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 15, 2024
Q3 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
BUY
|
- |
6+ 0.65% |
$4.63K - $5.76K
|
933
$698K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
6+ 100.0% |
$4.63K - $5.76K
|
12
$8.98K
|
|
|
Oct 23, 2024
Q3 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
6+ 0.41% |
$4.63K - $5.76K
|
1.47K
$1.1M
|
|
|
Oct 24, 2024
Q3 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
6+ 0.37% |
$4.63K - $5.76K
|
1.61K
$1.21M
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
6+ 0.2% |
$4.63K - $5.76K
|
3.01K
$2.25M
|
|
|
Oct 31, 2024
Q3 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
6+ 0.62% |
$4.63K - $5.76K
|
972
$727K
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
6+ 1.78% |
$4.63K - $5.76K
|
344
$257K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6+ 0.3% |
$4.63K - $5.76K
|
2K
$1.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Capital City Trust CO
|
BUY
|
- |
6+ 0.74% |
$4.63K - $5.76K
|
822
$615K
|
|
|
Nov 07, 2024
Q3 2024
|
Tranquility Partners, LLC
|
BUY
|
- |
6+ 0.63% |
$4.63K - $5.76K
|
952
$712K
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
6+ 0.57% |
$4.63K - $5.76K
|
1.06K
$796K
|
|
|
Nov 14, 2024
Q3 2024
|
Excalibur Management Corp
|
BUY
|
- |
6+ 0.44% |
$4.63K - $5.76K
|
1.38K
$1.03M
|
|
|
Oct 01, 2024
Q3 2024
|
Davis Capital Management
Jacksonville, FL |
BUY
|
- |
5+ 4.5% |
$3.86K - $4.8K
|
116
$86.8K
|
|
|
Oct 04, 2024
Q3 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
5+ 2.07% |
$3.86K - $4.8K
|
246
$184K
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
5+ 1.3% |
$3.86K - $4.8K
|
390
$292K
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
5+ 1.68% |
$3.86K - $4.8K
|
302
$226K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
5+ 0.28% |
$3.86K - $4.8K
|
1.81K
$1.36M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.63% |
$3.86K - $4.8K
|
794
$594K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
5+ 1.39% |
$3.86K - $4.8K
|
366
$274K
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
5+ 0.83% |
$3.86K - $4.8K
|
609
$456K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
5+ 7.58% |
$3.86K - $4.8K
|
71
$53.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.8% |
$3.86K - $4.8K
|
631
$472K
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
5+ 1.14% |
$3.86K - $4.8K
|
443
$331K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
5+ 0.03% |
$3.86K - $4.8K
|
14.9K
$11.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
5+ 0.41% |
$3.86K - $4.8K
|
1.21K
$908K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
5+ 1.04% |
$3.86K - $4.8K
|
486
$364K
|
|
|
Nov 12, 2024
Q3 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
5+ 2.11% |
$3.86K - $4.8K
|
242
$181K
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
4+ 0.27% |
$3.09K - $3.84K
|
1.5K
$1.12M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
4+ 0.06% |
$3.09K - $3.84K
|
6.38K
$4.77M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
4+ 0.63% |
$3.09K - $3.84K
|
636
$476K
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4+ 0.12% |
$3.09K - $3.84K
|
3.34K
$2.5M
|
|
|
Oct 28, 2024
Q3 2024
|
Chapman Investment Management, LLC
|
BUY
|
- |
4+ 0.14% |
$3.09K - $3.84K
|
2.81K
$2.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
4+ 0.65% |
$3.09K - $3.84K
|
618
$462K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
4+ 0.62% |
$3.09K - $3.84K
|
653
$488K
|
|
|
Nov 08, 2024
Q3 2024
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
4+ 0.16% |
$3.09K - $3.84K
|
2.45K
$1.83M
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
4+ 0.14% |
$3.09K - $3.84K
|
2.81K
$2.1M
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
4+ 1.19% |
$3.09K - $3.84K
|
339
$254K
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
3+ 0.96% |
$2.32K - $2.88K
|
316
$236K
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
3+ 0.1% |
$2.32K - $2.88K
|
2.93K
$2.19M
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
3+ 0.59% |
$2.32K - $2.88K
|
512
$383K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3+ 0.1% |
$2.32K - $2.88K
|
2.9K
$2.17M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.11% |
$2.32K - $2.88K
|
2.8K
$2.09M
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
3+ 0.54% |
$2.32K - $2.88K
|
563
$421K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
3+ 0.23% |
$2.32K - $2.88K
|
1.29K
$964K
|
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
3+ 0.74% |
$2.32K - $2.88K
|
407
$304K
|
|
|
Oct 30, 2024
Q3 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
3+ 0.17% |
$2.32K - $2.88K
|
1.78K
$1.33M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
3+ 0.66% |
$2.32K - $2.88K
|
459
$343K
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
3+ 0.19% |
$2.32K - $2.88K
|
1.61K
$1.21M
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
3+ 0.45% |
$2.32K - $2.88K
|
672
$503K
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
3+ 0.15% |
$2.32K - $2.88K
|
2.01K
$1.51M
|