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
|
Leonard Rickey Investment Advisors P.L.L.C.
|
SELL
|
- |
-11- 2.9% |
$8.49K - $10.6K
|
368
$290K
|
|
|
Oct 23, 2024
Q3 2024
|
Investment Research & Advisory Group, Inc.
|
SELL
|
- |
-11- 0.17% |
$8.49K - $10.6K
|
6.42K
$5.06M
|
|
|
Oct 24, 2024
Q3 2024
|
Kooman & Associates
Altoona, PA |
SELL
|
- |
-11- 2.85% |
$8.49K - $10.6K
|
375
$295K
|
|
|
Oct 31, 2024
Q3 2024
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
SELL
|
- |
-11- 4.4% |
$8.49K - $10.6K
|
239
$188K
|
|
|
Nov 01, 2024
Q3 2024
|
Cypress Point Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-11- 2.63% |
$8.49K - $10.6K
|
408
$321K
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-11- 2.61% |
$8.49K - $10.6K
|
411
$323K
|
|
|
Nov 04, 2024
Q3 2024
|
Lipe & Dalton
|
SELL
|
- |
-11- 19.64% |
$8.49K - $10.6K
|
45
$35.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Nixon Peabody Trust CO
Boston, MA |
SELL
|
- |
-11- 0.47% |
$8.49K - $10.6K
|
2.35K
$1.85M
|
|
|
Nov 08, 2024
Q3 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
SELL
|
- |
-11- 1.62% |
$8.49K - $10.6K
|
666
$524K
|
|
|
Nov 12, 2024
Q3 2024
|
Guardian Capital LP
Toronto, A6 |
SELL
|
- |
-11- 0.59% |
$8.49K - $10.6K
|
1.84K
$1.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Main Street Group, LTD
Glen Allen, VA |
SELL
|
- |
-11- 20.75% |
$8.49K - $10.6K
|
42
$33.1K
|
|
|
Oct 08, 2024
Q3 2024
|
Howard Financial Services, Ltd.
|
SELL
|
- |
-12- 2.71% |
$9.27K - $11.5K
|
430
$338K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-12- 2.15% |
$9.27K - $11.5K
|
546
$430K
|
|
|
Nov 05, 2024
Q3 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-12- 9.52% |
$9.27K - $11.5K
|
114
$89.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-12- 0.05% |
$9.27K - $11.5K
|
24.8K
$19.5M
|
|
|
Nov 20, 2024
Q3 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
SELL
|
- |
-12- 0.47% |
$9.27K - $11.5K
|
2.55K
$2.01M
|
|
|
Oct 04, 2024
Q3 2024
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
SELL
|
- |
-13- 1.12% |
$10K - $12.5K
|
1.15K
$903K
|
|
|
Oct 15, 2024
Q3 2024
|
Monument Capital Management
|
SELL
|
- |
-13- 0.46% |
$10K - $12.5K
|
2.83K
$2.23M
|
|
|
Oct 15, 2024
Q3 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-13- 0.84% |
$10K - $12.5K
|
1.53K
$1.21M
|
|
|
Oct 16, 2024
Q3 2024
|
Riversedge Advisors, LLC
|
SELL
|
- |
-13- 5.24% |
$10K - $12.5K
|
235
$185K
|
|
|
Oct 21, 2024
Q3 2024
|
Eaton Cambridge Inc.
