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
|
Ullmann Wealth Partners Group, LLC
|
SELL
|
- |
-18- 3.58% |
$13.1K - $16.8K
|
485
$369K
|
|
|
Jan 27, 2025
Q4 2024
|
Private Wealth Management Group, LLC
Princeton, NJ |
SELL
|
- |
-18- 11.76% |
$13.1K - $16.8K
|
135
$103K
|
|
|
Feb 05, 2025
Q4 2024
|
Schulhoff & CO Inc
|
SELL
|
- |
-18- 0.37% |
$13.1K - $16.8K
|
4.84K
$3.69M
|
|
|
Feb 06, 2025
Q4 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-18- 5.1% |
$13.1K - $16.8K
|
335
$255K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-18- 3.84% |
$13.1K - $16.8K
|
451
$343K
|
|
|
Jan 14, 2025
Q4 2024
|
West Financial Advisors, LLC
|
SELL
|
- |
-19- 29.23% |
$13.8K - $17.7K
|
46
$35K
|
|
|
Jan 17, 2025
Q4 2024
|
Goldstein Advisors, LLC
Madison, WI |
SELL
|
- |
-19- 2.94% |
$13.8K - $17.7K
|
627
$477K
|
|
|
Jan 21, 2025
Q4 2024
|
Firethorn Wealth Partners, LLC
|
SELL
|
- |
-19- 2.17% |
$13.8K - $17.7K
|
857
$653K
|
|
|
Jan 22, 2025
Q4 2024
|
Legacy Bridge, LLC
|
SELL
|
- |
-19- 0.56% |
$13.8K - $17.7K
|
3.39K
$2.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Powers Advisory Group, LLC
|
SELL
|
- |
-19- 0.8% |
$13.8K - $17.7K
|
2.35K
$1.79M
|
|
|
Jan 23, 2025
Q4 2024
|
Kennebec Savings Bank
Augusta, ME |
SELL
|
- |
-19- 8.68% |
$13.8K - $17.7K
|
200
$152K
|
|
|
Jan 23, 2025
Q4 2024
|
Custom Index Systems, LLC
New York, NY |
SELL
|
- |
-19- 6.42% |
$13.8K - $17.7K
|
277
$211K
|
|
|
Jan 30, 2025
Q4 2024
|
Little House Capital LLC
Braintree, MA |
SELL
|
- |
-19- 0.52% |
$13.8K - $17.7K
|
3.63K
$2.76M
|
|
|
Feb 11, 2025
Q4 2024
|
Hardin Capital Partners, LLC
Greenville, SC |
SELL
|
- |
-19- 1.47% |
$13.8K - $17.7K
|
1.27K
$967K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-20- 0.19% |
$14.5K - $18.6K
|
10.6K
$8.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-20- 0.41% |
$14.5K - $18.6K
|
4.81K
$3.66M
|
|
|
Jan 17, 2025
Q4 2024
|
New Harbor Financial Group, LLC
Leominster, MA |
SELL
|
- |
-20- 6.25% |
$14.5K - $18.6K
|
300
$228K
|
|
|
Jan 21, 2025
Q4 2024
|
Cedar Mountain Advisors, LLC
|
SELL
|
- |
-20- 43.48% |
$14.5K - $18.6K
|
26
$19.8K
|
|
|
Jan 22, 2025
Q4 2024
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-20- 2.62% |
$14.5K - $18.6K
|
742
$565K
|
|
|
Jan 24, 2025
Q4 2024
|
Sutton Place Investors LLC
Katonah, NY |
SELL
|
- |
-20- 0.88% |
$14.5K - $18.6K
|
2.25K
$1.72M
|
|
|
Jan 30, 2025
Q4 2024
|
Wedgewood Investors Inc
|
SELL
|
- |
-20- 2.12% |
$14.5K - $18.6K
|
922
$702K
|
|
|
Jan 30, 2025
Q4 2024
|
J.P. Marvel Investment Advisors, LLC
|
SELL
|
- |
-20- 0.04% |
$14.5K - $18.6K
|
56K
$42.6M
|
|
|
Jan 31, 2025
Q4 2024
|
Northcape Wealth Management, LLC
Williamsville, NY |
SELL
|
- |
-20- 0.33% |
$14.5K - $18.6K
|
6.09K
$4.64M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-20- 0.12% |
$14.5K - $18.6K
|
16.3K
$12.4M
|
|
|
Jan 13, 2025
Q4 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-21- 1.08% |
$15.3K - $19.6K
|
1.93K
