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 02, 2024
Q2 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
40+ 3.29% |
$29K - $36.4K
|
1.25K
$987K
|
|
|
Aug 02, 2024
Q2 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
40+ 5.87% |
$29K - $36.4K
|
722
$568K
|
|
|
Aug 02, 2024
Q2 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
40+ 9.48% |
$29K - $36.4K
|
462
$364K
|
|
|
Aug 05, 2024
Q2 2024
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
40New |
$29K - $36.4K
|
40
$31.5K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
40+ 2.19% |
$29K - $36.4K
|
1.87K
$1.47M
|
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
40+ 14.29% |
$29K - $36.4K
|
320
$252K
|
|
|
Aug 12, 2024
Q2 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
40+ 2.84% |
$29K - $36.4K
|
1.45K
$1.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Wunderlich Capital Managemnt
Memphis, TN |
BUY
|
- |
40New |
$29K - $36.4K
|
40
$31.5K
|
|
|
Jul 11, 2024
Q2 2024
|
Mc Lean Asset Management Corp
|
BUY
|
- |
39+ 2.71% |
$28.3K - $35.5K
|
1.48K
$1.16M
|
|
|
Aug 05, 2024
Q2 2024
|
Gould Asset Management LLC
Claremont, CA |
BUY
|
- |
39+ 6.25% |
$28.3K - $35.5K
|
663
$522K
|
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
39+ 0.36% |
$28.3K - $35.5K
|
10.9K
$8.6M
|
|
|
Aug 13, 2024
Q2 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
BUY
|
- |
39+ 1.55% |
$28.3K - $35.5K
|
2.56K
$2.02M
|
|
|
Jul 08, 2024
Q2 2024
|
Westend Capital Management, LLC
Sausalito, CA |
BUY
|
- |
38+ 0.26% |
$27.5K - $34.5K
|
14.4K
$11.3M
|
|
|
Jul 24, 2024
Q2 2024
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
38+ 9.31% |
$27.5K - $34.5K
|
446
$351K
|
|
|
Jul 30, 2024
Q2 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
38+ 3.8% |
$27.5K - $34.5K
|
1.04K
$816K
|
|
|
Jul 31, 2024
Q2 2024
|
Stockman Wealth Management, Inc.
|
BUY
|
- |
38+ 1.63% |
$27.5K - $34.5K
|
2.37K
$1.86M
|
|
|
Aug 13, 2024
Q2 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
38+ 43.18% |
$27.5K - $34.5K
|
126
$99.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
37+ 9.14% |
$26.8K - $33.6K
|
442
$348K
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
37+ 0.77% |
$26.8K - $33.6K
|
4.87K
$3.83M
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
BUY
|
- |
37+ 0.8% |
$26.8K - $33.6K
|
4.65K
$3.66M
|
|
|
Aug 01, 2024
Q2 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
36+ 8.49% |
$26.1K - $32.7K
|
460
$362K
|
|
|
Aug 08, 2024
Q2 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
36+ 4.55% |
$26.1K - $32.7K
|
828
$652K
|
|
|
Aug 15, 2024
Q2 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
BUY
|
- |
36+ 0.57% |
$26.1K - $32.7K
|
6.35K
$5M
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
35New |
$25.4K - $31.8K
|
35
$27.5K
|
|
|
Jul 15, 2024
Q2 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
BUY
|
- |
35+ 3.11% |
$25.4K - $31.8K
|
1.16K
$914K
|
|
|
Jul 29, 2024
Q2 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
35+ 2.33% |
$25.4K - $31.8K
|
1.53K
$1.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
35+ 6.9% |
$25.4K - $31.8K
|
542
$427K
|
|
|
Aug 15, 2024
Q2 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
35+ 7.13% |
$25.4K - $31.8K
|
526
$414K
|
|
|
Nov 13, 2024
Q2 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
35+ 1.71% |
$25.4K - $31.8K
|
2.09K
$1.64M
|
|
|
Jul 11, 2024
Q2 2024
|
Lwmg, LLC
Lake Elmo, MN |
BUY
|
- |
34+ 3.35% |
$24.6K - $30.9K
|
1.05K
$825K
|
|
|
Jul 12, 2024
Q2 2024
|
Peak Financial Advisors LLC
|
BUY
|
- |
34+ 0.93% |
$24.6K - $30.9K
|
3.68K
$2.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
34+ 17.44% |
$24.6K - $30.9K
|
229
$180K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
34+ 1.34% |
$24.6K - $30.9K
|
2.58K
$2.03M
|
|
|
Aug 14, 2024
Q2 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
34+ 2.35% |
$24.6K - $30.9K
|
1.48K
$1.17M
|
|
|
Jul 09, 2024
Q2 2024
|
Cva Family Office, LLC
|
BUY
|
- |
33+ 1.31% |
$23.9K - $30K
|
2.55K
$2.01M
|
|
|
Jul 16, 2024
Q2 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
33+ 2.78% |
$23.9K - $30K
|
1.22K
$959K
|
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
33+ 2.54% |
$23.9K - $30K
|
1.33K
$1.05M
|
|
|
Jul 18, 2024
Q2 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
33+ 0.13% |
$23.9K - $30K
|
26.4K
$20.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
33+ 2.93% |
$23.9K - $30K
|
1.16K
$914K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
33+ 2.43% |
$23.9K - $30K
|
1.39K
$1.09M
|
|
|
Aug 12, 2024
Q2 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
33+ 0.87% |
$23.9K - $30K
|
3.84K
$3.02M
|
|
|
Jul 10, 2024
Q2 2024
|
Thomasville National Bank
|
BUY
|
- |
32+ 0.78% |
$23.2K - $29.1K
|
4.16K
$3.27M
|
|
|
Jul 11, 2024
Q2 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
31+ 5.97% |
$22.5K - $28.2K
|
550
$433K
|
|
|
Jul 15, 2024
Q2 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
31+ 4.88% |
$22.5K - $28.2K
|
666
$524K
|
|
|
Jul 23, 2024
Q2 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
31+ 0.15% |
$22.5K - $28.2K
|
20.5K
$16.1M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
31+ 0.51% |
$22.5K - $28.2K
|
6.15K
$4.84M
|
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
31+ 2.74% |
$22.5K - $28.2K
|
1.16K
$916K
|
|
|
Jan 15, 2025
Q2 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
31+ 7.38% |
$22.5K - $28.2K
|
451
$355K
|
|
|
Feb 13, 2025
Q2 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
31+ 0.68% |
$22.5K - $28.2K
|
4.6K
$3.62M
|
|
|
Jul 15, 2024
Q2 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
30+ 3.34% |
$21.7K - $27.3K
|
928
$730K
|