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 05, 2024
Q2 2024
|
M. Kulyk & Associates, LLC
|
SELL
|
- |
-120- 26.61% |
$87K - $109K
|
331
$260K
|
|
|
Aug 06, 2024
Q2 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-120- 10.3% |
$87K - $109K
|
1.05K
$822K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-120- 7.62% |
$87K - $109K
|
1.46K
$1.14M
|
|
|
Aug 08, 2024
Q2 2024
|
Garrison Asset Management, LLC
|
SELL
|
- |
-120- 4.45% |
$87K - $109K
|
2.58K
$2.03M
|
|
|
Jul 15, 2024
Q2 2024
|
Washington Trust CO
|
SELL
|
- |
-121- 0.62% |
$87.7K - $110K
|
19.4K
$15.2M
|
|
|
Jul 17, 2024
Q2 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-121- 1.2% |
$87.7K - $110K
|
9.97K
$7.84M
|
|
|
Jul 18, 2024
Q2 2024
|
Shilanski & Associates, Inc.
|
SELL
|
- |
-122- 3.24% |
$88.4K - $111K
|
3.64K
$2.87M
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-122- 0.46% |
$88.4K - $111K
|
26.5K
$20.9M
|
|
|
Sep 30, 2024
Q2 2024
|
Ashburton (Jersey) LTD
St Helier, Y9 |
SELL
|
- |
-122- 44.36% |
$88.4K - $111K
|
153
$120K
|
|
|
Jul 11, 2024
Q2 2024
|
Threadgill Financial, LLC
|
SELL
|
- |
-123- 10.06% |
$89.2K - $112K
|
1.1K
$866K
|
|
|
Jul 16, 2024
Q2 2024
|
Bill Few Associates, Inc.
|
SELL
|
- |
-123- 4.91% |
$89.2K - $112K
|
2.38K
$1.87M
|
|
|
Jul 25, 2024
Q2 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-123- 1.69% |
$89.2K - $112K
|
7.16K
$5.64M
|
|
|
Jul 17, 2024
Q2 2024
|
Crescent Sterling, Ltd.
Metairie, LA |
SELL
|
- |
-124- 16.56% |
$89.9K - $113K
|
625
$492K
|
|
|
Aug 08, 2024
Q2 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-124- 28.38% |
$89.9K - $113K
|
313
$246K
|
|
|
Jul 09, 2024
Q2 2024
|
Bard Financial Services, Inc.
|
SELL
|
- |
-125- 2.18% |
$90.6K - $114K
|
5.62K
$4.42M
|
|
|
Jul 16, 2024
Q2 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-125- 1.71% |
$90.6K - $114K
|
7.18K
$5.65M
|
|
|
Jul 25, 2024
Q2 2024
|
Hyman Charles D
|
SELL
|
- |
-125- 0.82% |
$90.6K - $114K
|
15.1K
$11.9M
|
|
|
Jul 02, 2024
Q2 2024
|
Appleton Partners Inc
|
SELL
|
- |
-127- 2.5% |
$92.1K - $115K
|
4.95K
$3.89M
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-127- 2.36% |
$92.1K - $115K
|
5.26K
$4.14M
|
|
|
Jul 15, 2024
Q2 2024
|
Sage Investment Advisers LLC
Poughkeepsie, NY |
SELL
|
- |
-129- 32.66% |
$93.5K - $117K
|
266
$209K
|
|
|
Aug 13, 2024
Q2 2024
|
Portland Global Advisors LLC
|
SELL
|
- |
-129- 15.28% |
$93.5K - $117K
|
715
$563K
|
|
|
Jul 22, 2024
Q2 2024
|
Jnba Financial Advisors
|
SELL
|
- |
-130- 20.67% |
$94.2K - $118K
|
499
$393K
|
|
|
Jul 29, 2024
Q2 2024
|
Am Investment Strategies LLC
|
SELL
|
- |
-130- 27.66% |
$94.2K - $118K
|
340
$268K
|
|
|
Aug 02, 2024
Q2 2024
|
Community Bank & Trust, Waco, Texas
Waco, TX |
SELL
|
- |
-130- 16.88% |
$94.2K - $118K
|
640
$504K
|
|
|
Aug 09, 2024
Q2 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-130- 1.14% |
$94.2K - $118K
