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 04, 2025
Q4 2024
|
Advisor Os, LLC
|
BUY
|
- |
240+ 4.7% |
$175K - $224K
|
5.34K
$4.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
BUY
|
- |
239+ 5.08% |
$174K - $223K
|
4.94K
$3.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Montis Financial, LLC
|
BUY
|
- |
238+ 46.39% |
$173K - $222K
|
751
$591K
|
|
|
Feb 13, 2025
Q4 2024
|
Acorns Advisers, LLC
Irvine, CA |
BUY
|
- |
238+ 26.62% |
$173K - $222K
|
1.13K
$891K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
236+ 20.87% |
$172K - $220K
|
1.37K
$1.08M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
236+ 0.99% |
$172K - $220K
|
24K
$18.9M
|
|
|
Feb 04, 2025
Q4 2024
|
Midwest Capital Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
236New |
$172K - $220K
|
236
$186K
|
|
|
Feb 06, 2025
Q4 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
236+ 3.4% |
$172K - $220K
|
7.18K
$5.65M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
233+ 10.63% |
$169K - $217K
|
2.43K
$1.91M
|
|
|
Feb 28, 2025
Q4 2024
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
BUY
|
- |
233New |
$169K - $217K
|
233
$183K
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
232+ 1.85% |
$169K - $216K
|
12.8K
$10.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
232+ 7.48% |
$169K - $216K
|
3.33K
$2.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Bender Robert & Associates
|
BUY
|
- |
232+ 1.29% |
$169K - $216K
|
18.3K
$14.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
230+ 38.98% |
$167K - $214K
|
820
$645K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
230+ 0.72% |
$167K - $214K
|
32.2K
$25.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
230+ 2.09% |
$167K - $214K
|
11.2K
$8.84M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
229+ 5.84% |
$167K - $213K
|
4.15K
$3.26M
|
|
|
Feb 11, 2025
Q4 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
229+ 42.02% |
$167K - $213K
|
774
$609K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
227+ 7.21% |
$165K - $212K
|
3.38K
$2.66M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
BUY
|
- |
225+ 0.28% |
$164K - $210K
|
79.5K
$62.6M
|
|
|
Jan 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
225+ 97.4% |
$164K - $210K
|
456
$359K
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
225+ 10.45% |
$164K - $210K
|
2.38K
$1.87M
|
|
|
Feb 03, 2025
Q4 2024
|
Cowa, LLC
Tulsa, OK |
BUY
|
- |
225+ 32.01% |
$164K - $210K
|
928
$730K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
224New |
$163K - $209K
|
224
$176K
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
223+ 36.08% |
$162K - $208K
|
841
$662K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
222+ 0.25% |
$161K - $207K
|
90.3K
$71M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
222+ 22.45% |
$161K - $207K
|
1.21K
$953K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
221+ 85.33% |
$161K - $206K
|
480
$378K
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
220+ 6.44% |
$160K - $205K
|
3.64K
$2.86M
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
BUY
|
- |
219+ 1.75% |
$159K - $204K
|
12.7K
$10M
|
|
|
Jan 31, 2025
Q4 2024
|
Chapman Investment Management, LLC
|
BUY
|
- |
218+ 7.76% |
$159K - $203K
|
3.03K
$2.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
218+ 65.66% |
$159K - $203K
|
550
$433K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
218+ 45.61% |
$159K - $203K
|
696
$548K
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
217+ 2.82% |
$158K - $202K
|
7.92K
$6.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
217+ 6.62% |
$158K - $202K
|
3.5K
$2.75M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
216+ 7.03% |
$157K - $201K
|
3.29K
$2.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
215+ 6.29% |
$156K - $200K
|
3.63K
$2.86M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
214+ 3.68% |
$156K - $199K
|
6.03K
$4.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
213+ 37.63% |
$155K - $199K
|
779
$613K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
212New |
$154K - $198K
|
212
$167K
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
BUY
|
- |
212+ 4.63% |
$154K - $198K
|
4.79K
$3.77M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
211+ 1.95% |
$153K - $197K
|
11K
$8.67M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
211+ 86.12% |
$153K - $197K
|
456
$359K
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
211+ 5.25% |
$153K - $197K
|
4.23K
$3.33M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
211+ 2.91% |
$153K - $197K
|
7.47K
$5.88M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
210+ 8.3% |
$153K - $196K
|
2.74K
$2.16M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
209+ 6.65% |
$152K - $195K
|
3.35K
$2.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
208+ 8.44% |
$151K - $194K
|
2.67K
$2.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
208+ 1.97% |
$151K - $194K
|
10.7K
$8.46M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
207+ 3.16% |
$151K - $193K
|
6.75K
$5.31M
|