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 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
36+ 0.56% |
$26.2K - $33.6K
|
6.42K
$5.31M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
36+ 7.36% |
$26.2K - $33.6K
|
525
$434K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
36+ 13.33% |
$26.2K - $33.6K
|
306
$253K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
35+ 2.14% |
$25.5K - $32.6K
|
1.67K
$1.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
35+ 8.71% |
$25.5K - $32.6K
|
437
$362K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
35+ 3.58% |
$25.5K - $32.6K
|
1.01K
$837K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
35+ 25.74% |
$25.5K - $32.6K
|
171
$142K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
35+ 4.02% |
$25.5K - $32.6K
|
905
$749K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
34+ 2.59% |
$24.7K - $31.7K
|
1.35K
$1.11M
|
|
|
Jan 28, 2025
Q4 2024
|
Dock Street Asset Management Inc
|
BUY
|
- |
34+ 3.04% |
$24.7K - $31.7K
|
1.15K
$953K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
34+ 3.38% |
$24.7K - $31.7K
|
1.04K
$861K
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
34+ 7.0% |
$24.7K - $31.7K
|
520
$430K
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
33+ 0.22% |
$24K - $30.8K
|
14.9K
$12.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
33+ 12.13% |
$24K - $30.8K
|
305
$252K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
32+ 5.47% |
$23.3K - $29.8K
|
617
$511K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
32+ 1.77% |
$23.3K - $29.8K
|
1.84K
$1.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
32+ 11.85% |
$23.3K - $29.8K
|
302
$250K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
32+ 0.94% |
$23.3K - $29.8K
|
3.42K
$2.83M
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
32+ 5.81% |
$23.3K - $29.8K
|
583
$482K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
31+ 0.38% |
$22.5K - $28.9K
|
8.23K
$6.81M
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
31+ 9.23% |
$22.5K - $28.9K
|
367
$304K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
31+ 11.23% |
$22.5K - $28.9K
|
307
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
31New |
$22.5K - $28.9K
|
31
$25.7K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
30+ 7.89% |
$21.8K - $28K
|
410
$339K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
30+ 7.5% |
$21.8K - $28K
|
430
$356K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
30+ 2.41% |
$21.8K - $28K
|
1.27K
$1.05M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
30+ 32.61% |
$21.8K - $28K
|
122
$101K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
30+ 1.54% |
$21.8K - $28K
|
1.98K
$1.64M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
30+ 3.54% |
$21.8K - $28K
|
878
$727K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
30New |
$21.8K - $28K
|
30
$24.8K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
29+ 5.41% |
$21.1K - $27K
|
565
$468K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
29+ 2.98% |
$21.1K - $27K
|
1K
$829K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
29+ 0.2% |
$21.1K - $27K
|
14.7K
$12.1M
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
28+ 0.79% |
$20.4K - $26.1K
|
3.56K
$2.95M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
28+ 17.07% |
$20.4K - $26.1K
|
192
$159K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
28+ 8.64% |
$20.4K - $26.1K
|
352
$291K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
28+ 1.07% |
$20.4K - $26.1K
|
2.65K
$2.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
28+ 6.14% |
$20.4K - $26.1K
|
484
$401K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
27+ 1.29% |
$19.6K - $25.2K
|
2.11K
$1.75M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
27+ 1.8% |
$19.6K - $25.2K
|
1.53K
$1.26M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
27+ 2.4% |
$19.6K - $25.2K
|
1.15K
$954K
|
|
|
Feb 03, 2025
Q4 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
27+ 8.68% |
$19.6K - $25.2K
|
338
$280K
|
|
|
Feb 04, 2025
Q4 2024
|
Sitrin Capital Management LLC
|
BUY
|
- |
27+ 0.41% |
$19.6K - $25.2K
|
6.62K
$5.48M
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
27+ 6.43% |
$19.6K - $25.2K
|
447
$370K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
27+ 1.47% |
$19.6K - $25.2K
|
1.86K
$1.54M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
27+ 1.86% |
$19.6K - $25.2K
|
1.48K
$1.22M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
27+ 0.49% |
$19.6K - $25.2K
|
5.58K
$4.62M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
26+ 9.92% |
$18.9K - $24.2K
|
288
$238K
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
26+ 0.89% |
$18.9K - $24.2K
|
2.93K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
26New |
$18.9K - $24.2K
|
26
$21.5K
|