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 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
944+ 2.93% |
$686K - $880K
|
33.2K
$26.9M
|
|
|
Jan 22, 2025
Q4 2024
|
Vantage Investment Partners, LLC
|
BUY
|
- |
943+ 5.76% |
$686K - $879K
|
17.3K
$14M
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
934New |
$679K - $871K
|
934
$758K
|
|
|
Jan 29, 2025
Q4 2024
|
Avestar Capital, LLC
|
BUY
|
- |
933+ 15.85% |
$678K - $870K
|
6.82K
$5.53M
|
|
|
Jan 29, 2025
Q4 2024
|
Portfolio Design Labs, LLC
Encino, CA |
BUY
|
- |
929+ 13.74% |
$676K - $866K
|
7.69K
$6.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Yankcom Partnership
Yankton, SD |
BUY
|
- |
925New |
$673K - $862K
|
925
$750K
|
|
|
Jan 27, 2025
Q4 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
922+ 31.88% |
$670K - $859K
|
3.81K
$3.09M
|
|
|
Jan 08, 2025
Q4 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
912+ 38.29% |
$663K - $850K
|
3.29K
$2.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Indiana Trust & Investment Management CO
|
BUY
|
- |
912+ 7.71% |
$663K - $850K
|
12.7K
$10.3M
|
|
|
Jan 08, 2025
Q4 2024
|
Legacy Private Trust Co.
|
BUY
|
- |
904+ 10.38% |
$657K - $843K
|
9.62K
$7.8M
|
|
|
Jan 22, 2025
Q4 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
901+ 16.71% |
$655K - $840K
|
6.29K
$5.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Berbice Capital Management LLC
Melville, NY |
BUY
|
- |
872New |
$634K - $813K
|
872
$707K
|
|
|
Jan 14, 2025
Q4 2024
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
870+ 11.4% |
$633K - $811K
|
8.5K
$6.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Sheets Smith Wealth Management
|
BUY
|
- |
858+ 6.57% |
$624K - $800K
|
13.9K
$11.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Lebenthal Global Advisors, LLC
|
BUY
|
- |
852+ 39.14% |
$620K - $794K
|
3.03K
$2.46M
|
|
|
Jan 16, 2025
Q4 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
845+ 15.67% |
$614K - $788K
|
6.24K
$5.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
832+ 7.52% |
$605K - $775K
|
11.9K
$9.65M
|
|
|
Jan 14, 2025
Q4 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
831+ 3.25% |
$604K - $775K
|
26.4K
$21.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
814+ 184.16% |
$592K - $759K
|
1.26K
$1.02M
|
|
|
Jan 30, 2025
Q4 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
812+ 17.26% |
$590K - $757K
|
5.52K
$4.47M
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
805+ 70.49% |
$585K - $750K
|
1.95K
$1.58M
|
|
|
Jan 28, 2025
Q4 2024
|
Graphene Investments Sas
Paris, I0 |
BUY
|
- |
800+ 24.24% |
$582K - $746K
|
4.1K
$3.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Blodgett Wealth Advisors, LLC
|
BUY
|
- |
782+ 17.92% |
$569K - $729K
|
5.15K
$4.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
779+ 1.94% |
$566K - $726K
|
40.8K
$33.1M
|
|
|
Jan 27, 2025
Q4 2024
|
1858 Wealth Management, LLC
Akron, OH |
BUY
|
- |
775+ 300.39% |
$564K - $722K
|
1.03K
$838K
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
769+ 11.13% |
$559K - $717K
|
7.68K
$6.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Atlas Legacy Advisors, LLC
Los Angeles, CA |
BUY
|
- |
764New |
$556K - $712K
|
764
$620K
|
|
|
Jan 22, 2025
Q4 2024
|
Piscataqua Savings Bank
|
BUY
|
- |
760+ 94.41% |
$553K - $708K
|
1.57K
$1.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Davidson Capital Management Inc.
Corpus Christi, TX |
BUY
|
- |
759+ 21.45% |
$552K - $707K
|
4.3K
$3.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Nvest Financial, LLC
|
BUY
|
- |
758+ 49.61% |
$551K - $707K
|
2.29K
$1.85M
|
|
|
Jan 23, 2025
Q4 2024
|
Scharf Investments, LLC
|
BUY
|
- |
746+ 49.93% |
$542K - $695K
|
2.24K
$1.82M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
BUY
|
- |
744+ 41.17% |
$541K - $693K
|
2.55K
$2.07M
|
|
|
Jan 23, 2025
Q4 2024
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
730New |
$531K - $680K
|
730
$592K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
724+ 11.93% |
$526K - $675K
|
6.79K
$5.51M
|
|
|
Jan 27, 2025
Q4 2024
|
Country Club Bank
|
BUY
|
- |
720+ 27.09% |
$524K - $671K
|
3.38K
$2.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Bleakley Financial Group, LLC
Fairfield, NJ |
BUY
|
- |
708+ 2.79% |
$515K - $660K
|
26K
$21.1M
|
|
|
Jan 30, 2025
Q4 2024
|
Pur Efi Wealth, LLC
Boston, MA |
BUY
|
- |
705New |
$513K - $657K
|
705
$572K
|
|
|
Jan 22, 2025
Q4 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
700+ 8.69% |
$509K - $652K
|
8.76K
$7.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Cooper Financial Group
|
BUY
|
- |
695+ 35.46% |
$505K - $648K
|
2.66K
$2.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Autumn Glory Partners, LLC
|
BUY
|
- |
691New |
$502K - $644K
|
691
$560K
|
|
|
Jan 03, 2025
Q4 2024
|
Everence Capital Management Inc
|
BUY
|
- |
690+ 3.19% |
$502K - $643K
|
22.3K
$18.1M
|
|
|
Jan 30, 2025
Q4 2024
|
V Square Quantitative Management LLC
Chicago, IL |
BUY
|
- |
684+ 4.83% |
$497K - $638K
|
14.9K
$12M
|
|
|
Jan 30, 2025
Q4 2024
|
Tiger Oak Management, L.L.C.
Albuquerque, NM |
BUY
|
- |
676New |
$492K - $630K
|
676
$548K
|
|
|
Jan 30, 2025
Q4 2024
|
Palacios Wealth Management, LLC
Ormond Beach, FL |
BUY
|
- |
667New |
$485K - $622K
|
667
$541K
|
|
|
Jan 30, 2025
Q4 2024
|
Centerpoint Advisory Group
Overland Park, KS |
BUY
|
- |
666New |
$484K - $621K
|
666
$540K
|
|
|
Jan 15, 2025
Q4 2024
|
True Wealth Advisors, LLC
|
BUY
|
- |
665+ 60.34% |
$484K - $620K
|
1.77K
$1.43M
|
|
|
Jan 29, 2025
Q4 2024
|
Community Financial Services Group, LLC
Newport, VT |
BUY
|
- |
660+ 7.24% |
$480K - $615K
|
9.77K
$7.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Elevated Capital Advisors, LLC
Sandy, UT |
BUY
|
- |
658+ 48.24% |
$478K - $613K
|
2.02K
$1.64M
|
|
|
Jan 23, 2025
Q4 2024
|
Manning & Napier Advisors LLC
Fairport, NY |
BUY
|
- |
657New |
$478K - $612K
|
657
$533K
|
|
|
Jan 24, 2025
Q4 2024
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
BUY
|
- |
643+ 124.85% |
$468K - $599K
|
1.16K
$939K
|