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 10, 2025
Q4 2024
|
Black Diamond Wealth Management Inc.
|
SELL
|
- |
-138- 12.42% |
$100K - $129K
|
973
$741K
|
|
Jan 16, 2025
Q4 2024
|
Aspiriant, LLC
|
SELL
|
- |
-139- 17.87% |
$101K - $130K
|
639
$487K
|
|
Feb 07, 2025
Q4 2024
|
Knuff & CO LLC
Foster City, CA |
SELL
|
- |
-139- 13.39% |
$101K - $130K
|
899
$685K
|
|
Feb 12, 2025
Q4 2024
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-139- 13.59% |
$101K - $130K
|
884
$673K
|
|
Feb 05, 2025
Q4 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-140- 8.2% |
$102K - $130K
|
1.57K
$1.19M
|
|
Feb 10, 2025
Q4 2024
|
Intact Investment Management Inc.
Montreal, A8 |
SELL
|
- |
-140- 5.43% |
$102K - $130K
|
2.44K
$1.86M
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-142- 2.49% |
$103K - $132K
|
5.57K
$4.24M
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-143- 22.52% |
$104K - $133K
|
492
$375K
|
|
Jan 31, 2025
Q4 2024
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-143- 8.32% |
$104K - $133K
|
1.58K
$1.2M
|
|
Feb 04, 2025
Q4 2024
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
SELL
|
- |
-143- 26.14% |
$104K - $133K
|
404
$308K
|
|
Feb 07, 2025
Q4 2024
|
Schaper Benz & Wise Investment Counsel Inc
|
SELL
|
- |
-143- 26.0% |
$104K - $133K
|
407
$310K
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-144- 4.14% |
$105K - $134K
|
3.33K
$2.54M
|
|
Jan 17, 2025
Q4 2024
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-144- 0.21% |
$105K - $134K
|
70.1K
$53.3M
|
|
Feb 12, 2025
Q4 2024
|
Hurlow Wealth Management Group, Inc.
|
SELL
|
- |
-144- 2.31% |
$105K - $134K
|
6.1K
$4.64M
|
|
Jan 23, 2025
Q4 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-145- 4.26% |
$105K - $135K
|
3.26K
$2.48M
|
|
Feb 03, 2025
Q4 2024
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-146- 4.11% |
$106K - $136K
|
3.41K
$2.59M
|
|
Feb 05, 2025
Q4 2024
|
Providence First Trust CO
|
SELL
|
- |
-146- 6.19% |
$106K - $136K
|
2.21K
$1.68M
|
|
Feb 07, 2025
Q4 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
SELL
|
- |
-146- 23.17% |
$106K - $136K
|
484
$369K
|
|
Feb 13, 2025
Q4 2024
|
3 Chopt Investment Partners, LLC
Richmond, VA |
SELL
|
- |
-146- 2.88% |
$106K - $136K
|
4.93K
$3.76M
|
|
Jan 22, 2025
Q4 2024
|
Mattern Wealth Management LLC
|
SELL
|
- |
-147- 4.89% |
$107K - $137K
|
2.86K
$2.18M
|
|
Feb 03, 2025
Q4 2024
|
Oxbow Advisors, LLC
Corpus Christi, TX |
SELL
|
- |
-147- 13.46% |
$107K - $137K
|
945
$720K
|
|
Jan 15, 2025
Q4 2024
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-148- 1.47% |
$108K - $138K
|
9.93K
$7.56M
|
|
Feb 10, 2025
Q4 2024
|
Stokes Family Office, LLC
|
SELL
|
- |
-148- 3.48% |
$108K - $138K
|
4.11K
$3.13M
|
|
Feb 13, 2025
Q4 2024
|
Forum Private Client Group LLC
|
SELL
|
- |
-148- 2.47% |
$108K - $138K
|
5.85K
$4.45M
