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 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
108+ 5.54% |
$83.4K - $104K
|
2.06K
$1.8M
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
108+ 5.78% |
$83.4K - $104K
|
1.98K
$1.73M
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
107+ 19.78% |
$82.6K - $103K
|
648
$566K
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
107+ 1.74% |
$82.6K - $103K
|
6.24K
$5.45M
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
106+ 40.15% |
$81.8K - $102K
|
370
$323K
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
106+ 20.58% |
$81.8K - $102K
|
621
$542K
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
105+ 30.97% |
$81.1K - $101K
|
444
$388K
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
105+ 4.49% |
$81.1K - $101K
|
2.45K
$2.13M
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
105+ 1.11% |
$81.1K - $101K
|
9.56K
$8.34M
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
105New |
$81.1K - $101K
|
105
$91.7K
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
105+ 5.55% |
$81.1K - $101K
|
2K
$1.74M
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
104+ 3.59% |
$80.3K - $99.8K
|
3K
$2.62M
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
103+ 0.39% |
$79.5K - $98.9K
|
26.5K
$23.1M
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
103+ 20.93% |
$79.5K - $98.9K
|
595
$520K
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
102+ 32.9% |
$78.8K - $97.9K
|
412
$360K
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
101+ 40.56% |
$78K - $97K
|
350
$306K
|
|
Nov 13, 2024
Q3 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
101+ 0.49% |
$78K - $97K
|
20.6K
$18M
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
101+ 15.81% |
$78K - $97K
|
740
$646K
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
100+ 20.0% |
$77.2K - $96K
|
600
$524K
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
100+ 1.42% |
$77.2K - $96K
|
7.13K
$6.22M
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
100+ 5.68% |
$77.2K - $96K
|
1.86K
$1.62M
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
100+ 2.21% |
$77.2K - $96K
|
4.62K
$4.03M
|
|
Nov 13, 2024
Q3 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
100+ 0.27% |
$77.2K - $96K
|
36.7K
$32M
|
|
Nov 14, 2024
Q3 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
100+ 9.71% |
$77.2K - $96K
|
1.13K
$987K
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
99+ 12.12% |
$76.4K - $95K
|
916
$800K
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
99+ 8.19% |
$76.4K - $95K
|
1.31K
$1.14M
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
99+ 3.57% |
$76.4K - $95K
|
2.87K
$2.51M
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
98+ 2.43% |
$75.7K - $94.1K
|
4.13K
$3.61M
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
98+ 36.16% |
$75.7K - $94.1K
|
369
$322K
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
98+ 0.51% |
$75.7K - $94.1K
|
19.5K
$17M
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
98+ 14.0% |
$75.7K - $94.1K
|
798
$697K
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
97+ 6.49% |
$74.9K - $93.1K
|
1.59K
$1.39M
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
97+ 0.99% |
$74.9K - $93.1K
|
9.93K
$8.67M
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
96+ 21.82% |
$74.1K - $92.2K
|
536
$468K
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
95+ 9.68% |
$73.4K - $91.2K
|
1.08K
$939K
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
95+ 2.07% |
$73.4K - $91.2K
|
4.68K
$4.09M
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
94+ 0.7% |
$72.6K - $90.2K
|
13.5K
$11.8M
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
94+ 12.89% |
$72.6K - $90.2K
|
823
$719K
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
93+ 6.59% |
$71.8K - $89.3K
|
1.51K
$1.31M
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
93+ 2.94% |
$71.8K - $89.3K
|
3.25K
$2.84M
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
BUY
|
- |
93+ 29.62% |
$71.8K - $89.3K
|
407
$355K
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
92+ 12.37% |
$71K - $88.3K
|
836
$730K
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
BUY
|
- |
92+ 28.93% |
$71K - $88.3K
|
410
$358K
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
92+ 16.49% |
$71K - $88.3K
|
650
$568K
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
91+ 33.09% |
$70.3K - $87.4K
|
366
$320K
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
91+ 4.88% |
$70.3K - $87.4K
|
1.96K
$1.71M
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
91+ 8.71% |
$70.3K - $87.4K
|
1.14K
$992K
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
91+ 2.71% |
$70.3K - $87.4K
|
3.45K
$3.01M
|
|
Nov 14, 2024
Q3 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
90+ 2.32% |
$69.5K - $86.4K
|
3.97K
$3.47M
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
89+ 13.82% |
$68.7K - $85.4K
|
733
$640K
|