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 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
127New |
$98.1K - $122K
|
127
$111K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
127+ 1.14% |
$98.1K - $122K
|
11.3K
$9.83M
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
126+ 6.56% |
$97.3K - $121K
|
2.05K
$1.79M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
125+ 2.12% |
$96.5K - $120K
|
6.03K
$5.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
125+ 260.42% |
$96.5K - $120K
|
173
$151K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
125+ 3.63% |
$96.5K - $120K
|
3.56K
$3.11M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
124+ 6.45% |
$95.7K - $119K
|
2.05K
$1.79M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
124+ 2.06% |
$95.7K - $119K
|
6.13K
$5.35M
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
123+ 18.11% |
$95K - $118K
|
802
$700K
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
123+ 1.37% |
$95K - $118K
|
9.08K
$7.93M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
123+ 45.05% |
$95K - $118K
|
396
$346K
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
123+ 0.26% |
$95K - $118K
|
46.7K
$40.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
123+ 42.71% |
$95K - $118K
|
411
$359K
|
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
122+ 5.89% |
$94.2K - $117K
|
2.19K
$1.91M
|
|
|
Oct 09, 2024
Q3 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
122+ 14.58% |
$94.2K - $117K
|
959
$837K
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
BUY
|
- |
122+ 1.52% |
$94.2K - $117K
|
8.15K
$7.12M
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
122+ 50.62% |
$94.2K - $117K
|
363
$317K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
122+ 1.23% |
$94.2K - $117K
|
10K
$8.75M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
122+ 0.36% |
$94.2K - $117K
|
34K
$29.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
121+ 12.06% |
$93.4K - $116K
|
1.12K
$981K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
121+ 1.77% |
$93.4K - $116K
|
6.95K
$6.07M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
121+ 1.46% |
$93.4K - $116K
|
8.41K
$7.34M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
121+ 10.66% |
$93.4K - $116K
|
1.26K
$1.1M
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
119+ 36.5% |
$91.9K - $114K
|
445
$389K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
119+ 7.6% |
$91.9K - $114K
|
1.68K
$1.47M
|
|
|
Nov 07, 2024
Q3 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
118+ 12.83% |
$91.1K - $113K
|
1.04K
$906K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
117+ 2.34% |
$90.3K - $112K
|
5.12K
$4.47M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
117+ 32.32% |
$90.3K - $112K
|
479
$418K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
117+ 9.55% |
$90.3K - $112K
|
1.34K
$1.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
117+ 20.45% |
$90.3K - $112K
|
689
$602K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
116+ 9.47% |
$89.6K - $111K
|
1.34K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
116+ 5.21% |
$89.6K - $111K
|
2.34K
$2.05M
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
115+ 5.65% |
$88.8K - $110K
|
2.15K
$1.88M
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
115+ 11.2% |
$88.8K - $110K
|
1.14K
$997K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
115+ 11.55% |
$88.8K - $110K
|
1.11K
$970K
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
115+ 4.62% |
$88.8K - $110K
|
2.6K
$2.27M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
113+ 28.61% |
$87.3K - $108K
|
508
$444K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
113+ 2.53% |
$87.3K - $108K
|
4.58K
$4M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
113+ 13.97% |
$87.3K - $108K
|
922
$805K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
113+ 8.05% |
$87.3K - $108K
|
1.52K
$1.32M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
113+ 2.07% |
$87.3K - $108K
|
5.57K
$4.86M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
111+ 2.1% |
$85.7K - $107K
|
5.39K
$4.71M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
111+ 0.7% |
$85.7K - $107K
|
16K
$14M
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
110+ 2.84% |
$84.9K - $106K
|
3.98K
$3.48M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
109+ 1.97% |
$84.2K - $105K
|
5.64K
$4.92M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
109+ 3.48% |
$84.2K - $105K
|
3.24K
$2.83M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
109+ 8.08% |
$84.2K - $105K
|
1.46K
$1.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
109+ 0.62% |
$84.2K - $105K
|
17.8K
$15.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
109+ 12.84% |
$84.2K - $105K
|
958
$836K
|
|
|
Nov 13, 2024
Q3 2024
|
Brandywine Managers, LLC
Hockessin, DE |
BUY
|
- |
109+ 18.54% |
$84.2K - $105K
|
697
$609K
|