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 10, 2025
Q4 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
65+ 15.12% |
$47.3K - $60.6K
|
495
$396K
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
65+ 13.16% |
$47.3K - $60.6K
|
559
$447K
|
|
Jan 13, 2025
Q4 2024
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
64+ 4.36% |
$46.5K - $59.7K
|
1.53K
$1.23M
|
|
Jan 21, 2025
Q4 2024
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
64+ 1.0% |
$46.5K - $59.7K
|
6.49K
$5.19M
|
|
Feb 10, 2025
Q4 2024
|
Greenwich Wealth Management LLC
Greenwich, CT |
BUY
|
- |
64+ 2.25% |
$46.5K - $59.7K
|
2.91K
$2.33M
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
63+ 1.34% |
$45.8K - $58.7K
|
4.78K
$3.82M
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
63+ 0.27% |
$45.8K - $58.7K
|
23.3K
$18.6M
|
|
Feb 04, 2025
Q4 2024
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
BUY
|
- |
62+ 25.41% |
$45.1K - $57.8K
|
306
$245K
|
|
Feb 10, 2025
Q4 2024
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
62+ 2.33% |
$45.1K - $57.8K
|
2.73K
$2.18M
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
62New |
$45.1K - $57.8K
|
62
$49.6K
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
62+ 0.39% |
$45.1K - $57.8K
|
15.9K
$12.7M
|
|
Jan 16, 2025
Q4 2024
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
61+ 4.16% |
$44.4K - $56.9K
|
1.53K
$1.22M
|
|
Jan 16, 2025
Q4 2024
|
Monterey Private Wealth, Inc.
|
BUY
|
- |
61+ 5.21% |
$44.4K - $56.9K
|
1.23K
$984K
|
|
Jan 28, 2025
Q4 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
61+ 7.06% |
$44.4K - $56.9K
|
925
$739K
|
|
Jan 29, 2025
Q4 2024
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
61+ 5.52% |
$44.4K - $56.9K
|
1.17K
$932K
|
|
Feb 07, 2025
Q4 2024
|
Main Street Research LLC
Sausalito, CA |
BUY
|
- |
61+ 1.85% |
$44.4K - $56.9K
|
3.36K
$2.69M
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
60+ 11.39% |
$43.6K - $55.9K
|
587
$469K
|
|
Jan 21, 2025
Q4 2024
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
60+ 12.66% |
$43.6K - $55.9K
|
534
$427K
|
|
Jan 23, 2025
Q4 2024
|
Marietta Wealth Management, LLC
|
BUY
|
- |
60+ 0.47% |
$43.6K - $55.9K
|
12.9K
$10.3M
|
|
Jan 27, 2025
Q4 2024
|
Vista Wealth Management Group, LLC
|
BUY
|
- |
59+ 5.46% |
$42.9K - $55K
|
1.14K
$910K
|
|
Feb 04, 2025
Q4 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
59+ 0.79% |
$42.9K - $55K
|
7.52K
$6.01M
|
|
Jan 21, 2025
Q4 2024
|
Bennett Selby Investments LP
|
BUY
|
- |
57+ 10.5% |
$41.5K - $53.1K
|
600
$480K
|
|
Feb 13, 2025
Q4 2024
|
Full Sail Capital, LLC
Oklahoma City, OK |
BUY
|
- |
57+ 3.68% |
$41.5K - $53.1K
|
1.61K
$1.28M
|
|
Jan 13, 2025
Q4 2024
|
Jcic Asset Management Inc.
Toronto, A6 |
BUY
|
- |
56+ 1.33% |
$40.7K - $52.2K
|
4.27K
$3.41M
|
|
Jan 13, 2025
Q4 2024
|
Sunflower Bank, N.A.
