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
|
Cottage Street Advisors LLC
|
BUY
|
- |
5+ 1.04% |
$3.86K - $4.8K
|
486
$408K
|
|
Nov 12, 2024
Q3 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
5+ 2.11% |
$3.86K - $4.8K
|
242
$203K
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
5+ 1.15% |
$3.86K - $4.8K
|
439
$369K
|
|
Jan 28, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
5+ 1.15% |
$3.86K - $4.8K
|
439
$369K
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
4+ 0.27% |
$3.09K - $3.84K
|
1.5K
$1.26M
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
4+ 0.06% |
$3.09K - $3.84K
|
6.38K
$5.36M
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
4+ 0.63% |
$3.09K - $3.84K
|
636
$534K
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4+ 0.12% |
$3.09K - $3.84K
|
3.34K
$2.81M
|
|
Oct 28, 2024
Q3 2024
|
Chapman Investment Management, LLC
|
BUY
|
- |
4+ 0.14% |
$3.09K - $3.84K
|
2.81K
$2.36M
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
4+ 0.65% |
$3.09K - $3.84K
|
618
$519K
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
4+ 0.62% |
$3.09K - $3.84K
|
653
$548K
|
|
Nov 08, 2024
Q3 2024
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
4+ 0.16% |
$3.09K - $3.84K
|
2.45K
$2.06M
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
4+ 0.14% |
$3.09K - $3.84K
|
2.81K
$2.36M
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
4+ 1.19% |
$3.09K - $3.84K
|
339
$285K
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
3+ 0.96% |
$2.32K - $2.88K
|
316
$265K
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
3+ 0.1% |
$2.32K - $2.88K
|
2.93K
$2.46M
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
3+ 0.59% |
$2.32K - $2.88K
|
512
$430K
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3+ 0.1% |
$2.32K - $2.88K
|
2.9K
$2.44M
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.11% |
$2.32K - $2.88K
|
2.8K
$2.35M
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
3+ 0.54% |
$2.32K - $2.88K
|
563
$473K
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
3+ 0.23% |
$2.32K - $2.88K
|
1.29K
$1.08M
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
3+ 0.74% |
$2.32K - $2.88K
|
407
$342K
|
|
Oct 30, 2024
Q3 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
3+ 0.17% |
$2.32K - $2.88K
|
1.78K
$1.49M
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
3+ 0.66% |
$2.32K - $2.88K
|
459
$386K
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
3+ 0.19% |
$2.32K - $2.88K
|
1.61K
$1.36M
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
3+ 0.45% |
$2.32K - $2.88K
|
672
$564K
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
3+ 0.15% |
$2.32K - $2.88K
|
2.01K
$1.69M
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
3+ 0.55% |
$2.32K - $2.88K
|
553
$464K
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
3+ 0.79% |
$2.32K - $2.88K
|
382
$321K
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
3+ 2.86% |
$2.32K - $2.88K
|
108
$90.7K
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
3+ 0.34% |
$2.32K - $2.88K
|
879
$738K
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
2+ 1.47% |
$1.54K - $1.92K
|
138
$116K
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
2+ 0.14% |
$1.54K - $1.92K
|
1.42K
$1.19M
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2+ 0.61% |
$1.54K - $1.92K
|
332
$279K
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 0.13% |
$1.54K - $1.92K
|
1.6K
$1.34M
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2+ 0.19% |
$1.54K - $1.92K
|
1.03K
$867K
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.07% |
$1.54K - $1.92K
|
2.85K
$2.39M
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
2+ 0.24% |
$1.54K - $1.92K
|
827
$695K
|
|
Oct 29, 2024
Q3 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.35% |
$1.54K - $1.92K
|
581
$488K
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$1.54K - $1.92K
|
4.12K
$3.46M
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
2+ 0.6% |
$1.54K - $1.92K
|
333
$280K
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2+ 0.75% |
$1.54K - $1.92K
|
270
$227K
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.62% |
$1.54K - $1.92K
|
324
$272K
|
|
Nov 13, 2024
Q3 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
2+ 0.22% |
$1.54K - $1.92K
|
902
$758K
|
|
Nov 14, 2024
Q3 2024
|
Cheviot Value Management, LLC
|
BUY
|
- |
2+ 0.35% |
$1.54K - $1.92K
|
581
$488K
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
2+ 0.06% |
$1.54K - $1.92K
|
3.43K
$2.88M
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.19% |
$772 - $960
|
517
$434K
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
1+ 0.03% |
$772 - $960
|
3.47K
$2.91M
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
1+ 0.09% |
$772 - $960
|
1.12K
$942K
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1+ 0.06% |
$772 - $960
|
1.66K
$1.39M
|