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
|
Onefund, LLC
Saint Petersburg, FL |
BUY
|
- |
70+ 3.38% |
$50.9K - $65.2K
|
2.14K
$1.77M
|
|
|
Feb 14, 2025
Q4 2024
|
Eventide Asset Management, LLC
Boston, MA |
BUY
|
- |
70+ 1.7% |
$50.9K - $65.2K
|
4.2K
$3.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Resonant Capital Advisors, LLC
|
BUY
|
- |
69+ 1.4% |
$50.2K - $64.3K
|
5K
$4.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
68+ 1.67% |
$49.4K - $63.4K
|
4.15K
$3.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Archford Capital Strategies, LLC
|
BUY
|
- |
68+ 1.67% |
$49.4K - $63.4K
|
4.15K
$3.44M
|
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
68+ 4.08% |
$49.4K - $63.4K
|
1.73K
$1.43M
|
|
|
Jan 29, 2025
Q4 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
68+ 5.76% |
$49.4K - $63.4K
|
1.25K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
BUY
|
- |
68+ 23.21% |
$49.4K - $63.4K
|
361
$299K
|
|
|
Jan 13, 2025
Q4 2024
|
Biltmore Wealth Management, LLC
|
BUY
|
- |
66+ 26.83% |
$48K - $61.5K
|
312
$258K
|
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
66+ 3.98% |
$48K - $61.5K
|
1.73K
$1.43M
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
BUY
|
- |
66+ 12.41% |
$48K - $61.5K
|
598
$495K
|
|
|
Feb 11, 2025
Q4 2024
|
Aviso Wealth Management
Bellevue, WA |
BUY
|
- |
66+ 3.28% |
$48K - $61.5K
|
2.08K
$1.72M
|
|
|
Feb 14, 2025
Q4 2024
|
Aletheian Wealth Advisors LLC
|
BUY
|
- |
66+ 7.2% |
$48K - $61.5K
|
983
$813K
|
|
|
Feb 14, 2025
Q4 2024
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
66+ 0.84% |
$48K - $61.5K
|
7.9K
$6.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Parisi Gray Wealth Management
|
BUY
|
- |
65+ 1.16% |
$47.3K - $60.6K
|
5.67K
$4.69M
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
65+ 9.52% |
$47.3K - $60.6K
|
748
$619K
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Planning LLC
|
BUY
|
- |
65+ 15.63% |
$47.3K - $60.6K
|
481
$398K
|
|
|
Jan 22, 2025
Q4 2024
|
Level Financial Advisors, Inc.
|
BUY
|
- |
65+ 18.16% |
$47.3K - $60.6K
|
423
$350K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
65+ 2.63% |
$47.3K - $60.6K
|
2.54K
$2.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
65New |
$47.3K - $60.6K
|
65
$53.8K
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
65+ 1.57% |
$47.3K - $60.6K
|
4.2K
$3.47M
|
|
|
Feb 05, 2025
Q4 2024
|
Tower View Investment Management & Research LLC
|
BUY
|
- |
65+ 0.65% |
$47.3K - $60.6K
|
10.1K
$8.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
65+ 15.12% |
$47.3K - $60.6K
|
495
$410K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
65+ 13.16% |
$47.3K - $60.6K
|
559
$463K
|
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
64+ 4.36% |
$46.5K - $59.7K
|
1.53K
$1.27M
|
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
64+ 1.0% |
$46.5K - $59.7K
|
6.49K
$5.37M
|
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
64+ 2.25% |
$46.5K - $59.7K
|
2.91K
$2.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
63+ 1.34% |
$45.8K - $58.7K
|
4.78K
$3.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
63+ 0.27% |
$45.8K - $58.7K
|
23.3K
$19.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
62+ 25.41% |
$45.1K - $57.8K
|
306
$253K
|
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
62+ 2.33% |
$45.1K - $57.8K
|
2.73K
$2.26M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
62New |
$45.1K - $57.8K
|
62
$51.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
62+ 0.39% |
$45.1K - $57.8K
|
15.9K
$13.1M
|
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
61+ 4.16% |
$44.4K - $56.9K
|
1.53K
$1.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
61+ 5.21% |
$44.4K - $56.9K
|
1.23K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
61+ 7.06% |
$44.4K - $56.9K
|
925
$765K
|
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
61+ 5.52% |
$44.4K - $56.9K
|
1.17K
$965K
|
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
61+ 1.85% |
$44.4K - $56.9K
|
3.36K
$2.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
60+ 11.39% |
$43.6K - $55.9K
|
587
$486K
|
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
60+ 12.66% |
$43.6K - $55.9K
|
534
$442K
|
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
60+ 0.47% |
$43.6K - $55.9K
|
12.9K
$10.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
59+ 5.46% |
$42.9K - $55K
|
1.14K
$943K
|
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
59+ 0.79% |
$42.9K - $55K
|
7.52K
$6.22M
|
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
57+ 10.5% |
$41.5K - $53.1K
|
600
$497K
|
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
57+ 3.68% |
$41.5K - $53.1K
|
1.61K
$1.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
56+ 1.33% |
$40.7K - $52.2K
|
4.27K
$3.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
56+ 3.21% |
$40.7K - $52.2K
|
1.8K
$1.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
56+ 7.25% |
$40.7K - $52.2K
|
828
$685K
|
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
56+ 4.69% |
$40.7K - $52.2K
|
1.25K
$1.03M
|
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
56+ 1.56% |
$40.7K - $52.2K
|
3.65K
$3.02M
|