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 27, 2025
Q4 2024
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
SELL
|
- |
-96- 2.4% |
$69.8K - $89.5K
|
3.9K
$3.29M
|
|
|
Feb 10, 2025
Q4 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-97- 3.09% |
$70.5K - $90.4K
|
3.04K
$2.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-97- 1.87% |
$70.5K - $90.4K
|
5.1K
$4.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Vigilare Wealth Management
|
SELL
|
- |
-99- 3.74% |
$72K - $92.3K
|
2.55K
$2.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-99- 9.59% |
$72K - $92.3K
|
933
$788K
|
|
|
Jan 27, 2025
Q4 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-99- 0.91% |
$72K - $92.3K
|
10.8K
$9.13M
|
|
|
Jan 31, 2025
Q4 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-99- 4.41% |
$72K - $92.3K
|
2.14K
$1.81M
|
|
|
Jan 13, 2025
Q4 2024
|
Threadgill Financial, LLC
|
SELL
|
- |
-100- 25.0% |
$72.7K - $93.2K
|
300
$253K
|
|
|
Jan 16, 2025
Q4 2024
|
Gilman Hill Asset Management, LLC
|
SELL
|
- |
-100- 5.53% |
$72.7K - $93.2K
|
1.71K
$1.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Davis Capital Management
Jacksonville, FL |
SELL
|
- |
-100- 86.21% |
$72.7K - $93.2K
|
16
$13.5K
|
|
|
Jan 22, 2025
Q4 2024
|
Jeppson Wealth Management, LLC
|
SELL
|
- |
-100- 1.87% |
$72.7K - $93.2K
|
5.25K
$4.43M
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
SELL
|
- |
-100- 1.03% |
$72.7K - $93.2K
|
9.58K
$8.09M
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-100- 0.99% |
$72.7K - $93.2K
|
9.96K
$8.41M
|
|
|
Feb 05, 2025
Q4 2024
|
Williamson Legacy Group, LLC
Carmel, IN |
SELL
|
- |
-100- 0.18% |
$72.7K - $93.2K
|
56.6K
$47.8M
|
|
|
Feb 07, 2025
Q4 2024
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
SELL
|
- |
-100- 1.68% |
$72.7K - $93.2K
|
5.86K
$4.95M
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
SELL
|
- |
-100- 1.13% |
$72.7K - $93.2K
|
8.78K
$7.41M
|
|
|
Jan 28, 2025
Q4 2024
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
SELL
|
- |
-101- 7.62% |
$73.4K - $94.1K
|
1.22K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
St. Louis Trust CO
|
SELL
|
- |
-101- 14.7% |
$73.4K - $94.1K
|
586
$495K
|
|
|
Jan 31, 2025
Q4 2024
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-102- 3.06% |
$74.2K - $95.1K
|
3.24K
$2.73M
|
|
|
Feb 13, 2025
Q4 2024
|
Cadence Bank
Tupelo, MS |
SELL
|
- |
-102- 0.86% |
$74.2K - $95.1K
|
11.7K
$9.89M
|
|
|
Jan 21, 2025
Q4 2024
|
Dgs Capital Management, LLC
|
SELL
|
- |
-103- 1.97% |
$74.9K - $96K
|
5.14K
$4.34M
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
SELL
|
- |
-103- 13.83% |
$74.9K - $96K
|
642
$542K
|
|
|
Feb 11, 2025
Q4 2024
|
Community Bank, N.A.
