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 23, 2024
Q2 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-19- 1.03% |
$13.8K - $17.3K
|
1.83K
$1.44M
|
|
Jul 30, 2024
Q2 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-19- 2.2% |
$13.8K - $17.3K
|
844
$664K
|
|
Jul 31, 2024
Q2 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-19- 1.1% |
$13.8K - $17.3K
|
1.71K
$1.34M
|
|
Aug 09, 2024
Q2 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
SELL
|
- |
-19- 1.71% |
$13.8K - $17.3K
|
1.09K
$861K
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-19- 0.39% |
$13.8K - $17.3K
|
4.87K
$3.83M
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-20- 0.69% |
$14.5K - $18.2K
|
2.9K
$2.28M
|
|
Jul 12, 2024
Q2 2024
|
626 Financial, LLC
|
SELL
|
- |
-20- 0.86% |
$14.5K - $18.2K
|
2.3K
$1.81M
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
SELL
|
- |
-20- 3.27% |
$14.5K - $18.2K
|
591
$465K
|
|
Jul 18, 2024
Q2 2024
|
Well Done, LLC
|
SELL
|
- |
-20- 4.87% |
$14.5K - $18.2K
|
391
$308K
|
|
Aug 01, 2024
Q2 2024
|
Game Plan Financial Advisors, LLC
|
SELL
|
- |
-20- 0.64% |
$14.5K - $18.2K
|
3.12K
$2.45M
|
|
Aug 07, 2024
Q2 2024
|
Van Cleef Asset Management,Inc
Beachwood, OH |
SELL
|
- |
-20- 0.55% |
$14.5K - $18.2K
|
3.61K
$2.84M
|
|
Aug 12, 2024
Q2 2024
|
Boston Family Office LLC
Boston, MA |
SELL
|
- |
-20- 0.36% |
$14.5K - $18.2K
|
5.57K
$4.38M
|
|
Aug 12, 2024
Q2 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
SELL
|
- |
-20- 1.62% |
$14.5K - $18.2K
|
1.21K
$955K
|
|
Jul 10, 2024
Q2 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
SELL
|
- |
-21- 0.5% |
$15.2K - $19.1K
|
4.17K
$3.28M
|
|
Jul 18, 2024
Q2 2024
|
Private Capital Management LLC
|
SELL
|
- |
-21- 1.19% |
$15.2K - $19.1K
|
1.75K
$1.38M
|
|
Jul 24, 2024
Q2 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-21- 3.23% |
$15.2K - $19.1K
|
630
$496K
|
|
Aug 05, 2024
Q2 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-21- 3.42% |
$15.2K - $19.1K
|
593
$467K
|
|
Jul 10, 2024
Q2 2024
|
Apella Capital, LLC
|
SELL
|
- |
-22- 1.37% |
$15.9K - $20K
|
1.59K
$1.25M
|
|
Jul 12, 2024
Q2 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-22- 0.68% |
$15.9K - $20K
|
3.23K
$2.54M
|
|
Jul 24, 2024
Q2 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-22- 7.01% |
$15.9K - $20K
|
292
$230K
|
|
Jul 26, 2024
Q2 2024
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-22- 0.22% |
$15.9K - $20K
|
10.1K
$7.93M
|
|
Aug 01, 2024
Q2 2024
|
Chilton Capital Management LLC
Houston, TX |
SELL
|
- |
-22- 0.14% |
$15.9K - $20K
|
15.6K
$12.3M
|
|
Aug 02, 2024
Q2 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-22- 4.87% |
$15.9K - $20K
|
430
$338K
|
|
Jul 23, 2024
Q2 2024
|
United Bank
|
SELL
|
- |
-23- 0.62% |
$16.7K - $20.9K
|
3.67K
$2.88M
|
|
Aug 09, 2024
Q2 2024
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-23- 13.37% |
$16.7K - $20.9K
|
149
$117K
|
|
Aug 14, 2024
Q2 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-23- 0.31% |
$16.7K - $20.9K
|
7.35K
$5.79M
|
|
Jul 05, 2024
Q2 2024
|
Collective Family Office LLC
|
SELL
|
- |
-24- 1.29% |
$17.4K - $21.8K
|
1.84K
$1.44M
|
|
Jul 10, 2024
Q2 2024
|
Contravisory Investment Management, Inc.
