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 31, 2024
Q3 2024
|
Rwc Asset Management LLP
London, X0 |
BUY
|
- |
72+ 19.89% |
$55.6K - $69.1K
|
434
$379K
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
72+ 20.4% |
$55.6K - $69.1K
|
425
$371K
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
71+ 13.45% |
$54.8K - $68.2K
|
599
$523K
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
71+ 3.09% |
$54.8K - $68.2K
|
2.37K
$2.07M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
71+ 0.67% |
$54.8K - $68.2K
|
10.6K
$9.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
71+ 7.17% |
$54.8K - $68.2K
|
1.06K
$926K
|
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
71+ 22.68% |
$54.8K - $68.2K
|
384
$335K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
70+ 2.7% |
$54K - $67.2K
|
2.66K
$2.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
70+ 0.98% |
$54K - $67.2K
|
7.22K
$6.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
69+ 6.66% |
$53.3K - $66.2K
|
1.11K
$965K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
69+ 1.25% |
$53.3K - $66.2K
|
5.57K
$4.86M
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
68+ 2.57% |
$52.5K - $65.3K
|
2.71K
$2.37M
|
|
|
Oct 23, 2024
Q3 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
68+ 23.45% |
$52.5K - $65.3K
|
358
$313K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
68+ 3.03% |
$52.5K - $65.3K
|
2.31K
$2.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
68+ 2.31% |
$52.5K - $65.3K
|
3.02K
$2.63M
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
68+ 2.62% |
$52.5K - $65.3K
|
2.66K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
68+ 4.21% |
$52.5K - $65.3K
|
1.68K
$1.47M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
67+ 3.65% |
$51.7K - $64.3K
|
1.9K
$1.66M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
66+ 8.3% |
$51K - $63.4K
|
861
$752K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
66+ 132.0% |
$51K - $63.4K
|
116
$101K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
66+ 2.54% |
$51K - $63.4K
|
2.66K
$2.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
66+ 24.09% |
$51K - $63.4K
|
340
$297K
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
65+ 11.82% |
$50.2K - $62.4K
|
615
$537K
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
65New |
$50.2K - $62.4K
|
65
$56.8K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
65New |
$50.2K - $62.4K
|
65
$56.8K
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
65+ 1.25% |
$50.2K - $62.4K
|
5.26K
$4.59M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
64+ 9.0% |
$49.4K - $61.4K
|
775
$677K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
63+ 9.71% |
$48.6K - $60.5K
|
712
$622K
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
63+ 2.46% |
$48.6K - $60.5K
|
2.63K
$2.29M
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
63+ 2.52% |
$48.6K - $60.5K
|
2.57K
$2.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
63+ 5.33% |
$48.6K - $60.5K
|
1.25K
$1.09M
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
63+ 4.34% |
$48.6K - $60.5K
|
1.51K
$1.32M
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
62+ 1.54% |
$47.9K - $59.5K
|
4.08K
$3.56M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
62+ 14.76% |
$47.9K - $59.5K
|
482
$421K
|
|
|
Nov 12, 2024
Q3 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
62+ 11.09% |
$47.9K - $59.5K
|
621
$542K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
61+ 5.18% |
$47.1K - $58.6K
|
1.24K
$1.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
61+ 1.67% |
$47.1K - $58.6K
|
3.71K
$3.24M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
61+ 5.01% |
$47.1K - $58.6K
|
1.28K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
61+ 0.76% |
$47.1K - $58.6K
|
8.08K
$7.05M
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
60+ 24.49% |
$46.3K - $57.6K
|
305
$266K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
60+ 3.17% |
$46.3K - $57.6K
|
1.96K
$1.71M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
60+ 2.35% |
$46.3K - $57.6K
|
2.61K
$2.28M
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
60+ 20.07% |
$46.3K - $57.6K
|
359
$313K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
60+ 2.71% |
$46.3K - $57.6K
|
2.27K
$1.98M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
60+ 24.9% |
$46.3K - $57.6K
|
301
$263K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
60+ 3.28% |
$46.3K - $57.6K
|
1.89K
$1.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
60+ 0.75% |
$46.3K - $57.6K
|
8.04K
$7.02M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
60+ 3.97% |
$46.3K - $57.6K
|
1.57K
$1.37M
|
|
|
Oct 08, 2024
Q3 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
59+ 4.44% |
$45.6K - $56.6K
|
1.39K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
59+ 8.26% |
$45.6K - $56.6K
|
773
$675K
|