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 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
31+ 9.23% |
$22.5K - $28.9K
|
367
$293K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
31+ 11.23% |
$22.5K - $28.9K
|
307
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
31New |
$22.5K - $28.9K
|
31
$24.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Enclave Advisors LLC
Austin, TX |
BUY
|
- |
30+ 7.89% |
$21.8K - $28K
|
410
$328K
|
|
|
Jan 17, 2025
Q4 2024
|
Baker Ellis Asset Management LLC
|
BUY
|
- |
30+ 7.5% |
$21.8K - $28K
|
430
$344K
|
|
|
Jan 22, 2025
Q4 2024
|
Court Place Advisors, LLC
Ellicott City, MD |
BUY
|
- |
30+ 2.41% |
$21.8K - $28K
|
1.27K
$1.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
30+ 32.61% |
$21.8K - $28K
|
122
$97.5K
|
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
BUY
|
- |
30+ 1.54% |
$21.8K - $28K
|
1.98K
$1.58M
|
|
|
Feb 13, 2025
Q4 2024
|
Summit Financial Wealth Advisors, LLC
|
BUY
|
- |
30+ 3.54% |
$21.8K - $28K
|
878
$702K
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
30New |
$21.8K - $28K
|
30
$24K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
29+ 5.41% |
$21.1K - $27K
|
565
$452K
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
29+ 2.98% |
$21.1K - $27K
|
1K
$801K
|
|
|
Feb 07, 2025
Q4 2024
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
BUY
|
- |
29+ 0.2% |
$21.1K - $27K
|
14.7K
$11.7M
|
|
|
Apr 30, 2025
Q4 2024
|
Correct Capital Wealth Management
Clayton, MO |
BUY
|
- |
29+ 6.9% |
$21.1K - $27K
|
449
$359K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
BUY
|
- |
28+ 0.79% |
$20.4K - $26.1K
|
3.56K
$2.85M
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
28+ 17.07% |
$20.4K - $26.1K
|
192
$153K
|
|
|
Feb 10, 2025
Q4 2024
|
Altus Wealth Group LLC
Colorado Springs, CO |
BUY
|
- |
28+ 8.64% |
$20.4K - $26.1K
|
352
$281K
|
|
|
Feb 13, 2025
Q4 2024
|
First Foundation Advisors
Irvine, CA |
BUY
|
- |
28+ 1.07% |
$20.4K - $26.1K
|
2.65K
$2.12M
|
|
|
Feb 13, 2025
Q4 2024
|
Whelan Financial
|
BUY
|
- |
28+ 6.14% |
$20.4K - $26.1K
|
484
$387K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
BUY
|
- |
27+ 1.29% |
$19.6K - $25.2K
|
2.11K
$1.69M
|
|
|
Jan 14, 2025
Q4 2024
|
E Rn Financial, LLC
|
BUY
|
- |
27+ 1.8% |
$19.6K - $25.2K
|
1.53K
$1.22M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
BUY
|
- |
27+ 2.4% |
$19.6K - $25.2K
|
1.15K
$922K
|
|
|
Feb 03, 2025
Q4 2024
|
Cohen Capital Management, Inc.
