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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.69K+ 185.27% |
$1.23M - $1.57M
|
2.6K
$2.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.67K+ 23.76% |
$1.22M - $1.56M
|
8.71K
$7.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Iconiq Capital, LLC
San Francisco, CA |
BUY
|
- |
1.67K+ 93.67% |
$1.22M - $1.56M
|
3.46K
$2.83M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.67K+ 23.36% |
$1.21M - $1.55M
|
8.79K
$7.19M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.66K+ 7.2% |
$1.21M - $1.55M
|
24.8K
$20.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
1.66K+ 155.93% |
$1.2M - $1.54M
|
2.72K
$2.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
1.66K+ 96.78% |
$1.2M - $1.54M
|
3.37K
$2.75M
|
|
|
Feb 14, 2025
Q4 2024
|
Nebula Research & Development LLC
New York, NY |
BUY
|
- |
1.64K+ 66.61% |
$1.19M - $1.53M
|
4.1K
$3.35M
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
1.64KNew |
$1.19M - $1.53M
|
1.64K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Sulzberger Capital Advisors, Inc.
Miami, FL |
BUY
|
- |
1.63KNew |
$1.19M - $1.52M
|
1.63K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
1.62KNew |
$1.18M - $1.51M
|
1.62K
$1.33M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.62K+ 8.97% |
$1.18M - $1.51M
|
19.7K
$16.1M
|
|
|
Feb 10, 2025
Q4 2024
|
Sienna Gestion
Paris, I0 |
BUY
|
- |
1.62K+ 8.58% |
$1.18M - $1.51M
|
20.5K
$16.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.61K+ 5.95% |
$1.17M - $1.5M
|
28.7K
$23.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Guerra Advisors Inc
Miami, FL |
BUY
|
- |
1.61KNew |
$1.17M - $1.5M
|
1.61K
$1.31M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.61KNew |
$1.17M - $1.5M
|
1.61K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Hmv Wealth Advisors, LLC
Shreveport, LA |
BUY
|
- |
1.6KNew |
$1.17M - $1.5M
|
1.6K
$1.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.6K+ 14.7% |
$1.16M - $1.49M
|
12.5K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Maven Securities LTD
St Helier, Y9 |
BUY
|
- |
1.59K+ 54.97% |
$1.15M - $1.48M
|
4.47K
$3.66M
|
|
|
Feb 12, 2025
Q4 2024
|
Pioneer Trust Bank N A
Salem, OR |
BUY
|
- |
1.58K+ 17.21% |
$1.15M - $1.47M
|
10.8K
$8.8M
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.58KNew |
$1.15M - $1.47M
|
1.58K
$1.29M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.58KNew |
$1.15M - $1.47M
|
1.58K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
1.57KNew |
$1.14M - $1.46M
|
1.57K
$1.28M
|
|
|
Feb 11, 2025
Q4 2024
|
Symmetry Partners, LLC
|
BUY
|
- |
1.56K+ 343.08% |
$1.14M - $1.45M
|
2.02K
$1.65M
|
|
|
Feb 12, 2025
Q4 2024
|
May Hill Capital, LLC
Cohasset, MA |
BUY
|
- |
1.56KNew |
$1.14M - $1.45M
|
1.56K
$1.28M
|
|
|
Feb 13, 2025
Q4 2024
|
Apg Asset Management Us Inc.
New York, NY |
BUY
|
- |
1.55K+ 11.63% |
$1.13M - $1.45M
|
14.9K
$12.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Sectoral Asset Management Inc
Montreal, A8 |
BUY
|
- |
1.55K+ 14.1% |
$1.13M - $1.44M
|
12.5K
$10.3M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.55K+ 39.56% |
$1.13M - $1.44M
|
5.47K
$4.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
1.54KNew |
$1.12M - $1.44M
|
1.54K
$1.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Bay Capital Advisors, LLC
Virginia Beach, VA |
BUY
|
- |
1.53KNew |
$1.11M - $1.42M
|
1.53K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
1.52K+ 5.44% |
$1.1M - $1.42M
|
29.4K
$24.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.5KNew |
$1.09M - $1.4M
|
1.5K
$1.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Nwi Management LP
New York, NY |
BUY
|
- |
1.5KNew |
$1.09M - $1.4M
|
1.5K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.49KNew |
$1.08M - $1.39M
|
1.49K
$1.22M
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1.49K+ 15.52% |
$1.08M - $1.39M
|
11.1K
$9.06M
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
1.49K+ 7.7% |
$1.08M - $1.39M
|
20.8K
$17M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
1.48K+ 17.62% |
$1.08M - $1.38M
|
9.9K
$8.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.48KNew |
$1.08M - $1.38M
|
1.48K
$1.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Freestone Grove Partners LP
San Francisco, CA |
BUY
|
- |
1.47KNew |
$1.07M - $1.37M
|
1.47K
$1.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Persistent Asset Partners LTD
Hong Kong, K3 |
BUY
|
- |
1.47KNew |
$1.07M - $1.37M
|
1.47K
$1.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Impact Capital Partners LLC
Greenwood Village, CO |
BUY
|
- |
1.46KNew |
$1.06M - $1.36M
|
1.46K
$1.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.45K+ 23.6% |
$1.05M - $1.35M
|
7.59K
$6.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Hobbs Wealth Management, LLC
Zionsville, IN |
BUY
|
- |
1.45KNew |
$1.05M - $1.35M
|
1.45K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
1.43KNew |
$1.04M - $1.33M
|
1.43K
$1.17M
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
1.43KNew |
$1.04M - $1.33M
|
1.43K
$1.17M
|
|
|
Feb 14, 2025
Q4 2024
|
Westwood Holdings Group Inc
Dallas, TX |
BUY
|
- |
1.41K+ 36.47% |
$1.03M - $1.31M
|
5.28K
$4.32M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.4K+ 244.33% |
$1.02M - $1.3M
|
1.97K
$1.61M
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.4KNew |
$1.02M - $1.3M
|
1.4K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
1.38KNew |
$1.01M - $1.29M
|
1.38K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
1.38KNew |
$1.01M - $1.29M
|
1.38K
$1.13M
|