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
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-157- 3.2% |
$114K - $146K
|
4.75K
$4.01M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-157- 1.8% |
$114K - $146K
|
8.57K
$7.23M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-158- 0.6% |
$115K - $147K
|
26.1K
$22M
|
|
|
Jan 28, 2025
Q4 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-158- 0.68% |
$115K - $147K
|
23.1K
$19.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
SELL
|
- |
-159- 0.09% |
$116K - $148K
|
187K
$157M
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-159- 1.75% |
$116K - $148K
|
8.9K
$7.51M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-161- 7.21% |
$117K - $150K
|
2.07K
$1.75M
|
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
SELL
|
- |
-162- 3.81% |
$118K - $151K
|
4.09K
$3.46M
|
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-164- 36.28% |
$119K - $153K
|
288
$243K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-165- 11.58% |
$120K - $154K
|
1.26K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-165- 8.83% |
$120K - $154K
|
1.7K
$1.44M
|
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-166- 3.16% |
$121K - $155K
|
5.09K
$4.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-167- 27.88% |
$121K - $156K
|
432
$365K
|
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-167- 14.99% |
$121K - $156K
|
947
$800K
|
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-167- 0.86% |
$121K - $156K
|
19.3K
$16.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-169- 16.85% |
$123K - $158K
|
834
$704K
|
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-171- 22.5% |
$124K - $159K
|
589
$497K
|
|
|
Feb 07, 2025
Q4 2024
|
Camden National Bank
Camden, ME |
SELL
|
- |
-171- 10.78% |
$124K - $159K
|
1.42K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Silvant Capital Management LLC
|
SELL
|
- |
-172- 0.18% |
$125K - $160K
|
93.3K
$78.8M
|
|
|
Jan 03, 2025
Q4 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-172- 2.06% |
$125K - $160K
|
8.2K
$6.92M
|
|
|
Jan 28, 2025
Q4 2024
|
Blb&B Advisors, LLC
|
SELL
|
- |
-172- 5.56% |
$125K - $160K
|
2.92K
$2.47M
|
|
|
Jan 21, 2025
Q4 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
SELL
|
- |
-175- 10.12% |
$127K - $163K
|
1.56K
$1.31M
|
|
|
Feb 03, 2025
Q4 2024
|
Lakeside Advisors, Inc.
Seattle, WA |
SELL
|
- |
-175- 26.84% |
$127K - $163K
|
477
$403K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
SELL
|
- |
-175- 10.61% |
$127K - $163K
|
1.47K
$1.24M
|
|
|
Jan 16, 2025
Q4 2024
|
Chesapeake Wealth Management
|
SELL
|
- |
-177- 5.16% |
$129K - $165K
|
3.25K
$2.75M
|
|
|
Jan 30, 2025
Q4 2024
|
L.M. Kohn & Company
|
SELL
|
- |
-178- 6.53% |
$129K - $166K
|
2.55K
$2.15M
|
|
|
Jan 27, 2025
Q4 2024
|
Meadow Creek Wealth Advisors LLC
|
SELL
|
- |
-181- 8.84% |
$132K - $169K
|
1.87K
$1.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Geneva Partners, LLC
|
SELL
|
- |
-182- 2.09% |
$132K - $170K
|
8.54K
$7.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Compton Wealth Advisory Group, LLC
|
SELL
|
- |
-183- 15.37% |
$133K - $171K
|
1.01K
$851K
|
|
|
Jan 16, 2025
Q4 2024
|
Abacus Wealth Partners, LLC
Santa Monica, CA |
SELL
|
- |
-184- 29.92% |
$134K - $171K
|
431
$364K
|
|
|
Jan 14, 2025
Q4 2024
|
Legacy Wealth Asset Management, LLC
|
SELL
|
- |
-185- 5.17% |
$135K - $172K
|
3.39K
$2.86M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-186- 4.23% |
$135K - $173K
|
4.21K
$3.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Five Oceans Advisors
|
SELL
|
- |
-186- 13.0% |
$135K - $173K
|
1.25K
$1.05M
|
|
|
Jan 02, 2025
Q4 2024
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-187- 1.29% |
$136K - $174K
|
14.3K
$12.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-188- 4.84% |
$137K - $175K
|
3.69K
$3.12M
|
|
|
Feb 06, 2025
Q4 2024
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-192- 5.99% |
$140K - $179K
|
3.01K
$2.54M
|
|
|
Jan 13, 2025
Q4 2024
|
Breakwater Capital Group
Paramus, NJ |
SELL
|
- |
-193- 6.28% |
$140K - $180K
|
2.88K
$2.43M
|
|
|
Feb 14, 2025
Q4 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-194- 65.54% |
$141K - $181K
|
102
$86.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Smith Chas P & Associates Pa Cpas
|
SELL
|
- |
-195- 12.65% |
$142K - $182K
|
1.35K
$1.14M
|
|
|
Jan 22, 2025
Q4 2024
|
Town & Country Bank & Trust CO Dba First Bankers Trust CO
|
SELL
|
- |
-195- 1.93% |
$142K - $182K
|
9.92K
$8.37M
|
|
|
Feb 13, 2025
Q4 2024
|
Trustmark National Bank Trust Department
Jackson, MS |
SELL
|
- |
-195- 5.47% |
$142K - $182K
|
3.37K
$2.84M
|
|
|
Jan 29, 2025
Q4 2024
|
Naples Global Advisors, LLC
Naples, FL |
SELL
|
- |
-196- 1.56% |
$143K - $183K
|
12.4K
$10.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Balboa Wealth Partners
Newport Beach, CA |
SELL
|
- |
-197- 11.31% |
$143K - $184K
|
1.55K
$1.3M
|
|
|
Feb 14, 2025
Q4 2024
|
Up Strategic Wealth Investment Advisors LLC
Pittsburgh, PA |
SELL
|
- |
-197- 21.46% |
$143K - $184K
|
721
$609K
|
|
|
Jan 02, 2025
Q4 2024
|
Cacti Asset Management LLC
Atlanta, GA |
SELL
|
- |
-200- 20.0% |
$145K - $186K
|
800
$675K
|
|
|
Jan 13, 2025
Q4 2024
|
Forza Wealth Management, LLC
Sarasota, FL |
SELL
|
- |
-200- 6.84% |
$145K - $186K
|
2.73K
$2.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Aull & Monroe Investment Management Corp
Mobile, AL |
SELL
|
- |
-200- 1.96% |
$145K - $186K
|
9.99K
$8.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-201- 37.08% |
$146K - $187K
|
341
$288K
|
|
|
Feb 12, 2025
Q4 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-202- 2.68% |
$147K - $188K
|
7.33K
$6.19M
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-202- 36.79% |
$147K - $188K
|
347
$293K
|