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 13, 2024
Q3 2024
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
117+ 20.45% |
$90.3K - $112K
|
689
$520K
|
|
|
Oct 23, 2024
Q3 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
116+ 9.47% |
$89.6K - $111K
|
1.34K
$1.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
116+ 5.21% |
$89.6K - $111K
|
2.34K
$1.77M
|
|
|
Oct 22, 2024
Q3 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
115+ 5.65% |
$88.8K - $110K
|
2.15K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
115+ 11.2% |
$88.8K - $110K
|
1.14K
$862K
|
|
|
Nov 14, 2024
Q3 2024
|
Black Diamond Wealth Management Inc.
|
BUY
|
- |
115+ 11.55% |
$88.8K - $110K
|
1.11K
$839K
|
|
|
Nov 29, 2024
Q3 2024
|
American Trust
Lexington, KY |
BUY
|
- |
115+ 4.62% |
$88.8K - $110K
|
2.6K
$1.97M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
113+ 28.61% |
$87.3K - $108K
|
508
$384K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
113+ 2.53% |
$87.3K - $108K
|
4.58K
$3.46M
|
|
|
Oct 22, 2024
Q3 2024
|
Mason & Associates Inc
|
BUY
|
- |
113+ 13.97% |
$87.3K - $108K
|
922
$696K
|
|
|
Nov 01, 2024
Q3 2024
|
Pegasus Partners Ltd.
Mequon, WI |
BUY
|
- |
113+ 8.05% |
$87.3K - $108K
|
1.52K
$1.14M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
113+ 2.07% |
$87.3K - $108K
|
5.57K
$4.21M
|
|
|
Oct 08, 2024
Q3 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
111+ 2.1% |
$85.7K - $107K
|
5.39K
$4.07M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
111+ 0.7% |
$85.7K - $107K
|
16K
$12.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
110+ 2.84% |
$84.9K - $106K
|
3.98K
$3M
|
|
|
Sep 09, 2025
Q3 2024
|
Cambridge Financial Group, LLC
Tucson, AZ |
BUY
|
- |
110+ 10.39% |
$84.9K - $106K
|
1.17K
$883K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
109+ 1.97% |
$84.2K - $105K
|
5.64K
$4.26M
|
|
|
Oct 24, 2024
Q3 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
109+ 3.48% |
$84.2K - $105K
|
3.24K
$2.44M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
109+ 8.08% |
$84.2K - $105K
|
1.46K
$1.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
109+ 0.62% |
$84.2K - $105K
|
17.8K
$13.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Edmonds Duncan Registered Investment Advisors, LLC
|
BUY
|
- |
109+ 12.84% |
$84.2K - $105K
|
958
$723K
|
|
|
Nov 13, 2024
Q3 2024
|
Brandywine Managers, LLC
Hockessin, DE |
BUY
|
- |
109+ 18.54% |
$84.2K - $105K
|
697
$526K
|
|
|
Oct 24, 2024
Q3 2024
|
Asahi Life Asset Management Co., Ltd.
|
BUY
|
- |
108+ 5.54% |
$83.4K - $104K
|
2.06K
$1.55M
|
|
|
Nov 14, 2024
Q3 2024
|
Aire Advisors, LLC
Beverly Hills, CA |
BUY
|
- |
108+ 5.78% |
$83.4K - $104K
|
1.98K
$1.49M
|
|
|
Oct 04, 2024
Q3 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
BUY
|
- |
107+ 19.78% |
$82.6K - $103K
|
648
$489K
|
|
|
Oct 07, 2024
Q3 2024
|
Hurlow Wealth Management Group, Inc.
|
BUY
|
- |
107+ 1.74% |
$82.6K - $103K
|
6.24K
$4.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
106+ 40.15% |
$81.8K - $102K
|
370
$279K
|
|
|
Nov 12, 2024
Q3 2024
|
Rooted Wealth Advisors, Inc.
Bourbonnais, IL |
BUY
|
- |
106+ 20.58% |
$81.8K - $102K
|
621
$469K
|
|
|
Oct 08, 2024
Q3 2024
|
Saxon Interests, Inc.
|
BUY
|
- |
105+ 30.97% |
$81.1K - $101K
|
444
$335K
|
|
|
Oct 25, 2024
Q3 2024
|
Childress Capital Advisors, LLC
Houston, TX |
BUY
|
- |
105+ 4.49% |
$81.1K - $101K
|
2.45K
$1.85M
|
|
|
Oct 29, 2024
Q3 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
105+ 1.11% |
$81.1K - $101K
|
9.56K
$7.21M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
105New |
$81.1K - $101K
|
105
$79.3K
|
|
|
Nov 06, 2024
Q3 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
105+ 5.55% |
$81.1K - $101K
|
2K
$1.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Guyasuta Investment Advisors Inc
|
BUY
|
- |
104+ 3.59% |
$80.3K - $99.8K
|
3K
$2.27M
|
|
|
Oct 08, 2024
Q3 2024
|
Abner Herrman & Brock LLC
|
BUY
|
- |
103+ 0.39% |
$79.5K - $98.9K
|
26.5K
$20M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
103+ 20.93% |
$79.5K - $98.9K
|
595
$449K
|
|
|
Nov 05, 2024
Q3 2024
|
One Day In July LLC
|
BUY
|
- |
102+ 32.9% |
$78.8K - $97.9K
|
412
$311K
|
|
|
Oct 24, 2024
Q3 2024
|
Tfc Financial Management
|
BUY
|
- |
101+ 40.56% |
$78K - $97K
|
350
$264K
|
|
|
Nov 13, 2024
Q3 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
101+ 0.49% |
$78K - $97K
|
20.6K
$15.6M
|
|
|
Nov 15, 2024
Q3 2024
|
Wilson & Boucher Capital Management, LLC
|
BUY
|
- |
101+ 15.81% |
$78K - $97K
|
740
$559K
|
|
|
Oct 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
100+ 20.0% |
$77.2K - $96K
|
600
$453K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
100+ 1.42% |
$77.2K - $96K
|
7.13K
$5.38M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
100+ 5.68% |
$77.2K - $96K
|
1.86K
$1.4M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
100+ 2.21% |
$77.2K - $96K
|
4.62K
$3.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
100+ 0.27% |
$77.2K - $96K
|
36.7K
$27.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
100+ 9.71% |
$77.2K - $96K
|
1.13K
$853K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
99+ 12.12% |
$76.4K - $95K
|
916
$692K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
99+ 8.19% |
$76.4K - $95K
|
1.31K
$987K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
99+ 3.57% |
$76.4K - $95K
|
2.87K
$2.17M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
98+ 2.43% |
$75.7K - $94.1K
|
4.13K
$3.12M
|