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 13, 2024
Q2 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
3+ 0.9% |
$2.17K - $2.73K
|
335
$264K
|
|
|
Aug 13, 2024
Q2 2024
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
3+ 0.3% |
$2.17K - $2.73K
|
1.01K
$792K
|
|
|
Aug 13, 2024
Q2 2024
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
3+ 0.12% |
$2.17K - $2.73K
|
2.45K
$1.93M
|
|
|
Aug 14, 2024
Q2 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
3+ 0.19% |
$2.17K - $2.73K
|
1.61K
$1.26M
|
|
|
Jul 16, 2024
Q2 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
2+ 0.09% |
$1.45K - $1.82K
|
2.29K
$1.81M
|
|
|
Jul 17, 2024
Q2 2024
|
Human Investing LLC
|
BUY
|
- |
2+ 0.07% |
$1.45K - $1.82K
|
2.76K
$2.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
2+ 50.0% |
$1.45K - $1.82K
|
6
$4.72K
|
|
|
Jul 23, 2024
Q2 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
2+ 0.05% |
$1.45K - $1.82K
|
4.33K
$3.41M
|
|
|
Jul 25, 2024
Q2 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
2+ 0.19% |
$1.45K - $1.82K
|
1.03K
$813K
|
|
|
Jul 25, 2024
Q2 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2+ 0.29% |
$1.45K - $1.82K
|
684
$538K
|
|
|
Aug 01, 2024
Q2 2024
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
2+ 0.05% |
$1.45K - $1.82K
|
3.89K
$3.06M
|
|
|
Aug 02, 2024
Q2 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
2+ 0.06% |
$1.45K - $1.82K
|
3.21K
$2.53M
|
|
|
Aug 09, 2024
Q2 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
2+ 0.05% |
$1.45K - $1.82K
|
4.06K
$3.19M
|
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
2+ 0.14% |
$1.45K - $1.82K
|
1.48K
$1.16M
|
|
|
Aug 09, 2024
Q2 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
2+ 0.68% |
$1.45K - $1.82K
|
295
$232K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
2+ 0.1% |
$1.45K - $1.82K
|
1.99K
$1.57M
|
|
|
Aug 09, 2024
Q2 2024
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
2+ 14.29% |
$1.45K - $1.82K
|
16
$12.6K
|
|
|
Aug 09, 2024
Q2 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
BUY
|
- |
2+ 0.44% |
$1.45K - $1.82K
|
456
$359K
|
|
|
Aug 12, 2024
Q2 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
2+ 0.18% |
$1.45K - $1.82K
|
1.13K
$890K
|
|
|
Aug 15, 2024
Q2 2024
|
Dorsey Wright & Associates
|
BUY
|
- |
2+ 0.01% |
$1.45K - $1.82K
|
18.5K
$14.5M
|
|
|
Aug 15, 2024
Q2 2024
|
First County Bank /Ct/
Stamford, CT |
BUY
|
- |
2+ 0.06% |
$1.45K - $1.82K
|
3.11K
$2.45M
|
|
|
Jul 10, 2024
Q2 2024
|
Arkfeld Wealth Strategies, L.L.C.
|
BUY
|
- |
1+ 0.16% |
$725 - $909
|
638
$502K
|
|
|
Jul 10, 2024
Q2 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
1+ 0.26% |
$725 - $909
|
385
$303K
|
|
|
Jul 10, 2024
Q2 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
1+ 0.06% |
$725 - $909
|
1.56K
$1.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
1+ 0.15% |
$725 - $909
|
649
$511K
|
|
|
Jul 12, 2024
Q2 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.19% |
$725 - $909
|
528
$415K
|
|
|
Jul 12, 2024
Q2 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
1+ 0.27% |
$725 - $909
|
378
$297K
|
|
|
Jul 18, 2024
Q2 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
1+ 0.13% |
$725 - $909
|
764
$601K
|
|
|
Jul 22, 2024
Q2 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
BUY
|
- |
1+ 0.01% |
$725 - $909
|
8.76K
$6.89M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
1+ 0.18% |
$725 - $909
|
553
$435K
|
|
|
Jul 23, 2024
Q2 2024
|
Lincoln Capital Corp
|
BUY
|
- |
1+ 0.3% |
$725 - $909
|
339
$267K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1+ 0.1% |
$725 - $909
|
1K
$789K
|
|
|
Jul 24, 2024
Q2 2024
|
Meredith Wealth Planning
Maryville, IL |
BUY
|
- |
1+ 0.27% |
$725 - $909
|
371
$292K
|
|
|
Jul 25, 2024
Q2 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
1+ 0.1% |
$725 - $909
|
1.05K
$828K
|
|
|
Jul 26, 2024
Q2 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
1+ 0.38% |
$725 - $909
|
266
$209K
|
|
|
Jul 29, 2024
Q2 2024
|
Center For Asset Management LLC
|
BUY
|
- |
1+ 0.15% |
$725 - $909
|
647
$509K
|
|
|
Jul 29, 2024
Q2 2024
|
Iron Financial, LLC
|
BUY
|
- |
1+ 0.34% |
$725 - $909
|
296
$233K
|
|
|
Jul 31, 2024
Q2 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
1+ 0.16% |
$725 - $909
|
624
$491K
|
|
|
Jul 31, 2024
Q2 2024
|
Capital Management Associates, Inc
Minneapolis, MN |
BUY
|
- |
1+ 0.24% |
$725 - $909
|
415
$327K
|
|
|
Jul 31, 2024
Q2 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
1+ 0.26% |
$725 - $909
|
379
$298K
|
|
|
Aug 01, 2024
Q2 2024
|
Equitable Trust CO
|
BUY
|
- |
1+ 0.01% |
$725 - $909
|
8.51K
$6.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
1+ 0.06% |
$725 - $909
|
1.8K
$1.42M
|
|
|
Aug 01, 2024
Q2 2024
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.3% |
$725 - $909
|
335
$264K
|
|
|
Aug 07, 2024
Q2 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
1+ 0.18% |
$725 - $909
|
566
$445K
|
|
|
Aug 12, 2024
Q2 2024
|
Girard Partners Ltd.
|
BUY
|
- |
1+ 0.06% |
$725 - $909
|
1.75K
$1.38M
|
|
|
Aug 13, 2024
Q2 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
1+ 0.06% |
$725 - $909
|
1.62K
$1.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1+ 0.08% |
$725 - $909
|
1.2K
$944K
|
|
|
Aug 14, 2024
Q2 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.02% |
$725 - $909
|
4.89K
$3.84M
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
1+ 0.6% |
$725 - $909
|
169
$133K
|
|
|
Oct 29, 2024
Q2 2024
|
Cypress Capital, LLC
|
BUY
|
- |
1+ 0.19% |
$725 - $909
|
530
$417K
|