|
SELL
|
- |
-103- 3.3% |
$74.9K - $96K
|
3.02K
$2.55M
|
|
|
Feb 14, 2025
Q4 2024
|
Empire Financial Management Company, LLC
New York, NY |
SELL
|
- |
-103- 1.08% |
$74.9K - $96K
|
9.41K
$7.94M
|
|
|
Jan 21, 2025
Q4 2024
|
Rappaport Reiches Capital Management, LLC
Skokie`, IL |
SELL
|
- |
-104- 28.42% |
$75.6K - $96.9K
|
262
$221K
|
|
|
Feb 10, 2025
Q4 2024
|
Intrepid Financial Planning Group LLC
Carmel, IN |
SELL
|
- |
-104- 0.91% |
$75.6K - $96.9K
|
11.3K
$9.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
SELL
|
- |
-104- 22.91% |
$75.6K - $96.9K
|
350
$295K
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-104- 22.91% |
$75.6K - $96.9K
|
350
$295K
|
|
|
Jan 14, 2025
Q4 2024
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-105- 21.04% |
$76.4K - $97.9K
|
394
$333K
|
|
|
Jan 15, 2025
Q4 2024
|
Cadinha & CO LLC
|
SELL
|
- |
-105- 0.55% |
$76.4K - $97.9K
|
18.9K
$15.9M
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-105- 5.08% |
$76.4K - $97.9K
|
1.96K
$1.66M
|
|
|
Jan 29, 2025
Q4 2024
|
Aries Wealth Management
|
SELL
|
- |
-105- 2.51% |
$76.4K - $97.9K
|
4.08K
$3.45M
|
|
|
Feb 12, 2025
Q4 2024
|
One Ascent Wealth Management LLC
Birmingham, AL |
SELL
|
- |
-105- 23.23% |
$76.4K - $97.9K
|
347
$293K
|
|
|
Feb 13, 2025
Q4 2024
|
Taurus Asset Management, LLC
New York, NY |
SELL
|
- |
-105- 4.15% |
$76.4K - $97.9K
|
2.43K
$2.05M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-108- 5.47% |
$78.5K - $101K
|
1.87K
$1.58M
|
|
|
Jan 23, 2025
Q4 2024
|
Great Diamond Partners, LLC
|
SELL
|
- |
-109- 1.47% |
$79.3K - $102K
|
7.29K
$6.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Holistic Financial Partners
|
SELL
|
- |
-109- 0.16% |
$79.3K - $102K
|
67.7K
$57.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Compass Wealth Management LLC
Guilford, CT |
SELL
|
- |
-110- 1.63% |
$80K - $103K
|
6.63K
$5.6M
|
|
|
Jan 24, 2025
Q4 2024
|
Fsm Wealth Advisors, LLC
Cleveland, OH |
SELL
|
- |
-110- 7.82% |
$80K - $103K
|
1.3K
$1.09M
|
|
|
Feb 12, 2025
Q4 2024
|
Somerville Kurt F
|
SELL
|
- |
-110- 2.88% |
$80K - $103K
|
3.71K
$3.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Brooks, Moore & Associates, Inc.
|
SELL
|
- |
-110- 3.27% |
$80K - $103K
|
3.26K
$2.75M
|
|
|
Jan 30, 2025
Q4 2024
|
Monument Capital Management
|
SELL
|
- |
-111- 3.92% |
$80.7K - $103K
|
2.72K
$2.29M
|
|
|
Feb 12, 2025
Q4 2024
|
Strategy Asset Managers LLC
|
SELL
|
- |
-111- 0.7% |
$80.7K - $103K
|
15.8K
$13.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-113- 0.68% |
$82.2K - $105K
|
16.6K
$14M
|
|
|
Feb 11, 2025
Q4 2024
|
Wealth Advisors Of Iowa, LLC
|
SELL
|
- |
-113- 11.17% |
$82.2K - $105K
|
899
$759K
|
|
|
Feb 04, 2025
Q4 2024
|
Capital Advisors, Ltd. LLC
|
SELL
|
- |
-114- 7.96% |
$82.9K - $106K
|
1.32K
$1.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-114- 0.02% |
$82.9K - $106K
|
629K
$531M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-114- 12.91% |
$82.9K - $106K
|
769
$649K
|
|
|
Jan 13, 2025
Q4 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-115- 28.05% |
$83.6K - $107K
|
295
$249K
|
|
|
Jan 15, 2025
Q4 2024
|
Iam Advisory, LLC
|
SELL
|
- |
-115- 2.09% |
$83.6K - $107K
|
5.38K
$4.54M
|