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 12, 2024
Q3 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-187- 12.98% |
$144K - $180K
|
1.25K
$987K
|
|
|
Oct 15, 2024
Q3 2024
|
Peak Financial Management, Inc.
|
SELL
|
- |
-189- 45.22% |
$146K - $181K
|
229
$180K
|
|
|
Oct 23, 2024
Q3 2024
|
Osborne Partners Capital Management, LLC
|
SELL
|
- |
-189- 5.48% |
$146K - $181K
|
3.26K
$2.57M
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-189- 4.48% |
$146K - $181K
|
4.03K
$3.17M
|
|
|
Nov 15, 2024
Q3 2024
|
Financial Avengers, Inc.
Oakland, CA |
SELL
|
- |
-189- 11.21% |
$146K - $181K
|
1.5K
$1.18M
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-190- 2.88% |
$147K - $182K
|
6.4K
$5.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-190- 5.46% |
$147K - $182K
|
3.29K
$2.59M
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-191- 3.07% |
$147K - $183K
|
6.03K
$4.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-191- 3.63% |
$147K - $183K
|
5.07K
$3.99M
|
|
|
Nov 15, 2024
Q3 2024
|
First Dallas Securities Inc.
|
SELL
|
- |
-191- 4.66% |
$147K - $183K
|
3.91K
$3.08M
|
|
|
Oct 21, 2024
Q3 2024
|
Fortis Group Advisors, LLC
Westwood, NJ |
SELL
|
- |
-192- 4.19% |
$148K - $184K
|
4.4K
$3.46M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Square, LLC
|
SELL
|
- |
-192- 3.66% |
$148K - $184K
|
5.06K
$3.98M
|
|
|
Nov 07, 2024
Q3 2024
|
Holistic Financial Partners
|
SELL
|
- |
-193- 0.28% |
$149K - $185K
|
67.8K
$53.4M
|
|
|
Nov 08, 2024
Q3 2024
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-193- 0.99% |
$149K - $185K
|
19.3K
$15.1M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
SELL
|
- |
-194- 19.88% |
$150K - $186K
|
782
$615K
|
|
|
Oct 18, 2024
Q3 2024
|
Barden Capital Management, Inc.
|
SELL
|
- |
-194- 5.94% |
$150K - $186K
|
3.07K
$2.42M
|
|
|
Nov 06, 2024
Q3 2024
|
Snider Financial Group
Bellevue, WA |
SELL
|
- |
-195- 1.64% |
$151K - $187K
|
11.7K
$9.2M
|
|
|
Dec 02, 2024
Q3 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-196- 6.07% |
$151K - $188K
|
3.03K
$2.39M
|
|
|
Oct 22, 2024
Q3 2024
|
First National Bank Of Hutchinson
|
SELL
|
- |
-197- 10.26% |
$152K - $189K
|
1.72K
$1.36M
|
|
|
Nov 12, 2024
Q3 2024
|
Peachtree Investment Partners, LLC
Vero Beach, FL |
SELL
|
- |
-197- 0.71% |
$152K - $189K
|
27.6K
$21.7M
|
|
|
Nov 14, 2024
Q3 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-198- 1.37% |
$153K - $190K
|
14.3K
$11.2M
|
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-199- 3.77% |
$154K - $191K
|
5.08K
$4M
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-200- 8.82% |
$154K - $192K
|
2.07K
$1.63M
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
SELL
|
- |
-201- 11.49% |
$155K - $193K
|
1.55K
$1.22M
|
|
|
Oct 15, 2024
Q3 2024
|
True Mark Investments, LLC
Chicago, IL |
SELL
|
- |
-202- 8.89% |
$156K - $194K
|
2.07K
$1.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-203- 1.59% |
$157K - $195K
|
12.6K
$9.9M
|
|
|
Dec 12, 2024
Q3 2024
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
SELL
|
- |
-203- 7.28% |
$157K - $195K
|
2.59K
$2.03M
|
|
|
Nov 05, 2024
Q3 2024
|
First National Trust CO
|
SELL
|
- |
-205- 0.66% |
$158K - $197K
|
30.9K
$24.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-205- 6.32% |
$158K - $197K
|
3.04K
$2.39M
|
|
|
Oct 30, 2024
Q3 2024
|
One Plus One Wealth Management, LLC
|
SELL
|
- |
-206- 22.89% |
$159K - $198K
|
694
$546K
|
|
|
Oct 07, 2024
Q3 2024
|
Prentice Wealth Management LLC
|
SELL
|
- |
-207- 15.12% |
$160K - $199K
|
1.16K
$914K
|
|
|
Nov 12, 2024
Q3 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-207- 2.54% |
$160K - $199K
|
7.94K
$6.25M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
SELL
|
- |
-209- 1.43% |
$161K - $201K
|
14.4K
$11.3M
|
|
|
Oct 24, 2024
Q3 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
SELL
|
- |
-212- 46.39% |
$164K - $204K
|
245
$193K
|
|
|
Nov 14, 2024
Q3 2024
|
Reynders Mc Veigh Capital Management, LLC
|
SELL
|
- |
-212- 2.34% |
$164K - $204K
|
8.84K
$6.96M
|
|
|
Nov 07, 2024
Q3 2024
|
Next Capital Management LLC
|
SELL
|
- |
-214- 19.06% |
$165K - $205K
|
909
$715K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-216- 1.15% |
$167K - $207K
|
18.5K
$14.6M
|
|
|
Nov 14, 2024
Q3 2024
|
North Star Asset Management Inc
|
SELL
|
- |
-217- 1.33% |
$168K - $208K
|
16.1K
$12.7M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-219- 6.2% |
$169K - $210K
|
3.32K
$2.61M
|
|
|
Nov 13, 2024
Q3 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-219- 6.84% |
$169K - $210K
|
2.98K
$2.35M
|
|
|
Oct 16, 2024
Q3 2024
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-220- 0.66% |
$170K - $211K
|
32.9K
$25.9M
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
SELL
|
- |
-222- 1.23% |
$171K - $213K
|
17.9K
$14.1M
|
|
|
Nov 01, 2024
Q3 2024
|
Crumly & Associates Inc.
|
SELL
|
- |
-224- 32.94% |
$173K - $215K
|
456
$359K
|
|
|
Nov 04, 2024
Q3 2024
|
Entropy Technologies, LP
New York, NY |
SELL
|
- |
-224- 5.55% |
$173K - $215K
|
3.81K
$3M
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-224- 7.39% |
$173K - $215K
|
2.81K
$2.21M
|
|
|
Oct 04, 2024
Q3 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-226- 6.11% |
$175K - $217K
|
3.48K
$2.73M
|
|
|
Oct 25, 2024
Q3 2024
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-226- 3.05% |
$175K - $217K
|
7.2K
$5.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Northwest Bancshares, Inc.
Warren, PA |
SELL
|
- |
-227- 4.44% |
$175K - $218K
|
4.89K
$3.84M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-228- 5.87% |
$176K - $219K
|
3.66K
$2.88M
|
|
|
Nov 14, 2024
Q3 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
SELL
|
- |
-228- 20.16% |
$176K - $219K
|
903
$711K
|