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 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.3% |
$772 - $960
|
334
$291K
|
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$772 - $960
|
254
$221K
|
|
|
Oct 21, 2024
Q3 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
1+ 0.14% |
$772 - $960
|
694
$605K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
1+ 0.13% |
$772 - $960
|
756
$659K
|
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
1+ 0.08% |
$772 - $960
|
1.29K
$1.13M
|
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
1+ 0.18% |
$772 - $960
|
547
$477K
|
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
1+ 0.15% |
$772 - $960
|
648
$565K
|
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1+ 0.05% |
$772 - $960
|
2.03K
$1.77M
|
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1+ 0.17% |
$772 - $960
|
590
$514K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1+ 0.16% |
$772 - $960
|
634
$553K
|
|
|
Oct 28, 2024
Q3 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
1+ 0.18% |
$772 - $960
|
567
$494K
|
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1+ 0.43% |
$772 - $960
|
236
$206K
|
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$772 - $960
|
1.1K
$961K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$772 - $960
|
1.65K
$1.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.43% |
$772 - $960
|
232
$202K
|
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$772 - $960
|
1.67K
$1.46M
|
|
|
Nov 08, 2024
Q3 2024
|
Tag Stone Capital, Inc.
|
BUY
|
- |
1+ 0.19% |
$772 - $960
|
519
$452K
|
|
|
Nov 12, 2024
Q3 2024
|
Fusion Capital, LLC
|
BUY
|
- |
1+ 0.07% |
$772 - $960
|
1.41K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
1+ 0.41% |
$772 - $960
|
246
$214K
|
|
|
Nov 12, 2024
Q3 2024
|
Somerset Group LLC
Wayzata, MN |
BUY
|
- |
1+ 0.06% |
$772 - $960
|
1.75K
$1.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Re Dickinson Investment Advisors, LLC
Council Bluffs, IA |
BUY
|
- |
1+ 0.34% |
$772 - $960
|
296
$258K
|
|
|
Nov 14, 2024
Q3 2024
|
Infrastructure Capital Advisors, LLC
New York, NY |
BUY
|
- |
1New |
$772 - $960
|
1
$872
|
|
|
Nov 14, 2024
Q3 2024
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
BUY
|
- |
1+ 0.4% |
$772 - $960
|
252
$220K
|
|
|
Nov 14, 2024
Q3 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
1+ 0.0% |
$772 - $960
|
24.6K
$21.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1+ 0.08% |
$772 - $960
|
1.33K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
1+ 0.08% |
$772 - $960
|
1.2K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
Options Solutions, LLC
Chevy Chase, MD |
BUY
|
- |
1+ 0.04% |
$772 - $960
|
2.63K
$2.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1+ 0.63% |
$772 - $960
|
161
$140K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Long View Wealth Management
Atlanta, GA |
SELL
|
- |
-1- 0.23% |
$772 - $960
|
434
$378K
|
|
|
Oct 15, 2024
Q3 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-1- 0.31% |
$772 - $960
|
318
$277K
|
|
|
Oct 16, 2024
Q3 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-1- 0.02% |
$772 - $960
|
4.91K
$4.28M
|
|
|
Oct 17, 2024
Q3 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1- 0.06% |
$772 - $960
|
1.71K
$1.49M
|
|
|
Oct 18, 2024
Q3 2024
|
Kfa Private Wealth Group, LLC
|
SELL
|
- |
-1- 0.29% |
$772 - $960
|
344
$300K
|
|
|
Oct 21, 2024
Q3 2024
|
Horst & Graben Wealth Management LLC
|
SELL
|
- |
-1- 0.23% |
$772 - $960
|
427
$372K
|
|
|
Oct 23, 2024
Q3 2024
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
SELL
|
- |
-1- 0.05% |
$772 - $960
|
1.85K
$1.61M
|
|
|
Oct 24, 2024
Q3 2024
|
Montz Harcus Wealth Management LLC
|
SELL
|
- |
-1- 0.4% |
$772 - $960
|
249
$217K
|
|
|
Oct 25, 2024
Q3 2024
|
Aletheian Wealth Advisors LLC
|
SELL
|
- |
-1- 0.11% |
$772 - $960
|
917
$799K
|
|
|
Oct 25, 2024
Q3 2024
|
West End Advisors, LLC
|
SELL
|
- |
-1- 10.0% |
$772 - $960
|
9
$7.85K
|
|
|
Oct 28, 2024
Q3 2024
|
Golden Road Advisors LLC
Tampa, FL |
SELL
|
- |
-1- 0.28% |
$772 - $960
|
351
$306K
|
|
|
Oct 28, 2024
Q3 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
SELL
|
- |
-1- 0.37% |
$772 - $960
|
270
$235K
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
SELL
|
- |
-1- 0.38% |
$772 - $960
|
265
$231K
|
|
|
Nov 12, 2024
Q3 2024
|
Quaker Wealth Management, LLC
|
SELL
|
- |
-1- 0.26% |
$772 - $960
|
388
$338K
|
|
|
Nov 13, 2024
Q3 2024
|
Diversified, LLC
|
SELL
|
- |
-1- 0.03% |
$772 - $960
|
3.95K
$3.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-1- 0.01% |
$772 - $960
|
13.5K
$11.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Jackson Thornton Asset Management, LLC
|
SELL
|
- |
-1- 0.18% |
$772 - $960
|
566
$493K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
SELL
|
- |
-1- 50.0% |
$772 - $960
|
1
$872
|
|
|
Nov 14, 2024
Q3 2024
|
Public Employees Retirement Association Of Colorado
Denver, CO |
SELL
|
- |
-1- -0.0% |
$772 - $960
|
112K
$97.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Mid West One Financial Group, Inc.
Iowa City, IA |
SELL
|
- |
-1- 0.02% |
$772 - $960
|
6.35K
$5.53M
|
|
|
Oct 07, 2024
Q3 2024
|
Eagle Rock Investment Company, LLC
Atlanta, GA |
SELL
|
- |
-2- 0.05% |
$1.54K - $1.92K
|
3.66K
$3.19M
|