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
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-39- 4.62% |
$30.1K - $37.4K
|
805
$699K
|
|
|
Nov 12, 2024
Q3 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-39- 0.29% |
$30.1K - $37.4K
|
13.4K
$11.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Gould Asset Management LLC
Claremont, CA |
SELL
|
- |
-39- 5.88% |
$30.1K - $37.4K
|
624
$542K
|
|
|
Nov 14, 2024
Q3 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-39- 0.43% |
$30.1K - $37.4K
|
9.04K
$7.85M
|
|
|
Oct 18, 2024
Q3 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
SELL
|
- |
-40- 2.44% |
$30.9K - $38.4K
|
1.6K
$1.39M
|
|
|
Oct 23, 2024
Q3 2024
|
Bay Bridge Capital Group, LLC
Pleasanton, CA |
SELL
|
- |
-40- 5.54% |
$30.9K - $38.4K
|
682
$593K
|
|
|
Nov 04, 2024
Q3 2024
|
Ridgecrest Wealth Partners, LLC
|
SELL
|
- |
-40- 4.67% |
$30.9K - $38.4K
|
816
$709K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-40- 5.79% |
$30.9K - $38.4K
|
651
$566K
|
|
|
Nov 07, 2024
Q3 2024
|
S&Co Inc
Boston, MA |
SELL
|
- |
-40- 0.65% |
$30.9K - $38.4K
|
6.11K
$5.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
SELL
|
- |
-40- 5.77% |
$30.9K - $38.4K
|
653
$567K
|
|
|
Nov 13, 2024
Q3 2024
|
Stone House Investment Management, LLC
|
SELL
|
- |
-40- 19.9% |
$30.9K - $38.4K
|
161
$140K
|
|
|
Nov 14, 2024
Q3 2024
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-40- 2.76% |
$30.9K - $38.4K
|
1.41K
$1.22M
|
|
|
Nov 15, 2024
Q3 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-40- 9.37% |
$30.9K - $38.4K
|
387
$336K
|
|
|
Oct 01, 2024
Q3 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-41- 6.54% |
$31.7K - $39.4K
|
586
$509K
|
|
|
Oct 04, 2024
Q3 2024
|
Jvl Associates LLC
|
SELL
|
- |
-41- 7.02% |
$31.7K - $39.4K
|
543
$472K
|
|
|
Oct 08, 2024
Q3 2024
|
Hexagon Capital Partners LLC
|
SELL
|
- |
-41- 5.51% |
$31.7K - $39.4K
|
703
$611K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-41- 0.84% |
$31.7K - $39.4K
|
4.83K
$4.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-41- 0.49% |
$31.7K - $39.4K
|
8.29K
$7.2M
|
|
|
Oct 08, 2024
Q3 2024
|
True North Advisors, LLC
|
SELL
|
- |
-42- 1.29% |
$32.4K - $40.3K
|
3.23K
$2.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Hilltop National Bank
Casper, WY |
SELL
|
- |
-42- 0.77% |
$32.4K - $40.3K
|
5.45K
$4.73M
|
|
|
Nov 14, 2024
Q3 2024
|
Auxier Asset Management
Aurora, OR |
SELL
|
- |
-42- 6.28% |
$32.4K - $40.3K
|
627
$545K
|
|
|
Oct 07, 2024
Q3 2024
|
Heartwood Wealth Advisors LLC
|
SELL
|
- |
-43- 14.98% |
$33.2K - $41.3K
|
244
$212K
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-45- 4.28% |
$34.7K - $43.2K
|
1.01K
$874K
|
|
|
Oct 24, 2024
Q3 2024
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-45- 8.7% |
$34.7K - $43.2K
|
472
$410K
|
|
|
Oct 28, 2024
Q3 2024
|
Roanoke Asset Management Corp
Jersey City, NJ |
SELL
|
- |
-45- 0.37% |
$34.7K - $43.2K
|
12.2K
$10.6M
|
|
|
Oct 15, 2024
Q3 2024
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-46- 8.61% |
$35.5K - $44.2K
|
488
$424K
|
|
|
Oct 16, 2024
Q3 2024
|
Bos Asset Management, LLC
Springfield, IL |
SELL
|
- |
-46- 0.67% |
$35.5K - $44.2K
|
6.79K
$5.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
SELL
|
- |
-46- 19.83% |
$35.5K - $44.2K
|
186
$162K
|
|
|
Oct 21, 2024
Q3 2024
|
Xcel Wealth Management, LLC
|
SELL
|
- |
-46- 8.29% |
$35.5K - $44.2K
|
509
$442K
|
|
|
Nov 14, 2024
Q3 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-46- 0.05% |
$35.5K - $44.2K
|
85.9K
$74.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Westwood Holdings Group Inc
Dallas, TX |
SELL
|
- |
-46- 1.18% |
$35.5K - $44.2K
|
3.87K
$3.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Hendershot Investments Inc.