|
11.3K
$8.86M
|
|
|
Aug 14, 2024
Q2 2024
|
Weiss Asset Management LP
Boston, MA |
SELL
|
- |
-130- 30.37% |
$94.2K - $118K
|
298
$235K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-131- 1.08% |
$95K - $119K
|
12K
$9.46M
|
|
|
Jul 08, 2024
Q2 2024
|
Boltwood Capital Management
|
SELL
|
- |
-133- 5.78% |
$96.4K - $121K
|
2.17K
$1.71M
|
|
|
Jul 12, 2024
Q2 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-133- 11.12% |
$96.4K - $121K
|
1.06K
$836K
|
|
|
Jul 12, 2024
Q2 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-133- 2.14% |
$96.4K - $121K
|
6.1K
$4.8M
|
|
|
Jul 18, 2024
Q2 2024
|
Gsb Wealth Management, LLC
|
SELL
|
- |
-134- 18.53% |
$97.1K - $122K
|
589
$463K
|
|
|
Jul 29, 2024
Q2 2024
|
Washington Trust Bank
|
SELL
|
- |
-135- 1.77% |
$97.9K - $123K
|
7.51K
$5.91M
|
|
|
Aug 01, 2024
Q2 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-135- 5.64% |
$97.9K - $123K
|
2.26K
$1.78M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-135- 4.12% |
$97.9K - $123K
|
3.14K
$2.47M
|
|
|
Aug 13, 2024
Q2 2024
|
Nwk Group, Inc.
San Francisco, CA |
SELL
|
- |
-135- 0.84% |
$97.9K - $123K
|
15.9K
$12.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-135- 3.68% |
$97.9K - $123K
|
3.54K
$2.78M
|
|
|
Aug 01, 2024
Q2 2024
|
Costello Asset Management, Inc
|
SELL
|
- |
-137- 4.72% |
$99.3K - $125K
|
2.77K
$2.18M
|
|
|
Jul 19, 2024
Q2 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-138- 35.57% |
$100K - $125K
|
250
$197K
|
|
|
Aug 09, 2024
Q2 2024
|
Pacific Global Investment Management CO
|
SELL
|
- |
-138- 1.89% |
$100K - $125K
|
7.18K
$5.65M
|
|
|
Jul 08, 2024
Q2 2024
|
Beach Investment Counsel Inc/Pa
West Conshohocken, PA |
SELL
|
- |
-140- 3.53% |
$101K - $127K
|
3.83K
$3.01M
|
|
|
Aug 07, 2024
Q2 2024
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-140- 11.52% |
$101K - $127K
|
1.08K
$846K
|
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-140- 11.77% |
$101K - $127K
|
1.05K
$825K
|
|
|
Aug 14, 2024
Q2 2024
|
Csm Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-140- 10.28% |
$101K - $127K
|
1.22K
$962K
|
|
|
Jul 16, 2024
Q2 2024
|
Keudell
|
SELL
|
- |
-141- 2.84% |
$102K - $128K
|
4.82K
$3.79M
|
|
|
Jul 16, 2024
Q2 2024
|
Burt Wealth Advisors
|
SELL
|
- |
-141- 5.33% |
$102K - $128K
|
2.5K
$1.97M
|
|
|
Aug 01, 2024
Q2 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-142- 2.3% |
$103K - $129K
|
6.03K
$4.75M
|
|
|
Aug 09, 2024
Q2 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-142- 4.91% |
$103K - $129K
|
2.75K
$2.16M
|
|
|
Jul 15, 2024
Q2 2024
|
Walter & Keenan Wealth Management LLC
|
SELL
|
- |
-143- 0.55% |
$104K - $130K
|
25.7K
$20.3M
|
|
|
Jul 15, 2024
Q2 2024
|
Ballast, Inc.
|
SELL
|
- |
-143- 3.13% |
$104K - $130K
|
4.43K
$3.49M
|
|
|
Jul 31, 2024
Q2 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-144- 4.33% |
$104K - $131K
|
3.18K
$2.5M
|