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 02, 2024
Q2 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-26- 1.09% |
$18.8K - $23.6K
|
2.37K
$1.86M
|
|
Jul 12, 2024
Q2 2024
|
Thrive Wealth Management, LLC
|
SELL
|
- |
-26- 1.67% |
$18.8K - $23.6K
|
1.53K
$1.2M
|
|
Jul 17, 2024
Q2 2024
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-26- 4.34% |
$18.8K - $23.6K
|
573
$451K
|
|
Jul 19, 2024
Q2 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-26- 1.75% |
$18.8K - $23.6K
|
1.46K
$1.15M
|
|
Jul 25, 2024
Q2 2024
|
Latitude Advisors, LLC
|
SELL
|
- |
-26- 2.02% |
$18.8K - $23.6K
|
1.26K
$995K
|
|
Aug 01, 2024
Q2 2024
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-26- 0.69% |
$18.8K - $23.6K
|
3.76K
$2.96M
|
|
Aug 14, 2024
Q2 2024
|
Options Solutions, LLC
Chevy Chase, MD |
SELL
|
- |
-26- 0.98% |
$18.8K - $23.6K
|
2.63K
$2.07M
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
SELL
|
- |
-27- 9.44% |
$19.6K - $24.5K
|
259
$204K
|
|
Jul 22, 2024
Q2 2024
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-27- 1.8% |
$19.6K - $24.5K
|
1.47K
$1.16M
|
|
Jul 26, 2024
Q2 2024
|
Ls Investment Advisors, LLC
|
SELL
|
- |
-27- 1.13% |
$19.6K - $24.5K
|
2.36K
$1.85M
|
|
Aug 07, 2024
Q2 2024
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
SELL
|
- |
-27- 3.97% |
$19.6K - $24.5K
|
653
$514K
|
|
Aug 12, 2024
Q2 2024
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
SELL
|
- |
-27- 1.35% |
$19.6K - $24.5K
|
1.98K
$1.56M
|
|
Jul 09, 2024
Q2 2024
|
Northwest Capital Management Inc
|
SELL
|
- |
-28- 12.28% |
$20.3K - $25.5K
|
200
$157K
|
|
Jul 16, 2024
Q2 2024
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
SELL
|
- |
-28- 0.65% |
$20.3K - $25.5K
|
4.27K
$3.36M
|
|
Jul 19, 2024
Q2 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-28- 0.33% |
$20.3K - $25.5K
|
8.41K
$6.62M
|
|
Jul 29, 2024
Q2 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-28- 1.98% |
$20.3K - $25.5K
|
1.39K
$1.09M
|
|
Jul 31, 2024
Q2 2024
|
Criterion Capital Advisors, LLC
Nashville, TN |
SELL
|
- |
-28- 1.26% |
$20.3K - $25.5K
|
2.2K
$1.73M
|
|
Jul 31, 2024
Q2 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-28- 7.73% |
$20.3K - $25.5K
|
334
$263K
|
|
Aug 05, 2024
Q2 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
SELL
|
- |
-28- 4.61% |
$20.3K - $25.5K
|
579
$456K
|
|
Aug 07, 2024
Q2 2024
|
Lane & Associates LLC
Moorestown, NJ |
SELL
|
- |
-28- 1.07% |
$20.3K - $25.5K
|
2.6K
$2.04M
|
|
Aug 13, 2024
Q2 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-28- 6.29% |
$20.3K - $25.5K
|
417
$328K
|
|
Aug 13, 2024
Q2 2024
|
Running Point Capital Advisors, LLC
|
SELL
|
- |
-28- 1.49% |
$20.3K - $25.5K
|
1.85K
$1.46M
|
|
Aug 14, 2024
Q2 2024
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-28- 2.64% |
$20.3K - $25.5K
|
1.03K
$812K
|
|
Jul 10, 2024
Q2 2024
|
M. Kraus & CO
|
SELL
|
- |
-29- 2.86% |
$21K - $26.4K
|
985
$775K
|
|
Jul 17, 2024
Q2 2024
|
Source Financial Advisors LLC
New York, NY |
SELL
|
- |
-29- 3.88% |
$21K - $26.4K
|
719
$566K
|
|
Jul 25, 2024
Q2 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-29- 0.69% |
$21K - $26.4K
|
4.17K
$3.28M
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
SELL
|
- |
-29- 1.26% |
$21K - $26.4K
|
2.28K
$1.79M
|
|
Aug 15, 2024
Q2 2024
|
Cim Investment Management Inc
Pittsburgh, PA |
SELL
|
- |
-29- 1.34% |
$21K - $26.4K
|
2.14K
$1.68M
|
|
Jul 15, 2024
Q2 2024
|
Brady Family Wealth, LLC
Saint Louis, MO |
SELL
|
- |
-30- 1.9% |
$21.7K - $27.3K
|
1.55K
$1.22M
|
|
Jul 15, 2024
Q2 2024
|
Pinnacle Bancorp, Inc.
