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 06, 2025
Q4 2024
|
Bard Financial Services, Inc.
|
BUY
|
- |
100+ 3.75% |
$72.7K - $93.2K
|
2.77K
$2.21M
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
100+ 24.33% |
$72.7K - $93.2K
|
511
$408K
|
|
|
Jan 24, 2025
Q4 2024
|
First Dallas Securities Inc.
|
BUY
|
- |
100+ 2.56% |
$72.7K - $93.2K
|
4.01K
$3.21M
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
100+ 4.98% |
$72.7K - $93.2K
|
2.11K
$1.68M
|
|
|
Jan 28, 2025
Q4 2024
|
Liberty Capital Management, Inc.
|
BUY
|
- |
100+ 4.65% |
$72.7K - $93.2K
|
2.25K
$1.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
100+ 10.92% |
$72.7K - $93.2K
|
1.02K
$812K
|
|
|
Feb 14, 2025
Q4 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
100+ 238.1% |
$72.7K - $93.2K
|
142
$114K
|
|
|
Feb 27, 2025
Q4 2024
|
Chelsea Counsel CO
|
BUY
|
- |
100+ 6.99% |
$72.7K - $93.2K
|
1.53K
$1.22M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
BUY
|
- |
99+ 5.94% |
$72K - $92.3K
|
1.77K
$1.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
99+ 3.63% |
$72K - $92.3K
|
2.83K
$2.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
99+ 6.33% |
$72K - $92.3K
|
1.66K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
98+ 1.06% |
$71.3K - $91.3K
|
9.38K
$7.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Invenio Wealth Partners LLC
Coral Gables, FL |
BUY
|
- |
98+ 6.49% |
$71.3K - $91.3K
|
1.61K
$1.29M
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
97+ 0.65% |
$70.5K - $90.4K
|
15K
$12M
|
|
|
Feb 14, 2025
Q4 2024
|
Hamilton Capital, LLC
Columbus, OH |
BUY
|
- |
97+ 9.78% |
$70.5K - $90.4K
|
1.09K
$870K
|
|
|
Jan 08, 2025
Q4 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
96+ 8.92% |
$69.8K - $89.5K
|
1.17K
$937K
|
|
|
Jan 08, 2025
Q4 2024
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
BUY
|
- |
96+ 6.03% |
$69.8K - $89.5K
|
1.69K
$1.35M
|
|
|
Jan 28, 2025
Q4 2024
|
Canvas Wealth Advisors, LLC
|
BUY
|
- |
96+ 6.78% |
$69.8K - $89.5K
|
1.51K
$1.21M
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
96+ 34.53% |
$69.8K - $89.5K
|
374
$299K
|
|
|
Feb 13, 2025
Q4 2024
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
96+ 15.95% |
$69.8K - $89.5K
|
698
$558K
|
|
|
Jan 16, 2025
Q4 2024
|
Charles Schwab Trust CO
|
BUY
|
- |
95+ 42.04% |
$69.1K - $88.5K
|
321
$257K
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
95+ 0.75% |
$69.1K - $88.5K
|
12.8K
$10.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Ridgecrest Wealth Partners, LLC
|
BUY
|
- |
95+ 11.64% |
$69.1K - $88.5K
|
911
$728K
|
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
95+ 0.68% |
$69.1K - $88.5K
|
14K
$11.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
93+ 6.2% |
$67.6K - $86.7K
|
1.59K
$1.27M
|
|
|
Jan 10, 2025
Q4 2024
|
Harbor Capital Advisors, Inc.
|
BUY
|
- |
92+ 0.61% |
$66.9K - $85.7K
|
15.1K
$12M
|
|
|
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
$5.89M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
92+ 3.15% |
$66.9K - $85.7K
|
3.01K
$2.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Bank Ozk
|
BUY
|
- |
92+ 0.81% |
$66.9K - $85.7K
|
11.4K
$9.1M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
92+ 13.18% |
$66.9K - $85.7K
|
790
$631K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
91+ 5.64% |
$66.2K - $84.8K
|
1.7K
$1.36M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
90+ 17.68% |
$65.4K - $83.9K
|
599
$479K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
89+ 1.44% |
$64.7K - $83K
|
6.26K
$5M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
89+ 1.84% |
$64.7K - $83K
|
4.93K
$3.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
89+ 14.96% |
$64.7K - $83K
|
684
$547K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
89+ 7.21% |
$64.7K - $83K
|
1.32K
$1.06M
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
BUY
|
- |
88+ 6.39% |
$64K - $82K
|
1.47K
$1.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
87+ 12.15% |
$63.3K - $81.1K
|
803
$642K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
87+ 7.76% |
$63.3K - $81.1K
|
1.21K
$966K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
87New |
$63.3K - $81.1K
|
87
$69.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
85+ 7.88% |
$61.8K - $79.2K
|
1.16K
$930K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
85+ 0.68% |
$61.8K - $79.2K
|
12.6K
$10.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
85+ 0.67% |
$61.8K - $79.2K
|
12.7K
$10.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
85+ 7.71% |
$61.8K - $79.2K
|
1.19K
$949K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
85New |
$61.8K - $79.2K
|
85
$67.9K
|
|
|
Feb 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
84+ 0.69% |
$61.1K - $78.3K
|
12.3K
$9.85M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
83+ 4.02% |
$60.4K - $77.4K
|
2.15K
$1.72M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
83+ 0.87% |
$60.4K - $77.4K
|
9.64K
$7.7M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
83+ 5.53% |
$60.4K - $77.4K
|
1.58K
$1.27M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
83+ 5.7% |
$60.4K - $77.4K
|
1.54K
$1.23M
|