Holistic Financial Partners Eli Lilly & CO Transaction History

Holistic Financial Partners

$222 Million
Q2 2025

A detailed history of Holistic Financial Partners transactions in Eli Lilly & CO stock. As of the latest transaction made, Holistic Financial Partners holds 68,123 shares of LLY stock, worth $57.5 Million. This represents 23.96% of its overall portfolio holdings.

Number of Shares

68,123

Previous 68,813 1.0%

Holding current value

$57.5 Million

Previous $56.8 Million 6.56%

% of portfolio

23.96%

Previous 28.05%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 05, 2025	SELL	$713.71 - $898.95 $492,459 - $620,275	-690 Reduced 1.0%	68,123 $53.1 Million
Q1 2025 May 06, 2025	BUY	$725.72 - $929.72 $797,566 - $1.02 Million	1,099 Added 1.62%	68,813 $56.8 Million
Q4 2024 Feb 04, 2025	SELL	$727.2 - $932.06 $79,264 - $101,594	-109 Reduced 0.16%	67,714 $52.3 Million
Q3 2024 Nov 07, 2024	SELL	$772.14 - $960.02 $149,023 - $185,283	-193 Reduced 0.28%	67,823 $60.1 Million
Q2 2024 Jul 30, 2024	BUY	$724.87 - $909.04 $67,412 - $84,540	93 Added 0.14%	68,016 $61.6 Million
Q1 2024 May 08, 2024	BUY	$592.2 - $792.28 $145,089 - $194,108	245 Added 0.36%	67,923 $52.8 Million
Q4 2023 Feb 12, 2024	SELL	$525.19 - $619.13 $411,223 - $484,778	-783 Reduced 1.14%	67,678 $39.5 Million
Q3 2023 Nov 08, 2023	SELL	$434.7 - $599.3 $294,726 - $406,325	-678 Reduced 0.98%	68,461 $36.8 Million
Q2 2023 Aug 09, 2023	SELL	$350.74 - $468.98 $46,297 - $61,905	-132 Reduced 0.19%	69,139 $32.4 Million
Q1 2023 May 04, 2023	BUY	$310.63 - $364.82 $20,501 - $24,078	66 Added 0.1%	69,271 $23.8 Million
Q4 2022 Feb 07, 2023	BUY	$321.55 - $374.67 $3,858 - $4,496	12 Added 0.02%	69,205 $25.3 Million
Q3 2022 Nov 09, 2022	SELL	$296.48 - $337.87 $1,778 - $2,027	-6 Reduced 0.01%	69,193 $22.4 Million
Q2 2022 Aug 02, 2022	SELL	$278.73 - $327.27 $12,542 - $14,727	-45 Reduced 0.06%	69,199 $22.4 Million
Q1 2022 May 13, 2022	SELL	$234.69 - $291.66 $87,304 - $108,497	-372 Reduced 0.53%	69,244 $19.8 Million
Q4 2021 Feb 11, 2022	SELL	$224.85 - $279.04 $33,502 - $41,576	-149 Reduced 0.21%	69,616 $19.2 Million
Q3 2021 Nov 12, 2021	SELL	$221.6 - $272.71 $16,620 - $20,453	-75 Reduced 0.11%	69,765 $16.1 Million
Q2 2021 Aug 13, 2021	SELL	$180.55 - $233.54 $119,163 - $154,136	-660 Reduced 0.94%	69,840 $16 Million
Q1 2021 May 11, 2021	SELL	$164.32 - $212.72 $295,447 - $382,470	-1,798 Reduced 2.49%	70,500 $13.2 Million
Q4 2020 Feb 10, 2021	SELL	$130.46 - $172.63 $55,184 - $73,022	-423 Reduced 0.58%	72,298 $12.2 Million
Q3 2020 Nov 13, 2020	SELL	$146.22 - $169.13 $3,216 - $3,720	-22 Reduced 0.03%	72,721 $10.8 Million
Q2 2020 Aug 13, 2020	SELL	$136.42 - $164.18 $233,005 - $280,419	-1,708 Reduced 2.29%	72,743 $11.9 Million
Q1 2020 May 05, 2020	SELL	$119.05 - $147.35 $413,936 - $512,335	-3,477 Reduced 4.46%	74,451 $10.3 Million
Q4 2019 Feb 06, 2020	SELL	$106.92 - $132.43 $99,863 - $123,689	-934 Reduced 1.18%	77,928 $10.2 Million
Q3 2019 Nov 07, 2019	BUY	$106.79 - $116.16 $8.2 Million - $8.92 Million	76,791 Added 3707.92%	78,862 $8.82 Million
Q2 2019 Aug 07, 2019	SELL	$110.79 - $129.32 $8.62 Million - $10.1 Million	-77,794 Reduced 97.41%	2,071 $229,000
Q1 2019 May 07, 2019	SELL	$111.31 - $131.02 $123,220 - $145,039	-1,107 Reduced 1.37%	79,865 $10.4 Million
Q4 2018 Feb 11, 2019	SELL	$105.9 - $118.64 $1,482 - $1,660	-14 Reduced 0.02%	80,972 $9.37 Million
Q3 2018 Nov 05, 2018	SELL	$85.86 - $107.31 $1.88 Million - $2.35 Million	-21,935 Reduced 21.31%	80,986 $8.69 Million
Q2 2018 Aug 14, 2018	BUY	$75.7 - $86.88 $1,211 - $1,390	16 Added 0.02%	102,921 $8.78 Million
Q1 2018 May 14, 2018	SELL	$74.21 - $87.6 $2.35 Million - $2.78 Million	-31,690 Reduced 23.54%	102,905 $7.96 Million
Q4 2017 Feb 09, 2018	BUY	$81.94 - $87.89 $11 Million - $11.8 Million	134,595	134,595 $11.4 Million

Others Institutions Holding LLY

# of Institutions

4,451

Shares Held

781M

Call Options Held

16.5M

Put Options Held

12.2M

View Full List

About ELI LILLY & Co

Ticker LLY
Exchange NYSE
Sector Healthcare
Industry Drug Manufacturers—General
Shares Outstandng 950,174,976
Market Cap $802B
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...

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Holistic Financial Partners Eli Lilly & CO Transaction History