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 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
156+ 2.71% |
$120K - $150K
|
5.91K
$5.17M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
156+ 13.82% |
$120K - $150K
|
1.29K
$1.12M
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
155+ 3.81% |
$120K - $149K
|
4.23K
$3.69M
|
|
|
Oct 31, 2024
Q3 2024
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
155+ 0.28% |
$120K - $149K
|
56K
$48.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
155+ 15.58% |
$120K - $149K
|
1.15K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
155+ 17.07% |
$120K - $149K
|
1.06K
$929K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
155+ 0.87% |
$120K - $149K
|
18K
$15.7M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
153+ 3.49% |
$118K - $147K
|
4.54K
$3.96M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
153+ 60.71% |
$118K - $147K
|
405
$354K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
152+ 10.15% |
$117K - $146K
|
1.65K
$1.44M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
151+ 7.32% |
$117K - $145K
|
2.22K
$1.94M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
151+ 7.34% |
$117K - $145K
|
2.21K
$1.93M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
150+ 17.58% |
$116K - $144K
|
1K
$876K
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
150+ 17.65% |
$116K - $144K
|
1K
$874K
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
150+ 27.47% |
$116K - $144K
|
696
$608K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
150+ 36.14% |
$116K - $144K
|
565
$494K
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
147+ 3.36% |
$114K - $141K
|
4.53K
$3.96M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
147+ 22.58% |
$114K - $141K
|
798
$697K
|
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
143+ 35.14% |
$110K - $137K
|
550
$481K
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
142+ 7.89% |
$110K - $136K
|
1.94K
$1.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
142+ 10.13% |
$110K - $136K
|
1.54K
$1.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
141+ 22.17% |
$109K - $135K
|
777
$679K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
140+ 22.44% |
$108K - $134K
|
764
$667K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
140+ 0.39% |
$108K - $134K
|
35.7K
$31.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
140+ 2.46% |
$108K - $134K
|
5.83K
$5.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
139+ 4.22% |
$107K - $133K
|
3.43K
$3M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
138+ 0.28% |
$107K - $132K
|
50.2K
$43.8M
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
138+ 11.32% |
$107K - $132K
|
1.36K
$1.19M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
138+ 17.31% |
$107K - $132K
|
935
$817K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
138+ 2.05% |
$107K - $132K
|
6.87K
$6.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
137+ 13.54% |
$106K - $132K
|
1.15K
$1M
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
137+ 13.89% |
$106K - $132K
|
1.12K
$981K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
137+ 1.26% |
$106K - $132K
|
11K
$9.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
136+ 18.97% |
$105K - $131K
|
853
$745K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
135+ 1.89% |
$104K - $130K
|
7.27K
$6.35M
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
135+ 2.38% |
$104K - $130K
|
5.81K
$5.08M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
134+ 4.32% |
$103K - $129K
|
3.24K
$2.83M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
133+ 10.67% |
$103K - $128K
|
1.38K
$1.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
133+ 13.25% |
$103K - $128K
|
1.14K
$993K
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
133+ 31.89% |
$103K - $128K
|
550
$481K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
132+ 13.82% |
$102K - $127K
|
1.09K
$950K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
131+ 7.96% |
$101K - $126K
|
1.78K
$1.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
131+ 47.64% |
$101K - $126K
|
406
$355K
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
131+ 0.6% |
$101K - $126K
|
21.9K
$19.2M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
130+ 18.81% |
$100K - $125K
|
821
$717K
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
130+ 40.0% |
$100K - $125K
|
455
$398K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
128+ 5.28% |
$98.8K - $123K
|
2.55K
$2.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
128+ 8.64% |
$98.8K - $123K
|
1.61K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
128+ 2.26% |
$98.8K - $123K
|
5.8K
$5.06M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
127+ 13.93% |
$98.1K - $122K
|
1.04K
$908K
|