|
BUY
|
- |
27+ 8.68% |
$19.6K - $25.2K
|
338
$270K
|
|
|
Feb 04, 2025
Q4 2024
|
Sitrin Capital Management LLC
|
BUY
|
- |
27+ 0.41% |
$19.6K - $25.2K
|
6.62K
$5.29M
|
|
|
Feb 11, 2025
Q4 2024
|
One Charles Private Wealth Services, LLC
|
BUY
|
- |
27+ 6.43% |
$19.6K - $25.2K
|
447
$357K
|
|
|
Feb 11, 2025
Q4 2024
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
27+ 1.47% |
$19.6K - $25.2K
|
1.86K
$1.49M
|
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
27+ 1.86% |
$19.6K - $25.2K
|
1.48K
$1.18M
|
|
|
Feb 19, 2025
Q4 2024
|
Invst, LLC
Indianapolis, IN |
BUY
|
- |
27+ 0.49% |
$19.6K - $25.2K
|
5.58K
$4.46M
|
|
|
Jan 13, 2025
Q4 2024
|
Ellenbecker Investment Group
|
BUY
|
- |
26+ 9.92% |
$18.9K - $24.2K
|
288
$230K
|
|
|
Feb 05, 2025
Q4 2024
|
John G Ullman & Associates Inc
|
BUY
|
- |
26+ 0.89% |
$18.9K - $24.2K
|
2.93K
$2.35M
|
|
|
Feb 14, 2025
Q4 2024
|
Marshall & Sterling Wealth Advisors Inc.
Poughkeepsie, NY |
BUY
|
- |
26New |
$18.9K - $24.2K
|
26
$20.8K
|
|
|
Jan 15, 2025
Q4 2024
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
25+ 1.0% |
$18.2K - $23.3K
|
2.53K
$2.03M
|
|
|
Jan 23, 2025
Q4 2024
|
Vander Pol Investments L.L.C.
Caledonia, MI |
BUY
|
- |
25+ 7.02% |
$18.2K - $23.3K
|
381
$305K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
25+ 0.59% |
$18.2K - $23.3K
|
4.25K
$3.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
BUY
|
- |
25New |
$18.2K - $23.3K
|
25
$20K
|
|
|
Feb 14, 2025
Q4 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
25+ 0.93% |
$18.2K - $23.3K
|
2.7K
$2.16M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
25New |
$18.2K - $23.3K
|
25
$20K
|
|
|
Jan 14, 2025
Q4 2024
|
Inspirion Wealth Advisors, LLC
|
BUY
|
- |
24+ 4.01% |
$17.5K - $22.4K
|
623
$498K
|
|
|
Jan 28, 2025
Q4 2024
|
Investment Advisory Services Inc
The Woodlands, TX |
BUY
|
- |
24+ 8.05% |
$17.5K - $22.4K
|
322
$257K
|
|
|
Jan 28, 2025
Q4 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
24+ 7.02% |
$17.5K - $22.4K
|
366
$293K
|
|
|
Feb 13, 2025
Q4 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
24+ 0.24% |
$17.5K - $22.4K
|
9.96K
$7.96M
|
|
|
Jan 13, 2025
Q4 2024
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
23+ 0.42% |
$16.7K - $21.4K
|
5.51K
$4.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Family Investment Center, Inc.
Saint Joseph, MO |
BUY
|
- |
23+ 6.1% |
$16.7K - $21.4K
|
400
$320K
|
|
|
Jan 28, 2025
Q4 2024
|
Live Oak Private Wealth LLC
|
BUY
|
- |
23+ 1.18% |
$16.7K - $21.4K
|
1.96K
$1.57M
|
|
|
Jan 30, 2025
Q4 2024
|
Vera Bank, N.A.
|
BUY
|
- |
23+ 0.63% |
$16.7K - $21.4K
|
3.69K
$2.95M
|
|
|
Feb 04, 2025
Q4 2024
|
Quartz Partners, LLC
Saratoga Springs, NY |
BUY
|
- |
23+ 3.1% |
$16.7K - $21.4K
|
764
$611K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
23+ 5.9% |
$16.7K - $21.4K
|
413
$330K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
22+ 0.42% |
$16K - $20.5K
|
5.28K
$4.22M
|
|
|
Feb 04, 2025
Q4 2024
|
Lgl Partners, LLC
West Conshohocken, PA |
BUY
|
- |
22+ 1.1% |
$16K - $20.5K
|
2.03K
$1.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Investment Partners, Ltd.
|
BUY
|
- |
22+ 0.34% |
$16K - $20.5K
|
6.54K
$5.23M
|