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 |
---|---|---|---|---|---|---|---|
Feb 13, 2025
Q4 2024
|
Gratus Wealth Advisors, LLC
Virginia Beach, VA |
SELL
|
- |
-47- 2.73% |
$34.2K - $43.8K
|
1.67K
$1.48M
|
|
Jan 24, 2025
Q4 2024
|
Welch Group, LLC
|
SELL
|
- |
-48- 0.73% |
$34.9K - $44.7K
|
6.5K
$5.75M
|
|
Feb 04, 2025
Q4 2024
|
Bhk Investment Advisors, LLC
|
SELL
|
- |
-48- 3.03% |
$34.9K - $44.7K
|
1.54K
$1.36M
|
|
Feb 12, 2025
Q4 2024
|
Broderick Brian C
|
SELL
|
- |
-48- 1.76% |
$34.9K - $44.7K
|
2.68K
$2.37M
|
|
Feb 14, 2025
Q4 2024
|
Gluskin Sheff & Assoc Inc
Toronto, A6 |
SELL
|
- |
-48- 0.68% |
$34.9K - $44.7K
|
7.06K
$6.25M
|
|
Jan 16, 2025
Q4 2024
|
First United Bank & Trust
|
SELL
|
- |
-49- 4.97% |
$35.6K - $45.7K
|
936
$828K
|
|
Feb 04, 2025
Q4 2024
|
Sentry Investment Management LLC
|
SELL
|
- |
-49- 1.48% |
$35.6K - $45.7K
|
3.27K
$2.89M
|
|
Feb 14, 2025
Q4 2024
|
Circle Wealth Management, LLC
Summit, NJ |
SELL
|
- |
-49- 0.06% |
$35.6K - $45.7K
|
85.8K
$75.9M
|
|
Jan 16, 2025
Q4 2024
|
Tl Private Wealth
|
SELL
|
- |
-50- 7.45% |
$36.4K - $46.6K
|
621
$549K
|
|
Jan 21, 2025
Q4 2024
|
M3 Advisory Group, LLC
Needham Heights, MA |
SELL
|
- |
-50- 8.2% |
$36.4K - $46.6K
|
560
$495K
|
|
Jan 28, 2025
Q4 2024
|
Alliance Wealth Advisors, LLC
|
SELL
|
- |
-50- 6.35% |
$36.4K - $46.6K
|
738
$653K
|
|
Feb 03, 2025
Q4 2024
|
Fma Wealth Management, LLC
Duxbury, MA |
SELL
|
- |
-50- 14.29% |
$36.4K - $46.6K
|
300
$265K
|
|
Feb 07, 2025
Q4 2024
|
Oak Harbor Wealth Partners, LLC
|
SELL
|
- |
-50- 2.71% |
$36.4K - $46.6K
|
1.8K
$1.59M
|
|
Feb 11, 2025
Q4 2024
|
Core First Bank & Trust
Topeka, KS |
SELL
|
- |
-50- 5.0% |
$36.4K - $46.6K
|
950
$840K
|
|
Jan 16, 2025
Q4 2024
|
Prairie Sky Financial Group LLC
Westchester, IL |
SELL
|
- |
-51- 0.58% |
$37.1K - $47.5K
|
8.67K
$7.67M
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-51- 14.05% |
$37.1K - $47.5K
|
312
$276K
|
|
Jan 28, 2025
Q4 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-51- 0.78% |
$37.1K - $47.5K
|
6.49K
$5.74M
|
|
Feb 11, 2025
Q4 2024
|
Truepoint, Inc.
