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 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
50+ 9.84% |
$36.2K - $45.5K
|
558
$439K
|
|
|
Jul 22, 2024
Q2 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
50+ 2.5% |
$36.2K - $45.5K
|
2.05K
$1.62M
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
50New |
$36.2K - $45.5K
|
50
$39.3K
|
|
|
Jul 30, 2024
Q2 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
50+ 5.07% |
$36.2K - $45.5K
|
1.04K
$815K
|
|
|
Aug 09, 2024
Q2 2024
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
50+ 16.78% |
$36.2K - $45.5K
|
348
$274K
|
|
|
Aug 13, 2024
Q2 2024
|
Klcm Advisors, Inc.
|
BUY
|
- |
50+ 0.7% |
$36.2K - $45.5K
|
7.22K
$5.68M
|
|
|
Aug 14, 2024
Q2 2024
|
Jsf Financial, LLC
|
BUY
|
- |
50+ 2.51% |
$36.2K - $45.5K
|
2.04K
$1.6M
|
|
|
Jul 10, 2024
Q2 2024
|
Mps Loria Financial Planners, LLC
|
BUY
|
- |
49+ 4.25% |
$35.5K - $44.5K
|
1.2K
$947K
|
|
|
Aug 07, 2024
Q2 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
49+ 2.32% |
$35.5K - $44.5K
|
2.16K
$1.7M
|
|
|
Aug 08, 2024
Q2 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
49+ 2.82% |
$35.5K - $44.5K
|
1.79K
$1.41M
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
49+ 0.43% |
$35.5K - $44.5K
|
11.5K
$9.05M
|
|
|
Jul 18, 2024
Q2 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
48+ 2.64% |
$34.8K - $43.6K
|
1.87K
$1.47M
|
|
|
Aug 02, 2024
Q2 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
48+ 4.47% |
$34.8K - $43.6K
|
1.12K
$883K
|
|
|
Aug 02, 2024
Q2 2024
|
Birchcreek Wealth Management, LLC
Miami Township, OH |
BUY
|
- |
48+ 2.24% |
$34.8K - $43.6K
|
2.19K
$1.72M
|
|
|
Jan 28, 2025
Q2 2024
|
Westmount Partners, LLC
Los Angeles, CA |
BUY
|
- |
48+ 4.5% |
$34.8K - $43.6K
|
1.12K
$877K
|
|
|
Aug 14, 2024
Q2 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
47+ 3.87% |
$34.1K - $42.7K
|
1.26K
$993K
|
|
|
Jul 30, 2024
Q2 2024
|
Private Ocean, LLC
|
BUY
|
- |
46+ 4.21% |
$33.3K - $41.8K
|
1.14K
$896K
|
|
|
Jul 31, 2024
Q2 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
46+ 2.31% |
$33.3K - $41.8K
|
2.04K
$1.6M
|
|
|
Aug 01, 2024
Q2 2024
|
Hemington Wealth Management
|
BUY
|
- |
46+ 5.44% |
$33.3K - $41.8K
|
891
$701K
|
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
BUY
|
- |
46+ 5.17% |
$33.3K - $41.8K
|
936
$737K
|
|
|
Aug 12, 2024
Q2 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
46+ 0.89% |
$33.3K - $41.8K
|
5.21K
$4.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
BUY
|
- |
46+ 1.93% |
$33.3K - $41.8K
|
2.43K
$1.91M
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
45+ 1.31% |
$32.6K - $40.9K
|
3.47K
$2.73M
|
|
|
Jul 23, 2024
Q2 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
45+ 2.33% |
$32.6K - $40.9K
|
1.98K
$1.55M
|
|
|
Aug 02, 2024
Q2 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
45+ 9.68% |
$32.6K - $40.9K
|
510
$401K
|
|
|
Aug 06, 2024
Q2 2024
|
Fiducient Advisors LLC
|
BUY
|
- |
45+ 6.1% |
$32.6K - $40.9K
|
783
$616K
|
|
|
Aug 07, 2024
Q2 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
BUY
|
- |
45+ 2.32% |
$32.6K - $40.9K
|
1.98K
$1.56M
|
|
|
Jul 11, 2024
Q2 2024
|
Strategic Advisors LLC
|
BUY
|
- |
44+ 2.82% |
$31.9K - $40K
|
1.61K
$1.26M
|
|
|
Jul 19, 2024
Q2 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
44+ 2.18% |
$31.9K - $40K
|
2.07K
$1.63M
|
|
|
Aug 06, 2024
Q2 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
44+ 4.79% |
$31.9K - $40K
|
962
$757K
|
|
|
Aug 08, 2024
Q2 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
44+ 4.03% |
$31.9K - $40K
|
1.14K
$894K
|
|
|
Aug 13, 2024
Q2 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
44+ 1.52% |
$31.9K - $40K
|
2.95K
$2.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
44+ 2.38% |
$31.9K - $40K
|
1.89K
$1.49M
|
|
|
Aug 14, 2024
Q2 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
44+ 1.54% |
$31.9K - $40K
|
2.9K
$2.28M
|
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
44+ 4.16% |
$31.9K - $40K
|
1.1K
$866K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
43+ 14.14% |
$31.2K - $39.1K
|
347
$273K
|
|
|
Aug 12, 2024
Q2 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
BUY
|
- |
43+ 0.15% |
$31.2K - $39.1K
|
27.8K
$21.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
43+ 2.2% |
$31.2K - $39.1K
|
2K
$1.57M
|
|
|
Jul 12, 2024
Q2 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
42+ 0.65% |
$30.4K - $38.2K
|
6.5K
$5.12M
|
|
|
Jul 25, 2024
Q2 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
42+ 3.08% |
$30.4K - $38.2K
|
1.4K
$1.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Marco Investment Management LLC
|
BUY
|
- |
42+ 2.03% |
$30.4K - $38.2K
|
2.11K
$1.66M
|
|
|
Aug 15, 2024
Q2 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
42+ 2.98% |
$30.4K - $38.2K
|
1.45K
$1.14M
|
|
|
Aug 07, 2024
Q2 2024
|
Lansing Street Advisors
|
BUY
|
- |
41+ 7.0% |
$29.7K - $37.3K
|
627
$493K
|
|
|
Jul 25, 2024
Q2 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
41+ 1.23% |
$29.7K - $37.3K
|
3.39K
$2.66M
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
41+ 29.93% |
$29.7K - $37.3K
|
178
$140K
|
|
|
Aug 12, 2024
Q2 2024
|
Altiora Financial Group, LLC
Lebanon, OH |
BUY
|
- |
41+ 6.87% |
$29.7K - $37.3K
|
638
$502K
|
|
|
Jul 16, 2024
Q2 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
40+ 0.35% |
$29K - $36.4K
|
11.4K
$8.98M
|
|
|
Jul 17, 2024
Q2 2024
|
Sws Partners
|
BUY
|
- |
40New |
$29K - $36.4K
|
40
$31.5K
|
|
|
Jul 22, 2024
Q2 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
40+ 0.89% |
$29K - $36.4K
|
4.55K
$3.58M
|
|
|
Jul 23, 2024
Q2 2024
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
40+ 1.23% |
$29K - $36.4K
|
3.28K
$2.58M
|