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
|
State Of Wyoming
Cheyenne, WY |
BUY
|
- |
747+ 92.8% |
$543K - $696K
|
1.55K
$1.22M
|
|
Jan 23, 2025
Q4 2024
|
Scharf Investments, LLC
|
BUY
|
- |
746+ 49.93% |
$542K - $695K
|
2.24K
$1.76M
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
745+ 17.06% |
$542K - $694K
|
5.11K
$4.02M
|
|
Feb 10, 2025
Q4 2024
|
Atala Financial Inc
Calabasas, CA |
BUY
|
- |
745New |
$542K - $694K
|
745
$586K
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
744+ 41.17% |
$541K - $693K
|
2.55K
$2.01M
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
731New |
$532K - $681K
|
731
$575K
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
730New |
$531K - $680K
|
730
$574K
|
|
Feb 26, 2025
Q4 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
726+ 88.97% |
$528K - $677K
|
1.54K
$1.21M
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
725+ 9.89% |
$527K - $676K
|
8.05K
$6.34M
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
724+ 11.93% |
$526K - $675K
|
6.79K
$5.35M
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
720+ 27.09% |
$524K - $671K
|
3.38K
$2.66M
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
708+ 2.79% |
$515K - $660K
|
26K
$20.5M
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
705New |
$513K - $657K
|
705
$555K
|
|
Feb 19, 2025
Q4 2024
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
704New |
$512K - $656K
|
704
$554K
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
704New |
$512K - $656K
|
704
$554K
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
700+ 8.69% |
$509K - $652K
|
8.76K
$6.89M
|
|
Feb 06, 2025
Q4 2024
|
Nine Masts Capital LTD
|
BUY
|
- |
700New |
$509K - $652K
|
700
$551K
|
|
Feb 14, 2025
Q4 2024
|
Savoie Capital LLC
Chicago, IL |
BUY
|
- |
700+ 3.84% |
$509K - $652K
|
18.9K
$14.9M
|
|
Feb 14, 2025
Q4 2024
|
Bolthouse Investments, LLC
Bakersfield, CA |
BUY
|
- |
700New |
$509K - $652K
|
700
$551K
|
|
Feb 06, 2025
Q4 2024
|
Crew Capital Management, Ltd.
|
BUY
|
- |
699+ 198.02% |
$508K - $652K
|
1.05K
$828K
|
|
Feb 14, 2025
Q4 2024
|
4 Wealth Advisors, Inc.
Burr Ridge, IL |
BUY
|
- |
698New |
$508K - $651K
|
698
$549K
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
695+ 35.46% |
$505K - $648K
|
2.66K
$2.09M
|
|
Feb 14, 2025
Q4 2024
|
Palo Alto Wealth Advisors, LLC
Palo Alto, CA |
BUY
|
- |
692New |
$503K - $645K
|
692
$545K
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
691New |
$502K - $644K
|
691
$544K
|
|
Feb 06, 2025
Q4 2024
|
Ring Mountain Capital, LLC
Tiburon, CA |
BUY
|
- |
691New |
$502K - $644K
|
691
$544K
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
690+ 3.19% |
$502K - $643K
|
22.3K
$17.6M
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
688New |
$500K - $641K
|
688
$541K
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
684+ 4.83% |
$497K - $638K
|
14.9K
$11.7M
|
|
Feb 14, 2025
Q4 2024
|
Green Square Capital Advisors LLC
|
BUY
|
- |
680New |
$494K - $634K
|
680
$535K
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
676New |
$492K - $630K
|
676
$532K
|
|
Feb 18, 2025
Q4 2024
|
Ctc Alternative Strategies, Ltd.
Chicago, IL |
BUY
|
- |
674+ 107.67% |
$490K - $628K
|
1.3K
$1.02M
|
|
Feb 14, 2025
Q4 2024
|
J. Stern & Co. LLP
London, X0 |
BUY
|
- |
673+ 23.93% |
$489K - $627K
|
3.49K
$2.74M
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
667New |
$485K - $622K
|
667
$525K
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
666New |
$484K - $621K
|
666
$524K
|
|
Feb 14, 2025
Q4 2024
|
Le Clair Wealth Partners LLC
Dublin, OH |
BUY
|
- |
666New |
$484K - $621K
|
666
$524K
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
665+ 60.34% |
$484K - $620K
|
1.77K
$1.39M
|
|
Feb 03, 2025
Q4 2024
|
Lansing Street Advisors
|
BUY
|
- |
664+ 102.47% |
$483K - $619K
|
1.31K
$1.03M
|
|
Feb 06, 2025
Q4 2024
|
Ethos Financial Group, LLC
King Of Prussia, PA |
BUY
|
- |
664+ 66.53% |
$483K - $619K
|
1.66K
$1.31M
|
|
Feb 04, 2025
Q4 2024
|
Black Diamond Financial, LLC
|
BUY
|
- |
661+ 42.67% |
$481K - $616K
|
2.21K
$1.74M
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
660+ 7.24% |
$480K - $615K
|
9.77K
$7.69M
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
658+ 48.24% |
$478K - $613K
|
2.02K
$1.59M
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
657New |
$478K - $612K
|
657
$517K
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
656New |
$477K - $611K
|
656
$516K
|
|
Feb 10, 2025
Q4 2024
|
North Forty Two & Co.
Lake Oswego, OR |
BUY
|
- |
654New |
$476K - $610K
|
654
$515K
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
652+ 153.41% |
$474K - $608K
|
1.08K
$848K
|
|
Feb 14, 2025
Q4 2024
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
650+ 5.95% |
$473K - $606K
|
11.6K
$9.11M
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
643+ 124.85% |
$468K - $599K
|
1.16K
$911K
|
|
Jan 13, 2025
Q4 2024
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
642+ 19.65% |
$467K - $598K
|
3.91K
$3.08M
|
|
Feb 10, 2025
Q4 2024
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
640+ 2.51% |
$465K - $597K
|
26.1K
$20.6M
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
634+ 140.27% |
$461K - $591K
|
1.09K
$855K
|