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
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
1.38KNew |
$1.01M - $1.29M
|
1.38K
$1.12M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.38K+ 92.43% |
$1M - $1.29M
|
2.87K
$2.33M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
1.35K+ 20.47% |
$980K - $1.26M
|
7.93K
$6.43M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.34K+ 9.51% |
$977K - $1.25M
|
15.5K
$12.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.33K+ 38.15% |
$964K - $1.23M
|
4.8K
$3.89M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.32KNew |
$962K - $1.23M
|
1.32K
$1.07M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.31K+ 57.37% |
$951K - $1.22M
|
3.59K
$2.91M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.29K+ 5.12% |
$940K - $1.2M
|
26.5K
$21.5M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
1.28K+ 9.51% |
$932K - $1.19M
|
14.8K
$12M
|
|
|
Jan 24, 2025
Q4 2024
|
Avantra Family Wealth, Inc.
Mechanicsburg, PA |
BUY
|
- |
1.28KNew |
$931K - $1.19M
|
1.28K
$1.04M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.26K+ 16.67% |
$918K - $1.18M
|
8.83K
$7.17M
|
|
|
Jan 29, 2025
Q4 2024
|
International Private Wealth Advisors LLC
San Diego, CA |
BUY
|
- |
1.24KNew |
$902K - $1.16M
|
1.24K
$1.01M
|
|
|
Jan 24, 2025
Q4 2024
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
BUY
|
- |
1.23K+ 60.37% |
$897K - $1.15M
|
3.28K
$2.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
1.23K+ 9.85% |
$891K - $1.14M
|
13.7K
$11.1M
|
|
|
Jan 07, 2025
Q4 2024
|
One Wealth Capital Management, LLC
Scottsdale, AZ |
BUY
|
- |
1.22KNew |
$888K - $1.14M
|
1.22K
$990K
|
|
|
Jan 29, 2025
Q4 2024
|
Augustine Asset Management Inc
|
BUY
|
- |
1.22K+ 300.0% |
$888K - $1.14M
|
1.63K
$1.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.21K+ 2.85% |
$883K - $1.13M
|
43.8K
$35.5M
|
|
|
Jan 13, 2025
Q4 2024
|
Traveka Wealth, LLC
San Jose, CA |
BUY
|
- |
1.21K+ 44.89% |
$882K - $1.13M
|
3.92K
$3.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.21K+ 13.39% |
$877K - $1.12M
|
10.2K
$8.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Joel Adams & Associates, Inc.
Asheville, NC |
BUY
|
- |
1.2KNew |
$872K - $1.12M
|
1.2K
$972K
|
|
|
Jan 28, 2025
Q4 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
1.2K+ 24.76% |
$870K - $1.11M
|
6.03K
$4.89M
|
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.19K+ 16.43% |
$868K - $1.11M
|
8.46K
$6.86M
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Wealth Management, LLC
Sandy, UT |
BUY
|
- |
1.19K+ 25.48% |
$868K - $1.11M
|
5.88K
$4.77M
|
|
|
Jan 27, 2025
Q4 2024
|
Guidance Capital, Inc
Lousville, KY |
BUY
|
- |
1.19KNew |
$863K - $1.11M
|
1.19K
$963K
|
|
|
Jan 06, 2025
Q4 2024
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
1.17KNew |
$847K - $1.09M
|
1.17K
$945K
|
|
|
Jan 13, 2025
Q4 2024
|
Grandview Asset Management LLC
|
BUY
|
- |
1.16KNew |
$846K - $1.08M
|
1.16K
$943K
|
|
|
Jan 28, 2025
Q4 2024
|
Smart Wealth LLC
Omaha, NE |
BUY
|
- |
1.15K+ 223.64% |
$839K - $1.08M
|
1.67K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Cfc Planning CO LLC
Cicero, IN |
BUY
|
- |
1.15KNew |
$836K - $1.07M
|
1.15K
$932K
|
|
|
Jan 13, 2025
Q4 2024
|
Wedmont Private Capital
|
BUY
|
- |
1.15K+ 8.82% |
$834K - $1.07M
|
14.1K
$11.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
BUY
|
- |
1.14KNew |
$828K - $1.06M
|
1.14K
$923K
|
|
|
Jan 27, 2025
Q4 2024
|
Spirepoint Private Client, LLC
Vero Beach, FL |
BUY
|
- |
1.12K+ 7.96% |
$811K - $1.04M
|
15.1K
$12.3M
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1.1K+ 6.59% |
$801K - $1.03M
|
17.8K
$14.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.08K+ 0.64% |
$786K - $1.01M
|
169K
$137M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
1.08KNew |
$786K - $1.01M
|
1.08K
$877K
|
|
|
Jan 29, 2025
Q4 2024
|
Kentucky Trust CO
Danville, KY |
BUY
|
- |
1.08KNew |
$785K - $1.01M
|
1.08K
$876K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.08K+ 5.66% |
$782K - $1M
|
20.1K
$16.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.07KNew |
$777K - $995K
|
1.07K
$866K
|
|
|
Jan 07, 2025
Q4 2024
|
Innova Wealth Partners
|
BUY
|
- |
1.06KNew |
$773K - $991K
|
1.06K
$862K
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
1.06K+ 45.04% |
$769K - $986K
|
3.41K
$2.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Unique Wealth, LLC
Tampa, FL |
BUY
|
- |
1.05K+ 75.16% |
$766K - $981K
|
2.45K
$1.99M
|
|
|
Jan 21, 2025
Q4 2024
|
Narwhal Capital Management
|
BUY
|
- |
1.05K+ 4.92% |
$766K - $981K
|
22.5K
$18.2M
|
|
|
Jan 15, 2025
Q4 2024
|
Garrett Investment Advisors LLC
|
BUY
|
- |
1.04K+ 32.92% |
$756K - $969K
|
4.2K
$3.41M
|
|
|
Jan 30, 2025
Q4 2024
|
Highland Financial Advisors, LLC
|
BUY
|
- |
1.03KNew |
$746K - $956K
|
1.03K
$832K
|
|
|
Jan 15, 2025
Q4 2024
|
In Track Investment Management Inc
|
BUY
|
- |
1.01K+ 28.84% |
$735K - $942K
|
4.52K
$3.66M
|
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
BUY
|
- |
1.01K+ 8.65% |
$733K - $940K
|
12.7K
$10.3M
|
|
|
Jan 14, 2025
Q4 2024
|
Blue Path Capital Management, LLC
Atlanta, GA |
BUY
|
- |
999+ 171.94% |
$726K - $931K
|
1.58K
$1.28M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
989+ 7.23% |
$719K - $922K
|
14.7K
$11.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Bank Plus Wealth Management LLC
Jackson, MS |
BUY
|
- |
987New |
$718K - $920K
|
987
$801K
|
|
|
Jan 21, 2025
Q4 2024
|
Am Investment Strategies LLC
|
BUY
|
- |
950+ 256.06% |
$691K - $885K
|
1.32K
$1.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Centerline Wealth Advisors, LLC
Louisville, KY |
BUY
|
- |
947New |
$689K - $883K
|
947
$768K
|