A detailed history of Heron Financial Group, LLC transactions in Eli Lilly & CO stock. As of the latest transaction made, Heron Financial Group, LLC holds 1,754 shares of LLY stock, worth $1.59 Million. This represents 0.44% of its overall portfolio holdings.

Number of Shares
1,754
Previous 1,794 2.23%
Holding current value
$1.59 Million
Previous $616,000 33.44%
% of portfolio
0.44%
Previous 0.34%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 10, 2023

SELL
$350.74 - $468.98 $14,029 - $18,759
-40 Reduced 2.23%
1,754 $822,000
Q1 2023

Apr 19, 2023

SELL
$310.63 - $364.82 $31,063 - $36,482
-100 Reduced 5.28%
1,794 $616,000
Q2 2022

Jul 29, 2022

SELL
$278.73 - $327.27 $5,574 - $6,545
-20 Reduced 1.04%
1,894 $614,000
Q2 2021

Aug 16, 2021

SELL
$180.55 - $233.54 $9,027 - $11,677
-50 Reduced 2.55%
1,914 $439,000
Q1 2021

Apr 14, 2021

BUY
$164.32 - $212.72 $3,286 - $4,254
20 Added 1.03%
1,964 $364,000
Q3 2020

Oct 15, 2020

SELL
$146.22 - $169.13 $48,252 - $55,812
-330 Reduced 14.51%
1,944 $285,000
Q2 2020

Jul 20, 2020

SELL
$136.42 - $164.18 $13,641 - $16,418
-100 Reduced 4.21%
2,274 $371,000
Q1 2020

Apr 23, 2020

BUY
$119.05 - $147.35 $11,905 - $14,735
100 Added 4.4%
2,374 $359,000
Q4 2019

Feb 14, 2020

BUY
$106.92 - $132.43 $243,136 - $301,145
2,274 New
2,274 $328,000

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 $864B
  • 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

Track Heron Financial Group, LLC Portfolio

Follow Heron Financial Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Heron Financial Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Heron Financial Group, LLC with notifications on news.