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 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
281+ 20.23% |
$204K - $262K
|
1.67K
$1.47M
|
|
|
Feb 04, 2025
Q4 2024
|
Life Goal Wealth Advisors
Saratoga Springs, NY |
BUY
|
- |
281New |
$204K - $262K
|
281
$247K
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
279+ 1.64% |
$203K - $260K
|
17.3K
$15.2M
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
278New |
$202K - $259K
|
278
$244K
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
278+ 10.92% |
$202K - $259K
|
2.82K
$2.48M
|
|
|
Feb 05, 2025
Q4 2024
|
Veridan Wealth LLC
West Linn, OR |
BUY
|
- |
277New |
$201K - $258K
|
277
$243K
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
276New |
$201K - $257K
|
276
$242K
|
|
|
Feb 07, 2025
Q4 2024
|
Coordinated Financial Services, Inc.
Denver, CO |
BUY
|
- |
275New |
$200K - $256K
|
275
$242K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
272+ 41.98% |
$198K - $254K
|
920
$808K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
272+ 14.44% |
$198K - $254K
|
2.16K
$1.89M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
272+ 10.28% |
$198K - $254K
|
2.92K
$2.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
271New |
$197K - $253K
|
271
$238K
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
270New |
$196K - $252K
|
270
$237K
|
|
|
Feb 06, 2025
Q4 2024
|
Woodley Farra Manion Portfolio Management Inc
|
BUY
|
- |
270+ 0.81% |
$196K - $252K
|
33.8K
$29.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
267+ 5.09% |
$194K - $249K
|
5.52K
$4.84M
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
267New |
$194K - $249K
|
267
$235K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
266+ 14.29% |
$193K - $248K
|
2.13K
$1.87M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
265New |
$193K - $247K
|
265
$233K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
264New |
$192K - $246K
|
264
$232K
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
263New |
$191K - $245K
|
263
$231K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Management Nebraska
Norfolk, NE |
BUY
|
- |
263New |
$191K - $245K
|
263
$231K
|
|
|
Jan 29, 2025
Q4 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
262+ 6.82% |
$191K - $244K
|
4.1K
$3.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
261+ 367.61% |
$190K - $243K
|
332
$292K
|
|
|
Feb 05, 2025
Q4 2024
|
Motco
|
BUY
|
- |
261+ 1.98% |
$190K - $243K
|
13.5K
$11.8M
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
258+ 8.0% |
$188K - $240K
|
3.48K
$3.06M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
257+ 10.84% |
$187K - $240K
|
2.63K
$2.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
256+ 3.45% |
$186K - $239K
|
7.68K
$6.75M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
255+ 5.91% |
$185K - $238K
|
4.57K
$4.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Destination Wealth Management
|
BUY
|
- |
254+ 0.93% |
$185K - $237K
|
27.6K
$24.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
253+ 2.22% |
$184K - $236K
|
11.7K
$10.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
251New |
$183K - $234K
|
251
$220K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
250New |
$182K - $233K
|
250
$220K
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
250+ 84.46% |
$182K - $233K
|
546
$480K
|
|
|
Feb 06, 2025
Q4 2024
|
Bbr Partners, LLC
New York, NY |
BUY
|
- |
250+ 15.66% |
$182K - $233K
|
1.85K
$1.62M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
249+ 8.9% |
$181K - $232K
|
3.05K
$2.68M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
245New |
$178K - $228K
|
245
$215K
|
|
|
Feb 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
240+ 4.7% |
$175K - $224K
|
5.34K
$4.69M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
239+ 5.08% |
$174K - $223K
|
4.94K
$4.34M
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
236+ 20.87% |
$172K - $220K
|
1.37K
$1.2M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
236+ 0.99% |
$172K - $220K
|
24K
$21.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
236New |
$172K - $220K
|
236
$207K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
236+ 3.4% |
$172K - $220K
|
7.18K
$6.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
233+ 10.63% |
$169K - $217K
|
2.43K
$2.13M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
232+ 1.85% |
$169K - $216K
|
12.8K
$11.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
232+ 7.48% |
$169K - $216K
|
3.33K
$2.93M
|
|
|
Feb 07, 2025
Q4 2024
|
Bender Robert & Associates
|
BUY
|
- |
232+ 1.29% |
$169K - $216K
|
18.3K
$16.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
230+ 38.98% |
$167K - $214K
|
820
$720K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
230+ 0.72% |
$167K - $214K
|
32.2K
$28.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
229+ 5.84% |
$167K - $213K
|
4.15K
$3.64M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
227+ 7.21% |
$165K - $212K
|
3.38K
$2.97M
|