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 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
36+ 13.33% |
$26.2K - $33.6K
|
306
$269K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
35+ 2.14% |
$25.5K - $32.6K
|
1.67K
$1.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
35+ 8.71% |
$25.5K - $32.6K
|
437
$384K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
35+ 3.58% |
$25.5K - $32.6K
|
1.01K
$889K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
35+ 25.74% |
$25.5K - $32.6K
|
171
$150K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
34+ 2.59% |
$24.7K - $31.7K
|
1.35K
$1.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Dock Street Asset Management Inc
|
BUY
|
- |
34+ 3.04% |
$24.7K - $31.7K
|
1.15K
$1.01M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
32+ 5.47% |
$23.3K - $29.8K
|
617
$542K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
32+ 1.77% |
$23.3K - $29.8K
|
1.84K
$1.62M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
32+ 11.85% |
$23.3K - $29.8K
|
302
$265K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
32+ 0.94% |
$23.3K - $29.8K
|
3.42K
$3.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
32+ 5.81% |
$23.3K - $29.8K
|
583
$512K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
31+ 0.38% |
$22.5K - $28.9K
|
8.23K
$7.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
30+ 7.89% |
$21.8K - $28K
|
410
$360K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
30+ 7.5% |
$21.8K - $28K
|
430
$378K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
30+ 2.41% |
$21.8K - $28K
|
1.27K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
30+ 32.61% |
$21.8K - $28K
|
122
$107K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
30+ 1.54% |
$21.8K - $28K
|
1.98K
$1.74M
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
29+ 5.41% |
$21.1K - $27K
|
565
$496K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
29+ 2.98% |
$21.1K - $27K
|
1K
$880K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
29+ 0.2% |
$21.1K - $27K
|
14.7K
$12.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
28+ 0.79% |
$20.4K - $26.1K
|
3.56K
$3.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
28+ 17.07% |
$20.4K - $26.1K
|
192
$169K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
27+ 1.29% |
$19.6K - $25.2K
|
2.11K
$1.86M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
27+ 1.8% |
$19.6K - $25.2K
|
1.53K
$1.34M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
27+ 2.4% |
$19.6K - $25.2K
|
1.15K
$1.01M
|
|
|
Feb 03, 2025
Q4 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
27+ 8.68% |
$19.6K - $25.2K
|
338
$297K
|
|
|
Feb 04, 2025
Q4 2024
|
Sitrin Capital Management LLC
|
BUY
|
- |
27+ 0.41% |
$19.6K - $25.2K
|
6.62K
$5.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
26+ 9.92% |
$18.9K - $24.2K
|
288
$253K
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
26+ 0.89% |
$18.9K - $24.2K
|
2.93K
$2.58M
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
25+ 1.0% |
$18.2K - $23.3K
|
2.53K
$2.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
25+ 7.02% |
$18.2K - $23.3K
|
381
$335K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
25+ 0.59% |
$18.2K - $23.3K
|
4.25K
$3.73M
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
24+ 4.01% |
$17.5K - $22.4K
|
623
$547K
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
24+ 8.05% |
$17.5K - $22.4K
|
322
$283K
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
24+ 7.02% |
$17.5K - $22.4K
|
366
$321K
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
23+ 0.42% |
$16.7K - $21.4K
|
5.51K
$4.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
23+ 6.1% |
$16.7K - $21.4K
|
400
$351K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
23+ 1.18% |
$16.7K - $21.4K
|
1.96K
$1.73M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
23+ 0.63% |
$16.7K - $21.4K
|
3.69K
$3.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
23+ 3.1% |
$16.7K - $21.4K
|
764
$671K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
23+ 5.9% |
$16.7K - $21.4K
|
413
$363K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
22+ 0.42% |
$16K - $20.5K
|
5.28K
$4.64M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
22+ 1.1% |
$16K - $20.5K
|
2.03K
$1.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
22+ 0.34% |
$16K - $20.5K
|
6.54K
$5.75M
|
|
|
Jan 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
21+ 5.56% |
$15.3K - $19.6K
|
399
$350K
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
21+ 3.7% |
$15.3K - $19.6K
|
589
$517K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
21+ 1.02% |
$15.3K - $19.6K
|
2.07K
$1.82M
|
|
|
Jan 06, 2025
Q4 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
BUY
|
- |
20+ 1.37% |
$14.5K - $18.6K
|
1.48K
$1.3M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
20+ 80.0% |
$14.5K - $18.6K
|
45
$39.5K
|