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 22, 2025
Q4 2024
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
600+ 5.3% |
$436K - $559K
|
11.9K
$9.86M
|
|
Feb 14, 2025
Q4 2024
|
Strive Asset Management, LLC
Dublin, OH |
BUY
|
- |
598New |
$435K - $557K
|
598
$495K
|
|
Feb 03, 2025
Q4 2024
|
Forte Capital LLC
|
BUY
|
- |
595+ 36.68% |
$433K - $555K
|
2.22K
$1.83M
|
|
Jan 16, 2025
Q4 2024
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
BUY
|
- |
593+ 1.72% |
$431K - $553K
|
35K
$29M
|
|
Feb 14, 2025
Q4 2024
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
587New |
$427K - $547K
|
587
$486K
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
586New |
$426K - $546K
|
586
$485K
|
|
Feb 04, 2025
Q4 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
585+ 14.22% |
$425K - $545K
|
4.7K
$3.89M
|
|
Feb 14, 2025
Q4 2024
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
- |
585New |
$425K - $545K
|
585
$484K
|
|
Jan 23, 2025
Q4 2024
|
Foster & Motley Inc
Cincinnati, OH |
BUY
|
- |
584+ 60.08% |
$425K - $544K
|
1.56K
$1.29M
|
|
Feb 13, 2025
Q4 2024
|
Scissortail Wealth Management, LLC
Tulsa, OK |
BUY
|
- |
583+ 11660.0% |
$424K - $543K
|
588
$487K
|
|
Jan 28, 2025
Q4 2024
|
Tevis Investment Management
|
BUY
|
- |
581+ 62.81% |
$423K - $542K
|
1.51K
$1.25M
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
580+ 32.92% |
$422K - $541K
|
2.34K
$1.94M
|
|
Feb 14, 2025
Q4 2024
|
Pennington Partners & Co., LLC
Bethesda, MD |
BUY
|
- |
580New |
$422K - $541K
|
580
$480K
|
|
Feb 11, 2025
Q4 2024
|
Florida Financial Advisors, LLC
Tampa, FL |
BUY
|
- |
579+ 76.39% |
$421K - $540K
|
1.34K
$1.11M
|
|
Feb 06, 2025
Q4 2024
|
Auxano Advisors, LLC
|
BUY
|
- |
578+ 34.57% |
$420K - $539K
|
2.25K
$1.86M
|
|
Feb 12, 2025
Q4 2024
|
Artisan Partners Limited Partnership
Milwaukee, WI |
BUY
|
- |
574+ 1.4% |
$417K - $535K
|
41.6K
$34.4M
|
|
Feb 14, 2025
Q4 2024
|
Capital Advantage, Inc.
|
BUY
|
- |
571New |
$415K - $532K
|
571
$473K
|
|
Jan 21, 2025
Q4 2024
|
Goelzer Investment Management, Inc.
|
BUY
|
- |
568+ 0.1% |
$413K - $529K
|
547K
$453M
|
|
Feb 13, 2025
Q4 2024
|
Richards, Merrill & Peterson, Inc.
Spokane, WA |
BUY
|
- |
568New |
$413K - $529K
|
568
$470K
|
|
Feb 07, 2025
Q4 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
562+ 20.51% |
$409K - $524K
|
3.3K
$2.73M
|
|
Feb 10, 2025
Q4 2024
|
Decision Map Wealth Management, LLC
Great Falls, VA |
BUY
|
- |
562New |
$409K - $524K
|
562
$465K
|
|
Jan 31, 2025
Q4 2024
|
Mathes Company, Inc.
|
BUY
|
- |
560New |
$407K - $522K
|
560
$463K
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
560+ 4.83% |
$407K - $522K
|
12.2K
$10.1M
|
|
Jan 16, 2025
Q4 2024
|
Arbor Trust Wealth Advisors, LLC
|
BUY
|
- |
559+ 42.13% |
$407K - $521K
|
1.89K
$1.56M
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
559+ 32.24% |
$407K - $521K
|
2.29K
$1.9M
|
|
Feb 04, 2025
Q4 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
557+ 5.99% |
$405K - $519K
|
9.86K
$8.16M
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
552+ 4.14% |
$401K - $514K
|
13.9K
$11.5M
|
|
Feb 05, 2025
Q4 2024
|
Illumine Investment Management, LLC
Poulsbo, WA |
BUY
|
- |
550New |
$400K - $513K
|
550
$455K
|
|
Feb 19, 2025
Q4 2024
|
Richmond Investment Services, LLC
Mequon, WI |
BUY
|
- |
549New |
$399K - $512K
|
549
$454K
|
|
Jan 21, 2025
Q4 2024
|
Private Capital Advisors, Inc.
|
BUY
|
- |
548+ 0.13% |
$399K - $511K
|
434K
$359M
|
|
Jan 27, 2025
Q4 2024
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
548+ 16.4% |
$399K - $511K
|
3.89K
$3.22M
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
546+ 5.38% |
$397K - $509K
|
10.7K
$8.85M
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
545New |
$396K - $508K
|
545
$451K
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
543New |
$395K - $506K
|
543
$449K
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
542+ 6.68% |
$394K - $505K
|
8.66K
$7.17M
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
541+ 3.43% |
$393K - $504K
|
16.3K
$13.5M
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
536+ 62.04% |
$390K - $500K
|
1.4K
$1.16M
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
536+ 12.22% |
$390K - $500K
|
4.92K
$4.07M
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
533+ 6.38% |
$388K - $497K
|
8.89K
$7.35M
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
531+ 10.14% |
$386K - $495K
|
5.77K
$4.77M
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
530New |
$385K - $494K
|
530
$439K
|
|
Feb 14, 2025
Q4 2024
|
Dauntless Investment Group, LLC
Commerce Township, MI |
BUY
|
- |
528New |
$384K - $492K
|
528
$437K
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
527+ 47.22% |
$383K - $491K
|
1.64K
$1.36M
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
524+ 26.86% |
$381K - $488K
|
2.48K
$2.05M
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
522+ 183.16% |
$380K - $487K
|
807
$668K
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
520+ 0.51% |
$378K - $485K
|
103K
$85.1M
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
519New |
$377K - $484K
|
519
$429K
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
518New |
$377K - $483K
|
518
$429K
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
515+ 42.74% |
$375K - $480K
|
1.72K
$1.42M
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
511+ 3.04% |
$372K - $476K
|
17.3K
$14.3M
|