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 23, 2025
Q1 2025
|
Kpp Advisory Services LLC
Louisville, KY |
BUY
|
- |
35+ 1.12% |
$25.4K - $32.5K
|
3.17K
$2.85M
|
|
|
Apr 23, 2025
Q1 2025
|
Pds Planning, Inc
|
BUY
|
- |
796+ 13.43% |
$578K - $740K
|
6.72K
$6.04M
|
|
|
Apr 23, 2025
Q1 2025
|
High Mark Wealth Management LLC
|
SELL
|
- |
-37- 2.1% |
$26.9K - $34.4K
|
1.73K
$1.55M
|
|
|
Apr 23, 2025
Q1 2025
|
Nadler Financial Group, Inc.
|
SELL
|
- |
-229- 8.35% |
$166K - $213K
|
2.51K
$2.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Bank Of Stockton
|
BUY
|
- |
7+ 1.47% |
$5.08K - $6.51K
|
484
$435K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-184- 9.06% |
$134K - $171K
|
1.85K
$1.66M
|
|
|
Apr 23, 2025
Q1 2025
|
Kraft, Davis & Associates, LLC
St. Louis, MO |
SELL
|
- |
-68- 18.84% |
$49.3K - $63.2K
|
293
$263K
|
|
|
Apr 23, 2025
Q1 2025
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
287New |
$208K - $267K
|
287
$258K
|
|
|
Apr 23, 2025
Q1 2025
|
Mfg Wealth Management, Inc.
Indianapolis, IN |
SELL
|
- |
-15- 0.55% |
$10.9K - $13.9K
|
2.72K
$2.45M
|
|
|
Apr 22, 2025
Q1 2025
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
21+ 0.22% |
$15.2K - $19.5K
|
9.66K
$8.68M
|
|
|
Apr 22, 2025
Q1 2025
|
Covea Finance
|
BUY
|
- |
31.1KNew |
$22.6M - $28.9M
|
31.1K
$28M
|
|
|
Apr 22, 2025
Q1 2025
|
Carret Asset Management, LLC
|
BUY
|
- |
36+ 0.69% |
$26.1K - $33.5K
|
5.26K
$4.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Mayport, LLC
|
BUY
|
- |
279+ 45.51% |
$202K - $259K
|
892
$802K
|
|
|
Apr 22, 2025
Q1 2025
|
Perfromance Wealth Partners, LLC
|
SELL
|
- |
-36.1K- 51.51% |
$26.2M - $33.6M
|
34K
$30.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Appleton Partners Inc
|
SELL
|
- |
-162- 3.34% |
$118K - $151K
|
4.69K
$4.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Norway Savings Bank
|
SELL
|
- |
-249- 4.77% |
$181K - $232K
|
4.97K
$4.47M
|
|
|
Apr 22, 2025
Q1 2025
|
Gam Holding Ag
|
BUY
|
- |
1.9K+ 5.69% |
$1.38M - $1.77M
|
35.4K
$31.8M
|
|
|
Apr 22, 2025
Q1 2025
|
Stonegate Investment Group, LLC
Birmingham, AL |
BUY
|
- |
456+ 0.81% |
$331K - $424K
|
56.7K
$51M
|
|
|
Apr 22, 2025
Q1 2025
|
Petra Financial Advisors Inc
Colorado Srpings, CO |
BUY
|
- |
440New |
$319K - $409K
|
440
$396K
|
|
|
Apr 22, 2025
Q1 2025
|
Retirement Planning Group, LLC / Ny
Malta, NY |
BUY
|
- |
2+ 0.28% |
$1.45K - $1.86K
|
706
$635K
|
|
|
Apr 22, 2025
Q1 2025
|
Ccg Wealth Management, LLC
|
BUY
|
- |
40+ 7.78% |
$29K - $37.2K
|
554
$498K
|
|
|
Apr 22, 2025
Q1 2025
|
Everence Capital Management Inc
|
SELL
|
- |
-60- 0.27% |
$43.5K - $55.8K
|
22.3K
$20M
|
|
|
Apr 22, 2025
Q1 2025
|
Aspire Private Capital, LLC
|
BUY
|
- |
156+ 7.29% |
$113K - $145K
|
2.3K
$2.06M
|
|
|
Apr 22, 2025
Q1 2025
|
Marietta Wealth Management, LLC
|
BUY
|
- |
344+ 2.67% |
$250K - $320K
|
13.2K
$11.9M
|
|
|
Apr 22, 2025
Q1 2025
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
