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 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
307New |
$223K - $286K
|
307
$249K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
305+ 42.54% |
$222K - $284K
|
1.02K
$829K
|
|
|
Jan 17, 2025
Q4 2024
|
Genesis Private Wealth, LLC
Ashburn, VA |
BUY
|
- |
304New |
$221K - $283K
|
304
$247K
|
|
|
Jan 29, 2025
Q4 2024
|
Leavell Investment Management, Inc.
|
BUY
|
- |
304+ 4.96% |
$221K - $283K
|
6.43K
$5.22M
|
|
|
Jan 23, 2025
Q4 2024
|
Keudell
|
BUY
|
- |
302+ 6.03% |
$220K - $281K
|
5.31K
$4.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
301+ 76.01% |
$219K - $281K
|
697
$565K
|
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
300+ 3.14% |
$218K - $280K
|
9.85K
$7.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
299New |
$217K - $279K
|
299
$243K
|
|
|
Jan 30, 2025
Q4 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
297+ 54.5% |
$216K - $277K
|
842
$683K
|
|
|
Jan 17, 2025
Q4 2024
|
Fcg Investment CO
Germantown, TN |
BUY
|
- |
294+ 10.53% |
$214K - $274K
|
3.09K
$2.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
291+ 21.73% |
$212K - $271K
|
1.63K
$1.32M
|
|
|
Jan 22, 2025
Q4 2024
|
R Squared LTD
Central, K3 |
BUY
|
- |
290New |
$211K - $270K
|
290
$235K
|
|
|
Jan 27, 2025
Q4 2024
|
Ninety One Sa (Pty) LTD
Cape Town, T3 |
BUY
|
- |
288New |
$209K - $268K
|
288
$234K
|
|
|
Jan 29, 2025
Q4 2024
|
Quent Capital, LLC
|
BUY
|
- |
288+ 5.59% |
$209K - $268K
|
5.44K
$4.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
287+ 1.88% |
$209K - $268K
|
15.6K
$12.6M
|
|
|
Jan 22, 2025
Q4 2024
|
Gateway Wealth Partners, LLC
Appleton, WI |
BUY
|
- |
285+ 41.24% |
$207K - $266K
|
976
$792K
|
|
|
Jan 14, 2025
Q4 2024
|
Salvus Wealth Management, LLC
|
BUY
|
- |
281+ 20.23% |
$204K - $262K
|
1.67K
$1.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Ballentine Partners, LLC
Waltham, MA |
BUY
|
- |
279+ 1.64% |
$203K - $260K
|
17.3K
$14M
|
|
|
Jan 06, 2025
Q4 2024
|
Legacy Wealth Management, LLC / Ms
Ridgeland, MS |
BUY
|
- |
278New |
$202K - $259K
|
278
$225K
|
|
|
Jan 08, 2025
Q4 2024
|
Douglas Lane & Associates, LLC
|
BUY
|
- |
278+ 10.92% |
$202K - $259K
|
2.82K
$2.29M
|
|
|
Jan 29, 2025
Q4 2024
|
Hidden Cove Wealth Management, LLC
Bainbridge Island, WA |
BUY
|
- |
276New |
$201K - $257K
|
276
$224K
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
272+ 41.98% |
$198K - $254K
|
920
$746K
|
|
|
Jan 30, 2025
Q4 2024
|
Mn Wealth Advisors, LLC
Overland Park, KS |
BUY
|
- |
272+ 14.44% |
$198K - $254K
|
2.16K
$1.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Bfsg, LLC
|
BUY
|
- |
272+ 10.28% |
$198K - $254K
|
2.92K
$2.37M
|
|
|
Jan 23, 2025
Q4 2024
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
270New |
$196K - $252K
|
270
$219K
|
|
|
Jan 14, 2025
Q4 2024
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
266+ 14.29% |
$193K - $248K
|
2.13K
$1.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Nova Point Capital, LLC
|
BUY
|
- |
265New |
$193K - $247K
|
265
$215K
|
|
|
Jan 24, 2025
Q4 2024
|
Brio Consultants, LLC
|
BUY
|
- |
264New |
$192K - $246K
|
264
$214K
|
|
|
Jan 24, 2025
Q4 2024
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
263New |
$191K - $245K
|
263
$213K
|
|
|
Jan 29, 2025
Q4 2024
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
262+ 6.82% |
$191K - $244K
|
4.1K
$3.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Richardson Financial Services Inc.
Medway, MA |
BUY
|
- |
261+ 367.61% |
$190K - $243K
|
332
$269K
|
|
|
Jan 17, 2025
Q4 2024
|
True North Advisors, LLC
|
BUY
|
- |
258+ 8.0% |
$188K - $240K
|
3.48K
$2.82M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
257+ 10.84% |
$187K - $240K
|
2.63K
$2.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Ayrshire Capital Management LLC
|
BUY
|
- |
256+ 3.45% |
$186K - $239K
|
7.68K
$6.23M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
255+ 5.91% |
$185K - $238K
|
4.57K
$3.71M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
BUY
|
- |
253+ 2.22% |
$184K - $236K
|
11.7K
$9.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
250New |
$182K - $233K
|
250
$203K
|
|
|
Jan 28, 2025
Q4 2024
|
Summit Wealth & Retirement Planning, Inc.
|
BUY
|
- |
250+ 84.46% |
$182K - $233K
|
546
$443K
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
249+ 8.9% |
$181K - $232K
|
3.05K
$2.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Decker Retirement Planning Inc.
Levi, UT |
BUY
|
- |
245New |
$178K - $228K
|
245
$199K
|
|
|
Jan 10, 2025
Q4 2024
|
Baker Tilly Wealth Management, LLC
|
BUY
|
- |
236+ 20.87% |
$172K - $220K
|
1.37K
$1.11M
|
|
|
Jan 29, 2025
Q4 2024
|
Trust CO Of Virginia
|
BUY
|
- |
236+ 0.99% |
$172K - $220K
|
24K
$19.5M
|
|
|
Jan 29, 2025
Q4 2024
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
233+ 10.63% |
$169K - $217K
|
2.43K
$1.97M
|
|
|
Jan 16, 2025
Q4 2024
|
Bremer Bank National Association
|
BUY
|
- |
232+ 1.85% |
$169K - $216K
|
12.8K
$10.4M
|
|
|
Jan 31, 2025
Q4 2024
|
Semus Wealth Partners LLC
Boca Raton, FL |
BUY
|
- |
232+ 7.48% |
$169K - $216K
|
3.33K
$2.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Gsb Wealth Management, LLC
|
BUY
|
- |
230+ 38.98% |
$167K - $214K
|
820
$665K
|
|
|
Jan 30, 2025
Q4 2024
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
230+ 0.72% |
$167K - $214K
|
32.2K
$26.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
229+ 5.84% |
$167K - $213K
|
4.15K
$3.36M
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
227+ 7.21% |
$165K - $212K
|
3.38K
$2.74M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
BUY
|
- |
225+ 0.28% |
$164K - $210K
|
79.5K
$64.5M
|