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 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
51+ 2.06% |
$37.1K - $47.5K
|
2.53K
$2.02M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
51+ 6.75% |
$37.1K - $47.5K
|
807
$645K
|
|
|
Feb 10, 2025
Q4 2024
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
51+ 1.99% |
$37.1K - $47.5K
|
2.62K
$2.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Mile Advisory
Ewing, NJ |
BUY
|
- |
51+ 3.93% |
$37.1K - $47.5K
|
1.35K
$1.08M
|
|
|
Jan 13, 2025
Q4 2024
|
Marshall & Sullivan Inc
|
BUY
|
- |
50+ 0.62% |
$36.4K - $46.6K
|
8.06K
$6.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Commons Capital, LLC
Needham, MA |
BUY
|
- |
50+ 13.97% |
$36.4K - $46.6K
|
408
$326K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
50+ 2.82% |
$36.4K - $46.6K
|
1.83K
$1.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
50+ 4.84% |
$36.4K - $46.6K
|
1.08K
$865K
|
|
|
Jan 28, 2025
Q4 2024
|
Pacific Wealth Strategies Group, Inc.
|
BUY
|
- |
50+ 16.95% |
$36.4K - $46.6K
|
345
$276K
|
|
|
Feb 13, 2025
Q4 2024
|
Peninsula Wealth, LLC
San Francisco, CA |
BUY
|
- |
50+ 8.25% |
$36.4K - $46.6K
|
656
$524K
|
|
|
Jan 22, 2025
Q4 2024
|
Shum Financial Group, Inc.
Alameda, CA |
BUY
|
- |
49+ 2.97% |
$35.6K - $45.7K
|
1.7K
$1.36M
|
|
|
Feb 07, 2025
Q4 2024
|
Enterprise Financial Services Corp
Clayton, MO |
BUY
|
- |
49+ 2.8% |
$35.6K - $45.7K
|
1.8K
$1.44M
|
|
|
Feb 10, 2025
Q4 2024
|
Pitti Group Wealth Management, LLC
|
BUY
|
- |
49+ 2.95% |
$35.6K - $45.7K
|
1.71K
$1.37M
|
|
|
Feb 27, 2025
Q4 2024
|
Omnia Family Wealth, LLC
|
BUY
|
- |
49+ 2.45% |
$35.6K - $45.7K
|
2.05K
$1.64M
|
|
|
Feb 28, 2025
Q4 2024
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
49+ 6.44% |
$35.6K - $45.7K
|
810
$647K
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
48+ 1.38% |
$34.9K - $44.7K
|
3.52K
$2.81M
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
48+ 0.99% |
$34.9K - $44.7K
|
4.89K
$3.91M
|
|
|
Feb 06, 2025
Q4 2024
|
Garrett Wealth Advisory Group, LLC
|
BUY
|
- |
48+ 5.37% |
$34.9K - $44.7K
|
942
$753K
|
|
|
Feb 12, 2025
Q4 2024
|
Bedell Frazier Investment Counseling, LLC
|
BUY
|
- |
48+ 1.17% |
$34.9K - $44.7K
|
4.15K
$3.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Heritage Trust CO
Oklahoma City, OK |
BUY
|
- |
48+ 1.92% |
$34.9K - $44.7K
|
2.55K
$2.04M
|
|
|
Feb 18, 2025
Q4 2024
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
BUY
|
- |
48+ 5.46% |
$34.9K - $44.7K
|
927
$741K
|
|
|
Feb 04, 2025
Q4 2024
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
47+ 6.39% |
$34.2K - $43.8K
|
782
$625K
|
|
|
Feb 06, 2025
Q4 2024
|
Barden Capital Management, Inc.
