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 27, 2025
Q4 2024
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
10+ 2.35% |
$7.27K - $9.32K
|
435
$331K
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
10+ 0.39% |
$7.27K - $9.32K
|
2.57K
$1.96M
|
|
|
Jan 29, 2025
Q4 2024
|
Sunburst Financial Group, LLC
|
BUY
|
- |
10+ 1.16% |
$7.27K - $9.32K
|
875
$666K
|
|
|
Feb 03, 2025
Q4 2024
|
Elwood & Goetz Wealth Advisory Group, LLC
Athens, GA |
BUY
|
- |
10+ 1.87% |
$7.27K - $9.32K
|
544
$414K
|
|
|
Feb 04, 2025
Q4 2024
|
J. W. Coons Advisors, LLC
|
BUY
|
- |
10+ 0.47% |
$7.27K - $9.32K
|
2.12K
$1.61M
|
|
|
Feb 06, 2025
Q4 2024
|
Detalus Advisors, LLC
|
BUY
|
- |
10+ 1.25% |
$7.27K - $9.32K
|
808
$615K
|
|
|
Feb 10, 2025
Q4 2024
|
Alpine Woods Capital Investors, LLC
|
BUY
|
- |
10+ 1.29% |
$7.27K - $9.32K
|
783
$596K
|
|
|
Feb 10, 2025
Q4 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
10+ 2.11% |
$7.27K - $9.32K
|
485
$369K
|
|
|
Feb 11, 2025
Q4 2024
|
Von Borstel & Associates, Inc.
The Dalles, OR |
BUY
|
- |
10+ 1.05% |
$7.27K - $9.32K
|
959
$730K
|
|
|
Feb 13, 2025
Q4 2024
|
Lafayette Investments, Inc.
|
BUY
|
- |
10+ 3.85% |
$7.27K - $9.32K
|
270
$206K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
10New |
$7.27K - $9.32K
|
10
$7.62K
|
|
|
Feb 14, 2025
Q4 2024
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
BUY
|
- |
10+ 0.62% |
$7.27K - $9.32K
|
1.63K
$1.24M
|
|
|
Jan 14, 2025
Q4 2024
|
Dixon Mitchell Investment Counsel Inc.
Vancouver, A1 |
BUY
|
- |
9New |
$6.54K - $8.39K
|
9
$6.85K
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
9+ 2.86% |
$6.54K - $8.39K
|
324
$247K
|
|
|
Jan 24, 2025
Q4 2024
|
Osborne Partners Capital Management, LLC
|
BUY
|
- |
9+ 0.28% |
$6.54K - $8.39K
|
3.27K
$2.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Belvedere Trading LLC
|
BUY
|
- |
9New |
$6.54K - $8.39K
|
9
$6.85K
|
|
|
Feb 04, 2025
Q4 2024
|
Gen Trust, LLC
|
BUY
|
- |
9+ 1.06% |
$6.54K - $8.39K
|
861
$656K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
9+ 0.0% |
$6.54K - $8.39K
|
326K
$248M
|
|
|
Feb 10, 2025
Q4 2024
|
Edgemoor Investment Advisors, Inc.
|
BUY
|
- |
9+ 0.74% |
$6.54K - $8.39K
|
1.22K
$931K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
9+ 0.8% |
$6.54K - $8.39K
|
1.13K
$859K
|
|
|
Feb 13, 2025
Q4 2024
|
True Private Wealth Advisors
|
BUY
|
- |
9+ 0.13% |
$6.54K - $8.39K
|
6.84K
$5.21M
|
|
|
May 16, 2025
Q4 2024
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
BUY
|
- |
9+ 1.21% |
$6.54K - $8.39K
|
751
$572K
|
|
|
Jan 15, 2025
Q4 2024
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
8+ 3.64% |
$5.82K - $7.46K
|
228
$174K
|
|
|
Jan 24, 2025
Q4 2024
|
Deroy & Devereaux Private Investment Counsel Inc
|
BUY
|
- |
8+ 0.31% |
$5.82K - $7.46K
|
2.62K
$1.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
8+ 2.94% |
$5.82K - $7.46K
|
280
$213K
|
|
|
Jan 27, 2025
Q4 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
8+ 0.21% |
$5.82K - $7.46K
|
3.89K
$2.96M
|
|
|
Jan 31, 2025
Q4 2024
|
Longview Financial Advisors, Inc.
