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 16, 2024
Q3 2024
|
N Verses Capital, LLC
Wellington, FL |
BUY
|
- |
400New |
$309K - $384K
|
400
$299K
|
|
Oct 30, 2024
Q3 2024
|
Leslie Global Wealth, LLC
Itasca, IL |
BUY
|
- |
400New |
$309K - $384K
|
400
$299K
|
|
Nov 13, 2024
Q3 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
399+ 14.96% |
$308K - $383K
|
3.07K
$2.29M
|
|
Oct 15, 2024
Q3 2024
|
Watershed Private Wealth LLC
Oak Brook, IL |
BUY
|
- |
398New |
$307K - $382K
|
398
$298K
|
|
Nov 05, 2024
Q3 2024
|
Torray LLC
|
BUY
|
- |
398New |
$307K - $382K
|
398
$298K
|
|
Nov 13, 2024
Q3 2024
|
Rice Partnership, LLC
|
BUY
|
- |
398+ 1.7% |
$307K - $382K
|
23.8K
$17.8M
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
397+ 9.01% |
$307K - $381K
|
4.8K
$3.59M
|
|
Oct 29, 2024
Q3 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
397+ 158.8% |
$307K - $381K
|
647
$484K
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
394+ 1.03% |
$304K - $378K
|
38.7K
$28.9M
|
|
Oct 10, 2024
Q3 2024
|
Chicago Trust CO Na
|
BUY
|
- |
392+ 6.14% |
$303K - $376K
|
6.78K
$5.07M
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
390+ 23.67% |
$301K - $374K
|
2.04K
$1.52M
|
|
Oct 28, 2024
Q3 2024
|
Fonville Wealth Management LLC
Richmond, VA |
BUY
|
- |
388New |
$300K - $372K
|
388
$290K
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
386+ 4.87% |
$298K - $371K
|
8.32K
$6.22M
|
|
Oct 07, 2024
Q3 2024
|
Axiom Advisory, LLC
San Diego, CA |
BUY
|
- |
384New |
$297K - $369K
|
384
$287K
|
|
Nov 12, 2024
Q3 2024
|
Cyrus J. Lawrence, LLC
|
BUY
|
- |
381+ 1.79% |
$294K - $366K
|
21.6K
$16.2M
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
380+ 2.04% |
$293K - $365K
|
19K
$14.2M
|
|
Nov 12, 2024
Q3 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
380New |
$293K - $365K
|
380
$284K
|
|
Nov 13, 2024
Q3 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
BUY
|
- |
379+ 21.74% |
$293K - $364K
|
2.12K
$1.59M
|
|
Nov 14, 2024
Q3 2024
|
Goldstream Capital Management LTD
|
BUY
|
- |
379+ 2.89% |
$293K - $364K
|
13.5K
$10.1M
|
|
Oct 28, 2024
Q3 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
378+ 1.75% |
$292K - $363K
|
22K
$16.4M
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
377+ 55.69% |
$291K - $362K
|
1.05K
$788K
|
|
Nov 12, 2024
Q3 2024
|
Callan Capital, LLC
La Jolla, CA |
BUY
|
- |
377+ 9.56% |
$291K - $362K
|
4.32K
$3.23M
|
|
Nov 12, 2024
Q3 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
BUY
|
- |
376+ 14.19% |
$290K - $361K
|
3.03K
$2.26M
|
|
Oct 16, 2024
Q3 2024
|
Nat West Group PLC
|
BUY
|
- |
375+ 2.71% |
$290K - $360K
|
14.2K
$10.6M
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
374+ 14.39% |
$289K - $359K
|
2.97K
$2.22M
|
|
Oct 24, 2024
Q3 2024
|
Legacy Wealth Management, Inc
|
BUY
|
- |
374New |
$289K - $359K
|
374
$280K
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
373+ 9.69% |
$288K - $358K
|
4.22K
$3.16M
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
372+ 10.21% |
$287K - $357K
|
4.01K
$3M
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
372+ 2.5% |
$287K - $357K
|
15.3K
$11.4M
|
|
Nov 14, 2024
Q3 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
372+ 16.45% |
$287K - $357K
|
2.63K
$1.97M
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
371New |
$286K - $356K
|
371
$278K
|
|
Nov 14, 2024
Q3 2024
|
Valued Retirements, Inc.
Houston, TX |
BUY
|
- |
371New |
$286K - $356K
|
371
$278K
|
|
Nov 13, 2024
Q3 2024
|
Loomis Sayles & CO L P
|
BUY
|
- |
370+ 24.68% |
$286K - $355K
|
1.87K
$1.4M
|
|
Nov 21, 2024
Q3 2024
|
Aldebaran Financial Inc.
|
BUY
|
- |
370+ 51.18% |
$286K - $355K
|
1.09K
$818K
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
368+ 29.77% |
$284K - $353K
|
1.6K
$1.2M
|
|
Oct 31, 2024
Q3 2024
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
365+ 13.07% |
$282K - $350K
|
3.16K
$2.36M
|
|
Oct 28, 2024
Q3 2024
|
Affinity Investment Advisors, LLC
|
BUY
|
- |
360New |
$278K - $346K
|
360
$269K
|
|
Oct 28, 2024
Q3 2024
|
Hills Bank & Trust CO
|
BUY
|
- |
360+ 10.64% |
$278K - $346K
|
3.75K
$2.8M
|
|
Oct 31, 2024
Q3 2024
|
Lakeshore Financial Planning, Inc.
St. Clair Shores, MI |
BUY
|
- |
360New |
$278K - $346K
|
360
$269K
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
359+ 26.11% |
$277K - $345K
|
1.73K
$1.3M
|
|
Oct 15, 2024
Q3 2024
|
Stableford Capital Ii LLC
Scottsdale, AZ |
BUY
|
- |
358+ 3.78% |
$276K - $344K
|
9.83K
$7.35M
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
358+ 31.32% |
$276K - $344K
|
1.5K
$1.12M
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
356+ 33.49% |
$275K - $342K
|
1.42K
$1.06M
|
|
Nov 06, 2024
Q3 2024
|
First Business Financial Services, Inc.
|
BUY
|
- |
356+ 6.43% |
$275K - $342K
|
5.89K
$4.41M
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
354+ 9.01% |
$273K - $340K
|
4.28K
$3.2M
|
|
Nov 05, 2024
Q3 2024
|
Schrum Private Wealth Management LLC
|
BUY
|
- |
352New |
$272K - $338K
|
352
$263K
|
|
Oct 31, 2024
Q3 2024
|
Dudley Capital Management, LLC
Middleburg, VA |
BUY
|
- |
351+ 29.42% |
$271K - $337K
|
1.54K
$1.15M
|
|
Nov 12, 2024
Q3 2024
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
BUY
|
- |
351+ 6.74% |
$271K - $337K
|
5.56K
$4.16M
|
|
Nov 12, 2024
Q3 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
350+ 5.93% |
$270K - $336K
|
6.25K
$4.68M
|
|
Nov 14, 2024
Q3 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
349+ 6.86% |
$269K - $335K
|
5.44K
$4.07M
|