$1.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Gries Financial LLC
Cleveland, OH |
SELL
|
- |
-21- 0.96% |
$15.3K - $19.6K
|
2.17K
$1.65M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-21- 2.05% |
$15.3K - $19.6K
|
1K
$763K
|
|
|
Jan 31, 2025
Q4 2024
|
Sns Financial Group, LLC
|
SELL
|
- |
-21- 3.39% |
$15.3K - $19.6K
|
599
$456K
|
|
|
Feb 04, 2025
Q4 2024
|
Pointe Capital Management LLC
|
SELL
|
- |
-21- 1.73% |
$15.3K - $19.6K
|
1.2K
$911K
|
|
|
Feb 05, 2025
Q4 2024
|
Altrius Capital Management Inc
New Bern, NC |
SELL
|
- |
-21- 1.63% |
$15.3K - $19.6K
|
1.26K
$963K
|
|
|
Feb 06, 2025
Q4 2024
|
Sage Rhino Capital LLC
|
SELL
|
- |
-21- 0.98% |
$15.3K - $19.6K
|
2.13K
$1.62M
|
|
|
Feb 10, 2025
Q4 2024
|
Brooktree Capital Management
|
SELL
|
- |
-21- 0.5% |
$15.3K - $19.6K
|
4.19K
$3.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Nicolet Bankshares Inc
Green Bay, WI |
SELL
|
- |
-21- 1.67% |
$15.3K - $19.6K
|
1.23K
$939K
|
|
|
May 28, 2025
Q4 2024
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
SELL
|
- |
-21- 0.57% |
$15.3K - $19.6K
|
3.69K
$2.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Capital Advisors Wealth Management, LLC
|
SELL
|
- |
-22- 5.33% |
$16K - $20.5K
|
391
$298K
|
|
|
Jan 21, 2025
Q4 2024
|
Regatta Capital Group, LLC
El Segundo, CA |
SELL
|
- |
-22- 2.39% |
$16K - $20.5K
|
899
$685K
|
|
|
Jan 22, 2025
Q4 2024
|
Charter Oak Capital Management, LLC
|
SELL
|
- |
-22- 2.07% |
$16K - $20.5K
|
1.04K
$791K
|
|
|
Jan 29, 2025
Q4 2024
|
Intelligence Driven Advisers, LLC
|
SELL
|
- |
-22- 1.23% |
$16K - $20.5K
|
1.77K
$1.35M
|
|
|
Jan 30, 2025
Q4 2024
|
Compton Financial Group, LLC
|
SELL
|
- |
-22- 4.08% |
$16K - $20.5K
|
517
$394K
|
|
|
Feb 14, 2025
Q4 2024
|
Omni Star Financial Group, Inc.
|
SELL
|
- |
-22- 3.24% |
$16K - $20.5K
|
656
$500K
|
|
|
Feb 14, 2025
Q4 2024
|
Al Ti Global, Inc.
New York, NY |
SELL
|
- |
-22- 0.88% |
$16K - $20.5K
|
2.47K
$1.88M
|
|
|
Feb 14, 2025
Q4 2024
|
Ashford Capital Management Inc
Wilmington, DE |
SELL
|
- |
-22- 5.68% |
$16K - $20.5K
|
365
$278K
|
|
|
Jan 13, 2025
Q4 2024
|
Conrad Siegel Investment Advisors, Inc.
|
SELL
|
- |
-23- 7.23% |
$16.7K - $21.4K
|
295
$225K
|
|
|
Jan 29, 2025
Q4 2024
|
Avion Wealth
The Woodlands, TX |
SELL
|
- |
-23- 3.28% |
$16.7K - $21.4K
|
678
$516K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-23- 1.72% |
$16.7K - $21.4K
|
1.32K
$1M
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
SELL
|
- |
-23- 1.7% |
$16.7K - $21.4K
|
1.33K
$1.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Lathrop Investment Management Corp
|
SELL
|
- |
-23- 1.76% |
$16.7K - $21.4K
|
1.28K
$975K
|
|
|
Jan 03, 2025
Q4 2024
|
Jvl Associates LLC
|
SELL
|
- |
-24- 4.42% |
$17.5K - $22.4K
|
519
$395K
|
|
|
Jan 14, 2025
Q4 2024
|
Congress Park Capital LLC
|
SELL
|
- |
-24- 0.75% |
$17.5K - $22.4K
|
3.18K
$2.42M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-24- 1.49% |
$17.5K - $22.4K
|
1.59K
$1.21M
|