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 06, 2025
Q4 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
BUY
|
- |
83+ 2.14% |
$60.4K - $77.4K
|
3.97K
$3.17M
|
|
|
Feb 12, 2025
Q4 2024
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
83+ 9.19% |
$60.4K - $77.4K
|
986
$788K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
82+ 2.9% |
$59.6K - $76.4K
|
2.91K
$2.33M
|
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
82+ 7.28% |
$59.6K - $76.4K
|
1.21K
$966K
|
|
|
Feb 11, 2025
Q4 2024
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
BUY
|
- |
82+ 7.31% |
$59.6K - $76.4K
|
1.2K
$962K
|
|
|
Feb 26, 2025
Q4 2024
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
82New |
$59.6K - $76.4K
|
82
$65.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
80+ 33.9% |
$58.2K - $74.6K
|
316
$253K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
80+ 2.21% |
$58.2K - $74.6K
|
3.71K
$2.96M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
79+ 1.94% |
$57.4K - $73.6K
|
4.15K
$3.32M
|
|
|
Feb 03, 2025
Q4 2024
|
O'Brien Greene & Co. Inc
Media, PA |
BUY
|
- |
79+ 8.74% |
$57.4K - $73.6K
|
983
$786K
|
|
|
Feb 07, 2025
Q4 2024
|
Guild Investment Management, Inc.
|
BUY
|
- |
78+ 2.26% |
$56.7K - $72.7K
|
3.53K
$2.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Tfg Advisers LLC
|
BUY
|
- |
77+ 2.31% |
$56K - $71.8K
|
3.41K
$2.73M
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
77+ 2.96% |
$56K - $71.8K
|
2.68K
$2.14M
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
77+ 21.69% |
$56K - $71.8K
|
432
$345K
|
|
|
Feb 04, 2025
Q4 2024
|
Sierra Capital LLC
|
BUY
|
- |
76+ 30.77% |
$55.3K - $70.8K
|
323
$258K
|
|
|
Jan 23, 2025
Q4 2024
|
Fiduciary Advisors, Inc.
St. Louis, MO |
BUY
|
- |
75New |
$54.5K - $69.9K
|
75
$60K
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
75+ 17.32% |
$54.5K - $69.9K
|
508
$406K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
74+ 0.53% |
$53.8K - $69K
|
14.1K
$11.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
74+ 4.92% |
$53.8K - $69K
|
1.58K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Pds Planning, Inc
|
BUY
|
- |
74+ 1.26% |
$53.8K - $69K
|
5.93K
$4.74M
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Management, Inc. /Ca/
San Diego, Ca, CA |
BUY
|
- |
74+ 7.59% |
$53.8K - $69K
|
1.05K
$839K
|
|
|
Feb 13, 2025
Q4 2024
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
74+ 9.38% |
$53.8K - $69K
|
863
$690K
|
|
|
Jan 29, 2025
Q4 2024
|
First National Corp
|
BUY
|
- |
73+ 1.68% |
$53.1K - $68K
|
4.42K
$3.54M
|
|
|
Feb 06, 2025
Q4 2024
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
73+ 6.95% |
$53.1K - $68K
|
1.12K
$898K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
73+ 2.52% |
$53.1K - $68K
|
2.98K
$2.38M
|
|
|
Feb 03, 2025
Q4 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
72+ 16.4% |
$52.4K - $67.1K
|
511
$408K
|
|
|
Jan 21, 2025
Q4 2024
|
Motive Wealth Advisors
|
BUY
|
- |
70+ 8.71% |
$50.9K - $65.2K
|
874
$699K
|
|
|
Jan 28, 2025
Q4 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
70+ 26.42% |
$50.9K - $65.2K
|
335
$268K
|
|
|
Feb 05, 2025
Q4 2024
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
70+ 3.38% |
$50.9K - $65.2K
|
2.14K
$1.71M
|
|
|
Feb 14, 2025
Q4 2024
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
70+ 1.7% |
$50.9K - $65.2K
|
4.2K
$3.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
69+ 1.4% |
$50.2K - $64.3K
|
5K
$3.99M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
68+ 1.67% |
$49.4K - $63.4K
|
4.15K
$3.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
68+ 1.67% |
$49.4K - $63.4K
|
4.15K
$3.32M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
68+ 4.08% |
$49.4K - $63.4K
|
1.73K
$1.39M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
68+ 5.76% |
$49.4K - $63.4K
|
1.25K
$998K
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
68+ 23.21% |
$49.4K - $63.4K
|
361
$289K
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
66+ 26.83% |
$48K - $61.5K
|
312
$249K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
66+ 3.98% |
$48K - $61.5K
|
1.73K
$1.38M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
66+ 12.41% |
$48K - $61.5K
|
598
$478K
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
66+ 3.28% |
$48K - $61.5K
|
2.08K
$1.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
66+ 7.2% |
$48K - $61.5K
|
983
$786K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
66+ 0.84% |
$48K - $61.5K
|
7.9K
$6.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
65+ 1.16% |
$47.3K - $60.6K
|
5.67K
$4.53M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
65+ 9.52% |
$47.3K - $60.6K
|
748
$598K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
65+ 15.63% |
$47.3K - $60.6K
|
481
$384K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
65+ 18.16% |
$47.3K - $60.6K
|
423
$338K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
65+ 2.63% |
$47.3K - $60.6K
|
2.54K
$2.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
65New |
$47.3K - $60.6K
|
65
$52K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
65+ 1.57% |
$47.3K - $60.6K
|
4.2K
$3.36M
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
65+ 0.65% |
$47.3K - $60.6K
|
10.1K
$8.09M
|