|
BUY
|
- |
47+ 1.53% |
$34.2K - $43.8K
|
3.12K
$2.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
47+ 18.08% |
$34.2K - $43.8K
|
307
$245K
|
|
|
Feb 13, 2025
Q4 2024
|
Tandem Wealth Advisors LLC
Phoenix, AZ |
BUY
|
- |
47+ 7.2% |
$34.2K - $43.8K
|
700
$560K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
47+ 0.94% |
$34.2K - $43.8K
|
5.02K
$4.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Pinnacle Bancorp, Inc.
|
BUY
|
- |
46+ 0.88% |
$33.5K - $42.9K
|
5.27K
$4.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Jgp Wealth Management, LLC
|
BUY
|
- |
46+ 2.63% |
$33.5K - $42.9K
|
1.8K
$1.44M
|
|
|
Jan 15, 2025
Q4 2024
|
25 LLC
St. Louis, MO |
BUY
|
- |
46+ 17.76% |
$33.5K - $42.9K
|
305
$244K
|
|
|
Jan 21, 2025
Q4 2024
|
Accel Wealth Management
|
BUY
|
- |
45+ 4.44% |
$32.7K - $41.9K
|
1.06K
$846K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
45+ 0.81% |
$32.7K - $41.9K
|
5.62K
$4.49M
|
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
44+ 2.02% |
$32K - $41K
|
2.23K
$1.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Requisite Capital Management, LLC
|
BUY
|
- |
44+ 9.48% |
$32K - $41K
|
508
$406K
|
|
|
Jan 23, 2025
Q4 2024
|
Plimoth Trust CO LLC
|
BUY
|
- |
44+ 0.84% |
$32K - $41K
|
5.27K
$4.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Prentice Wealth Management LLC
|
BUY
|
- |
44+ 3.79% |
$32K - $41K
|
1.21K
$964K
|
|
|
Feb 06, 2025
Q4 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
44+ 3.1% |
$32K - $41K
|
1.46K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Allen Investment Management LLC
|
BUY
|
- |
44+ 0.68% |
$32K - $41K
|
6.53K
$5.22M
|
|
|
Feb 13, 2025
Q4 2024
|
Titleist Asset Management, LLC
San Antonio, TX |
BUY
|
- |
44+ 9.42% |
$32K - $41K
|
511
$408K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
43+ 1.0% |
$31.3K - $40.1K
|
4.33K
$3.46M
|
|
|
Jan 31, 2025
Q4 2024
|
Abacus Planning Group, Inc.
|
BUY
|
- |
43+ 1.82% |
$31.3K - $40.1K
|
2.41K
$1.93M
|
|
|
Feb 03, 2025
Q4 2024
|
Lwm Advisory Services, LLC
Plantation, FL |
BUY
|
- |
43+ 2.39% |
$31.3K - $40.1K
|
1.84K
$1.47M
|
|
|
Feb 03, 2025
Q4 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
43+ 358.33% |
$31.3K - $40.1K
|
55
$44K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
43+ 0.27% |
$31.3K - $40.1K
|
16K
$12.8M
|
|
|
Feb 11, 2025
Q4 2024
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
43+ 0.24% |
$31.3K - $40.1K
|
18K
$14.4M
|
|
|
Feb 13, 2025
Q4 2024
|
Accredited Investors Inc.
|
BUY
|
- |
43+ 1.34% |
$31.3K - $40.1K
|
3.25K
$2.59M
|
|
|
Feb 13, 2025
Q4 2024
|
Paulson Wealth Management Inc.
|
BUY
|
- |
43+ 4.07% |
$31.3K - $40.1K
|
1.1K
$878K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
42+ 2.65% |
$30.5K - $39.1K
|
1.63K
$1.3M
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
BUY
|
- |
42+ 2.94% |
$30.5K - $39.1K
|
1.47K
$1.18M
|
|
|
Jan 15, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Long Beach
|
BUY
|
- |
42+ 1.47% |
$30.5K - $39.1K
|
2.9K
$2.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
42+ 4.17% |
$30.5K - $39.1K
|
1.05K
$838K
|