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 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-10- 1.37% |
$7.27K - $9.32K
|
720
$637K
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-10- 1.82% |
$7.27K - $9.32K
|
540
$478K
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-10- 0.65% |
$7.27K - $9.32K
|
1.54K
$1.36M
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-10- 0.93% |
$7.27K - $9.32K
|
1.06K
$938K
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-10- 1.66% |
$7.27K - $9.32K
|
591
$523K
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-10- 0.6% |
$7.27K - $9.32K
|
1.65K
$1.46M
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-10- 2.71% |
$7.27K - $9.32K
|
359
$318K
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-10- 2.79% |
$7.27K - $9.32K
|
349
$309K
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-10- 0.75% |
$7.27K - $9.32K
|
1.32K
$1.17M
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-10- 1.29% |
$7.27K - $9.32K
|
764
$676K
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-10- 0.31% |
$7.27K - $9.32K
|
3.24K
$2.87M
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-10- 2.08% |
$7.27K - $9.32K
|
470
$416K
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-11- 2.99% |
$8K - $10.3K
|
357
$316K
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-11- 2.72% |
$8K - $10.3K
|
394
$349K
|
|
Jan 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-11- 0.3% |
$8K - $10.3K
|
3.65K
$3.23M
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-11- 0.24% |
$8K - $10.3K
|
4.53K
$4M
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-11- 1.57% |
$8K - $10.3K
|
691
$611K
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-11- 1.47% |
$8K - $10.3K
|
739
$654K
|
|
Feb 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-11- 1.11% |
$8K - $10.3K
|
976
$863K
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-11- 1.03% |
$8K - $10.3K
|
1.06K
$933K
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-12- 1.31% |
$8.73K - $11.2K
|
901
$797K
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-12- 1.29% |
$8.73K - $11.2K
|
921
$815K
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-12- 0.65% |
$8.73K - $11.2K
|
1.84K
$1.62M
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-12- 1.13% |
$8.73K - $11.2K
|
1.05K
$931K
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-12- 0.71% |
$8.73K - $11.2K
|
1.67K
$1.48M
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-12- 0.06% |
$8.73K - $11.2K
|
19.1K
$16.9M
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-12- 3.68% |
$8.73K - $11.2K
|
314
$278K
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-12- 1.07% |
$8.73K - $11.2K
|
1.11K
$984K
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-13- 1.62% |
$9.45K - $12.1K
|
789
$698K
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-13- 0.58% |
$9.45K - $12.1K
|
2.24K
$1.98M
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-13- 1.59% |
$9.45K - $12.1K
|
807
$714K
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-13- 1.49% |
$9.45K - $12.1K
|
858
$759K
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-13- 1.91% |
$9.45K - $12.1K
|
666
$589K
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-13- 1.67% |
$9.45K - $12.1K
|
765
$677K
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
SELL
|
- |
-14- 1.14% |
$10.2K - $13K
|
1.22K
$1.07M
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-14- 3.65% |
$10.2K - $13K
|
370
$327K
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-14- 0.33% |
$10.2K - $13K
|
4.21K
$3.72M
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-14- 19.72% |
$10.2K - $13K
|
57
$50.4K
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-14- 1.45% |
$10.2K - $13K
|
952
$842K
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-14- 0.55% |
$10.2K - $13K
|
2.53K
$2.24M
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
SELL
|
- |
-15- 1.63% |
$10.9K - $14K
|
907
$802K
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-15- 1.21% |
$10.9K - $14K
|
1.23K
$1.09M
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-15- 2.28% |
$10.9K - $14K
|
643
$569K
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-15- 1.97% |
$10.9K - $14K
|
748
$662K
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-15- 0.63% |
$10.9K - $14K
|
2.37K
$2.1M
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-15- 37.5% |
$10.9K - $14K
|
25
$22.1K
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-15- 4.87% |
$10.9K - $14K
|
293
$259K
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-16- 3.2% |
$11.6K - $14.9K
|
484
$428K
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-16- 1.54% |
$11.6K - $14.9K
|
1.02K
$905K
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-16- 2.62% |
$11.6K - $14.9K
|
594
$525K
|