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 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
177+ 4.89% |
$137K - $170K
|
3.8K
$2.84M
|
|
|
Nov 12, 2024
Q3 2024
|
Gen Trust, LLC
|
BUY
|
- |
177+ 26.22% |
$137K - $170K
|
852
$637K
|
|
|
Nov 12, 2024
Q3 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
176+ 25.58% |
$136K - $169K
|
864
$646K
|
|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
176+ 19.73% |
$136K - $169K
|
1.07K
$799K
|
|
|
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
$1.04M
|
|
|
Oct 09, 2024
Q3 2024
|
Ccm Investment Advisers LLC
|
BUY
|
- |
172+ 1.17% |
$133K - $165K
|
14.9K
$11.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
172+ 13.97% |
$133K - $165K
|
1.4K
$1.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
170+ 63.2% |
$131K - $163K
|
439
$328K
|
|
|
Oct 29, 2024
Q3 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
BUY
|
- |
170+ 5.61% |
$131K - $163K
|
3.2K
$2.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
170+ 8.65% |
$131K - $163K
|
2.14K
$1.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
170+ 16.08% |
$131K - $163K
|
1.23K
$918K
|
|
|
Oct 07, 2024
Q3 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
169+ 3.63% |
$130K - $162K
|
4.83K
$3.61M
|
|
|
Nov 06, 2024
Q3 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
169+ 5.9% |
$130K - $162K
|
3.03K
$2.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
BUY
|
- |
167+ 1.97% |
$129K - $160K
|
8.63K
$6.45M
|
|
|
Oct 25, 2024
Q3 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
166+ 3.55% |
$128K - $159K
|
4.84K
$3.62M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
166+ 13.31% |
$128K - $159K
|
1.41K
$1.06M
|
|
|
Oct 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
165+ 7.78% |
$127K - $158K
|
2.29K
$1.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
165+ 7.98% |
$127K - $158K
|
2.23K
$1.67M
|
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
165+ 5.76% |
$127K - $158K
|
3.03K
$2.27M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
163+ 3.66% |
$126K - $156K
|
4.62K
$3.45M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
163+ 3.86% |
$126K - $156K
|
4.39K
$3.28M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
163+ 2.44% |
$126K - $156K
|
6.85K
$5.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
163+ 14.35% |
$126K - $156K
|
1.3K
$972K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
162+ 1.4% |
$125K - $156K
|
11.7K
$8.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
162+ 25.39% |
$125K - $156K
|
800
$598K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
161+ 12.93% |
$124K - $155K
|
1.41K
$1.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
161+ 6.52% |
$124K - $155K
|
2.63K
$1.97M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
161+ 2.46% |
$124K - $155K
|
6.7K
$5.01M
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
161+ 23.07% |
$124K - $155K
|
859
$643K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
160+ 2.16% |
$124K - $154K
|
7.56K
$5.65M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
158+ 5.96% |
$122K - $152K
|
2.81K
$2.1M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
157+ 38.77% |
$121K - $151K
|
562
$420K
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
156+ 2.71% |
$120K - $150K
|
5.91K
$4.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
156+ 13.82% |
$120K - $150K
|
1.29K
$961K
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
155+ 3.81% |
$120K - $149K
|
4.23K
$3.16M
|
|
|
Oct 31, 2024
Q3 2024
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
155+ 0.28% |
$120K - $149K
|
56K
$41.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
155+ 15.58% |
$120K - $149K
|
1.15K
$860K
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
155+ 17.07% |
$120K - $149K
|
1.06K
$795K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
155+ 0.87% |
$120K - $149K
|
18K
$13.4M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
153+ 3.49% |
$118K - $147K
|
4.54K
$3.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
153+ 60.71% |
$118K - $147K
|
405
$303K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
152+ 10.15% |
$117K - $146K
|
1.65K
$1.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
151+ 7.32% |
$117K - $145K
|
2.22K
$1.66M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
151+ 7.34% |
$117K - $145K
|
2.21K
$1.65M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
150+ 17.58% |
$116K - $144K
|
1K
$750K
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
150+ 17.65% |
$116K - $144K
|
1K
$748K
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
150+ 27.47% |
$116K - $144K
|
696
$521K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
150+ 36.14% |
$116K - $144K
|
565
$423K
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
147+ 3.36% |
$114K - $141K
|
4.53K
$3.39M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
147+ 22.58% |
$114K - $141K
|
798
$597K
|