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 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
6+ 1.38% |
$4.36K - $5.59K
|
440
$335K
|
|
Feb 11, 2025
Q4 2024
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
6+ 0.9% |
$4.36K - $5.59K
|
672
$512K
|
|
Feb 12, 2025
Q4 2024
|
Riverwater Partners LLC
|
BUY
|
- |
6+ 0.56% |
$4.36K - $5.59K
|
1.07K
$813K
|
|
Feb 13, 2025
Q4 2024
|
Alexis Investment Partners, LLC
Montgomery, TX |
BUY
|
- |
6New |
$4.36K - $5.59K
|
6
$4.57K
|
|
Feb 14, 2025
Q4 2024
|
Wealth Collab, LLC
Bellevue, WA |
BUY
|
- |
6+ 5.26% |
$4.36K - $5.59K
|
120
$91.4K
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
6+ 0.19% |
$4.36K - $5.59K
|
3.19K
$2.43M
|
|
Jan 03, 2025
Q4 2024
|
First Citizens Financial Corp
|
BUY
|
- |
5+ 0.14% |
$3.64K - $4.66K
|
3.61K
$2.75M
|
|
Jan 10, 2025
Q4 2024
|
Atlas Brown,Inc.
|
BUY
|
- |
5+ 0.26% |
$3.64K - $4.66K
|
1.9K
$1.45M
|
|
Jan 13, 2025
Q4 2024
|
Greenfield Savings Bank
|
BUY
|
- |
5+ 0.6% |
$3.64K - $4.66K
|
845
$643K
|
|
Jan 14, 2025
Q4 2024
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
5+ 6.1% |
$3.64K - $4.66K
|
87
$66.3K
|
|
Jan 15, 2025
Q4 2024
|
Veery Capital, LLC
|
BUY
|
- |
5+ 1.55% |
$3.64K - $4.66K
|
328
$250K
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
5+ 0.78% |
$3.64K - $4.66K
|
643
$490K
|
|
Jan 23, 2025
Q4 2024
|
Granite Harbor Advisors, Inc.
Houston, TX |
BUY
|
- |
5+ 0.4% |
$3.64K - $4.66K
|
1.24K
$945K
|
|
Jan 24, 2025
Q4 2024
|
Riverstone Advisors, LLC
|
BUY
|
- |
5+ 0.37% |
$3.64K - $4.66K
|
1.36K
$1.03M
|
|
Jan 27, 2025
Q4 2024
|
Foguth Wealth Management, Llc.
Brighton, MI |
BUY
|
- |
5+ 0.95% |
$3.64K - $4.66K
|
533
$406K
|
|
Jan 30, 2025
Q4 2024
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
5+ 0.77% |
$3.64K - $4.66K
|
658
$501K
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
5+ 0.57% |
$3.64K - $4.66K
|
888
$676K
|
|
Jan 31, 2025
Q4 2024
|
Silver Oak Wealth Management LLC
Edina, MN |
BUY
|
- |
5+ 0.8% |
$3.64K - $4.66K
|
632
$481K
|
|
Feb 03, 2025
Q4 2024
|
Bell Bank
|
BUY
|
- |
5+ 0.34% |
$3.64K - $4.66K
|
1.5K
$1.14M
|
|
Feb 04, 2025
Q4 2024
|
Gibraltar Capital Management, Inc.
|
BUY
|
- |
5+ 0.81% |
$3.64K - $4.66K
|
626
$477K
|
|
Feb 05, 2025
Q4 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
5+ 0.19% |
$3.64K - $4.66K
|
2.63K
$2M
|
|
Feb 05, 2025
Q4 2024
|
Silphium Asset Management LTD
London, X0 |
BUY
|
- |
5+ 0.11% |
$3.64K - $4.66K
|
4.4K
$3.35M
|
|
Feb 06, 2025
Q4 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
5+ 1.08% |
$3.64K - $4.66K
|
468
$356K
|
|
Feb 10, 2025
Q4 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
5+ 2.99% |
$3.64K - $4.66K
|
172
$131K
|
|
Feb 10, 2025
Q4 2024
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
5+ 0.14% |
$3.64K - $4.66K
|
3.48K
$2.65M
|
|
Feb 10, 2025
Q4 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
5+ 10.0% |
$3.64K - $4.66K
|
55
$41.9K
|
|
Feb 10, 2025
Q4 2024
|
Patten & Patten Inc
|
BUY
|
- |
5+ 0.03% |
$3.64K - $4.66K
|
16.3K
$12.4M
|
|
Feb 10, 2025
Q4 2024
|
Centurion Wealth Management LLC
Mclean, VA |
BUY
|
- |
5+ 0.51% |
$3.64K - $4.66K
|
980
$746K
|
|
Feb 14, 2025
Q4 2024
|
High Falls Advisors, Inc
Rochester, NY |
BUY
|
- |
5+ 0.89% |
$3.64K - $4.66K
|
565
$430K
|
|
Feb 20, 2025
Q4 2024
|
Ball & CO Wealth Management Inc.
