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 04, 2024
Q3 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
5+ 2.07% |
$3.86K - $4.8K
|
246
$191K
|
|
|
Oct 08, 2024
Q3 2024
|
Helen Stephens Group, LLC
|
BUY
|
- |
5+ 1.3% |
$3.86K - $4.8K
|
390
$303K
|
|
|
Oct 10, 2024
Q3 2024
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
5+ 1.68% |
$3.86K - $4.8K
|
302
$234K
|
|
|
Oct 11, 2024
Q3 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
5+ 0.28% |
$3.86K - $4.8K
|
1.81K
$1.41M
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
5+ 0.63% |
$3.86K - $4.8K
|
794
$616K
|
|
|
Oct 22, 2024
Q3 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
5+ 1.39% |
$3.86K - $4.8K
|
366
$284K
|
|
|
Oct 22, 2024
Q3 2024
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
5+ 0.83% |
$3.86K - $4.8K
|
609
$473K
|
|
|
Oct 24, 2024
Q3 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
5+ 7.58% |
$3.86K - $4.8K
|
71
$55.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
5+ 0.8% |
$3.86K - $4.8K
|
631
$490K
|
|
|
Oct 31, 2024
Q3 2024
|
Cap Wealth Advisors, LLC
|
BUY
|
- |
5+ 1.14% |
$3.86K - $4.8K
|
443
$344K
|
|
|
Nov 05, 2024
Q3 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
5+ 0.03% |
$3.86K - $4.8K
|
14.9K
$11.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
5+ 0.41% |
$3.86K - $4.8K
|
1.21K
$943K
|
|
|
Nov 12, 2024
Q3 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
5+ 1.04% |
$3.86K - $4.8K
|
486
$377K
|
|
|
Nov 12, 2024
Q3 2024
|
Elite Life Management LLC
Erie, PA |
BUY
|
- |
5+ 2.11% |
$3.86K - $4.8K
|
242
$188K
|
|
|
Jan 29, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
5+ 1.15% |
$3.86K - $4.8K
|
439
$341K
|
|
|
Jan 28, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
5+ 1.15% |
$3.86K - $4.8K
|
439
$341K
|
|
|
May 28, 2025
Q3 2024
|
Intrua Financial, LLC
Houston, TX |
BUY
|
- |
5+ 0.33% |
$3.86K - $4.8K
|
1.51K
$1.17M
|
|
|
Oct 07, 2024
Q3 2024
|
Signal Point Asset Management, LLC
|
BUY
|
- |
4+ 0.27% |
$3.09K - $3.84K
|
1.5K
$1.16M
|
|
|
Oct 16, 2024
Q3 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
4+ 0.06% |
$3.09K - $3.84K
|
6.38K
$4.95M
|
|
|
Oct 17, 2024
Q3 2024
|
Riverview Trust CO
|
BUY
|
- |
4+ 0.63% |
$3.09K - $3.84K
|
636
$494K
|
|
|
Oct 23, 2024
Q3 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
4+ 0.12% |
$3.09K - $3.84K
|
3.34K
$2.59M
|
|
|
Oct 28, 2024
Q3 2024
|
Chapman Investment Management, LLC
|
BUY
|
- |
4+ 0.14% |
$3.09K - $3.84K
|
2.81K
$2.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Northeast Financial Group, Inc.
Tannersville, PA |
BUY
|
- |
4+ 0.65% |
$3.09K - $3.84K
|
618
$480K
|
|
|
Nov 08, 2024
Q3 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
4+ 0.62% |
$3.09K - $3.84K
|
653
$507K
|
|
|
Nov 08, 2024
Q3 2024
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
4+ 0.16% |
$3.09K - $3.84K
|
2.45K
$1.9M
|
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
4+ 0.14% |
$3.09K - $3.84K
|
2.81K
$2.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
4+ 1.19% |
$3.09K - $3.84K
|
339
$263K
|
|
|
Oct 04, 2024
Q3 2024
|
Curated Wealth Partners LLC
|
BUY
|
- |
3+ 0.96% |
$2.32K - $2.88K
|
316
$245K
|
|
|
Oct 04, 2024
Q3 2024
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
3+ 0.1% |
$2.32K - $2.88K
|
2.93K
$2.27M
|
|
|
Oct 07, 2024
Q3 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
3+ 0.59% |
$2.32K - $2.88K
|
512
$398K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
3+ 0.1% |
$2.32K - $2.88K
|
2.9K
$2.25M
|
|
|
Oct 17, 2024
Q3 2024
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
3+ 0.11% |
$2.32K - $2.88K
|
2.8K
$2.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
BUY
|
- |
3+ 0.54% |
$2.32K - $2.88K
|
563
$437K
|
|
|
Oct 18, 2024
Q3 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
BUY
|
- |
3+ 0.23% |
$2.32K - $2.88K
|
1.29K
$1M
|
|
|
Oct 25, 2024
Q3 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
3+ 0.74% |
$2.32K - $2.88K
|
407
$316K
|
|
|
Oct 30, 2024
Q3 2024
|
Hixon Zuercher, LLC
|
BUY
|
- |
3+ 0.17% |
$2.32K - $2.88K
|
1.78K
$1.38M
|
|
|
Oct 31, 2024
Q3 2024
|
Smith Thornton Advisors LLC
Huntsville, AL |
BUY
|
- |
3+ 0.66% |
$2.32K - $2.88K
|
459
$356K
|
|
|
Nov 01, 2024
Q3 2024
|
Seascape Capital Management
Portsmouth, NH |
BUY
|
- |
3+ 0.19% |
$2.32K - $2.88K
|
1.61K
$1.25M
|
|
|
Nov 01, 2024
Q3 2024
|
Demars Financial Group, LLC
|
BUY
|
- |
3+ 0.45% |
$2.32K - $2.88K
|
672
$522K
|
|
|
Nov 05, 2024
Q3 2024
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
3+ 0.15% |
$2.32K - $2.88K
|
2.01K
$1.56M
|
|
|
Nov 08, 2024
Q3 2024
|
R. W. Roge & Company, Inc.
Bohemia, NY |
BUY
|
- |
3+ 0.55% |
$2.32K - $2.88K
|
553
$429K
|
|
|
Nov 12, 2024
Q3 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
3+ 0.79% |
$2.32K - $2.88K
|
382
$297K
|
|
|
Nov 12, 2024
Q3 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
3+ 2.86% |
$2.32K - $2.88K
|
108
$83.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
3+ 0.34% |
$2.32K - $2.88K
|
879
$682K
|
|
|
Nov 14, 2024
Q3 2024
|
Swan Capital LLC
Pensacola, FL |
BUY
|
- |
2+ 1.47% |
$1.54K - $1.92K
|
138
$107K
|
|
|
Oct 10, 2024
Q3 2024
|
Paragon Capital Management LTD
|
BUY
|
- |
2+ 0.14% |
$1.54K - $1.92K
|
1.42K
$1.1M
|
|
|
Oct 16, 2024
Q3 2024
|
Annapolis Financial Services, LLC
|
BUY
|
- |
2+ 0.61% |
$1.54K - $1.92K
|
332
$258K
|
|
|
Oct 21, 2024
Q3 2024
|
Carson Allaria Wealth Management, Ltd.
|
BUY
|
- |
2+ 0.13% |
$1.54K - $1.92K
|
1.6K
$1.24M
|
|
|
Oct 21, 2024
Q3 2024
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
2+ 0.19% |
$1.54K - $1.92K
|
1.03K
$801K
|
|
|
Oct 24, 2024
Q3 2024
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2+ 0.07% |
$1.54K - $1.92K
|
2.85K
$2.21M
|