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 09, 2024
Q3 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
122+ 14.58% |
$94.2K - $117K
|
959
$756K
|
|
Oct 11, 2024
Q3 2024
|
Woodstock Corp
|
BUY
|
- |
122+ 1.52% |
$94.2K - $117K
|
8.15K
$6.42M
|
|
Oct 18, 2024
Q3 2024
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
122+ 50.62% |
$94.2K - $117K
|
363
$286K
|
|
Oct 29, 2024
Q3 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
122+ 1.23% |
$94.2K - $117K
|
10K
$7.9M
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
122+ 0.36% |
$94.2K - $117K
|
34K
$26.8M
|
|
Oct 17, 2024
Q3 2024
|
Family Firm, Inc.
|
BUY
|
- |
121+ 12.06% |
$93.4K - $116K
|
1.12K
$886K
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
121+ 1.77% |
$93.4K - $116K
|
6.95K
$5.48M
|
|
Nov 05, 2024
Q3 2024
|
Simmons Bank
|
BUY
|
- |
121+ 1.46% |
$93.4K - $116K
|
8.41K
$6.63M
|
|
Nov 18, 2024
Q3 2024
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
121+ 10.66% |
$93.4K - $116K
|
1.26K
$990K
|
|
Oct 10, 2024
Q3 2024
|
Brown Miller Wealth Management, LLC
|
BUY
|
- |
119+ 36.5% |
$91.9K - $114K
|
445
$351K
|
|
Oct 24, 2024
Q3 2024
|
Zimmermann Investment Management & Planning LLC
|
BUY
|
- |
119+ 7.6% |
$91.9K - $114K
|
1.68K
$1.33M
|
|
Nov 07, 2024
Q3 2024
|
Knuff & CO LLC
Foster City, CA |
BUY
|
- |
118+ 12.83% |
$91.1K - $113K
|
1.04K
$818K
|
|
Oct 15, 2024
Q3 2024
|
Allen Mooney & Barnes Investment Advisors LLC
Thomasville, GA |
BUY
|
- |
117+ 2.34% |
$90.3K - $112K
|
5.12K
$4.04M
|
|
Oct 09, 2024
Q3 2024
|
Modus Advisors, LLC
|
BUY
|
- |
117+ 32.32% |
$90.3K - $112K
|
479
$378K
|
|
Oct 15, 2024
Q3 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
117+ 9.55% |
$90.3K - $112K
|
1.34K
$1.06M
|
|
Nov 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
117+ 20.45% |
$90.3K - $112K
|
689
$543K
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
116+ 9.47% |
$89.6K - $111K
|
1.34K
$1.06M
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
116+ 5.21% |
$89.6K - $111K
|
2.34K
$1.85M
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
115+ 5.65% |
$88.8K - $110K
|
2.15K
$1.69M
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
115+ 11.2% |
$88.8K - $110K
|
1.14K
$900K
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
115+ 11.55% |
$88.8K - $110K
|
1.11K
$876K
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
113+ 28.61% |
$87.3K - $108K
|
508
$400K
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
113+ 2.53% |
$87.3K - $108K
|
4.58K
$3.61M
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
113+ 13.97% |
$87.3K - $108K
|
922
$727K
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
113+ 8.05% |
$87.3K - $108K
|
1.52K
$1.19M
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
113+ 2.07% |
$87.3K - $108K
|
5.57K
$4.39M
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
111+ 2.1% |
$85.7K - $107K
|
5.39K
$4.25M
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
111+ 0.7% |
$85.7K - $107K
|
16K
$12.6M
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
110+ 2.84% |
$84.9K - $106K
|
3.98K
$3.14M
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
109+ 1.97% |
$84.2K - $105K
|
5.64K
$4.44M
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
109+ 3.48% |
$84.2K - $105K
|
3.24K
$2.55M
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
109+ 8.08% |
$84.2K - $105K
|
1.46K
$1.15M
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
109+ 0.62% |
$84.2K - $105K
|
17.8K
$14M
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
109+ 12.84% |
$84.2K - $105K
|
958
$755K
|
|
Nov 13, 2024
Q3 2024
|
Brandywine Managers, LLC
Hockessin, DE |
BUY
|
- |
109+ 18.54% |
$84.2K - $105K
|
697
$549K
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
108+ 5.54% |
$83.4K - $104K
|
2.06K
$1.62M
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
108+ 5.78% |
$83.4K - $104K
|
1.98K
$1.56M
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
107+ 19.78% |
$82.6K - $103K
|
648
$511K
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
107+ 1.74% |
$82.6K - $103K
|
6.24K
$4.92M
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
106+ 40.15% |
$81.8K - $102K
|
370
$292K
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
106+ 20.58% |
$81.8K - $102K
|
621
$489K
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
105+ 30.97% |
$81.1K - $101K
|
444
$350K
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
105+ 4.49% |
$81.1K - $101K
|
2.45K
$1.93M
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
105+ 1.11% |
$81.1K - $101K
|
9.56K
$7.53M
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
105New |
$81.1K - $101K
|
105
$82.8K
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
105+ 5.55% |
$81.1K - $101K
|
2K
$1.57M
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
104+ 3.59% |
$80.3K - $99.8K
|
3K
$2.37M
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
103+ 0.39% |
$79.5K - $98.9K
|
26.5K
$20.9M
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
103+ 20.93% |
$79.5K - $98.9K
|
595
$469K
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
102+ 32.9% |
$78.8K - $97.9K
|
412
$325K
|