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-150- 26.41% |
$109K - $140K
|
418
$318K
|
|
Jan 16, 2025
Q4 2024
|
Segment Wealth Management, LLC
|
SELL
|
- |
-152- 10.49% |
$111K - $142K
|
1.3K
$988K
|
|
Feb 05, 2025
Q4 2024
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
SELL
|
- |
-152- 1.52% |
$111K - $142K
|
9.86K
$7.51M
|
|
Feb 11, 2025
Q4 2024
|
Summitry LLC
Foster City, CA |
SELL
|
- |
-152- 27.84% |
$111K - $142K
|
394
$300K
|
|
Feb 21, 2025
Q4 2024
|
Wny Asset Management, LLC
Williamsville, NY |
SELL
|
- |
-153- 3.09% |
$111K - $143K
|
4.79K
$3.65M
|
|
Jan 21, 2025
Q4 2024
|
Park Edge Advisors, LLC
Cleveland, OH |
SELL
|
- |
-154- 6.76% |
$112K - $144K
|
2.12K
$1.62M
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-154- 0.73% |
$112K - $144K
|
20.8K
$15.9M
|
|
Jan 17, 2025
Q4 2024
|
Madison Park Capital Advisors, LLC
Seattle, WA |
SELL
|
- |
-156- 27.71% |
$113K - $145K
|
407
$310K
|
|
Jan 28, 2025
Q4 2024
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-156- 10.33% |
$113K - $145K
|
1.35K
$1.03M
|
|
Jan 21, 2025
Q4 2024
|
Vista Investment Partners LLC
Oklahoma City, OK |
SELL
|
- |
-157- 3.2% |
$114K - $146K
|
4.75K
$3.62M
|
|
Feb 14, 2025
Q4 2024
|
Arrow Financial Corp
|
SELL
|
- |
-157- 1.8% |
$114K - $146K
|
8.57K
$6.53M
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-158- 0.6% |
$115K - $147K
|
26.1K
$19.9M
|
|
Jan 28, 2025
Q4 2024
|
Chronos Wealth Management, LLC
|
SELL
|
- |
-158- 0.68% |
$115K - $147K
|
23.1K
$17.6M
|
|
Feb 10, 2025
Q4 2024
|
Xponance, Inc.
|
SELL
|
- |
-159- 0.09% |
$116K - $148K
|
187K
$142M
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-159- 1.75% |
$116K - $148K
|
8.9K
$6.78M
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-161- 7.21% |
$117K - $150K
|
2.07K
$1.58M
|
|
Jan 23, 2025
Q4 2024
|
Ht Partners LLC
|
SELL
|
- |
-162- 3.81% |
$118K - $151K
|
4.09K
$3.12M
|
|
Jan 29, 2025
Q4 2024
|
Perissos Private Wealth Management, LLC
Bethany, OK |
SELL
|
- |
-164- 36.28% |
$119K - $153K
|
288
$219K
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-165- 11.58% |
$120K - $154K
|
1.26K
$959K
|
|
Feb 14, 2025
Q4 2024
|
Trustco Bank Corp N Y
Albany, NY |
SELL
|
- |
-165- 8.83% |
$120K - $154K
|
1.7K
$1.3M
|
|
Feb 05, 2025
Q4 2024
|
Clifford Swan Investment Counsel LLC
|
SELL
|
- |
-166- 3.16% |
$121K - $155K
|
5.09K
$3.88M
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-167- 27.88% |
$121K - $156K
|
432
$329K
|
|
Jan 28, 2025
Q4 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-167- 14.99% |
$121K - $156K
|
947
$721K
|
|
Jan 30, 2025
Q4 2024
|
Washington Trust CO
|
SELL
|
- |
-167- 0.86% |
$121K - $156K
|
19.3K
$14.7M
|
|
Jan 28, 2025
Q4 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-169- 16.85% |
$123K - $158K
|
834
$635K
|
|
Jan 31, 2025
Q4 2024
|
Capital Performance Advisors LLP
|
SELL
|
- |
-171- 22.5% |
$124K - $159K
|
589
$449K
|