A detailed history of Heritage Financial Services, LLC transactions in Eli Lilly & CO stock. As of the latest transaction made, Heritage Financial Services, LLC holds 1,847 shares of LLY stock, worth $1.69 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
1,847
Previous 1,819 1.54%
Holding current value
$1.69 Million
Previous $1.06 Million 35.47%
% of portfolio
0.22%
Previous 0.18%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$592.2 - $792.28 $16,581 - $22,183
28 Added 1.54%
1,847 $1.44 Million
Q4 2023

Feb 02, 2024

BUY
$525.19 - $619.13 $53,044 - $62,532
101 Added 5.88%
1,819 $1.06 Million
Q3 2023

Oct 19, 2023

BUY
$434.7 - $599.3 $27,386 - $37,755
63 Added 3.81%
1,718 $922,000
Q2 2023

Jul 31, 2023

SELL
$350.74 - $468.98 $1,052 - $1,406
-3 Reduced 0.18%
1,655 $776,000
Q1 2023

May 10, 2023

BUY
$310.63 - $364.82 $21,122 - $24,807
68 Added 4.28%
1,658 $569,000
Q4 2022

Jan 27, 2023

BUY
$321.55 - $374.67 $215,438 - $251,028
670 Added 72.83%
1,590 $0
Q1 2022

Aug 30, 2022

SELL
$234.69 - $291.66 $16,428 - $20,416
-70 Reduced 7.07%
920 $263,000
Q4 2021

Aug 26, 2022

BUY
$224.85 - $279.04 $222,601 - $276,249
990 New
990 $273,000

Others Institutions Holding LLY

About ELI LILLY & Co


  • Ticker LLY
  • Exchange NYSE
  • Sector Healthcare
  • Industry Drug Manufacturers—General
  • Shares Outstandng 950,174,976
  • Market Cap $869B
  • 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
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