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 21, 2025
Q1 2025
|
Aspiriant, LLC
|
BUY
|
- |
17+ 2.66% |
$12.3K - $15.8K
|
656
$590K
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
1.23K+ 69.85% |
$891K - $1.14M
|
2.99K
$2.68M
|
|
Apr 21, 2025
Q1 2025
|
Builder Investment Group Inc /Adv
Atlanta, GA |
SELL
|
- |
-422- 1.54% |
$306K - $392K
|
26.9K
$24.2M
|
|
Apr 21, 2025
Q1 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
208+ 17.88% |
$151K - $193K
|
1.37K
$1.23M
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
BUY
|
- |
337+ 10.42% |
$245K - $313K
|
3.57K
$3.21M
|
|
Apr 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-115- 3.81% |
$83.5K - $107K
|
2.91K
$2.61M
|
|
Apr 21, 2025
Q1 2025
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
19+ 6.35% |
$13.8K - $17.7K
|
318
$286K
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-6- 0.31% |
$4.35K - $5.58K
|
1.9K
$1.71M
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
514New |
$373K - $478K
|
514
$462K
|
|
Apr 21, 2025
Q1 2025
|
Green Square Capital Advisors LLC
|
SELL
|
- |
-63- 9.26% |
$45.7K - $58.6K
|
617
$555K
|
|
Apr 21, 2025
Q1 2025
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-214- 3.35% |
$155K - $199K
|
6.17K
$5.54M
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-300- 0.87% |
$218K - $279K
|
34.3K
$30.8M
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
PUT |
3KNew |
$2.18M - $2.79M
|
3K
$2.7M
|
|
Apr 21, 2025
Q1 2025
|
Davidson Capital Management Inc.
Corpus Christi, TX |
SELL
|
- |
-372- 8.66% |
$270K - $346K
|
3.93K
$3.53M
|
|
Apr 21, 2025
Q1 2025
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
14+ 2.46% |
$10.2K - $13K
|
584
$525K
|
|
Apr 21, 2025
Q1 2025
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
2.05KNew |
$1.49M - $1.91M
|
2.05K
$1.84M
|
|
Apr 21, 2025
Q1 2025
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-134- 1.63% |
$97.2K - $125K
|
8.09K
$7.28M
|
|
Apr 21, 2025
Q1 2025
|
Boston Trust Walden Corp
|
BUY
|
- |
40+ 1.23% |
$29K - $37.2K
|
3.28K
$2.95M
|
|
Apr 21, 2025
Q1 2025
|
Wealthspan Partners, LLC
Davenport, IA |
BUY
|
- |
2+ 0.1% |
$1.45K - $1.86K
|
2.1K
$1.88M
|
|
Apr 21, 2025
Q1 2025
|
Lumbard & Kellner, LLC
Hollis, NH |
SELL
|
- |
-573- 18.53% |
$416K - $533K
|
2.52K
$2.27M
|
|
Apr 21, 2025
Q1 2025
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
124+ 5.21% |
$90K - $115K
|
2.5K
$2.25M
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-3.02K- 6.38% |
$2.19M - $2.81M
|
44.3K
$39.8M
|
|
Apr 21, 2025
Q1 2025
|
Duncan Williams Asset Management, LLC
Memphis, TN |
BUY
|
- |
253New |
$184K - $235K
|
253
$227K
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-2.72K- 62.96% |
$1.98M - $2.53M
|
1.6K
$1.44M
|
|
Apr 21, 2025
Q1 2025
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
SELL
|
- |
-249- 10.72% |
$181K - $232K
|
2.07K
$1.86M
|
|
