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 |
---|---|---|---|---|---|---|---|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
3+ 0.55% |
$2.32K - $2.88K
|
553
$414K
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
3+ 0.79% |
$2.32K - $2.88K
|
382
$286K
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
3+ 2.86% |
$2.32K - $2.88K
|
108
$80.8K
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
3+ 0.34% |
$2.32K - $2.88K
|
879
$658K
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
2+ 1.47% |
$1.54K - $1.92K
|
138
$103K
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
2+ 0.14% |
$1.54K - $1.92K
|
1.42K
$1.06M
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2+ 0.61% |
$1.54K - $1.92K
|
332
$248K
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 0.13% |
$1.54K - $1.92K
|
1.6K
$1.19M
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2+ 0.19% |
$1.54K - $1.92K
|
1.03K
$772K
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.07% |
$1.54K - $1.92K
|
2.85K
$2.13M
|
|
Oct 25, 2024
Q3 2024
|
True Link Financial Advisors, LLC
|
BUY
|
- |
2+ 0.24% |
$1.54K - $1.92K
|
827
$619K
|
|
Oct 29, 2024
Q3 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
2+ 0.35% |
$1.54K - $1.92K
|
581
$435K
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
2+ 0.05% |
$1.54K - $1.92K
|
4.12K
$3.08M
|
|
Nov 07, 2024
Q3 2024
|
M. Kulyk & Associates, LLC
|
BUY
|
- |
2+ 0.6% |
$1.54K - $1.92K
|
333
$249K
|
|
Nov 12, 2024
Q3 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
2+ 0.75% |
$1.54K - $1.92K
|
270
$202K
|
|
Nov 13, 2024
Q3 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
BUY
|
- |
2+ 0.62% |
$1.54K - $1.92K
|
324
$242K
|
|
Nov 13, 2024
Q3 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
2+ 0.22% |
$1.54K - $1.92K
|
902
$675K
|
|
Nov 14, 2024
Q3 2024
|
Cheviot Value Management, LLC
|
BUY
|
- |
2+ 0.35% |
$1.54K - $1.92K
|
581
$435K
|
|
Nov 14, 2024
Q3 2024
|
Aureus Asset Management, LLC
Boston, MA |
BUY
|
- |
2+ 0.06% |
$1.54K - $1.92K
|
3.43K
$2.57M
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
1+ 0.19% |
$772 - $960
|
517
$387K
|
|
Oct 03, 2024
Q3 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
1+ 0.03% |
$772 - $960
|
3.47K
$2.6M
|
|
Oct 04, 2024
Q3 2024
|
Seneca House Advisors
|
BUY
|
- |
1+ 0.09% |
$772 - $960
|
1.12K
$839K
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
1+ 0.06% |
$772 - $960
|
1.66K
$1.24M
|
|
Oct 07, 2024
Q3 2024
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
1+ 0.14% |
$772 - $960
|
730
$546K
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
1+ 0.19% |
$772 - $960
|
536
$401K
|
|
Oct 08, 2024
Q3 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
BUY
|
- |
1+ 0.27% |
$772 - $960
|
368
$275K
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1+ 0.22% |
$772 - $960
|
460
$344K
|
|
Oct 11, 2024
Q3 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
1+ 0.14% |
$772 - $960
|
738
$552K
|
|
Oct 15, 2024
Q3 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
1+ 0.46% |
$772 - $960
|
220
$165K
|
|
Oct 15, 2024
Q3 2024
|
Mustard Seed Financial, LLC
Magnolia, AR |
BUY
|
- |
1+ 0.04% |
$772 - $960
|
2.3K
$1.72M
|
|
Oct 15, 2024
Q3 2024
|
Gleason Group, Inc.
|
BUY
|
- |
1+ 0.04% |
$772 - $960
|
2.25K
$1.68M
|
|
Oct 15, 2024
Q3 2024
|
Sentry LLC
Memphis, TN |
BUY
|
- |
1+ 0.02% |
$772 - $960
|
5.01K
$3.74M
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1+ 0.02% |
$772 - $960
|
6.17K
$4.62M
|
|
Oct 15, 2024
Q3 2024
|
Leisure Capital Management
|
BUY
|
- |
1+ 0.09% |
$772 - $960
|
1.07K
$801K
|
|
Oct 16, 2024
Q3 2024
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.3% |
$772 - $960
|
334
$250K
|
|
Oct 18, 2024
Q3 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
1+ 0.4% |
$772 - $960
|
254
$190K
|
|
Oct 21, 2024
Q3 2024
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
1+ 0.14% |
$772 - $960
|
694
$519K
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
1+ 0.13% |
$772 - $960
|
756
$565K
|
|
Oct 23, 2024
Q3 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
1+ 0.08% |
$772 - $960
|
1.29K
$968K
|
|
Oct 24, 2024
Q3 2024
|
First Bank & Trust
|
BUY
|
- |
1+ 0.18% |
$772 - $960
|
547
$409K
|
|
Oct 25, 2024
Q3 2024
|
Center For Asset Management LLC
|
BUY
|
- |
1+ 0.15% |
$772 - $960
|
648
$485K
|
|
Oct 25, 2024
Q3 2024
|
First Command Advisory Services, Inc.
|
BUY
|
- |
1+ 0.05% |
$772 - $960
|
2.03K
$1.52M
|
|
Oct 25, 2024
Q3 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
1+ 0.17% |
$772 - $960
|
590
$441K
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1+ 0.16% |
$772 - $960
|
634
$474K
|
|
Oct 28, 2024
Q3 2024
|
Gr Financial Group, LLC
Tucson, AZ |
BUY
|
- |
1+ 0.18% |
$772 - $960
|
567
$424K
|
|
Oct 29, 2024
Q3 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1+ 0.43% |
$772 - $960
|
236
$177K
|
|
Oct 29, 2024
Q3 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.09% |
$772 - $960
|
1.1K
$824K
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$772 - $960
|
1.65K
$1.23M
|
|
Oct 30, 2024
Q3 2024
|
Long Run Wealth Advisors, LLC
|
BUY
|
- |
1+ 0.43% |
$772 - $960
|
232
$174K
|
|
Nov 07, 2024
Q3 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
1+ 0.06% |
$772 - $960
|
1.67K
$1.25M
|