|
SELL
|
- |
-51- 11.04% |
$37.1K - $47.5K
|
411
$364K
|
|
Jan 14, 2025
Q4 2024
|
Cohen Investment Advisors LLC
|
SELL
|
- |
-52- 0.53% |
$37.8K - $48.5K
|
9.7K
$8.58M
|
|
Feb 05, 2025
Q4 2024
|
Cobblestone Capital Advisors LLC
Rochester, NY |
SELL
|
- |
-52- 2.97% |
$37.8K - $48.5K
|
1.7K
$1.5M
|
|
Jan 17, 2025
Q4 2024
|
Galvin, Gaustad & Stein, LLC
|
SELL
|
- |
-53- 2.91% |
$38.5K - $49.4K
|
1.77K
$1.56M
|
|
Jan 22, 2025
Q4 2024
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-53- 8.07% |
$38.5K - $49.4K
|
604
$534K
|
|
Jan 30, 2025
Q4 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-53- 12.47% |
$38.5K - $49.4K
|
372
$329K
|
|
Feb 18, 2025
Q4 2024
|
Navalign, LLC
|
SELL
|
- |
-53- 2.64% |
$38.5K - $49.4K
|
1.95K
$1.73M
|
|
Jan 23, 2025
Q4 2024
|
Sippican Capital Advisors
|
SELL
|
- |
-54- 1.57% |
$39.3K - $50.3K
|
3.39K
$3M
|
|
Feb 11, 2025
Q4 2024
|
Fort Point Capital Partners LLC
San Francisco, CA |
SELL
|
- |
-54- 4.61% |
$39.3K - $50.3K
|
1.12K
$989K
|
|
Feb 13, 2025
Q4 2024
|
Arvest Bank Trust Division
Dewey, OK |
SELL
|
- |
-54- 10.21% |
$39.3K - $50.3K
|
475
$420K
|
|
Jan 16, 2025
Q4 2024
|
Scott Capital Advisors, LLC
|
SELL
|
- |
-55- 7.45% |
$40K - $51.3K
|
683
$604K
|
|
Jan 22, 2025
Q4 2024
|
Heartland Bank & Trust CO
|
SELL
|
- |
-55- 1.17% |
$40K - $51.3K
|
4.65K
$4.11M
|
|
Feb 03, 2025
Q4 2024
|
Passumpsic Savings Bank
St. Johnsbury, VT |
SELL
|
- |
-55- 2.16% |
$40K - $51.3K
|
2.5K
$2.21M
|
|
Feb 13, 2025
Q4 2024
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-55- 12.22% |
$40K - $51.3K
|
395
$349K
|
|
Jan 15, 2025
Q4 2024
|
Premier Path Wealth Partners, LLC
Madison, NJ |
SELL
|
- |
-56- 0.91% |
$40.7K - $52.2K
|
6.07K
$5.36M
|
|
Jan 17, 2025
Q4 2024
|
Park Place Capital Corp
Birmingham, AL |
SELL
|
- |
-56- 2.98% |
$40.7K - $52.2K
|
1.83K
$1.62M
|
|
Jan 22, 2025
Q4 2024
|
Summit Financial Strategies, Inc.
|
SELL
|
- |
-56- 2.66% |
$40.7K - $52.2K
|
2.05K
$1.81M
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-56- 0.24% |
$40.7K - $52.2K
|
23.3K
$20.6M
|
|
Jan 29, 2025
Q4 2024
|
Atlantic Edge Private Wealth Management, LLC
Jacksonville, FL |
SELL
|
- |
-56- 4.5% |
$40.7K - $52.2K
|
1.19K
$1.05M
|
|
Jan 29, 2025
Q4 2024
|
Gem Asset Management, LLC
Plymouth, MI |
SELL
|
- |
-56- 5.42% |
$40.7K - $52.2K
|
977
$864K
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-56- 0.54% |
$40.7K - $52.2K
|
10.2K
$9.05M
|
|
Feb 14, 2025
Q4 2024
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-56- 16.47% |
$40.7K - $52.2K
|
284
$251K
|
|
Jan 17, 2025
Q4 2024
|
Hengehold Capital Management LLC
|
SELL
|
- |
-57- 9.41% |
$41.5K - $53.1K
|
549
$486K
|
|
Jan 21, 2025
Q4 2024
|
Tributary Capital Management, LLC
|
SELL
|
- |
-57- 4.11% |
$41.5K - $53.1K
|
1.33K
$1.18M
|
|
Jan 31, 2025
Q4 2024
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
SELL
|
- |
-57- 0.66% |
$41.5K - $53.1K
|
8.54K
$7.56M
|
|
Feb 05, 2025
Q4 2024
|
Ifg Advisors, LLC
|
SELL
|
- |
-57- 6.62% |
$41.5K - $53.1K
|
804
$711K
|
|
Jan 14, 2025
Q4 2024
|
Strong Box Wealth, LLC
|
SELL
|
- |
-58- 4.33% |
$42.2K - $54.1K
|
1.28K
$1.13M
|
|
Jan 17, 2025
Q4 2024
|
Adirondack Trust CO
|
SELL
|
- |
-58- 1.24% |
$42.2K - $54.1K
|
4.62K
$4.09M
|
|
Jan 28, 2025
Q4 2024
|
D'Orazio & Associates, Inc.
Falls Church, VA |
SELL
|
- |
-58- 2.91% |
$42.2K - $54.1K
|
1.93K
$1.71M
|
|
Jan 28, 2025
Q4 2024
|
Ram Investment Partners, LLC
Bellevue, WA |
SELL
|
- |
-58- 12.92% |
$42.2K - $54.1K
|
391
$346K
|
|
Feb 10, 2025
Q4 2024
|
Family Firm, Inc.
|
SELL
|
- |
-58- 5.16% |
$42.2K - $54.1K
|
1.07K
$943K
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-59- 1.44% |
$42.9K - $55K
|
4.04K
$3.57M
|
|
Jan 17, 2025
Q4 2024
|
Key Client Fiduciary Advisors, LLC
|
SELL
|
- |
-59- 5.28% |
$42.9K - $55K
|
1.06K
$936K
|