A detailed history of Heritage Wealth Management, LLC transactions in Eli Lilly & CO stock. As of the latest transaction made, Heritage Wealth Management, LLC holds 1,942 shares of LLY stock, worth $1.52 Million. This represents 0.99% of its overall portfolio holdings.

Number of Shares
1,942
Previous 2,131 8.87%
Holding current value
$1.52 Million
Previous $1.66 Million 6.1%
% of portfolio
0.99%
Previous 0.83%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 30, 2024

SELL
$724.87 - $909.04 $137,000 - $171,808
-189 Reduced 8.87%
1,942 $1.76 Million
Q1 2024

Apr 25, 2024

SELL
$592.2 - $792.28 $56,851 - $76,058
-96 Reduced 4.31%
2,131 $1.66 Million
Q4 2023

Feb 06, 2024

SELL
$525.19 - $619.13 $4.52 Million - $5.33 Million
-8,609 Reduced 79.45%
2,227 $1.3 Million
Q4 2022

Feb 13, 2023

BUY
$321.55 - $374.67 $1.86 Million - $2.17 Million
5,792 Added 114.83%
10,836 $3.96 Million
Q3 2022

Nov 14, 2022

BUY
$296.48 - $337.87 $60,185 - $68,587
203 Added 4.19%
5,044 $1.63 Million
Q2 2022

Aug 15, 2022

SELL
$278.73 - $327.27 $70,518 - $82,799
-253 Reduced 4.97%
4,841 $1.57 Million
Q1 2022

Aug 15, 2022

BUY
$234.69 - $291.66 $393,105 - $488,530
1,675 Added 48.99%
5,094 $1.46 Million
Q3 2021

Nov 10, 2021

SELL
$221.6 - $272.71 $93,515 - $115,083
-422 Reduced 10.99%
3,419 $790,000
Q2 2021

Aug 11, 2021

BUY
$180.55 - $233.54 $35,748 - $46,240
198 Added 5.44%
3,841 $882,000
Q1 2021

Jul 16, 2021

BUY
$164.32 - $212.72 $598,617 - $774,938
3,643 New
3,643 $681,000

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 $744B
  • 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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