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 16, 2025
Q4 2024
|
My Legacy Advisors, LLC
|
BUY
|
- |
225+ 97.4% |
$164K - $210K
|
456
$370K
|
|
|
Jan 27, 2025
Q4 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
225+ 10.45% |
$164K - $210K
|
2.38K
$1.93M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
BUY
|
- |
223+ 36.08% |
$162K - $208K
|
841
$682K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
222+ 0.25% |
$161K - $207K
|
90.3K
$73.2M
|
|
|
Jan 16, 2025
Q4 2024
|
Exchange Bank
Santa Rosa, CA |
BUY
|
- |
222+ 22.45% |
$161K - $207K
|
1.21K
$982K
|
|
|
Jan 31, 2025
Q4 2024
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
221+ 85.33% |
$161K - $206K
|
480
$389K
|
|
|
Jan 31, 2025
Q4 2024
|
Chapman Investment Management, LLC
|
BUY
|
- |
218+ 7.76% |
$159K - $203K
|
3.03K
$2.46M
|
|
|
Jan 15, 2025
Q4 2024
|
B & T Capital Management Dba Alpha Capital Management
|
BUY
|
- |
216+ 7.03% |
$157K - $201K
|
3.29K
$2.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
214+ 3.68% |
$156K - $199K
|
6.03K
$4.89M
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
212New |
$154K - $198K
|
212
$172K
|
|
|
Jan 24, 2025
Q4 2024
|
Nadler Financial Group, Inc.
|
BUY
|
- |
210+ 8.3% |
$153K - $196K
|
2.74K
$2.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
209+ 6.65% |
$152K - $195K
|
3.35K
$2.72M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
207+ 3.16% |
$151K - $193K
|
6.75K
$5.47M
|
|
|
Jan 24, 2025
Q4 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
207+ 21.43% |
$151K - $193K
|
1.17K
$951K
|
|
|
Jan 28, 2025
Q4 2024
|
Advisory Resource Group
|
BUY
|
- |
207+ 12.29% |
$151K - $193K
|
1.89K
$1.53M
|
|
|
Jan 15, 2025
Q4 2024
|
Monarch Capital Management Inc
|
BUY
|
- |
206+ 17.73% |
$150K - $192K
|
1.37K
$1.11M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
205+ 6.8% |
$149K - $191K
|
3.22K
$2.61M
|
|
|
Jan 13, 2025
Q4 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
204+ 23.8% |
$148K - $190K
|
1.06K
$861K
|
|
|
Jan 15, 2025
Q4 2024
|
Howard Financial Services, Ltd.
|
BUY
|
- |
202+ 46.98% |
$147K - $188K
|
632
$513K
|
|
|
Jan 30, 2025
Q4 2024
|
Quantum Private Wealth, LLC
Lake Forest, IL |
BUY
|
- |
200+ 28.74% |
$145K - $186K
|
896
$727K
|
|
|
Jan 28, 2025
Q4 2024
|
Strid Group, LLC
|
BUY
|
- |
192New |
$140K - $179K
|
192
$156K
|
|
|
Jan 28, 2025
Q4 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
189+ 0.39% |
$137K - $176K
|
48.2K
$39.1M
|
|
|
Jan 02, 2025
Q4 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
188+ 19.2% |
$137K - $175K
|
1.17K
$947K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
185+ 25.34% |
$135K - $172K
|
915
$742K
|
|
|
Jan 21, 2025
Q4 2024
|
Drive Wealth Management, LLC
Lehi, UT |
BUY
|
- |
185+ 8.01% |
$135K - $172K
|
2.5K
$2.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Tfc Financial Management
|
BUY
|
- |
182+ 52.0% |
$132K - $170K
|
532
$431K
|
|
|
Jan 21, 2025
Q4 2024
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
180+ 60.0% |
$131K - $168K
|
480
$389K
|
|
|
Jan 22, 2025
Q4 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
178+ 13.6% |
$129K - $166K
|
1.49K
$1.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Ss&H Financial Advisors, Inc.
|
BUY
|
- |
175+ 18.25% |
$127K - $163K
|
1.13K
$920K
|
|
|
Jan 22, 2025
Q4 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
175+ 15.38% |
$127K - $163K
|
1.31K
$1.06M
|
|
|
Jan 22, 2025
Q4 2024
|
Prospect Financial Services LLC
Melville, NY |
BUY
|
- |
175+ 11.17% |
$127K - $163K
|
1.74K
$1.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Hedeker Wealth, LLC
|
BUY
|
- |
173+ 9.85% |
$126K - $161K
|
1.93K
$1.57M
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
BUY
|
- |
168+ 0.3% |
$122K - $157K
|
56.2K
$45.6M
|
|
|
Jan 14, 2025
Q4 2024
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
164+ 13.61% |
$119K - $153K
|
1.37K
$1.11M
|
|
|
Jan 31, 2025
Q4 2024
|
Beaton Management Co. Inc.
Haverhill, MA |
BUY
|
- |
164+ 2.85% |
$119K - $153K
|
5.91K
$4.79M
|
|
|
Jan 22, 2025
Q4 2024
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
161+ 3.89% |
$117K - $150K
|
4.3K
$3.49M
|
|
|
Jan 22, 2025
Q4 2024
|
Aspire Capital Advisors LLC
Seattle, WA |
BUY
|
- |
160+ 33.83% |
$116K - $149K
|
633
$513K
|
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
159+ 5.08% |
$116K - $148K
|
3.29K
$2.67M
|
|
|
Jan 17, 2025
Q4 2024
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
159+ 14.0% |
$116K - $148K
|
1.3K
$1.05M
|
|
|
Jan 21, 2025
Q4 2024
|
Jamison Private Wealth Management, Inc.
Milton, GA |
BUY
|
- |
159+ 0.74% |
$116K - $148K
|
21.7K
$17.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Austin Private Wealth, LLC
|
BUY
|
- |
158+ 22.04% |
$115K - $147K
|
875
$710K
|
|
|
Jan 15, 2025
Q4 2024
|
Krs Capital Management, LLC
|
BUY
|
- |
156+ 3.28% |
$113K - $145K
|
4.91K
$3.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Eagle Ridge Investment Management
|
BUY
|
- |
156+ 12.06% |
$113K - $145K
|
1.45K
$1.18M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
155+ 8.77% |
$113K - $144K
|
1.92K
$1.56M
|
|
|
Jan 22, 2025
Q4 2024
|
Baldwin Brothers LLC
|
BUY
|
- |
154+ 7.3% |
$112K - $144K
|
2.27K
$1.84M
|
|
|
Jan 24, 2025
Q4 2024
|
Cfm Wealth Partners LLC
|
BUY
|
- |
154+ 1.26% |
$112K - $144K
|
12.4K
$10M
|
|
|
Jan 14, 2025
Q4 2024
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
151+ 108.63% |
$110K - $141K
|
290
$235K
|
|
|
Jan 21, 2025
Q4 2024
|
Shilanski & Associates, Inc.
|
BUY
|
- |
151+ 4.14% |
$110K - $141K
|
3.8K
$3.08M
|
|
|
Jan 21, 2025
Q4 2024
|
Ti Trust, Inc
|
BUY
|
- |
150+ 7.04% |
$109K - $140K
|
2.28K
$1.85M
|
|
|
Jan 24, 2025
Q4 2024
|
Rockline Wealth Management, LLC
Plainview, NY |
BUY
|
- |
150+ 5.09% |
$109K - $140K
|
3.1K
$2.51M
|