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 |
|---|---|---|---|---|---|---|---|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
6+ 24.0% |
$4.35K - $5.45K
|
31
$24.4K
|
|
|
Jan 21, 2025
Q2 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
6+ 2.01% |
$4.35K - $5.45K
|
304
$239K
|
|
|
Jul 10, 2024
Q2 2024
|
Greenfield Savings Bank
|
BUY
|
- |
5+ 0.6% |
$3.62K - $4.55K
|
840
$661K
|
|
|
Jul 11, 2024
Q2 2024
|
Carlson Capital Management
|
BUY
|
- |
5+ 0.21% |
$3.62K - $4.55K
|
2.39K
$1.88M
|
|
|
Jul 12, 2024
Q2 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
5+ 0.29% |
$3.62K - $4.55K
|
1.71K
$1.35M
|
|
|
Jul 17, 2024
Q2 2024
|
First Premier Bank
|
BUY
|
- |
5+ 0.9% |
$3.62K - $4.55K
|
561
$441K
|
|
|
Jul 17, 2024
Q2 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5+ 1.89% |
$3.62K - $4.55K
|
270
$212K
|
|
|
Jul 22, 2024
Q2 2024
|
O'Brien Wealth Partners LLC
|
BUY
|
- |
5+ 10.64% |
$3.62K - $4.55K
|
52
$40.9K
|
|
|
Jul 24, 2024
Q2 2024
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
5+ 0.25% |
$3.62K - $4.55K
|
2.02K
$1.59M
|
|
|
Jul 24, 2024
Q2 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
5+ 1.38% |
$3.62K - $4.55K
|
368
$290K
|
|
|
Aug 01, 2024
Q2 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
5+ 0.25% |
$3.62K - $4.55K
|
1.99K
$1.56M
|
|
|
Aug 01, 2024
Q2 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
5+ 0.41% |
$3.62K - $4.55K
|
1.23K
$964K
|
|
|
Aug 08, 2024
Q2 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
5+ 0.29% |
$3.62K - $4.55K
|
1.76K
$1.38M
|
|
|
Aug 12, 2024
Q2 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
5+ 0.09% |
$3.62K - $4.55K
|
5.73K
$4.51M
|
|
|
Aug 14, 2024
Q2 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
5+ 0.39% |
$3.62K - $4.55K
|
1.29K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Cheviot Value Management, LLC
|
BUY
|
- |
5+ 0.87% |
$3.62K - $4.55K
|
579
$456K
|
|
|
Aug 14, 2024
Q2 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
5+ 1.22% |
$3.62K - $4.55K
|
415
$327K
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
4+ 0.39% |
$2.9K - $3.64K
|
1.02K
$806K
|
|
|
Jul 10, 2024
Q2 2024
|
Clean Yield Group
|
BUY
|
- |
4+ 0.11% |
$2.9K - $3.64K
|
3.64K
$2.86M
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
4+ 0.2% |
$2.9K - $3.64K
|
1.97K
$1.55M
|
|
|
Jul 12, 2024
Q2 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
4+ 1.0% |
$2.9K - $3.64K
|
403
$317K
|
|
|
Jul 18, 2024
Q2 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
4+ 1.19% |
$2.9K - $3.64K
|
339
$267K
|
|
|
Jul 19, 2024
Q2 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
4+ 0.39% |
$2.9K - $3.64K
|
1.04K
$814K
|
|
|
Jul 24, 2024
Q2 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
4+ 0.13% |
$2.9K - $3.64K
|
3.05K
$2.4M
|
|
|
Jul 31, 2024
Q2 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
4+ 0.66% |
$2.9K - $3.64K
|
613
$482K
|
|
|
Aug 01, 2024
Q2 2024
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
4+ 0.57% |
$2.9K - $3.64K
|
703
$553K
|
|
|
Aug 01, 2024
Q2 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
4+ 0.57% |
$2.9K - $3.64K
|
700
$551K
|
|
|
Aug 02, 2024
Q2 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4+ 0.12% |
$2.9K - $3.64K
|
3.34K
$2.63M
|
|
|
Aug 12, 2024
Q2 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
4New |
$2.9K - $3.64K
|
4
$3.15K
|
|
|
Aug 13, 2024
Q2 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
4+ 1.8% |
$2.9K - $3.64K
|
226
$178K
|
|
|
Aug 13, 2024
Q2 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
4+ 0.78% |
$2.9K - $3.64K
|
518
$408K
|
|
|
Aug 14, 2024
Q2 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
4+ 0.57% |
$2.9K - $3.64K
|
700
$551K
|
|
|
Jul 12, 2024
Q2 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
3+ 0.1% |
$2.17K - $2.73K
|
2.92K
$2.3M
|
|
|
Jul 12, 2024
Q2 2024
|
Gleason Group, Inc.
|
BUY
|
- |
3+ 0.13% |
$2.17K - $2.73K
|
2.25K
$1.77M
|
|
|
Jul 15, 2024
Q2 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
3+ 0.49% |
$2.17K - $2.73K
|
614
$483K
|
|
|
Jul 16, 2024
Q2 2024
|
Tsfg, LLC
|
BUY
|
- |
3+ 0.38% |
$2.17K - $2.73K
|
789
$621K
|
|
|
Jul 22, 2024
Q2 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
3+ 0.43% |
$2.17K - $2.73K
|
693
$545K
|
|
|
Jul 22, 2024
Q2 2024
|
Motive Wealth Advisors
|
BUY
|
- |
3+ 0.37% |
$2.17K - $2.73K
|
804
$633K
|
|
|
Jul 25, 2024
Q2 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
3+ 0.35% |
$2.17K - $2.73K
|
852
$670K
|
|
|
Jul 25, 2024
Q2 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
3+ 6.12% |
$2.17K - $2.73K
|
52
$40.9K
|
|
|
Jul 25, 2024
Q2 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
3+ 0.11% |
$2.17K - $2.73K
|
2.83K
$2.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
3+ 0.14% |
$2.17K - $2.73K
|
2.13K
$1.68M
|
|
|
Jul 30, 2024
Q2 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
3+ 0.19% |
$2.17K - $2.73K
|
1.61K
$1.27M
|
|
|
Aug 02, 2024
Q2 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
3+ 1.12% |
$2.17K - $2.73K
|
271
$213K
|
|
|
Aug 06, 2024
Q2 2024
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
3+ 0.55% |
$2.17K - $2.73K
|
545
$429K
|
|
|
Aug 08, 2024
Q2 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
3+ 0.77% |
$2.17K - $2.73K
|
394
$310K
|
|
|
Aug 08, 2024
Q2 2024
|
Meritage Portfolio Management
|
BUY
|
- |
3+ 0.05% |
$2.17K - $2.73K
|
6.43K
$5.06M
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3+ 0.62% |
$2.17K - $2.73K
|
489
$385K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3+ 0.19% |
$2.17K - $2.73K
|
1.58K
$1.24M
|
|
|
Aug 12, 2024
Q2 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
3+ 0.14% |
$2.17K - $2.73K
|
2.1K
$1.65M
|