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 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
69+ 1.4% |
$50.2K - $64.3K
|
5K
$4.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
68+ 1.67% |
$49.4K - $63.4K
|
4.15K
$3.64M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
68+ 1.67% |
$49.4K - $63.4K
|
4.15K
$3.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
68+ 4.08% |
$49.4K - $63.4K
|
1.73K
$1.52M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
68+ 5.76% |
$49.4K - $63.4K
|
1.25K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
66+ 26.83% |
$48K - $61.5K
|
312
$274K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
66+ 3.98% |
$48K - $61.5K
|
1.73K
$1.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
66+ 12.41% |
$48K - $61.5K
|
598
$525K
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
65+ 1.16% |
$47.3K - $60.6K
|
5.67K
$4.98M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
65+ 9.52% |
$47.3K - $60.6K
|
748
$657K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
65+ 15.63% |
$47.3K - $60.6K
|
481
$422K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
65+ 18.16% |
$47.3K - $60.6K
|
423
$372K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
65+ 2.63% |
$47.3K - $60.6K
|
2.54K
$2.23M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
65New |
$47.3K - $60.6K
|
65
$57.1K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
65+ 1.57% |
$47.3K - $60.6K
|
4.2K
$3.69M
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
65+ 0.65% |
$47.3K - $60.6K
|
10.1K
$8.88M
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
64+ 4.36% |
$46.5K - $59.7K
|
1.53K
$1.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
64+ 1.0% |
$46.5K - $59.7K
|
6.49K
$5.7M
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
62+ 25.41% |
$45.1K - $57.8K
|
306
$269K
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
61+ 4.16% |
$44.4K - $56.9K
|
1.53K
$1.34M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
61+ 5.21% |
$44.4K - $56.9K
|
1.23K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
61+ 7.06% |
$44.4K - $56.9K
|
925
$812K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
61+ 5.52% |
$44.4K - $56.9K
|
1.17K
$1.02M
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
61+ 1.85% |
$44.4K - $56.9K
|
3.36K
$2.95M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
60+ 11.39% |
$43.6K - $55.9K
|
587
$516K
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
60+ 12.66% |
$43.6K - $55.9K
|
534
$469K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
60+ 0.47% |
$43.6K - $55.9K
|
12.9K
$11.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
59+ 5.46% |
$42.9K - $55K
|
1.14K
$1M
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
59+ 0.79% |
$42.9K - $55K
|
7.52K
$6.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
57+ 10.5% |
$41.5K - $53.1K
|
600
$527K
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
56+ 1.33% |
$40.7K - $52.2K
|
4.27K
$3.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
56+ 3.21% |
$40.7K - $52.2K
|
1.8K
$1.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
56+ 7.25% |
$40.7K - $52.2K
|
828
$727K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
56+ 4.69% |
$40.7K - $52.2K
|
1.25K
$1.1M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
56+ 1.56% |
$40.7K - $52.2K
|
3.65K
$3.21M
|
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
56+ 0.88% |
$40.7K - $52.2K
|
6.45K
$5.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
55+ 7.77% |
$40K - $51.3K
|
763
$670K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
55+ 1.21% |
$40K - $51.3K
|
4.58K
$4.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
54+ 14.88% |
$39.3K - $50.3K
|
417
$366K
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
54+ 1.78% |
$39.3K - $50.3K
|
3.1K
$2.72M
|
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
54+ 3.56% |
$39.3K - $50.3K
|
1.57K
$1.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
53+ 0.42% |
$38.5K - $49.4K
|
12.8K
$11.3M
|
|
|
Feb 04, 2025
Q4 2024
|
Rwc Asset Management LLP
London, X0 |
BUY
|
- |
53+ 12.21% |
$38.5K - $49.4K
|
487
$428K
|
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
52+ 2.98% |
$37.8K - $48.5K
|
1.8K
$1.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
52+ 5.57% |
$37.8K - $48.5K
|
985
$865K
|
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
52+ 0.85% |
$37.8K - $48.5K
|
6.19K
$5.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
51+ 4.9% |
$37.1K - $47.5K
|
1.09K
$958K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
51+ 2.06% |
$37.1K - $47.5K
|
2.53K
$2.22M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
51+ 6.75% |
$37.1K - $47.5K
|
807
$709K
|
|
|
Jan 13, 2025
Q4 2024
|
Marshall & Sullivan Inc
|
BUY
|
- |
50+ 0.62% |
$36.4K - $46.6K
|
8.06K
$7.08M
|