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 13, 2025
Q4 2024
|
Quad Cities Investment Group, LLC
Davenport, IA |
BUY
|
- |
21+ 5.56% |
$15.3K - $19.6K
|
399
$304K
|
|
|
Jan 22, 2025
Q4 2024
|
Better Wealth, LLC
|
BUY
|
- |
21+ 3.7% |
$15.3K - $19.6K
|
589
$449K
|
|
|
Jan 29, 2025
Q4 2024
|
Diversified Portfolios, Inc.
Bloomfield Hills, MI |
BUY
|
- |
21+ 1.02% |
$15.3K - $19.6K
|
2.07K
$1.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
21+ 0.91% |
$15.3K - $19.6K
|
2.32K
$1.77M
|
|
|
May 29, 2025
Q4 2024
|
Plum Street Advisors, LLC
New Orleans, LA |
BUY
|
- |
21+ 1.72% |
$15.3K - $19.6K
|
1.24K
$947K
|
|
|
Jan 06, 2025
Q4 2024
|
Norman Fields, Gottscho Capital Management, LLC
|
BUY
|
- |
20+ 1.37% |
$14.5K - $18.6K
|
1.48K
$1.13M
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
20+ 80.0% |
$14.5K - $18.6K
|
45
$34.3K
|
|
|
Jan 15, 2025
Q4 2024
|
Constitution Capital LLC
Shelton, CT |
BUY
|
- |
20+ 1.56% |
$14.5K - $18.6K
|
1.3K
$990K
|
|
|
Jan 15, 2025
Q4 2024
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
20+ 6.19% |
$14.5K - $18.6K
|
343
$261K
|
|
|
Jan 16, 2025
Q4 2024
|
Atwood & Palmer Inc
|
BUY
|
- |
20+ 3.91% |
$14.5K - $18.6K
|
532
$405K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
20+ 30.3% |
$14.5K - $18.6K
|
86
$65.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
20+ 1.71% |
$14.5K - $18.6K
|
1.19K
$906K
|
|
|
Jan 24, 2025
Q4 2024
|
River Street Advisors LLC
Aurora, IL |
BUY
|
- |
20+ 0.64% |
$14.5K - $18.6K
|
3.17K
$2.41M
|
|
|
Jan 24, 2025
Q4 2024
|
Ls Investment Advisors, LLC
|
BUY
|
- |
20+ 0.88% |
$14.5K - $18.6K
|
2.3K
$1.75M
|
|
|
Feb 06, 2025
Q4 2024
|
Carmel Capital Partners, LLC
|
BUY
|
- |
20+ 3.28% |
$14.5K - $18.6K
|
629
$479K
|
|
|
Feb 11, 2025
Q4 2024
|
First Financial Bankshares Inc
Abilene, TX |
BUY
|
- |
20+ 2.02% |
$14.5K - $18.6K
|
1.01K
$770K
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
20+ 1.15% |
$14.5K - $18.6K
|
1.76K
$1.34M
|
|
|
Feb 14, 2025
Q4 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
20+ 0.57% |
$14.5K - $18.6K
|
3.5K
$2.66M
|
|
|
Jan 13, 2025
Q4 2024
|
180 Wealth Advisors, LLC
|
BUY
|
- |
19+ 0.71% |
$13.8K - $17.7K
|
2.71K
$2.07M
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
19+ 5.09% |
$13.8K - $17.7K
|
392
$299K
|
|
|
Feb 03, 2025
Q4 2024
|
Compass Planning Associates Inc
Greenfield, MA |
BUY
|
- |
19New |
$13.8K - $17.7K
|
19
$14.5K
|
|
|
Feb 04, 2025
Q4 2024
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
19+ 10.86% |
$13.8K - $17.7K
|
194
$148K
|
|
|
Feb 04, 2025
Q4 2024
|
Northwest Capital Management Inc
|
BUY
|
- |
19+ 9.5% |
$13.8K - $17.7K
|
219
$167K
|
|
|
Feb 10, 2025
Q4 2024
|
Buckley Wealth Management, LLC
|
BUY
|
- |
19+ 3.61% |
$13.8K - $17.7K
|
546
$416K
|
|
|
Feb 13, 2025
Q4 2024
|
Rollins Financial Advisors, LLC
Atlanta, GA |
BUY
|
- |
19+ 1.11% |
$13.8K - $17.7K
|
1.73K
$1.32M
|
|
|
Apr 11, 2025
Q4 2024
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
19New |
$13.8K - $17.7K
|
19
$14.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
18+ 2.67% |
$13.1K - $16.8K
|
692
$527K
|
|
|
Jan 14, 2025
Q4 2024
|
Occidental Asset Management, LLC
|
BUY
|
- |
18+ 1.24% |
$13.1K - $16.8K
|
1.48K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Optimist Retirement Group LLC
Bellevue, WA |
BUY
|
- |
18+ 0.57% |
$13.1K - $16.8K
|
3.18K
$2.42M
|
|
|
Jan 31, 2025
Q4 2024
|
Allied Investment Advisors, LLC
|
BUY
|
- |
18+ 7.14% |
$13.1K - $16.8K
|
270
$206K
|
|
|
Feb 07, 2025
Q4 2024
|
Trail Ridge Investment Advisors, LLC
|
BUY
|
- |
18+ 1.12% |
$13.1K - $16.8K
|
1.63K
$1.24M
|
|
|
Feb 13, 2025
Q4 2024
|
Security Financial Services, Inc.
