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 31, 2025
Q4 2024
|
Pegasus Asset Management, Inc.
|
BUY
|
- |
2.26K+ 79.21% |
$1.64M - $2.1M
|
5.1K
$4.48M
|
|
|
Jan 28, 2025
Q4 2024
|
Northeast Investment Management
|
BUY
|
- |
2.23K+ 4.34% |
$1.62M - $2.07M
|
53.5K
$47M
|
|
|
Feb 07, 2025
Q4 2024
|
Clare Market Investments LLC
Dallas, TX |
BUY
|
- |
2.21KNew |
$1.6M - $2.06M
|
2.21K
$1.94M
|
|
|
Jan 30, 2025
Q4 2024
|
Campbell Wealth Management
|
BUY
|
- |
2.15K+ 671.88% |
$1.56M - $2M
|
2.47K
$2.17M
|
|
|
Jan 24, 2025
Q4 2024
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
2.15K+ 703.28% |
$1.56M - $2M
|
2.45K
$2.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Actiam N.V.
Rotterdam, P7 |
BUY
|
- |
2.14K+ 0.99% |
$1.56M - $2M
|
219K
$192M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
2.06K+ 8.17% |
$1.5M - $1.92M
|
27.3K
$24M
|
|
|
Jan 16, 2025
Q4 2024
|
Grove Bank & Trust
|
BUY
|
- |
2.02K+ 33.49% |
$1.47M - $1.88M
|
8.05K
$7.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Integrated Investment Consultants, LLC
|
BUY
|
- |
2K+ 0.29% |
$1.45M - $1.86M
|
696K
$611M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
1.97KNew |
$1.44M - $1.84M
|
1.97K
$1.73M
|
|
|
Feb 04, 2025
Q4 2024
|
Cutter & CO Brokerage, Inc.
|
BUY
|
- |
1.93K+ 28.06% |
$1.4M - $1.79M
|
8.79K
$7.72M
|
|
|
Feb 03, 2025
Q4 2024
|
Arcadia Investment Management Corp
|
BUY
|
- |
1.9K+ 79.39% |
$1.38M - $1.77M
|
4.3K
$3.78M
|
|
|
Jan 15, 2025
Q4 2024
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
1.88K+ 31.21% |
$1.37M - $1.76M
|
7.92K
$6.96M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.88K+ 3.06% |
$1.37M - $1.75M
|
63.4K
$55.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
1.85K+ 6.72% |
$1.35M - $1.73M
|
29.4K
$25.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Bailard, Inc.
|
BUY
|
- |
1.85K+ 16.55% |
$1.35M - $1.73M
|
13K
$11.5M
|
|
|
Jan 16, 2025
Q4 2024
|
Ellsworth Advisors, LLC
|
BUY
|
- |
1.81K+ 456.06% |
$1.31M - $1.68M
|
2.2K
$1.93M
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.73K+ 21.99% |
$1.26M - $1.61M
|
9.6K
$8.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
BUY
|
- |
1.69K+ 14.61% |
$1.23M - $1.58M
|
13.3K
$11.7M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.69K+ 86.35% |
$1.23M - $1.57M
|
3.65K
$3.2M
|
|
|
Feb 05, 2025
Q4 2024
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.69K+ 185.27% |
$1.23M - $1.57M
|
2.6K
$2.28M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.67K+ 23.76% |
$1.22M - $1.56M
|
8.71K
$7.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.67K+ 23.36% |
$1.21M - $1.55M
|
8.79K
$7.72M
|
|
|
Jan 16, 2025
Q4 2024
|
Corundum Group, Inc.
|
BUY
|
- |
1.66K+ 155.93% |
$1.2M - $1.54M
|
2.72K
$2.39M
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
1.62K+ 8.97% |
$1.18M - $1.51M
|
19.7K
$17.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Encompass Wealth Advisors, LLC
|
BUY
|
- |
1.61KNew |
$1.17M - $1.5M
|
1.61K
$1.41M
|
|
|
Jan 16, 2025
Q4 2024
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
BUY
|
- |
1.58KNew |
$1.15M - $1.47M
|
1.58K
$1.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
BUY
|
- |
1.55K+ 39.56% |
$1.13M - $1.44M
|
5.47K
$4.8M
|
|
|
Feb 05, 2025
Q4 2024
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
BUY
|
- |
1.54KNew |
$1.12M - $1.44M
|
1.54K
$1.35M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
1.5KNew |
$1.09M - $1.4M
|
1.5K
$1.32M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
1.49KNew |
$1.08M - $1.39M
|
1.49K
$1.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Clarendon Private LLC
Boston, MA |
BUY
|
- |
1.48KNew |
$1.08M - $1.38M
|
1.48K
$1.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Vision Capital Management, Inc.
Portland, OR |
BUY
|
- |
1.45K+ 23.6% |
$1.05M - $1.35M
|
7.59K
$6.66M
|
|
|
Jan 21, 2025
Q4 2024
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
1.43KNew |
$1.04M - $1.33M
|
1.43K
$1.25M
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.4K+ 244.33% |
$1.02M - $1.3M
|
1.97K
$1.73M
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
1.4KNew |
$1.02M - $1.3M
|
1.4K
$1.23M
|
|
|
Jan 21, 2025
Q4 2024
|
Mfa Wealth Services
Thousand Oaks, CA |
BUY
|
- |
1.38KNew |
$1.01M - $1.29M
|
1.38K
$1.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Floyd Financial Group LLC
Springfield, MO |
BUY
|
- |
1.38KNew |
$1.01M - $1.29M
|
1.38K
$1.21M
|
|
|
Feb 07, 2025
Q4 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.38K+ 202.05% |
$1M - $1.29M
|
2.07K
$1.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Capital Planning Advisors, LLC
Sacramento, CA |
BUY
|
- |
1.38K+ 92.43% |
$1M - $1.29M
|
2.87K
$2.52M
|
|
|
Jan 14, 2025
Q4 2024
|
American National Bank
|
BUY
|
- |
1.35K+ 20.47% |
$980K - $1.26M
|
7.93K
$6.96M
|
|
|
Jan 22, 2025
Q4 2024
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.34K+ 9.51% |
$977K - $1.25M
|
15.5K
$13.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Redmond Asset Management, LLC
Henrico, VA |
BUY
|
- |
1.34KNew |
$976K - $1.25M
|
1.34K
$1.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
1.33K+ 12.36% |
$969K - $1.24M
|
12.1K
$10.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
1.33K+ 38.15% |
$964K - $1.23M
|
4.8K
$4.21M
|
|
|
Jan 16, 2025
Q4 2024
|
M.E. Allison & Co., Inc.
San Antonio, TX |
BUY
|
- |
1.32KNew |
$962K - $1.23M
|
1.32K
$1.16M
|
|
|
Feb 03, 2025
Q4 2024
|
Prakash Investment Advisors LLC
Andover, MA |
BUY
|
- |
1.31KNew |
$954K - $1.22M
|
1.31K
$1.15M
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.31K+ 57.37% |
$951K - $1.22M
|
3.59K
$3.15M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.29K+ 5.12% |
$940K - $1.2M
|
26.5K
$23.3M
|
|
|
Feb 03, 2025
Q4 2024
|
Cumberland Partners LTD
Toronto, A6 |
BUY
|
- |
1.29K+ 5.86% |
$937K - $1.2M
|
23.3K
$20.4M
|