306+ 37.92% |
$222K - $284K
|
1.11K
$1M
|
|
|
Apr 22, 2025
Q1 2025
|
Suncoast Equity Management
|
BUY
|
- |
1.62K+ 3.88% |
$1.18M - $1.51M
|
43.4K
$39M
|
|
|
Apr 22, 2025
Q1 2025
|
Sawyer & Company, Inc
|
SELL
|
- |
-224- 1.84% |
$163K - $208K
|
11.9K
$10.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
2.29K+ 21.43% |
$1.66M - $2.13M
|
13K
$11.7M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
BUY
|
- |
1.14K+ 48.8% |
$829K - $1.06M
|
3.49K
$3.13M
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Asset Management LLC
|
BUY
|
- |
1+ 0.15% |
$726 - $930
|
650
$584K
|
|
|
Apr 22, 2025
Q1 2025
|
Bernardo Wealth Planning LLC
|
BUY
|
- |
276New |
$200K - $257K
|
276
$248K
|
|
|
Apr 22, 2025
Q1 2025
|
Tower View Investment Management & Research LLC
|
SELL
|
- |
-59- 0.58% |
$42.8K - $54.9K
|
10.1K
$9.04M
|
|
|
Apr 22, 2025
Q1 2025
|
Rfp Financial Group LLC
Atlanta, GA |
SELL
|
- |
-265- 22.16% |
$192K - $246K
|
931
$837K
|
|
|
Apr 22, 2025
Q1 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-200- 16.81% |
$145K - $186K
|
990
$890K
|
|
|
Apr 22, 2025
Q1 2025
|
Nilsine Partners, LLC
Greenwood Village, CO |
BUY
|
- |
272+ 2.28% |
$197K - $253K
|
12.2K
$11M
|
|
|
Apr 22, 2025
Q1 2025
|
Cullinan Associates Inc
|
BUY
|
- |
315+ 3.48% |
$229K - $293K
|
9.37K
$8.42M
|
|
|
Apr 22, 2025
Q1 2025
|
Intact Investment Management Inc.
Montreal, A8 |
BUY
|
- |
230+ 9.43% |
$167K - $214K
|
2.67K
$2.4M
|
|
|
Apr 22, 2025
Q1 2025
|
First American Bank
Dundee, IL |
SELL
|
- |
-398- 0.72% |
$289K - $370K
|
54.7K
$49.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Inlight Wealth Management, LLC
Atlanta, GA |
BUY
|
- |
4New |
$2.9K - $3.72K
|
4
$3.6K
|
|
|
Apr 22, 2025
Q1 2025
|
Burt Wealth Advisors
|
BUY
|
- |
227+ 10.38% |
$165K - $211K
|
2.41K
$2.17M
|
|
|
Apr 22, 2025
Q1 2025
|
Fishman Jay A LTD
Troy, MI |
SELL
|
- |
-152- 3.7% |
$110K - $141K
|
3.95K
$3.55M
|
|
|
Apr 22, 2025
Q1 2025
|
Sivik Global Healthcare LLC
Greenwich, CT |
SELL
|
- |
-6K- 40.0% |
$4.35M - $5.58M
|
9K
$8.09M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
223+ 20.14% |
$162K - $207K
|
1.33K
$1.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Union Savings Bank
Litchfield, CT |
SELL
|
- |
-45- 2.29% |
$32.7K - $41.8K
|
1.92K
$1.73M
|
|
|
Apr 22, 2025
Q1 2025
|
Heartland Bank & Trust CO
|
BUY
|
- |
340+ 7.32% |
$247K - $316K
|
4.99K
$4.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
5+ 0.71% |
$3.63K - $4.65K
|
714
$642K
|
|
|
Apr 22, 2025
Q1 2025
|
Cyr Financial Inc.
Hennepin, IL |
BUY
|
- |
91+ 12.47% |
$66K - $84.6K
|
821
$738K
|
|
|
Apr 22, 2025
Q1 2025
|
Shum Financial Group, Inc.
Alameda, CA |
SELL
|
- |
-39- 2.3% |
$28.3K - $36.3K
|
1.66K
$1.49M
|
|
|
Apr 22, 2025
Q1 2025
|
David Katz
Matrix Asset Advisors Inc
|
BUY
|
- |
38+ 12.58% |
$27.6K - $35.3K
|
340
$306K
|
|
|
Apr 22, 2025
Q1 2025
|
Mps Loria Financial Planners, LLC
|
SELL
|
- |
-5- 0.72% |
$3.63K - $4.65K
|
686
$617K
|