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 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
150+ 27.47% |
$116K - $144K
|
696
$549K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
150+ 36.14% |
$116K - $144K
|
565
$445K
|
|
|
Oct 18, 2024
Q3 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
147+ 3.36% |
$114K - $141K
|
4.53K
$3.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
147+ 22.58% |
$114K - $141K
|
798
$629K
|
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
143+ 35.14% |
$110K - $137K
|
550
$434K
|
|
|
Oct 22, 2024
Q3 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
142+ 7.89% |
$110K - $136K
|
1.94K
$1.53M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Shipley& CO LTD
London, X0 |
BUY
|
- |
142+ 10.13% |
$110K - $136K
|
1.54K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
141+ 22.17% |
$109K - $135K
|
777
$612K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
140+ 22.44% |
$108K - $134K
|
764
$602K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
140+ 0.39% |
$108K - $134K
|
35.7K
$28.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
140+ 2.46% |
$108K - $134K
|
5.83K
$4.6M
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
139+ 4.22% |
$107K - $133K
|
3.43K
$2.71M
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
138+ 0.28% |
$107K - $132K
|
50.2K
$39.5M
|
|
|
Oct 29, 2024
Q3 2024
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
138+ 11.32% |
$107K - $132K
|
1.36K
$1.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Walkner Condon Financial Advisors LLC
|
BUY
|
- |
138+ 17.31% |
$107K - $132K
|
935
$737K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
138+ 2.05% |
$107K - $132K
|
6.87K
$5.42M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
137+ 13.54% |
$106K - $132K
|
1.15K
$906K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
137+ 13.89% |
$106K - $132K
|
1.12K
$885K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
137+ 1.26% |
$106K - $132K
|
11K
$8.71M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
136+ 18.97% |
$105K - $131K
|
853
$672K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
135+ 1.89% |
$104K - $130K
|
7.27K
$5.73M
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
135+ 2.38% |
$104K - $130K
|
5.81K
$4.58M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
134+ 4.32% |
$103K - $129K
|
3.24K
$2.55M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
133+ 10.67% |
$103K - $128K
|
1.38K
$1.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
133+ 13.25% |
$103K - $128K
|
1.14K
$896K
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
133+ 31.89% |
$103K - $128K
|
550
$434K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
132+ 13.82% |
$102K - $127K
|
1.09K
$857K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
131+ 7.96% |
$101K - $126K
|
1.78K
$1.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
131+ 47.64% |
$101K - $126K
|
406
$320K
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
131+ 0.6% |
$101K - $126K
|
21.9K
$17.3M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
130+ 18.81% |
$100K - $125K
|
821
$647K
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
130+ 40.0% |
$100K - $125K
|
455
$359K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
128+ 5.28% |
$98.8K - $123K
|
2.55K
$2.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
128+ 8.64% |
$98.8K - $123K
|
1.61K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
128+ 2.26% |
$98.8K - $123K
|
5.8K
$4.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
127+ 13.93% |
$98.1K - $122K
|
1.04K
$819K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
127New |
$98.1K - $122K
|
127
$100K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
127+ 1.14% |
$98.1K - $122K
|
11.3K
$8.88M
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
126+ 6.56% |
$97.3K - $121K
|
2.05K
$1.61M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
125+ 2.12% |
$96.5K - $120K
|
6.03K
$4.75M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
125+ 260.42% |
$96.5K - $120K
|
173
$136K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
125+ 3.63% |
$96.5K - $120K
|
3.56K
$2.81M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
124+ 6.45% |
$95.7K - $119K
|
2.05K
$1.61M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
124+ 2.06% |
$95.7K - $119K
|
6.13K
$4.83M
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
123+ 18.11% |
$95K - $118K
|
802
$632K
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
123+ 1.37% |
$95K - $118K
|
9.08K
$7.16M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
123+ 45.05% |
$95K - $118K
|
396
$312K
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
123+ 0.26% |
$95K - $118K
|
46.7K
$36.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
123+ 42.71% |
$95K - $118K
|
411
$324K
|
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
122+ 5.89% |
$94.2K - $117K
|
2.19K
$1.73M
|