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 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
23+ 1.04% |
$17.8K - $22.1K
|
2.24K
$1.76M
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
23+ 0.83% |
$17.8K - $22.1K
|
2.8K
$2.2M
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
23+ 3.23% |
$17.8K - $22.1K
|
735
$578K
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
23+ 2.22% |
$17.8K - $22.1K
|
1.06K
$835K
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
BUY
|
- |
23+ 1.57% |
$17.8K - $22.1K
|
1.49K
$1.17M
|
|
Nov 12, 2024
Q3 2024
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
23+ 3.07% |
$17.8K - $22.1K
|
773
$608K
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
23+ 1.18% |
$17.8K - $22.1K
|
1.98K
$1.55M
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
22+ 0.56% |
$17K - $21.1K
|
3.92K
$3.08M
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
22+ 3.58% |
$17K - $21.1K
|
636
$500K
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
22+ 1.65% |
$17K - $21.1K
|
1.36K
$1.07M
|
|
Oct 29, 2024
Q3 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
22+ 0.42% |
$17K - $21.1K
|
5.21K
$4.1M
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
22+ 0.35% |
$17K - $21.1K
|
6.39K
$5.03M
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
22+ 0.15% |
$17K - $21.1K
|
14.9K
$11.7M
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
22+ 22.45% |
$17K - $21.1K
|
120
$94.4K
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
21+ 4.03% |
$16.2K - $20.2K
|
542
$427K
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
21+ 3.35% |
$16.2K - $20.2K
|
648
$510K
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
21+ 3.02% |
$16.2K - $20.2K
|
717
$564K
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
21+ 2.13% |
$16.2K - $20.2K
|
1.01K
$792K
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
21+ 0.17% |
$16.2K - $20.2K
|
12.5K
$9.8M
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
21+ 3.59% |
$16.2K - $20.2K
|
606
$477K
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
20+ 2.37% |
$15.4K - $19.2K
|
864
$680K
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
20+ 0.97% |
$15.4K - $19.2K
|
2.09K
$1.64M
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
20+ 1.04% |
$15.4K - $19.2K
|
1.95K
$1.53M
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
20+ 3.06% |
$15.4K - $19.2K
|
674
$530K
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
BUY
|
- |
20+ 1.02% |
$15.4K - $19.2K
|
1.98K
$1.56M
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
20+ 3.02% |
$15.4K - $19.2K
|
683
$537K
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
20+ 1.01% |
$15.4K - $19.2K
|
2.01K
$1.58M
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
20+ 2.11% |
$15.4K - $19.2K
|
970
$763K
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
20+ 0.47% |
$15.4K - $19.2K
|
4.27K
$3.36M
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
20+ 1.18% |
$15.4K - $19.2K
|
1.71K
$1.35M
|
|
Nov 13, 2024
Q3 2024
|
Elite Wealth Management, Inc.
|
BUY
|
- |
20+ 4.51% |
$15.4K - $19.2K
|
463
$364K
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
20+ 32.79% |
$15.4K - $19.2K
|
81
$63.7K
|
|
Oct 10, 2024
Q3 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
19+ 5.86% |
$14.7K - $18.2K
|
343
$270K
|
|
Oct 15, 2024
Q3 2024
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
19+ 0.49% |
$14.7K - $18.2K
|
3.91K
$3.07M
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
19+ 2.48% |
$14.7K - $18.2K
|
784
$617K
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
19+ 2.73% |
$14.7K - $18.2K
|
714
$562K
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
19+ 0.72% |
$14.7K - $18.2K
|
2.65K
$2.08M
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
18+ 4.18% |
$13.9K - $17.3K
|
449
$353K
|
|
Oct 23, 2024
Q3 2024
|
Ht Partners LLC
|
BUY
|
- |
18+ 0.42% |
$13.9K - $17.3K
|
4.26K
$3.35M
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
18+ 2.14% |
$13.9K - $17.3K
|
858
$675K
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
18+ 0.43% |
$13.9K - $17.3K
|
4.23K
$3.32M
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
18+ 0.2% |
$13.9K - $17.3K
|
8.86K
$6.97M
|
|
Nov 01, 2024
Q3 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
18+ 1.74% |
$13.9K - $17.3K
|
1.05K
$827K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
18+ 0.74% |
$13.9K - $17.3K
|
2.47K
$1.94M
|
|
Nov 08, 2024
Q3 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
18+ 0.16% |
$13.9K - $17.3K
|
11.2K
$8.79M
|
|
Oct 09, 2024
Q3 2024
|
Scott Capital Advisors, LLC
|
BUY
|
- |
17+ 2.36% |
$13.1K - $16.3K
|
738
$581K
|
|
Oct 15, 2024
Q3 2024
|
Insight Advisors, LLC
Newtown, PA |
BUY
|
- |
17+ 1.83% |
$13.1K - $16.3K
|
945
$744K
|
|
Oct 16, 2024
Q3 2024
|
Verum Partners LLC
Charlotte, NC |
BUY
|
- |
17+ 2.33% |
$13.1K - $16.3K
|
748
$589K
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
17+ 4.87% |
$13.1K - $16.3K
|
366
$288K
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
17+ 0.97% |
$13.1K - $16.3K
|
1.78K
$1.4M
|