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 05, 2025
Q4 2024
|
Private Capital Management LLC
|
SELL
|
- |
-407- 26.28% |
$296K - $379K
|
1.14K
$964K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
SELL
|
- |
-407- 57.32% |
$296K - $379K
|
303
$256K
|
|
|
Jan 16, 2025
Q4 2024
|
Lvw Advisors, LLC
|
SELL
|
- |
-409- 12.4% |
$297K - $381K
|
2.89K
$2.44M
|
|
|
Jan 21, 2025
Q4 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-410- 2.14% |
$298K - $382K
|
18.7K
$15.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Owen La Rue, LLC
Elizabethtown, KY |
SELL
|
- |
-411- 10.82% |
$299K - $383K
|
3.39K
$2.86M
|
|
|
Feb 12, 2025
Q4 2024
|
Intrust Bank Na
Wichita, KS |
SELL
|
- |
-414- 3.1% |
$301K - $386K
|
12.9K
$10.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Univest Financial Corp
|
SELL
|
- |
-420- 11.75% |
$305K - $391K
|
3.15K
$2.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-421- 5.17% |
$306K - $392K
|
7.73K
$6.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Df Dent & CO Inc
Baltimore, MD |
SELL
|
- |
-422- 12.83% |
$307K - $393K
|
2.87K
$2.42M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-423- 5.96% |
$308K - $394K
|
6.67K
$5.63M
|
|
|
Jan 14, 2025
Q4 2024
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-429- 2.71% |
$312K - $400K
|
15.4K
$13M
|
|
|
Jan 30, 2025
Q4 2024
|
Sage Advisors, LLC
Boulder, CO |
SELL
|
- |
-429- 2.3% |
$312K - $400K
|
18.2K
$15.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Covenant Asset Management, LLC
|
SELL
|
- |
-432- 3.61% |
$314K - $403K
|
11.5K
$9.75M
|
|
|
Feb 13, 2025
Q4 2024
|
Msh Capital Advisors LLC
Scottsdale, AZ |
SELL
|
- |
-433- 23.67% |
$315K - $404K
|
1.4K
$1.18M
|
|
|
Feb 10, 2025
Q4 2024
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-436- 5.3% |
$317K - $406K
|
7.8K
$6.58M
|
|
|
Jan 17, 2025
Q4 2024
|
Montecito Bank & Trust
|
SELL
|
- |
-438- 4.08% |
$319K - $408K
|
10.3K
$8.69M
|
|
|
Feb 03, 2025
Q4 2024
|
Investors Asset Management Of Georgia Inc
|
SELL
|
- |
-440- 5.79% |
$320K - $410K
|
7.16K
$6.04M
|
|
|
Feb 05, 2025
Q4 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
SELL
|
- |
-441- 51.28% |
$321K - $411K
|
419
$354K
|
|
|
Jan 15, 2025
Q4 2024
|
Skopos Labs, Inc.
Riverhead, NY |
SELL
|
- |
-443- 7.86% |
$322K - $413K
|
5.2K
$4.39M
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-444- 6.58% |
$323K - $414K
|
6.3K
$5.32M
|
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-454- 2.84% |
$330K - $423K
|
15.5K
$13.1M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Capital Management LLC
|
SELL
|
- |
-457- 5.56% |
$332K - $426K
|
7.76K
$6.55M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-458- 5.07% |
$333K - $427K
|
8.58K
$7.24M
|
|
|
Jan 30, 2025
Q4 2024
|
Everhart Financial Group, Inc.
|
SELL
|
- |
-458- 8.43% |
$333K - $427K
|
4.98K
$4.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-458- 5.24% |
$333K - $427K
|
8.29K
$7M
|
|
|
Feb 05, 2025
Q4 2024
|
Waterway Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-460- 50.72% |
$335K - $429K
|
447
$377K
|
|
|
Feb 13, 2025
Q4 2024
|
Qtron Investments LLC
Boston, MA |
SELL
|
- |
-465- 4.91% |
$338K - $433K
|
9.01K
$7.6M
|
|
|
Feb 14, 2025
Q4 2024
|
Sirios Capital Management L P
Boston, MA |
SELL
|
- |
-465- 2.94% |
$338K - $433K
|
15.4K
$13M
|
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-467- 0.57% |
$340K - $435K
|
80.8K
$68.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-469- 46.9% |
$341K - $437K
|
531
$448K
|
|
|
Feb 14, 2025
Q4 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-470- 11.81% |
$342K - $438K
|
3.51K
$2.96M
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-475- 8.93% |
$345K - $443K
|
4.85K
$4.09M
|
|
|
Jan 31, 2025
Q4 2024
|
High Mark Wealth Management LLC
|
SELL
|
- |
-476- 21.27% |
$346K - $444K
|
1.76K
$1.49M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-476- 0.46% |
$346K - $444K
|
102K
$86.1M
|
|
|
Jan 29, 2025
Q4 2024
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-479- 19.2% |
$348K - $446K
|
2.02K
$1.7M
|
|
|
Jan 24, 2025
Q4 2024
|
Symphony Financial, Ltd. Co.
|
SELL
|
- |
-480- 9.11% |
$349K - $447K
|
4.79K
$4.04M
|
|
|
Feb 12, 2025
Q4 2024
|
Rodgers Brothers Inc.
Harmony, PA |
SELL
|
- |
-481- 0.79% |
$350K - $448K
|
60.7K
$51.2M
|
|
|
Feb 04, 2025
Q4 2024
|
Cws Financial Advisors, LLC
Kalamazoo, MI |
SELL
|
- |
-483- 40.25% |
$351K - $450K
|
717
$605K
|
|
|
Feb 14, 2025
Q4 2024
|
Quadcap Wealth Management, LLC
Frisco, TX |
SELL
|
- |
-491- 16.23% |
$357K - $458K
|
2.54K
$2.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-495- 14.02% |
$360K - $461K
|
3.04K
$2.56M
|
|
|
Jan 24, 2025
Q4 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-499- 2.56% |
$363K - $465K
|
19K
$16M
|
|
|
Jan 16, 2025
Q4 2024
|
Hall Laurie J Trustee
|
SELL
|
- |
-500- 41.67% |
$364K - $466K
|
700
$591K
|
|
|
Jan 31, 2025
Q4 2024
|
Centerpoint Advisors, LLC
|
SELL
|
- |
-500- 22.64% |
$364K - $466K
|
1.71K
$1.44M
|
|
|
Feb 13, 2025
Q4 2024
|
Westwood Wealth Management
|
SELL
|
- |
-500- 17.18% |
$364K - $466K
|
2.41K
$2.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
SELL
|
- |
-503- 2.41% |
$366K - $469K
|
20.4K
$17.2M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-505- 1.96% |
$367K - $471K
|
25.3K
$21.4M
|
|
|
Jan 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-507- 20.41% |
$369K - $473K
|
1.98K
$1.67M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-508- 4.96% |
$369K - $473K
|
9.74K
$8.23M
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-514- 67.1% |
$374K - $479K
|
252
$213K
|
|
|
Feb 12, 2025
Q4 2024
|
Dempze Nancy E
|
SELL
|
- |
-515- 19.47% |
$375K - $480K
|
2.13K
$1.8M
|