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 14, 2025
Q4 2024
|
Bridgewealth Advisory Group, LLC
Fresno, CA |
BUY
|
- |
16+ 6.96% |
$11.6K - $14.9K
|
246
$197K
|
|
|
Jan 13, 2025
Q4 2024
|
Wallace Advisory Group, LLC
Lafayette, CA |
BUY
|
- |
15+ 4.31% |
$10.9K - $14K
|
363
$290K
|
|
|
Feb 06, 2025
Q4 2024
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
15+ 2.45% |
$10.9K - $14K
|
626
$500K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
15+ 4.41% |
$10.9K - $14K
|
355
$284K
|
|
|
Feb 14, 2025
Q4 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
BUY
|
- |
15+ 1.88% |
$10.9K - $14K
|
813
$650K
|
|
|
Feb 14, 2025
Q4 2024
|
True Wealth Design, LLC
Akron, OH |
BUY
|
- |
15+ 12.93% |
$10.9K - $14K
|
131
$105K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Capital Wealth Management, LLC
Carmel, IN |
BUY
|
- |
15+ 0.41% |
$10.9K - $14K
|
3.63K
$2.9M
|
|
|
Jan 13, 2025
Q4 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
14+ 1.55% |
$10.2K - $13K
|
915
$731K
|
|
|
Jan 14, 2025
Q4 2024
|
Meyer Handelman CO
|
BUY
|
- |
14+ 0.05% |
$10.2K - $13K
|
29K
$23.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Marino, Stram & Associates LLC
|
BUY
|
- |
14+ 0.49% |
$10.2K - $13K
|
2.86K
$2.28M
|
|
|
Jan 22, 2025
Q4 2024
|
Diamant Asset Management, Inc.
|
BUY
|
- |
14+ 1.75% |
$10.2K - $13K
|
814
$651K
|
|
|
Jan 24, 2025
Q4 2024
|
Adamsbrown Wealth Consultants LLC
|
BUY
|
- |
14+ 5.58% |
$10.2K - $13K
|
265
$212K
|
|
|
Jan 29, 2025
Q4 2024
|
Signet Investment Advisory Group, Inc.
|
BUY
|
- |
14+ 0.37% |
$10.2K - $13K
|
3.83K
$3.06M
|
|
|
Feb 06, 2025
Q4 2024
|
Alta Capital Management LLC
|
BUY
|
- |
14+ 1.4% |
$10.2K - $13K
|
1.01K
$811K
|
|
|
Feb 07, 2025
Q4 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
14+ 12.73% |
$10.2K - $13K
|
124
$99.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Capital Square, LLC
|
BUY
|
- |
14+ 0.28% |
$10.2K - $13K
|
5.07K
$4.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Life Plan Investment Advisors, Inc.
Raleigh, NC |
BUY
|
- |
14+ 4.61% |
$10.2K - $13K
|
318
$254K
|
|
|
Feb 14, 2025
Q4 2024
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
BUY
|
- |
14+ 3.29% |
$10.2K - $13K
|
439
$351K
|
|
|
Jan 13, 2025
Q4 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
13+ 3.16% |
$9.45K - $12.1K
|
425
$340K
|
|
|
Jan 13, 2025
Q4 2024
|
Imz Advisory Inc
Boca Raton, FL |
BUY
|
- |
13+ 2.0% |
$9.45K - $12.1K
|
662
$529K
|
|
|
Jan 14, 2025
Q4 2024
|
Sterling Financial Group, Inc.
