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 19, 2024
Q2 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-4- 0.63% |
$2.9K - $3.64K
|
631
$497K
|
|
|
Jul 26, 2024
Q2 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
SELL
|
- |
-4- 0.69% |
$2.9K - $3.64K
|
574
$452K
|
|
|
Aug 08, 2024
Q2 2024
|
Sanctuary Wealth Management, L.L.C.
|
SELL
|
- |
-4- 40.0% |
$2.9K - $3.64K
|
6
$4.72K
|
|
|
Aug 13, 2024
Q2 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-4- -0.0% |
$2.9K - $3.64K
|
85.9K
$67.6M
|
|
|
Aug 14, 2024
Q2 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
SELL
|
- |
-4- 0.15% |
$2.9K - $3.64K
|
2.75K
$2.17M
|
|
|
May 19, 2025
Q2 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
SELL
|
- |
-4- 6.67% |
$2.9K - $3.64K
|
56
$44.1K
|
|
|
Jul 15, 2024
Q2 2024
|
New Hampshire Trust
Concord, NH |
SELL
|
- |
-5- 0.7% |
$3.62K - $4.55K
|
709
$558K
|
|
|
Jul 16, 2024
Q2 2024
|
Tarbox Family Office, Inc.
|
SELL
|
- |
-5- 0.51% |
$3.62K - $4.55K
|
971
$764K
|
|
|
Jul 18, 2024
Q2 2024
|
Dash Acquisitions Inc.
|
SELL
|
- |
-5- 1.34% |
$3.62K - $4.55K
|
368
$290K
|
|
|
Jul 22, 2024
Q2 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-5- 1.14% |
$3.62K - $4.55K
|
435
$342K
|
|
|
Jul 22, 2024
Q2 2024
|
Citizens National Bank Trust Department
|
SELL
|
- |
-5- 25.0% |
$3.62K - $4.55K
|
15
$11.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-5- 1.03% |
$3.62K - $4.55K
|
481
$379K
|
|
|
Jul 29, 2024
Q2 2024
|
Members Trust CO
|
SELL
|
- |
-5- 1.55% |
$3.62K - $4.55K
|
318
$250K
|
|
|
Aug 02, 2024
Q2 2024
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-5- 1.22% |
$3.62K - $4.55K
|
405
$319K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-5- 0.17% |
$3.62K - $4.55K
|
3.01K
$2.37M
|
|
|
Aug 07, 2024
Q2 2024
|
Carson Advisory Inc.
|
SELL
|
- |
-5- 0.55% |
$3.62K - $4.55K
|
912
$718K
|
|
|
Aug 08, 2024
Q2 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-5- 0.72% |
$3.62K - $4.55K
|
693
$545K
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-5- 0.38% |
$3.62K - $4.55K
|
1.33K
$1.05M
|
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-5- 0.61% |
$3.62K - $4.55K
|
811
$638K
|
|
|
Sep 11, 2024
Q2 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-5- 0.2% |
$3.62K - $4.55K
|
2.49K
$1.96M
|
|
|
Jul 16, 2024
Q2 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
SELL
|
- |
-6- 1.08% |
$4.35K - $5.45K
|
547
$430K
|
|
|
Jul 18, 2024
Q2 2024
|
Peddock Capital Advisors, LLC
|
SELL
|
- |
-6- 0.12% |
$4.35K - $5.45K
|
5.1K
$4.01M
|
|
|
Jul 18, 2024
Q2 2024
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
SELL
|
- |
-6- 0.34% |
$4.35K - $5.45K
|
1.74K
$1.37M
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
SELL
|
- |
-6- 2.33% |
$4.35K - $5.45K
|
252
$198K
|
|
|
Jul 22, 2024
Q2 2024
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-6- 0.24% |
$4.35K - $5.45K
|
2.51K
$1.97M
|
|
|
Jul 23, 2024
Q2 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-6- 1.27% |
$4.35K - $5.45K
|
466
$367K
|
|
|
Jul 25, 2024
Q2 2024
|
Wd Rutherford LLC
|
SELL
|
- |
-6- 2.5% |
$4.35K - $5.45K
|
234
$184K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
SELL
|
- |
-6- 0.47% |
$4.35K - $5.45K
|
1.28K
$1.01M
|
|
|
Jul 31, 2024
Q2 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
SELL
|
- |
-6- 0.84% |
$4.35K - $5.45K
|
712
$560K
|
|
|
Aug 02, 2024
Q2 2024
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-6- 0.5% |
$4.35K - $5.45K
|
1.2K
$943K
|
|
|
Aug 12, 2024
Q2 2024
|
Elite Wealth Management, Inc.
|
SELL
|
- |
-6- 1.34% |
$4.35K - $5.45K
|
443
$349K
|
|
|
Aug 13, 2024
Q2 2024
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-6- 0.3% |
$4.35K - $5.45K
|
2.01K
$1.58M
|
|
|
Jul 19, 2024
Q2 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-7- 1.77% |
$5.07K - $6.36K
|
389
$306K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
SELL
|
- |
-7- 0.11% |
$5.07K - $6.36K
|
6.64K
$5.23M
|
|
|
Aug 01, 2024
Q2 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-7- 1.36% |
$5.07K - $6.36K
|
506
$398K
|
|
|
Aug 05, 2024
Q2 2024
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-7- 0.25% |
$5.07K - $6.36K
|
2.85K
$2.24M
|
|
|
Aug 07, 2024
Q2 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
SELL
|
- |
-7- 0.87% |
$5.07K - $6.36K
|
795
$626K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
SELL
|
- |
-8- 1.79% |
$5.8K - $7.27K
|
438
$345K
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
SELL
|
- |
-8- 2.35% |
$5.8K - $7.27K
|
332
$261K
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Partners Group, LLC
Gallatin, TN |
SELL
|
- |
-8- 2.68% |
$5.8K - $7.27K
|
290
$228K
|
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-8- 1.7% |
$5.8K - $7.27K
|
463
$364K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-8- 0.35% |
$5.8K - $7.27K
|
2.27K
$1.78M
|
|
|
Jul 22, 2024
Q2 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-8- 0.22% |
$5.8K - $7.27K
|
3.55K
$2.8M
|
|
|
Jul 23, 2024
Q2 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
SELL
|
- |
-8- 0.42% |
$5.8K - $7.27K
|
1.89K
$1.49M
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-8- 0.99% |
$5.8K - $7.27K
|
798
$628K
|
|
|
Aug 05, 2024
Q2 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-8- 1.63% |
$5.8K - $7.27K
|
483
$380K
|
|
|
Aug 07, 2024
Q2 2024
|
Amj Financial Wealth Management
Leesburg, VA |
SELL
|
- |
-8- 2.41% |
$5.8K - $7.27K
|
324
$255K
|
|
|
Aug 09, 2024
Q2 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-8- 1.72% |
$5.8K - $7.27K
|
457
$360K
|
|
|
Aug 13, 2024
Q2 2024
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-8- 1.68% |
$5.8K - $7.27K
|
469
$369K
|
|
|
Aug 14, 2024
Q2 2024
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-8- 0.54% |
$5.8K - $7.27K
|
1.47K
$1.15M
|