2.72K
$2.14M
|
|
|
Jul 26, 2024
Q2 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
83+ 4.27% |
$60.2K - $75.5K
|
2.03K
$1.59M
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
83+ 0.22% |
$60.2K - $75.5K
|
38.3K
$30.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Plancorp, LLC
|
BUY
|
- |
83+ 0.67% |
$60.2K - $75.5K
|
12.4K
$9.79M
|
|
|
Aug 09, 2024
Q2 2024
|
Excalibur Management Corp
|
BUY
|
- |
83+ 6.44% |
$60.2K - $75.5K
|
1.37K
$1.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Sunpointe, LLC
St. Louis, MO |
BUY
|
- |
82+ 12.37% |
$59.4K - $74.5K
|
745
$586K
|
|
|
Jul 22, 2024
Q2 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
82+ 8.38% |
$59.4K - $74.5K
|
1.06K
$834K
|
|
|
Jul 25, 2024
Q2 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
82+ 9.49% |
$59.4K - $74.5K
|
946
$744K
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
82+ 54.67% |
$59.4K - $74.5K
|
232
$183K
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
82+ 7.78% |
$59.4K - $74.5K
|
1.14K
$894K
|
|
|
Aug 02, 2024
Q2 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
81+ 27.84% |
$58.7K - $73.6K
|
372
$293K
|
|
|
Aug 07, 2024
Q2 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
81+ 2.77% |
$58.7K - $73.6K
|
3.01K
$2.36M
|
|
|
Jul 23, 2024
Q2 2024
|
Courier Capital LLC
|
BUY
|
- |
80+ 1.61% |
$58K - $72.7K
|
5.04K
$3.97M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
79+ 5.57% |
$57.3K - $71.8K
|
1.5K
$1.18M
|
|
|
Aug 14, 2024
Q2 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
79+ 3.83% |
$57.3K - $71.8K
|
2.14K
$1.68M
|
|
|
Jul 10, 2024
Q2 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
78+ 11.64% |
$56.5K - $70.9K
|
748
$589K
|
|
|
Jul 25, 2024
Q2 2024
|
Pettinga Financial Advisors, LLC
|
BUY
|
- |
78+ 17.85% |
$56.5K - $70.9K
|
515
$405K
|
|
|
Jul 29, 2024
Q2 2024
|
Bank Ozk
|
BUY
|
- |
78+ 0.68% |
$56.5K - $70.9K
|
11.6K
$9.15M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
78+ 1.48% |
$56.5K - $70.9K
|
5.36K
$4.22M
|
|
|
Aug 12, 2024
Q2 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
78+ 8.55% |
$56.5K - $70.9K
|
990
$779K
|
|
|
Jul 11, 2024
Q2 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
76+ 15.57% |
$55.1K - $69.1K
|
564
$444K
|
|
|
Jul 12, 2024
Q2 2024
|
Accel Wealth Management
|
BUY
|
- |
76+ 8.09% |
$55.1K - $69.1K
|
1.02K
$800K
|
|
|
Jul 22, 2024
Q2 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
76+ 28.57% |
$55.1K - $69.1K
|
342
$269K
|
|
|
Jul 23, 2024
Q2 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
76+ 9.84% |
$55.1K - $69.1K
|
848
$667K
|
|
|
Aug 01, 2024
Q2 2024
|
Wisconsin Capital Management LLC
|
BUY
|
- |
76+ 1.04% |
$55.1K - $69.1K
|
7.4K
$5.82M
|
|
|
Aug 07, 2024
Q2 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
76+ 18.18% |
$55.1K - $69.1K
|
494
$389K
|
|
|
Aug 13, 2024
Q2 2024
|
1776 Wealth LLC
|
BUY
|
- |
76+ 6.46% |
$55.1K - $69.1K
|
1.25K
$985K
|
|
|
Aug 13, 2024
Q2 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
76+ 3.48% |
$55.1K - $69.1K
|
2.26K
$1.78M
|
|
|
Jul 09, 2024
Q2 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
75+ 1.39% |
$54.4K - $68.2K
|
5.49K
$4.32M
|
|
|
Jul 18, 2024
Q2 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
75+ 25.17% |
$54.4K - $68.2K
|
373
$294K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
75+ 1.19% |
$54.4K - $68.2K
|
6.37K
$5.01M
|