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 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-14- 1.11% |
$10.8K - $13.4K
|
1.24K
$1.08M
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-14- 0.75% |
$10.8K - $13.4K
|
1.85K
$1.6M
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-14- 0.8% |
$10.8K - $13.4K
|
1.74K
$1.51M
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-14- 1.4% |
$10.8K - $13.4K
|
987
$858K
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-14- 3.26% |
$10.8K - $13.4K
|
416
$361K
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-15- 5.66% |
$11.6K - $14.4K
|
250
$217K
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-15- 4.11% |
$11.6K - $14.4K
|
350
$304K
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-15- 0.77% |
$11.6K - $14.4K
|
1.93K
$1.67M
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-15- 0.58% |
$11.6K - $14.4K
|
2.58K
$2.24M
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-15- 5.56% |
$11.6K - $14.4K
|
255
$222K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-15- 0.06% |
$11.6K - $14.4K
|
25.8K
$22.4M
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-15- 1.08% |
$11.6K - $14.4K
|
1.37K
$1.19M
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-15- 0.7% |
$11.6K - $14.4K
|
2.12K
$1.84M
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-15- 0.01% |
$11.6K - $14.4K
|
298K
$259M
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-15- 3.99% |
$11.6K - $14.4K
|
361
$314K
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-15- 0.66% |
$11.6K - $14.4K
|
2.24K
$1.95M
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-15- 0.3% |
$11.6K - $14.4K
|
4.94K
$4.3M
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-15- 0.54% |
$11.6K - $14.4K
|
2.74K
$2.38M
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-15- 1.49% |
$11.6K - $14.4K
|
992
$862K
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-16- 0.13% |
$12.4K - $15.4K
|
12.3K
$10.7M
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-16- 1.3% |
$12.4K - $15.4K
|
1.22K
$1.06M
|
|
Nov 08, 2024
Q3 2024
|
Silver Lake Advisory, LLC
|
SELL
|
- |
-16- 0.97% |
$12.4K - $15.4K
|
1.64K
$1.42M
|
|
Nov 12, 2024
Q3 2024
|
Mason Investment Advisory Services, Inc.
Reston, VA |
SELL
|
- |
-16- 5.61% |
$12.4K - $15.4K
|
269
$234K
|
|
Nov 14, 2024
Q3 2024
|
Earnest Partners LLC
Atlanta, GA |
SELL
|
- |
-16- 3.53% |
$12.4K - $15.4K
|
437
$380K
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-16- 0.11% |
$12.4K - $15.4K
|
14K
$12.1M
|
|
Oct 04, 2024
Q3 2024
|
Allied Investment Advisors, LLC
|
SELL
|
- |
-17- 6.32% |
$13.1K - $16.3K
|
252
$219K
|
|
Oct 09, 2024
Q3 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-17- 4.36% |
$13.1K - $16.3K
|
373
$324K
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-17- 4.11% |
$13.1K - $16.3K
|
397
$345K
|
|
Oct 15, 2024
Q3 2024
|
Nexus Investment Management Ulc
|
SELL
|
- |
-17- 2.06% |
$13.1K - $16.3K
|
809
$703K
|
|
Oct 28, 2024
Q3 2024
|
Sitrin Capital Management LLC
|
SELL
|
- |
-17- 0.26% |
$13.1K - $16.3K
|
6.6K
$5.73M
|
|
Oct 28, 2024
Q3 2024
|
Hartford Financial Management Inc.
|
SELL
|
- |
-17- 0.11% |
$13.1K - $16.3K
|
14.9K
$12.9M
|
|
Nov 04, 2024
Q3 2024
|
Northwest Wealth Management, LLC
|
SELL
|
- |
-17- 1.56% |
$13.1K - $16.3K
|
1.07K
$931K
|
|
Nov 06, 2024
Q3 2024
|
River Street Advisors LLC
Aurora, IL |
SELL
|
- |
-17- 0.54% |
$13.1K - $16.3K
|
3.15K
$2.74M
|
|
Nov 13, 2024
Q3 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
SELL
|
- |
-17- 0.94% |
$13.1K - $16.3K
|
1.8K
$1.56M
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-17- 4.76% |
$13.1K - $16.3K
|
340
$295K
|
|
Oct 07, 2024
Q3 2024
|
Clean Yield Group
|
SELL
|
- |
-18- 0.49% |
$13.9K - $17.3K
|
3.62K
$3.14M
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-18- 1.01% |
$13.9K - $17.3K
|
1.76K
$1.53M
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-18- 0.31% |
$13.9K - $17.3K
|
5.71K
$4.96M
|
|
Nov 04, 2024
Q3 2024
|
F Dx Advisors, Inc.
|
SELL
|
- |
-18- 3.46% |
$13.9K - $17.3K
|
502
$436K
|
|
Nov 13, 2024
Q3 2024
|
Onefund, LLC
Saint Petersburg, FL |
SELL
|
- |
-18- 0.86% |
$13.9K - $17.3K
|
2.07K
$1.8M
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-19- 0.97% |
$14.7K - $18.2K
|
1.95K
$1.69M
|
|
Oct 16, 2024
Q3 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-19- 0.5% |
$14.7K - $18.2K
|
3.76K
$3.26M
|
|
Oct 24, 2024
Q3 2024
|
Cornerstone Wealth Advisors, Inc.
|
SELL
|
- |
-19- 5.4% |
$14.7K - $18.2K
|
333
$289K
|
|
Oct 24, 2024
Q3 2024
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-19- 0.39% |
$14.7K - $18.2K
|
4.87K
$4.23M
|
|
Oct 25, 2024
Q3 2024
|
American Financial Advisors, LLC
|
SELL
|
- |
-19- 0.14% |
$14.7K - $18.2K
|
13.4K
$11.6M
|
|
Nov 01, 2024
Q3 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
SELL
|
- |
-19- 7.09% |
$14.7K - $18.2K
|
249
$216K
|
|
Nov 04, 2024
Q3 2024
|
1900 Wealth Management LLC
|
SELL
|
- |
-19- 2.59% |
$14.7K - $18.2K
|
714
$620K
|
|
Nov 07, 2024
Q3 2024
|
Us Advisors Wealth Management, LLC
Eden Prairie, MN |
SELL
|
- |
-19- 4.59% |
$14.7K - $18.2K
|
395
$343K
|
|
Oct 08, 2024
Q3 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-20- 1.84% |
$15.4K - $19.2K
|
1.07K
$925K
|
|
Oct 10, 2024
Q3 2024
|
Level Financial Advisors, Inc.
|
SELL
|
- |
-20- 5.29% |
$15.4K - $19.2K
|
358
$311K
|