Apr 21, 2025
Q1 2025
|
Hamilton Capital Partners, LLC
Atlanta, GA |
SELL
|
- |
-6.1K- 91.04% |
$4.43M - $5.68M
|
601
$540K
|
|
Apr 21, 2025
Q1 2025
|
Janney Capital Management LLC
|
BUY
|
- |
3.93K+ 50.57% |
$2.85M - $3.65M
|
11.7K
$10.5M
|
|
Apr 21, 2025
Q1 2025
|
Harrell Investment Partners, LLC
Austin, TX |
BUY
|
- |
184+ 34.46% |
$134K - $171K
|
718
$645K
|
|
Apr 21, 2025
Q1 2025
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
81+ 1.34% |
$58.8K - $75.3K
|
6.15K
$5.52M
|
|
Apr 21, 2025
Q1 2025
|
Plimoth Trust CO LLC
|
BUY
|
- |
2.54K+ 48.23% |
$1.84M - $2.36M
|
7.81K
$7.02M
|
|
Apr 21, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
309+ 12.48% |
$224K - $287K
|
2.78K
$2.5M
|
|
Apr 21, 2025
Q1 2025
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
BUY
|
- |
69+ 5.62% |
$50.1K - $64.2K
|
1.3K
$1.17M
|
|
Apr 21, 2025
Q1 2025
|
United Advisor Group, LLC
Cincinnati, OH |
BUY
|
- |
133+ 32.28% |
$96.5K - $124K
|
545
$490K
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-550- 33.74% |
$399K - $511K
|
1.08K
$971K
|
|
Apr 21, 2025
Q1 2025
|
Townsend Asset Management Corp
|
SELL
|
- |
-90- 3.8% |
$65.3K - $83.7K
|
2.28K
$2.05M
|
|
Apr 21, 2025
Q1 2025
|
Advisory Resource Group
|
BUY
|
- |
41+ 2.17% |
$29.8K - $38.1K
|
1.93K
$1.74M
|
|
Apr 21, 2025
Q1 2025
|
E Rn Financial, LLC
|
SELL
|
- |
-13- 0.85% |
$9.43K - $12.1K
|
1.51K
$1.36M
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-38- 0.74% |
$27.6K - $35.3K
|
5.07K
$4.56M
|
|
Apr 21, 2025
Q1 2025
|
Autumn Glory Partners, LLC
|
BUY
|
- |
12+ 1.74% |
$8.71K - $11.2K
|
703
$632K
|
|
Apr 21, 2025
Q1 2025
|
Norris Perne & French LLP
Grand Rapids, MI |
BUY
|
- |
20+ 4.48% |
$14.5K - $18.6K
|
466
$419K
|
|
Apr 21, 2025
Q1 2025
|
Strategic Point Investment Advisors, LLC
Providence, RI |
BUY
|
- |
258New |
$187K - $240K
|
258
$232K
|
|
Apr 21, 2025
Q1 2025
|
Brady Martz Wealth Solutions, LLC
Grand Forks, ND |
SELL
|
- |
-344- 30.23% |
$250K - $320K
|
794
$714K
|
|
Apr 21, 2025
Q1 2025
|
Compass Capital Corp /Ma/ /Adv
Braintree, MA |
SELL
|
- |
-99- 3.7% |
$71.8K - $92K
|
2.58K
$2.31M
|
|
Apr 21, 2025
Q1 2025
|
Clg LLC
Long Beach, CA |
BUY
|
- |
249New |
$181K - $232K
|
249
$224K
|
|
Apr 21, 2025
Q1 2025
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
209+ 3.22% |
$152K - $194K
|
6.7K
$6.02M
|
|
Apr 21, 2025
Q1 2025
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-100- 6.25% |
$72.6K - $93K
|
1.5K
$1.35M
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-2.16K- 4.06% |
$1.57M - $2.01M
|
51K
$45.9M
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
185+ 3.52% |
$134K - $172K
|
5.44K
$4.89M
|
|
Apr 21, 2025
Q1 2025
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-104- 6.68% |
$75.5K - $96.7K
|
1.45K
$1.31M
|
|
Apr 21, 2025
Q1 2025
|
True Link Financial Advisors, LLC
|
SELL
|
- |
-526- 64.22% |
$382K - $489K
|
293
$263K
|