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 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
80+ 24.1% |
$61.8K - $76.8K
|
412
$324K
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
79+ 23.44% |
$61K - $75.8K
|
416
$327K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
79+ 2.08% |
$61K - $75.8K
|
3.88K
$3.06M
|
|
|
Oct 31, 2024
Q3 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
79+ 5.98% |
$61K - $75.8K
|
1.4K
$1.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
79+ 3.86% |
$61K - $75.8K
|
2.13K
$1.67M
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
79+ 10.27% |
$61K - $75.8K
|
848
$667K
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
79+ 8.31% |
$61K - $75.8K
|
1.03K
$811K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
78New |
$60.2K - $74.9K
|
78
$61.4K
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
78+ 12.48% |
$60.2K - $74.9K
|
703
$553K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
77+ 17.42% |
$59.5K - $73.9K
|
519
$408K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
75+ 11.19% |
$57.9K - $72K
|
745
$586K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
74+ 10.91% |
$57.1K - $71K
|
752
$592K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
74+ 2.33% |
$57.1K - $71K
|
3.25K
$2.56M
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
74+ 0.62% |
$57.1K - $71K
|
12K
$9.43M
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
73+ 6.57% |
$56.4K - $70.1K
|
1.18K
$932K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
72+ 0.67% |
$55.6K - $69.1K
|
10.8K
$8.51M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
72+ 4.62% |
$55.6K - $69.1K
|
1.63K
$1.28M
|
|
|
Oct 31, 2024
Q3 2024
|
Rwc Asset Management LLP
London, X0 |
BUY
|
- |
72+ 19.89% |
$55.6K - $69.1K
|
434
$342K
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
72+ 20.4% |
$55.6K - $69.1K
|
425
$334K
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
71+ 13.45% |
$54.8K - $68.2K
|
599
$471K
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
71+ 3.09% |
$54.8K - $68.2K
|
2.37K
$1.86M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
71+ 0.67% |
$54.8K - $68.2K
|
10.6K
$8.36M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
71+ 7.17% |
$54.8K - $68.2K
|
1.06K
$835K
|
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
71+ 22.68% |
$54.8K - $68.2K
|
384
$302K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
70+ 2.7% |
$54K - $67.2K
|
2.66K
$2.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
70+ 0.98% |
$54K - $67.2K
|
7.22K
$5.68M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
69+ 6.66% |
$53.3K - $66.2K
|
1.11K
$870K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
69+ 1.25% |
$53.3K - $66.2K
|
5.57K
$4.38M
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
68+ 2.57% |
$52.5K - $65.3K
|
2.71K
$2.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
68+ 23.45% |
$52.5K - $65.3K
|
358
$282K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
68+ 3.03% |
$52.5K - $65.3K
|
2.31K
$1.82M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
68+ 2.31% |
$52.5K - $65.3K
|
3.02K
$2.37M
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
68+ 2.62% |
$52.5K - $65.3K
|
2.66K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
68+ 4.21% |
$52.5K - $65.3K
|
1.68K
$1.33M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
67+ 3.65% |
$51.7K - $64.3K
|
1.9K
$1.5M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
66+ 8.3% |
$51K - $63.4K
|
861
$678K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
66+ 132.0% |
$51K - $63.4K
|
116
$91.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
66+ 2.54% |
$51K - $63.4K
|
2.66K
$2.09M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
66+ 24.09% |
$51K - $63.4K
|
340
$268K
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
65+ 11.82% |
$50.2K - $62.4K
|
615
$484K
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
65New |
$50.2K - $62.4K
|
65
$51.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
65New |
$50.2K - $62.4K
|
65
$51.1K
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
65+ 1.25% |
$50.2K - $62.4K
|
5.26K
$4.14M
|
|
|
Oct 18, 2024
Q3 2024
|
Embree Financial Group
Chicago, IL |
BUY
|
- |
64+ 9.0% |
$49.4K - $61.4K
|
775
$610K
|
|
|
Oct 31, 2024
Q3 2024
|
Willis Johnson & Associates, Inc.
|
BUY
|
- |
63+ 9.71% |
$48.6K - $60.5K
|
712
$560K
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
63+ 2.46% |
$48.6K - $60.5K
|
2.63K
$2.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
63+ 2.52% |
$48.6K - $60.5K
|
2.57K
$2.02M
|
|
|
Nov 12, 2024
Q3 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
63+ 5.33% |
$48.6K - $60.5K
|
1.25K
$981K
|
|
|
Nov 15, 2024
Q3 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
63+ 4.34% |
$48.6K - $60.5K
|
1.51K
$1.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
BUY
|
- |
62+ 1.54% |
$47.9K - $59.5K
|
4.08K
$3.21M
|