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 17, 2025
Q1 2025
|
Strategic Advisors LLC
|
SELL
|
- |
-75- 4.22% |
$54.4K - $69.7K
|
1.7K
$1.53M
|
|
|
Apr 17, 2025
Q1 2025
|
Nbt Bank N A
|
BUY
|
- |
191+ 1.87% |
$139K - $178K
|
10.4K
$9.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
484+ 8.81% |
$351K - $450K
|
5.98K
$5.37M
|
|
|
Apr 17, 2025
Q1 2025
|
Demars Financial Group, LLC
|
BUY
|
- |
101K+ 19.4% |
$73M - $93.6M
|
620K
$557M
|
|
|
Apr 17, 2025
Q1 2025
|
Bfsg, LLC
|
BUY
|
- |
42+ 1.44% |
$30.5K - $39K
|
2.96K
$2.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Cardinal Capital Management
|
SELL
|
- |
-590- 2.07% |
$428K - $549K
|
27.9K
$25.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1- 0.17% |
$726 - $930
|
587
$528K
|
|
|
Apr 17, 2025
Q1 2025
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
28+ 1.52% |
$20.3K - $26K
|
1.88K
$1.69M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
777+ 14.14% |
$564K - $722K
|
6.27K
$5.64M
|
|
|
Apr 16, 2025
Q1 2025
|
Bellecapital International Ltd.
|
SELL
|
- |
-218- 9.82% |
$158K - $203K
|
2K
$1.8M
|
|
|
Apr 16, 2025
Q1 2025
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
307+ 13.79% |
$223K - $285K
|
2.53K
$2.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
93.2K+ 73.02% |
$67.6M - $86.7M
|
221K
$199M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
11.5K+ 17.21% |
$8.33M - $10.7M
|
78.2K
$70.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Granite Shares Advisors LLC
|
SELL
|
- |
-331- 9.56% |
$240K - $308K
|
3.13K
$2.81M
|
|
|
Apr 16, 2025
Q1 2025
|
Liberty Capital Management, Inc.
|
BUY
|
- |
125+ 5.56% |
$90.7K - $116K
|
2.38K
$2.14M
|
|
|
Apr 16, 2025
Q1 2025
|
Thomasville National Bank
|
SELL
|
- |
-74- 1.8% |
$53.7K - $68.8K
|
4.03K
$3.62M
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
BUY
|
- |
2.09K+ 17.9% |
$1.52M - $1.94M
|
13.8K
$12.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Legacy Trust
Grand Rapids, MI |
BUY
|
- |
19+ 1.67% |
$13.8K - $17.7K
|
1.16K
$1.04M
|
|
|
Apr 16, 2025
Q1 2025
|
Lilly Endowment Inc
Indianapolis, IN |
SELL
|
- |
-875K- 0.9% |
$635M - $814M
|
96M
$86.3B
|
|
|
Apr 16, 2025
Q1 2025
|
Rmr Wealth Builders
|
BUY
|
- |
231+ 4.93% |
$168K - $215K
|
4.92K
$4.42M
|
|
|
Apr 16, 2025
Q1 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
857+ 2.33% |
$622K - $797K
|
37.7K
$33.9M
|
|
|
Apr 16, 2025
Q1 2025
|
Sky Investment Group LLC
|
BUY
|
- |
5+ 0.34% |
$3.63K - $4.65K
|
1.48K
$1.33M
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
1.54K+ 8.5% |
$1.12M - $1.43M
|
19.7K
$17.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Paragon Capital Management LTD
|
BUY
|
- |
1+ 0.07% |
$726 - $930
|
1.42K
$1.28M
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-13- 0.92% |
$9.43K - $12.1K
|
1.4K
$1.26M
|
|
|
Apr 16, 2025
Q1 2025
|
Tobam
|
SELL
|
- |
-3.42K- 40.38% |
$2.48M - $3.18M
|
5.05K
$4.54M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.7K+ 9.91% |
$9.94M - $12.7M
|
152K
$137M
|
|
|
Apr 16, 2025
Q1 2025
|
Campbell Newman Asset Management Inc
|
SELL
|
- |
-4.4K- 7.37% |
$3.19M - $4.09M
|
55.3K
$49.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-970- 2.01% |
$704K - $902K
|
47.2K
$42.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
SELL
|
- |
-23- 5.48% |
$16.7K - $21.4K
|
397
$357K
|
|
|
Apr 16, 2025
Q1 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-16- 3.69% |
$11.6K - $14.9K
|
418
$376K
|
|
|
Apr 16, 2025
Q1 2025
|
New England Research & Management, Inc.
|
BUY
|
- |
310+ 12.91% |
$225K - $288K
|
2.71K
$2.44M
|
|
|
Apr 16, 2025
Q1 2025
|
Ipswich Investment Management Co., Inc.
|
SELL
|
- |
-395- 9.38% |
$287K - $367K
|
3.82K
$3.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-7- 8.14% |
$5.08K - $6.51K
|
79
$71K
|
|
|
Apr 16, 2025
Q1 2025
|
Cva Family Office, LLC
|
BUY
|
- |
192+ 7.08% |
$139K - $179K
|
2.91K
$2.61M
|
|
|
Apr 16, 2025
Q1 2025
|
Everhart Financial Group, Inc.
|
BUY
|
- |
792+ 15.92% |
$575K - $736K
|
5.77K
$5.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-50- 1.02% |
$36.3K - $46.5K
|
4.85K
$4.36M
|
|
|
Apr 16, 2025
Q1 2025
|
Powers Advisory Group, LLC
|
SELL
|
- |
-62- 2.64% |
$45K - $57.6K
|
2.29K
$2.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Rtd Financial Advisors, Inc.
|
BUY
|
- |
280New |
$203K - $260K
|
280
$252K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
SELL
|
- |
-79- 1.89% |
$57.3K - $73.4K
|
4.09K
$3.68M
|
|
|
Apr 16, 2025
Q1 2025
|
Puff Wealth Management, LLC
Haddonfield, NJ |
BUY
|
- |
286New |
$208K - $266K
|
286
$257K
|
|
|
Apr 16, 2025
Q1 2025
|
Relyea Zuckerberg Hanson LLC
|
BUY
|
- |
113+ 3.73% |
$82K - $105K
|
3.15K
$2.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-852- 5.96% |
$618K - $792K
|
13.5K
$12.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-835- 1.09% |
$606K - $776K
|
76.1K
$68.4M
|
|
|
Apr 16, 2025
Q1 2025
|
Pps&V Asset Management Consultants, Inc.
Portage, MI |
SELL
|
- |
-58- 4.43% |
$42.1K - $53.9K
|
1.25K
$1.13M
|
|
|
Apr 16, 2025
Q1 2025
|
Bensler, LLC
Bellevue, WA |
BUY
|
- |
1.52K+ 9.8% |
$1.1M - $1.41M
|
17K
$15.3M
|
|
|
Apr 16, 2025
Q1 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
46+ 5.88% |
$33.4K - $42.8K
|
828
$744K
|
|
|
Apr 16, 2025
Q1 2025
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
25+ 5.75% |
$18.1K - $23.2K
|
460
$414K
|
|
|
Apr 16, 2025
Q1 2025
|
Founders Grove Wealth Partners, LLC
Richmond, VA |
SELL
|
- |
-955- 4.27% |
$693K - $888K
|
21.4K
$19.2M
|
|
|
Apr 16, 2025
Q1 2025
|
West Branch Capital LLC
|
BUY
|
- |
611+ 11.92% |
$443K - $568K
|
5.74K
$5.16M
|