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
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
75+ 2.56% |
$54.4K - $68.2K
|
3.01K
$2.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
75+ 16.16% |
$54.4K - $68.2K
|
539
$424K
|
|
|
Aug 13, 2024
Q2 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
75+ 29.07% |
$54.4K - $68.2K
|
333
$262K
|
|
|
Aug 14, 2024
Q2 2024
|
Stone House Investment Management, LLC
|
BUY
|
- |
75+ 59.52% |
$54.4K - $68.2K
|
201
$158K
|
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
74+ 11.73% |
$53.6K - $67.3K
|
705
$555K
|
|
|
Jul 12, 2024
Q2 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
73+ 2.33% |
$52.9K - $66.4K
|
3.21K
$2.52M
|
|
|
Jul 23, 2024
Q2 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
73+ 12.78% |
$52.9K - $66.4K
|
644
$507K
|
|
|
Jul 29, 2024
Q2 2024
|
Highview Capital Management LLC
|
BUY
|
- |
73+ 1.12% |
$52.9K - $66.4K
|
6.58K
$5.18M
|
|
|
Aug 13, 2024
Q2 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
73+ 1.9% |
$52.9K - $66.4K
|
3.91K
$3.08M
|
|
|
Aug 09, 2024
Q2 2024
|
Fairway Wealth LLC
Independence, OH |
BUY
|
- |
72New |
$52.2K - $65.5K
|
72
$56.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Annex Advisory Services, LLC
|
BUY
|
- |
71+ 1.64% |
$51.5K - $64.5K
|
4.4K
$3.46M
|
|
|
Jul 25, 2024
Q2 2024
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
71+ 1.09% |
$51.5K - $64.5K
|
6.58K
$5.18M
|
|
|
Jul 25, 2024
Q2 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
71+ 3.1% |
$51.5K - $64.5K
|
2.36K
$1.86M
|
|
|
Jul 31, 2024
Q2 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
71+ 10.79% |
$51.5K - $64.5K
|
729
$574K
|
|
|
Aug 06, 2024
Q2 2024
|
Beacon Financial Group
|
BUY
|
- |
71+ 7.76% |
$51.5K - $64.5K
|
986
$776K
|
|
|
Aug 13, 2024
Q2 2024
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
BUY
|
- |
71+ 14.7% |
$51.5K - $64.5K
|
554
$436K
|
|
|
Jul 08, 2024
Q2 2024
|
Great Waters Wealth Management
Minneapolis, MN |
BUY
|
- |
70+ 8.3% |
$50.7K - $63.6K
|
913
$718K
|
|
|
Jul 12, 2024
Q2 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
70+ 10.75% |
$50.7K - $63.6K
|
721
$567K
|
|
|
Jul 15, 2024
Q2 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
70+ 1.27% |
$50.7K - $63.6K
|
5.57K
$4.38M
|
|
|
Jul 16, 2024
Q2 2024
|
Falcon Wealth Planning
|
BUY
|
- |
70+ 10.37% |
$50.7K - $63.6K
|
745
$586K
|
|
|
Jul 18, 2024
Q2 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
70+ 8.39% |
$50.7K - $63.6K
|
904
$711K
|
|
|
Aug 01, 2024
Q2 2024
|
Convergence Investment Partners, LLC
|
BUY
|
- |
70+ 3.25% |
$50.7K - $63.6K
|
2.23K
$1.75M
|
|
|
Aug 06, 2024
Q2 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
70+ 2.71% |
$50.7K - $63.6K
|
2.65K
$2.09M
|
|
|
Aug 08, 2024
Q2 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
70+ 6.37% |
$50.7K - $63.6K
|
1.17K
$920K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
70+ 4.86% |
$50.7K - $63.6K
|
1.51K
$1.19M
|
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
70+ 26.22% |
$50.7K - $63.6K
|
337
$265K
|
|
|
Jul 01, 2024
Q2 2024
|
Bank Of New Hampshire
|
BUY
|
- |
69+ 9.94% |
$50K - $62.7K
|
763
$600K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
69+ 4.1% |
$50K - $62.7K
|
1.75K
$1.38M
|
|
|
Jul 22, 2024
Q2 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
69+ 1.04% |
$50K - $62.7K
|
6.69K
$5.27M
|
|
|
Jul 30, 2024
Q2 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
69+ 11.86% |
$50K - $62.7K
|
651
$512K
|
|
|
Jul 31, 2024
Q2 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
69+ 0.99% |
$50K - $62.7K
|
7.03K
$5.53M
|
|
|
Aug 01, 2024
Q2 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
69+ 6.51% |
$50K - $62.7K
|
1.13K
$888K
|
|
|
Aug 07, 2024
Q2 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
69+ 25.0% |
$50K - $62.7K
|
345
$271K
|
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
BUY
|
- |
68+ 0.76% |
$49.3K - $61.8K
|
8.96K
$7.05M
|
|
|
Jul 31, 2024
Q2 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
68+ 2.83% |
$49.3K - $61.8K
|
2.47K
$1.94M
|
|
|
Jul 11, 2024
Q2 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
67+ 10.0% |
$48.6K - $60.9K
|
737
$580K
|
|
|
Jul 16, 2024
Q2 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
67+ 1.09% |
$48.6K - $60.9K
|
6.19K
$4.87M
|
|
|
Jul 24, 2024
Q2 2024
|
Leonard Rickey Investment Advisors P.L.L.C.
|
BUY
|
- |
67+ 21.47% |
$48.6K - $60.9K
|
379
$298K
|
|
|
Jul 31, 2024
Q2 2024
|
Wcm Investment Management, LLC
Laguna Beach, CA |
BUY
|
- |
67+ 0.58% |
$48.6K - $60.9K
|
11.5K
$9.08M
|
|
|
Jul 31, 2024
Q2 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
67+ 0.03% |
$48.6K - $60.9K
|
234K
$184M
|
|
|
Aug 06, 2024
Q2 2024
|
Private Management Group Inc
|
BUY
|
- |
67+ 11.51% |
$48.6K - $60.9K
|
649
$511K
|
|
|
Jul 18, 2024
Q2 2024
|
Gladius Capital Management LP
Chicago, IL |
BUY
|
- |
66+ 5.78% |
$47.8K - $60K
|
1.21K
$950K
|
|
|
Jul 22, 2024
Q2 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
66+ 2.69% |
$47.8K - $60K
|
2.52K
$1.99M
|
|
|
Aug 02, 2024
Q2 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
66+ 2.18% |
$47.8K - $60K
|
3.1K
$2.44M
|
|
|
Aug 12, 2024
Q2 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
66+ 14.07% |
$47.8K - $60K
|
535
$421K
|
|
|
Jul 12, 2024
Q2 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
65+ 4.83% |
$47.1K - $59.1K
|
1.41K
$1.11M
|
|
|
Jul 31, 2024
Q2 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
65+ 7.07% |
$47.1K - $59.1K
|
985
$775K
|
|
|
Aug 06, 2024
Q2 2024
|
Cairn Investment Group, Inc.
|
BUY
|
- |
65+ 1.82% |
$47.1K - $59.1K
|
3.65K
$2.87M
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
64+ 0.65% |
$46.4K - $58.2K
|
9.91K
$7.79M
|
|
|
Aug 06, 2024
Q2 2024
|
Chicago Capital, LLC
|
BUY
|
- |
64+ 0.24% |
$46.4K - $58.2K
|
26.9K
$21.2M
|