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 30, 2025
Q4 2024
|
De Dora Capital, Inc.
|
SELL
|
- |
-6- 0.24% |
$4.36K - $5.59K
|
2.5K
$1.9M
|
|
|
Feb 05, 2025
Q4 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-6- 15.38% |
$4.36K - $5.59K
|
33
$25.1K
|
|
|
Feb 12, 2025
Q4 2024
|
Mv Capital Management, Inc.
|
SELL
|
- |
-6- 0.26% |
$4.36K - $5.59K
|
2.29K
$1.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Romano Brothers And Company
Evanston, IL |
SELL
|
- |
-7- 0.13% |
$5.09K - $6.52K
|
5.52K
$4.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-7- 0.24% |
$5.09K - $6.52K
|
2.93K
$2.23M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
SELL
|
- |
-7- 0.97% |
$5.09K - $6.52K
|
715
$544K
|
|
|
Jan 29, 2025
Q4 2024
|
Cornerstone Planning Group LLC
Fairfield, NJ |
SELL
|
- |
-7- 6.14% |
$5.09K - $6.52K
|
107
$81.5K
|
|
|
Feb 03, 2025
Q4 2024
|
Parcion Private Wealth LLC
Bellevue, WA |
SELL
|
- |
-7- 0.6% |
$5.09K - $6.52K
|
1.17K
$889K
|
|
|
Feb 04, 2025
Q4 2024
|
Sterling Investment Advisors, Ltd.
|
SELL
|
- |
-7- 0.76% |
$5.09K - $6.52K
|
918
$699K
|
|
|
Feb 04, 2025
Q4 2024
|
Exchange Capital Management, Inc.
|
SELL
|
- |
-7- 0.36% |
$5.09K - $6.52K
|
1.95K
$1.49M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-7- 1.29% |
$5.09K - $6.52K
|
537
$409K
|
|
|
Feb 11, 2025
Q4 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
SELL
|
- |
-7- 2.82% |
$5.09K - $6.52K
|
241
$184K
|
|
|
Feb 12, 2025
Q4 2024
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-7- 0.18% |
$5.09K - $6.52K
|
3.93K
$2.99M
|
|
|
Apr 14, 2025
Q4 2024
|
Portside Wealth Group, LLC
Provo, UT |
SELL
|
- |
-7- 0.1% |
$5.09K - $6.52K
|
6.86K
$5.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-8- 0.61% |
$5.82K - $7.46K
|
1.31K
$998K
|
|
|
Jan 13, 2025
Q4 2024
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-8- 0.92% |
$5.82K - $7.46K
|
858
$653K
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-8- 0.04% |
$5.82K - $7.46K
|
21.2K
$16.1M
|
|
|
Jan 16, 2025
Q4 2024
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-8- 0.97% |
$5.82K - $7.46K
|
819
$624K
|
|
|
Jan 23, 2025
Q4 2024
|
Heritage Financial Services, LLC
|
SELL
|
- |
-8- 0.44% |
$5.82K - $7.46K
|
1.82K
$1.39M
|
|
|
Jan 29, 2025
Q4 2024
|
Papp L Roy & Associates
|
SELL
|
- |
-8- 0.36% |
$5.82K - $7.46K
|
2.21K
$1.68M
|
|
|
Jan 30, 2025
Q4 2024
|
Newman Dignan & Sheerar, Inc.
|
SELL
|
- |
-8- 0.6% |
$5.82K - $7.46K
|
1.32K
$1M
|
|
|
Feb 07, 2025
Q4 2024
|
Rebalance, LLC
Palo Alto, CA |
SELL
|
- |
-8- 1.34% |
$5.82K - $7.46K
|
587
$447K
|
|
|
Feb 11, 2025
Q4 2024
|
Viawealth, LLC
Overland Park, KS |
SELL
|
- |
-8- 1.5% |
$5.82K - $7.46K
|
526
$401K
|
|
|
Feb 11, 2025
Q4 2024
|
Mindset Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-8- 0.66% |
$5.82K - $7.46K
|
1.2K
$917K
|
|
|
Feb 11, 2025
Q4 2024
|
Paces Ferry Wealth Advisors, LLC
|
SELL
|
- |
-8- 1.91% |
$5.82K - $7.46K
|
411
$313K
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-9- 0.05% |
$6.54K - $8.39K
|
18.5K
$14.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Legacy Wealth Management, Inc
|
SELL
|
- |
-9- 2.41% |
$6.54K - $8.39K
|
365
$278K
|
|
|
Jan 27, 2025
Q4 2024
|
Jackson, Grant Investment Advisers, Inc.
