Polaris Wealth Advisory Group, LLC Eli Lilly & CO Transaction History

Polaris Wealth Advisory Group, LLC

$1.3 Billion
Q3 2023

A detailed history of Polaris Wealth Advisory Group, LLC transactions in Eli Lilly & CO stock. As of the latest transaction made, Polaris Wealth Advisory Group, LLC holds 24,879 shares of LLY stock, worth $22.8 Million. This represents 1.03% of its overall portfolio holdings.

Number of Shares

24,879

Previous 28,646 13.15%

Holding current value

$22.8 Million

Previous $13.4 Million 0.53%

% of portfolio

1.03%

Previous 1.04%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Oct 11, 2023	SELL	$434.7 - $599.3 $1.64 Million - $2.26 Million	-3,767 Reduced 13.15%	24,879 $13.4 Million
Q2 2023 Aug 07, 2023	SELL	$350.74 - $468.98 $2.17 Million - $2.9 Million	-6,173 Reduced 17.73%	28,646 $13.4 Million
Q1 2023 May 03, 2023	BUY	$310.63 - $364.82 $8.73 Million - $10.3 Million	28,108 Added 418.83%	34,819 $12 Million
Q4 2022 Jan 19, 2023	SELL	$321.55 - $374.67 $34,405 - $40,089	-107 Reduced 1.57%	6,711 $0
Q3 2022 Oct 12, 2022	BUY	$296.48 - $337.87 $2.02 Million - $2.3 Million	6,818 New	6,818 $2.21 Million

Q2 2022 Jul 12, 2022	SELL	$278.73 - $327.27 $283,747 - $333,160	-1,018 Closed	0 $0
Q1 2022 Apr 19, 2022	BUY	$234.69 - $291.66 $1,642 - $2,041	7 Added 0.69%	1,018 $314,000
Q2 2021 Jul 23, 2021	BUY	$180.55 - $233.54 $182,536 - $236,108	1,011 New	1,011 $234,000
Q4 2020 Jan 25, 2021	SELL	$130.46 - $172.63 $179,643 - $237,711	-1,377 Closed	0 $0
Q2 2020 Jul 13, 2020	SELL	$136.42 - $164.18 $13,641 - $16,418	-100 Reduced 6.77%	1,377 $225,000
Q1 2020 Apr 09, 2020	SELL	$119.05 - $147.35 $23,810 - $29,470	-200 Reduced 11.93%	1,477 $205,000
Q4 2019 Jan 29, 2020	BUY	$106.92 - $132.43 $179,304 - $222,085	1,677 New	1,677 $237,000
Q1 2019 Apr 09, 2019	SELL	$111.31 - $131.02 $603,522 - $710,390	-5,422 Closed	0 $0
Q3 2018 Oct 19, 2018	BUY	$85.86 - $107.31 $465,532 - $581,834	5,422 New	5,422 $582,000
Q2 2018 Jul 09, 2018	SELL	$75.7 - $86.88 $410,445 - $471,063	-5,422 Closed	0 $0
Q2 2017 Aug 09, 2017	BUY	N/A	5,422	5,422 $446,000

Others Institutions Holding LLY

# of Institutions

3,725

Shares Held

738M

Call Options Held

7.09M

Put Options Held

7.24M

View Full List

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...

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Polaris Wealth Advisory Group, LLC Eli Lilly & CO Transaction History