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 24, 2024
Q3 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
55+ 3.54% |
$42.5K - $52.8K
|
1.61K
$1.27M
|
|
Oct 28, 2024
Q3 2024
|
Whelan Financial
|
BUY
|
- |
55+ 13.72% |
$42.5K - $52.8K
|
456
$359K
|
|
Nov 06, 2024
Q3 2024
|
Dearborn Partners LLC
|
BUY
|
- |
55+ 1.18% |
$42.5K - $52.8K
|
4.7K
$3.71M
|
|
Nov 12, 2024
Q3 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
55+ 3.77% |
$42.5K - $52.8K
|
1.52K
$1.19M
|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
55+ 4.04% |
$42.5K - $52.8K
|
1.42K
$1.12M
|
|
Nov 14, 2024
Q3 2024
|
Clark Financial Services Group Inc
Chesterfield, MO |
BUY
|
- |
55+ 14.44% |
$42.5K - $52.8K
|
436
$344K
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
55+ 10.2% |
$42.5K - $52.8K
|
594
$468K
|
|
Oct 24, 2024
Q3 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
54+ 16.72% |
$41.7K - $51.8K
|
377
$297K
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
54+ 4.23% |
$41.7K - $51.8K
|
1.33K
$1.05M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
53+ 1.58% |
$40.9K - $50.9K
|
3.42K
$2.69M
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
53+ 0.09% |
$40.9K - $50.9K
|
61.6K
$48.5M
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
53+ 2.91% |
$40.9K - $50.9K
|
1.88K
$1.48M
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
52+ 8.33% |
$40.2K - $49.9K
|
676
$533K
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
51+ 3.94% |
$39.4K - $49K
|
1.35K
$1.06M
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
51+ 0.83% |
$39.4K - $49K
|
6.2K
$4.89M
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
50+ 9.6% |
$38.6K - $48K
|
571
$450K
|
|
Oct 17, 2024
Q3 2024
|
Nkcfo LLC
|
BUY
|
- |
50+ 2.86% |
$38.6K - $48K
|
1.8K
$1.42M
|
|
Oct 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
50+ 6.99% |
$38.6K - $48K
|
765
$603K
|
|
Oct 21, 2024
Q3 2024
|
Krane Funds Advisors LLC
New York, NY |
BUY
|
- |
50+ 12.89% |
$38.6K - $48K
|
438
$345K
|
|
Oct 25, 2024
Q3 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
50+ 2.35% |
$38.6K - $48K
|
2.18K
$1.72M
|
|
Nov 14, 2024
Q3 2024
|
Trustco Bank Corp N Y
Albany, NY |
BUY
|
- |
50+ 2.75% |
$38.6K - $48K
|
1.87K
$1.47M
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
50+ 1.46% |
$38.6K - $48K
|
3.48K
$2.74M
|
|
Oct 29, 2024
Q3 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
49+ 1.57% |
$37.8K - $47K
|
3.18K
$2.51M
|
|
Oct 23, 2024
Q3 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
48+ 2.36% |
$37.1K - $46.1K
|
2.09K
$1.64M
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
48+ 4.92% |
$37.1K - $46.1K
|
1.02K
$806K
|
|
Oct 31, 2024
Q3 2024
|
Jmac Enterprises LLC
|
BUY
|
- |
48+ 2.93% |
$37.1K - $46.1K
|
1.69K
$1.33M
|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
48+ 3.59% |
$37.1K - $46.1K
|
1.39K
$1.09M
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
47+ 2.9% |
$36.3K - $45.1K
|
1.67K
$1.31M
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
46+ 7.64% |
$35.5K - $44.2K
|
648
$511K
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
46+ 0.67% |
$35.5K - $44.2K
|
6.91K
$5.45M
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
46+ 1.79% |
$35.5K - $44.2K
|
2.62K
$2.07M
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
46+ 6.73% |
$35.5K - $44.2K
|
730
$575K
|
|
Oct 31, 2024
Q3 2024
|
Tfb Advisors LLC
Overland Park, KS |
BUY
|
- |
46+ 2.38% |
$35.5K - $44.2K
|
1.98K
$1.56M
|
|
Nov 01, 2024
Q3 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
46+ 4.4% |
$35.5K - $44.2K
|
1.09K
$861K
|
|
Oct 07, 2024
Q3 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
45+ 3.35% |
$34.7K - $43.2K
|
1.39K
$1.09M
|
|
Oct 21, 2024
Q3 2024
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
45+ 5.29% |
$34.7K - $43.2K
|
895
$705K
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
45+ 11.0% |
$34.7K - $43.2K
|
454
$358K
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
45+ 11.0% |
$34.7K - $43.2K
|
454
$358K
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
45+ 1.11% |
$34.7K - $43.2K
|
4.1K
$3.23M
|
|
Oct 02, 2024
Q3 2024
|
M&R Capital Management Inc
|
BUY
|
- |
44+ 2.5% |
$34K - $42.2K
|
1.8K
$1.42M
|
|
Oct 18, 2024
Q3 2024
|
Aurora Private Wealth, Inc.
|
BUY
|
- |
44+ 5.43% |
$34K - $42.2K
|
854
$673K
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
44+ 7.45% |
$34K - $42.2K
|
635
$501K
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
43+ 1.45% |
$33.2K - $41.3K
|
3.02K
$2.38M
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
43+ 2.67% |
$33.2K - $41.3K
|
1.66K
$1.31M
|
|
Oct 24, 2024
Q3 2024
|
Custom Index Systems, LLC
New York, NY |
BUY
|
- |
43+ 17.0% |
$33.2K - $41.3K
|
296
$233K
|
|
Oct 25, 2024
Q3 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
43+ 9.56% |
$33.2K - $41.3K
|
493
$389K
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
43+ 4.78% |
$33.2K - $41.3K
|
942
$742K
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
43+ 4.15% |
$33.2K - $41.3K
|
1.08K
$851K
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
43+ 4.11% |
$33.2K - $41.3K
|
1.09K
$859K
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
43+ 8.9% |
$33.2K - $41.3K
|
526
$415K
|