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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q3 2024
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
609+ 20.24% |
$470K - $585K
|
3.62K
$3.05M
|
|
Oct 25, 2024
Q3 2024
|
Burr Financial Services, LLC
Pleasant Hill, CA |
BUY
|
- |
606+ 50.5% |
$468K - $582K
|
1.81K
$1.52M
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
601+ 3.67% |
$464K - $577K
|
17K
$14.3M
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
600New |
$463K - $576K
|
600
$507K
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
599+ 18.2% |
$463K - $575K
|
3.89K
$3.28M
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
595+ 0.2% |
$459K - $571K
|
297K
$251M
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
594+ 49.54% |
$459K - $570K
|
1.79K
$1.51M
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
592+ 4.77% |
$457K - $568K
|
13K
$11M
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
592+ 5.37% |
$457K - $568K
|
11.6K
$9.81M
|
|
Nov 07, 2024
Q3 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
591New |
$456K - $567K
|
591
$499K
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
585New |
$452K - $562K
|
585
$494K
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
585New |
$452K - $562K
|
585
$494K
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
580New |
$448K - $557K
|
580
$490K
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
573+ 174.7% |
$442K - $550K
|
901
$761K
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
569+ 67.18% |
$439K - $546K
|
1.42K
$1.2M
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
564+ 7.16% |
$435K - $541K
|
8.44K
$7.12M
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
563New |
$435K - $540K
|
563
$475K
|
|
Nov 07, 2024
Q3 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
561+ 22.85% |
$433K - $539K
|
3.02K
$2.55M
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
561+ 12.71% |
$433K - $539K
|
4.98K
$4.2M
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
560+ 27.72% |
$432K - $538K
|
2.58K
$2.18M
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
556+ 0.32% |
$429K - $534K
|
175K
$148M
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
553+ 22.93% |
$427K - $531K
|
2.97K
$2.5M
|
|
Nov 13, 2024
Q3 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
550+ 93.22% |
$425K - $528K
|
1.14K
$962K
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
550+ 7.82% |
$425K - $528K
|
7.58K
$6.4M
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
546+ 7.58% |
$422K - $524K
|
7.75K
$6.54M
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
543+ 7.61% |
$419K - $521K
|
7.68K
$6.48M
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
539+ 2.58% |
$416K - $517K
|
21.4K
$18.1M
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
538+ 3.4% |
$415K - $516K
|
16.4K
$13.8M
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
538+ 12.91% |
$415K - $516K
|
4.7K
$3.97M
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
538New |
$415K - $516K
|
538
$454K
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
537+ 77.04% |
$415K - $516K
|
1.23K
$1.04M
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
531+ 20.17% |
$410K - $510K
|
3.16K
$2.67M
|
|
Feb 14, 2025
Q3 2024
|
Triumph Capital Management
|
BUY
|
- |
531+ 79.85% |
$410K - $510K
|
1.2K
$1.01M
|
|
Oct 15, 2024
Q3 2024
|
First National Advisers, LLC
Omaha, NE |
BUY
|
- |
527+ 4.79% |
$407K - $506K
|
11.5K
$9.72M
|
|
Oct 16, 2024
Q3 2024
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
BUY
|
- |
524+ 671.79% |
$405K - $503K
|
602
$508K
|
|
Nov 01, 2024
Q3 2024
|
Fiera Capital Corp
Montreal, A8 |
BUY
|
- |
524+ 2.31% |
$405K - $503K
|
23.2K
$19.6M
|
|
Nov 14, 2024
Q3 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
522+ 6.49% |
$403K - $501K
|
8.56K
$7.23M
|
|
Nov 14, 2024
Q3 2024
|
Bridgefront Capital, LLC
Austin, TX |
BUY
|
- |
520New |
$402K - $499K
|
520
$439K
|
|
Dec 13, 2024
Q3 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
516New |
$398K - $495K
|
516
$436K
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
515New |
$398K - $494K
|
515
$435K
|
|
Nov 01, 2024
Q3 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
514+ 7.74% |
$397K - $493K
|
7.15K
$6.04M
|
|
Nov 12, 2024
Q3 2024
|
Keystone Financial Group
|
BUY
|
- |
513+ 11.97% |
$396K - $492K
|
4.8K
$4.05M
|
|
Nov 13, 2024
Q3 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
BUY
|
- |
510+ 1.92% |
$394K - $490K
|
27K
$22.8M
|
|
Nov 14, 2024
Q3 2024
|
Lrt Capital Management, LLC
Austin, TX |
BUY
|
- |
510+ 78.1% |
$394K - $490K
|
1.16K
$982K
|
|
Oct 22, 2024
Q3 2024
|
Greenleaf Trust
Kalamazoo, MI |
BUY
|
- |
505+ 1.81% |
$390K - $485K
|
28.4K
$24M
|
|
Nov 14, 2024
Q3 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
505New |
$390K - $485K
|
505
$426K
|
|
Nov 01, 2024
Q3 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
BUY
|
- |
504New |
$389K - $484K
|
504
$426K
|
|
Nov 13, 2024
Q3 2024
|
Hardy Reed LLC
|
BUY
|
- |
501New |
$387K - $481K
|
501
$423K
|
|
Nov 08, 2024
Q3 2024
|
Glaxis Capital Management, LLC
Sarasota, FL |
BUY
|
- |
500New |
$386K - $480K
|
500
$422K
|
|
Nov 13, 2024
Q3 2024
|
Rhenman & Partners Asset Management Ab
Stockholm, V7 |
BUY
|
- |
500+ 1.06% |
$386K - $480K
|
47.5K
$40.1M
|