Pasadena, CA |
BUY
|
- |
13+ 3.55% |
$9.45K - $12.1K
|
379
$303K
|
|
|
Jan 15, 2025
Q4 2024
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
BUY
|
- |
13+ 3.66% |
$9.45K - $12.1K
|
368
$294K
|
|
|
Jan 22, 2025
Q4 2024
|
Kfa Private Wealth Group, LLC
|
BUY
|
- |
13+ 3.78% |
$9.45K - $12.1K
|
357
$285K
|
|
|
Jan 28, 2025
Q4 2024
|
Platform Technology Partners
|
BUY
|
- |
13+ 0.6% |
$9.45K - $12.1K
|
2.17K
$1.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
13+ 0.41% |
$9.45K - $12.1K
|
3.19K
$2.55M
|
|
|
Feb 12, 2025
Q4 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
13+ 5.02% |
$9.45K - $12.1K
|
272
$217K
|
|
|
Jan 24, 2025
Q4 2024
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
12+ 0.58% |
$8.73K - $11.2K
|
2.09K
$1.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Fortress Wealth Group, LLC
Orlando, FL |
BUY
|
- |
12+ 0.6% |
$8.73K - $11.2K
|
2.02K
$1.62M
|
|
|
Feb 07, 2025
Q4 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
12+ 4.72% |
$8.73K - $11.2K
|
266
$213K
|
|
|
Feb 11, 2025
Q4 2024
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
12+ 2.02% |
$8.73K - $11.2K
|
606
$484K
|
|
|
Feb 12, 2025
Q4 2024
|
Delos Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
12New |
$8.73K - $11.2K
|
12
$9.59K
|
|
|
Feb 13, 2025
Q4 2024
|
Applied Finance Capital Management, LLC
San Juan, PR |
BUY
|
- |
12+ 1.42% |
$8.73K - $11.2K
|
855
$683K
|
|
|
Feb 13, 2025
Q4 2024
|
Garner Asset Management Corp
|
BUY
|
- |
12+ 2.31% |
$8.73K - $11.2K
|
532
$425K
|
|
|
Feb 13, 2025
Q4 2024
|
Tobias Financial Advisors, Inc.
Plantation, FL |
BUY
|
- |
12+ 4.07% |
$8.73K - $11.2K
|
307
$245K
|
|
|
Feb 14, 2025
Q4 2024
|
Redwood Investments, LLC
|
BUY
|
- |
12+ 0.55% |
$8.73K - $11.2K
|
2.21K
$1.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Everett Harris & CO
|
BUY
|
- |
11+ 0.12% |
$8K - $10.3K
|
8.99K
$7.19M
|
|
|
Jan 27, 2025
Q4 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
11+ 1.43% |
$8K - $10.3K
|
778
$622K
|
|
|
Jan 30, 2025
Q4 2024
|
American Financial Advisors, LLC
|
BUY
|
- |
11+ 0.08% |
$8K - $10.3K
|
13.4K
$10.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Cypress Capital, LLC
|
BUY
|
- |
11+ 1.93% |
$8K - $10.3K
|
582
$465K
|
|
|
Feb 04, 2025
Q4 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
11+ 2.26% |
$8K - $10.3K
|
498
$398K
|
|
|
Feb 05, 2025
Q4 2024
|
Noesis Capital Mangement Corp
|
BUY
|
- |
11+ 3.7% |
$8K - $10.3K
|
308
$246K
|
|
|
Feb 07, 2025
Q4 2024
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
11New |
$8K - $10.3K
|
11
$8.79K
|
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
11+ 1.26% |
$8K - $10.3K
|
881
$704K
|
|
|
Feb 13, 2025
Q4 2024
|
Redwood Park Advisors LLC
Redwood City, CA |
BUY
|
- |
11New |
$8K - $10.3K
|
11
$8.79K
|
|
|
Feb 14, 2025
Q4 2024
|
Canal Capital Management, LLC
|
BUY
|
- |
11+ 0.63% |
$8K - $10.3K
|
1.76K
$1.41M
|
|
|
Feb 14, 2025
Q4 2024
|
Gg Group Ventures, LLC
Orlando, FL |
BUY
|
- |
11+ 2.58% |
$8K - $10.3K
|
438
$350K
|
|
|
Jan 06, 2025
Q4 2024
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
10+ 66.67% |
$7.27K - $9.32K
|
25
$20K
|
|
|
Jan 15, 2025
Q4 2024
|
Walker Asset Management, LLC
|
BUY
|
- |
10+ 1.46% |
$7.27K - $9.32K
|
693
$554K
|
|
|
Jan 17, 2025
Q4 2024
|
Red Door Wealth Management, LLC
|
BUY
|
- |
10+ 0.49% |
$7.27K - $9.32K
|
2.06K
$1.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Westhampton Capital, LLC
|
BUY
|
- |
10+ 0.48% |
$7.27K - $9.32K
|
2.1K
$1.68M
|