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 04, 2024
Q3 2024
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
425New |
$328K - $408K
|
425
$371K
|
|
Nov 12, 2024
Q3 2024
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
425+ 18.47% |
$328K - $408K
|
2.73K
$2.38M
|
|
Oct 10, 2024
Q3 2024
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
422New |
$326K - $405K
|
422
$369K
|
|
Oct 23, 2024
Q3 2024
|
Nicholson Wealth Management Group, LLC
Charlestown, SC |
BUY
|
- |
420New |
$324K - $403K
|
420
$367K
|
|
Oct 24, 2024
Q3 2024
|
Concord Wealth Partners
|
BUY
|
- |
416+ 8.94% |
$321K - $399K
|
5.07K
$4.43M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
415+ 1.18% |
$320K - $398K
|
35.6K
$31.1M
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
413+ 8.81% |
$319K - $396K
|
5.1K
$4.46M
|
|
Oct 17, 2024
Q3 2024
|
Omni Star Financial Group, Inc.
|
BUY
|
- |
412+ 154.89% |
$318K - $396K
|
678
$592K
|
|
Oct 28, 2024
Q3 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
411New |
$317K - $395K
|
411
$359K
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
411+ 2.18% |
$317K - $395K
|
19.3K
$16.9M
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
410+ 12.78% |
$317K - $394K
|
3.62K
$3.16M
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
BUY
|
- |
408+ 7.33% |
$315K - $392K
|
5.97K
$5.22M
|
|
Nov 15, 2024
Q3 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
406+ 99.27% |
$313K - $390K
|
815
$712K
|
|
Nov 13, 2024
Q3 2024
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
404+ 7.72% |
$312K - $388K
|
5.64K
$4.93M
|
|
Nov 12, 2024
Q3 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
403+ 18.78% |
$311K - $387K
|
2.55K
$2.23M
|
|
Oct 15, 2024
Q3 2024
|
Mount Vernon Associates Inc
|
BUY
|
- |
400+ 74.07% |
$309K - $384K
|
940
$821K
|
|
Oct 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
400New |
$309K - $384K
|
400
$349K
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
400New |
$309K - $384K
|
400
$349K
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
399+ 14.96% |
$308K - $383K
|
3.07K
$2.68M
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
398New |
$307K - $382K
|
398
$348K
|
|
Nov 05, 2024
Q3 2024
|
Torray LLC
|
BUY
|
- |
398New |
$307K - $382K
|
398
$348K
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
398+ 1.7% |
$307K - $382K
|
23.8K
$20.8M
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
397+ 9.01% |
$307K - $381K
|
4.8K
$4.2M
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
397+ 158.8% |
$307K - $381K
|
647
$565K
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
394+ 1.03% |
$304K - $378K
|
38.7K
$33.8M
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
392+ 6.14% |
$303K - $376K
|
6.78K
$5.92M
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
390+ 23.67% |
$301K - $374K
|
2.04K
$1.78M
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
388New |
$300K - $372K
|
388
$339K
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
386+ 4.87% |
$298K - $371K
|
8.32K
$7.27M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
384New |
$297K - $369K
|
384
$335K
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
381+ 1.79% |
$294K - $366K
|
21.6K
$18.9M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
380+ 2.04% |
$293K - $365K
|
19K
$16.6M
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
380New |
$293K - $365K
|
380
$332K
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
379+ 21.74% |
$293K - $364K
|
2.12K
$1.85M
|
|
Nov 14, 2024
Q3 2024
|
Goldstream Capital Management LTD
|
BUY
|
- |
379+ 2.89% |
$293K - $364K
|
13.5K
$11.8M
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
378+ 1.75% |
$292K - $363K
|
22K
$19.2M
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
377+ 55.69% |
$291K - $362K
|
1.05K
$921K
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
377+ 9.56% |
$291K - $362K
|
4.32K
$3.77M
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
376+ 14.19% |
$290K - $361K
|
3.03K
$2.64M
|
|
Oct 16, 2024
Q3 2024
|
Nat West Group PLC
|
BUY
|
- |
375+ 2.71% |
$290K - $360K
|
14.2K
$12.4M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
374+ 14.39% |
$289K - $359K
|
2.97K
$2.6M
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
374New |
$289K - $359K
|
374
$327K
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
373+ 9.69% |
$288K - $358K
|
4.22K
$3.69M
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
372+ 10.21% |
$287K - $357K
|
4.01K
$3.51M
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
372+ 2.5% |
$287K - $357K
|
15.3K
$13.4M
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
372+ 16.45% |
$287K - $357K
|
2.63K
$2.3M
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
371New |
$286K - $356K
|
371
$324K
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
371New |
$286K - $356K
|
371
$324K
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
370+ 24.68% |
$286K - $355K
|
1.87K
$1.63M
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
370+ 51.18% |
$286K - $355K
|
1.09K
$955K
|