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
|
Sandler Capital Management
New York, NY |
BUY
|
- |
736+ 6.62% |
$568K - $707K
|
11.9K
$9.33M
|
|
Nov 12, 2024
Q3 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
734+ 22.94% |
$567K - $705K
|
3.93K
$3.1M
|
|
Oct 08, 2024
Q3 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
733New |
$566K - $704K
|
733
$577K
|
|
Oct 03, 2024
Q3 2024
|
Cjm Wealth Advisers, Ltd.
Falls Church, VA |
BUY
|
- |
732New |
$565K - $703K
|
732
$576K
|
|
Oct 10, 2024
Q3 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
732+ 10.94% |
$565K - $703K
|
7.43K
$5.84M
|
|
Oct 28, 2024
Q3 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
731New |
$564K - $702K
|
731
$575K
|
|
Oct 10, 2024
Q3 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
730+ 34.3% |
$564K - $701K
|
2.86K
$2.25M
|
|
Nov 12, 2024
Q3 2024
|
Taylor Hoffman Capital Management LLC
Richmond, VA |
BUY
|
- |
729New |
$563K - $700K
|
729
$574K
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
728+ 0.31% |
$562K - $699K
|
235K
$185M
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
728+ 3.53% |
$562K - $699K
|
21.4K
$16.8M
|
|
Oct 17, 2024
Q3 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
726+ 18.96% |
$561K - $697K
|
4.56K
$3.59M
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
723+ 10.56% |
$558K - $694K
|
7.57K
$5.96M
|
|
Nov 13, 2024
Q3 2024
|
Avestar Capital, LLC
|
BUY
|
- |
722+ 13.98% |
$557K - $693K
|
5.89K
$4.63M
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
718+ 10.51% |
$554K - $689K
|
7.55K
$5.94M
|
|
Oct 31, 2024
Q3 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
717New |
$554K - $688K
|
717
$564K
|
|
Nov 12, 2024
Q3 2024
|
River Wealth Advisors LLC
Camp Hill, PA |
BUY
|
- |
714+ 9.42% |
$551K - $685K
|
8.29K
$6.53M
|
|
Oct 24, 2024
Q3 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
710New |
$548K - $682K
|
710
$559K
|
|
Nov 01, 2024
Q3 2024
|
Aegon Asset Management Uk PLC
|
BUY
|
- |
709+ 0.92% |
$547K - $681K
|
78.2K
$61.5M
|
|
Nov 13, 2024
Q3 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
709+ 3.04% |
$547K - $681K
|
24.1K
$18.9M
|
|
Oct 04, 2024
Q3 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
708New |
$547K - $680K
|
708
$557K
|
|
Oct 17, 2024
Q3 2024
|
Elser Financial Planning, Inc
Indianapolis, IN |
BUY
|
- |
708+ 3.7% |
$547K - $680K
|
19.8K
$15.6M
|
|
Nov 14, 2024
Q3 2024
|
Stevens Capital Management LP
Radnor, PA |
BUY
|
- |
706New |
$545K - $678K
|
706
$556K
|
|
Oct 22, 2024
Q3 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
705+ 1.15% |
$544K - $677K
|
62.2K
$48.9M
|
|
Mar 13, 2025
Q3 2024
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
BUY
|
- |
700+ 10.77% |
$540K - $672K
|
7.2K
$5.67M
|
|
Oct 24, 2024
Q3 2024
|
Smith Group Asset Management, LLC
Dallas, TX |
BUY
|
- |
696+ 46.62% |
$537K - $668K
|
2.19K
$1.72M
|
|
Oct 24, 2024
Q3 2024
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
BUY
|
- |
695+ 5.05% |
$537K - $667K
|
14.4K
$11.4M
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
695+ 3.01% |
$537K - $667K
|
23.8K
$18.7M
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
693+ 4.98% |
$535K - $665K
|
14.6K
$11.5M
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
692New |
$534K - $664K
|
692
$545K
|
|
Nov 14, 2024
Q3 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
692+ 6.86% |
$534K - $664K
|
10.8K
$8.48M
|
|
Oct 17, 2024
Q3 2024
|
Aaron Wealth Advisors LLC
|
BUY
|
- |
690+ 14.64% |
$533K - $662K
|
5.4K
$4.25M
|
|
Nov 06, 2024
Q3 2024
|
Schear Investment Advisers, LLC
Cincinnati, OH |
BUY
|
- |
687+ 8.91% |
$530K - $660K
|
8.4K
$6.61M
|
|
Nov 05, 2024
Q3 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
684New |
$528K - $657K
|
684
$538K
|
|
Nov 05, 2024
Q3 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
680+ 9.32% |
$525K - $653K
|
7.98K
$6.28M
|
|
Nov 07, 2024
Q3 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
680+ 41.74% |
$525K - $653K
|
2.31K
$1.82M
|
|
Oct 15, 2024
Q3 2024
|
Simon Quick Advisors, LLC
|
BUY
|
- |
675+ 16.44% |
$521K - $648K
|
4.78K
$3.76M
|
|
Nov 04, 2024
Q3 2024
|
Everhart Financial Group, Inc.
|
BUY
|
- |
672+ 14.11% |
$519K - $645K
|
5.43K
$4.28M
|
|
Nov 14, 2024
Q3 2024
|
Readystate Asset Management LP
Chicago, IL |
BUY
|
- |
671New |
$518K - $644K
|
671
$528K
|
|
Nov 18, 2024
Q3 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
669+ 5.63% |
$517K - $642K
|
12.5K
$9.87M
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
666+ 72.63% |
$514K - $639K
|
1.58K
$1.25M
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
666+ 66.47% |
$514K - $639K
|
1.67K
$1.31M
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
665New |
$513K - $638K
|
665
$523K
|
|
Nov 07, 2024
Q3 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
664+ 27.25% |
$513K - $637K
|
3.1K
$2.44M
|
|
Oct 11, 2024
Q3 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
662+ 115.33% |
$511K - $636K
|
1.24K
$973K
|
|
Oct 15, 2024
Q3 2024
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
BUY
|
- |
660New |
$510K - $634K
|
660
$519K
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
655+ 10.58% |
$506K - $629K
|
6.85K
$5.39M
|
|
Oct 07, 2024
Q3 2024
|
New England Research & Management, Inc.
|
BUY
|
- |
650+ 33.23% |
$502K - $624K
|
2.61K
$2.05M
|
|
Oct 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
650+ 60.8% |
$502K - $624K
|
1.72K
$1.35M
|
|
May 29, 2025
Q3 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
650+ 113.64% |
$502K - $624K
|
1.22K
$962K
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
646New |
$499K - $620K
|
646
$508K
|