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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
368+ 29.77% |
$284K - $353K
|
1.6K
$1.4M
|
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
365+ 13.07% |
$282K - $350K
|
3.16K
$2.76M
|
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
360New |
$278K - $346K
|
360
$315K
|
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
360+ 10.64% |
$278K - $346K
|
3.75K
$3.27M
|
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
360New |
$278K - $346K
|
360
$315K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
359+ 26.11% |
$277K - $345K
|
1.73K
$1.51M
|
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
358+ 3.78% |
$276K - $344K
|
9.83K
$8.59M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
358+ 31.32% |
$276K - $344K
|
1.5K
$1.31M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
356+ 33.49% |
$275K - $342K
|
1.42K
$1.24M
|
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
356+ 6.43% |
$275K - $342K
|
5.89K
$5.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
354+ 9.01% |
$273K - $340K
|
4.28K
$3.74M
|
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
352New |
$272K - $338K
|
352
$308K
|
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
351+ 29.42% |
$271K - $337K
|
1.54K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
351+ 6.74% |
$271K - $337K
|
5.56K
$4.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
350+ 5.93% |
$270K - $336K
|
6.25K
$5.46M
|
|
|
Dec 10, 2024
Q3 2024
|
Dgs Capital Management, LLC
|
BUY
|
- |
350+ 7.16% |
$270K - $336K
|
5.24K
$4.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
349+ 6.86% |
$269K - $335K
|
5.44K
$4.75M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
346New |
$267K - $332K
|
346
$302K
|
|
|
Nov 06, 2024
Q3 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
346+ 1.84% |
$267K - $332K
|
19.1K
$16.7M
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
345+ 15.58% |
$266K - $331K
|
2.56K
$2.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
343+ 24.75% |
$265K - $329K
|
1.73K
$1.51M
|
|
|
Nov 14, 2024
Q3 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
343+ 7.3% |
$265K - $329K
|
5.04K
$4.4M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
341+ 15.73% |
$263K - $327K
|
2.51K
$2.19M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
340+ 30.58% |
$263K - $326K
|
1.45K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
340+ 144.68% |
$263K - $326K
|
575
$502K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
339+ 8.46% |
$262K - $325K
|
4.35K
$3.8M
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
334+ 4.91% |
$258K - $321K
|
7.14K
$6.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
333+ 20.47% |
$257K - $320K
|
1.96K
$1.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
BUY
|
- |
331+ 1.87% |
$256K - $318K
|
18.1K
$15.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
329+ 28.29% |
$254K - $316K
|
1.49K
$1.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
327+ 69.87% |
$252K - $314K
|
795
$695K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
326+ 8.7% |
$252K - $313K
|
4.07K
$3.56M
|
|
|
Nov 04, 2024
Q3 2024
|
Iyo Bank, Ltd.
|
BUY
|
- |
326+ 81.5% |
$252K - $313K
|
726
$634K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
325+ 2.03% |
$251K - $312K
|
16.3K
$14.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
324+ 2.65% |
$250K - $311K
|
12.6K
$11M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
324+ 10.1% |
$250K - $311K
|
3.53K
$3.08M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
323+ 13.45% |
$249K - $310K
|
2.73K
$2.38M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
322+ 2.86% |
$249K - $309K
|
11.6K
$10.1M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
322+ 10.22% |
$249K - $309K
|
3.47K
$3.03M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
322New |
$249K - $309K
|
322
$281K
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
320New |
$247K - $307K
|
320
$280K
|
|
|
Nov 14, 2024
Q3 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
320New |
$247K - $307K
|
320
$280K
|
|
|
Oct 16, 2024
Q3 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
319+ 4.12% |
$246K - $306K
|
8.06K
$7.04M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
318+ 7.41% |
$246K - $305K
|
4.61K
$4.03M
|
|
|
Nov 08, 2024
Q3 2024
|
Parnassus Investments, LLC
|
BUY
|
- |
318+ 15.33% |
$246K - $305K
|
2.39K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
317+ 11.64% |
$245K - $304K
|
3.04K
$2.66M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
314+ 8.2% |
$242K - $301K
|
4.14K
$3.62M
|
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
312New |
$241K - $300K
|
312
$273K
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
311New |
$240K - $299K
|
311
$272K
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
310+ 139.01% |
$239K - $298K
|
533
$466K
|