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 16, 2024
Q2 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
30+ 2.86% |
$21.7K - $27.3K
|
1.08K
$850K
|
|
|
Jul 19, 2024
Q2 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
30+ 0.47% |
$21.7K - $27.3K
|
6.38K
$5.02M
|
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
30+ 9.97% |
$21.7K - $27.3K
|
331
$260K
|
|
|
Jul 30, 2024
Q2 2024
|
Peterson Wealth Services
|
BUY
|
- |
30+ 0.67% |
$21.7K - $27.3K
|
4.52K
$3.55M
|
|
|
Aug 05, 2024
Q2 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
30+ 7.32% |
$21.7K - $27.3K
|
440
$346K
|
|
|
Aug 12, 2024
Q2 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
30+ 5.22% |
$21.7K - $27.3K
|
605
$476K
|
|
|
Aug 13, 2024
Q2 2024
|
Uss Investment Management LTD
|
BUY
|
- |
30+ 0.02% |
$21.7K - $27.3K
|
163K
$128M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Carthy Asset Management, Inc.
|
BUY
|
- |
30+ 3.79% |
$21.7K - $27.3K
|
822
$647K
|
|
|
Jul 10, 2025
Q2 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
30+ 3.56% |
$21.7K - $27.3K
|
873
$687K
|
|
|
Jul 16, 2024
Q2 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
BUY
|
- |
29+ 7.53% |
$21K - $26.4K
|
414
$326K
|
|
|
Jul 17, 2024
Q2 2024
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
29+ 0.53% |
$21K - $26.4K
|
5.49K
$4.32M
|
|
|
Jul 18, 2024
Q2 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
29+ 2.68% |
$21K - $26.4K
|
1.11K
$875K
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
29+ 4.3% |
$21K - $26.4K
|
703
$553K
|
|
|
Jul 17, 2024
Q2 2024
|
Manchester Financial Inc
|
BUY
|
- |
28+ 5.68% |
$20.3K - $25.5K
|
521
$410K
|
|
|
Aug 08, 2024
Q2 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
28+ 1.56% |
$20.3K - $25.5K
|
1.82K
$1.43M
|
|
|
Aug 09, 2024
Q2 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
28+ 3.91% |
$20.3K - $25.5K
|
744
$585K
|
|
|
Aug 13, 2024
Q2 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
28+ 4.3% |
$20.3K - $25.5K
|
679
$534K
|
|
|
Aug 13, 2024
Q2 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
28+ 2.93% |
$20.3K - $25.5K
|
983
$774K
|
|
|
Feb 13, 2025
Q2 2024
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
28+ 0.94% |
$20.3K - $25.5K
|
3.01K
$2.37M
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
27+ 0.67% |
$19.6K - $24.5K
|
4.04K
$3.18M
|
|
|
Jul 12, 2024
Q2 2024
|
Carr Financial Group Corp
Worcester, MA |
BUY
|
- |
27+ 0.66% |
$19.6K - $24.5K
|
4.1K
$3.22M
|
|
|
Jul 19, 2024
Q2 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
BUY
|
- |
27+ 0.55% |
$19.6K - $24.5K
|
4.91K
$3.86M
|
|
|
Jul 22, 2024
Q2 2024
|
David J Yvars Group
|
BUY
|
- |
27+ 1.94% |
$19.6K - $24.5K
|
1.42K
$1.12M
|
|
|
Jul 24, 2024
Q2 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
27+ 2.38% |
$19.6K - $24.5K
|
1.16K
$914K
|
|
|
Jul 31, 2024
Q2 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
27+ 0.19% |
$19.6K - $24.5K
|
14.1K
$11.1M
|
|
|
Aug 02, 2024
Q2 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
27+ 4.15% |
$19.6K - $24.5K
|
677
$533K
|
|
|
Aug 06, 2024
Q2 2024
|
Norden Group LLC
Provo, UT |
BUY
|
- |
27+ 1.32% |
$19.6K - $24.5K
|
2.08K
$1.64M
|
|
|
Aug 08, 2024
Q2 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
27+ 1.41% |
$19.6K - $24.5K
|
1.94K
$1.53M
|
|
|
Aug 12, 2024
Q2 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
27+ 8.18% |
$19.6K - $24.5K
|
357
$281K
|
|
|
Aug 13, 2024
Q2 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
27New |
$19.6K - $24.5K
|
27
$21.2K
|
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
26+ 0.68% |
$18.8K - $23.6K
|
3.85K
$3.03M
|
|
|
Jul 19, 2024
Q2 2024
|
Nat West Group PLC
|
BUY
|
- |
26+ 0.19% |
$18.8K - $23.6K
|
13.9K
$10.9M
|
|
|
Aug 08, 2024
Q2 2024
|
Oakwell Private Wealth Management, LLC
|
BUY
|
- |
26+ 5.9% |
$18.8K - $23.6K
|
467
$367K
|
|
|
Aug 09, 2024
Q2 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
26+ 2.59% |
$18.8K - $23.6K
|
1.03K
$811K
|
|
|
Aug 09, 2024
Q2 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
26+ 0.8% |
$18.8K - $23.6K
|
3.26K
$2.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Becker Capital Management Inc
|
BUY
|
- |
26+ 0.63% |
$18.8K - $23.6K
|
4.15K
$3.27M
|
|
|
Jul 10, 2024
Q2 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
25+ 5.13% |
$18.1K - $22.7K
|
512
$403K
|
|
|
Jul 12, 2024
Q2 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
25+ 3.03% |
$18.1K - $22.7K
|
849
$668K
|
|
|
Jul 15, 2024
Q2 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
25+ 8.36% |
$18.1K - $22.7K
|
324
$255K
|
|
|
Jul 18, 2024
Q2 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
25+ 0.62% |
$18.1K - $22.7K
|
4.04K
$3.18M
|
|
|
Jul 19, 2024
Q2 2024
|
Kavar Capital Partners Group, LLC
Leawood, KS |
BUY
|
- |
25+ 0.89% |
$18.1K - $22.7K
|
2.84K
$2.24M
|
|
|
Aug 01, 2024
Q2 2024
|
Gw Henssler & Associates LTD
|
BUY
|
- |
25+ 2.49% |
$18.1K - $22.7K
|
1.03K
$811K
|
|
|
Aug 06, 2024
Q2 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
25+ 2.45% |
$18.1K - $22.7K
|
1.05K
$823K
|
|
|
Aug 13, 2024
Q2 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
25+ 1.07% |
$18.1K - $22.7K
|
2.35K
$1.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
25+ 2.7% |
$18.1K - $22.7K
|
950
$748K
|
|
|
Aug 13, 2024
Q2 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
25+ 1.83% |
$18.1K - $22.7K
|
1.39K
$1.1M
|
|
|
Aug 16, 2024
Q2 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
25+ 3.23% |
$18.1K - $22.7K
|
799
$629K
|
|
|
Jul 12, 2024
Q2 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
24+ 3.33% |
$17.4K - $21.8K
|
744
$585K
|
|
|
Jul 16, 2024
Q2 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
24+ 0.78% |
$17.4K - $21.8K
|
3.1K
$2.44M
|
|
|
Jul 17, 2024
Q2 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
24+ 9.13% |
$17.4K - $21.8K
|
287
$226K
|