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 14, 2024
Q3 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.03K+ 7.1% |
$798K - $993K
|
15.6K
$11.7M
|
|
|
Oct 24, 2024
Q3 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
1.03K+ 13.08% |
$796K - $990K
|
8.91K
$6.68M
|
|
|
Oct 09, 2024
Q3 2024
|
Bwm Planning, LLC
The Woodlands, TX |
BUY
|
- |
1.03KNew |
$795K - $988K
|
1.03K
$772K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.03K+ 7.25% |
$793K - $986K
|
15.2K
$11.4M
|
|
|
Oct 16, 2024
Q3 2024
|
Leverty Financial Group, LLC
|
BUY
|
- |
1.03KNew |
$792K - $985K
|
1.03K
$769K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
1.02KNew |
$788K - $980K
|
1.02K
$766K
|
|
|
Nov 13, 2024
Q3 2024
|
Wms Partners, LLC
|
BUY
|
- |
1.01K+ 65.03% |
$777K - $966K
|
2.55K
$1.91M
|
|
|
Nov 06, 2024
Q3 2024
|
Zions Bancorporation, N.A.
|
BUY
|
- |
1K+ 12.06% |
$775K - $964K
|
9.33K
$7M
|
|
|
Nov 13, 2024
Q3 2024
|
Atika Capital Management LLC
New York, NY |
BUY
|
- |
1K+ 3.16% |
$772K - $960K
|
32.7K
$24.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Promethium Advisors,Llc
Bethesda, MD |
BUY
|
- |
1KNew |
$772K - $960K
|
1K
$750K
|
|
|
Nov 21, 2024
Q3 2024
|
Chelsea Counsel CO
|
BUY
|
- |
1K+ 232.56% |
$772K - $960K
|
1.43K
$1.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Advisor Resource Council
|
BUY
|
- |
998New |
$771K - $958K
|
998
$748K
|
|
|
Nov 13, 2024
Q3 2024
|
Blueshift Asset Management, LLC
Red Bank, NJ |
BUY
|
- |
994New |
$768K - $954K
|
994
$745K
|
|
|
Nov 14, 2024
Q3 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
994+ 7.71% |
$768K - $954K
|
13.9K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
975New |
$753K - $936K
|
975
$731K
|
|
|
Nov 12, 2024
Q3 2024
|
Westwood Wealth Management
|
BUY
|
- |
970+ 50.0% |
$749K - $931K
|
2.91K
$2.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Naviter Wealth, LLC
|
BUY
|
- |
969+ 21.41% |
$748K - $930K
|
5.49K
$4.12M
|
|
|
Nov 08, 2024
Q3 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
963+ 550.29% |
$744K - $924K
|
1.14K
$853K
|
|
|
Oct 29, 2024
Q3 2024
|
Private Wealth Partners, LLC
|
BUY
|
- |
955+ 21.41% |
$737K - $917K
|
5.42K
$4.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
BUY
|
- |
954New |
$737K - $916K
|
954
$715K
|
|
|
Oct 15, 2024
Q3 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
949New |
$733K - $911K
|
949
$712K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
936+ 7.04% |
$723K - $899K
|
14.2K
$10.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Engineers Gate Manager LP
New York, NY |
BUY
|
- |
922New |
$712K - $885K
|
922
$691K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
920+ 3.45% |
$710K - $883K
|
27.6K
$20.7M
|
|
|
Oct 17, 2024
Q3 2024
|
Net Worth Advisory Group
Sandy, UT |
BUY
|
- |
919New |
$710K - $882K
|
919
$689K
|
|
|
Nov 07, 2024
Q3 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
917+ 6.56% |
$708K - $880K
|
14.9K
$11.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
916+ 4.19% |
$707K - $879K
|
22.8K
$17.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
915+ 244.0% |
$707K - $878K
|
1.29K
$967K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
906+ 4.76% |
$700K - $870K
|
20K
$15M
|
|
|
Nov 13, 2024
Q3 2024
|
J. Stern & Co. LLP
London, X0 |
BUY
|
- |
902+ 47.23% |
$696K - $866K
|
2.81K
$2.11M
|
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
898+ 27.31% |
$693K - $862K
|
4.19K
$3.14M
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
895+ 1.11% |
$691K - $859K
|
81.3K
$61M
|
|
|
Nov 14, 2024
Q3 2024
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
878+ 11.37% |
$678K - $843K
|
8.6K
$6.45M
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
876+ 78.78% |
$676K - $841K
|
1.99K
$1.49M
|
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
872+ 39.91% |
$673K - $837K
|
3.06K
$2.29M
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
868+ 29.26% |
$670K - $833K
|
3.84K
$2.88M
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
865+ 6.14% |
$668K - $830K
|
15K
$11.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
862+ 1.54% |
$666K - $828K
|
57K
$42.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
860+ 47.3% |
$664K - $826K
|
2.68K
$2.01M
|
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
858+ 1.93% |
$662K - $824K
|
45.3K
$34M
|
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
853+ 14.8% |
$659K - $819K
|
6.62K
$4.96M
|
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
848+ 49.71% |
$655K - $814K
|
2.55K
$1.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
846+ 66.88% |
$653K - $812K
|
2.11K
$1.58M
|
|
|
Nov 01, 2024
Q3 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
844+ 5.95% |
$652K - $810K
|
15K
$11.3M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
844+ 8.97% |
$652K - $810K
|
10.3K
$7.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
841+ 26.21% |
$649K - $807K
|
4.05K
$3.04M
|
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
839+ 1.95% |
$648K - $805K
|
43.9K
$32.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
831+ 6.02% |
$642K - $798K
|
14.6K
$11M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
816+ 39.75% |
$630K - $783K
|
2.87K
$2.15M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
816+ 2.18% |
$630K - $783K
|
38.2K
$28.7M
|