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 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
846+ 66.88% |
$653K - $812K
|
2.11K
$1.78M
|
|
Nov 01, 2024
Q3 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
844+ 5.95% |
$652K - $810K
|
15K
$12.7M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
844+ 8.97% |
$652K - $810K
|
10.3K
$8.66M
|
|
Nov 13, 2024
Q3 2024
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
841+ 26.21% |
$649K - $807K
|
4.05K
$3.42M
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
839+ 1.95% |
$648K - $805K
|
43.9K
$37.1M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
831+ 6.02% |
$642K - $798K
|
14.6K
$12.4M
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
816+ 39.75% |
$630K - $783K
|
2.87K
$2.42M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
816+ 2.18% |
$630K - $783K
|
38.2K
$32.3M
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
813+ 52.22% |
$628K - $780K
|
2.37K
$2M
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
812+ 90.22% |
$627K - $780K
|
1.71K
$1.45M
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
811+ 258.28% |
$626K - $779K
|
1.13K
$950K
|
|
Oct 29, 2024
Q3 2024
|
Emerald Advisers, LLC
|
BUY
|
- |
804+ 75.21% |
$621K - $772K
|
1.87K
$1.58M
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
802+ 87.65% |
$619K - $770K
|
1.72K
$1.45M
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
800+ 42.78% |
$618K - $768K
|
2.67K
$2.25M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
799+ 4.92% |
$617K - $767K
|
17K
$14.4M
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
798+ 5.13% |
$616K - $766K
|
16.4K
$13.8M
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
798+ 2.16% |
$616K - $766K
|
37.8K
$31.9M
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
797+ 147.05% |
$615K - $765K
|
1.34K
$1.13M
|
|
Oct 24, 2024
Q3 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
795+ 10.26% |
$614K - $763K
|
8.54K
$7.21M
|
|
Nov 13, 2024
Q3 2024
|
Keystone Investors Pte LTD
Singapore, U0 |
BUY
|
- |
793New |
$612K - $761K
|
793
$670K
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
793+ 10.78% |
$612K - $761K
|
8.15K
$6.88M
|
|
Oct 08, 2024
Q3 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
789+ 4.84% |
$609K - $757K
|
17.1K
$14.4M
|
|
Nov 07, 2024
Q3 2024
|
Ninepoint Partners LP
|
BUY
|
- |
789+ 723.85% |
$609K - $757K
|
898
$758K
|
|
Nov 08, 2024
Q3 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
785New |
$606K - $754K
|
785
$663K
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
783New |
$605K - $752K
|
783
$661K
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
778+ 2.47% |
$601K - $747K
|
32.3K
$27.2M
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
BUY
|
- |
778+ 1.54% |
$601K - $747K
|
51.3K
$43.3M
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
777+ 5.82% |
$600K - $746K
|
14.1K
$11.9M
|
|
Nov 15, 2024
Q3 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
776New |
$599K - $745K
|
776
$655K
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
766+ 7.69% |
$591K - $735K
|
10.7K
$9.06M
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
765+ 90.11% |
$591K - $734K
|
1.61K
$1.36M
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
754New |
$582K - $724K
|
754
$637K
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
753+ 6.09% |
$581K - $723K
|
13.1K
$11.1M
|
|
Nov 14, 2024
Q3 2024
|
Exome Asset Management LLC
New York, NY |
BUY
|
- |
747+ 7.7% |
$577K - $717K
|
10.4K
$8.82M
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
746+ 16.06% |
$576K - $716K
|
5.39K
$4.55M
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
741New |
$572K - $711K
|
741
$626K
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
739+ 96.48% |
$571K - $709K
|
1.51K
$1.27M
|
|
Nov 14, 2024
Q3 2024
|
Sandler Capital Management
New York, NY |
BUY
|
- |
736+ 6.62% |
$568K - $707K
|
11.9K
$10M
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
734+ 22.94% |
$567K - $705K
|
3.93K
$3.32M
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
733New |
$566K - $704K
|
733
$619K
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
732New |
$565K - $703K
|
732
$618K
|
|
Oct 10, 2024
Q3 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
732+ 10.94% |
$565K - $703K
|
7.43K
$6.27M
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
731New |
$564K - $702K
|
731
$617K
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
730+ 34.3% |
$564K - $701K
|
2.86K
$2.41M
|
|
Nov 12, 2024
Q3 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
729New |
$563K - $700K
|
729
$615K
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
728+ 0.31% |
$562K - $699K
|
235K
$198M
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
728+ 3.53% |
$562K - $699K
|
21.4K
$18M
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
726+ 18.96% |
$561K - $697K
|
4.56K
$3.85M
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
723+ 10.56% |
$558K - $694K
|
7.57K
$6.39M
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
722+ 13.98% |
$557K - $693K
|
5.89K
$4.97M
|