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 23, 2024
Q2 2024
|
Horst & Graben Wealth Management LLC
|
BUY
|
- |
24+ 5.94% |
$17.4K - $21.8K
|
428
$337K
|
|
|
Jul 24, 2024
Q2 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
24+ 0.64% |
$17.4K - $21.8K
|
3.76K
$2.96M
|
|
|
Jul 26, 2024
Q2 2024
|
Financial Connections Group, Inc.
|
BUY
|
- |
24New |
$17.4K - $21.8K
|
24
$18.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
24+ 1.13% |
$17.4K - $21.8K
|
2.14K
$1.69M
|
|
|
Jul 30, 2024
Q2 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
24+ 3.76% |
$17.4K - $21.8K
|
663
$522K
|
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
24+ 2.52% |
$17.4K - $21.8K
|
976
$768K
|
|
|
Aug 12, 2024
Q2 2024
|
Financial Council Asset Management Inc
|
BUY
|
- |
24+ 1.96% |
$17.4K - $21.8K
|
1.25K
$981K
|
|
|
Aug 12, 2024
Q2 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
24+ 4.7% |
$17.4K - $21.8K
|
535
$421K
|
|
|
Aug 22, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
24New |
$17.4K - $21.8K
|
24
$18.9K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
23+ 2.9% |
$16.7K - $20.9K
|
817
$643K
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
23+ 2.25% |
$16.7K - $20.9K
|
1.05K
$824K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
23+ 1.28% |
$16.7K - $20.9K
|
1.82K
$1.43M
|
|
|
Jul 31, 2024
Q2 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
23+ 1.4% |
$16.7K - $20.9K
|
1.67K
$1.31M
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
23+ 4.5% |
$16.7K - $20.9K
|
534
$420K
|
|
|
Aug 12, 2024
Q2 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
23+ 7.35% |
$16.7K - $20.9K
|
336
$264K
|
|
|
Jul 08, 2024
Q2 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
22+ 1.54% |
$15.9K - $20K
|
1.45K
$1.14M
|
|
|
Jul 12, 2024
Q2 2024
|
Conrad Siegel Investment Advisors, Inc.
|
BUY
|
- |
22+ 7.41% |
$15.9K - $20K
|
319
$251K
|
|
|
Jul 17, 2024
Q2 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
22+ 0.76% |
$15.9K - $20K
|
2.93K
$2.3M
|
|
|
Jul 19, 2024
Q2 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
22+ 0.09% |
$15.9K - $20K
|
24.5K
$19.3M
|
|
|
Jul 23, 2024
Q2 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
22+ 4.09% |
$15.9K - $20K
|
560
$441K
|
|
|
Jul 25, 2024
Q2 2024
|
Alpha Omega Wealth Management LLC
|
BUY
|
- |
22+ 1.11% |
$15.9K - $20K
|
2.01K
$1.58M
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
22+ 2.29% |
$15.9K - $20K
|
981
$772K
|
|
|
Jul 30, 2024
Q2 2024
|
Sabal Trust CO
|
BUY
|
- |
22+ 0.41% |
$15.9K - $20K
|
5.44K
$4.28M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
21+ 0.44% |
$15.2K - $19.1K
|
4.79K
$3.77M
|
|
|
Jul 10, 2024
Q2 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
21+ 3.03% |
$15.2K - $19.1K
|
715
$563K
|
|
|
Jul 22, 2024
Q2 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
21+ 0.58% |
$15.2K - $19.1K
|
3.65K
$2.87M
|
|
|
Jul 31, 2024
Q2 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
21+ 1.62% |
$15.2K - $19.1K
|
1.32K
$1.04M
|
|
|
Aug 01, 2024
Q2 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
21+ 1.9% |
$15.2K - $19.1K
|
1.12K
$884K
|
|
|
Aug 13, 2024
Q2 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
21+ 4.99% |
$15.2K - $19.1K
|
442
$348K
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
21+ 2.07% |
$15.2K - $19.1K
|
1.04K
$815K
|
|
|
Aug 13, 2024
Q2 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
21+ 2.03% |
$15.2K - $19.1K
|
1.06K
$833K
|
|
|
Jul 03, 2024
Q2 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
20+ 3.42% |
$14.5K - $18.2K
|
604
$475K
|
|
|
Jul 19, 2024
Q2 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
20+ 6.21% |
$14.5K - $18.2K
|
342
$269K
|
|
|
Jul 22, 2024
Q2 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
20+ 7.27% |
$14.5K - $18.2K
|
295
$232K
|
|
|
Jul 23, 2024
Q2 2024
|
Xcel Wealth Management, LLC
|
BUY
|
- |
20+ 3.74% |
$14.5K - $18.2K
|
555
$437K
|
|
|
Jul 29, 2024
Q2 2024
|
Whelan Financial
|
BUY
|
- |
20+ 5.25% |
$14.5K - $18.2K
|
401
$316K
|
|
|
Jul 30, 2024
Q2 2024
|
Mc Collum Christoferson Group LLC
Amherst, NY |
BUY
|
- |
20+ 4.03% |
$14.5K - $18.2K
|
516
$406K
|
|
|
Jul 31, 2024
Q2 2024
|
Concord Wealth Partners
|
BUY
|
- |
20+ 0.43% |
$14.5K - $18.2K
|
4.65K
$3.66M
|
|
|
Aug 05, 2024
Q2 2024
|
Apexium Financial, LP
|
BUY
|
- |
20+ 3.44% |
$14.5K - $18.2K
|
602
$474K
|
|
|
Aug 12, 2024
Q2 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
20+ 2.96% |
$14.5K - $18.2K
|
695
$547K
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
20New |
$14.5K - $18.2K
|
20
$15.7K
|
|
|
Aug 13, 2024
Q2 2024
|
Forte Capital LLC
|
BUY
|
- |
20+ 1.18% |
$14.5K - $18.2K
|
1.71K
$1.35M
|
|
|
Jul 08, 2024
Q2 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
19+ 6.62% |
$13.8K - $17.3K
|
306
$241K
|
|
|
Jul 12, 2024
Q2 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
19+ 2.62% |
$13.8K - $17.3K
|
744
$585K
|
|
|
Jul 12, 2024
Q2 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
19+ 1.36% |
$13.8K - $17.3K
|
1.42K
$1.12M
|
|
|
Jul 18, 2024
Q2 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
19+ 0.68% |
$13.8K - $17.3K
|
2.81K
$2.21M
|
|
|
Jul 26, 2024
Q2 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
19+ 2.66% |
$13.8K - $17.3K
|
733
$577K
|
|
|
Aug 01, 2024
Q2 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
19+ 0.84% |
$13.8K - $17.3K
|
2.28K
$1.8M
|
|
|
Aug 01, 2024
Q2 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
BUY
|
- |
19+ 2.7% |
$13.8K - $17.3K
|
722
$568K
|
|
|
Aug 02, 2024
Q2 2024
|
Archer Investment Corp
|
BUY
|
- |
19+ 0.61% |
$13.8K - $17.3K
|
3.11K
$2.45M
|