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
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.19KNew |
$863K - $1.11M
|
1.19K
$971K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
1.17K+ 32.23% |
$852K - $1.09M
|
4.8K
$3.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.17K+ 5.14% |
$852K - $1.09M
|
24K
$19.6M
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
1.17KNew |
$847K - $1.09M
|
1.17K
$953K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
1.16KNew |
$846K - $1.08M
|
1.16K
$951K
|
|
|
Feb 13, 2025
Q4 2024
|
Fullcircle Wealth LLC
Dallas, TX |
BUY
|
- |
1.16KNew |
$843K - $1.08M
|
1.16K
$948K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.15K+ 223.64% |
$839K - $1.08M
|
1.67K
$1.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Aspire Growth Partners LLC
Miromar Lakes, FL |
BUY
|
- |
1.15KNew |
$839K - $1.08M
|
1.15K
$944K
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
1.15KNew |
$836K - $1.07M
|
1.15K
$940K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.15K+ 8.82% |
$834K - $1.07M
|
14.1K
$11.6M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1.14KNew |
$828K - $1.06M
|
1.14K
$931K
|
|
|
Feb 13, 2025
Q4 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
1.12K+ 2.49% |
$817K - $1.05M
|
46.3K
$37.8M
|
|
|
Feb 27, 2025
Q4 2024
|
Brucke Financial, Inc.
Indianapolis, IN |
BUY
|
- |
1.12KNew |
$812K - $1.04M
|
1.12K
$914K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.12K+ 7.96% |
$811K - $1.04M
|
15.1K
$12.4M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
1.1K+ 8.74% |
$803K - $1.03M
|
13.7K
$11.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.1K+ 6.59% |
$801K - $1.03M
|
17.8K
$14.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Lifelong Wealth Advisors, Inc.
Arden Hills, MN |
BUY
|
- |
1.1KNew |
$800K - $1.03M
|
1.1K
$900K
|
|
|
Feb 11, 2025
Q4 2024
|
Wayfinding Financial, LLC
Lynnwood, WA |
BUY
|
- |
1.09KNew |
$791K - $1.01M
|
1.09K
$890K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
1.09KNew |
$791K - $1.01M
|
1.09K
$890K
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
1.09KNew |
$791K - $1.01M
|
1.09K
$890K
|
|
|
Feb 04, 2025
Q4 2024
|
Srn Advisors, LLC
Huntingdon Valley, PA |
BUY
|
- |
1.09KNew |
$790K - $1.01M
|
1.09K
$888K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.08K+ 0.64% |
$786K - $1.01M
|
169K
$138M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.08KNew |
$786K - $1.01M
|
1.08K
$884K
|
|
|
Mar 12, 2025
Q4 2024
|
Northstar Financial Companies, Inc.
Conshohocken, PA |
BUY
|
- |
1.08KNew |
$786K - $1.01M
|
1.08K
$884K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
1.08KNew |
$785K - $1.01M
|
1.08K
$883K
|
|
|
Feb 11, 2025
Q4 2024
|
Sciencast Management LP
|
BUY
|
- |
1.08KNew |
$784K - $1M
|
1.08K
$882K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.08K+ 5.66% |
$782K - $1M
|
20.1K
$16.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
1.08KNew |
$782K - $1M
|
1.08K
$879K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.07KNew |
$777K - $995K
|
1.07K
$874K
|
|
|
Feb 14, 2025
Q4 2024
|
Peterson Wealth Management
|
BUY
|
- |
1.07K+ 27.41% |
$774K - $993K
|
4.95K
$4.05M
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
1.06KNew |
$773K - $991K
|
1.06K
$870K
|
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
1.06KNew |
$771K - $988K
|
1.06K
$867K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.06K+ 45.04% |
$769K - $986K
|
3.41K
$2.79M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.05K+ 75.16% |
$766K - $981K
|
2.45K
$2.01M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
BUY
|
- |
1.05K+ 4.92% |
$766K - $981K
|
22.5K
$18.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
1.05KNew |
$764K - $979K
|
1.05K
$859K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
1.05K+ 717.81% |
$762K - $977K
|
1.19K
$977K
|
|
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
1.05KNew |
$762K - $977K
|
1.05K
$857K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
1.05KNew |
$760K - $974K
|
1.05K
$855K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.04K+ 32.92% |
$756K - $969K
|
4.2K
$3.43M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.04K+ 5.74% |
$754K - $967K
|
19.1K
$15.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.03K+ 17.89% |
$751K - $963K
|
6.81K
$5.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
1.03K+ 6.15% |
$750K - $962K
|
17.8K
$14.6M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.03K+ 2.33% |
$748K - $958K
|
45.2K
$37M
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.03K+ 4.11% |
$747K - $957K
|
26K
$21.3M
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
1.03KNew |
$746K - $956K
|
1.03K
$839K
|
|
|
Feb 03, 2025
Q4 2024
|
Lattice Capital Management, LLC
|
BUY
|
- |
1.02KNew |
$740K - $949K
|
1.02K
$833K
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
BUY
|
- |
1.01K+ 28.84% |
$735K - $942K
|
4.52K
$3.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
1.01K+ 8.73% |
$735K - $942K
|
12.6K
$10.3M
|
|
|
Feb 26, 2025
Q4 2024
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
1.01KNew |
$734K - $941K
|
1.01K
$826K
|