A detailed history of Mission Wealth Management, LP transactions in Eli Lilly & CO stock. As of the latest transaction made, Mission Wealth Management, LP holds 14,494 shares of LLY stock, worth $12.7 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
14,494
Previous 11,667 24.23%
Holding current value
$12.7 Million
Previous $10.3 Million 8.25%
% of portfolio
0.26%
Previous 0.25%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025

BUY
$727.2 - $932.06 $2.06 Million - $2.63 Million
2,827 Added 24.23%
14,494 $11.2 Million
Q3 2024

Oct 31, 2024

SELL
$772.14 - $960.02 $110,416 - $137,282
-143 Reduced 1.21%
11,667 $10.3 Million
Q2 2024

Aug 02, 2024

BUY
$724.87 - $909.04 $2.26 Million - $2.84 Million
3,121 Added 35.92%
11,810 $10.7 Million
Q1 2024

Apr 30, 2024

BUY
$592.2 - $792.28 $874,087 - $1.17 Million
1,476 Added 20.46%
8,689 $6.76 Million
Q4 2023

Feb 05, 2024

BUY
$525.19 - $619.13 $13,654 - $16,097
26 Added 0.36%
7,213 $4.2 Million
Q3 2023

Oct 23, 2023

SELL
$434.7 - $599.3 $99,546 - $137,239
-229 Reduced 3.09%
7,187 $3.86 Million
Q2 2023

Aug 04, 2023

BUY
$350.74 - $468.98 $109,430 - $146,321
312 Added 4.39%
7,416 $3.48 Million
Q1 2023

Apr 07, 2023

SELL
$310.63 - $364.82 $48,458 - $56,911
-156 Reduced 2.15%
7,104 $2.44 Million
Q4 2022

Feb 02, 2023

BUY
$321.55 - $374.67 $30,225 - $35,218
94 Added 1.31%
7,260 $2.66 Million
Q3 2022

Oct 12, 2022

BUY
$296.48 - $337.87 $155,355 - $177,043
524 Added 7.89%
7,166 $2.32 Million
Q2 2022

Jul 27, 2022

SELL
$278.73 - $327.27 $71,912 - $84,435
-258 Reduced 3.74%
6,642 $2.15 Million
Q1 2022

Apr 25, 2022

BUY
$234.69 - $291.66 $204,414 - $254,035
871 Added 14.45%
6,900 $1.98 Million
Q4 2021

Feb 11, 2022

BUY
$224.85 - $279.04 $103,206 - $128,079
459 Added 8.24%
6,029 $1.67 Million
Q3 2021

Nov 05, 2021

BUY
$221.6 - $272.71 $26,813 - $32,997
121 Added 2.22%
5,570 $1.29 Million
Q2 2021

Aug 10, 2021

BUY
$180.55 - $233.54 $22,388 - $28,958
124 Added 2.33%
5,449 $1.25 Million
Q1 2021

May 10, 2021

BUY
$164.32 - $212.72 $129,812 - $168,048
790 Added 17.42%
5,325 $995,000
Q4 2020

Jan 19, 2021

BUY
$130.46 - $172.63 $59,750 - $79,064
458 Added 11.23%
4,535 $766,000
Q3 2020

Oct 16, 2020

SELL
$146.22 - $169.13 $66,237 - $76,615
-453 Reduced 10.0%
4,077 $603,000
Q2 2020

Aug 03, 2020

BUY
$136.42 - $164.18 $82,670 - $99,493
606 Added 15.44%
4,530 $744,000
Q1 2020

Apr 10, 2020

SELL
$119.05 - $147.35 $5,833 - $7,220
-49 Reduced 1.23%
3,924 $544,000
Q4 2019

Jan 21, 2020

SELL
$106.92 - $132.43 $79,441 - $98,395
-743 Reduced 15.75%
3,973 $522,000
Q3 2019

Oct 16, 2019

BUY
$106.79 - $116.16 $83,296 - $90,604
780 Added 19.82%
4,716 $527,000
Q2 2019

Aug 09, 2019

BUY
$110.79 - $129.32 $332 - $387
3 Added 0.08%
3,936 $436,000
Q1 2019

May 14, 2019

BUY
$111.31 - $131.02 $12,578 - $14,805
113 Added 2.96%
3,933 $510,000
Q4 2018

Feb 08, 2019

BUY
$105.9 - $118.64 $44,054 - $49,354
416 Added 12.22%
3,820 $442,000
Q3 2018

Nov 01, 2018

SELL
$85.86 - $107.31 $8,500 - $10,623
-99 Reduced 2.83%
3,404 $365,000
Q2 2018

Aug 08, 2018

BUY
$75.7 - $86.88 $27,781 - $31,884
367 Added 11.7%
3,503 $299,000
Q1 2018

May 04, 2018

SELL
$74.21 - $87.6 $44,525 - $52,560
-600 Reduced 16.06%
3,136 $243,000
Q4 2017

Feb 09, 2018

BUY
$81.94 - $87.89 $38,675 - $41,484
472 Added 14.46%
3,736 $316,000
Q2 2017

Aug 11, 2017

BUY
N/A
3,264
3,264 $269,000

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 $835B
  • 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 Mission Wealth Management, LP Portfolio

Follow Mission Wealth Management, LP 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 Mission Wealth Management, LP, based on Form 13F filings with the SEC.

News

Stay updated on Mission Wealth Management, LP with notifications on news.