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 18, 2024
Q3 2024
|
Legacy Financial Strategies, LLC
Leawood, KS |
BUY
|
- |
50+ 6.99% |
$38.6K - $48K
|
765
$602K
|
|
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
$2.5M
|
|
Dec 19, 2024
Q3 2024
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
49+ 5.95% |
$37.8K - $47K
|
872
$686K
|
|
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
$805K
|
|
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
$510K
|
|
Oct 17, 2024
Q3 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
46+ 0.67% |
$35.5K - $44.2K
|
6.91K
$5.44M
|
|
Oct 23, 2024
Q3 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
46+ 1.79% |
$35.5K - $44.2K
|
2.62K
$2.06M
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
46+ 6.73% |
$35.5K - $44.2K
|
730
$574K
|
|
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
$859K
|
|
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
$704K
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
45+ 11.0% |
$34.7K - $43.2K
|
454
$357K
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
45+ 11.0% |
$34.7K - $43.2K
|
454
$357K
|
|
Nov 13, 2024
Q3 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
45+ 1.11% |
$34.7K - $43.2K
|
4.1K
$3.23M
|
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
45+ 3.24% |
$34.7K - $43.2K
|
1.43K
$1.13M
|
|
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
$672K
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
BUY
|
- |
44+ 7.45% |
$34K - $42.2K
|
635
$500K
|
|
Oct 18, 2024
Q3 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
43+ 1.45% |
$33.2K - $41.3K
|
3.02K
$2.37M
|
|
Oct 18, 2024
Q3 2024
|
Waypoint Capital Advisors, LLC
|
BUY
|
- |
43+ 2.67% |
$33.2K - $41.3K
|
1.66K
$1.3M
|
|
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
$388K
|
|
Oct 31, 2024
Q3 2024
|
Wedgewood Investors Inc
|
BUY
|
- |
43+ 4.78% |
$33.2K - $41.3K
|
942
$741K
|
|
Nov 06, 2024
Q3 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
43+ 4.15% |
$33.2K - $41.3K
|
1.08K
$850K
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
43+ 4.11% |
$33.2K - $41.3K
|
1.09K
$858K
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
43+ 8.9% |
$33.2K - $41.3K
|
526
$414K
|
|
Oct 07, 2024
Q3 2024
|
Smith Anglin Financial, LLC
|
BUY
|
- |
42+ 9.19% |
$32.4K - $40.3K
|
499
$393K
|
|
Oct 15, 2024
Q3 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
42+ 0.76% |
$32.4K - $40.3K
|
5.55K
$4.37M
|
|
Oct 22, 2024
Q3 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
42+ 1.01% |
$32.4K - $40.3K
|
4.22K
$3.32M
|
|
Oct 30, 2024
Q3 2024
|
Wisconsin Capital Management LLC
|
BUY
|
- |
42+ 0.57% |
$32.4K - $40.3K
|
7.44K
$5.85M
|
|
Nov 04, 2024
Q3 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
42+ 5.07% |
$32.4K - $40.3K
|
870
$685K
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
42+ 3.96% |
$32.4K - $40.3K
|
1.1K
$867K
|
|
Nov 14, 2024
Q3 2024
|
Alaethes Wealth LLC
Glenbrook, NV |
BUY
|
- |
42+ 8.61% |
$32.4K - $40.3K
|
530
$417K
|
|
Oct 15, 2024
Q3 2024
|
Ccg Wealth Management, LLC
|
BUY
|
- |
41+ 7.37% |
$31.7K - $39.4K
|
597
$470K
|
|
Oct 22, 2024
Q3 2024
|
Courier Capital LLC
|
BUY
|
- |
41+ 0.81% |
$31.7K - $39.4K
|
5.08K
$4M
|
|
Nov 12, 2024
Q3 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
41+ 0.79% |
$31.7K - $39.4K
|
5.26K
$4.14M
|
|
Nov 12, 2024
Q3 2024
|
Cypress Capital, LLC
|
BUY
|
- |
41+ 7.74% |
$31.7K - $39.4K
|
571
$449K
|
|
Nov 12, 2024
Q3 2024
|
Viawealth, LLC
Overland Park, KS |
BUY
|
- |
41+ 8.32% |
$31.7K - $39.4K
|
534
$420K
|
|
Oct 09, 2024
Q3 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
40+ 2.34% |
$30.9K - $38.4K
|
1.75K
$1.38M
|
|
Oct 10, 2024
Q3 2024
|
Montis Financial, LLC
|
BUY
|
- |
40+ 8.46% |
$30.9K - $38.4K
|
513
$404K
|
|
Oct 25, 2024
Q3 2024
|
Wd Rutherford LLC
|
BUY
|
- |
40+ 17.09% |
$30.9K - $38.4K
|
274
$216K
|