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 16, 2024
Q3 2024
|
Big Sur Wealth Management LLC
Miami, FL |
BUY
|
- |
100+ 20.0% |
$77.2K - $96K
|
600
$449K
|
|
|
Oct 29, 2024
Q3 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
100+ 1.42% |
$77.2K - $96K
|
7.13K
$5.33M
|
|
|
Nov 06, 2024
Q3 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
100+ 5.68% |
$77.2K - $96K
|
1.86K
$1.39M
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Wealth Services
|
BUY
|
- |
100+ 2.21% |
$77.2K - $96K
|
4.62K
$3.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Omers Administration Corp
Toronto, A6 |
BUY
|
- |
100+ 0.27% |
$77.2K - $96K
|
36.7K
$27.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Wallace Capital Management Inc.
Dallas, TX |
BUY
|
- |
100+ 9.71% |
$77.2K - $96K
|
1.13K
$845K
|
|
|
Oct 15, 2024
Q3 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
99+ 12.12% |
$76.4K - $95K
|
916
$685K
|
|
|
Nov 14, 2024
Q3 2024
|
Berkeley Capital Partners, LLC
|
BUY
|
- |
99+ 8.19% |
$76.4K - $95K
|
1.31K
$978K
|
|
|
Nov 14, 2024
Q3 2024
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
BUY
|
- |
99+ 3.57% |
$76.4K - $95K
|
2.87K
$2.15M
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
98+ 2.43% |
$75.7K - $94.1K
|
4.13K
$3.09M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
98+ 36.16% |
$75.7K - $94.1K
|
369
$276K
|
|
|
Oct 25, 2024
Q3 2024
|
Washington Trust CO
|
BUY
|
- |
98+ 0.51% |
$75.7K - $94.1K
|
19.5K
$14.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
98+ 14.0% |
$75.7K - $94.1K
|
798
$597K
|
|
|
Oct 09, 2024
Q3 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
97+ 6.49% |
$74.9K - $93.1K
|
1.59K
$1.19M
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
97+ 0.99% |
$74.9K - $93.1K
|
9.93K
$7.43M
|
|
|
Oct 11, 2024
Q3 2024
|
Iams Wealth Management, LLC
Omaha, NE |
BUY
|
- |
96+ 21.82% |
$74.1K - $92.2K
|
536
$401K
|
|
|
Oct 03, 2024
Q3 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
95+ 9.68% |
$73.4K - $91.2K
|
1.08K
$805K
|
|
|
Oct 08, 2024
Q3 2024
|
Adirondack Trust CO
|
BUY
|
- |
95+ 2.07% |
$73.4K - $91.2K
|
4.68K
$3.5M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
94+ 0.7% |
$72.6K - $90.2K
|
13.5K
$10.1M
|
|
|
Nov 07, 2024
Q3 2024
|
Equita Financial Network, Inc.
Fort Washington, PA |
BUY
|
- |
94+ 12.89% |
$72.6K - $90.2K
|
823
$616K
|
|
|
Oct 07, 2024
Q3 2024
|
Evanson Asset Management, LLC
|
BUY
|
- |
93+ 6.59% |
$71.8K - $89.3K
|
1.51K
$1.13M
|
|
|
Oct 18, 2024
Q3 2024
|
Veracity Capital LLC
|
BUY
|
- |
93+ 2.94% |
$71.8K - $89.3K
|
3.25K
$2.43M
|
|
|
Nov 13, 2024
Q3 2024
|
Rs Crum Inc.
|
BUY
|
- |
93+ 29.62% |
$71.8K - $89.3K
|
407
$304K
|
|
|
Oct 07, 2024
Q3 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
92+ 12.37% |
$71K - $88.3K
|
836
$625K
|
|
|
Oct 15, 2024
Q3 2024
|
Members Trust CO
|
BUY
|
- |
92+ 28.93% |
$71K - $88.3K
|
410
$307K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
92+ 16.49% |
$71K - $88.3K
|
650
$486K
|
|
|
Oct 09, 2024
Q3 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
BUY
|
- |
91+ 33.09% |
$70.3K - $87.4K
|
366
$274K
|
|
|
Oct 24, 2024
Q3 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
91+ 4.88% |
$70.3K - $87.4K
|
1.96K
$1.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
91+ 8.71% |
$70.3K - $87.4K
|
1.14K
$850K
|
|
|
Nov 14, 2024
Q3 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
91+ 2.71% |
$70.3K - $87.4K
|
3.45K
$2.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
BUY
|
- |
90+ 2.32% |
$69.5K - $86.4K
|
3.97K
$2.97M
|
|
|
Oct 21, 2024
Q3 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
89+ 13.82% |
$68.7K - $85.4K
|
733
$548K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
89+ 5.06% |
$68.7K - $85.4K
|
1.85K
$1.38M
|
|
|
Oct 16, 2024
Q3 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
88+ 0.36% |
$67.9K - $84.5K
|
24.6K
$18.4M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
88+ 4.88% |
$67.9K - $84.5K
|
1.89K
$1.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Morgan Dempsey Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
88+ 382.61% |
$67.9K - $84.5K
|
111
$83K
|
|
|
Oct 10, 2024
Q3 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
87+ 13.59% |
$67.2K - $83.5K
|
727
$544K
|
|
|
Nov 06, 2024
Q3 2024
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
86+ 1.67% |
$66.4K - $82.6K
|
5.24K
$3.92M
|
|
|
Nov 13, 2024
Q3 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
86+ 4.78% |
$66.4K - $82.6K
|
1.89K
$1.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
86+ 0.69% |
$66.4K - $82.6K
|
12.6K
$9.45M
|
|
|
Oct 29, 2024
Q3 2024
|
Pds Planning, Inc
|
BUY
|
- |
85+ 1.47% |
$65.6K - $81.6K
|
5.85K
$4.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
85+ 1.1% |
$65.6K - $81.6K
|
7.83K
$5.86M
|
|
|
Oct 07, 2024
Q3 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
84+ 9.39% |
$64.9K - $80.6K
|
979
$732K
|
|
|
Oct 16, 2024
Q3 2024
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
84+ 10.29% |
$64.9K - $80.6K
|
900
$673K
|
|
|
Oct 24, 2024
Q3 2024
|
Lvz, Inc.
|
BUY
|
- |
84+ 10.24% |
$64.9K - $80.6K
|
904
$676K
|
|
|
Oct 30, 2024
Q3 2024
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
84+ 6.75% |
$64.9K - $80.6K
|
1.33K
$994K
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
84+ 3.54% |
$64.9K - $80.6K
|
2.46K
$1.84M
|
|
|
Nov 15, 2024
Q3 2024
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
84+ 15.03% |
$64.9K - $80.6K
|
643
$481K
|
|
|
Nov 15, 2024
Q3 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
84+ 24.49% |
$64.9K - $80.6K
|
427
$319K
|
|
|
Oct 21, 2024
Q3 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
83+ 7.88% |
$64.1K - $79.7K
|
1.14K
$850K
|