|
SELL
|
- |
-24- 3.73% |
$17.4K - $21.8K
|
620
$488K
|
|
Jul 12, 2024
Q2 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-24- 2.36% |
$17.4K - $21.8K
|
995
$783K
|
|
Jul 12, 2024
Q2 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-24- 5.43% |
$17.4K - $21.8K
|
418
$329K
|
|
Jul 19, 2024
Q2 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-24- 1.13% |
$17.4K - $21.8K
|
2.09K
$1.65M
|
|
Jul 29, 2024
Q2 2024
|
Riggs Asset Managment Co. Inc.
|
SELL
|
- |
-24- 0.77% |
$17.4K - $21.8K
|
3.07K
$2.42M
|
|
Jul 29, 2024
Q2 2024
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-24- 2.21% |
$17.4K - $21.8K
|
1.06K
$834K
|
|
Jul 30, 2024
Q2 2024
|
Canal Capital Management, LLC
|
SELL
|
- |
-24- 1.33% |
$17.4K - $21.8K
|
1.78K
$1.4M
|
|
Aug 01, 2024
Q2 2024
|
Consilium Wealth Advisory, LLC
|
SELL
|
- |
-24- 0.53% |
$17.4K - $21.8K
|
4.53K
$3.56M
|
|
Aug 06, 2024
Q2 2024
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-24- 9.2% |
$17.4K - $21.8K
|
237
$187K
|
|
Aug 08, 2024
Q2 2024
|
Ogorek Anthony Joseph
|
SELL
|
- |
-24- 0.21% |
$17.4K - $21.8K
|
11.1K
$8.77M
|
|
Jul 08, 2024
Q2 2024
|
Fc Advisory LLC
|
SELL
|
- |
-25- 1.5% |
$18.1K - $22.7K
|
1.65K
$1.3M
|
|
Jul 17, 2024
Q2 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
SELL
|
- |
-25- 1.21% |
$18.1K - $22.7K
|
2.04K
$1.61M
|
|
Jul 17, 2024
Q2 2024
|
Annapolis Financial Services, LLC
|
SELL
|
- |
-25- 7.04% |
$18.1K - $22.7K
|
330
$260K
|
|
Jul 19, 2024
Q2 2024
|
Westhampton Capital, LLC
|
SELL
|
- |
-25- 1.11% |
$18.1K - $22.7K
|
2.22K
$1.75M
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-25- 0.47% |
$18.1K - $22.7K
|
5.31K
$4.17M
|
|
Jul 23, 2024
Q2 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-25- 2.84% |
$18.1K - $22.7K
|
855
$673K
|
|
Jul 25, 2024
Q2 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-25- 1.03% |
$18.1K - $22.7K
|
2.39K
$1.88M
|
|
Aug 02, 2024
Q2 2024
|
Jgp Global Gestao De Recursos Ltda.
|
SELL
|
- |
-25- 1.15% |
$18.1K - $22.7K
|
2.15K
$1.69M
|
|
Aug 07, 2024
Q2 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-25- 2.36% |
$18.1K - $22.7K
|
1.03K
$813K
|
|
Aug 09, 2024
Q2 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-25- 0.42% |
$18.1K - $22.7K
|
5.98K
$4.7M
|
|
Aug 12, 2024
Q2 2024
|
Brown Capital Management LLC
Baltimore, MD |
SELL
|
- |
-25- 5.9% |
$18.1K - $22.7K
|
399
$314K
|
|
Aug 13, 2024
Q2 2024
|
Cyrus J. Lawrence, LLC
|
SELL
|
- |
-25- 0.12% |
$18.1K - $22.7K
|
21.3K
$16.7M
|
|
Aug 15, 2024
Q2 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-25- 8.31% |
$18.1K - $22.7K
|
276
$217K
|