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 22, 2025
Q4 2024
|
Wealth Effects LLC
|
SELL
|
- |
-507- 20.41% |
$369K - $473K
|
1.98K
$1.75M
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-508- 4.96% |
$369K - $473K
|
9.74K
$8.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-514- 67.1% |
$374K - $479K
|
252
$223K
|
|
|
Feb 12, 2025
Q4 2024
|
Dempze Nancy E
|
SELL
|
- |
-515- 19.47% |
$375K - $480K
|
2.13K
$1.88M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-519- 7.58% |
$377K - $484K
|
6.33K
$5.6M
|
|
|
Feb 06, 2025
Q4 2024
|
Gryphon Financial Partners LLC
|
SELL
|
- |
-528- 12.15% |
$384K - $492K
|
3.82K
$3.38M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-528- 1.45% |
$384K - $492K
|
35.8K
$31.7M
|
|
|
Feb 05, 2025
Q4 2024
|
Fukoku Mutual Life Insurance CO
|
SELL
|
- |
-530- 12.25% |
$385K - $494K
|
3.8K
$3.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Chicago Trust CO Na
|
SELL
|
- |
-531- 7.83% |
$386K - $495K
|
6.25K
$5.53M
|
|
|
Feb 10, 2025
Q4 2024
|
Doheny Asset Management /Ca
Los Angeles, CA |
SELL
|
- |
-537- 13.53% |
$391K - $501K
|
3.43K
$3.04M
|
|
|
Jan 07, 2025
Q4 2024
|
Spartan Planning & Wealth Management
Greensboro, NC |
SELL
|
- |
-538- 41.97% |
$391K - $501K
|
744
$658K
|
|
|
Jan 30, 2025
Q4 2024
|
James Investment Research Inc
|
SELL
|
- |
-539- 4.46% |
$392K - $502K
|
11.6K
$10.2M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-543- 18.22% |
$395K - $506K
|
2.44K
$2.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-547- 3.68% |
$398K - $510K
|
14.3K
$12.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Atlantic Union Bankshares Corp
|
SELL
|
- |
-550- 4.79% |
$400K - $513K
|
10.9K
$9.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Management, Inc.
Peoria, IL |
SELL
|
- |
-551- 6.82% |
$401K - $514K
|
7.53K
$6.66M
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-561- 0.52% |
$408K - $523K
|
108K
$95.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Cynosure Management, LLC
Salt Lake City, UT |
SELL
|
- |
-562- 26.48% |
$409K - $524K
|
1.56K
$1.38M
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Capital Bank Wealth Management Services Inc
|
SELL
|
- |
-563- 4.31% |
$409K - $525K
|
12.5K
$11M
|
|
|
Feb 13, 2025
Q4 2024
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
SELL
|
- |
-563- 1.34% |
$409K - $525K
|
41.5K
$36.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
SELL
|
- |
-590- 5.77% |
$429K - $550K
|
9.63K
$8.52M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-591- 12.96% |
$430K - $551K
|
3.97K
$3.51M
|
|
|
Jan 31, 2025
Q4 2024
|
Philip James Wealth Mangement, LLC
Milton, GA |
SELL
|
- |
-599- 8.82% |
$436K - $558K
|
6.2K
$5.48M
|
|
|
Feb 07, 2025
Q4 2024
|
Quest Partners LLC
New York, NY |
SELL
|
- |
-599- 56.89% |
$436K - $558K
|
454
$402K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-604- 34.26% |
$439K - $563K
|
1.16K
$1.03M
|
|
|
Feb 13, 2025
Q4 2024
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-604- 62.27% |
$439K - $563K
|
366
$324K
|
|
|
Jan 31, 2025
Q4 2024
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-606- 35.29% |
$441K - $565K
|
1.11K
$983K
|
|
|
Jan 03, 2025
Q4 2024
|
Centre Asset Management, LLC
|
SELL
|
- |
-618- 8.25% |
$449K - $576K
|
6.88K
$6.08M
|
|
|
Feb 11, 2025
Q4 2024
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
SELL
|
- |
-638- 2.36% |
$464K - $595K
|
26.4K
$23.4M
|
|
|
Feb 10, 2025
Q4 2024
|
Drake & Associates, LLC
Waukesha, WI |
SELL
|
- |
-646- 46.85% |
$470K - $602K
|
733
$648K
|
|
|
Feb 12, 2025
Q4 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
SELL
|
- |
-651- 5.91% |
$473K - $607K
|
10.4K
$9.16M
|
|
|
Jan 17, 2025
Q4 2024
|
Veracity Capital LLC
|
SELL
|
- |
-655- 20.14% |
$476K - $610K
|
2.6K
$2.3M
|
|
|
Jan 28, 2025
Q4 2024
|
Mezzasalma Advisors, LLC
|
SELL
|
- |
-659- 7.58% |
$479K - $614K
|
8.03K
$7.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Mitchell Sinkler & Starr
|
SELL
|
- |
-673- 21.95% |
$489K - $627K
|
2.39K
$2.12M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-677- 18.51% |
$492K - $631K
|
2.98K
$2.64M
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-679- 1.89% |
$494K - $633K
|
35.3K
$31.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-685- 16.26% |
$498K - $638K
|
3.53K
$3.12M
|
|
|
Jan 24, 2025
Q4 2024
|
Verity Asset Management, Inc.
Durham, NC |
SELL
|
- |
-686- 49.78% |
$499K - $639K
|
692
$612K
|
|
|
Jan 29, 2025
Q4 2024
|
Beacon Financial Group
|
SELL
|
- |
-695- 61.89% |
$505K - $648K
|
428
$379K
|
|
|
Feb 05, 2025
Q4 2024
|
Gulf International Bank (Uk) LTD
|
SELL
|
- |
-695- 1.09% |
$505K - $648K
|
63.2K
$55.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-697- 10.39% |
$507K - $650K
|
6.01K
$5.32M
|
|
|
Jan 23, 2025
Q4 2024
|
Tria Gen Wealth Management LLC
|
SELL
|
- |
-700- 65.91% |
$509K - $652K
|
362
$320K
|
|
|
Feb 10, 2025
Q4 2024
|
South State Corp
|
SELL
|
- |
-703- 6.31% |
$511K - $655K
|
10.4K
$9.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Gleason Group, Inc.
|
SELL
|
- |
-711- 31.61% |
$517K - $663K
|
1.54K
$1.36M
|
|
|
Jan 22, 2025
Q4 2024
|
Stonegate Investment Group, LLC
Birmingham, AL |
SELL
|
- |
-716- 1.26% |
$521K - $667K
|
56.3K
$49.8M
|
|
|
Jan 29, 2025
Q4 2024
|
Madden Securities Corp
|
SELL
|
- |
-725- 7.54% |
$527K - $676K
|
8.89K
$7.86M
|
|
|
Mar 04, 2025
Q4 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-730- 45.83% |
$531K - $680K
|
863
$763K
|
|
|
Feb 06, 2025
Q4 2024
|
Amg National Trust Bank
|
SELL
|
- |
-742- 6.5% |
$540K - $692K
|
10.7K
$9.45M
|
|
|
Jan 27, 2025
Q4 2024
|
Rnc Capital Management LLC
|
SELL
|
- |
-743- 5.34% |
$540K - $693K
|
13.2K
$11.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Kentucky Retirement Systems
Frankfort, KY |
SELL
|
- |
-747- 1.36% |
$543K - $696K
|
54.2K
$48M
|