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 21, 2025
Q4 2024
|
Carr Financial Group Corp
Worcester, MA |
SELL
|
- |
-11- 0.3% |
$8K - $10.3K
|
3.65K
$2.78M
|
|
|
Jan 27, 2025
Q4 2024
|
Ledyard National Bank
|
SELL
|
- |
-11- 0.24% |
$8K - $10.3K
|
4.53K
$3.45M
|
|
|
Jan 28, 2025
Q4 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-11- 1.57% |
$8K - $10.3K
|
691
$526K
|
|
|
Feb 10, 2025
Q4 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-11- 1.47% |
$8K - $10.3K
|
739
$563K
|
|
|
Feb 13, 2025
Q4 2024
|
Zuckerman Investment Group, LLC
Chicago, IL |
SELL
|
- |
-11- 1.11% |
$8K - $10.3K
|
976
$743K
|
|
|
Feb 13, 2025
Q4 2024
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-11- 1.03% |
$8K - $10.3K
|
1.06K
$803K
|
|
|
Jan 21, 2025
Q4 2024
|
Patton Albertson Miller Group, LLC
|
SELL
|
- |
-12- 1.31% |
$8.73K - $11.2K
|
901
$686K
|
|
|
Jan 22, 2025
Q4 2024
|
Acorn Creek Capital LLC
Fort Collins, CO |
SELL
|
- |
-12- 1.29% |
$8.73K - $11.2K
|
921
$701K
|
|
|
Jan 27, 2025
Q4 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-12- 0.65% |
$8.73K - $11.2K
|
1.84K
$1.4M
|
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-12- 1.13% |
$8.73K - $11.2K
|
1.05K
$802K
|
|
|
Jan 29, 2025
Q4 2024
|
Jmac Enterprises LLC
|
SELL
|
- |
-12- 0.71% |
$8.73K - $11.2K
|
1.67K
$1.27M
|
|
|
Feb 11, 2025
Q4 2024
|
Palisade Asset Management, LLC
|
SELL
|
- |
-12- 0.06% |
$8.73K - $11.2K
|
19.1K
$14.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Goepper Burkhardt LLC
|
SELL
|
- |
-12- 3.68% |
$8.73K - $11.2K
|
314
$239K
|
|
|
Feb 13, 2025
Q4 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
SELL
|
- |
-12- 1.07% |
$8.73K - $11.2K
|
1.11K
$847K
|
|
|
Jan 13, 2025
Q4 2024
|
Hart & Patterson Financial Group LLC
Amherst, MA |
SELL
|
- |
-13- 1.62% |
$9.45K - $12.1K
|
789
$601K
|
|
|
Jan 14, 2025
Q4 2024
|
West Coast Financial LLC
|
SELL
|
- |
-13- 0.58% |
$9.45K - $12.1K
|
2.24K
$1.71M
|
|
|
Jan 22, 2025
Q4 2024
|
Twelve Points Wealth Management LLC
|
SELL
|
- |
-13- 1.59% |
$9.45K - $12.1K
|
807
$615K
|
|
|
Jan 27, 2025
Q4 2024
|
Benchmark Financial Wealth Advisors, LLC
|
SELL
|
- |
-13- 1.49% |
$9.45K - $12.1K
|
858
$653K
|
|
|
Feb 05, 2025
Q4 2024
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-13- 1.91% |
$9.45K - $12.1K
|
666
$507K
|
|
|
Feb 14, 2025
Q4 2024
|
Hill Investment Group Partners, LLC
St. Louis, MO |
SELL
|
- |
-13- 1.67% |
$9.45K - $12.1K
|
765
$583K
|
|
|
Jan 29, 2025
Q4 2024
|
Ocean Capital Management, LLC
|
SELL
|
- |
-14- 1.14% |
$10.2K - $13K
|
1.22K
$925K
|
|
|
Jan 30, 2025
Q4 2024
|
Hoge Financial Services, LLC
Canonsburg, PA |
SELL
|
- |
-14- 3.65% |
$10.2K - $13K
|
370
$282K
|
|
|
Feb 03, 2025
Q4 2024
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-14- 0.33% |
$10.2K - $13K
|
4.21K
$3.21M
|
|
|
Feb 03, 2025
Q4 2024
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-14- 19.72% |
$10.2K - $13K
|
57
$43.4K
|
|
|
Feb 04, 2025
Q4 2024
|
Addison Advisors LLC
