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
|
Ruggaard & Associates LLC
Twinsburg, OH |
SELL
|
- |
-133- 23.09% |
$96.7K - $124K
|
443
$392K
|
|
|
Feb 13, 2025
Q4 2024
|
Campion Asset Management
|
SELL
|
- |
-133- 3.98% |
$96.7K - $124K
|
3.21K
$2.84M
|
|
|
Jan 13, 2025
Q4 2024
|
Code Waechter LLC
Tampa, FL |
SELL
|
- |
-134- 31.75% |
$97.4K - $125K
|
288
$255K
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-135- 11.43% |
$98.2K - $126K
|
1.05K
$925K
|
|
|
Jan 10, 2025
Q4 2024
|
Paragon Advisors, LLC
|
SELL
|
- |
-136- 2.08% |
$98.9K - $127K
|
6.39K
$5.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-136- 47.22% |
$98.9K - $127K
|
152
$134K
|
|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-136- 2.95% |
$98.9K - $127K
|
4.47K
$3.95M
|
|
|
Jan 14, 2025
Q4 2024
|
Sanders Morris Harris LLC
|
SELL
|
- |
-137- 1.39% |
$99.6K - $128K
|
9.7K
$8.58M
|
|
|
Jan 29, 2025
Q4 2024
|
Walkner Condon Financial Advisors LLC
|
SELL
|
- |
-137- 14.65% |
$99.6K - $128K
|
798
$706K
|
|
|
Feb 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-138- 12.42% |
$100K - $129K
|
973
$861K
|
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-139- 17.87% |
$101K - $130K
|
639
$565K
|
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-139- 13.39% |
$101K - $130K
|
899
$795K
|
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-139- 13.59% |
$101K - $130K
|
884
$782K
|
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-140- 8.2% |
$102K - $130K
|
1.57K
$1.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-140- 5.43% |
$102K - $130K
|
2.44K
$2.16M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-142- 2.49% |
$103K - $132K
|
5.57K
$4.93M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-143- 22.52% |
$104K - $133K
|
492
$435K
|
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-143- 8.32% |
$104K - $133K
|
1.58K
$1.39M
|
|
|
Feb 04, 2025
Q4 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-143- 26.14% |
$104K - $133K
|
404
$357K
|
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-143- 26.0% |
$104K - $133K
|
407
$360K
|
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-144- 4.14% |
$105K - $134K
|
3.33K
$2.95M
|
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-144- 0.21% |
$105K - $134K
|
70.1K
$62M
|
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-144- 2.31% |
$105K - $134K
|
6.1K
$5.39M
|
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-145- 4.26% |
$105K - $135K
|
3.26K
$2.89M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-146- 4.11% |
$106K - $136K
|
3.41K
$3.01M
|
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-146- 6.19% |
$106K - $136K
|
2.21K
$1.96M
|
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-146- 23.17% |
$106K - $136K
|
484
$428K
|
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-146- 2.88% |
$106K - $136K
|
4.93K
$4.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-147- 4.89% |
$107K - $137K
|
2.86K
$2.53M
|
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-147- 13.46% |
$107K - $137K
|
945
$836K
|
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-148- 1.47% |
$108K - $138K
|
9.93K
$8.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-148- 3.48% |
$108K - $138K
|
4.11K
$3.63M
|
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-148- 2.47% |
$108K - $138K
|
5.85K
$5.17M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-150- 26.41% |
$109K - $140K
|
418
$370K
|
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-152- 10.49% |
$111K - $142K
|
1.3K
$1.15M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-152- 1.52% |
$111K - $142K
|
9.86K
$8.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-152- 27.84% |
$111K - $142K
|
394
$349K
|
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-153- 3.09% |
$111K - $143K
|
4.79K
$4.24M
|
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-154- 6.76% |
$112K - $144K
|
2.12K
$1.88M
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-154- 0.73% |
$112K - $144K
|
20.8K
$18.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-156- 27.71% |
$113K - $145K
|
407
$360K
|
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-156- 10.33% |
$113K - $145K
|
1.35K
$1.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-157- 3.2% |
$114K - $146K
|
4.75K
$4.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-157- 1.8% |
$114K - $146K
|
8.57K
$7.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-158- 0.6% |
$115K - $147K
|
26.1K
$23.1M
|
|
|
Jan 28, 2025
Q4 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-158- 0.68% |
$115K - $147K
|
23.1K
$20.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
SELL
|
- |
-159- 0.09% |
$116K - $148K
|
187K
$165M
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-159- 1.75% |
$116K - $148K
|
8.9K
$7.87M
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-161- 7.21% |
$117K - $150K
|
2.07K
$1.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
SELL
|
- |
-162- 3.81% |
$118K - $151K
|
4.09K
$3.62M
|