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 22, 2024
Q3 2024
|
Saxony Capital Management, LLC
St. Louis, MO |
BUY
|
- |
165+ 7.78% |
$127K - $158K
|
2.29K
$1.8M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
165+ 7.98% |
$127K - $158K
|
2.23K
$1.76M
|
|
|
Oct 31, 2024
Q3 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
165+ 5.76% |
$127K - $158K
|
3.03K
$2.38M
|
|
|
Oct 25, 2024
Q3 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
163+ 3.66% |
$126K - $156K
|
4.62K
$3.63M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
163+ 3.86% |
$126K - $156K
|
4.39K
$3.45M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
163+ 2.44% |
$126K - $156K
|
6.85K
$5.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
163+ 14.35% |
$126K - $156K
|
1.3K
$1.02M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
162+ 1.4% |
$125K - $156K
|
11.7K
$9.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
162+ 25.39% |
$125K - $156K
|
800
$630K
|
|
|
Oct 30, 2024
Q3 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
BUY
|
- |
161+ 12.93% |
$124K - $155K
|
1.41K
$1.11M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
161+ 6.52% |
$124K - $155K
|
2.63K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
161+ 2.46% |
$124K - $155K
|
6.7K
$5.27M
|
|
|
Nov 13, 2024
Q3 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
161+ 23.07% |
$124K - $155K
|
859
$676K
|
|
|
Nov 05, 2024
Q3 2024
|
Mengis Capital Management, Inc.
|
BUY
|
- |
160+ 2.16% |
$124K - $154K
|
7.56K
$5.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
158+ 5.96% |
$122K - $152K
|
2.81K
$2.21M
|
|
|
Nov 21, 2024
Q3 2024
|
Fulcrum Equity Management
|
BUY
|
- |
157+ 38.77% |
$121K - $151K
|
562
$442K
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
156+ 2.71% |
$120K - $150K
|
5.91K
$4.65M
|
|
|
Oct 30, 2024
Q3 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
156+ 13.82% |
$120K - $150K
|
1.29K
$1.01M
|
|
|
Oct 29, 2024
Q3 2024
|
Leeward Financial Partners, LLC
|
BUY
|
- |
155+ 3.81% |
$120K - $149K
|
4.23K
$3.33M
|
|
|
Oct 31, 2024
Q3 2024
|
J.P. Marvel Investment Advisors, LLC
|
BUY
|
- |
155+ 0.28% |
$120K - $149K
|
56K
$44.1M
|
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
155+ 15.58% |
$120K - $149K
|
1.15K
$905K
|
|
|
Nov 12, 2024
Q3 2024
|
Mosley Wealth Management
Anaheim, CA |
BUY
|
- |
155+ 17.07% |
$120K - $149K
|
1.06K
$836K
|
|
|
Nov 13, 2024
Q3 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
155+ 0.87% |
$120K - $149K
|
18K
$14.1M
|
|
|
Oct 21, 2024
Q3 2024
|
Ledyard National Bank
|
BUY
|
- |
153+ 3.49% |
$118K - $147K
|
4.54K
$3.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Rovin Capital
|
BUY
|
- |
153+ 60.71% |
$118K - $147K
|
405
$319K
|
|
|
Nov 12, 2024
Q3 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
BUY
|
- |
152+ 10.15% |
$117K - $146K
|
1.65K
$1.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
BUY
|
- |
151+ 7.32% |
$117K - $145K
|
2.22K
$1.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
151+ 7.34% |
$117K - $145K
|
2.21K
$1.74M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
150+ 17.58% |
$116K - $144K
|
1K
$789K
|
|
|
Oct 31, 2024
Q3 2024
|
Keb Asset Management, LLC
Springfield, IL |
BUY
|
- |
150+ 17.65% |
$116K - $144K
|
1K
$787K
|
|
|
Oct 31, 2024
Q3 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
150+ 27.47% |
$116K - $144K
|
696
$548K
|
|
|
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
$3.56M
|
|
|
Nov 01, 2024
Q3 2024
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
147+ 22.58% |
$114K - $141K
|
798
$628K
|
|
|
Oct 18, 2024
Q3 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
BUY
|
- |
143+ 35.14% |
$110K - $137K
|
550
$433K
|
|
|
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
$611K
|
|
|
Oct 15, 2024
Q3 2024
|
Investment Advisory Group, LLC
|
BUY
|
- |
140+ 22.44% |
$108K - $134K
|
764
$601K
|
|
|
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
$4.59M
|
|
|
Oct 16, 2024
Q3 2024
|
Strategic Planning Group, LLC
Bountiful, UT |
BUY
|
- |
139+ 4.22% |
$107K - $133K
|
3.43K
$2.7M
|
|
|
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
$736K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
138+ 2.05% |
$107K - $132K
|
6.87K
$5.41M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
137+ 13.54% |
$106K - $132K
|
1.15K
$904K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
137+ 13.89% |
$106K - $132K
|
1.12K
$884K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
137+ 1.26% |
$106K - $132K
|
11K
$8.69M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
136+ 18.97% |
$105K - $131K
|
853
$671K
|