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 12, 2025
Q4 2024
|
X Square Capital, LLC
|
BUY
|
- |
411New |
$299K - $383K
|
411
$323K
|
|
Feb 07, 2025
Q4 2024
|
Gallagher Capital Advisors, LLC
Argyle, TX |
BUY
|
- |
408New |
$297K - $380K
|
408
$321K
|
|
Jan 30, 2025
Q4 2024
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
BUY
|
- |
406New |
$295K - $378K
|
406
$319K
|
|
Jan 17, 2025
Q4 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
405+ 11.85% |
$295K - $377K
|
3.82K
$3.01M
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
405+ 5.8% |
$295K - $377K
|
7.39K
$5.82M
|
|
Feb 10, 2025
Q4 2024
|
Curio Wealth, LLC
Annapolis, MD |
BUY
|
- |
404New |
$294K - $377K
|
404
$318K
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
403New |
$293K - $376K
|
403
$317K
|
|
Jan 30, 2025
Q4 2024
|
Kessler Investment Group, LLC
|
BUY
|
- |
401+ 7.05% |
$292K - $374K
|
6.09K
$4.79M
|
|
Feb 14, 2025
Q4 2024
|
Cache Advisors, LLC
San Francisco, CA |
BUY
|
- |
401New |
$292K - $374K
|
401
$316K
|
|
Feb 10, 2025
Q4 2024
|
May Barnhard Investments LLC
Bethesda, MD |
BUY
|
- |
400New |
$291K - $373K
|
400
$315K
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
398New |
$289K - $371K
|
398
$313K
|
|
Jan 10, 2025
Q4 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
397+ 34.25% |
$289K - $370K
|
1.56K
$1.22M
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
397+ 3.61% |
$289K - $370K
|
11.4K
$8.96M
|
|
Feb 13, 2025
Q4 2024
|
Bragg Financial Advisors, Inc
Charlotte, NC |
BUY
|
- |
397+ 3.42% |
$289K - $370K
|
12K
$9.45M
|
|
Jan 22, 2025
Q4 2024
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
395+ 12.21% |
$287K - $368K
|
3.63K
$2.86M
|
|
Feb 13, 2025
Q4 2024
|
Defined Financial Planning LLC
San Rafael, CA |
BUY
|
- |
395New |
$287K - $368K
|
395
$311K
|
|
Feb 13, 2025
Q4 2024
|
Finward Bancorp
Munster, IN |
BUY
|
- |
395New |
$287K - $368K
|
395
$311K
|
|
Jan 17, 2025
Q4 2024
|
Aspire Private Capital, LLC
|
BUY
|
- |
392+ 22.43% |
$285K - $365K
|
2.14K
$1.68M
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
392+ 5.49% |
$285K - $365K
|
7.53K
$5.93M
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
392+ 11.54% |
$285K - $365K
|
3.79K
$2.98M
|
|
Jan 17, 2025
Q4 2024
|
Crown Oak Advisors, LLC
Piedmont, CA |
BUY
|
- |
391New |
$284K - $364K
|
391
$308K
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
391New |
$284K - $364K
|
391
$308K
|
|
Feb 12, 2025
Q4 2024
|
Grant Private Wealth Management Inc
Pleasanton, CA |
BUY
|
- |
390New |
$284K - $364K
|
390
$307K
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
389+ 20.4% |
$283K - $363K
|
2.3K
$1.81M
|
|
Feb 18, 2025
Q4 2024
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
388New |
$282K - $362K
|
388
$305K
|
|
Jan 29, 2025
Q4 2024
|
Values First Advisors, Inc.
|
BUY
|
- |
386+ 494.87% |
$281K - $360K
|
464
$365K
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
386+ 13.12% |
$281K - $360K
|
3.33K
$2.62M
|
|
Feb 11, 2025
Q4 2024
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
385New |
$280K - $359K
|
385
$303K
|
|
Feb 10, 2025
Q4 2024
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
384+ 23.43% |
$279K - $358K
|
2.02K
$1.59M
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
382+ 23.74% |
$278K - $356K
|
1.99K
$1.57M
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
381+ 4.58% |
$277K - $355K
|
8.7K
$6.85M
|
|
Feb 06, 2025
Q4 2024
|
Glass Wealth Management CO LLC
San Antonio, TX |
BUY
|
- |
380+ 16.46% |
$276K - $354K
|
2.69K
$2.12M
|
|
Feb 11, 2025
Q4 2024
|
Forefront Wealth Management Inc.
|
BUY
|
- |
379New |
$276K - $353K
|
379
$298K
|
|
Feb 05, 2025
Q4 2024
|
Flaharty Asset Management, LLC
|
BUY
|
- |
378+ 33.87% |
$275K - $352K
|
1.49K
$1.18M
|
|
Feb 13, 2025
Q4 2024
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
378New |
$275K - $352K
|
378
$297K
|
|
Jan 23, 2025
Q4 2024
|
Concord Asset Management, Llc/Va
Abingdon, VA |
BUY
|
- |
377+ 8.3% |
$274K - $351K
|
4.92K
$3.87M
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
375+ 7.6% |
$273K - $350K
|
5.31K
$4.18M
|
|
Feb 10, 2025
Q4 2024
|
Strategic Financial Partners, Ltd.
Bend, OR |
BUY
|
- |
375New |
$273K - $350K
|
375
$295K
|
|
Feb 14, 2025
Q4 2024
|
River Park Advisors, LLC
New York, NY |
BUY
|
- |
375+ 12.43% |
$273K - $350K
|
3.39K
$2.67M
|
|
Feb 07, 2025
Q4 2024
|
Sage Mountain Advisors LLC
|
BUY
|
- |
374+ 7.39% |
$272K - $349K
|
5.43K
$4.28M
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Hawaii
Honolulu, HI |
BUY
|
- |
374+ 4.05% |
$272K - $349K
|
9.61K
$7.56M
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
371+ 89.18% |
$270K - $346K
|
787
$619K
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
371+ 22.96% |
$270K - $346K
|
1.99K
$1.56M
|
|
Feb 12, 2025
Q4 2024
|
Motley Fool Asset Management LLC
Alexandria, VA |
BUY
|
- |
370+ 0.95% |
$269K - $345K
|
39.4K
$31M
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
369+ 1.99% |
$268K - $344K
|
18.9K
$14.9M
|
|
Feb 06, 2025
Q4 2024
|
Bellevue Asset Management, LLC
Bellevue, WA |
BUY
|
- |
367+ 183.5% |
$267K - $342K
|
567
$446K
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
366+ 16.19% |
$266K - $341K
|
2.63K
$2.07M
|
|
Feb 05, 2025
Q4 2024
|
Prudent Man Advisors, LLC
|
BUY
|
- |
365+ 116.99% |
$265K - $340K
|
677
$533K
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
364+ 1.02% |
$265K - $339K
|
36.1K
$28.4M
|
|
Feb 14, 2025
Q4 2024
|
Utah Retirement Systems
Salt Lake City, UT |
BUY
|
- |
364+ 0.27% |
$265K - $339K
|
133K
$105M
|