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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q4 2024
|
Forefront Wealth Partners, LLC
Austin, TX |
BUY
|
- |
548New |
$399K - $511K
|
548
$431K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
546+ 5.38% |
$397K - $509K
|
10.7K
$8.42M
|
|
|
Feb 24, 2025
Q4 2024
|
Wilkins Miller Wealth Management, LLC
Mobile, AL |
BUY
|
- |
545New |
$396K - $508K
|
545
$429K
|
|
|
Feb 07, 2025
Q4 2024
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
543New |
$395K - $506K
|
543
$427K
|
|
|
Jan 15, 2025
Q4 2024
|
Trust CO Of Vermont
|
BUY
|
- |
542+ 6.68% |
$394K - $505K
|
8.66K
$6.81M
|
|
|
Feb 12, 2025
Q4 2024
|
Meeder Advisory Services, Inc.
Dublin, OH |
BUY
|
- |
541+ 3.43% |
$393K - $504K
|
16.3K
$12.8M
|
|
|
Jan 23, 2025
Q4 2024
|
Allen Capital Group, LLC
|
BUY
|
- |
536+ 62.04% |
$390K - $500K
|
1.4K
$1.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
536+ 12.22% |
$390K - $500K
|
4.92K
$3.87M
|
|
|
Feb 14, 2025
Q4 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
533+ 6.38% |
$388K - $497K
|
8.89K
$6.99M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
531+ 10.14% |
$386K - $495K
|
5.77K
$4.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
BUY
|
- |
530New |
$385K - $494K
|
530
$417K
|
|
|
Feb 14, 2025
Q4 2024
|
Dauntless Investment Group, LLC
Commerce Township, MI |
BUY
|
- |
528New |
$384K - $492K
|
528
$415K
|
|
|
Feb 10, 2025
Q4 2024
|
Wealth Architects, LLC
|
BUY
|
- |
527+ 47.22% |
$383K - $491K
|
1.64K
$1.29M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
524+ 26.86% |
$381K - $488K
|
2.48K
$1.95M
|
|
|
Feb 03, 2025
Q4 2024
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
522+ 183.16% |
$380K - $487K
|
807
$635K
|
|
|
Jan 30, 2025
Q4 2024
|
Klingenstein Fields & CO LP
|
BUY
|
- |
520+ 0.51% |
$378K - $485K
|
103K
$80.9M
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
519New |
$377K - $484K
|
519
$408K
|
|
|
Feb 11, 2025
Q4 2024
|
Morey & Quinn Wealth Partners, LLC
Omaha, NE |
BUY
|
- |
518New |
$377K - $483K
|
518
$408K
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investment Management, LLC
Scottsdale, AZ |
BUY
|
- |
515+ 42.74% |
$375K - $480K
|
1.72K
$1.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Plato Investment Management LTD
Sydney, C3 |
BUY
|
- |
511+ 3.04% |
$372K - $476K
|
17.3K
$13.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
511+ 3.44% |
$372K - $476K
|
15.4K
$12.1M
|
|
|
Jan 23, 2025
Q4 2024
|
Kg&L Capital Management,Llc
|
BUY
|
- |
510+ 10.78% |
$371K - $475K
|
5.24K
$4.13M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
510+ 3.87% |
$371K - $475K
|
13.7K
$10.8M
|
|
|
Feb 06, 2025
Q4 2024
|
J.Safra Asset Management Corp
|
BUY
|
- |
505+ 58.79% |
$367K - $471K
|
1.36K
$1.07M
|
|
|
Jan 24, 2025
Q4 2024
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
503New |
$366K - $469K
|
503
$396K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
503New |
$366K - $469K
|
503
$396K
|
|
|
Jan 30, 2025
Q4 2024
|
Sierra Ocean, LLC
Ripon, CA |
BUY
|
- |
503New |
$366K - $469K
|
503
$396K
|
|
|
Jan 23, 2025
Q4 2024
|
Sivik Global Healthcare LLC
Greenwich, CT |
BUY
|
- |
500+ 3.45% |
$364K - $466K
|
15K
$11.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Gables Capital Management Inc.
|
BUY
|
- |
500+ 25.55% |
$364K - $466K
|
2.46K
$1.93M
|
|
|
Feb 13, 2025
Q4 2024
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
BUY
|
- |
500New |
$364K - $466K
|
500
$393K
|
|
|
Feb 05, 2025
Q4 2024
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
497+ 39.89% |
$361K - $463K
|
1.74K
$1.37M
|
|
|
Feb 11, 2025
Q4 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
496+ 3.33% |
$361K - $462K
|
15.4K
$12.1M
|
|
|
Feb 24, 2025
Q4 2024
|
Cypress Asset Management Inc
Houston, TX |
BUY
|
- |
496+ 2.31% |
$361K - $462K
|
22K
$17.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Barn Wealth, LLC
|
BUY
|
- |
493New |
$359K - $460K
|
493
$388K
|
|
|
Feb 13, 2025
Q4 2024
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
493New |
$359K - $460K
|
493
$388K
|
|
|
Feb 07, 2025
Q4 2024
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
492+ 5.57% |
$358K - $459K
|
9.32K
$7.33M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
492+ 0.67% |
$358K - $459K
|
74.1K
$58.3M
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
488+ 8.42% |
$355K - $455K
|
6.28K
$4.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Daner Wealth Management, LLC
Alpharetta, GA |
BUY
|
- |
488New |
$355K - $455K
|
488
$384K
|
|
|
Jan 16, 2025
Q4 2024
|
Penn Davis Mcfarland Inc
|
BUY
|
- |
485+ 21.41% |
$353K - $452K
|
2.75K
$2.16M
|
|
|
Feb 10, 2025
Q4 2024
|
Ascent Capital Management, LLC
Bend, OR |
BUY
|
- |
483New |
$351K - $450K
|
483
$380K
|
|
|
Feb 07, 2025
Q4 2024
|
Meriwether Wealth & Planning, LLC
Minden, LA |
BUY
|
- |
480New |
$349K - $447K
|
480
$378K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
479+ 1.99% |
$348K - $446K
|
24.5K
$19.3M
|
|
|
Jan 23, 2025
Q4 2024
|
Sumitomo Life Insurance CO
|
BUY
|
- |
476+ 1.93% |
$346K - $444K
|
25.1K
$19.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
476+ 2.09% |
$346K - $444K
|
23.3K
$18.3M
|
|
|
Feb 18, 2025
Q4 2024
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
BUY
|
- |
475+ 58.28% |
$345K - $443K
|
1.29K
$1.02M
|
|
|
Jan 22, 2025
Q4 2024
|
Kennedy Investment Group
West Depford, NJ |
BUY
|
- |
472+ 22.73% |
$343K - $440K
|
2.55K
$2.01M
|
|
|
Feb 06, 2025
Q4 2024
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
471+ 98.33% |
$343K - $439K
|
950
$748K
|
|
|
Feb 12, 2025
Q4 2024
|
Broadway Wealth Solutions, Inc.
San Antonio, TX |
BUY
|
- |
471New |
$343K - $439K
|
471
$371K
|
|
|
Feb 13, 2025
Q4 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
471+ 28.0% |
$343K - $439K
|
2.15K
$1.69M
|