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 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
718+ 10.51% |
$554K - $689K
|
7.55K
$6.37M
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
717New |
$554K - $688K
|
717
$605K
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
714+ 9.42% |
$551K - $685K
|
8.29K
$7M
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
710New |
$548K - $682K
|
710
$599K
|
|
Nov 01, 2024
Q3 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
709+ 0.92% |
$547K - $681K
|
78.2K
$66M
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
709+ 3.04% |
$547K - $681K
|
24.1K
$20.3M
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
708New |
$547K - $680K
|
708
$598K
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
708+ 3.7% |
$547K - $680K
|
19.8K
$16.7M
|
|
Nov 14, 2024
Q3 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
706New |
$545K - $678K
|
706
$596K
|
|
Oct 22, 2024
Q3 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
705+ 1.15% |
$544K - $677K
|
62.2K
$52.5M
|
|
Oct 24, 2024
Q3 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
696+ 46.62% |
$537K - $668K
|
2.19K
$1.85M
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
695+ 5.05% |
$537K - $667K
|
14.4K
$12.2M
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
695+ 3.01% |
$537K - $667K
|
23.8K
$20.1M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
693+ 4.98% |
$535K - $665K
|
14.6K
$12.3M
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
692New |
$534K - $664K
|
692
$584K
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
692+ 6.86% |
$534K - $664K
|
10.8K
$9.1M
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
690+ 14.64% |
$533K - $662K
|
5.4K
$4.56M
|
|
Nov 06, 2024
Q3 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
687+ 8.91% |
$530K - $660K
|
8.4K
$7.09M
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
684New |
$528K - $657K
|
684
$577K
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
680+ 9.32% |
$525K - $653K
|
7.98K
$6.74M
|
|
Nov 07, 2024
Q3 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
680+ 41.74% |
$525K - $653K
|
2.31K
$1.95M
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
675+ 16.44% |
$521K - $648K
|
4.78K
$4.04M
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
672+ 14.11% |
$519K - $645K
|
5.43K
$4.59M
|
|
Nov 14, 2024
Q3 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
671New |
$518K - $644K
|
671
$567K
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
669+ 5.63% |
$517K - $642K
|
12.5K
$10.6M
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
666+ 72.63% |
$514K - $639K
|
1.58K
$1.34M
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
666+ 66.47% |
$514K - $639K
|
1.67K
$1.41M
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
665New |
$513K - $638K
|
665
$561K
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
664+ 27.25% |
$513K - $637K
|
3.1K
$2.62M
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
662+ 115.33% |
$511K - $636K
|
1.24K
$1.04M
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
660New |
$510K - $634K
|
660
$557K
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
655+ 10.58% |
$506K - $629K
|
6.85K
$5.78M
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
650+ 33.23% |
$502K - $624K
|
2.61K
$2.2M
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
650+ 60.8% |
$502K - $624K
|
1.72K
$1.45M
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
646New |
$499K - $620K
|
646
$545K
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
644+ 2.39% |
$497K - $618K
|
27.5K
$23.3M
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
641+ 30.52% |
$495K - $615K
|
2.74K
$2.31M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
635+ 7.59% |
$490K - $610K
|
9.01K
$7.6M
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
634+ 21.25% |
$490K - $609K
|
3.62K
$3.05M
|
|
Nov 01, 2024
Q3 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
633New |
$489K - $608K
|
633
$534K
|
|
Nov 12, 2024
Q3 2024
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
633New |
$489K - $608K
|
633
$534K
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
631+ 7.9% |
$487K - $606K
|
8.62K
$7.28M
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
629+ 154.17% |
$486K - $604K
|
1.04K
$876K
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
628+ 9.89% |
$485K - $603K
|
6.98K
$5.89M
|
|
Nov 15, 2024
Q3 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
626New |
$483K - $601K
|
626
$529K
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
624+ 9.89% |
$482K - $599K
|
6.93K
$5.85M
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
621New |
$479K - $596K
|
621
$524K
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
620+ 3.05% |
$479K - $595K
|
21K
$17.7M
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
619+ 36.67% |
$478K - $594K
|
2.31K
$1.95M
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
609+ 9.5% |
$470K - $585K
|
7.02K
$5.93M
|