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
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
215+ 31.66% |
$166K - $206K
|
894
$669K
|
|
|
Nov 12, 2024
Q3 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
212+ 2.3% |
$164K - $204K
|
9.42K
$7.04M
|
|
|
Oct 21, 2024
Q3 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
211+ 2.37% |
$163K - $203K
|
9.11K
$6.82M
|
|
|
Oct 24, 2024
Q3 2024
|
Welch Group, LLC
|
BUY
|
- |
209+ 3.3% |
$161K - $201K
|
6.55K
$4.9M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
BUY
|
- |
209+ 1.73% |
$161K - $201K
|
12.3K
$9.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
208+ 11.13% |
$161K - $200K
|
2.08K
$1.55M
|
|
|
Nov 04, 2024
Q3 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
208+ 61.72% |
$161K - $200K
|
545
$408K
|
|
|
Nov 13, 2024
Q3 2024
|
Hancock Whitney Corp
|
BUY
|
- |
207+ 0.5% |
$160K - $199K
|
41.7K
$31.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
206+ 10.57% |
$159K - $198K
|
2.15K
$1.61M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
205+ 2.19% |
$158K - $197K
|
9.55K
$7.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
204+ 76.98% |
$158K - $196K
|
469
$351K
|
|
|
Oct 21, 2024
Q3 2024
|
Roof Eidam & Maycock
|
BUY
|
- |
200+ 18.69% |
$154K - $192K
|
1.27K
$950K
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
200+ 10.13% |
$154K - $192K
|
2.17K
$1.63M
|
|
|
Nov 07, 2024
Q3 2024
|
Monetta Financial Services Inc
Wheaton, IL |
BUY
|
- |
200+ 12.5% |
$154K - $192K
|
1.8K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
200+ 66.67% |
$154K - $192K
|
500
$374K
|
|
|
Nov 14, 2024
Q3 2024
|
Sterling Wealth Management, Inc.
Champaign, IL |
BUY
|
- |
200+ 15.46% |
$154K - $192K
|
1.49K
$1.12M
|
|
|
Oct 04, 2024
Q3 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
199+ 19.08% |
$154K - $191K
|
1.24K
$929K
|
|
|
Oct 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
198+ 4.07% |
$153K - $190K
|
5.06K
$3.78M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
198+ 9.51% |
$153K - $190K
|
2.28K
$1.71M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
197+ 16.97% |
$152K - $189K
|
1.36K
$1.02M
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
197+ 2.32% |
$152K - $189K
|
8.69K
$6.5M
|
|
|
Nov 14, 2024
Q3 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
197+ 27.32% |
$152K - $189K
|
918
$687K
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
196+ 11.3% |
$151K - $188K
|
1.93K
$1.44M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
196+ 2.17% |
$151K - $188K
|
9.24K
$6.91M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
195+ 10.46% |
$151K - $187K
|
2.06K
$1.54M
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
195+ 2.39% |
$151K - $187K
|
8.35K
$6.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
194+ 1.06% |
$150K - $186K
|
18.5K
$13.8M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
192+ 54.86% |
$148K - $184K
|
542
$405K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
191+ 4.25% |
$147K - $183K
|
4.68K
$3.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
191+ 6.59% |
$147K - $183K
|
3.09K
$2.31M
|
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
190+ 2.14% |
$147K - $182K
|
9.09K
$6.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
189+ 0.71% |
$146K - $181K
|
26.8K
$20M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
189+ 3.52% |
$146K - $181K
|
5.55K
$4.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
188+ 9.67% |
$145K - $180K
|
2.13K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
188+ 19.3% |
$145K - $180K
|
1.16K
$869K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
187+ 11.83% |
$144K - $180K
|
1.77K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
187+ 2.15% |
$144K - $180K
|
8.89K
$6.65M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
186+ 3.86% |
$144K - $179K
|
5.01K
$3.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
183+ 18.5% |
$141K - $176K
|
1.17K
$877K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
182+ 4.2% |
$141K - $175K
|
4.51K
$3.38M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
182+ 4.0% |
$141K - $175K
|
4.73K
$3.54M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
181+ 6.1% |
$140K - $174K
|
3.15K
$2.36M
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
181+ 2.75% |
$140K - $174K
|
6.76K
$5.06M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
180+ 7.06% |
$139K - $173K
|
2.73K
$2.04M
|
|
|
Oct 30, 2024
Q3 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
180+ 4.92% |
$139K - $173K
|
3.84K
$2.87M
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
180+ 2.08% |
$139K - $173K
|
8.83K
$6.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
180+ 13.27% |
$139K - $173K
|
1.54K
$1.15M
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
179+ 9.21% |
$138K - $172K
|
2.12K
$1.59M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
178+ 30.43% |
$137K - $171K
|
763
$571K
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
178+ 3.18% |
$137K - $171K
|
5.77K
$4.32M
|