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 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-177- 5.61% |
$128K - $161K
|
2.98K
$2.35M
|
|
|
Aug 02, 2024
Q2 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-177- 20.65% |
$128K - $161K
|
680
$535K
|
|
|
Aug 09, 2024
Q2 2024
|
Cooper/Haims Advisors, LLC
|
SELL
|
- |
-177- 28.23% |
$128K - $161K
|
450
$354K
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-178- 0.7% |
$129K - $162K
|
25.4K
$20M
|
|
|
Jul 12, 2024
Q2 2024
|
Usa Financial Portformulas Corp
Ada, MI |
SELL
|
- |
-180- 13.38% |
$130K - $164K
|
1.17K
$917K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-181- 3.13% |
$131K - $165K
|
5.6K
$4.41M
|
|
|
Aug 07, 2024
Q2 2024
|
Morling Financial Advisors, LLC
|
SELL
|
- |
-182- 41.84% |
$132K - $165K
|
253
$199K
|
|
|
Aug 08, 2024
Q2 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-182- 6.78% |
$132K - $165K
|
2.5K
$1.97M
|
|
|
Feb 13, 2025
Q2 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-183- 10.89% |
$133K - $166K
|
1.5K
$1.18M
|
|
|
Jul 08, 2024
Q2 2024
|
Woodstock Corp
|
SELL
|
- |
-184- 2.24% |
$133K - $167K
|
8.03K
$6.32M
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-189- 8.87% |
$137K - $172K
|
1.94K
$1.53M
|
|
|
Aug 13, 2024
Q2 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-189- 4.29% |
$137K - $172K
|
4.22K
$3.32M
|
|
|
Jul 19, 2024
Q2 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-190- 1.83% |
$138K - $173K
|
10.2K
$8.02M
|
|
|
Jul 30, 2024
Q2 2024
|
Corda Investment Management, Llc.
Houston, TX |
SELL
|
- |
-190- 11.4% |
$138K - $173K
|
1.48K
$1.16M
|
|
|
Jul 11, 2024
Q2 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-193- 1.82% |
$140K - $175K
|
10.4K
$8.18M
|
|
|
Aug 08, 2024
Q2 2024
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-194- 20.53% |
$141K - $176K
|
751
$591K
|
|
|
Aug 12, 2024
Q2 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
SELL
|
- |
-194- 14.3% |
$141K - $176K
|
1.16K
$915K
|
|
|
Aug 13, 2024
Q2 2024
|
Fort, L.P.
Chevy Chase, MD |
SELL
|
- |
-194- 38.04% |
$141K - $176K
|
316
$249K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-195- 29.55% |
$141K - $177K
|
465
$366K
|
|
|
Jul 22, 2024
Q2 2024
|
Wendell David Associates Inc
|
SELL
|
- |
-195- 0.45% |
$141K - $177K
|
43.4K
$34.1M
|
|
|
Aug 07, 2024
Q2 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-196- 1.43% |
$142K - $178K
|
13.5K
$10.7M
|
|
|
Aug 14, 2024
Q2 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-196- 1.12% |
$142K - $178K
|
17.3K
$13.6M
|
|
|
Jul 12, 2024
Q2 2024
|
Jgp Wealth Management, LLC
|
SELL
|
- |
-197- 10.32% |
$143K - $179K
|
1.71K
$1.35M
|
|
|
Jul 19, 2024
Q2 2024
|
Platte River Wealth Advisors, LLC
|
SELL
|
- |
-198- 2.34% |
$144K - $180K
|
8.27K
$6.51M
|
|
|
Jul 16, 2024
Q2 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-200- 25.28% |
$145K - $182K
|
591
$465K
|
|
|
Jul 18, 2024
Q2 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-200- 9.09% |
$145K - $182K
|
2K
$1.57M
|
|
|
Jul 25, 2024
Q2 2024
|
Van Strum & Towne Inc.
San Francisco, CA |
SELL
|
- |
-200- 3.65% |
$145K - $182K
|
5.28K
$4.15M
|
|
|
Aug 05, 2024
Q2 2024
|
Lake Street Advisors Group, LLC
|
SELL
|
- |
-200- 1.83% |
$145K - $182K
|
10.7K
$8.45M
|
|
|
Aug 08, 2024
Q2 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-200- 5.62% |
$145K - $182K
|
3.36K
$2.64M
|
|
|
Aug 13, 2024
Q2 2024
|
Blackhill Capital Inc
Morristown, NJ |
SELL
|
- |
-200- 0.14% |
$145K - $182K
|
147K
$116M
|
|
|
Aug 14, 2024
Q2 2024
|
Wallace Capital Management Inc.
Dallas, TX |
SELL
|
- |
-200- 16.26% |
$145K - $182K
|
1.03K
$811K
|
|
|
Aug 14, 2024
Q2 2024
|
Widmann Financial Services, Inc.
|
SELL
|
- |
-200- 17.18% |
$145K - $182K
|
964
$759K
|
|
|
Jul 12, 2024
Q2 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-202- 3.14% |
$146K - $184K
|
6.22K
$4.9M
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-202- 7.89% |
$146K - $184K
|
2.36K
$1.85M
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-202- 3.0% |
$146K - $184K
|
6.54K
$5.14M
|
|
|
Jul 31, 2024
Q2 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-203- 2.7% |
$147K - $185K
|
7.32K
$5.76M
|
|
|
Jul 23, 2024
Q2 2024
|
Vinland Capital Management Gestora De Recursos Ltda.
Sao Paulo, D5 |
SELL
|
- |
-205Closed |
$149K - $186K
|
0
$0
|
|
|
Aug 01, 2024
Q2 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
SELL
|
- |
-205- 9.54% |
$149K - $186K
|
1.94K
$1.53M
|
|
|
Jul 16, 2024
Q2 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-206- 6.86% |
$149K - $187K
|
2.8K
$2.2M
|
|
|
Aug 14, 2024
Q2 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
SELL
|
- |
-208- 11.78% |
$151K - $189K
|
1.56K
$1.23M
|
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-209- 1.14% |
$151K - $190K
|
18.2K
$14.3M
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-211- 0.91% |
$153K - $192K
|
23.1K
$18.2M
|
|
|
Jul 24, 2024
Q2 2024
|
Eagle Ridge Investment Management
|
SELL
|
- |
-212- 14.09% |
$154K - $193K
|
1.29K
$1.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
SELL
|
- |
-212- 0.48% |
$154K - $193K
|
43.7K
$34.4M
|
|
|
Aug 02, 2024
Q2 2024
|
Meridian Wealth Advisors, LLC
|
SELL
|
- |
-213- 2.99% |
$154K - $194K
|
6.9K
$5.43M
|
|
|
Aug 05, 2024
Q2 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-214- 3.79% |
$155K - $195K
|
5.44K
$4.28M
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-215- 0.28% |
$156K - $195K
|
76.9K
$60.5M
|
|
|
Jul 16, 2024
Q2 2024
|
Moseley Investment Management Inc
|
SELL
|
- |
-219- 5.63% |
$159K - $199K
|
3.67K
$2.89M
|
|
|
Jul 17, 2024
Q2 2024
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-220- 5.15% |
$159K - $200K
|
4.05K
$3.19M
|
|
|
Jul 23, 2024
Q2 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-220- 32.93% |
$159K - $200K
|
448
$353K
|