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 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
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
66+ 8.3% |
$51K - $63.4K
|
861
$644K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
66+ 132.0% |
$51K - $63.4K
|
116
$86.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
66+ 2.54% |
$51K - $63.4K
|
2.66K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
66+ 24.09% |
$51K - $63.4K
|
340
$254K
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
65+ 11.82% |
$50.2K - $62.4K
|
615
$460K
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
65New |
$50.2K - $62.4K
|
65
$48.6K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
65New |
$50.2K - $62.4K
|
65
$48.6K
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
65+ 1.25% |
$50.2K - $62.4K
|
5.26K
$3.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
64+ 9.0% |
$49.4K - $61.4K
|
775
$580K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
63+ 9.71% |
$48.6K - $60.5K
|
712
$533K
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
63+ 2.46% |
$48.6K - $60.5K
|
2.63K
$1.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
63+ 2.52% |
$48.6K - $60.5K
|
2.57K
$1.92M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
63+ 5.33% |
$48.6K - $60.5K
|
1.25K
$932K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
63+ 4.34% |
$48.6K - $60.5K
|
1.51K
$1.13M
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
62+ 1.54% |
$47.9K - $59.5K
|
4.08K
$3.05M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
62+ 14.76% |
$47.9K - $59.5K
|
482
$361K
|
|
|
Nov 12, 2024
Q3 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
62+ 11.09% |
$47.9K - $59.5K
|
621
$465K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
61+ 5.18% |
$47.1K - $58.6K
|
1.24K
$926K
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
61+ 1.67% |
$47.1K - $58.6K
|
3.71K
$2.77M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
61+ 5.01% |
$47.1K - $58.6K
|
1.28K
$956K
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
61+ 0.76% |
$47.1K - $58.6K
|
8.08K
$6.04M
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
60+ 24.49% |
$46.3K - $57.6K
|
305
$228K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
60+ 3.17% |
$46.3K - $57.6K
|
1.96K
$1.46M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
60+ 2.35% |
$46.3K - $57.6K
|
2.61K
$1.95M
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
60+ 20.07% |
$46.3K - $57.6K
|
359
$269K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
60+ 2.71% |
$46.3K - $57.6K
|
2.27K
$1.7M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
60+ 24.9% |
$46.3K - $57.6K
|
301
$225K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
60+ 3.28% |
$46.3K - $57.6K
|
1.89K
$1.41M
|
|
|
Nov 13, 2024
Q3 2024
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
60+ 0.75% |
$46.3K - $57.6K
|
8.04K
$6.01M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
60+ 3.97% |
$46.3K - $57.6K
|
1.57K
$1.17M
|
|
|
Oct 08, 2024
Q3 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
59+ 4.44% |
$45.6K - $56.6K
|
1.39K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
59+ 8.26% |
$45.6K - $56.6K
|
773
$578K
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
58+ 3.99% |
$44.8K - $55.7K
|
1.51K
$1.13M
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
58+ 71.6% |
$44.8K - $55.7K
|
139
$104K
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
58+ 21.89% |
$44.8K - $55.7K
|
323
$242K
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
58+ 0.95% |
$44.8K - $55.7K
|
6.14K
$4.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
58+ 6.08% |
$44.8K - $55.7K
|
1.01K
$757K
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
58+ 2.43% |
$44.8K - $55.7K
|
2.45K
$1.83M
|
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
57+ 1.34% |
$44K - $54.7K
|
4.33K
$3.24M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
57+ 0.22% |
$44K - $54.7K
|
25.5K
$19.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
56+ 1.66% |
$43.2K - $53.8K
|
3.42K
$2.56M
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
56+ 9.32% |
$43.2K - $53.8K
|
657
$491K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
56+ 1.91% |
$43.2K - $53.8K
|
2.98K
$2.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
56+ 8.48% |
$43.2K - $53.8K
|
716
$536K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
56+ 2.59% |
$43.2K - $53.8K
|
2.22K
$1.66M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
56+ 3.6% |
$43.2K - $53.8K
|
1.61K
$1.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
55+ 0.29% |
$42.5K - $52.8K
|
19.2K
$14.3M
|