|
SELL
|
- |
-9- 0.32% |
$6.54K - $8.39K
|
2.79K
$2.12M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-9- 0.7% |
$6.54K - $8.39K
|
1.28K
$977K
|
|
|
Feb 05, 2025
Q4 2024
|
Ergawealth Advisors, Inc.
Oak Brook, IL |
SELL
|
- |
-9- 1.43% |
$6.54K - $8.39K
|
620
$472K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-9- 0.09% |
$6.54K - $8.39K
|
9.58K
$7.29M
|
|
|
Feb 07, 2025
Q4 2024
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-9- 2.78% |
$6.54K - $8.39K
|
315
$240K
|
|
|
Feb 10, 2025
Q4 2024
|
Hutchinson Capital Management
San Rafael, CA |
SELL
|
- |
-9- 1.89% |
$6.54K - $8.39K
|
468
$356K
|
|
|
Feb 11, 2025
Q4 2024
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
SELL
|
- |
-9- 1.79% |
$6.54K - $8.39K
|
495
$377K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-9- 37.5% |
$6.54K - $8.39K
|
15
$11.4K
|
|
|
Jan 14, 2025
Q4 2024
|
Orser Capital Management, LLC
|
SELL
|
- |
-10- 0.47% |
$7.27K - $9.32K
|
2.13K
$1.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Lakewood Asset Management LLC
Naperville, IL |
SELL
|
- |
-10- 1.37% |
$7.27K - $9.32K
|
720
$548K
|
|
|
Jan 23, 2025
Q4 2024
|
Baron Wealth Management LLC
Troy, MI |
SELL
|
- |
-10- 1.82% |
$7.27K - $9.32K
|
540
$411K
|
|
|
Jan 29, 2025
Q4 2024
|
Valley Brook Capital Group, Inc.
Venetia, PA |
SELL
|
- |
-10- 0.65% |
$7.27K - $9.32K
|
1.54K
$1.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Mcrae Capital Management Inc
|
SELL
|
- |
-10- 0.93% |
$7.27K - $9.32K
|
1.06K
$808K
|
|
|
Jan 30, 2025
Q4 2024
|
Farmers & Merchants Trust CO Of Chambersburg Pa
|
SELL
|
- |
-10- 1.66% |
$7.27K - $9.32K
|
591
$450K
|
|
|
Jan 30, 2025
Q4 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-10- 0.6% |
$7.27K - $9.32K
|
1.65K
$1.25M
|
|
|
Jan 31, 2025
Q4 2024
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-10- 2.71% |
$7.27K - $9.32K
|
359
$273K
|
|
|
Feb 03, 2025
Q4 2024
|
Life Steps Financial, Inc.
|
SELL
|
- |
-10- 2.79% |
$7.27K - $9.32K
|
349
$266K
|
|
|
Feb 04, 2025
Q4 2024
|
Summit Asset Management, LLC
Memphis, TN |
SELL
|
- |
-10- 0.75% |
$7.27K - $9.32K
|
1.32K
$1M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-10- 1.29% |
$7.27K - $9.32K
|
764
$582K
|
|
|
Feb 07, 2025
Q4 2024
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
SELL
|
- |
-10- 0.31% |
$7.27K - $9.32K
|
3.24K
$2.47M
|
|
|
Feb 14, 2025
Q4 2024
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
SELL
|
- |
-10- 2.08% |
$7.27K - $9.32K
|
470
$358K
|
|
|
Jan 06, 2025
Q4 2024
|
Burkett Financial Services, LLC
Rock Hill, SC |
SELL
|
- |
-11- 2.99% |
$8K - $10.3K
|
357
$272K
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
SELL
|
- |
-11- 2.72% |
$8K - $10.3K
|
394
$300K
|