Huntsville, AL |
BUY
|
- |
8+ 0.5% |
$5.82K - $7.46K
|
1.61K
$1.22M
|
|
|
Feb 03, 2025
Q4 2024
|
Physicians Financial Services, Inc.
Raleigh, NC |
BUY
|
- |
8+ 0.26% |
$5.82K - $7.46K
|
3.04K
$2.31M
|
|
|
Feb 11, 2025
Q4 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
8+ 0.3% |
$5.82K - $7.46K
|
2.67K
$2.03M
|
|
|
Feb 12, 2025
Q4 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
8+ 2.77% |
$5.82K - $7.46K
|
297
$226K
|
|
|
Feb 14, 2025
Q4 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
8+ 0.39% |
$5.82K - $7.46K
|
2.06K
$1.57M
|
|
|
Jan 06, 2025
Q4 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
7+ 2.29% |
$5.09K - $6.52K
|
313
$238K
|
|
|
Jan 07, 2025
Q4 2024
|
Rise Advisors, LLC
|
BUY
|
- |
7+ 1.07% |
$5.09K - $6.52K
|
660
$503K
|
|
|
Jan 21, 2025
Q4 2024
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
7+ 3.11% |
$5.09K - $6.52K
|
232
$177K
|
|
|
Jan 21, 2025
Q4 2024
|
Marshall Financial Group LLC
|
BUY
|
- |
7+ 0.17% |
$5.09K - $6.52K
|
4.17K
$3.18M
|
|
|
Jan 31, 2025
Q4 2024
|
Vawter Financial, Ltd.
Columbus, OH |
BUY
|
- |
7+ 0.38% |
$5.09K - $6.52K
|
1.87K
$1.42M
|
|
|
Feb 03, 2025
Q4 2024
|
One Day In July LLC
|
BUY
|
- |
7+ 1.7% |
$5.09K - $6.52K
|
419
$319K
|
|
|
Feb 03, 2025
Q4 2024
|
Carl P. Sherr & Co., LLC
|
BUY
|
- |
7+ 0.13% |
$5.09K - $6.52K
|
5.53K
$4.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Wood Trust Financial Corp
|
BUY
|
- |
7+ 0.36% |
$5.09K - $6.52K
|
1.94K
$1.48M
|
|
|
Feb 10, 2025
Q4 2024
|
Thompson Siegel & Walmsley LLC
|
BUY
|
- |
7+ 0.27% |
$5.09K - $6.52K
|
2.56K
$1.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
7New |
$5.09K - $6.52K
|
7
$5.33K
|
|
|
Feb 13, 2025
Q4 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
7New |
$5.09K - $6.52K
|
7
$5.33K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni 360 Wealth, Inc.
Plainsboro, NJ |
BUY
|
- |
7+ 1.89% |
$5.09K - $6.52K
|
377
$287K
|
|
|
Jan 10, 2025
Q4 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
6New |
$4.36K - $5.59K
|
6
$4.57K
|
|
|
Jan 14, 2025
Q4 2024
|
First Community Trust Na
|
BUY
|
- |
6+ 2.33% |
$4.36K - $5.59K
|
263
$200K
|
|
|
Jan 16, 2025
Q4 2024
|
Central Bank & Trust CO
|
BUY
|
- |
6+ 0.27% |
$4.36K - $5.59K
|
2.26K
$1.72M
|
|
|
Jan 23, 2025
Q4 2024
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
6+ 0.85% |
$4.36K - $5.59K
|
709
$540K
|
|
|
Jan 27, 2025
Q4 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
6+ 1.34% |
$4.36K - $5.59K
|
454
$346K
|
|
|
Jan 29, 2025
Q4 2024
|
Warther Private Wealth, LLC
Akron, OH |
BUY
|
- |
6+ 0.19% |
$4.36K - $5.59K
|
3.09K
$2.35M
|
|
|
Feb 06, 2025
Q4 2024
|
Planning Alternatives LTD
|
BUY
|
- |
6+ 1.07% |
$4.36K - $5.59K
|
565
$430K
|