Purchases and Sales Made in Q4 2024 in Eli Lilly & CO (LLY)
This table provides information about the institutional ownership of Eli Lilly & CO (LLY) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 29, 2025
Q4 2024
|
Park Capital Management, LLC / Wi
Madison, WI |
BUY
|
- |
427New |
$311K - $398K
|
427
$375K
|
|
|
Feb 06, 2025
Q4 2024
|
Wernau Asset Management Inc.
Gloucester, MA |
BUY
|
- |
426New |
$310K - $397K
|
426
$374K
|
|
|
Feb 04, 2025
Q4 2024
|
Wrapmanager Inc
|
BUY
|
- |
425+ 16.66% |
$309K - $396K
|
2.98K
$2.61M
|
|
|
Jan 15, 2025
Q4 2024
|
Shelton Wealth Management, LLC
|
BUY
|
- |
422+ 57.57% |
$307K - $393K
|
1.16K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
BUY
|
- |
422+ 27.87% |
$307K - $393K
|
1.94K
$1.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
420+ 50.0% |
$305K - $391K
|
1.26K
$1.11M
|
|
|
Jan 15, 2025
Q4 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
419+ 11.89% |
$305K - $391K
|
3.94K
$3.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
419New |
$305K - $391K
|
419
$368K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
418+ 4.62% |
$304K - $390K
|
9.46K
$8.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Lcm Capital Management Inc
|
BUY
|
- |
417New |
$303K - $389K
|
417
$366K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
416New |
$303K - $388K
|
416
$365K
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
414New |
$301K - $386K
|
414
$364K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
414+ 8.56% |
$301K - $386K
|
5.25K
$4.61M
|
|
|
Jan 28, 2025
Q4 2024
|
Conning Inc.
|
BUY
|
- |
411+ 4.03% |
$299K - $383K
|
10.6K
$9.32M
|
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
408New |
$297K - $380K
|
408
$358K
|
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
406New |
$295K - $378K
|
406
$357K
|
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
405+ 11.85% |
$295K - $377K
|
3.82K
$3.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
405+ 5.8% |
$295K - $377K
|
7.39K
$6.49M
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
403New |
$293K - $376K
|
403
$354K
|
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
401+ 7.05% |
$292K - $374K
|
6.09K
$5.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
398New |
$289K - $371K
|
398
$350K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
397+ 34.25% |
$289K - $370K
|
1.56K
$1.37M
|
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
395+ 12.21% |
$287K - $368K
|
3.63K
$3.19M
|
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
392+ 22.43% |
$285K - $365K
|
2.14K
$1.88M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
392+ 5.49% |
$285K - $365K
|
7.53K
$6.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
391New |
$284K - $364K
|
391
$343K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
391New |
$284K - $364K
|
391
$343K
|
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
386+ 494.87% |
$281K - $360K
|
464
$408K
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
382+ 23.74% |
$278K - $356K
|
1.99K
$1.75M
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
381+ 4.58% |
$277K - $355K
|
8.7K
$7.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
380+ 16.46% |
$276K - $354K
|
2.69K
$2.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
378+ 33.87% |
$275K - $352K
|
1.49K
$1.31M
|
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
377+ 8.3% |
$274K - $351K
|
4.92K
$4.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
375+ 7.6% |
$273K - $350K
|
5.31K
$4.66M
|
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
374+ 7.39% |
$272K - $349K
|
5.43K
$4.77M
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
371+ 89.18% |
$270K - $346K
|
787
$691K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
371+ 22.96% |
$270K - $346K
|
1.99K
$1.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
369+ 1.99% |
$268K - $344K
|
18.9K
$16.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
367+ 183.5% |
$267K - $342K
|
567
$498K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
366+ 16.19% |
$266K - $341K
|
2.63K
$2.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
365+ 116.99% |
$265K - $340K
|
677
$595K
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
364+ 1.02% |
$265K - $339K
|
36.1K
$31.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Sabal Trust CO
|
BUY
|
- |
360+ 6.63% |
$262K - $336K
|
5.79K
$5.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
356+ 14.87% |
$259K - $332K
|
2.75K
$2.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
355+ 2.23% |
$258K - $331K
|
16.2K
$14.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
352New |
$256K - $328K
|
352
$309K
|
|
|
Jan 13, 2025
Q4 2024
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
BUY
|
- |
351+ 29.77% |
$255K - $327K
|
1.53K
$1.34M
|
|
|
Jan 21, 2025
Q4 2024
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
351New |
$255K - $327K
|
351
$308K
|
|
|
Feb 03, 2025
Q4 2024
|
Dahring | Cusmano LLC
Novi, MI |
BUY
|
- |
350New |
$255K - $326K
|
350
$307K
|
|
|
Feb 05, 2025
Q4 2024
|
Central Asset Investments & Management Holdings (Hk) LTD
|
BUY
|
- |
350New |
$255K - $326K
|
350
$307K
|