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 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
138+ 2.05% |
$107K - $132K
|
6.87K
$5.19M
|
|
|
Oct 30, 2024
Q3 2024
|
Heritage Investors Management Corp
|
BUY
|
- |
137+ 13.54% |
$106K - $132K
|
1.15K
$867K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
137+ 13.89% |
$106K - $132K
|
1.12K
$848K
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
137+ 1.26% |
$106K - $132K
|
11K
$8.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Pax Financial Group, LLC
San Antonio, TX |
BUY
|
- |
136+ 18.97% |
$105K - $131K
|
853
$644K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
135+ 1.89% |
$104K - $130K
|
7.27K
$5.49M
|
|
|
Nov 08, 2024
Q3 2024
|
Tradewinds, Llc.
Raleigh, NC |
BUY
|
- |
135+ 2.38% |
$104K - $130K
|
5.81K
$4.39M
|
|
|
Oct 29, 2024
Q3 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
134+ 4.32% |
$103K - $129K
|
3.24K
$2.44M
|
|
|
Oct 16, 2024
Q3 2024
|
Drake & Associates, LLC
Waukesha, WI |
BUY
|
- |
133+ 10.67% |
$103K - $128K
|
1.38K
$1.04M
|
|
|
Oct 31, 2024
Q3 2024
|
Jb Capital LLC
|
BUY
|
- |
133+ 13.25% |
$103K - $128K
|
1.14K
$858K
|
|
|
Nov 07, 2024
Q3 2024
|
Baron Wealth Management LLC
Troy, MI |
BUY
|
- |
133+ 31.89% |
$103K - $128K
|
550
$415K
|
|
|
Nov 12, 2024
Q3 2024
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
BUY
|
- |
132+ 13.82% |
$102K - $127K
|
1.09K
$821K
|
|
|
Oct 07, 2024
Q3 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
131+ 7.96% |
$101K - $126K
|
1.78K
$1.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
131+ 47.64% |
$101K - $126K
|
406
$307K
|
|
|
Oct 16, 2024
Q3 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
131+ 0.6% |
$101K - $126K
|
21.9K
$16.6M
|
|
|
Oct 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
130+ 18.81% |
$100K - $125K
|
821
$620K
|
|
|
Nov 05, 2024
Q3 2024
|
Moser Wealth Advisors, LLC
|
BUY
|
- |
130+ 40.0% |
$100K - $125K
|
455
$344K
|
|
|
Nov 07, 2024
Q3 2024
|
Wrapmanager Inc
|
BUY
|
- |
128+ 5.28% |
$98.8K - $123K
|
2.55K
$1.93M
|
|
|
Nov 13, 2024
Q3 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
128+ 8.64% |
$98.8K - $123K
|
1.61K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
Sym Financial Corp
|
BUY
|
- |
128+ 2.26% |
$98.8K - $123K
|
5.8K
$4.37M
|
|
|
Nov 01, 2024
Q3 2024
|
Carson Advisory Inc.
|
BUY
|
- |
127+ 13.93% |
$98.1K - $122K
|
1.04K
$784K
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Holdings, LLC
Tulsa, OK |
BUY
|
- |
127New |
$98.1K - $122K
|
127
$95.9K
|
|
|
Nov 13, 2024
Q3 2024
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
127+ 1.14% |
$98.1K - $122K
|
11.3K
$8.5M
|
|
|
Oct 22, 2024
Q3 2024
|
Meadow Creek Wealth Advisors LLC
|
BUY
|
- |
126+ 6.56% |
$97.3K - $121K
|
2.05K
$1.55M
|
|
|
Oct 11, 2024
Q3 2024
|
Grove Bank & Trust
|
BUY
|
- |
125+ 2.12% |
$96.5K - $120K
|
6.03K
$4.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
125+ 260.42% |
$96.5K - $120K
|
173
$131K
|
|
|
Nov 08, 2024
Q3 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
BUY
|
- |
125+ 3.63% |
$96.5K - $120K
|
3.56K
$2.69M
|
|
|
Oct 16, 2024
Q3 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
124+ 6.45% |
$95.7K - $119K
|
2.05K
$1.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
124+ 2.06% |
$95.7K - $119K
|
6.13K
$4.63M
|
|
|
Oct 10, 2024
Q3 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
BUY
|
- |
123+ 18.11% |
$95K - $118K
|
802
$605K
|
|
|
Oct 11, 2024
Q3 2024
|
Elk River Wealth Management, LLC
|
BUY
|
- |
123+ 1.37% |
$95K - $118K
|
9.08K
$6.86M
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
123+ 45.05% |
$95K - $118K
|
396
$299K
|
|
|
Oct 21, 2024
Q3 2024
|
Maple Capital Management, Inc.
|
BUY
|
- |
123+ 0.26% |
$95K - $118K
|
46.7K
$35.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
123+ 42.71% |
$95K - $118K
|
411
$310K
|
|
|
Oct 09, 2024
Q3 2024
|
Brendel Financial Advisors LLC
|
BUY
|
- |
122+ 5.89% |
$94.2K - $117K
|
2.19K
$1.65M
|
|
|
Oct 09, 2024
Q3 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
122+ 14.58% |
$94.2K - $117K
|
959
$724K
|
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
BUY
|
- |
122+ 1.52% |
$94.2K - $117K
|
8.15K
$6.15M
|
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
122+ 50.62% |
$94.2K - $117K
|
363
$274K
|
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
122+ 1.23% |
$94.2K - $117K
|
10K
$7.57M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
122+ 0.36% |
$94.2K - $117K
|
34K
$25.6M
|
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
121+ 12.06% |
$93.4K - $116K
|
1.12K
$849K
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
121+ 1.77% |
$93.4K - $116K
|
6.95K
$5.25M
|
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
121+ 1.46% |
$93.4K - $116K
|
8.41K
$6.35M
|
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
121+ 10.66% |
$93.4K - $116K
|
1.26K
$948K
|
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
119+ 36.5% |
$91.9K - $114K
|
445
$336K
|
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
119+ 7.6% |
$91.9K - $114K
|
1.68K
$1.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
118+ 12.83% |
$91.1K - $113K
|
1.04K
$784K
|
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
117+ 2.34% |
$90.3K - $112K
|
5.12K
$3.87M
|
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
117+ 32.32% |
$90.3K - $112K
|
479
$362K
|
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
117+ 9.55% |
$90.3K - $112K
|
1.34K
$1.01M
|