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 16, 2024
Q3 2024
|
Firethorn Wealth Partners, LLC
|
BUY
|
- |
24+ 2.82% |
$18.5K - $23K
|
876
$661K
|
|
|
Oct 25, 2024
Q3 2024
|
Jacobsen Capital Management
|
BUY
|
- |
24+ 1.91% |
$18.5K - $23K
|
1.28K
$968K
|
|
|
Oct 30, 2024
Q3 2024
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
24+ 2.31% |
$18.5K - $23K
|
1.06K
$801K
|
|
|
Nov 05, 2024
Q3 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
24+ 10.13% |
$18.5K - $23K
|
261
$197K
|
|
|
Nov 05, 2024
Q3 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
24+ 2.17% |
$18.5K - $23K
|
1.13K
$855K
|
|
|
Nov 12, 2024
Q3 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
24+ 0.73% |
$18.5K - $23K
|
3.3K
$2.49M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
24+ 0.82% |
$18.5K - $23K
|
2.94K
$2.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
24+ 0.44% |
$18.5K - $23K
|
5.53K
$4.17M
|
|
|
Oct 17, 2024
Q3 2024
|
High Mark Wealth Management LLC
|
BUY
|
- |
23+ 1.04% |
$17.8K - $22.1K
|
2.24K
$1.69M
|
|
|
Oct 23, 2024
Q3 2024
|
Hudock, Inc.
|
BUY
|
- |
23+ 0.83% |
$17.8K - $22.1K
|
2.8K
$2.11M
|
|
|
Oct 25, 2024
Q3 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
23+ 3.23% |
$17.8K - $22.1K
|
735
$555K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
23+ 2.22% |
$17.8K - $22.1K
|
1.06K
$801K
|
|
|
Nov 05, 2024
Q3 2024
|
Bell Bank
|
BUY
|
- |
23+ 1.57% |
$17.8K - $22.1K
|
1.49K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
23+ 3.07% |
$17.8K - $22.1K
|
773
$584K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
23+ 1.18% |
$17.8K - $22.1K
|
1.98K
$1.49M
|
|
|
Oct 10, 2024
Q3 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
22+ 0.56% |
$17K - $21.1K
|
3.92K
$2.96M
|
|
|
Oct 15, 2024
Q3 2024
|
Lockerman Financial Group, Inc.
|
BUY
|
- |
22+ 3.58% |
$17K - $21.1K
|
636
$480K
|
|
|
Oct 16, 2024
Q3 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
22+ 1.65% |
$17K - $21.1K
|
1.36K
$1.02M
|
|
|
Oct 29, 2024
Q3 2024
|
Invesco, LLC
Des Plaines, IL |
BUY
|
- |
22+ 0.42% |
$17K - $21.1K
|
5.21K
$3.93M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
22+ 0.35% |
$17K - $21.1K
|
6.39K
$4.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
22+ 0.15% |
$17K - $21.1K
|
14.9K
$11.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
22+ 22.45% |
$17K - $21.1K
|
120
$90.6K
|
|
|
Oct 24, 2024
Q3 2024
|
Manchester Financial Inc
|
BUY
|
- |
21+ 4.03% |
$16.2K - $20.2K
|
542
$409K
|
|
|
Oct 29, 2024
Q3 2024
|
Lansing Street Advisors
|
BUY
|
- |
21+ 3.35% |
$16.2K - $20.2K
|
648
$489K
|
|
|
Oct 30, 2024
Q3 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
21+ 3.02% |
$16.2K - $20.2K
|
717
$541K
|
|
|
Nov 12, 2024
Q3 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
21+ 2.13% |
$16.2K - $20.2K
|
1.01K
$759K
|
|
|
Nov 12, 2024
Q3 2024
|
Plancorp, LLC
|
BUY
|
- |
21+ 0.17% |
$16.2K - $20.2K
|
12.5K
$9.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
21+ 3.59% |
$16.2K - $20.2K
|
606
$457K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
20+ 2.37% |
$15.4K - $19.2K
|
864
$652K
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
20+ 0.97% |
$15.4K - $19.2K
|
2.09K
$1.57M
|
|
|
Oct 18, 2024
Q3 2024
|
Essex LLC
|
BUY
|
- |
20+ 1.04% |
$15.4K - $19.2K
|
1.95K
$1.47M
|
|
|
Oct 28, 2024
Q3 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
20+ 3.06% |
$15.4K - $19.2K
|
674
$509K
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
BUY
|
- |
20+ 1.02% |
$15.4K - $19.2K
|
1.98K
$1.49M
|
|
|
Nov 01, 2024
Q3 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
20+ 3.02% |
$15.4K - $19.2K
|
683
$516K
|
|
|
Nov 12, 2024
Q3 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
20+ 1.01% |
$15.4K - $19.2K
|
2.01K
$1.51M
|
|
|
Nov 12, 2024
Q3 2024
|
Merriman Wealth Management, LLC
|
BUY
|
- |
20+ 2.11% |
$15.4K - $19.2K
|
970
$732K
|
|
|
Nov 13, 2024
Q3 2024
|
Philadelphia Trust CO
Philadelphia, PA |
BUY
|
- |
20+ 0.47% |
$15.4K - $19.2K
|
4.27K
$3.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
20+ 1.18% |
$15.4K - $19.2K
|
1.71K
$1.29M
|
|
|
Nov 13, 2024
Q3 2024
|
Elite Wealth Management, Inc.
|
BUY
|
- |
20+ 4.51% |
$15.4K - $19.2K
|
463
$350K
|
|
|
Nov 14, 2024
Q3 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
20+ 32.79% |
$15.4K - $19.2K
|
81
$61.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Rfg Holdings, Inc.
|
BUY
|
- |
19+ 5.86% |
$14.7K - $18.2K
|
343
$259K
|
|
|
Oct 15, 2024
Q3 2024
|
Bourne Lent Asset Management Inc
|
BUY
|
- |
19+ 0.49% |
$14.7K - $18.2K
|
3.91K
$2.95M
|
|
|
Oct 22, 2024
Q3 2024
|
Eagle Bay Advisors LLC
New York, NY |
BUY
|
- |
19+ 2.48% |
$14.7K - $18.2K
|
784
$592K
|
|
|
Nov 14, 2024
Q3 2024
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
19+ 2.73% |
$14.7K - $18.2K
|
714
$539K
|
|
|
Nov 14, 2024
Q3 2024
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
19+ 0.72% |
$14.7K - $18.2K
|
2.65K
$2M
|
|
|
Oct 22, 2024
Q3 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
18+ 4.18% |
$13.9K - $17.3K
|
449
$339K
|
|
|
Oct 23, 2024
Q3 2024
|
Ht Partners LLC
|
BUY
|
- |
18+ 0.42% |
$13.9K - $17.3K
|
4.26K
$3.21M
|
|
|
Oct 25, 2024
Q3 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
18+ 2.14% |
$13.9K - $17.3K
|
858
$648K
|
|
|
Oct 30, 2024
Q3 2024
|
Financial Security Advisor, Inc.
Virginia Beach, VA |
BUY
|
- |
18+ 0.43% |
$13.9K - $17.3K
|
4.23K
$3.19M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
18+ 0.2% |
$13.9K - $17.3K
|
8.86K
$6.69M
|