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 06, 2024
Q2 2024
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
BUY
|
- |
10+ 0.66% |
$7.25K - $9.09K
|
1.53K
$1.2M
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
BUY
|
- |
10+ 0.16% |
$7.25K - $9.09K
|
6.15K
$4.84M
|
|
|
Aug 08, 2024
Q2 2024
|
Providence Wealth Advisors, LLC
Frankfort, IL |
BUY
|
- |
10+ 0.08% |
$7.25K - $9.09K
|
12.8K
$10.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
10+ 1.67% |
$7.25K - $9.09K
|
610
$480K
|
|
|
Aug 12, 2024
Q2 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
10+ 2.49% |
$7.25K - $9.09K
|
411
$323K
|
|
|
Aug 12, 2024
Q2 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
BUY
|
- |
10+ 0.08% |
$7.25K - $9.09K
|
11.9K
$9.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
10+ 0.24% |
$7.25K - $9.09K
|
4.25K
$3.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
10+ 9.62% |
$7.25K - $9.09K
|
114
$89.7K
|
|
|
Apr 28, 2025
Q2 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
10+ 2.19% |
$7.25K - $9.09K
|
466
$367K
|
|
|
Jul 17, 2024
Q2 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
BUY
|
- |
9+ 1.29% |
$6.52K - $8.18K
|
705
$555K
|
|
|
Jul 17, 2024
Q2 2024
|
Ruedi Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
9New |
$6.52K - $8.18K
|
9
$7.08K
|
|
|
Jul 19, 2024
Q2 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
9+ 0.65% |
$6.52K - $8.18K
|
1.4K
$1.1M
|
|
|
Jul 26, 2024
Q2 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
9+ 0.82% |
$6.52K - $8.18K
|
1.11K
$874K
|
|
|
Jul 30, 2024
Q2 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
9+ 0.55% |
$6.52K - $8.18K
|
1.64K
$1.29M
|
|
|
Jul 30, 2024
Q2 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
9+ 0.11% |
$6.52K - $8.18K
|
8.16K
$6.42M
|
|
|
Aug 07, 2024
Q2 2024
|
Hutchinson Capital Management
San Rafael, CA |
BUY
|
- |
9+ 1.91% |
$6.52K - $8.18K
|
480
$378K
|
|
|
Aug 08, 2024
Q2 2024
|
Cornercap Investment Counsel Inc
Atlanta, GA |
BUY
|
- |
9+ 2.96% |
$6.52K - $8.18K
|
313
$246K
|
|
|
Aug 13, 2024
Q2 2024
|
Ruggaard & Associates LLC
Twinsburg, OH |
BUY
|
- |
9+ 1.59% |
$6.52K - $8.18K
|
576
$453K
|
|
|
Jul 12, 2024
Q2 2024
|
Rebalance, LLC
Palo Alto, CA |
BUY
|
- |
8+ 1.21% |
$5.8K - $7.27K
|
671
$528K
|
|
|
Jul 19, 2024
Q2 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
8+ 1.5% |
$5.8K - $7.27K
|
541
$426K
|
|
|
Jul 24, 2024
Q2 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
8+ 0.35% |
$5.8K - $7.27K
|
2.3K
$1.81M
|
|
|
Jul 25, 2024
Q2 2024
|
Pictet North America Advisors Sa
|
BUY
|
- |
8+ 0.11% |
$5.8K - $7.27K
|
7.03K
$5.53M
|
|
|
Aug 01, 2024
Q2 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
8+ 0.95% |
$5.8K - $7.27K
|
847
$667K
|
|
|
Aug 15, 2024
Q2 2024
|
Coastal Bridge Advisors, LLC
|
BUY
|
- |
8+ 0.93% |
$5.8K - $7.27K
|
866
$681K
|
|
|
Jul 10, 2025
Q2 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
8+ 2.83% |
$5.8K - $7.27K
|
291
$229K
|
|
|
Jul 12, 2024
Q2 2024
|
Orser Capital Management, LLC
|
BUY
|
- |
7+ 0.33% |
$5.07K - $6.36K
|
2.15K
$1.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
7+ 0.52% |
$5.07K - $6.36K
|
1.34K
$1.06M
|
|
|
Jul 17, 2024
Q2 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
7+ 0.35% |
$5.07K - $6.36K
|
2.01K
$1.58M
|
|
|
Jul 22, 2024
Q2 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
7+ 0.47% |
$5.07K - $6.36K
|
1.5K
$1.18M
|
|
|
Jul 26, 2024
Q2 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
7+ 1.7% |
$5.07K - $6.36K
|
419
$330K
|
|
|
Jul 29, 2024
Q2 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
7+ 0.32% |
$5.07K - $6.36K
|
2.22K
$1.74M
|
|
|
Aug 02, 2024
Q2 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
7+ 0.75% |
$5.07K - $6.36K
|
941
$740K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
BUY
|
- |
7+ 0.21% |
$5.07K - $6.36K
|
3.41K
$2.68M
|
|
|
Aug 13, 2024
Q2 2024
|
American Money Management, LLC
|
BUY
|
- |
7+ 0.15% |
$5.07K - $6.36K
|
4.76K
$3.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Laraway Financial Advisors Inc
Saint Cloud, MN |
BUY
|
- |
7+ 0.24% |
$5.07K - $6.36K
|
2.9K
$2.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
7+ 0.03% |
$5.07K - $6.36K
|
20.9K
$16.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Camden National Bank
Camden, ME |
BUY
|
- |
7+ 0.43% |
$5.07K - $6.36K
|
1.65K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
7+ 1.25% |
$5.07K - $6.36K
|
567
$446K
|
|
|
Aug 14, 2024
Q2 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
7+ 1.45% |
$5.07K - $6.36K
|
490
$386K
|
|
|
Jul 11, 2024
Q2 2024
|
Jvl Associates LLC
|
BUY
|
- |
6+ 1.04% |
$4.35K - $5.45K
|
584
$460K
|
|
|
Jul 12, 2024
Q2 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
6+ 0.09% |
$4.35K - $5.45K
|
6.43K
$5.06M
|
|
|
Jul 16, 2024
Q2 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
6+ 2.32% |
$4.35K - $5.45K
|
265
$209K
|
|
|
Jul 18, 2024
Q2 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
6+ 0.79% |
$4.35K - $5.45K
|
761
$599K
|
|
|
Jul 23, 2024
Q2 2024
|
Tfc Financial Management
|
BUY
|
- |
6+ 2.47% |
$4.35K - $5.45K
|
249
$196K
|
|
|
Jul 26, 2024
Q2 2024
|
Main Line Retirement Advisors, LLC
Radnor, PA |
BUY
|
- |
6+ 0.73% |
$4.35K - $5.45K
|
832
$655K
|
|
|
Jul 30, 2024
Q2 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
6+ 1.06% |
$4.35K - $5.45K
|
572
$450K
|
|
|
Aug 02, 2024
Q2 2024
|
Pacific Sage Partners, LLC
Shoreline, WA |
BUY
|
- |
6+ 0.43% |
$4.35K - $5.45K
|
1.4K
$1.1M
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
6+ 3.21% |
$4.35K - $5.45K
|
193
$152K
|
|
|
Aug 14, 2024
Q2 2024
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
BUY
|
- |
6+ 3.82% |
$4.35K - $5.45K
|
163
$128K
|
|
|
Aug 14, 2024
Q2 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
6+ 4.17% |
$4.35K - $5.45K
|
150
$118K
|