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 05, 2025
Q4 2024
|
Bank Ozk
|
BUY
|
- |
92+ 0.81% |
$66.9K - $85.7K
|
11.4K
$9.43M
|
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
92+ 13.18% |
$66.9K - $85.7K
|
790
$654K
|
|
|
Feb 13, 2025
Q4 2024
|
Manhattan West Asset Management, LLC
Los Angeles, CA |
BUY
|
- |
91+ 5.64% |
$66.2K - $84.8K
|
1.7K
$1.41M
|
|
|
Feb 20, 2025
Q4 2024
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
BUY
|
- |
90+ 17.68% |
$65.4K - $83.9K
|
599
$496K
|
|
|
Jan 22, 2025
Q4 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
89+ 1.44% |
$64.7K - $83K
|
6.26K
$5.18M
|
|
|
Jan 29, 2025
Q4 2024
|
Catalyst Financial Partners LLC
Boston, MA |
BUY
|
- |
89+ 1.84% |
$64.7K - $83K
|
4.93K
$4.08M
|
|
|
Feb 04, 2025
Q4 2024
|
Fairhaven Wealth Management, LLC
|
BUY
|
- |
89+ 14.96% |
$64.7K - $83K
|
684
$566K
|
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
89+ 7.21% |
$64.7K - $83K
|
1.32K
$1.09M
|
|
|
Feb 11, 2025
Q4 2024
|
Excalibur Management Corp
|
BUY
|
- |
88+ 6.39% |
$64K - $82K
|
1.47K
$1.21M
|
|
|
Jan 17, 2025
Q4 2024
|
Peterson Wealth Advisors, LLC
|
BUY
|
- |
87+ 12.15% |
$63.3K - $81.1K
|
803
$665K
|
|
|
Jan 17, 2025
Q4 2024
|
Seneca House Advisors
|
BUY
|
- |
87+ 7.76% |
$63.3K - $81.1K
|
1.21K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
87New |
$63.3K - $81.1K
|
87
$72K
|
|
|
Jan 21, 2025
Q4 2024
|
Lex Aurum Advisors, LLC
|
BUY
|
- |
85+ 7.88% |
$61.8K - $79.2K
|
1.16K
$962K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
85+ 0.68% |
$61.8K - $79.2K
|
12.6K
$10.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Timber Creek Capital Management LLC
|
BUY
|
- |
85+ 0.67% |
$61.8K - $79.2K
|
12.7K
$10.5M
|
|
|
Feb 13, 2025
Q4 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
85+ 7.71% |
$61.8K - $79.2K
|
1.19K
$982K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
85New |
$61.8K - $79.2K
|
85
$70.3K
|
|
|
Feb 10, 2025
Q4 2024
|
United Capital Management Of Ks, Inc.
|
BUY
|
- |
84+ 0.69% |
$61.1K - $78.3K
|
12.3K
$10.2M
|
|
|
Jan 14, 2025
Q4 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
83+ 4.02% |
$60.4K - $77.4K
|
2.15K
$1.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
83+ 0.87% |
$60.4K - $77.4K
|
9.64K
$7.98M
|
|
|
Jan 23, 2025
Q4 2024
|
First Affirmative Financial Network
|
BUY
|
- |
83+ 5.53% |
$60.4K - $77.4K
|
1.58K
$1.31M
|
|
|
Jan 24, 2025
Q4 2024
|
Abundance Wealth Counselors
|
BUY
|
- |
83+ 5.7% |
$60.4K - $77.4K
|
1.54K
$1.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
83+ 2.14% |
$60.4K - $77.4K
|
3.97K
$3.28M
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
83+ 9.19% |
$60.4K - $77.4K
|
986
$816K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
82+ 2.9% |
$59.6K - $76.4K
|
2.91K
$2.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
82+ 7.28% |
$59.6K - $76.4K
|
1.21K
$1M
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
82+ 7.31% |
$59.6K - $76.4K
|
1.2K
$996K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
82New |
$59.6K - $76.4K
|
82
$67.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
80+ 33.9% |
$58.2K - $74.6K
|
316
$262K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
80+ 2.21% |
$58.2K - $74.6K
|
3.71K
$3.07M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
79+ 1.94% |
$57.4K - $73.6K
|
4.15K
$3.44M
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
79+ 8.74% |
$57.4K - $73.6K
|
983
$813K
|
|
|
Feb 07, 2025
Q4 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
78+ 2.26% |
$56.7K - $72.7K
|
3.53K
$2.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
77+ 2.31% |
$56K - $71.8K
|
3.41K
$2.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
77+ 2.96% |
$56K - $71.8K
|
2.68K
$2.22M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
77+ 21.69% |
$56K - $71.8K
|
432
$357K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
76+ 30.77% |
$55.3K - $70.8K
|
323
$267K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
75New |
$54.5K - $69.9K
|
75
$62.1K
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
75+ 17.32% |
$54.5K - $69.9K
|
508
$420K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
74+ 0.53% |
$53.8K - $69K
|
14.1K
$11.7M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
74+ 4.92% |
$53.8K - $69K
|
1.58K
$1.31M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
74+ 1.26% |
$53.8K - $69K
|
5.93K
$4.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
74+ 7.59% |
$53.8K - $69K
|
1.05K
$868K
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
74+ 9.38% |
$53.8K - $69K
|
863
$714K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
73+ 1.68% |
$53.1K - $68K
|
4.42K
$3.66M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
73+ 6.95% |
$53.1K - $68K
|
1.12K
$930K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
73+ 2.52% |
$53.1K - $68K
|
2.98K
$2.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
72+ 16.4% |
$52.4K - $67.1K
|
511
$423K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
70+ 8.71% |
$50.9K - $65.2K
|
874
$723K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
70+ 26.42% |
$50.9K - $65.2K
|
335
$277K
|