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 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-80- 7.33% |
$58.1K - $74.4K
|
1.01K
$910K
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
527+ 23.07% |
$382K - $490K
|
2.81K
$2.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
355+ 53.46% |
$258K - $330K
|
1.02K
$916K
|
|
|
Apr 24, 2025
Q1 2025
|
Little House Capital LLC
Braintree, MA |
BUY
|
- |
1.27K+ 34.92% |
$919K - $1.18M
|
4.89K
$4.4M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
187+ 3.39% |
$136K - $174K
|
5.7K
$5.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-1.12K- 55.82% |
$814K - $1.04M
|
888
$798K
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-37- 1.53% |
$26.9K - $34.4K
|
2.39K
$2.15M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
75+ 2.21% |
$54.4K - $69.7K
|
3.47K
$3.12M
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-1.03K- 36.92% |
$747K - $957K
|
1.76K
$1.58M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
323+ 8.84% |
$234K - $300K
|
3.98K
$3.57M
|
|
|
Apr 24, 2025
Q1 2025
|
Westfuller Advisors, LLC
New York, NY |
BUY
|
- |
317New |
$230K - $295K
|
317
$285K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
504+ 100.2% |
$366K - $469K
|
1.01K
$905K
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
23.9K+ 7.02% |
$17.3M - $22.2M
|
364K
$327M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-108- 5.88% |
$78.4K - $100K
|
1.73K
$1.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
48+ 15.43% |
$34.8K - $44.6K
|
359
$323K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-670- 8.46% |
$486K - $623K
|
7.25K
$6.51M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-288- 0.07% |
$209K - $268K
|
419K
$377M
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
40+ 0.42% |
$29K - $37.2K
|
9.65K
$8.67M
|
|
|
Apr 23, 2025
Q1 2025
|
Retirement Guys Formula LLC
|
BUY
|
- |
1.95KNew |
$1.42M - $1.82M
|
1.95K
$1.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Sheets Smith Wealth Management
|
BUY
|
- |
240+ 1.72% |
$174K - $223K
|
14.2K
$12.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
28+ 2.39% |
$20.3K - $26K
|
1.2K
$1.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
77+ 4.98% |
$55.9K - $71.6K
|
1.62K
$1.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-232- 2.37% |
$168K - $216K
|
9.54K
$8.58M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-57- 2.83% |
$41.4K - $53K
|
1.96K
$1.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-115- 0.91% |
$83.5K - $107K
|
12.5K
$11.3M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-472- 2.42% |
$343K - $439K
|
19K
$17.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
134+ 1.44% |
$97.2K - $125K
|
9.45K
$8.5M
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-68- 2.26% |
$49.3K - $63.2K
|
2.94K
$2.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
318+ 25.24% |
$231K - $296K
|
1.58K
$1.42M
|
|
|
Apr 23, 2025
Q1 2025
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-2.25K- 12.12% |
$1.63M - $2.09M
|
16.3K
$14.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
14+ 2.33% |
$10.2K - $13K
|
614
$552K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-65- 1.5% |
$47.2K - $60.4K
|
4.26K
$3.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-457- 8.86% |
$332K - $425K
|
4.7K
$4.23M
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
68+ 5.41% |
$49.3K - $63.2K
|
1.32K
$1.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
74+ 3.48% |
$53.7K - $68.8K
|
2.2K
$1.98M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-74- 2.87% |
$53.7K - $68.8K
|
2.51K
$2.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.71K- 41.06% |
$1.24M - $1.59M
|
2.45K
$2.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
70+ 0.84% |
$50.8K - $65.1K
|
8.38K
$7.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2+ 0.13% |
$1.45K - $1.86K
|
1.6K
$1.44M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.12K+ 213.91% |
$1.54M - $1.97M
|
3.11K
$2.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
1+ 0.07% |
$726 - $930
|
1.43K
$1.28M
|
|
|
Apr 23, 2025
Q1 2025
|
E&G Advisors, LP
|
SELL
|
- |
-300- 12.87% |
$218K - $279K
|
2.03K
$1.83M
|
|
|
Apr 23, 2025
Q1 2025
|
Adams Diversified Equity Fund, Inc.
|
SELL
|
- |
-7.8K- 15.67% |
$5.66M - $7.25M
|
42K
$37.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
38+ 1.53% |
$27.6K - $35.3K
|
2.52K
$2.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Lecap Asset Management LTD
London, X0 |
SELL
|
- |
-1.71K- 72.84% |
$1.24M - $1.59M
|
637
$573K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Wealth Management LLC
|
SELL
|
- |
-215- 7.53% |
$156K - $200K
|
2.64K
$2.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Ram Investment Partners, LLC
Bellevue, WA |
BUY
|
- |
25+ 6.39% |
$18.1K - $23.2K
|
416
$374K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
339New |
$246K - $315K
|
339
$305K
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-81- 20.72% |
$58.8K - $75.3K
|
310
$279K
|
|
|
Apr 23, 2025
Q1 2025
|
Mattern Capital Management, LLC
Lakewood, CO |
BUY
|
- |
5.71K+ 706.94% |
$4.14M - $5.3M
|
6.51K
$5.85M
|