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 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
30+ 32.61% |
$21.8K - $28K
|
122
$99K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
30+ 1.54% |
$21.8K - $28K
|
1.98K
$1.61M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
29+ 5.41% |
$21.1K - $27K
|
565
$458K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
29+ 2.98% |
$21.1K - $27K
|
1K
$813K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
28+ 0.79% |
$20.4K - $26.1K
|
3.56K
$2.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
27+ 1.29% |
$19.6K - $25.2K
|
2.11K
$1.71M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
27+ 1.8% |
$19.6K - $25.2K
|
1.53K
$1.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
27+ 2.4% |
$19.6K - $25.2K
|
1.15K
$935K
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
26+ 9.92% |
$18.9K - $24.2K
|
288
$234K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
25+ 1.0% |
$18.2K - $23.3K
|
2.53K
$2.06M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
25+ 7.02% |
$18.2K - $23.3K
|
381
$309K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
25+ 0.59% |
$18.2K - $23.3K
|
4.25K
$3.44M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
24+ 4.01% |
$17.5K - $22.4K
|
623
$505K
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
24+ 8.05% |
$17.5K - $22.4K
|
322
$261K
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
24+ 7.02% |
$17.5K - $22.4K
|
366
$297K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
23+ 0.42% |
$16.7K - $21.4K
|
5.51K
$4.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
23+ 6.1% |
$16.7K - $21.4K
|
400
$324K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
23+ 1.18% |
$16.7K - $21.4K
|
1.96K
$1.59M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
23+ 0.63% |
$16.7K - $21.4K
|
3.69K
$2.99M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
22+ 0.42% |
$16K - $20.5K
|
5.28K
$4.28M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
21+ 5.56% |
$15.3K - $19.6K
|
399
$324K
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
21+ 3.7% |
$15.3K - $19.6K
|
589
$478K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
21+ 1.02% |
$15.3K - $19.6K
|
2.07K
$1.68M
|
|
|
Jan 06, 2025
Q4 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
BUY
|
- |
20+ 1.37% |
$14.5K - $18.6K
|
1.48K
$1.2M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
20+ 80.0% |
$14.5K - $18.6K
|
45
$36.5K
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
20+ 1.56% |
$14.5K - $18.6K
|
1.3K
$1.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
20+ 6.19% |
$14.5K - $18.6K
|
343
$278K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
20+ 3.91% |
$14.5K - $18.6K
|
532
$431K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
20+ 30.3% |
$14.5K - $18.6K
|
86
$69.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
20+ 1.71% |
$14.5K - $18.6K
|
1.19K
$965K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
20+ 0.64% |
$14.5K - $18.6K
|
3.17K
$2.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
20+ 0.88% |
$14.5K - $18.6K
|
2.3K
$1.87M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.71% |
$13.8K - $17.7K
|
2.71K
$2.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
19+ 5.09% |
$13.8K - $17.7K
|
392
$318K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
18+ 2.67% |
$13.1K - $16.8K
|
692
$561K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
18+ 1.24% |
$13.1K - $16.8K
|
1.48K
$1.2M
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
18+ 0.57% |
$13.1K - $16.8K
|
3.18K
$2.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
18+ 7.14% |
$13.1K - $16.8K
|
270
$219K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
17+ 1.34% |
$12.4K - $15.8K
|
1.28K
$1.04M
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
17+ 13.08% |
$12.4K - $15.8K
|
147
$119K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
17+ 0.64% |
$12.4K - $15.8K
|
2.68K
$2.17M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
17+ 1.36% |
$12.4K - $15.8K
|
1.26K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
17+ 0.2% |
$12.4K - $15.8K
|
8.56K
$6.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
17+ 2.28% |
$12.4K - $15.8K
|
762
$618K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
17+ 4.15% |
$12.4K - $15.8K
|
427
$346K
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
16+ 6.18% |
$11.6K - $14.9K
|
275
$223K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
16+ 0.53% |
$11.6K - $14.9K
|
3.06K
$2.48M
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
15+ 4.31% |
$10.9K - $14K
|
363
$294K
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
14+ 1.55% |
$10.2K - $13K
|
915
$742K
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
BUY
|
- |
14+ 0.05% |
$10.2K - $13K
|
29K
$23.5M
|