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 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
189+ 3.52% |
$146K - $181K
|
5.55K
$4.85M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
188+ 9.67% |
$145K - $180K
|
2.13K
$1.86M
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
188+ 19.3% |
$145K - $180K
|
1.16K
$1.02M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
187+ 11.83% |
$144K - $180K
|
1.77K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
187+ 2.15% |
$144K - $180K
|
8.89K
$7.77M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
186+ 3.86% |
$144K - $179K
|
5.01K
$4.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
183+ 18.5% |
$141K - $176K
|
1.17K
$1.02M
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
182+ 4.2% |
$141K - $175K
|
4.51K
$3.94M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
182+ 4.0% |
$141K - $175K
|
4.73K
$4.14M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
181+ 6.1% |
$140K - $174K
|
3.15K
$2.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
181+ 2.75% |
$140K - $174K
|
6.76K
$5.91M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
180+ 7.06% |
$139K - $173K
|
2.73K
$2.39M
|
|
|
Oct 30, 2024
Q3 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
180+ 4.92% |
$139K - $173K
|
3.84K
$3.36M
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
180+ 2.08% |
$139K - $173K
|
8.83K
$7.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
180+ 13.27% |
$139K - $173K
|
1.54K
$1.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
179+ 9.21% |
$138K - $172K
|
2.12K
$1.85M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
178+ 30.43% |
$137K - $171K
|
763
$667K
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
178+ 3.18% |
$137K - $171K
|
5.77K
$5.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
177+ 4.89% |
$137K - $170K
|
3.8K
$3.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
177+ 26.22% |
$137K - $170K
|
852
$744K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
176+ 25.58% |
$136K - $169K
|
864
$755K
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
176+ 19.73% |
$136K - $169K
|
1.07K
$933K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
175+ 14.37% |
$135K - $168K
|
1.39K
$1.22M
|
|
|
Oct 09, 2024
Q3 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
172+ 1.17% |
$133K - $165K
|
14.9K
$13M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
172+ 13.97% |
$133K - $165K
|
1.4K
$1.23M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
170+ 63.2% |
$131K - $163K
|
439
$384K
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
170+ 5.61% |
$131K - $163K
|
3.2K
$2.8M
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
170+ 8.65% |
$131K - $163K
|
2.14K
$1.87M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
170+ 16.08% |
$131K - $163K
|
1.23K
$1.07M
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
169+ 3.63% |
$130K - $162K
|
4.83K
$4.22M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
169+ 5.9% |
$130K - $162K
|
3.03K
$2.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
167+ 1.97% |
$129K - $160K
|
8.63K
$7.54M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
166+ 3.55% |
$128K - $159K
|
4.84K
$4.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
166+ 13.31% |
$128K - $159K
|
1.41K
$1.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
165+ 7.78% |
$127K - $158K
|
2.29K
$2M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
165+ 7.98% |
$127K - $158K
|
2.23K
$1.95M
|
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
165+ 5.76% |
$127K - $158K
|
3.03K
$2.65M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
163+ 3.66% |
$126K - $156K
|
4.62K
$4.03M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
163+ 3.86% |
$126K - $156K
|
4.39K
$3.83M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
163+ 2.44% |
$126K - $156K
|
6.85K
$5.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
163+ 14.35% |
$126K - $156K
|
1.3K
$1.13M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
162+ 1.4% |
$125K - $156K
|
11.7K
$10.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
162+ 25.39% |
$125K - $156K
|
800
$699K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
161+ 12.93% |
$124K - $155K
|
1.41K
$1.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
161+ 6.52% |
$124K - $155K
|
2.63K
$2.3M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
161+ 2.46% |
$124K - $155K
|
6.7K
$5.85M
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
161+ 23.07% |
$124K - $155K
|
859
$750K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
160+ 2.16% |
$124K - $154K
|
7.56K
$6.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
158+ 5.96% |
$122K - $152K
|
2.81K
$2.45M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
157+ 38.77% |
$121K - $151K
|
562
$491K
|