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 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
832+ 7.52% |
$605K - $775K
|
11.9K
$9.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
831+ 3.25% |
$604K - $775K
|
26.4K
$21.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
826New |
$601K - $770K
|
826
$684K
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
820New |
$596K - $764K
|
820
$679K
|
|
|
Feb 14, 2025
Q4 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
815+ 58.84% |
$593K - $760K
|
2.2K
$1.82M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
814+ 184.16% |
$592K - $759K
|
1.26K
$1.04M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
812+ 17.26% |
$590K - $757K
|
5.52K
$4.56M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
811New |
$590K - $756K
|
811
$671K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
805+ 70.49% |
$585K - $750K
|
1.95K
$1.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
803+ 13.99% |
$584K - $748K
|
6.54K
$5.42M
|
|
|
Jan 28, 2025
Q4 2024
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
800+ 24.24% |
$582K - $746K
|
4.1K
$3.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
800New |
$582K - $746K
|
800
$662K
|
|
|
Feb 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
800+ 70.18% |
$582K - $746K
|
1.94K
$1.61M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
797+ 4.82% |
$580K - $743K
|
17.3K
$14.3M
|
|
|
Feb 11, 2025
Q4 2024
|
Dillon & Associates Inc
|
BUY
|
- |
794+ 175.66% |
$577K - $740K
|
1.25K
$1.03M
|
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
782+ 17.92% |
$569K - $729K
|
5.15K
$4.26M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
779+ 1.94% |
$566K - $726K
|
40.8K
$33.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
779+ 9.1% |
$566K - $726K
|
9.34K
$7.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
777New |
$565K - $724K
|
777
$643K
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
775+ 300.39% |
$564K - $722K
|
1.03K
$855K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
769+ 11.13% |
$559K - $717K
|
7.68K
$6.36M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
764New |
$556K - $712K
|
764
$632K
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
760+ 94.41% |
$553K - $708K
|
1.57K
$1.3M
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
760+ 18.93% |
$553K - $708K
|
4.77K
$3.95M
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
759+ 21.45% |
$552K - $707K
|
4.3K
$3.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
758+ 49.61% |
$551K - $707K
|
2.29K
$1.89M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
757+ 11.59% |
$550K - $706K
|
7.29K
$6.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
756+ 14.38% |
$550K - $705K
|
6.01K
$4.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
756+ 37.24% |
$550K - $705K
|
2.79K
$2.31M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
755New |
$549K - $704K
|
755
$625K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
748+ 3.04% |
$544K - $697K
|
25.4K
$21M
|
|
|
Feb 14, 2025
Q4 2024
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
747+ 92.8% |
$543K - $696K
|
1.55K
$1.28M
|
|
|
Jan 23, 2025
Q4 2024
|
Scharf Investments, LLC
|
BUY
|
- |
746+ 49.93% |
$542K - $695K
|
2.24K
$1.85M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
745+ 17.06% |
$542K - $694K
|
5.11K
$4.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
745New |
$542K - $694K
|
745
$617K
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
744+ 41.17% |
$541K - $693K
|
2.55K
$2.11M
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
731New |
$532K - $681K
|
731
$605K
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
730New |
$531K - $680K
|
730
$604K
|
|
|
Feb 26, 2025
Q4 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
726+ 88.97% |
$528K - $677K
|
1.54K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
725+ 9.89% |
$527K - $676K
|
8.05K
$6.66M
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
724+ 11.93% |
$526K - $675K
|
6.79K
$5.62M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
720+ 27.09% |
$524K - $671K
|
3.38K
$2.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
708+ 2.79% |
$515K - $660K
|
26K
$21.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
705New |
$513K - $657K
|
705
$583K
|
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
704New |
$512K - $656K
|
704
$583K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
704New |
$512K - $656K
|
704
$583K
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
700+ 8.69% |
$509K - $652K
|
8.76K
$7.25M
|
|
|
Feb 06, 2025
Q4 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
700New |
$509K - $652K
|
700
$579K
|
|
|
Feb 14, 2025
Q4 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
700+ 3.84% |
$509K - $652K
|
18.9K
$15.7M
|
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
700New |
$509K - $652K
|
700
$579K
|