Latest Institutional Transactions on Eli Lilly & CO (LLY)
This table provides information on the latest institutional transactions involving Eli Lilly & CO (LLY) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-246- 6.99% |
$179K - $229K
|
3.27K
$2.7M
|
|
|
Apr 04, 2025
Q1 2025
|
Legacy Private Trust Co.
|
BUY
|
- |
641+ 6.67% |
$465K - $596K
|
10.3K
$8.47M
|
|
|
Apr 04, 2025
Q1 2025
|
General Partner, Inc.
Pittsburgh, PA |
BUY
|
- |
10+ 1.67% |
$7.26K - $9.3K
|
610
$504K
|
|
|
Apr 04, 2025
Q1 2025
|
Moody National Bank Trust Division
|
SELL
|
- |
-123- 1.04% |
$89.3K - $114K
|
11.7K
$9.7M
|
|
|
Apr 04, 2025
Q1 2025
|
Baring Financial LLC
Bellingham, WA |
BUY
|
- |
29+ 10.74% |
$21K - $27K
|
299
$247K
|
|
|
Apr 04, 2025
Q1 2025
|
Webster Bank, N. A.
|
SELL
|
- |
-40- 1.91% |
$29K - $37.2K
|
2.06K
$1.7M
|
|
|
Apr 04, 2025
Q1 2025
|
Quent Capital, LLC
|
BUY
|
- |
136+ 2.5% |
$98.7K - $126K
|
5.58K
$4.6M
|
|
|
Apr 03, 2025
Q1 2025
|
First Citizens Financial Corp
|
SELL
|
- |
-163- 4.51% |
$118K - $152K
|
3.45K
$2.85M
|
|
|
Apr 03, 2025
Q1 2025
|
Jvl Associates LLC
|
SELL
|
- |
-10- 1.93% |
$7.26K - $9.3K
|
509
$420K
|
|
|
Apr 03, 2025
Q1 2025
|
Collective Family Office LLC
|
SELL
|
- |
-285- 20.82% |
$207K - $265K
|
1.08K
$895K
|
|
|
Apr 03, 2025
Q1 2025
|
Adirondack Trust CO
|
SELL
|
- |
-120- 2.6% |
$87.1K - $112K
|
4.5K
$3.72M
|
|
|
Apr 03, 2025
Q1 2025
|
Boston Common Asset Management, LLC
Boston, MA |
BUY
|
- |
3.27K+ 13.6% |
$2.37M - $3.04M
|
27.3K
$22.5M
|
|
|
Apr 03, 2025
Q1 2025
|
First Hawaiian Bank
|
BUY
|
- |
1.06K+ 13.09% |
$766K - $981K
|
9.11K
$7.53M
|
|
|
Apr 03, 2025
Q1 2025
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
1.03K+ 15.9% |
$745K - $955K
|
7.49K
$6.18M
|
|
|
Apr 03, 2025
Q1 2025
|
Versant Capital Management, Inc
|
BUY
|
- |
794+ 68.04% |
$576K - $738K
|
1.96K
$1.62M
|
|
|
Apr 03, 2025
Q1 2025
|
Cadinha & CO LLC
|
SELL
|
- |
-65- 0.34% |
$47.2K - $60.4K
|
18.8K
$15.5M
|
|
|
Apr 02, 2025
Q1 2025
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-178- 30.64% |
$129K - $165K
|
403
$333K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
22+ 0.66% |
$16K - $20.5K
|
3.38K
$2.79M
|
|
|
Apr 02, 2025
Q1 2025
|
Kera Capital Partners, Inc.
