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 10, 2024
Q3 2024
|
Retirement Planning Group
|
BUY
|
- |
346New |
$267K - $332K
|
346
$259K
|
|
|
Nov 06, 2024
Q3 2024
|
First Long Island Investors, LLC
|
BUY
|
- |
346+ 1.84% |
$267K - $332K
|
19.1K
$14.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
345+ 15.58% |
$266K - $331K
|
2.56K
$1.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
343+ 24.75% |
$265K - $329K
|
1.73K
$1.29M
|
|
|
Nov 14, 2024
Q3 2024
|
Teza Capital Management LLC
Chicago, IL |
BUY
|
- |
343+ 7.3% |
$265K - $329K
|
5.04K
$3.77M
|
|
|
Oct 17, 2024
Q3 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
341+ 15.73% |
$263K - $327K
|
2.51K
$1.88M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
340+ 30.58% |
$263K - $326K
|
1.45K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Corton Capital Inc.
Carrying Place, A6 |
BUY
|
- |
340+ 144.68% |
$263K - $326K
|
575
$430K
|
|
|
Nov 08, 2024
Q3 2024
|
Gryphon Financial Partners LLC
|
BUY
|
- |
339+ 8.46% |
$262K - $325K
|
4.35K
$3.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
BUY
|
- |
334+ 4.91% |
$258K - $321K
|
7.14K
$5.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Cooper Financial Group
|
BUY
|
- |
333+ 20.47% |
$257K - $320K
|
1.96K
$1.47M
|
|
|
Nov 12, 2024
Q3 2024
|
Twin Capital Management Inc
|
BUY
|
- |
331+ 1.87% |
$256K - $318K
|
18.1K
$13.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
329+ 28.29% |
$254K - $316K
|
1.49K
$1.12M
|
|
|
Oct 23, 2024
Q3 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
327+ 69.87% |
$252K - $314K
|
795
$595K
|
|
|
Oct 22, 2024
Q3 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
326+ 8.7% |
$252K - $313K
|
4.07K
$3.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Iyo Bank, Ltd.
|
BUY
|
- |
326+ 81.5% |
$252K - $313K
|
726
$543K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
325+ 2.03% |
$251K - $312K
|
16.3K
$12.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
324+ 2.65% |
$250K - $311K
|
12.6K
$9.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
324+ 10.1% |
$250K - $311K
|
3.53K
$2.64M
|
|
|
Nov 14, 2024
Q3 2024
|
L.M. Kohn & Company
|
BUY
|
- |
323+ 13.45% |
$249K - $310K
|
2.73K
$2.04M
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
322+ 2.86% |
$249K - $309K
|
11.6K
$8.66M
|
|
|
Oct 29, 2024
Q3 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
322+ 10.22% |
$249K - $309K
|
3.47K
$2.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
322New |
$249K - $309K
|
322
$241K
|
|
|
Oct 28, 2024
Q3 2024
|
Campbell Wealth Management
|
BUY
|
- |
320New |
$247K - $307K
|
320
$239K
|
|
|
Nov 14, 2024
Q3 2024
|
Palisade Capital Management LLC
Fort Lee, NJ |
BUY
|
- |
320New |
$247K - $307K
|
320
$239K
|
|
|
Oct 16, 2024
Q3 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
319+ 4.12% |
$246K - $306K
|
8.06K
$6.03M
|
|
|
Oct 18, 2024
Q3 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
318+ 7.41% |
$246K - $305K
|
4.61K
$3.45M
|
|
|
Nov 08, 2024
Q3 2024
|
Parnassus Investments, LLC
|
BUY
|
- |
318+ 15.33% |
$246K - $305K
|
2.39K
$1.79M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
BUY
|
- |
317+ 11.64% |
$245K - $304K
|
3.04K
$2.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
314+ 8.2% |
$242K - $301K
|
4.14K
$3.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
312New |
$241K - $300K
|
312
$233K
|
|
|
Oct 29, 2024
Q3 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
311New |
$240K - $299K
|
311
$233K
|
|
|
Nov 12, 2024
Q3 2024
|
Fft Wealth Management LLC
West Conshohocken, PA |
BUY
|
- |
310+ 139.01% |
$239K - $298K
|
533
$399K
|
|
|
Oct 16, 2024
Q3 2024
|
Orin Green Financial, LLC
|
BUY
|
- |
306New |
$236K - $294K
|
306
$229K
|
|
|
Oct 08, 2024
Q3 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
BUY
|
- |
302+ 72.25% |
$233K - $290K
|
720
$539K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
301+ 18.19% |
$232K - $289K
|
1.96K
$1.46M
|
|
|
Oct 30, 2024
Q3 2024
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
301New |
$232K - $289K
|
301
$225K
|
|
|
Oct 30, 2024
Q3 2024
|
Callahan Advisors, LLC
|
BUY
|
- |
301+ 2.06% |
$232K - $289K
|
14.9K
$11.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
300+ 65.22% |
$232K - $288K
|
760
$568K
|
|
|
Oct 23, 2024
Q3 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
299+ 9.07% |
$231K - $287K
|
3.6K
$2.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Pinnacle Wealth Planning Services, Inc.
|
BUY
|
- |
299+ 7.31% |
$231K - $287K
|
4.39K
$3.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Tria Gen Wealth Management LLC
|
BUY
|
- |
298+ 39.01% |
$230K - $286K
|
1.06K
$794K
|
|
|
Nov 13, 2024
Q3 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
297+ 24.46% |
$229K - $285K
|
1.51K
$1.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
296New |
$229K - $284K
|
296
$221K
|
|
|
Oct 28, 2024
Q3 2024
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
293New |
$226K - $281K
|
293
$219K
|
|
|
Oct 29, 2024
Q3 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
293New |
$226K - $281K
|
293
$219K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
293+ 24.21% |
$226K - $281K
|
1.5K
$1.12M
|
|
|
Oct 17, 2024
Q3 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
290+ 7.71% |
$224K - $278K
|
4.05K
$3.03M
|
|
|
Nov 05, 2024
Q3 2024
|
Cable Hill Partners, LLC
Portland, OR |
BUY
|
- |
289+ 2.29% |
$223K - $277K
|
12.9K
$9.64M
|
|
|
Nov 12, 2024
Q3 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
288+ 9.58% |
$222K - $276K
|
3.29K
$2.46M
|