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 29, 2024
Q3 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
198+ 4.07% |
$153K - $190K
|
5.06K
$3.98M
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
198+ 9.51% |
$153K - $190K
|
2.28K
$1.79M
|
|
|
Oct 08, 2024
Q3 2024
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
BUY
|
- |
197+ 16.97% |
$152K - $189K
|
1.36K
$1.07M
|
|
|
Oct 16, 2024
Q3 2024
|
Mezzasalma Advisors, LLC
|
BUY
|
- |
197+ 2.32% |
$152K - $189K
|
8.69K
$6.84M
|
|
|
Nov 14, 2024
Q3 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
BUY
|
- |
197+ 27.32% |
$152K - $189K
|
918
$722K
|
|
|
Oct 07, 2024
Q3 2024
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
BUY
|
- |
196+ 11.3% |
$151K - $188K
|
1.93K
$1.52M
|
|
|
Nov 12, 2024
Q3 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
196+ 2.17% |
$151K - $188K
|
9.24K
$7.27M
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
195+ 10.46% |
$151K - $187K
|
2.06K
$1.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
195+ 2.39% |
$151K - $187K
|
8.35K
$6.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
194+ 1.06% |
$150K - $186K
|
18.5K
$14.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Nova Scotia Trust CO
|
BUY
|
- |
192+ 54.86% |
$148K - $184K
|
542
$427K
|
|
|
Oct 25, 2024
Q3 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
191+ 4.25% |
$147K - $183K
|
4.68K
$3.69M
|
|
|
Oct 29, 2024
Q3 2024
|
Prosperitas Financial LLC
Valencia, CA |
BUY
|
- |
191+ 6.59% |
$147K - $183K
|
3.09K
$2.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Sierra Summit Advisors LLC
Incline Village, NV |
BUY
|
- |
190+ 2.14% |
$147K - $182K
|
9.09K
$7.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
189+ 0.71% |
$146K - $181K
|
26.8K
$21.1M
|
|
|
Nov 19, 2024
Q3 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
189+ 3.52% |
$146K - $181K
|
5.55K
$4.37M
|
|
|
Oct 30, 2024
Q3 2024
|
Fiduciary Family Office, LLC
Boca Raton, FL |
BUY
|
- |
188+ 9.67% |
$145K - $180K
|
2.13K
$1.68M
|
|
|
Nov 12, 2024
Q3 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
188+ 19.3% |
$145K - $180K
|
1.16K
$914K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
187+ 11.83% |
$144K - $180K
|
1.77K
$1.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
187+ 2.15% |
$144K - $180K
|
8.89K
$7M
|
|
|
Oct 31, 2024
Q3 2024
|
Keudell
|
BUY
|
- |
186+ 3.86% |
$144K - $179K
|
5.01K
$3.94M
|
|
|
Apr 28, 2025
Q3 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
185+ 39.7% |
$143K - $178K
|
651
$512K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
BUY
|
- |
183+ 18.5% |
$141K - $176K
|
1.17K
$922K
|
|
|
Oct 18, 2024
Q3 2024
|
West Branch Capital LLC
|
BUY
|
- |
182+ 4.2% |
$141K - $175K
|
4.51K
$3.55M
|
|
|
Oct 29, 2024
Q3 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
182+ 4.0% |
$141K - $175K
|
4.73K
$3.72M
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
181+ 6.1% |
$140K - $174K
|
3.15K
$2.48M
|
|
|
Oct 25, 2024
Q3 2024
|
Highview Capital Management LLC
|
BUY
|
- |
181+ 2.75% |
$140K - $174K
|
6.76K
$5.32M
|
|
|
Oct 18, 2024
Q3 2024
|
E&G Advisors, LP
|
BUY
|
- |
180+ 7.06% |
$139K - $173K
|
2.73K
$2.15M
|
|
|
Oct 30, 2024
Q3 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
180+ 4.92% |
$139K - $173K
|
3.84K
$3.02M
|
|
|
Nov 08, 2024
Q3 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
180+ 2.08% |
$139K - $173K
|
8.83K
$6.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
180+ 13.27% |
$139K - $173K
|
1.54K
$1.21M
|
|
|
Nov 08, 2024
Q3 2024
|
Westover Capital Advisors, LLC
Wilmington, DE |
BUY
|
- |
179+ 9.21% |
$138K - $172K
|
2.12K
$1.67M
|
|
|
Oct 07, 2024
Q3 2024
|
Callan Family Office, LLC
Radnor, PA |
BUY
|
- |
178+ 30.43% |
$137K - $171K
|
763
$600K
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
178+ 3.18% |
$137K - $171K
|
5.77K
$4.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
177+ 4.89% |
$137K - $170K
|
3.8K
$2.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
177+ 26.22% |
$137K - $170K
|
852
$670K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
176+ 25.58% |
$136K - $169K
|
864
$680K
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
176+ 19.73% |
$136K - $169K
|
1.07K
$840K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
175+ 14.37% |
$135K - $168K
|
1.39K
$1.1M
|
|
|
Oct 09, 2024
Q3 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
172+ 1.17% |
$133K - $165K
|
14.9K
$11.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
172+ 13.97% |
$133K - $165K
|
1.4K
$1.1M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
170+ 63.2% |
$131K - $163K
|
439
$345K
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
170+ 5.61% |
$131K - $163K
|
3.2K
$2.52M
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
170+ 8.65% |
$131K - $163K
|
2.14K
$1.68M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
170+ 16.08% |
$131K - $163K
|
1.23K
$966K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
169+ 3.63% |
$130K - $162K
|
4.83K
$3.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
169+ 5.9% |
$130K - $162K
|
3.03K
$2.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
167+ 1.97% |
$129K - $160K
|
8.63K
$6.79M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
166+ 3.55% |
$128K - $159K
|
4.84K
$3.81M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
166+ 13.31% |
$128K - $159K
|
1.41K
$1.11M
|