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 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
9+ 0.47% |
$6.95K - $8.64K
|
1.92K
$1.43M
|
|
|
Oct 15, 2024
Q3 2024
|
Ullmann Wealth Partners Group, LLC
|
BUY
|
- |
9+ 1.82% |
$6.95K - $8.64K
|
503
$376K
|
|
|
Oct 16, 2024
Q3 2024
|
Twelve Points Wealth Management LLC
|
BUY
|
- |
9+ 1.11% |
$6.95K - $8.64K
|
820
$613K
|
|
|
Oct 16, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
9+ 1.16% |
$6.95K - $8.64K
|
788
$589K
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
9+ 1.09% |
$6.95K - $8.64K
|
831
$622K
|
|
|
Oct 23, 2024
Q3 2024
|
Gray Wealth Management Inc.
Bangor, ME |
BUY
|
- |
9+ 0.52% |
$6.95K - $8.64K
|
1.74K
$1.3M
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
9+ 0.32% |
$6.95K - $8.64K
|
2.83K
$2.12M
|
|
|
Oct 31, 2024
Q3 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
9+ 2.45% |
$6.95K - $8.64K
|
377
$282K
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
9+ 2.47% |
$6.95K - $8.64K
|
374
$280K
|
|
|
Nov 08, 2024
Q3 2024
|
Wambolt & Associates, LLC
|
BUY
|
- |
9+ 0.5% |
$6.95K - $8.64K
|
1.82K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
9+ 0.1% |
$6.95K - $8.64K
|
9.28K
$6.94M
|
|
|
Nov 13, 2024
Q3 2024
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
9+ 90.0% |
$6.95K - $8.64K
|
19
$14.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
9+ 1.92% |
$6.95K - $8.64K
|
478
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Blue Chip Wealth Advisors LLC
Milton, GA |
BUY
|
- |
9+ 2.15% |
$6.95K - $8.64K
|
427
$319K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
9+ 0.35% |
$6.95K - $8.64K
|
2.59K
$1.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
9+ 2.37% |
$6.95K - $8.64K
|
389
$291K
|
|
|
Nov 15, 2024
Q3 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
9+ 60.0% |
$6.95K - $8.64K
|
24
$18K
|
|
|
Oct 04, 2024
Q3 2024
|
Halpern Financial, Inc.
Ashburn, VA |
BUY
|
- |
8+ 2.29% |
$6.18K - $7.68K
|
358
$268K
|
|
|
Oct 11, 2024
Q3 2024
|
Smith Chas P & Associates Pa Cpas
|
BUY
|
- |
8+ 0.52% |
$6.18K - $7.68K
|
1.54K
$1.15M
|
|
|
Oct 15, 2024
Q3 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
8+ 3.19% |
$6.18K - $7.68K
|
259
$194K
|
|
|
Oct 16, 2024
Q3 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
8+ 2.06% |
$6.18K - $7.68K
|
396
$296K
|
|
|
Oct 18, 2024
Q3 2024
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
8+ 1.15% |
$6.18K - $7.68K
|
701
$524K
|
|
|
Oct 18, 2024
Q3 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
8+ 4.49% |
$6.18K - $7.68K
|
186
$139K
|
|
|
Oct 22, 2024
Q3 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
8+ 2.31% |
$6.18K - $7.68K
|
355
$266K
|
|
|
Oct 24, 2024
Q3 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
8+ 0.81% |
$6.18K - $7.68K
|
991
$741K
|
|
|
Oct 28, 2024
Q3 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
8+ 0.32% |
$6.18K - $7.68K
|
2.53K
$1.89M
|
|
|
Oct 30, 2024
Q3 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
8+ 2.79% |
$6.18K - $7.68K
|
295
$221K
|
|
|
Oct 31, 2024
Q3 2024
|
Pay Pay Securities Corp
Tokyo, M0 |
BUY
|
- |
8+ 53.33% |
$6.18K - $7.68K
|
23
$17.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8+ 5.37% |
$6.18K - $7.68K
|
157
$117K
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
8+ 1.48% |
$6.18K - $7.68K
|
547
$409K
|
|
|
Nov 07, 2024
Q3 2024
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
8+ 1.11% |
$6.18K - $7.68K
|
731
$547K
|
|
|
Nov 08, 2024
Q3 2024
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
BUY
|
- |
8+ 0.64% |
$6.18K - $7.68K
|
1.26K
$944K
|
|
|
Nov 08, 2024
Q3 2024
|
Paces Ferry Wealth Advisors, LLC
|
BUY
|
- |
8+ 1.95% |
$6.18K - $7.68K
|
419
$313K
|
|
|
Nov 14, 2024
Q3 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
8+ 1.35% |
$6.18K - $7.68K
|
602
$450K
|
|
|
Nov 14, 2024
Q3 2024
|
Fin Dec Wealth Services, Inc.
Stockton, CA |
BUY
|
- |
8+ 1.86% |
$6.18K - $7.68K
|
437
$327K
|
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
7+ 0.14% |
$5.4K - $6.72K
|
4.93K
$3.69M
|
|
|
Oct 10, 2024
Q3 2024
|
Asio Capital, LLC
|
BUY
|
- |
7+ 0.61% |
$5.4K - $6.72K
|
1.16K
$870K
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
7+ 1.97% |
$5.4K - $6.72K
|
363
$272K
|
|
|
Oct 18, 2024
Q3 2024
|
Cahaba Wealth Management, Inc.
|
BUY
|
- |
7+ 0.51% |
$5.4K - $6.72K
|
1.38K
$1.03M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
7+ 11.86% |
$5.4K - $6.72K
|
66
$49.4K
|
|
|
Oct 24, 2024
Q3 2024
|
44 Wealth Management LLC
|
BUY
|
- |
7+ 0.35% |
$5.4K - $6.72K
|
2.03K
$1.52M
|
|
|
Oct 29, 2024
Q3 2024
|
Indie Asset Partners, LLC
Carmel, IN |
BUY
|
- |
7+ 0.01% |
$5.4K - $6.72K
|
60.7K
$45.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Sage Rhino Capital LLC
|
BUY
|
- |
7+ 0.33% |
$5.4K - $6.72K
|
2.15K
$1.61M
|
|
|
Nov 05, 2024
Q3 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
7+ 0.67% |
$5.4K - $6.72K
|
1.06K
$790K
|
|
|
Nov 06, 2024
Q3 2024
|
Koa Wealth Management, LLC
Encinitas, CA |
BUY
|
- |
7+ 2.93% |
$5.4K - $6.72K
|
246
$184K
|
|
|
Nov 07, 2024
Q3 2024
|
First Western Trust Bank
Denver, CO |
BUY
|
- |
7+ 0.49% |
$5.4K - $6.72K
|
1.43K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
7+ 0.78% |
$5.4K - $6.72K
|
899
$672K
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
7+ 0.85% |
$5.4K - $6.72K
|
829
$620K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Counsel LLC
New York, NY |
BUY
|
- |
7+ 2.46% |
$5.4K - $6.72K
|
292
$218K
|
|
|
Oct 10, 2024
Q3 2024
|
Next Level Private LLC
Harrison, NY |
BUY
|
- |
6+ 0.86% |
$4.63K - $5.76K
|
706
$528K
|