Modern Wealth Management, LLC Eli Lilly & CO Transaction History

Modern Wealth Management, LLC

$3.04 Billion
Q1 2025

A detailed history of Modern Wealth Management, LLC transactions in Eli Lilly & CO stock. As of the latest transaction made, Modern Wealth Management, LLC holds 11,793 shares of LLY stock, worth $9.33 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

11,793

Previous 9,694 21.65%

Holding current value

$9.33 Million

Previous $8.01 Billion 99.88%

% of portfolio

0.32%

Previous 0.26%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 30, 2025	BUY	$725.72 - $929.72 $1.52 Million - $1.95 Million	2,099 Added 21.65%	11,793 $9.74 Million
Q1 2025 May 15, 2025	SELL	$725.72 - $929.72 $1.69 Million - $2.17 Million	-2,331 Reduced 19.38%	9,694 $8.01 Billion
Q4 2024 May 30, 2025	BUY	$727.2 - $932.06 $557,762 - $714,890	767 Added 7.91%	10,461 $8.08 Million
Q4 2024 May 29, 2025	BUY	$727.2 - $932.06 $120,715 - $154,721	166 Added 1.71%	9,860 $7.61 Million
Q4 2024 Feb 11, 2025	BUY	$727.2 - $932.06 $2.94 Million - $3.77 Million	4,045 Added 50.69%	12,025 $10.4 Billion
Q3 2024 May 30, 2025	SELL	$772.14 - $960.02 $1.33 Million - $1.66 Million	-1,728 Reduced 17.83%	7,966 $7.06 Million
Q3 2024 May 29, 2025	SELL	$772.14 - $960.02 $1.8 Million - $2.24 Million	-2,329 Reduced 24.03%	7,365 $6.52 Million
Q3 2024 Nov 05, 2024	BUY	$772.14 - $960.02 $525,055 - $652,813	680 Added 9.32%	7,980 $7.07 Billion
Q2 2024 May 29, 2025	SELL	$724.87 - $909.04 $1.74 Million - $2.19 Million	-2,407 Reduced 24.83%	7,287 $6.6 Million
Q2 2024 Aug 07, 2024	SELL	$724.87 - $909.04 $34,793 - $43,633	-48 Reduced 0.65%	7,300 $6.61 Billion
Q1 2024 May 28, 2025	SELL	$592.2 - $792.28 $1.62 Million - $2.17 Million	-2,733 Reduced 28.19%	6,961 $5.42 Billion
Q1 2024 May 13, 2024	BUY	$592.2 - $792.28 $4.02 Million - $5.37 Million	6,784 Added 1202.84%	7,348 $5.58 Billion
Q4 2023 May 28, 2025	SELL	$525.19 - $619.13 $4.45 Million - $5.25 Million	-8,474 Reduced 87.41%	1,220 $711 Million
Q4 2023 Feb 14, 2024	BUY	$525.19 - $619.13 $296,207 - $349,189	564 New	564 $329 Million

Others Institutions Holding LLY

# of Institutions

4,394

Shares Held

821M

Call Options Held

10M

Put Options Held

10.8M

View Full List

About ELI LILLY & Co

Ticker LLY
Exchange NYSE
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 950,174,976
Market Cap $752B
Description
Eli Lilly and Company discovers, develops, and markets human pharmaceuticals worldwide. It offers Basaglar, Humalog, Humalog Mix 75/25, Humalog U-100, Humalog U-200, Humalog Mix 50/50, insulin lispro, insulin lispro protamine, insulin lispro mix 75/25, Humulin, Humulin 70/30, Humulin N, Humulin R, and Humulin U-500 for diabetes; and Jardiance, T...

More about LLY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Modern Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Modern Wealth Management, LLC with notifications on news.

Account

Modern Wealth Management, LLC Eli Lilly & CO Transaction History