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 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
42+ 4.17% |
$30.5K - $39.1K
|
1.05K
$838K
|
|
|
Jan 17, 2025
Q4 2024
|
Goal Vest Advisory LLC
|
BUY
|
- |
42+ 3.59% |
$30.5K - $39.1K
|
1.21K
$970K
|
|
|
Jan 22, 2025
Q4 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
42+ 1.34% |
$30.5K - $39.1K
|
3.18K
$2.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
42+ 5.44% |
$30.5K - $39.1K
|
814
$651K
|
|
|
Feb 10, 2025
Q4 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
42+ 10.1% |
$30.5K - $39.1K
|
458
$366K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
42+ 3.29% |
$30.5K - $39.1K
|
1.32K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Chilton Investment CO Inc.
Stamford, CT |
BUY
|
- |
42+ 1.48% |
$30.5K - $39.1K
|
2.88K
$2.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
41+ 5.64% |
$29.8K - $38.2K
|
768
$614K
|
|
|
Jan 21, 2025
Q4 2024
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
BUY
|
- |
41+ 0.98% |
$29.8K - $38.2K
|
4.24K
$3.39M
|
|
|
Jan 08, 2025
Q4 2024
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
40+ 0.18% |
$29.1K - $37.3K
|
21.8K
$17.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Act Advisors, Llc.
|
BUY
|
- |
40+ 14.39% |
$29.1K - $37.3K
|
318
$254K
|
|
|
Jan 22, 2025
Q4 2024
|
Revolve Wealth Partners, LLC
|
BUY
|
- |
40+ 2.8% |
$29.1K - $37.3K
|
1.47K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
40+ 0.22% |
$29.1K - $37.3K
|
18.5K
$14.8M
|
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
40+ 2.74% |
$29.1K - $37.3K
|
1.5K
$1.2M
|
|
|
Feb 12, 2025
Q4 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
40+ 0.64% |
$29.1K - $37.3K
|
6.29K
$5.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
40New |
$29.1K - $37.3K
|
40
$32K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
40+ 2.55% |
$29.1K - $37.3K
|
1.61K
$1.29M
|
|
|
Jun 04, 2025
Q4 2024
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
40+ 0.36% |
$29.1K - $37.3K
|
11.2K
$8.99M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
39+ 12.75% |
$28.4K - $36.4K
|
345
$276K
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
39+ 13.83% |
$28.4K - $36.4K
|
321
$257K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Group, Inc.
|
BUY
|
- |
39+ 2.51% |
$28.4K - $36.4K
|
1.6K
$1.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Oregon Public Employees Retirement Fund
|
BUY
|
- |
39+ 0.06% |
$28.4K - $36.4K
|
67.5K
$54M
|
|
|
Jan 16, 2025
Q4 2024
|
Mandatum Life Insurance CO LTD
|
BUY
|
- |
38+ 13.19% |
$27.6K - $35.4K
|
326
$261K
|
|
|
Jan 21, 2025
Q4 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
38+ 0.8% |
$27.6K - $35.4K
|
4.81K
$3.85M
|
|
|
Jan 08, 2025
Q4 2024
|
Park National Corp
|
BUY
|
- |
37+ 0.32% |
$26.9K - $34.5K
|
11.4K
$9.14M
|
|
|
Jan 13, 2025
Q4 2024
|
Clean Yield Group
|
BUY
|
- |
37+ 1.02% |
$26.9K - $34.5K
|
3.66K
$2.92M
|
|
|
Jan 14, 2025
Q4 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
BUY
|
- |
37+ 1.92% |
$26.9K - $34.5K
|
1.96K
$1.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
37+ 2.51% |
$26.9K - $34.5K
|
1.51K
$1.21M
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
37+ 1.8% |
$26.9K - $34.5K
|
2.09K
$1.67M
|
|
|
Feb 13, 2025
Q4 2024
|
Optivise Advisory Services LLC
Franklin, TN |
BUY
|
- |
37+ 1.89% |
$26.9K - $34.5K
|
1.99K
$1.59M
|
|
|
Jan 16, 2025
Q4 2024
|
Zwj Investment Counsel Inc
|
BUY
|
- |
36+ 0.56% |
$26.2K - $33.6K
|
6.42K
$5.13M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
BUY
|
- |
36+ 7.36% |
$26.2K - $33.6K
|
525
$420K
|
|
|
Feb 06, 2025
Q4 2024
|
Alesco Advisors LLC
Pittsford, NY |
BUY
|
- |
36+ 13.33% |
$26.2K - $33.6K
|
306
$245K
|
|
|
Jan 13, 2025
Q4 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
35+ 2.14% |
$25.5K - $32.6K
|
1.67K
$1.34M
|
|
|
Jan 13, 2025
Q4 2024
|
Catalyst Private Wealth, LLC
|
BUY
|
- |
35+ 8.71% |
$25.5K - $32.6K
|
437
$349K
|
|
|
Jan 21, 2025
Q4 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
35+ 3.58% |
$25.5K - $32.6K
|
1.01K
$809K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
35+ 25.74% |
$25.5K - $32.6K
|
171
$137K
|
|
|
Feb 11, 2025
Q4 2024
|
Arvest Investments, Inc.
Rogers, AR |
BUY
|
- |
35+ 4.02% |
$25.5K - $32.6K
|
905
$723K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealth Management Partners, LLC
|
BUY
|
- |
34+ 2.59% |
$24.7K - $31.7K
|
1.35K
$1.08M
|
|
|
Jan 28, 2025
Q4 2024
|
Dock Street Asset Management Inc
|
BUY
|
- |
34+ 3.04% |
$24.7K - $31.7K
|
1.15K
$921K
|
|
|
Feb 10, 2025
Q4 2024
|
Cfo4 Life Group, LLC
|
BUY
|
- |
34+ 3.38% |
$24.7K - $31.7K
|
1.04K
$831K
|
|
|
Feb 11, 2025
Q4 2024
|
Cottage Street Advisors LLC
|
BUY
|
- |
34+ 7.0% |
$24.7K - $31.7K
|
520
$416K
|
|
|
Feb 11, 2025
Q4 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
33+ 0.22% |
$24K - $30.8K
|
14.9K
$11.9M
|
|
|
Feb 13, 2025
Q4 2024
|
Sgl Investment Advisors, Inc.
Missoula, MT |
BUY
|
- |
33+ 12.13% |
$24K - $30.8K
|
305
$244K
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
32+ 5.47% |
$23.3K - $29.8K
|
617
$493K
|
|
|
Jan 13, 2025
Q4 2024
|
Sivia Capital Partners, LLC
Mill Valley, CA |
BUY
|
- |
32+ 1.77% |
$23.3K - $29.8K
|
1.84K
$1.47M
|
|
|
Jan 17, 2025
Q4 2024
|
Phillips Wealth Planners LLC
Starkville, MS |
BUY
|
- |
32+ 11.85% |
$23.3K - $29.8K
|
302
$241K
|
|
|
Jan 22, 2025
Q4 2024
|
Berkshire Bank
|
BUY
|
- |
32+ 0.94% |
$23.3K - $29.8K
|
3.42K
$2.74M
|
|
|
Jan 24, 2025
Q4 2024
|
Dupree Financial Group, LLC
Lexington, KY |
BUY
|
- |
32+ 5.81% |
$23.3K - $29.8K
|
583
$466K
|
|
|
Jan 23, 2025
Q4 2024
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
31+ 0.38% |
$22.5K - $28.9K
|
8.23K
$6.58M
|