Purchases and Sales Made in Q3 2024 in Eli Lilly & CO (LLY)
This table provides information about the institutional ownership of Eli Lilly & CO (LLY) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
620+ 3.05% |
$479K - $595K
|
21K
$18.3M
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
619+ 36.67% |
$478K - $594K
|
2.31K
$2.02M
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
609+ 9.5% |
$470K - $585K
|
7.02K
$6.13M
|
|
Feb 13, 2025
Q3 2024
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
609+ 20.24% |
$470K - $585K
|
3.62K
$3.16M
|
|
Oct 25, 2024
Q3 2024
|
Burr Financial Services, LLC
Pleasant Hill, CA |
BUY
|
- |
606+ 50.5% |
$468K - $582K
|
1.81K
$1.58M
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
601+ 3.67% |
$464K - $577K
|
17K
$14.8M
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
600New |
$463K - $576K
|
600
$524K
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
599+ 18.2% |
$463K - $575K
|
3.89K
$3.4M
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
595+ 0.2% |
$459K - $571K
|
297K
$260M
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
594+ 49.54% |
$459K - $570K
|
1.79K
$1.57M
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
592+ 4.77% |
$457K - $568K
|
13K
$11.4M
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
592+ 5.37% |
$457K - $568K
|
11.6K
$10.1M
|
|
Nov 07, 2024
Q3 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
591New |
$456K - $567K
|
591
$516K
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
585New |
$452K - $562K
|
585
$511K
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
585New |
$452K - $562K
|
585
$511K
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
580New |
$448K - $557K
|
580
$507K
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
573+ 174.7% |
$442K - $550K
|
901
$787K
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
569+ 67.18% |
$439K - $546K
|
1.42K
$1.24M
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
564+ 7.16% |
$435K - $541K
|
8.44K
$7.37M
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
563New |
$435K - $540K
|
563
$492K
|
|
Nov 07, 2024
Q3 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
561+ 22.85% |
$433K - $539K
|
3.02K
$2.64M
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
561+ 12.71% |
$433K - $539K
|
4.98K
$4.35M
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
560+ 27.72% |
$432K - $538K
|
2.58K
$2.25M
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
556+ 0.32% |
$429K - $534K
|
175K
$153M
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
553+ 22.93% |
$427K - $531K
|
2.97K
$2.59M
|
|
Nov 13, 2024
Q3 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
550+ 93.22% |
$425K - $528K
|
1.14K
$996K
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
550+ 7.82% |
$425K - $528K
|
7.58K
$6.62M
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
546+ 7.58% |
$422K - $524K
|
7.75K
$6.77M
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
543+ 7.61% |
$419K - $521K
|
7.68K
$6.71M
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
539+ 2.58% |
$416K - $517K
|
21.4K
$18.7M
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
538+ 3.4% |
$415K - $516K
|
16.4K
$14.3M
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
538+ 12.91% |
$415K - $516K
|
4.7K
$4.11M
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
538New |
$415K - $516K
|
538
$470K
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
537+ 77.04% |
$415K - $516K
|
1.23K
$1.08M
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
531+ 20.17% |
$410K - $510K
|
3.16K
$2.76M
|
|
Feb 14, 2025
Q3 2024
|
Triumph Capital Management
|
BUY
|
- |
531+ 79.85% |
$410K - $510K
|
1.2K
$1.04M
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
527+ 4.79% |
$407K - $506K
|
11.5K
$10.1M
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
524+ 671.79% |
$405K - $503K
|
602
$526K
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
524+ 2.31% |
$405K - $503K
|
23.2K
$20.2M
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
522+ 6.49% |
$403K - $501K
|
8.56K
$7.48M
|
|
Nov 14, 2024
Q3 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
520New |
$402K - $499K
|
520
$454K
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
516New |
$398K - $495K
|
516
$451K
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
515New |
$398K - $494K
|
515
$450K
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
514+ 7.74% |
$397K - $493K
|
7.15K
$6.25M
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
513+ 11.97% |
$396K - $492K
|
4.8K
$4.19M
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
510+ 1.92% |
$394K - $490K
|
27K
$23.6M
|
|
Nov 14, 2024
Q3 2024
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
510+ 78.1% |
$394K - $490K
|
1.16K
$1.02M
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
505+ 1.81% |
$390K - $485K
|
28.4K
$24.8M
|
|
Nov 14, 2024
Q3 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
505New |
$390K - $485K
|
505
$441K
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
504New |
$389K - $484K
|
504
$440K
|