|
BUY
|
- |
18+ 1.59% |
$13.1K - $16.8K
|
1.15K
$876K
|
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
BUY
|
- |
18+ 5.2% |
$13.1K - $16.8K
|
364
$277K
|
|
|
Jul 14, 2025
Q4 2024
|
Painted Porch Advisors LLC
Santa Barbara, CA |
BUY
|
- |
18+ 90.0% |
$13.1K - $16.8K
|
38
$28.9K
|
|
|
Jan 02, 2025
Q4 2024
|
Old Port Advisors
|
BUY
|
- |
17+ 1.34% |
$12.4K - $15.8K
|
1.28K
$977K
|
|
|
Jan 14, 2025
Q4 2024
|
First Pacific Financial
|
BUY
|
- |
17+ 13.08% |
$12.4K - $15.8K
|
147
$112K
|
|
|
Jan 15, 2025
Q4 2024
|
Everpar Advisors LLC
Tulsa, OK |
BUY
|
- |
17+ 0.64% |
$12.4K - $15.8K
|
2.68K
$2.04M
|
|
|
Jan 16, 2025
Q4 2024
|
Successful Portfolios LLC
|
BUY
|
- |
17+ 1.36% |
$12.4K - $15.8K
|
1.26K
$963K
|
|
|
Jan 29, 2025
Q4 2024
|
Equitable Trust CO
|
BUY
|
- |
17+ 0.2% |
$12.4K - $15.8K
|
8.56K
$6.52M
|
|
|
Jan 30, 2025
Q4 2024
|
Dt Investment Partners, LLC
|
BUY
|
- |
17+ 2.28% |
$12.4K - $15.8K
|
762
$580K
|
|
|
Jan 30, 2025
Q4 2024
|
Members Trust CO
|
BUY
|
- |
17+ 4.15% |
$12.4K - $15.8K
|
427
$325K
|
|
|
Feb 06, 2025
Q4 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
17+ 0.24% |
$12.4K - $15.8K
|
7.17K
$5.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
BUY
|
- |
17+ 3.47% |
$12.4K - $15.8K
|
507
$386K
|
|
|
Feb 14, 2025
Q4 2024
|
Ross\Johnson & Associates LLC
Plymouth, MN |
BUY
|
- |
17New |
$12.4K - $15.8K
|
17
$12.9K
|
|
|
Feb 18, 2025
Q4 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
17+ 0.15% |
$12.4K - $15.8K
|
11.1K
$8.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Ade, LLC
|
BUY
|
- |
16+ 6.18% |
$11.6K - $14.9K
|
275
$209K
|
|
|
Jan 23, 2025
Q4 2024
|
Alta Wealth Advisors LLC
|
BUY
|
- |
16+ 0.53% |
$11.6K - $14.9K
|
3.06K
$2.33M
|
|
|
Feb 03, 2025
Q4 2024
|
Dash Acquisitions Inc.
|
BUY
|
- |
16+ 4.35% |
$11.6K - $14.9K
|
384
$292K
|
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Investment Management Company, LLC
|
BUY
|
- |
16+ 0.06% |
$11.6K - $14.9K
|
25K
$19.1M
|
|
|
Feb 12, 2025
Q4 2024
|
Covington Investment Advisors Inc.
Ligonier, PA |
BUY
|
- |
16+ 0.08% |
$11.6K - $14.9K
|
20.6K
$15.7M
|