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 29, 2024
Q3 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
31+ 9.12% |
$23.9K - $29.8K
|
371
$292K
|
|
|
Nov 05, 2024
Q3 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
31+ 0.89% |
$23.9K - $29.8K
|
3.52K
$2.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
31+ 0.76% |
$23.9K - $29.8K
|
4.1K
$3.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
31+ 5.07% |
$23.9K - $29.8K
|
643
$506K
|
|
|
Oct 18, 2024
Q3 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
30+ 2.14% |
$23.2K - $28.8K
|
1.43K
$1.13M
|
|
|
Oct 23, 2024
Q3 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
30+ 6.77% |
$23.2K - $28.8K
|
473
$372K
|
|
|
Nov 04, 2024
Q3 2024
|
Addison Advisors LLC
|
BUY
|
- |
30+ 3.21% |
$23.2K - $28.8K
|
966
$760K
|
|
|
Nov 06, 2024
Q3 2024
|
Peterson Financial Group, Inc.
|
BUY
|
- |
30New |
$23.2K - $28.8K
|
30
$23.6K
|
|
|
Nov 12, 2024
Q3 2024
|
American Money Management, LLC
|
BUY
|
- |
30+ 0.63% |
$23.2K - $28.8K
|
4.79K
$3.77M
|
|
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
30+ 0.65% |
$23.2K - $28.8K
|
4.63K
$3.64M
|
|
|
Oct 09, 2024
Q3 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
29+ 2.35% |
$22.4K - $27.8K
|
1.26K
$995K
|
|
|
Oct 10, 2024
Q3 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
29+ 1.69% |
$22.4K - $27.8K
|
1.74K
$1.37M
|
|
|
Oct 11, 2024
Q3 2024
|
Wedge Capital Management L L P
|
BUY
|
- |
29+ 3.42% |
$22.4K - $27.8K
|
876
$689K
|
|
|
Oct 15, 2024
Q3 2024
|
Petredis Investment Advisors LLC
Warrendale, PA |
BUY
|
- |
29+ 0.25% |
$22.4K - $27.8K
|
11.4K
$9M
|
|
|
Oct 22, 2024
Q3 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
29+ 4.43% |
$22.4K - $27.8K
|
683
$537K
|
|
|
Oct 25, 2024
Q3 2024
|
Tevis Investment Management
|
BUY
|
- |
29+ 3.24% |
$22.4K - $27.8K
|
925
$728K
|
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
29+ 9.45% |
$22.4K - $27.8K
|
336
$264K
|
|
|
Oct 09, 2024
Q3 2024
|
Strategic Advisors LLC
|
BUY
|
- |
28+ 1.74% |
$21.6K - $26.9K
|
1.63K
$1.29M
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
28+ 0.46% |
$21.6K - $26.9K
|
6.05K
$4.76M
|
|
|
Oct 15, 2024
Q3 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
28+ 0.13% |
$21.6K - $26.9K
|
21.5K
$16.9M
|
|
|
Oct 21, 2024
Q3 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
28+ 1.0% |
$21.6K - $26.9K
|
2.84K
$2.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
28+ 1.99% |
$21.6K - $26.9K
|
1.43K
$1.13M
|
|
|
Nov 04, 2024
Q3 2024
|
Tru Independence LLC
|
BUY
|
- |
28+ 8.7% |
$21.6K - $26.9K
|
350
$275K
|
|
|
Nov 06, 2024
Q3 2024
|
Paragon Advisors, LLC
|
BUY
|
- |
28+ 0.43% |
$21.6K - $26.9K
|
6.52K
$5.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Bhk Investment Advisors, LLC
|
BUY
|
- |
28+ 1.8% |
$21.6K - $26.9K
|
1.59K
$1.25M
|
|
|
Oct 10, 2024
Q3 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
27+ 0.42% |
$20.8K - $25.9K
|
6.47K
$5.09M
|
|
|
Nov 01, 2024
Q3 2024
|
Field & Main Bank
|
BUY
|
- |
27+ 0.33% |
$20.8K - $25.9K
|
8.17K
$6.43M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
27+ 1.77% |
$20.8K - $25.9K
|
1.55K
$1.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
26+ 5.14% |
$20.1K - $25K
|
532
$419K
|
|
|
Oct 31, 2024
Q3 2024
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
26+ 3.62% |
$20.1K - $25K
|
745
$586K
|
|
|
Nov 01, 2024
Q3 2024
|
Equitable Trust CO
|
BUY
|
- |
26+ 0.31% |
$20.1K - $25K
|
8.54K
$6.72M
|
|
|
Nov 01, 2024
Q3 2024
|
Francis Financial, Inc.
New York, NY |
BUY
|
- |
26+ 4.91% |
$20.1K - $25K
|
555
$437K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
26+ 0.26% |
$20.1K - $25K
|
10.1K
$7.91M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
26+ 11.76% |
$20.1K - $25K
|
247
$194K
|
|
|
Nov 15, 2024
Q3 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
26+ 5.38% |
$20.1K - $25K
|
509
$401K
|
|
|
Oct 08, 2024
Q3 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
25+ 3.8% |
$19.3K - $24K
|
683
$537K
|
|
|
Oct 24, 2024
Q3 2024
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
25New |
$19.3K - $24K
|
25
$19.7K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
25New |
$19.3K - $24K
|
25
$19.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
25+ 1.47% |
$19.3K - $24K
|
1.73K
$1.36M
|
|
|
Nov 06, 2024
Q3 2024
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
25+ 0.13% |
$19.3K - $24K
|
18.7K
$14.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Power Wealth Management LLC
Roswell, GA |
BUY
|
- |
25+ 10.37% |
$19.3K - $24K
|
266
$209K
|
|
|
Oct 04, 2024
Q3 2024
|
Quent Capital, LLC
|
BUY
|
- |
24+ 0.47% |
$18.5K - $23K
|
5.15K
$4.05M
|
|
|
Oct 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
24+ 2.82% |
$18.5K - $23K
|
876
$689K
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
BUY
|
- |
24+ 1.91% |
$18.5K - $23K
|
1.28K
$1.01M
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
24+ 2.31% |
$18.5K - $23K
|
1.06K
$835K
|
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
24+ 10.13% |
$18.5K - $23K
|
261
$205K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
24+ 2.17% |
$18.5K - $23K
|
1.13K
$891K
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
24+ 0.73% |
$18.5K - $23K
|
3.3K
$2.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
24+ 0.82% |
$18.5K - $23K
|
2.94K
$2.31M
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
24+ 0.44% |
$18.5K - $23K
|
5.53K
$4.35M
|