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 14, 2025
Q4 2024
|
Aft, Forsyth & Sober, LLC
|
BUY
|
- |
1.05KNew |
$764K - $979K
|
1.05K
$826K
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
1.05K+ 717.81% |
$762K - $977K
|
1.19K
$940K
|
|
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
1.05KNew |
$762K - $977K
|
1.05K
$825K
|
|
|
Feb 14, 2025
Q4 2024
|
Point72 Europe (London) LLP
London, X0 |
BUY
|
- |
1.05KNew |
$760K - $974K
|
1.05K
$822K
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.04K+ 32.92% |
$756K - $969K
|
4.2K
$3.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.04K+ 5.74% |
$754K - $967K
|
19.1K
$15M
|
|
|
Feb 14, 2025
Q4 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.03K+ 17.89% |
$751K - $963K
|
6.81K
$5.36M
|
|
|
Feb 13, 2025
Q4 2024
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
1.03K+ 6.15% |
$750K - $962K
|
17.8K
$14M
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
BUY
|
- |
1.03K+ 2.33% |
$748K - $958K
|
45.2K
$35.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
1.03K+ 4.11% |
$747K - $957K
|
26K
$20.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
1.03KNew |
$746K - $956K
|
1.03K
$807K
|
|
|
Feb 03, 2025
Q4 2024
|
Lattice Capital Management, LLC
|
BUY
|
- |
1.02KNew |
$740K - $949K
|
1.02K
$801K
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
BUY
|
- |
1.01K+ 28.84% |
$735K - $942K
|
4.52K
$3.55M
|
|
|
Feb 03, 2025
Q4 2024
|
Tcw Group Inc
|
BUY
|
- |
1.01K+ 8.73% |
$735K - $942K
|
12.6K
$9.91M
|
|
|
Feb 26, 2025
Q4 2024
|
Lakeshore Capital Group, Inc.
Rolling Meadows, IL |
BUY
|
- |
1.01KNew |
$734K - $941K
|
1.01K
$795K
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.01K+ 8.65% |
$733K - $940K
|
12.7K
$9.97M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
1K+ 63.1% |
$730K - $936K
|
2.6K
$2.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Mcdaniel Terry & CO
|
BUY
|
- |
1K+ 125.79% |
$727K - $932K
|
1.8K
$1.41M
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
999+ 171.94% |
$726K - $931K
|
1.58K
$1.24M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
989+ 7.23% |
$719K - $922K
|
14.7K
$11.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
987New |
$718K - $920K
|
987
$777K
|
|
|
Feb 14, 2025
Q4 2024
|
Humankind Investments LLC
|
BUY
|
- |
985+ 29.12% |
$716K - $918K
|
4.37K
$3.44M
|
|
|
Feb 14, 2025
Q4 2024
|
Rothschild Capital Partners, LLC
New York, NY |
BUY
|
- |
984New |
$716K - $917K
|
984
$774K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
977+ 6.55% |
$710K - $911K
|
15.9K
$12.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
975+ 13.58% |
$709K - $909K
|
8.15K
$6.42M
|
|
|
Feb 18, 2025
Q4 2024
|
Breed'S Hill Capital LLC
Charlestown, MA |
BUY
|
- |
969+ 212.04% |
$705K - $903K
|
1.43K
$1.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Halter Ferguson Financial Inc.
Carmel, IN |
BUY
|
- |
968+ 16.6% |
$704K - $902K
|
6.8K
$5.35M
|
|
|
Feb 12, 2025
Q4 2024
|
Roundview Capital LLC
Princeton, NJ |
BUY
|
- |
963+ 27.95% |
$700K - $898K
|
4.41K
$3.47M
|
|
|
Feb 25, 2025
Q4 2024
|
Chokshi & Queen Wealth Advisors, Inc
San Diego, CA |
BUY
|
- |
960New |
$698K - $895K
|
960
$755K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
950+ 256.06% |
$691K - $885K
|
1.32K
$1.04M
|
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
947New |
$689K - $883K
|
947
$745K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
944+ 2.93% |
$686K - $880K
|
33.2K
$26.1M
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
BUY
|
- |
943+ 5.76% |
$686K - $879K
|
17.3K
$13.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
937New |
$681K - $873K
|
937
$737K
|
|
|
Feb 13, 2025
Q4 2024
|
Montag & Caldwell, LLC
Atlanta, GA |
BUY
|
- |
934+ 125.2% |
$679K - $871K
|
1.68K
$1.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
934New |
$679K - $871K
|
934
$735K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
933+ 15.85% |
$678K - $870K
|
6.82K
$5.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
929+ 13.74% |
$676K - $866K
|
7.69K
$6.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
925New |
$673K - $862K
|
925
$728K
|
|
|
Jun 16, 2025
Q4 2024
|
Claris Financial LLC
Glen Allen, VA |
BUY
|
- |
924New |
$672K - $861K
|
924
$727K
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
BUY
|
- |
923+ 8.98% |
$671K - $860K
|
11.2K
$8.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
922+ 31.88% |
$670K - $859K
|
3.81K
$3M
|
|
|
Feb 05, 2025
Q4 2024
|
Metis Global Partners, LLC
|
BUY
|
- |
913+ 1.93% |
$664K - $851K
|
48.1K
$37.9M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
912+ 38.29% |
$663K - $850K
|
3.29K
$2.59M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
912+ 7.71% |
$663K - $850K
|
12.7K
$10M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
904+ 10.38% |
$657K - $843K
|
9.62K
$7.57M
|
|
|
Feb 05, 2025
Q4 2024
|
Wiser Advisor Group LLC
Phoenix, AZ |
BUY
|
- |
903+ 56.12% |
$657K - $842K
|
2.51K
$1.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
901+ 16.71% |
$655K - $840K
|
6.29K
$4.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
897+ 1.88% |
$652K - $836K
|
48.6K
$38.2M
|
|
|
May 07, 2025
Q4 2024
|
Wincap Financial LLC
Boston, MA |
BUY
|
- |
885New |
$644K - $825K
|
885
$696K
|