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 05, 2024
Q2 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
19+ 0.44% |
$13.8K - $17.3K
|
4.37K
$3.44M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
19+ 2.37% |
$13.8K - $17.3K
|
822
$647K
|
|
|
Apr 04, 2025
Q2 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
19+ 4.5% |
$13.8K - $17.3K
|
441
$347K
|
|
|
Jul 02, 2024
Q2 2024
|
Modus Advisors, LLC
|
BUY
|
- |
18+ 5.23% |
$13K - $16.4K
|
362
$285K
|
|
|
Jul 26, 2024
Q2 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
18+ 2.67% |
$13K - $16.4K
|
693
$545K
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
18+ 0.73% |
$13K - $16.4K
|
2.48K
$1.95M
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
BUY
|
- |
17+ 0.39% |
$12.3K - $15.5K
|
4.37K
$3.44M
|
|
|
Jul 15, 2024
Q2 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
17+ 0.69% |
$12.3K - $15.5K
|
2.47K
$1.94M
|
|
|
Jul 16, 2024
Q2 2024
|
Bank Pictet & Cie (Asia) LTD
|
BUY
|
- |
17+ 1.2% |
$12.3K - $15.5K
|
1.44K
$1.13M
|
|
|
Jul 16, 2024
Q2 2024
|
Valued Wealth Advisors LLC
Holladay, UT |
BUY
|
- |
17+ 16.19% |
$12.3K - $15.5K
|
122
$96K
|
|
|
Jul 23, 2024
Q2 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
17+ 1.56% |
$12.3K - $15.5K
|
1.11K
$872K
|
|
|
Jul 30, 2024
Q2 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
17+ 1.46% |
$12.3K - $15.5K
|
1.18K
$929K
|
|
|
Jul 30, 2024
Q2 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
17+ 27.87% |
$12.3K - $15.5K
|
78
$61.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
17+ 0.15% |
$12.3K - $15.5K
|
11.4K
$8.97M
|
|
|
Aug 05, 2024
Q2 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
17+ 0.31% |
$12.3K - $15.5K
|
5.51K
$4.34M
|
|
|
Aug 06, 2024
Q2 2024
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
BUY
|
- |
17+ 2.13% |
$12.3K - $15.5K
|
817
$643K
|
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
17+ 4.27% |
$12.3K - $15.5K
|
415
$327K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
16+ 1.31% |
$11.6K - $14.5K
|
1.24K
$973K
|
|
|
Jul 10, 2024
Q2 2024
|
Madden Securities Corp
|
BUY
|
- |
16+ 0.17% |
$11.6K - $14.5K
|
9.65K
$7.6M
|
|
|
Jul 17, 2024
Q2 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
16+ 0.34% |
$11.6K - $14.5K
|
4.77K
$3.75M
|
|
|
Jul 18, 2024
Q2 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
16+ 3.47% |
$11.6K - $14.5K
|
477
$375K
|
|
|
Jul 24, 2024
Q2 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
16+ 2.45% |
$11.6K - $14.5K
|
670
$527K
|
|
|
Jul 30, 2024
Q2 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
16+ 0.47% |
$11.6K - $14.5K
|
3.44K
$2.71M
|
|
|
Aug 05, 2024
Q2 2024
|
Northwest Wealth Management, LLC
|
BUY
|
- |
16+ 1.49% |
$11.6K - $14.5K
|
1.09K
$856K
|
|
|
Aug 09, 2024
Q2 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
BUY
|
- |
16+ 5.95% |
$11.6K - $14.5K
|
285
$224K
|
|
|
Aug 12, 2024
Q2 2024
|
Measured Wealth Private Client Group, LLC
|
BUY
|
- |
16+ 1.6% |
$11.6K - $14.5K
|
1.01K
$797K
|
|
|
Aug 12, 2024
Q2 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
16+ 2.12% |
$11.6K - $14.5K
|
769
$605K
|
|
|
Aug 13, 2024
Q2 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
16+ 0.93% |
$11.6K - $14.5K
|
1.74K
$1.37M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
16+ 1.53% |
$11.6K - $14.5K
|
1.06K
$834K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
16+ 0.3% |
$11.6K - $14.5K
|
5.32K
$4.19M
|
|
|
Jul 03, 2024
Q2 2024
|
Hoese & CO LLP
|
BUY
|
- |
15+ 30.0% |
$10.9K - $13.6K
|
65
$51.1K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
15+ 1.81% |
$10.9K - $13.6K
|
844
$664K
|
|
|
Jul 29, 2024
Q2 2024
|
Scott & Selber, Inc.
|
BUY
|
- |
15+ 0.71% |
$10.9K - $13.6K
|
2.13K
$1.68M
|
|
|
Jul 30, 2024
Q2 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
15+ 45.45% |
$10.9K - $13.6K
|
48
$37.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Tufton Capital Management
|
BUY
|
- |
15+ 0.43% |
$10.9K - $13.6K
|
3.47K
$2.73M
|
|
|
Aug 05, 2024
Q2 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
15+ 3.55% |
$10.9K - $13.6K
|
438
$345K
|
|
|
Aug 13, 2024
Q2 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
15+ 3.11% |
$10.9K - $13.6K
|
497
$391K
|
|
|
Aug 14, 2024
Q2 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
15+ 15.79% |
$10.9K - $13.6K
|
110
$86.6K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
14+ 2.28% |
$10.1K - $12.7K
|
627
$493K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
14+ 1.12% |
$10.1K - $12.7K
|
1.27K
$995K
|
|
|
Jul 12, 2024
Q2 2024
|
Towerpoint Wealth, LLC
Sacramento, CA |
BUY
|
- |
14+ 0.33% |
$10.1K - $12.7K
|
4.28K
$3.37M
|
|
|
Jul 15, 2024
Q2 2024
|
Brave Asset Management Inc
|
BUY
|
- |
14+ 0.75% |
$10.1K - $12.7K
|
1.88K
$1.48M
|
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
14+ 4.62% |
$10.1K - $12.7K
|
317
$249K
|
|
|
Jul 30, 2024
Q2 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
14+ 10.07% |
$10.1K - $12.7K
|
153
$120K
|
|
|
Aug 02, 2024
Q2 2024
|
Snider Financial Group
Bellevue, WA |
BUY
|
- |
14+ 0.12% |
$10.1K - $12.7K
|
11.9K
$9.36M
|
|
|
Aug 07, 2024
Q2 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
14+ 4.55% |
$10.1K - $12.7K
|
322
$253K
|
|
|
Aug 12, 2024
Q2 2024
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
14+ 0.2% |
$10.1K - $12.7K
|
7.08K
$5.57M
|
|
|
Aug 13, 2024
Q2 2024
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
14+ 3.87% |
$10.1K - $12.7K
|
376
$296K
|
|
|
Aug 13, 2024
Q2 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
14+ 0.97% |
$10.1K - $12.7K
|
1.46K
$1.15M
|
|
|
Aug 13, 2024
Q2 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
14+ 2.35% |
$10.1K - $12.7K
|
611
$481K
|