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 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
BUY
|
- |
107+ 2.34% |
$77.8K - $99.7K
|
4.69K
$3.88M
|
|
|
Jan 17, 2025
Q4 2024
|
Wall Street Access Asset Management, LLC
New York, NY |
BUY
|
- |
107+ 29.23% |
$77.8K - $99.7K
|
473
$391K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
BUY
|
- |
107+ 6.67% |
$77.8K - $99.7K
|
1.71K
$1.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
107+ 21.7% |
$77.8K - $99.7K
|
600
$497K
|
|
|
Jan 29, 2025
Q4 2024
|
Manchester Financial Inc
|
BUY
|
- |
107+ 19.74% |
$77.8K - $99.7K
|
649
$537K
|
|
|
Feb 03, 2025
Q4 2024
|
Cabot Wealth Management Inc
|
BUY
|
- |
107+ 1.71% |
$77.8K - $99.7K
|
6.36K
$5.26M
|
|
|
Feb 06, 2025
Q4 2024
|
Lvz, Inc.
|
BUY
|
- |
107+ 11.84% |
$77.8K - $99.7K
|
1.01K
$837K
|
|
|
Jan 14, 2025
Q4 2024
|
Bouvel Investment Partners, LLC
|
BUY
|
- |
106+ 1.62% |
$77.1K - $98.8K
|
6.64K
$5.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Vertex Planning Partners, LLC
Downers Grove, IL |
BUY
|
- |
106+ 21.59% |
$77.1K - $98.8K
|
597
$494K
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
105+ 0.31% |
$76.4K - $97.9K
|
33.9K
$28.1M
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
BUY
|
- |
104+ 3.99% |
$75.6K - $96.9K
|
2.71K
$2.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
104+ 30.06% |
$75.6K - $96.9K
|
450
$372K
|
|
|
Jan 23, 2025
Q4 2024
|
Oak Harvest Investment Services
|
BUY
|
- |
104+ 12.12% |
$75.6K - $96.9K
|
962
$796K
|
|
|
Jan 27, 2025
Q4 2024
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
104+ 1.51% |
$75.6K - $96.9K
|
7.01K
$5.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Vicus Capital
State College, PA |
BUY
|
- |
104+ 23.42% |
$75.6K - $96.9K
|
548
$453K
|
|
|
Feb 13, 2025
Q4 2024
|
Investment Counsel CO Of Nevada
Las Vegas, NV |
BUY
|
- |
104New |
$75.6K - $96.9K
|
104
$86.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
104+ 3.59% |
$75.6K - $96.9K
|
3K
$2.48M
|
|
|
Jan 17, 2025
Q4 2024
|
Echo45 Advisors LLC
|
BUY
|
- |
103+ 19.77% |
$74.9K - $96K
|
624
$516K
|
|
|
Feb 14, 2025
Q4 2024
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
103+ 1.89% |
$74.9K - $96K
|
5.54K
$4.58M
|
|
|
Jan 24, 2025
Q4 2024
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
101+ 3.33% |
$73.4K - $94.1K
|
3.13K
$2.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
101+ 36.73% |
$73.4K - $94.1K
|
376
$311K
|
|
|
Feb 14, 2025
Q4 2024
|
Navigoe, LLC
Redondo Beach, CA |
BUY
|
- |
101New |
$73.4K - $94.1K
|
101
$83.6K
|
|
|
Jan 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
100+ 3.75% |
$72.7K - $93.2K
|
2.77K
$2.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
100+ 24.33% |
$72.7K - $93.2K
|
511
$423K
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
100+ 2.56% |
$72.7K - $93.2K
|
4.01K
$3.32M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
100+ 4.98% |
$72.7K - $93.2K
|
2.11K
$1.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
100+ 4.65% |
$72.7K - $93.2K
|
2.25K
$1.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
100+ 10.92% |
$72.7K - $93.2K
|
1.02K
$841K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
100+ 238.1% |
$72.7K - $93.2K
|
142
$118K
|
|
|
Feb 27, 2025
Q4 2024
|
Chelsea Counsel CO
|
BUY
|
- |
100+ 6.99% |
$72.7K - $93.2K
|
1.53K
$1.27M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
99+ 5.94% |
$72K - $92.3K
|
1.77K
$1.46M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
99+ 3.63% |
$72K - $92.3K
|
2.83K
$2.34M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
99+ 6.33% |
$72K - $92.3K
|
1.66K
$1.38M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
98+ 1.06% |
$71.3K - $91.3K
|
9.38K
$7.76M
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
98+ 6.49% |
$71.3K - $91.3K
|
1.61K
$1.33M
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
97+ 0.65% |
$70.5K - $90.4K
|
15K
$12.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
97+ 9.78% |
$70.5K - $90.4K
|
1.09K
$901K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
96+ 8.92% |
$69.8K - $89.5K
|
1.17K
$970K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
96+ 6.03% |
$69.8K - $89.5K
|
1.69K
$1.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
96+ 6.78% |
$69.8K - $89.5K
|
1.51K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
96+ 34.53% |
$69.8K - $89.5K
|
374
$309K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
96+ 15.95% |
$69.8K - $89.5K
|
698
$578K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
95+ 42.04% |
$69.1K - $88.5K
|
321
$266K
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
95+ 0.75% |
$69.1K - $88.5K
|
12.8K
$10.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
95+ 11.64% |
$69.1K - $88.5K
|
911
$754K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
95+ 0.68% |
$69.1K - $88.5K
|
14K
$11.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
93+ 6.2% |
$67.6K - $86.7K
|
1.59K
$1.32M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
92+ 0.61% |
$66.9K - $85.7K
|
15.1K
$12.5M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
92+ 1.27% |
$66.9K - $85.7K
|
7.36K
$6.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
92+ 3.15% |
$66.9K - $85.7K
|
3.01K
$2.49M
|