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 08, 2024
Q3 2024
|
Hilton Capital Management, LLC
|
BUY
|
- |
258+ 1.53% |
$199K - $248K
|
17.1K
$14.9M
|
|
|
Nov 06, 2024
Q3 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
256+ 50.2% |
$198K - $246K
|
766
$669K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
255+ 8.12% |
$197K - $245K
|
3.4K
$2.97M
|
|
|
Nov 07, 2024
Q3 2024
|
Summitry LLC
Foster City, CA |
BUY
|
- |
255+ 87.63% |
$197K - $245K
|
546
$477K
|
|
|
Nov 08, 2024
Q3 2024
|
West Family Investments, Inc.
Carlsbad, CA |
BUY
|
- |
255+ 5.84% |
$197K - $245K
|
4.62K
$4.04M
|
|
|
Oct 11, 2024
Q3 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
251New |
$194K - $241K
|
251
$219K
|
|
|
Oct 22, 2024
Q3 2024
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
BUY
|
- |
251+ 10.62% |
$194K - $241K
|
2.61K
$2.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Everstar Asset Management, LLC
Mooresville, NC |
BUY
|
- |
251New |
$194K - $241K
|
251
$219K
|
|
|
Oct 10, 2024
Q3 2024
|
Avity Investment Management Inc.
|
BUY
|
- |
250+ 21.19% |
$193K - $240K
|
1.43K
$1.25M
|
|
|
Oct 15, 2024
Q3 2024
|
Flagstone Financial Management
Lincoln, NE |
BUY
|
- |
248New |
$191K - $238K
|
248
$217K
|
|
|
Oct 31, 2024
Q3 2024
|
Waterfront Wealth Inc.
|
BUY
|
- |
248New |
$191K - $238K
|
248
$217K
|
|
|
Oct 03, 2024
Q3 2024
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
247New |
$191K - $237K
|
247
$216K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
247+ 8.53% |
$191K - $237K
|
3.14K
$2.75M
|
|
|
Oct 11, 2024
Q3 2024
|
Sapient Capital LLC
Indianapolis, IN |
BUY
|
- |
247+ 0.02% |
$191K - $237K
|
1.18M
$1.03B
|
|
|
Nov 06, 2024
Q3 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
246+ 3.64% |
$190K - $236K
|
7K
$6.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
244+ 18.96% |
$188K - $234K
|
1.53K
$1.34M
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
244+ 4.25% |
$188K - $234K
|
5.98K
$5.22M
|
|
|
Oct 29, 2024
Q3 2024
|
Emerald Mutual Fund Advisers Trust
|
BUY
|
- |
244+ 76.73% |
$188K - $234K
|
562
$491K
|
|
|
Nov 08, 2024
Q3 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
244New |
$188K - $234K
|
244
$213K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
243+ 4.4% |
$188K - $233K
|
5.77K
$5.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
243+ 12.56% |
$188K - $233K
|
2.18K
$1.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
243+ 16.56% |
$188K - $233K
|
1.71K
$1.49M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
242+ 45.23% |
$187K - $232K
|
777
$679K
|
|
|
Oct 15, 2024
Q3 2024
|
Safeguard Financial, LLC
|
BUY
|
- |
241New |
$186K - $231K
|
241
$211K
|
|
|
Oct 28, 2024
Q3 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
241+ 6.28% |
$186K - $231K
|
4.08K
$3.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
240+ 0.69% |
$185K - $230K
|
34.9K
$30.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Quest Partners LLC
New York, NY |
BUY
|
- |
238+ 29.2% |
$184K - $228K
|
1.05K
$920K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
238+ 4.18% |
$184K - $228K
|
5.93K
$5.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
BUY
|
- |
237+ 21.78% |
$183K - $228K
|
1.33K
$1.16M
|
|
|
Oct 31, 2024
Q3 2024
|
Jgp Global Gestao De Recursos Ltda.
|
BUY
|
- |
237+ 11.01% |
$183K - $228K
|
2.39K
$2.09M
|
|
|
Nov 07, 2024
Q3 2024
|
Bip Wealth, LLC
Atlanta, GA |
BUY
|
- |
237+ 31.56% |
$183K - $228K
|
988
$863K
|
|
|
Nov 08, 2024
Q3 2024
|
Second Half Financial Partners, LLC
Sebring, FL |
BUY
|
- |
237New |
$183K - $228K
|
237
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
237New |
$183K - $228K
|
237
$207K
|
|
|
Oct 15, 2024
Q3 2024
|
Chatham Capital Group, Inc.
|
BUY
|
- |
236+ 2.6% |
$182K - $227K
|
9.3K
$8.13M
|
|
|
Oct 15, 2024
Q3 2024
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
235+ 13.33% |
$181K - $226K
|
2K
$1.75M
|
|
|
Oct 22, 2024
Q3 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
235+ 20.81% |
$181K - $226K
|
1.36K
$1.19M
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
235+ 5.66% |
$181K - $226K
|
4.39K
$3.83M
|
|
|
Oct 09, 2024
Q3 2024
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
233+ 1.14% |
$180K - $224K
|
20.6K
$18M
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Carthy & Cox
Marysville, OH |
BUY
|
- |
233New |
$180K - $224K
|
233
$204K
|
|
|
Nov 01, 2024
Q3 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
233+ 59.14% |
$180K - $224K
|
627
$548K
|
|
|
Nov 07, 2024
Q3 2024
|
Banco Btg Pactual S.A.
Rio De Janeiro, D5 |
BUY
|
- |
233New |
$180K - $224K
|
233
$204K
|
|
|
Nov 14, 2024
Q3 2024
|
Creegan & Nassoura Financial Group, LLC
Portsmouth, NH |
BUY
|
- |
232New |
$179K - $223K
|
232
$203K
|
|
|
Nov 12, 2024
Q3 2024
|
Left Brain Wealth Management, LLC
Naperville, IL |
BUY
|
- |
231+ 24.01% |
$178K - $222K
|
1.19K
$1.04M
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
230+ 2.1% |
$178K - $221K
|
11.2K
$9.75M
|
|
|
Nov 12, 2024
Q3 2024
|
Truepoint, Inc.
|
BUY
|
- |
230+ 99.14% |
$178K - $221K
|
462
$404K
|
|
|
Nov 13, 2024
Q3 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
230New |
$178K - $221K
|
230
$201K
|
|
|
Oct 23, 2024
Q3 2024
|
Mainstay Capital Management LLC
|
BUY
|
- |
229New |
$177K - $220K
|
229
$200K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
229+ 10.48% |
$177K - $220K
|
2.42K
$2.11M
|
|
|
Oct 15, 2024
Q3 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
228+ 4.76% |
$176K - $219K
|
5.02K
$4.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
228+ 8.39% |
$176K - $219K
|
2.95K
$2.57M
|