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 31, 2024
Q3 2024
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
81+ 8.46% |
$62.5K - $77.8K
|
1.04K
$784K
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
81+ 5.13% |
$62.5K - $77.8K
|
1.66K
$1.25M
|
|
|
Nov 07, 2024
Q3 2024
|
Slate Stone Wealth, LLC
|
BUY
|
- |
81+ 2.64% |
$62.5K - $77.8K
|
3.14K
$2.37M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
81+ 2.55% |
$62.5K - $77.8K
|
3.26K
$2.46M
|
|
|
Oct 23, 2024
Q3 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
80+ 35.4% |
$61.8K - $76.8K
|
306
$231K
|
|
|
Oct 28, 2024
Q3 2024
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
80+ 10.2% |
$61.8K - $76.8K
|
864
$652K
|
|
|
Oct 29, 2024
Q3 2024
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
80+ 6.12% |
$61.8K - $76.8K
|
1.39K
$1.05M
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
80+ 24.1% |
$61.8K - $76.8K
|
412
$311K
|
|
|
Oct 16, 2024
Q3 2024
|
Capital Planning LLC
|
BUY
|
- |
79+ 23.44% |
$61K - $75.8K
|
416
$314K
|
|
|
Oct 21, 2024
Q3 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
79+ 2.08% |
$61K - $75.8K
|
3.88K
$2.93M
|
|
|
Oct 31, 2024
Q3 2024
|
Hanseatic Management Services Inc
|
BUY
|
- |
79+ 5.98% |
$61K - $75.8K
|
1.4K
$1.06M
|
|
|
Nov 06, 2024
Q3 2024
|
Heritage Investment Group, Inc.
|
BUY
|
- |
79+ 3.86% |
$61K - $75.8K
|
2.13K
$1.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
79+ 10.27% |
$61K - $75.8K
|
848
$640K
|
|
|
Nov 13, 2024
Q3 2024
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
79+ 8.31% |
$61K - $75.8K
|
1.03K
$778K
|
|
|
Oct 23, 2024
Q3 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
78New |
$60.2K - $74.9K
|
78
$58.9K
|
|
|
Oct 23, 2024
Q3 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
78+ 12.48% |
$60.2K - $74.9K
|
703
$531K
|
|
|
Nov 14, 2024
Q3 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
77+ 17.42% |
$59.5K - $73.9K
|
519
$392K
|
|
|
Oct 23, 2024
Q3 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
75+ 11.19% |
$57.9K - $72K
|
745
$562K
|
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
74+ 10.91% |
$57.1K - $71K
|
752
$568K
|
|
|
Nov 04, 2024
Q3 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
BUY
|
- |
74+ 2.33% |
$57.1K - $71K
|
3.25K
$2.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Covenant Asset Management, LLC
|
BUY
|
- |
74+ 0.62% |
$57.1K - $71K
|
12K
$9.04M
|
|
|
Nov 08, 2024
Q3 2024
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
73+ 6.57% |
$56.4K - $70.1K
|
1.18K
$894K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
72+ 0.67% |
$55.6K - $69.1K
|
10.8K
$8.16M
|
|
|
Oct 24, 2024
Q3 2024
|
Smith, Salley & Associates
|
BUY
|
- |
72+ 4.62% |
$55.6K - $69.1K
|
1.63K
$1.23M
|
|
|
Oct 31, 2024
Q3 2024
|
Rwc Asset Management LLP
London, X0 |
BUY
|
- |
72+ 19.89% |
$55.6K - $69.1K
|
434
$328K
|
|
|
Nov 14, 2024
Q3 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
72+ 20.4% |
$55.6K - $69.1K
|
425
$321K
|
|
|
Oct 04, 2024
Q3 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
71+ 13.45% |
$54.8K - $68.2K
|
599
$452K
|
|
|
Oct 18, 2024
Q3 2024
|
Powers Advisory Group, LLC
|
BUY
|
- |
71+ 3.09% |
$54.8K - $68.2K
|
2.37K
$1.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
71+ 0.67% |
$54.8K - $68.2K
|
10.6K
$8.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
71+ 7.17% |
$54.8K - $68.2K
|
1.06K
$801K
|
|
|
Nov 12, 2024
Q3 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
BUY
|
- |
71+ 22.68% |
$54.8K - $68.2K
|
384
$290K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
70+ 2.7% |
$54K - $67.2K
|
2.66K
$2.01M
|
|
|
Nov 13, 2024
Q3 2024
|
Fiduciary Group LLC
Savannah, GA |
BUY
|
- |
70+ 0.98% |
$54K - $67.2K
|
7.22K
$5.45M
|
|
|
Oct 18, 2024
Q3 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
69+ 6.66% |
$53.3K - $66.2K
|
1.11K
$834K
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
69+ 1.25% |
$53.3K - $66.2K
|
5.57K
$4.21M
|
|
|
Oct 17, 2024
Q3 2024
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
68+ 2.57% |
$52.5K - $65.3K
|
2.71K
$2.05M
|
|
|
Oct 23, 2024
Q3 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
68+ 23.45% |
$52.5K - $65.3K
|
358
$270K
|
|
|
Nov 07, 2024
Q3 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
68+ 3.03% |
$52.5K - $65.3K
|
2.31K
$1.74M
|
|
|
Nov 13, 2024
Q3 2024
|
Legacy Financial Advisors, Inc.
|
BUY
|
- |
68+ 2.31% |
$52.5K - $65.3K
|
3.02K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
68+ 2.62% |
$52.5K - $65.3K
|
2.66K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
68+ 4.21% |
$52.5K - $65.3K
|
1.68K
$1.27M
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
67+ 3.65% |
$51.7K - $64.3K
|
1.9K
$1.44M
|
|
|
Oct 17, 2024
Q3 2024
|
Ifg Advisors, LLC
|
BUY
|
- |
66+ 8.3% |
$51K - $63.4K
|
861
$650K
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
66+ 132.0% |
$51K - $63.4K
|
116
$87.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Lane & Associates LLC
Moorestown, NJ |
BUY
|
- |
66+ 2.54% |
$51K - $63.4K
|
2.66K
$2.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
66+ 24.09% |
$51K - $63.4K
|
340
$257K
|
|
|
Oct 03, 2024
Q3 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
BUY
|
- |
65+ 11.82% |
$50.2K - $62.4K
|
615
$464K
|
|
|
Oct 08, 2024
Q3 2024
|
West Financial Advisors, LLC
|
BUY
|
- |
65New |
$50.2K - $62.4K
|
65
$49.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Hara Capital LLC
Bellevue, WA |
BUY
|
- |
65New |
$50.2K - $62.4K
|
65
$49.1K
|
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
65+ 1.25% |
$50.2K - $62.4K
|
5.26K
$3.97M
|