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 03, 2025
Q4 2024
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
878New |
$638K - $818K
|
878
$691K
|
|
|
Feb 04, 2025
Q4 2024
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
878+ 0.83% |
$638K - $818K
|
107K
$84M
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
872New |
$634K - $813K
|
872
$686K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
871+ 32.43% |
$633K - $812K
|
3.56K
$2.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
870+ 11.4% |
$633K - $811K
|
8.5K
$6.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Portland Investment Counsel Inc.
Burlington, A6 |
BUY
|
- |
865New |
$629K - $806K
|
865
$681K
|
|
|
Feb 04, 2025
Q4 2024
|
Longbow Finance Sa
Lutry, V8 |
BUY
|
- |
864+ 4.97% |
$628K - $805K
|
18.3K
$14.4M
|
|
|
Feb 03, 2025
Q4 2024
|
Moneco Advisors, LLC
Fairfield, CT |
BUY
|
- |
863+ 26.66% |
$628K - $804K
|
4.1K
$3.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
858+ 6.57% |
$624K - $800K
|
13.9K
$11M
|
|
|
Feb 03, 2025
Q4 2024
|
Greystone Financial Group, LLC
|
BUY
|
- |
855New |
$622K - $797K
|
855
$673K
|
|
|
Feb 06, 2025
Q4 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
855+ 3.2% |
$622K - $797K
|
27.6K
$21.7M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
852+ 39.14% |
$620K - $794K
|
3.03K
$2.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
852New |
$620K - $794K
|
852
$670K
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
845+ 15.67% |
$614K - $788K
|
6.24K
$4.91M
|
|
|
May 14, 2025
Q4 2024
|
Nwf Advisory Services Inc.
Los Angeles, CA |
BUY
|
- |
843New |
$613K - $786K
|
843
$663K
|
|
|
Feb 10, 2025
Q4 2024
|
1776 Wealth LLC
|
BUY
|
- |
841+ 71.09% |
$612K - $784K
|
2.02K
$1.59M
|
|
|
Feb 10, 2025
Q4 2024
|
One8zero8, LLC
Greensboro, NC |
BUY
|
- |
841New |
$612K - $784K
|
841
$662K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
835+ 6.28% |
$607K - $778K
|
14.1K
$11.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
832+ 7.52% |
$605K - $775K
|
11.9K
$9.36M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
831+ 3.25% |
$604K - $775K
|
26.4K
$20.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
826New |
$601K - $770K
|
826
$650K
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
820New |
$596K - $764K
|
820
$645K
|
|
|
Feb 14, 2025
Q4 2024
|
Wimmer Associates 1, LLC
Pasadena, CA |
BUY
|
- |
815+ 58.84% |
$593K - $760K
|
2.2K
$1.73M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
814+ 184.16% |
$592K - $759K
|
1.26K
$988K
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
812+ 17.26% |
$590K - $757K
|
5.52K
$4.34M
|
|
|
Feb 18, 2025
Q4 2024
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
811New |
$590K - $756K
|
811
$638K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
805+ 70.49% |
$585K - $750K
|
1.95K
$1.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
803+ 13.99% |
$584K - $748K
|
6.54K
$5.15M
|
|
|
Jan 28, 2025
Q4 2024
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
800+ 24.24% |
$582K - $746K
|
4.1K
$3.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Marathon Trading Investment Management LLC
Radnor, PA |
BUY
|
- |
800New |
$582K - $746K
|
800
$630K
|
|
|
Feb 13, 2025
Q4 2024
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
BUY
|
- |
800+ 70.18% |
$582K - $746K
|
1.94K
$1.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
797+ 4.82% |
$580K - $743K
|
17.3K
$13.6M
|
|
|
Feb 11, 2025
Q4 2024
|
Dillon & Associates Inc
|
BUY
|
- |
794+ 175.66% |
$577K - $740K
|
1.25K
$981K
|
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
782+ 17.92% |
$569K - $729K
|
5.15K
$4.05M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
779+ 1.94% |
$566K - $726K
|
40.8K
$32.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
779+ 9.1% |
$566K - $726K
|
9.34K
$7.35M
|
|
|
Feb 13, 2025
Q4 2024
|
Coign Capital Advisors LLC
Draper, UT |
BUY
|
- |
777New |
$565K - $724K
|
777
$611K
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
775+ 300.39% |
$564K - $722K
|
1.03K
$813K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
769+ 11.13% |
$559K - $717K
|
7.68K
$6.04M
|
|
|
May 30, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
767+ 7.91% |
$558K - $715K
|
10.5K
$8.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
764New |
$556K - $712K
|
764
$601K
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
760+ 94.41% |
$553K - $708K
|
1.57K
$1.23M
|
|
|
Feb 12, 2025
Q4 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
760+ 18.93% |
$553K - $708K
|
4.77K
$3.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
759+ 21.45% |
$552K - $707K
|
4.3K
$3.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
758+ 49.61% |
$551K - $707K
|
2.29K
$1.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Virtu Financial LLC
New York, NY |
BUY
|
- |
757+ 11.59% |
$550K - $706K
|
7.29K
$5.74M
|
|
|
Feb 04, 2025
Q4 2024
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
BUY
|
- |
756+ 14.38% |
$550K - $705K
|
6.01K
$4.73M
|
|
|
Feb 14, 2025
Q4 2024
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
756+ 37.24% |
$550K - $705K
|
2.79K
$2.19M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
755New |
$549K - $704K
|
755
$594K
|
|
|
Feb 13, 2025
Q4 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
748+ 3.04% |
$544K - $697K
|
25.4K
$20M
|