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 07, 2025
Q4 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-406- 1.85% |
$295K - $378K
|
21.5K
$18.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-407- 26.28% |
$296K - $379K
|
1.14K
$1M
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-409- 12.4% |
$297K - $381K
|
2.89K
$2.54M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-410- 2.14% |
$298K - $382K
|
18.7K
$16.5M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-429- 2.71% |
$312K - $400K
|
15.4K
$13.5M
|
|
|
Jan 30, 2025
Q4 2024
|
Sage Advisors, LLC
Boulder, CO |
SELL
|
- |
-429- 2.3% |
$312K - $400K
|
18.2K
$16M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-432- 3.61% |
$314K - $403K
|
11.5K
$10.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-438- 4.08% |
$319K - $408K
|
10.3K
$9.04M
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-440- 5.79% |
$320K - $410K
|
7.16K
$6.29M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-441- 51.28% |
$321K - $411K
|
419
$368K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-443- 7.86% |
$322K - $413K
|
5.2K
$4.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-457- 5.56% |
$332K - $426K
|
7.76K
$6.82M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-458- 5.07% |
$333K - $427K
|
8.58K
$7.54M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-458- 8.43% |
$333K - $427K
|
4.98K
$4.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-460- 50.72% |
$335K - $429K
|
447
$393K
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-467- 0.57% |
$340K - $435K
|
80.8K
$71M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-469- 46.9% |
$341K - $437K
|
531
$466K
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-476- 21.27% |
$346K - $444K
|
1.76K
$1.55M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-476- 0.46% |
$346K - $444K
|
102K
$89.6M
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-479- 19.2% |
$348K - $446K
|
2.02K
$1.77M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-480- 9.11% |
$349K - $447K
|
4.79K
$4.21M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-483- 40.25% |
$351K - $450K
|
717
$630K
|
|
|
Jan 23, 2025
Q4 2024
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-495- 14.02% |
$360K - $461K
|
3.04K
$2.67M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-499- 2.56% |
$363K - $465K
|
19K
$16.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-500- 41.67% |
$364K - $466K
|
700
$615K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-500- 22.64% |
$364K - $466K
|
1.71K
$1.5M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-507- 20.41% |
$369K - $473K
|
1.98K
$1.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-508- 4.96% |
$369K - $473K
|
9.74K
$8.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-514- 67.1% |
$374K - $479K
|
252
$221K
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-519- 7.58% |
$377K - $484K
|
6.33K
$5.56M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-528- 12.15% |
$384K - $492K
|
3.82K
$3.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-530- 12.25% |
$385K - $494K
|
3.8K
$3.33M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-531- 7.83% |
$386K - $495K
|
6.25K
$5.49M
|
|
|
Feb 10, 2025
Q4 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-537- 13.53% |
$391K - $501K
|
3.43K
$3.02M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-538- 41.97% |
$391K - $501K
|
744
$653K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-539- 4.46% |
$392K - $502K
|
11.6K
$10.1M
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-547- 3.68% |
$398K - $510K
|
14.3K
$12.6M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-550- 4.79% |
$400K - $513K
|
10.9K
$9.59M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-590- 5.77% |
$429K - $550K
|
9.63K
$8.46M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-591- 12.96% |
$430K - $551K
|
3.97K
$3.49M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-599- 8.82% |
$436K - $558K
|
6.2K
$5.44M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-599- 56.89% |
$436K - $558K
|
454
$399K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-604- 34.26% |
$439K - $563K
|
1.16K
$1.02M
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-606- 35.29% |
$441K - $565K
|
1.11K
$976K
|
|
|
Jan 03, 2025
Q4 2024
|
Centre Asset Management, LLC
|
SELL
|
- |
-618- 8.25% |
$449K - $576K
|
6.88K
$6.04M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-655- 20.14% |
$476K - $610K
|
2.6K
$2.28M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-659- 7.58% |
$479K - $614K
|
8.03K
$7.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-677- 18.51% |
$492K - $631K
|
2.98K
$2.62M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-679- 1.89% |
$494K - $633K
|
35.3K
$31M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-685- 16.26% |
$498K - $638K
|
3.53K
$3.1M
|