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 31, 2024
Q3 2024
|
Vista Capital Partners, Inc.
|
BUY
|
- |
650+ 60.8% |
$502K - $624K
|
1.72K
$1.3M
|
|
|
May 29, 2025
Q3 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
650+ 113.64% |
$502K - $624K
|
1.22K
$923K
|
|
|
Nov 14, 2024
Q3 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
646New |
$499K - $620K
|
646
$488K
|
|
|
Nov 06, 2024
Q3 2024
|
Empirical Finance, LLC
|
BUY
|
- |
644+ 2.39% |
$497K - $618K
|
27.5K
$20.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
641+ 30.52% |
$495K - $615K
|
2.74K
$2.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
635+ 7.59% |
$490K - $610K
|
9.01K
$6.8M
|
|
|
Nov 07, 2024
Q3 2024
|
Morningstar Investment Services LLC
Chicago, IL |
BUY
|
- |
634+ 21.25% |
$490K - $609K
|
3.62K
$2.73M
|
|
|
Nov 01, 2024
Q3 2024
|
Triune Financial Partners, LLC
Overland Park, KS |
BUY
|
- |
633New |
$489K - $608K
|
633
$478K
|
|
|
Nov 12, 2024
Q3 2024
|
Valence8 Us LP
Cambridge, MA |
BUY
|
- |
633New |
$489K - $608K
|
633
$478K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
631+ 7.9% |
$487K - $606K
|
8.62K
$6.51M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
629+ 154.17% |
$486K - $604K
|
1.04K
$783K
|
|
|
Nov 06, 2024
Q3 2024
|
Rmb Capital Management, LLC
|
BUY
|
- |
628+ 9.89% |
$485K - $603K
|
6.98K
$5.27M
|
|
|
Nov 15, 2024
Q3 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
626New |
$483K - $601K
|
626
$473K
|
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
624+ 9.89% |
$482K - $599K
|
6.93K
$5.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
621New |
$479K - $596K
|
621
$469K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
620+ 3.05% |
$479K - $595K
|
21K
$15.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
619+ 36.67% |
$478K - $594K
|
2.31K
$1.74M
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
609+ 9.5% |
$470K - $585K
|
7.02K
$5.3M
|
|
|
Feb 13, 2025
Q3 2024
|
Cornerstone Enterprises, LLC
Appleton, WI |
BUY
|
- |
609+ 20.24% |
$470K - $585K
|
3.62K
$2.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Burr Financial Services, LLC
Pleasant Hill, CA |
BUY
|
- |
606+ 50.5% |
$468K - $582K
|
1.81K
$1.36M
|
|
|
Oct 23, 2024
Q3 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
601+ 3.67% |
$464K - $577K
|
17K
$12.8M
|
|
|
Oct 30, 2024
Q3 2024
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
600New |
$463K - $576K
|
600
$453K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
599+ 18.2% |
$463K - $575K
|
3.89K
$2.94M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
595+ 0.2% |
$459K - $571K
|
297K
$225M
|
|
|
Nov 06, 2024
Q3 2024
|
Intelligence Driven Advisers, LLC
|
BUY
|
- |
594+ 49.54% |
$459K - $570K
|
1.79K
$1.35M
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
592+ 4.77% |
$457K - $568K
|
13K
$9.82M
|
|
|
Nov 14, 2024
Q3 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
592+ 5.37% |
$457K - $568K
|
11.6K
$8.77M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkwoods Wealth Partners, LLC
Syracuse, NY |
BUY
|
- |
591New |
$456K - $567K
|
591
$446K
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
585New |
$452K - $562K
|
585
$442K
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
585New |
$452K - $562K
|
585
$442K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Bailey Securities, LLC
Fort Wayne, IN |
BUY
|
- |
580New |
$448K - $557K
|
580
$438K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
573+ 174.7% |
$442K - $550K
|
901
$680K
|
|
|
Oct 15, 2024
Q3 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
569+ 67.18% |
$439K - $546K
|
1.42K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
564+ 7.16% |
$435K - $541K
|
8.44K
$6.37M
|
|
|
Oct 03, 2024
Q3 2024
|
Wiser Wealth Management, Inc
|
BUY
|
- |
563New |
$435K - $540K
|
563
$425K
|
|
|
Nov 07, 2024
Q3 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
561+ 22.85% |
$433K - $539K
|
3.02K
$2.28M
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
561+ 12.71% |
$433K - $539K
|
4.98K
$3.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
560+ 27.72% |
$432K - $538K
|
2.58K
$1.95M
|
|
|
Oct 30, 2024
Q3 2024
|
Amalgamated Bank
New York, NY |
BUY
|
- |
556+ 0.32% |
$429K - $534K
|
175K
$132M
|
|
|
Oct 15, 2024
Q3 2024
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
553+ 22.93% |
$427K - $531K
|
2.97K
$2.24M
|
|
|
Nov 13, 2024
Q3 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
550+ 93.22% |
$425K - $528K
|
1.14K
$861K
|
|
|
Nov 13, 2024
Q3 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
550+ 7.82% |
$425K - $528K
|
7.58K
$5.72M
|
|
|
Nov 25, 2024
Q3 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
546+ 7.58% |
$422K - $524K
|
7.75K
$5.85M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Advisors, LLC
|
BUY
|
- |
543+ 7.61% |
$419K - $521K
|
7.68K
$5.8M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
539+ 2.58% |
$416K - $517K
|
21.4K
$16.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Americana Partners, LLC
Houston, TX |
BUY
|
- |
538+ 3.4% |
$415K - $516K
|
16.4K
$12.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
538+ 12.91% |
$415K - $516K
|
4.7K
$3.55M
|
|
|
Nov 13, 2024
Q3 2024
|
Davidson Trust CO
|
BUY
|
- |
538New |
$415K - $516K
|
538
$406K
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
537+ 77.04% |
$415K - $516K
|
1.23K
$932K
|
|
|
Nov 25, 2024
Q3 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
531+ 20.17% |
$410K - $510K
|
3.16K
$2.39M
|