Sacramento, CA |
BUY
|
- |
1+ 0.33% |
$726 - $930
|
300
$248K
|
|
|
Apr 02, 2025
Q1 2025
|
Park National Corp
|
SELL
|
- |
-592- 5.18% |
$430K - $550K
|
10.8K
$8.96M
|
|
|
Apr 02, 2025
Q1 2025
|
Lederer & Associates Investment Counsel
Long Beach, CA |
BUY
|
- |
88+ 3.59% |
$63.9K - $81.8K
|
2.54K
$2.1M
|
|
|
Apr 02, 2025
Q1 2025
|
Jacobs & CO
|
BUY
|
- |
421+ 1.43% |
$306K - $391K
|
29.8K
$24.6M
|
|
|
Apr 01, 2025
Q1 2025
|
Emprise Bank
Wichita, KS |
SELL
|
- |
-28- 4.86% |
$20.3K - $26K
|
548
$453K
|
|
|
Apr 01, 2025
Q1 2025
|
Neville Rodie & Shaw Inc
|
BUY
|
- |
60+ 0.4% |
$43.5K - $55.8K
|
15.1K
$12.5M
|
|
|
Apr 01, 2025
Q1 2025
|
Massmutual Trust CO Fsb
|
BUY
|
- |
309+ 9.34% |
$224K - $287K
|
3.62K
$2.99M
|
|
|
Apr 01, 2025
Q1 2025
|
Stonehearth Capital Management, LLC
|
BUY
|
- |
250New |
$181K - $232K
|
250
$206K
|
|
|
Apr 01, 2025
Q1 2025
|
Modus Advisors, LLC
|
BUY
|
- |
279+ 34.88% |
$202K - $259K
|
1.08K
$891K
|
|
|
Apr 01, 2025
Q1 2025
|
Trust CO Of The South
Greensboro, NC |
BUY
|
- |
275+ 44.35% |
$200K - $256K
|
895
$739K
|
|
|
Apr 01, 2025
Q1 2025
|
Centre Asset Management, LLC
|
SELL
|
- |
-493- 7.17% |
$358K - $458K
|
6.38K
$5.27M
|
|
|
Apr 01, 2025
Q1 2025
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
477+ 37.86% |
$346K - $443K
|
1.74K
$1.43M
|
|
|
Apr 01, 2025
Q1 2025
|
Cullen Investment Group, Ltd.
Lafayette, LA |
SELL
|
- |
-142- 1.11% |
$103K - $132K
|
12.7K
$10.5M
|
|
| Q4 2024 | |||||||
|
Apr 04, 2025
Q4 2024
|
Agh Wealth Advisors, LLC
Wichita, KS |
BUY
|
- |
1.05KNew |
$762K - $977K
|
1.05K
$866K
|
|
|
Apr 02, 2025
Q4 2024
|
Picton Mahoney Asset Management
Toronto, A6 |
BUY
|
- |
31.9KNew |
$23.2M - $29.7M
|
31.9K
$26.3M
|
|
|
Apr 02, 2025
Q4 2024
|
Clark Asset Management, LLC
Stratham, NH |
BUY
|
- |
456New |
$332K - $425K
|
456
$377K
|
|
|
Apr 01, 2025
Q4 2024
|
Cornerstone Planning, LLC
Charlotte, NC |
BUY
|
- |
2.63KNew |
$1.91M - $2.45M
|
2.63K
$2.17M
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
155+ 10.97% |
$113K - $144K
|
1.57K
$1.3M
|
|
|
Apr 01, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-1.36K- 99.06% |
$991K - $1.27M
|
13
$10.7K
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
105KNew |
$76.1M - $97.5M
|
105K
$86.4M
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
6+ 0.19% |
$4.36K - $5.59K
|
3.19K
$2.64M
|
|
|
Mar 24, 2025
Q4 2024
|
Fulcrum Equity Management
|
SELL
|
- |
-232- 41.28% |
$169K - $216K
|
330
$273K
|
|
|
Mar 24, 2025
Q4 2024
|
Fire Capital Management LLC
San Francisco, CA |
BUY
|
- |
1.33KNew |
$969K - $1.24M
|
1.33K
$1.1M
|
|
|
Mar 21, 2025
Q4 2024
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
BUY
|
- |
447New |
$325K - $417K
|
447
$369K
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-51.7K- 99.32% |
$37.6M - $48.2M
|
356
$294K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
56New |
$40.7K - $52.2K
|
56
$46.3K
|
|
|
Mar 19, 2025
Q4 2024
|
Chancellor Financial Group Wb LP
Wilkes Barre, PA |
BUY
|
- |
1.09KNew |
$791K - $1.01M
|
1.09K
$899K
|
|
|
Mar 19, 2025
Q4 2024
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
29.2KNew |
$21.3M - $27.2M
|
29.2K
$24.1M
|
|
|
Mar 18, 2025
Q4 2024
|
Thoma Capital Management LLC
Towson, MD |
BUY
|
- |
1.06KNew |
$771K - $988K
|
1.06K
$875K
|
|
|
Mar 17, 2025
Q4 2024
|
Members Wealth LLC
Media, PA |
BUY
|
- |
820New |
$596K - $764K
|
820
$677K
|
|
|
Mar 17, 2025
Q4 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
11.3K+ 164.77% |
$8.2M - $10.5M
|
18.1K
$15M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-30.6K- 18.14% |
$22.3M - $28.5M
|
138K
$114M
|
|