|
SELL
|
- |
-46- 1.75% |
$35.5K - $44.2K
|
2.59K
$2.25M
|
|
|
Oct 07, 2024
Q3 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-47- 5.2% |
$36.3K - $45.1K
|
857
$745K
|
|
|
Oct 25, 2024
Q3 2024
|
Echo45 Advisors LLC
|
SELL
|
- |
-48- 8.44% |
$37.1K - $46.1K
|
521
$453K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-48- 2.04% |
$37.1K - $46.1K
|
2.31K
$2.01M
|
|
|
Nov 05, 2024
Q3 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-48- 6.02% |
$37.1K - $46.1K
|
750
$652K
|
|
|
Nov 13, 2024
Q3 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-48- 4.99% |
$37.1K - $46.1K
|
913
$793K
|
|
|
Nov 14, 2024
Q3 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-48- 5.92% |
$37.1K - $46.1K
|
763
$663K
|
|
|
Nov 14, 2024
Q3 2024
|
Archetype Wealth Partners
Houston, TX |
SELL
|
- |
-48- 17.39% |
$37.1K - $46.1K
|
228
$198K
|
|
|
Nov 15, 2024
Q3 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-48- 2.34% |
$37.1K - $46.1K
|
2.01K
$1.74M
|
|
|
Nov 20, 2024
Q3 2024
|
Advisory Resource Group
|
SELL
|
- |
-48- 2.77% |
$37.1K - $46.1K
|
1.68K
$1.46M
|
|
|
Oct 15, 2024
Q3 2024
|
Instrumental Wealth, LLC
Tampa, FL |
SELL
|
- |
-49- 14.58% |
$37.8K - $47K
|
287
$249K
|
|
|
Oct 21, 2024
Q3 2024
|
Wt Wealth Management
|
SELL
|
- |
-49- 5.77% |
$37.8K - $47K
|
800
$695K
|
|
|
Oct 22, 2024
Q3 2024
|
Financial Insights, Inc.
|
SELL
|
- |
-49- 16.39% |
$37.8K - $47K
|
250
$217K
|
|
|
Nov 08, 2024
Q3 2024
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-49- 1.78% |
$37.8K - $47K
|
2.7K
$2.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Columbia Asset Management
Ann Arbor, MI |
SELL
|
- |
-49- 0.51% |
$37.8K - $47K
|
9.49K
$8.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-49- 0.39% |
$37.8K - $47K
|
12.6K
$11M
|
|
|
Nov 15, 2024
Q3 2024
|
Peloton Wealth Strategists
Indianapolis, IN |
SELL
|
- |
-49- 3.59% |
$37.8K - $47K
|
1.32K
$1.14M
|
|
|
Oct 09, 2024
Q3 2024
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-50- 2.5% |
$38.6K - $48K
|
1.95K
$1.69M
|
|
|
Oct 11, 2024
Q3 2024
|
Rise Advisors, LLC
|
SELL
|
- |
-50- 7.11% |
$38.6K - $48K
|
653
$567K
|