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 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
222+ 22.45% |
$161K - $207K
|
1.21K
$1M
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
221+ 85.33% |
$161K - $206K
|
480
$397K
|
|
|
Feb 14, 2025
Q4 2024
|
Oxford Wealth Group, LLC
Orlando, FL |
BUY
|
- |
220+ 6.44% |
$160K - $205K
|
3.64K
$3.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Profund Advisors LLC
|
BUY
|
- |
219+ 1.75% |
$159K - $204K
|
12.7K
$10.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Chapman Investment Management, LLC
|
BUY
|
- |
218+ 7.76% |
$159K - $203K
|
3.03K
$2.51M
|
|
|
Feb 10, 2025
Q4 2024
|
Gitterman Wealth Management, LLC
|
BUY
|
- |
218+ 65.66% |
$159K - $203K
|
550
$455K
|
|
|
Feb 13, 2025
Q4 2024
|
Cohen & Steers, Inc.
New York, NY |
BUY
|
- |
218+ 45.61% |
$159K - $203K
|
696
$576K
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
217+ 2.82% |
$158K - $202K
|
7.92K
$6.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Mjp Associates Inc
|
BUY
|
- |
217+ 6.62% |
$158K - $202K
|
3.5K
$2.89M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
216+ 7.03% |
$157K - $201K
|
3.29K
$2.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
215+ 6.29% |
$156K - $200K
|
3.63K
$3.01M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
214+ 3.68% |
$156K - $199K
|
6.03K
$4.99M
|
|
|
Feb 11, 2025
Q4 2024
|
Jackson Thornton Asset Management, LLC
|
BUY
|
- |
213+ 37.63% |
$155K - $199K
|
779
$645K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
212New |
$154K - $198K
|
212
$175K
|
|
|
Feb 05, 2025
Q4 2024
|
Tufton Capital Management
|
BUY
|
- |
212+ 4.63% |
$154K - $198K
|
4.79K
$3.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
211+ 1.95% |
$153K - $197K
|
11K
$9.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Alpha Financial Partners, LLC
Lexington, KY |
BUY
|
- |
211+ 86.12% |
$153K - $197K
|
456
$377K
|
|
|
Feb 10, 2025
Q4 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
211+ 5.25% |
$153K - $197K
|
4.23K
$3.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
211+ 2.91% |
$153K - $197K
|
7.47K
$6.18M
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
210+ 8.3% |
$153K - $196K
|
2.74K
$2.27M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
209+ 6.65% |
$152K - $195K
|
3.35K
$2.77M
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
208+ 8.44% |
$151K - $194K
|
2.67K
$2.21M
|
|
|
Feb 14, 2025
Q4 2024
|
Waters Parkerson & Co., LLC
|
BUY
|
- |
208+ 1.97% |
$151K - $194K
|
10.7K
$8.89M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
207+ 3.16% |
$151K - $193K
|
6.75K
$5.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
207+ 21.43% |
$151K - $193K
|
1.17K
$971K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
207+ 12.29% |
$151K - $193K
|
1.89K
$1.56M
|
|
|
Feb 07, 2025
Q4 2024
|
Farrow Financial Inc.
Randolph, VT |
BUY
|
- |
207+ 8.46% |
$151K - $193K
|
2.65K
$2.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
206+ 17.73% |
$150K - $192K
|
1.37K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Evexia Wealth LLC
Stevens Point, WI |
BUY
|
- |
206+ 1.7% |
$150K - $192K
|
12.3K
$10.2M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
205+ 6.8% |
$149K - $191K
|
3.22K
$2.67M
|
|
|
Feb 24, 2025
Q4 2024
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
205+ 22.73% |
$149K - $191K
|
1.11K
$916K
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
204+ 23.8% |
$148K - $190K
|
1.06K
$878K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
203New |
$148K - $189K
|
203
$168K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
202+ 46.98% |
$147K - $188K
|
632
$523K
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
200+ 28.74% |
$145K - $186K
|
896
$741K
|
|
|
Feb 07, 2025
Q4 2024
|
Cornerstone Advisors, LLC
Asheville, NC |
BUY
|
- |
200+ 0.46% |
$145K - $186K
|
43.6K
$36.1M
|
|
|
Feb 11, 2025
Q4 2024
|
Mrp Capital Investments, LLC
Alpharetta, GA |
BUY
|
- |
200+ 7.2% |
$145K - $186K
|
2.98K
$2.46M
|
|
|
Feb 13, 2025
Q4 2024
|
Mizuho Bank, Ltd.
Tokyo, M0 |
BUY
|
- |
200New |
$145K - $186K
|
200
$166K
|
|
|
Feb 13, 2025
Q4 2024
|
Adar1 Capital Management, LLC
Austin, TX |
BUY
|
- |
200+ 17.39% |
$145K - $186K
|
1.35K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus Investment Advisers, Inc.
Hartford, CT |
BUY
|
- |
200New |
$145K - $186K
|
200
$166K
|
|
|
Feb 20, 2025
Q4 2024
|
Wormser Freres Gestion
Paris, I0 |
BUY
|
- |
197+ 144.85% |
$143K - $184K
|
333
$276K
|
|
|
Feb 04, 2025
Q4 2024
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
196+ 0.89% |
$143K - $183K
|
22.1K
$18.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
196New |
$143K - $183K
|
196
$162K
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
BUY
|
- |
192New |
$140K - $179K
|
192
$159K
|
|
|
Feb 19, 2025
Q4 2024
|
Formidable Asset Management, LLC
Cincinnati, OH |
BUY
|
- |
190+ 2.02% |
$138K - $177K
|
9.61K
$7.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
189+ 0.39% |
$137K - $176K
|
48.2K
$39.9M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
188+ 19.2% |
$137K - $175K
|
1.17K
$966K
|
|
|
Feb 14, 2025
Q4 2024
|
Virtus ETF Advisers LLC
New York, NY |
BUY
|
- |
187+ 17.0% |
$136K - $174K
|
1.29K
$1.07M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
185+ 25.34% |
$135K - $172K
|
915
$757K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
185+ 8.01% |
$135K - $172K
|
2.5K
$2.06M
|