|
SELL
|
- |
-14- 1.45% |
$10.2K - $13K
|
952
$725K
|
|
|
Feb 18, 2025
Q4 2024
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-14- 0.55% |
$10.2K - $13K
|
2.53K
$1.93M
|
|
|
Jan 14, 2025
Q4 2024
|
Mason & Associates Inc
|
SELL
|
- |
-15- 1.63% |
$10.9K - $14K
|
907
$691K
|
|
|
Jan 15, 2025
Q4 2024
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
SELL
|
- |
-15- 1.21% |
$10.9K - $14K
|
1.23K
$934K
|
|
|
Jan 31, 2025
Q4 2024
|
Strata Wealth Advisors, LLC
Dallas, TX |
SELL
|
- |
-15- 2.28% |
$10.9K - $14K
|
643
$490K
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-15- 1.97% |
$10.9K - $14K
|
748
$570K
|
|
|
Feb 06, 2025
Q4 2024
|
Townsend Asset Management Corp
|
SELL
|
- |
-15- 0.63% |
$10.9K - $14K
|
2.37K
$1.81M
|
|
|
Feb 10, 2025
Q4 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-15- 37.5% |
$10.9K - $14K
|
25
$19K
|
|
|
Feb 13, 2025
Q4 2024
|
Balanced Rock Investment Advisor
Roslindale, MA |
SELL
|
- |
-15- 4.87% |
$10.9K - $14K
|
293
$223K
|
|
|
Jan 14, 2025
Q4 2024
|
Websterrogers Financial Advisors, LLC
|
SELL
|
- |
-16- 3.2% |
$11.6K - $14.9K
|
484
$369K
|
|
|
Jan 15, 2025
Q4 2024
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-16- 1.54% |
$11.6K - $14.9K
|
1.02K
$779K
|
|
|
Jan 23, 2025
Q4 2024
|
Franklin, Parlapiano, Turner & Welch, LLC
|
SELL
|
- |
-16- 2.62% |
$11.6K - $14.9K
|
594
$452K
|
|
|
Feb 03, 2025
Q4 2024
|
Bank Of Stockton
|
SELL
|
- |
-16- 3.25% |
$11.6K - $14.9K
|
477
$363K
|
|
|
Feb 04, 2025
Q4 2024
|
Ndwm LLC
La Jolla, CA |
SELL
|
- |
-16- 5.59% |
$11.6K - $14.9K
|
270
$206K
|
|
|
Feb 05, 2025
Q4 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-16- 0.8% |
$11.6K - $14.9K
|
1.98K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Endowment Wealth Management, Inc.
Appleton, WI |
SELL
|
- |
-16- 3.35% |
$11.6K - $14.9K
|
462
$352K
|
|
|
Feb 10, 2025
Q4 2024
|
Tillman Hartley LLC
Orlando, FL |
SELL
|
- |
-16- 2.59% |
$11.6K - $14.9K
|
602
$458K
|
|
|
Feb 18, 2025
Q4 2024
|
American Trust
Lexington, KY |
SELL
|
- |
-16- 0.61% |
$11.6K - $14.9K
|
2.59K
$1.97M
|
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-17- 0.66% |
$12.4K - $15.8K
|
2.56K
$1.95M
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-17- 0.4% |
$12.4K - $15.8K
|
4.26K
$3.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Lockerman Financial Group, Inc.
|
SELL
|
- |
-17- 2.67% |
$12.4K - $15.8K
|
619
$471K
|
|
|
Jan 22, 2025
Q4 2024
|
Waypoint Wealth Counsel
Atlanta, GA |
SELL
|
- |
-17- 2.62% |
$12.4K - $15.8K
|
631
$481K
|
|
|
Jan 22, 2025
Q4 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-17- 2.81% |
$12.4K - $15.8K
|
588
$448K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-17- 0.15% |
$12.4K - $15.8K
|
11.5K
$8.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Nbw Capital LLC
|
SELL
|
- |
-17- 2.23% |
$12.4K - $15.8K
|
744
$567K
|
|
|
Jan 14, 2025
Q4 2024
|
Signal Point Asset Management, LLC
|
SELL
|
- |
-18- 1.2% |
$13.1K - $16.8K
|
1.48K
$1.13M
|