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 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.01K+ 8.65% |
$733K - $940K
|
12.7K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1K+ 63.1% |
$730K - $936K
|
2.6K
$2.15M
|
|
|
Feb 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
1K+ 125.79% |
$727K - $932K
|
1.8K
$1.49M
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
999+ 171.94% |
$726K - $931K
|
1.58K
$1.31M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
989+ 7.23% |
$719K - $922K
|
14.7K
$12.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
987New |
$718K - $920K
|
987
$817K
|
|
|
Feb 14, 2025
Q4 2024
|
Humankind Investments LLC
|
BUY
|
- |
985+ 29.12% |
$716K - $918K
|
4.37K
$3.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
984New |
$716K - $917K
|
984
$814K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
977+ 6.55% |
$710K - $911K
|
15.9K
$13.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
975+ 13.58% |
$709K - $909K
|
8.15K
$6.75M
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
969+ 212.04% |
$705K - $903K
|
1.43K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
968+ 16.6% |
$704K - $902K
|
6.8K
$5.63M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
963+ 27.95% |
$700K - $898K
|
4.41K
$3.65M
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
960New |
$698K - $895K
|
960
$794K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
950+ 256.06% |
$691K - $885K
|
1.32K
$1.09M
|
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
947New |
$689K - $883K
|
947
$784K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
944+ 2.93% |
$686K - $880K
|
33.2K
$27.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
BUY
|
- |
943+ 5.76% |
$686K - $879K
|
17.3K
$14.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
937New |
$681K - $873K
|
937
$775K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
934+ 125.2% |
$679K - $871K
|
1.68K
$1.39M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
934New |
$679K - $871K
|
934
$773K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
933+ 15.85% |
$678K - $870K
|
6.82K
$5.64M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
929+ 13.74% |
$676K - $866K
|
7.69K
$6.36M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
925New |
$673K - $862K
|
925
$765K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
923+ 8.98% |
$671K - $860K
|
11.2K
$9.27M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
922+ 31.88% |
$670K - $859K
|
3.81K
$3.16M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
913+ 1.93% |
$664K - $851K
|
48.1K
$39.8M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
912+ 38.29% |
$663K - $850K
|
3.29K
$2.73M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
912+ 7.71% |
$663K - $850K
|
12.7K
$10.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
904+ 10.38% |
$657K - $843K
|
9.62K
$7.96M
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
903+ 56.12% |
$657K - $842K
|
2.51K
$2.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
901+ 16.71% |
$655K - $840K
|
6.29K
$5.21M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
897+ 1.88% |
$652K - $836K
|
48.6K
$40.2M
|
|
|
Feb 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
878New |
$638K - $818K
|
878
$727K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
878+ 0.83% |
$638K - $818K
|
107K
$88.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
872New |
$634K - $813K
|
872
$722K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
871+ 32.43% |
$633K - $812K
|
3.56K
$2.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
870+ 11.4% |
$633K - $811K
|
8.5K
$7.04M
|
|
|
Feb 14, 2025
Q4 2024
|
Portland Investment Counsel Inc.
Burlington, A6 |
BUY
|
- |
865New |
$629K - $806K
|
865
$716K
|
|
|
Feb 04, 2025
Q4 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
864+ 4.97% |
$628K - $805K
|
18.3K
$15.1M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
863+ 26.66% |
$628K - $804K
|
4.1K
$3.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
858+ 6.57% |
$624K - $800K
|
13.9K
$11.5M
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
855New |
$622K - $797K
|
855
$708K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
855+ 3.2% |
$622K - $797K
|
27.6K
$22.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
852+ 39.14% |
$620K - $794K
|
3.03K
$2.51M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
852New |
$620K - $794K
|
852
$705K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
845+ 15.67% |
$614K - $788K
|
6.24K
$5.16M
|
|
|
Feb 10, 2025
Q4 2024
|
1776 Wealth LLC
|
BUY
|
- |
841+ 71.09% |
$612K - $784K
|
2.02K
$1.67M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
841New |
$612K - $784K
|
841
$696K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
835+ 6.28% |
$607K - $778K
|
14.1K
$11.7M
|