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
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
62+ 14.76% |
$47.9K - $59.5K
|
482
$379K
|
|
|
Nov 12, 2024
Q3 2024
|
Significant Wealth Partners LLC
Cary, IL |
BUY
|
- |
62+ 11.09% |
$47.9K - $59.5K
|
621
$489K
|
|
|
Oct 25, 2024
Q3 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
61+ 5.18% |
$47.1K - $58.6K
|
1.24K
$974K
|
|
|
Nov 04, 2024
Q3 2024
|
Opinicus Capital, Inc.
Tampa, FL |
BUY
|
- |
61+ 1.67% |
$47.1K - $58.6K
|
3.71K
$2.92M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
61+ 5.01% |
$47.1K - $58.6K
|
1.28K
$1.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
61+ 0.76% |
$47.1K - $58.6K
|
8.08K
$6.36M
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
60+ 24.49% |
$46.3K - $57.6K
|
305
$240K
|
|
|
Oct 10, 2024
Q3 2024
|
Webster Bank, N. A.
|
BUY
|
- |
60+ 3.17% |
$46.3K - $57.6K
|
1.96K
$1.54M
|
|
|
Oct 10, 2024
Q3 2024
|
Cva Family Office, LLC
|
BUY
|
- |
60+ 2.35% |
$46.3K - $57.6K
|
2.61K
$2.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Life Steps Financial, Inc.
|
BUY
|
- |
60+ 20.07% |
$46.3K - $57.6K
|
359
$283K
|
|
|
Oct 24, 2024
Q3 2024
|
Sutton Place Investors LLC
Katonah, NY |
BUY
|
- |
60+ 2.71% |
$46.3K - $57.6K
|
2.27K
$1.79M
|
|
|
Nov 01, 2024
Q3 2024
|
First Personal Financial Services
|
BUY
|
- |
60+ 24.9% |
$46.3K - $57.6K
|
301
$237K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
60+ 3.28% |
$46.3K - $57.6K
|
1.89K
$1.49M
|
|
|
Nov 13, 2024
Q3 2024
|
Alcosta Capital Management, Inc.
San Ramon, CA |
BUY
|
- |
60+ 0.75% |
$46.3K - $57.6K
|
8.04K
$6.33M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
60+ 3.97% |
$46.3K - $57.6K
|
1.57K
$1.24M
|
|
|
Oct 08, 2024
Q3 2024
|
Reliant Investment Management, LLC
|
BUY
|
- |
59+ 4.44% |
$45.6K - $56.6K
|
1.39K
$1.09M
|
|
|
Nov 14, 2024
Q3 2024
|
1900 Wealth Management LLC
|
BUY
|
- |
59+ 8.26% |
$45.6K - $56.6K
|
773
$608K
|
|
|
Oct 10, 2024
Q3 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
BUY
|
- |
58+ 3.99% |
$44.8K - $55.7K
|
1.51K
$1.19M
|
|
|
Oct 21, 2024
Q3 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
58+ 71.6% |
$44.8K - $55.7K
|
139
$109K
|
|
|
Oct 24, 2024
Q3 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
58+ 21.89% |
$44.8K - $55.7K
|
323
$254K
|
|
|
Oct 30, 2024
Q3 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
58+ 0.95% |
$44.8K - $55.7K
|
6.14K
$4.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Advisors Of Iowa, LLC
|
BUY
|
- |
58+ 6.08% |
$44.8K - $55.7K
|
1.01K
$796K
|
|
|
Nov 13, 2024
Q3 2024
|
Carlson Capital Management
|
BUY
|
- |
58+ 2.43% |
$44.8K - $55.7K
|
2.45K
$1.93M
|
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
57+ 1.34% |
$44K - $54.7K
|
4.33K
$3.4M
|
|
|
Nov 06, 2024
Q3 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
57+ 0.22% |
$44K - $54.7K
|
25.5K
$20.1M
|
|
|
Oct 08, 2024
Q3 2024
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
56+ 1.66% |
$43.2K - $53.8K
|
3.42K
$2.69M
|
|
|
Oct 21, 2024
Q3 2024
|
Mbe Wealth Management, LLC
|
BUY
|
- |
56+ 9.32% |
$43.2K - $53.8K
|
657
$517K
|
|
|
Oct 22, 2024
Q3 2024
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
BUY
|
- |
56+ 1.91% |
$43.2K - $53.8K
|
2.98K
$2.35M
|
|
|
Oct 24, 2024
Q3 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
56+ 8.48% |
$43.2K - $53.8K
|
716
$563K
|
|
|
Nov 12, 2024
Q3 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
56+ 2.59% |
$43.2K - $53.8K
|
2.22K
$1.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
56+ 3.6% |
$43.2K - $53.8K
|
1.61K
$1.27M
|
|
|
Oct 16, 2024
Q3 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
55+ 0.29% |
$42.5K - $52.8K
|
19.2K
$15.1M
|
|
|
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
$3.7M
|
|
|
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
$343K
|
|
|
Nov 14, 2024
Q3 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
55+ 10.2% |
$42.5K - $52.8K
|
594
$467K
|
|
|
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
$48.4M
|
|
|
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
$532K
|
|
|
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
$4.88M
|
|
|
Apr 04, 2025
Q3 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
51+ 11.56% |
$39.4K - $49K
|
492
$387K
|
|
|
Oct 09, 2024
Q3 2024
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
50+ 9.6% |
$38.6K - $48K
|
571
$449K
|
|
|
Oct 17, 2024
Q3 2024
|
Nkcfo LLC
|
BUY
|
- |
50+ 2.86% |
$38.6K - $48K
|
1.8K
$1.42M
|