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 13, 2024
Q3 2024
|
J. Stern & Co. LLP
London, X0 |
BUY
|
- |
902+ 47.23% |
$696K - $866K
|
2.81K
$2.21M
|
|
Oct 31, 2024
Q3 2024
|
Aries Wealth Management
|
BUY
|
- |
898+ 27.31% |
$693K - $862K
|
4.19K
$3.29M
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
895+ 1.11% |
$691K - $859K
|
81.3K
$64M
|
|
Nov 14, 2024
Q3 2024
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
BUY
|
- |
878+ 11.37% |
$678K - $843K
|
8.6K
$6.77M
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
876+ 78.78% |
$676K - $841K
|
1.99K
$1.56M
|
|
Oct 18, 2024
Q3 2024
|
New Century Financial Group, LLC
Princeton, NJ |
BUY
|
- |
872+ 39.91% |
$673K - $837K
|
3.06K
$2.41M
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
868+ 29.26% |
$670K - $833K
|
3.84K
$3.02M
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
865+ 6.14% |
$668K - $830K
|
15K
$11.8M
|
|
Oct 17, 2024
Q3 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
862+ 1.54% |
$666K - $828K
|
57K
$44.9M
|
|
Nov 13, 2024
Q3 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
860+ 47.3% |
$664K - $826K
|
2.68K
$2.11M
|
|
Oct 22, 2024
Q3 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
858+ 1.93% |
$662K - $824K
|
45.3K
$35.7M
|
|
Oct 16, 2024
Q3 2024
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
853+ 14.8% |
$659K - $819K
|
6.62K
$5.21M
|
|
Nov 06, 2024
Q3 2024
|
Mechanics Financial Corp
|
BUY
|
- |
848+ 49.71% |
$655K - $814K
|
2.55K
$2.01M
|
|
Oct 15, 2024
Q3 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
846+ 66.88% |
$653K - $812K
|
2.11K
$1.66M
|
|
Nov 01, 2024
Q3 2024
|
Sustainable Insight Capital Management, LLC
New York, NY |
BUY
|
- |
844+ 5.95% |
$652K - $810K
|
15K
$11.8M
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
844+ 8.97% |
$652K - $810K
|
10.3K
$8.07M
|
|
Nov 13, 2024
Q3 2024
|
Pinpoint Asset Management LTD
Hong Kong, K3 |
BUY
|
- |
841+ 26.21% |
$649K - $807K
|
4.05K
$3.19M
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
839+ 1.95% |
$648K - $805K
|
43.9K
$34.5M
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
831+ 6.02% |
$642K - $798K
|
14.6K
$11.5M
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
816+ 39.75% |
$630K - $783K
|
2.87K
$2.26M
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
816+ 2.18% |
$630K - $783K
|
38.2K
$30.1M
|
|
Oct 07, 2024
Q3 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
813+ 52.22% |
$628K - $780K
|
2.37K
$1.87M
|
|
Oct 31, 2024
Q3 2024
|
Seeds Investor LLC
New York, NY |
BUY
|
- |
812+ 90.22% |
$627K - $780K
|
1.71K
$1.35M
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
811+ 258.28% |
$626K - $779K
|
1.13K
$885K
|
|
Oct 29, 2024
Q3 2024
|
Emerald Advisers, LLC
|
BUY
|
- |
804+ 75.21% |
$621K - $772K
|
1.87K
$1.47M
|
|
Nov 01, 2024
Q3 2024
|
Wealth Quarterback LLC
Toms River, NJ |
BUY
|
- |
802+ 87.65% |
$619K - $770K
|
1.72K
$1.35M
|
|
Nov 20, 2024
Q3 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
800+ 42.78% |
$618K - $768K
|
2.67K
$2.1M
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
799+ 4.92% |
$617K - $767K
|
17K
$13.4M
|
|
Nov 05, 2024
Q3 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
798+ 5.13% |
$616K - $766K
|
16.4K
$12.9M
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
798+ 2.16% |
$616K - $766K
|
37.8K
$29.7M
|
|
Nov 12, 2024
Q3 2024
|
Strong Box Wealth, LLC
|
BUY
|
- |
797+ 147.05% |
$615K - $765K
|
1.34K
$1.05M
|
|
Oct 24, 2024
Q3 2024
|
Kercheville Advisors, LLC
|
BUY
|
- |
795+ 10.26% |
$614K - $763K
|
8.54K
$6.72M
|
|
Nov 13, 2024
Q3 2024
|
Keystone Investors Pte LTD
Singapore, U0 |
BUY
|
- |
793New |
$612K - $761K
|
793
$624K
|
|
Nov 14, 2024
Q3 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
793+ 10.78% |
$612K - $761K
|
8.15K
$6.41M
|
|
Oct 08, 2024
Q3 2024
|
Talbot Financial, LLC
Bellevue, WA |
BUY
|
- |
789+ 4.84% |
$609K - $757K
|
17.1K
$13.4M
|
|
Nov 07, 2024
Q3 2024
|
Ninepoint Partners LP
|
BUY
|
- |
789+ 723.85% |
$609K - $757K
|
898
$707K
|
|
Nov 08, 2024
Q3 2024
|
Inceptionr LLC
Lafayette, CA |
BUY
|
- |
785New |
$606K - $754K
|
785
$618K
|
|
Nov 14, 2024
Q3 2024
|
Seven Springs Wealth Group, LLC
|
BUY
|
- |
783New |
$605K - $752K
|
783
$616K
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
778+ 2.47% |
$601K - $747K
|
32.3K
$25.4M
|
|
Oct 29, 2024
Q3 2024
|
Northeast Investment Management
|
BUY
|
- |
778+ 1.54% |
$601K - $747K
|
51.3K
$40.3M
|
|
Oct 31, 2024
Q3 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
777+ 5.82% |
$600K - $746K
|
14.1K
$11.1M
|
|
Nov 15, 2024
Q3 2024
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
776New |
$599K - $745K
|
776
$611K
|
|
Oct 31, 2024
Q3 2024
|
Montecito Bank & Trust
|
BUY
|
- |
766+ 7.69% |
$591K - $735K
|
10.7K
$8.44M
|
|
Oct 24, 2024
Q3 2024
|
Orrstown Financial Services Inc
Shippensburg, PA |
BUY
|
- |
765+ 90.11% |
$591K - $734K
|
1.61K
$1.27M
|
|
Nov 14, 2024
Q3 2024
|
Petrus Trust Company, Lta
Dallas, TX |
BUY
|
- |
754New |
$582K - $724K
|
754
$593K
|
|
Oct 03, 2024
Q3 2024
|
Moody National Bank Trust Division
|
BUY
|
- |
753+ 6.09% |
$581K - $723K
|
13.1K
$10.3M
|
|
Nov 14, 2024
Q3 2024
|
Exome Asset Management LLC
New York, NY |
BUY
|
- |
747+ 7.7% |
$577K - $717K
|
10.4K
$8.22M
|
|
Oct 22, 2024
Q3 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
746+ 16.06% |
$576K - $716K
|
5.39K
$4.24M
|
|
Nov 08, 2024
Q3 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
741New |
$572K - $711K
|
741
$583K
|
|
Oct 30, 2024
Q3 2024
|
Umpqua Bank
Lake Oswego, OR |
BUY
|
- |
739+ 96.48% |
$571K - $709K
|
1.51K
$1.18M
|