Denver, CO |
BUY
|
- |
56+ 3.21% |
$40.7K - $52.2K
|
1.8K
$1.44M
|
|
Jan 28, 2025
Q4 2024
|
Htlf Bank
Denver, CO |
BUY
|
- |
56+ 7.25% |
$40.7K - $52.2K
|
828
$662K
|
|
Jan 29, 2025
Q4 2024
|
Pineridge Advisors LLC
St. Charles, MO |
BUY
|
- |
56+ 4.69% |
$40.7K - $52.2K
|
1.25K
$999K
|
|
Feb 04, 2025
Q4 2024
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
56+ 1.56% |
$40.7K - $52.2K
|
3.65K
$2.92M
|
|
Feb 05, 2025
Q4 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
56+ 0.88% |
$40.7K - $52.2K
|
6.45K
$5.15M
|
|
Feb 13, 2025
Q4 2024
|
Elgethun Capital Management
Sioux Falls, SD |
BUY
|
- |
56+ 0.23% |
$40.7K - $52.2K
|
24.7K
$19.7M
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
56+ 1.99% |
$40.7K - $52.2K
|
2.86K
$2.29M
|
|
Feb 14, 2025
Q4 2024
|
Ndvr, Inc.
Boston, MA |
BUY
|
- |
56+ 20.07% |
$40.7K - $52.2K
|
335
$268K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
56New |
$40.7K - $52.2K
|
56
$44.8K
|
|
Jan 13, 2025
Q4 2024
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
55+ 7.77% |
$40K - $51.3K
|
763
$610K
|
|
Jan 15, 2025
Q4 2024
|
Wealth Alliance Advisory Group, LLC
|
BUY
|
- |
55+ 1.21% |
$40K - $51.3K
|
4.58K
$3.66M
|
|
Feb 13, 2025
Q4 2024
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
55+ 10.6% |
$40K - $51.3K
|
574
$459K
|
|
Feb 14, 2025
Q4 2024
|
Lavaca Capital LLC
Houston, TX |
BUY
|
- |
55+ 4.58% |
$40K - $51.3K
|
1.26K
$1M
|
|
Jan 31, 2025
Q4 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
54+ 14.88% |
$39.3K - $50.3K
|
417
$333K
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
54+ 1.78% |
$39.3K - $50.3K
|
3.1K
$2.47M
|
|
Feb 05, 2025
Q4 2024
|
Corda Investment Management, Llc.
Houston, TX |
BUY
|
- |
54+ 3.56% |
$39.3K - $50.3K
|
1.57K
$1.25M
|
|
Feb 14, 2025
Q4 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
54+ 0.34% |
$39.3K - $50.3K
|
15.7K
$12.6M
|
|
Jan 13, 2025
Q4 2024
|
Cullen Investment Group, Ltd.
Lafayette, LA |
BUY
|
- |
53+ 0.42% |
$38.5K - $49.4K
|
12.8K
$10.2M
|
|
Feb 04, 2025
Q4 2024
|
Rwc Asset Management LLP
London, X0 |
BUY
|
- |
53+ 12.21% |
$38.5K - $49.4K
|
487
$389K
|
|
Jan 14, 2025
Q4 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
52+ 2.98% |
$37.8K - $48.5K
|
1.8K
$1.44M
|
|
Jan 17, 2025
Q4 2024
|
Luts & Greenleigh Group, Inc
Bethesda, MD |
BUY
|
- |
52+ 5.57% |
$37.8K - $48.5K
|
985
$787K
|
|
Jan 29, 2025
Q4 2024
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
BUY
|
- |
52+ 0.85% |
$37.8K - $48.5K
|
6.19K
$4.95M
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
52+ 18.98% |
$37.8K - $48.5K
|
326
$261K
|
|
Feb 14, 2025
Q4 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
52+ 17.75% |
$37.8K - $48.5K
|
345
$276K
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
52+ 2.36% |
$37.8K - $48.5K
|
2.26K
$1.8M
|
|
Jan 16, 2025
Q4 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
51+ 4.9% |
$37.1K - $47.5K
|
1.09K
$872K
|