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 23, 2024
Q3 2024
|
Cullinan Associates Inc
|
BUY
|
- |
83+ 0.89% |
$64.1K - $79.7K
|
9.37K
$7.01M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
83+ 20.85% |
$64.1K - $79.7K
|
481
$360K
|
|
|
Oct 31, 2024
Q3 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
BUY
|
- |
83+ 5.67% |
$64.1K - $79.7K
|
1.55K
$1.16M
|
|
|
Oct 04, 2024
Q3 2024
|
First Hawaiian Bank
|
BUY
|
- |
82+ 0.84% |
$63.3K - $78.7K
|
9.89K
$7.4M
|
|
|
Oct 15, 2024
Q3 2024
|
Sentinel Pension Advisors Inc
Wakefield, MA |
BUY
|
- |
82+ 14.51% |
$63.3K - $78.7K
|
647
$484K
|
|
|
Oct 16, 2024
Q3 2024
|
Hengehold Capital Management LLC
|
BUY
|
- |
82+ 15.65% |
$63.3K - $78.7K
|
606
$453K
|
|
|
Oct 17, 2024
Q3 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
82+ 1.59% |
$63.3K - $78.7K
|
5.24K
$3.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
BUY
|
- |
82+ 7.33% |
$63.3K - $78.7K
|
1.2K
$898K
|
|
|
Oct 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
81+ 8.46% |
$62.5K - $77.8K
|
1.04K
$777K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
81+ 5.13% |
$62.5K - $77.8K
|
1.66K
$1.24M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
81+ 2.64% |
$62.5K - $77.8K
|
3.14K
$2.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
81+ 2.55% |
$62.5K - $77.8K
|
3.26K
$2.44M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
80+ 35.4% |
$61.8K - $76.8K
|
306
$229K
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
80+ 10.2% |
$61.8K - $76.8K
|
864
$646K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
80+ 6.12% |
$61.8K - $76.8K
|
1.39K
$1.04M
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
80+ 24.1% |
$61.8K - $76.8K
|
412
$308K
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
79+ 23.44% |
$61K - $75.8K
|
416
$311K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
79+ 2.08% |
$61K - $75.8K
|
3.88K
$2.91M
|
|
|
Oct 31, 2024
Q3 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
79+ 5.98% |
$61K - $75.8K
|
1.4K
$1.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
79+ 3.86% |
$61K - $75.8K
|
2.13K
$1.59M
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
79+ 10.27% |
$61K - $75.8K
|
848
$634K
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
79+ 8.31% |
$61K - $75.8K
|
1.03K
$770K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
78New |
$60.2K - $74.9K
|
78
$58.3K
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
78+ 12.48% |
$60.2K - $74.9K
|
703
$526K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
77+ 17.42% |
$59.5K - $73.9K
|
519
$388K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
75+ 11.19% |
$57.9K - $72K
|
745
$557K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
74+ 10.91% |
$57.1K - $71K
|
752
$563K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
74+ 2.33% |
$57.1K - $71K
|
3.25K
$2.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
74+ 0.62% |
$57.1K - $71K
|
12K
$8.96M
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
73+ 6.57% |
$56.4K - $70.1K
|
1.18K
$886K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
72+ 0.67% |
$55.6K - $69.1K
|
10.8K
$8.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
72+ 4.62% |
$55.6K - $69.1K
|
1.63K
$1.22M
|
|
|
Oct 31, 2024
Q3 2024
|
Rwc Asset Management LLP
London, X0 |
BUY
|
- |
72+ 19.89% |
$55.6K - $69.1K
|
434
$325K
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
72+ 20.4% |
$55.6K - $69.1K
|
425
$318K
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
71+ 13.45% |
$54.8K - $68.2K
|
599
$448K
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
71+ 3.09% |
$54.8K - $68.2K
|
2.37K
$1.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
71+ 0.67% |
$54.8K - $68.2K
|
10.6K
$7.94M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
71+ 7.17% |
$54.8K - $68.2K
|
1.06K
$794K
|
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
71+ 22.68% |
$54.8K - $68.2K
|
384
$287K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
70+ 2.7% |
$54K - $67.2K
|
2.66K
$1.99M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
70+ 0.98% |
$54K - $67.2K
|
7.22K
$5.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
69+ 6.66% |
$53.3K - $66.2K
|
1.11K
$827K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
69+ 1.25% |
$53.3K - $66.2K
|
5.57K
$4.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
68+ 2.57% |
$52.5K - $65.3K
|
2.71K
$2.03M
|
|
|
Oct 23, 2024
Q3 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
68+ 23.45% |
$52.5K - $65.3K
|
358
$268K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
68+ 3.03% |
$52.5K - $65.3K
|
2.31K
$1.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
68+ 2.31% |
$52.5K - $65.3K
|
3.02K
$2.26M
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
68+ 2.62% |
$52.5K - $65.3K
|
2.66K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
68+ 4.21% |
$52.5K - $65.3K
|
1.68K
$1.26M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
67+ 3.65% |
$51.7K - $64.3K
|
1.9K
$1.42M
|