Phoenix, AZ |
SELL
|
- |
-13- 1.84% |
$10K - $12.5K
|
692
$545K
|
|
|
Nov 06, 2024
Q3 2024
|
Veery Capital, LLC
|
SELL
|
- |
-13- 3.87% |
$10K - $12.5K
|
323
$254K
|
|
|
Nov 07, 2024
Q3 2024
|
En Rich Financial Partners LLC
Madison, WI |
SELL
|
- |
-13- 23.64% |
$10K - $12.5K
|
42
$33.1K
|
|
|
Nov 08, 2024
Q3 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-13- 0.22% |
$10K - $12.5K
|
5.96K
$4.69M
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-13- 1.18% |
$10K - $12.5K
|
1.09K
$855K
|
|
|
Nov 13, 2024
Q3 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
SELL
|
- |
-13- 7.69% |
$10K - $12.5K
|
156
$123K
|
|
|
Oct 02, 2024
Q3 2024
|
American National Bank
|
SELL
|
- |
-14- 0.21% |
$10.8K - $13.4K
|
6.58K
$5.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Ulland Investment Advisors, LLC
|
SELL
|
- |
-14- 6.54% |
$10.8K - $13.4K
|
200
$157K
|
|
|
Oct 29, 2024
Q3 2024
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-14- 0.09% |
$10.8K - $13.4K
|
15K
$11.8M
|
|
|
Nov 06, 2024
Q3 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-14- 1.11% |
$10.8K - $13.4K
|
1.24K
$979K
|
|
|
Nov 06, 2024
Q3 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-14- 0.75% |
$10.8K - $13.4K
|
1.85K
$1.45M
|
|
|
Nov 07, 2024
Q3 2024
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-14- 0.8% |
$10.8K - $13.4K
|
1.74K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-14- 1.4% |
$10.8K - $13.4K
|
987
$777K
|
|
|
Nov 18, 2024
Q3 2024
|
Hohimer Wealth Management, LLC
|
SELL
|
- |
-14- 3.26% |
$10.8K - $13.4K
|
416
$327K
|
|
|
Oct 02, 2024
Q3 2024
|
Stonehearth Capital Management, LLC
|
SELL
|
- |
-15- 5.66% |
$11.6K - $14.4K
|
250
$197K
|
|
|
Oct 15, 2024
Q3 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-15- 4.11% |
$11.6K - $14.4K
|
350
$275K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-15- 0.77% |
$11.6K - $14.4K
|
1.93K
$1.52M
|
|
|
Oct 16, 2024
Q3 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-15- 0.58% |
$11.6K - $14.4K
|
2.58K
$2.03M
|
|
|
Oct 16, 2024
Q3 2024
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-15- 5.56% |
$11.6K - $14.4K
|
255
$201K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-15- 0.06% |
$11.6K - $14.4K
|
25.8K
$20.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Hudson Value Partners, LLC
|
SELL
|
- |
-15- 1.08% |
$11.6K - $14.4K
|
1.37K
$1.08M
|
|
|
Nov 01, 2024
Q3 2024
|
Scott & Selber, Inc.
|
SELL
|
- |
-15- 0.7% |
$11.6K - $14.4K
|
2.12K
$1.67M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of New Jersey Common Pension Fund D
|
SELL
|
- |
-15- 0.01% |
$11.6K - $14.4K
|
298K
$235M
|
|
|
Nov 08, 2024
Q3 2024
|
Mas Advisors LLC
Miami, FL |
SELL
|
- |
-15- 3.99% |
$11.6K - $14.4K
|
361
$284K
|
|
|
Nov 08, 2024
Q3 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-15- 0.66% |
$11.6K - $14.4K
|
2.24K
$1.77M
|
|
|
Nov 12, 2024
Q3 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-15- 0.3% |
$11.6K - $14.4K
|
4.94K
$3.89M
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-15- 0.54% |
$11.6K - $14.4K
|
2.74K
$2.16M
|
|
|
Nov 15, 2024
Q3 2024
|
Hamilton Capital, LLC
Columbus, OH |
SELL
|
- |
-15- 1.49% |
$11.6K - $14.4K
|
992
$781K
|
|
|
Oct 09, 2024
Q3 2024
|
Bank & Trust CO
Litchfield, IL |
SELL
|
- |
-16- 0.13% |
$12.4K - $15.4K
|
12.3K
$9.66M
|
|
|
Oct 24, 2024
Q3 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-16- 1.3% |
$12.4K - $15.4K
|
1.22K
$958K
|