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
|
Capstone Financial Advisors, Inc.
Downers Grove, IL |
BUY
|
- |
64+ 10.19% |
$46.4K - $58.2K
|
692
$545K
|
|
|
Aug 14, 2024
Q2 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
64+ 1.61% |
$46.4K - $58.2K
|
4.04K
$3.18M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
63+ 0.15% |
$45.7K - $57.3K
|
43.4K
$34.1M
|
|
|
Jul 24, 2024
Q2 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
63+ 1.04% |
$45.7K - $57.3K
|
6.14K
$4.83M
|
|
|
Aug 06, 2024
Q2 2024
|
Tru Independence LLC
|
BUY
|
- |
63+ 24.32% |
$45.7K - $57.3K
|
322
$253K
|
|
|
Aug 14, 2024
Q2 2024
|
Alley Investment Management Company, LLC
|
BUY
|
- |
63+ 0.59% |
$45.7K - $57.3K
|
10.7K
$8.41M
|
|
|
Jul 16, 2024
Q2 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
62+ 13.42% |
$44.9K - $56.4K
|
524
$412K
|
|
|
Jul 31, 2024
Q2 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
62+ 2.84% |
$44.9K - $56.4K
|
2.24K
$1.76M
|
|
|
Jul 26, 2024
Q2 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
61+ 8.29% |
$44.2K - $55.5K
|
797
$627K
|
|
|
Aug 13, 2024
Q2 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
61+ 4.69% |
$44.2K - $55.5K
|
1.36K
$1.07M
|
|
|
Jul 16, 2024
Q2 2024
|
Dock Street Asset Management Inc
|
BUY
|
- |
60+ 5.37% |
$43.5K - $54.5K
|
1.18K
$927K
|
|
|
Jul 16, 2024
Q2 2024
|
Adams Wealth Management
|
BUY
|
- |
60+ 17.19% |
$43.5K - $54.5K
|
409
$322K
|
|
|
Jul 25, 2024
Q2 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
60+ 117.65% |
$43.5K - $54.5K
|
111
$87.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Range Financial Group LLC
|
BUY
|
- |
60+ 1.44% |
$43.5K - $54.5K
|
4.23K
$3.32M
|
|
|
Aug 02, 2024
Q2 2024
|
Index Fund Advisors, Inc.
|
BUY
|
- |
60+ 9.13% |
$43.5K - $54.5K
|
717
$564K
|
|
|
Aug 05, 2024
Q2 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
60+ 2.63% |
$43.5K - $54.5K
|
2.34K
$1.84M
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
60+ 0.21% |
$43.5K - $54.5K
|
28.2K
$22.2M
|
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
59New |
$42.8K - $53.6K
|
59
$46.4K
|
|
|
Aug 07, 2024
Q2 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
59+ 34.5% |
$42.8K - $53.6K
|
230
$181K
|
|
|
Jul 18, 2024
Q2 2024
|
Old Port Advisors
|
BUY
|
- |
58+ 4.8% |
$42K - $52.7K
|
1.27K
$996K
|
|
|
Jul 24, 2024
Q2 2024
|
Destination Wealth Management
|
BUY
|
- |
58+ 3.23% |
$42K - $52.7K
|
1.85K
$1.46M
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
58+ 4.49% |
$42K - $52.7K
|
1.35K
$1.06M
|
|
|
Aug 08, 2024
Q2 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
58+ 5.74% |
$42K - $52.7K
|
1.07K
$841K
|
|
|
Aug 14, 2024
Q2 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
58+ 12.92% |
$42K - $52.7K
|
507
$399K
|
|
|
Jul 22, 2024
Q2 2024
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
57+ 10.48% |
$41.3K - $51.8K
|
601
$473K
|
|
|
Jul 30, 2024
Q2 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
57+ 19.52% |
$41.3K - $51.8K
|
349
$275K
|
|
|
Aug 06, 2024
Q2 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
57+ 2.09% |
$41.3K - $51.8K
|
2.79K
$2.19M
|
|
|
Jul 22, 2024
Q2 2024
|
Essex LLC
|
BUY
|
- |
56+ 2.99% |
$40.6K - $50.9K
|
1.93K
$1.52M
|
|
|
Aug 02, 2024
Q2 2024
|
Deseret Mutual Benefit Administrators
|
BUY
|
- |
56+ 1.73% |
$40.6K - $50.9K
|
3.3K
$2.6M
|
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
56+ 20.29% |
$40.6K - $50.9K
|
332
$261K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
56+ 4.25% |
$40.6K - $50.9K
|
1.38K
$1.08M
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
56+ 0.57% |
$40.6K - $50.9K
|
9.84K
$7.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
55+ 0.21% |
$39.9K - $50K
|
26.2K
$20.6M
|
|
|
Jul 19, 2024
Q2 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
55+ 0.53% |
$39.9K - $50K
|
10.4K
$8.18M
|
|
|
Jul 26, 2024
Q2 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
55+ 6.09% |
$39.9K - $50K
|
958
$754K
|
|
|
Aug 13, 2024
Q2 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
55+ 6.12% |
$39.9K - $50K
|
954
$751K
|
|
|
Jul 12, 2024
Q2 2024
|
Compton Wealth Advisory Group, LLC
|
BUY
|
- |
54+ 7.67% |
$39.1K - $49.1K
|
758
$596K
|
|
|
Jul 22, 2024
Q2 2024
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
54+ 0.27% |
$39.1K - $49.1K
|
20.3K
$15.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
54+ 2.13% |
$39.1K - $49.1K
|
2.59K
$2.04M
|
|
|
Jul 17, 2024
Q2 2024
|
E Rn Financial, LLC
|
BUY
|
- |
53+ 3.75% |
$38.4K - $48.2K
|
1.47K
$1.15M
|
|
|
Aug 02, 2024
Q2 2024
|
Round Rock Advisors, LLC
|
BUY
|
- |
53+ 14.36% |
$38.4K - $48.2K
|
422
$332K
|
|
|
Aug 14, 2024
Q2 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
53+ 0.78% |
$38.4K - $48.2K
|
6.82K
$5.36M
|
|
|
Jul 24, 2024
Q2 2024
|
Advisory Resource Group
|
BUY
|
- |
52+ 3.1% |
$37.7K - $47.3K
|
1.73K
$1.36M
|
|
|
Aug 05, 2024
Q2 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
52+ 1.52% |
$37.7K - $47.3K
|
3.48K
$2.74M
|
|
|
Jul 12, 2024
Q2 2024
|
Norway Savings Bank
|
BUY
|
- |
51+ 0.94% |
$37K - $46.4K
|
5.48K
$4.31M
|
|
|
Jul 16, 2024
Q2 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
51+ 0.27% |
$37K - $46.4K
|
19.1K
$15M
|
|
|
Jul 25, 2024
Q2 2024
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
51+ 4.03% |
$37K - $46.4K
|
1.32K
$1.04M
|
|
|
Aug 02, 2024
Q2 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
51+ 12.78% |
$37K - $46.4K
|
450
$354K
|
|
|
Aug 14, 2024
Q2 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
51+ 1.81% |
$37K - $46.4K
|
2.86K
$2.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Voya Financial Advisors, Inc.
Windsor, CT |
BUY
|
- |
51+ 2.95% |
$37K - $46.4K
|
1.78K
$1.4M
|