|
SELL
|
- |
-30- 0.57% |
$21.7K - $27.3K
|
5.22K
$4.11M
|
|
Jul 22, 2024
Q2 2024
|
Wallington Asset Management, LLC
|
SELL
|
- |
-30- 0.75% |
$21.7K - $27.3K
|
3.96K
$3.12M
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-30- 19.48% |
$21.7K - $27.3K
|
124
$97.6K
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
SELL
|
- |
-30- 0.93% |
$21.7K - $27.3K
|
3.21K
$2.53M
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-31- 6.8% |
$22.5K - $28.2K
|
425
$334K
|
|
Jul 25, 2024
Q2 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-31- 1.1% |
$22.5K - $28.2K
|
2.79K
$2.19M
|
|
Jul 29, 2024
Q2 2024
|
Bfsg, LLC
|
SELL
|
- |
-31- 1.17% |
$22.5K - $28.2K
|
2.61K
$2.05M
|
|
Aug 06, 2024
Q2 2024
|
Triasima Portfolio Management Inc.
|
SELL
|
- |
-31- 0.31% |
$22.5K - $28.2K
|
9.91K
$7.8M
|
|
Aug 07, 2024
Q2 2024
|
Investment Partners, Ltd.
|
SELL
|
- |
-31- 0.47% |
$22.5K - $28.2K
|
6.52K
$5.13M
|
|
Aug 07, 2024
Q2 2024
|
Cboe Vest Financial, LLC
Mclean, VA |
SELL
|
- |
-31- 2.71% |
$22.5K - $28.2K
|
1.11K
$874K
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-31- 6.67% |
$22.5K - $28.2K
|
434
$342K
|
|
Aug 13, 2024
Q2 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-31- 4.43% |
$22.5K - $28.2K
|
669
$526K
|
|
Aug 14, 2024
Q2 2024
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-31- 0.25% |
$22.5K - $28.2K
|
12.3K
$9.65M
|
|
Nov 14, 2024
Q2 2024
|
Optivise Advisory Services LLC
Franklin, TN |
SELL
|
- |
-31- 1.59% |
$22.5K - $28.2K
|
1.92K
$1.51M
|
|
Jul 15, 2024
Q2 2024
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-32- 4.86% |
$23.2K - $29.1K
|
626
$493K
|
|
Jul 22, 2024
Q2 2024
|
Pb Mares Wealth Management LLC
|
SELL
|
- |
-32- 6.64% |
$23.2K - $29.1K
|
450
$354K
|
|
Jul 23, 2024
Q2 2024
|
Eads & Heald Wealth Management
|
SELL
|
- |
-32- 2.41% |
$23.2K - $29.1K
|
1.3K
$1.02M
|
|
Aug 06, 2024
Q2 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-32- 0.64% |
$23.2K - $29.1K
|
5K
$3.94M
|
|
Jul 22, 2024
Q2 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-33- 2.23% |
$23.9K - $30K
|
1.45K
$1.14M
|
|
Jul 30, 2024
Q2 2024
|
Mba Advisors LLC
Hermitage, PA |
SELL
|
- |
-33- 5.59% |
$23.9K - $30K
|
557
$438K
|
|
Jul 30, 2024
Q2 2024
|
United Capital Management Of Ks, Inc.
|
SELL
|
- |
-33- 0.27% |
$23.9K - $30K
|
12.2K
$9.63M
|