Franklin, TN |
BUY
|
- |
5New |
$3.64K - $4.66K
|
5
$3.81K
|
|
Jan 07, 2025
Q4 2024
|
Sterneck Capital Management, LLC
Kansas City, MO |
BUY
|
- |
4+ 1.28% |
$2.91K - $3.73K
|
316
$241K
|
|
Jan 15, 2025
Q4 2024
|
Client First Investment Management LLC
West Bend, WI |
BUY
|
- |
4+ 0.16% |
$2.91K - $3.73K
|
2.46K
$1.87M
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
4New |
$2.91K - $3.73K
|
4
$3.05K
|
|
Jan 17, 2025
Q4 2024
|
Phoenix Wealth Advisors
|
BUY
|
- |
4+ 0.92% |
$2.91K - $3.73K
|
440
$335K
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
4+ 6.06% |
$2.91K - $3.73K
|
70
$53.3K
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
4+ 0.2% |
$2.91K - $3.73K
|
2.04K
$1.55M
|
|
Jan 23, 2025
Q4 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
4+ 0.41% |
$2.91K - $3.73K
|
979
$746K
|
|
Jan 28, 2025
Q4 2024
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
4+ 0.19% |
$2.91K - $3.73K
|
2.11K
$1.6M
|
|
Jan 30, 2025
Q4 2024
|
Blue Zone Wealth Advisors, LLC
|
BUY
|
- |
4+ 1.46% |
$2.91K - $3.73K
|
278
$212K
|
|
Jan 31, 2025
Q4 2024
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
4+ 2.31% |
$2.91K - $3.73K
|
177
$135K
|
|
Feb 03, 2025
Q4 2024
|
Element Wealth, LLC
|
BUY
|
- |
4+ 0.84% |
$2.91K - $3.73K
|
479
$365K
|
|
Feb 06, 2025
Q4 2024
|
Mayport, LLC
|
BUY
|
- |
4+ 0.66% |
$2.91K - $3.73K
|
613
$467K
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
4+ 0.14% |
$2.91K - $3.73K
|
2.82K
$2.15M
|
|
Feb 11, 2025
Q4 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
4New |
$2.91K - $3.73K
|
4
$3.05K
|
|
Feb 12, 2025
Q4 2024
|
Slagle Financial, LLC
Edwardsville, IL |
BUY
|
- |
4+ 1.06% |
$2.91K - $3.73K
|
381
$290K
|
|
Feb 12, 2025
Q4 2024
|
Portland Global Advisors LLC
|
BUY
|
- |
4+ 0.55% |
$2.91K - $3.73K
|
732
$557K
|
|
Feb 13, 2025
Q4 2024
|
Canopy Partners, LLC
Terrace Park, OH |
BUY
|
- |
4+ 0.37% |
$2.91K - $3.73K
|
1.09K
$831K
|
|
Feb 14, 2025
Q4 2024
|
Aspen Grove Capital, LLC
Avon, CO |
BUY
|
- |
4+ 0.1% |
$2.91K - $3.73K
|
3.98K
$3.03M
|
|
Jan 13, 2025
Q4 2024
|
Consilio Wealth Advisors, LLC
|
BUY
|
- |
3+ 0.36% |
$2.18K - $2.8K
|
839
$639K
|
|
Jan 15, 2025
Q4 2024
|
Cherrydale Wealth Management, LLC
|
BUY
|
- |
3+ 0.41% |
$2.18K - $2.8K
|
741
$564K
|