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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2024
Q3 2024
|
Symphony Financial Services, Inc.
Akron, OH |
BUY
|
- |
176+ 19.73% |
$136K - $169K
|
1.07K
$850K
|
|
|
Nov 12, 2024
Q3 2024
|
Free Gulliver LLC
New Orleans, LA |
BUY
|
- |
260New |
$201K - $250K
|
260
$207K
|
|
|
Nov 12, 2024
Q3 2024
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
BUY
|
- |
237New |
$183K - $228K
|
237
$189K
|
|
|
Nov 12, 2024
Q3 2024
|
Hamilton Point Investment Advisors, LLC
|
SELL
|
- |
-199- 3.77% |
$154K - $191K
|
5.08K
$4.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-10- 0.24% |
$7.72K - $9.6K
|
4.1K
$3.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Fi3 Financial Advisors, LLC
|
BUY
|
- |
22+ 0.15% |
$17K - $21.1K
|
14.9K
$11.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Oxford Financial Group LTD
Indianapolis, IN |
SELL
|
- |
-4.08K- 1.64% |
$3.15M - $3.92M
|
245K
$195M
|
|
|
Nov 12, 2024
Q3 2024
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
SELL
|
- |
-1.84K- 4.18% |
$1.42M - $1.77M
|
42.2K
$33.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Fox Run Management, L.L.C.
Greenwich, CT |
BUY
|
- |
692New |
$534K - $664K
|
692
$551K
|
|
|
Nov 12, 2024
Q3 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-41- 0.49% |
$31.7K - $39.4K
|
8.29K
$6.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Algert Global LLC
San Francisco, CA |
BUY
|
- |
10.4K+ 2059.92% |
$8.02M - $9.97M
|
10.9K
$8.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
SELL
|
- |
-109- 18.29% |
$84.2K - $105K
|
487
$387K
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
6+ 0.57% |
$4.63K - $5.76K
|
1.06K
$847K
|
|
|
Nov 12, 2024
Q3 2024
|
Canopy Partners, LLC
Terrace Park, OH |
SELL
|
- |
-13- 1.18% |
$10K - $12.5K
|
1.09K
$865K
|
|
|
Nov 12, 2024
Q3 2024
|
Beacon Financial Group
|
BUY
|
- |
137+ 13.89% |
$106K - $132K
|
1.12K
$894K
|
|
|
Nov 12, 2024
Q3 2024
|
First American Trust, Fsb
|
BUY
|
- |
437+ 1.5% |
$337K - $420K
|
29.5K
$23.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
9+ 0.1% |
$6.95K - $8.64K
|
9.28K
$7.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Camden Capital, LLC
|
BUY
|
- |
641+ 30.52% |
$495K - $615K
|
2.74K
$2.18M
|
|
|
Nov 12, 2024
Q3 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
7+ 0.78% |
$5.4K - $6.72K
|
899
$715K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-300- 1.98% |
$232K - $288K
|
14.8K
$11.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
7+ 0.85% |
$5.4K - $6.72K
|
829
$660K
|
|
|
Nov 12, 2024
Q3 2024
|
Alpha Dna Investment Management LLC
Columbia, MD |
BUY
|
- |
322New |
$249K - $309K
|
322
$256K
|
|
|
Nov 12, 2024
Q3 2024
|
Marietta Investment Partners LLC
Milwaukee, WI |
SELL
|
- |
-207- 2.54% |
$160K - $199K
|
7.94K
$6.32M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
69+ 1.25% |
$53.3K - $66.2K
|
5.57K
$4.43M
|
|
|
Nov 12, 2024
Q3 2024
|
Icw Investment Advisors LLC
Scottsdale, AZ |
BUY
|
- |
43+ 8.9% |
$33.2K - $41.3K
|
526
$419K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
271+ 45.24% |
$209K - $260K
|
870
$692K
|
|
|
Nov 12, 2024
Q3 2024
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
BUY
|
- |
110+ 2.84% |
$84.9K - $106K
|
3.98K
$3.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
16.6K+ 2.74% |
$12.8M - $15.9M
|
622K
$495M
|
|
|
Nov 12, 2024
Q3 2024
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
115+ 11.2% |
$88.8K - $110K
|
1.14K
$909K
|
|
|
Nov 12, 2024
Q3 2024
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
561+ 12.71% |
$433K - $539K
|
4.98K
$3.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Garner Asset Management Corp
|
SELL
|
- |
-20- 3.7% |
$15.4K - $19.2K
|
520
$414K
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
84+ 3.54% |
$64.9K - $80.6K
|
2.46K
$1.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
5.36K+ 87.95% |
$4.14M - $5.15M
|
11.5K
$9.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-12- 0.05% |
$9.27K - $11.5K
|
24.8K
$19.7M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealth Dimensions Group, Ltd.
|
BUY
|
- |
81+ 2.55% |
$62.5K - $77.8K
|
3.26K
$2.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Marco Investment Management LLC
|
SELL
|
- |
-66- 3.12% |
$51K - $63.4K
|
2.05K
$1.63M
|
|
|
Nov 12, 2024
Q3 2024
|
Pekin Hardy Strauss, Inc.
|
BUY
|
- |
180+ 13.27% |
$139K - $173K
|
1.54K
$1.22M
|
|
|
Nov 12, 2024
Q3 2024
|
Hartford Funds Management CO LLC
Wayne, PA |
BUY
|
- |
55+ 4.04% |
$42.5K - $52.8K
|
1.42K
$1.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
22K+ 19.38% |
$17M - $21.1M
|
135K
$108M
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
718+ 10.51% |
$554K - $689K
|
7.55K
$6.01M
|
|
|
Nov 12, 2024
Q3 2024
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
26+ 11.76% |
$20.1K - $25K
|
247
$197K
|
|
|
Nov 12, 2024
Q3 2024
|
Draper Asset Management, LLC
Smithtown, NY |
SELL
|
- |
-1.27K- 21.67% |
$984K - $1.22M
|
4.61K
$3.66M
|
|
|
Nov 12, 2024
Q3 2024
|
Westfield Capital Management CO LP
Boston, MA |
SELL
|
- |
-3.45K- 11.58% |
$2.67M - $3.31M
|
26.4K
$21M
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
24+ 0.82% |
$18.5K - $23K
|
2.94K
$2.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Fairscale Capital, LLC
Nashua, NH |
SELL
|
- |
-10- 1.83% |
$7.72K - $9.6K
|
537
$427K
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-754- 13.16% |
$582K - $724K
|
4.98K
$3.96M
|
|
|
Nov 12, 2024
Q3 2024
|
New Mexico Educational Retirement Board
|
SELL
|
- |
-1.2K- 2.98% |
$927K - $1.15M
|
39K
$31M
|
|
|
Nov 12, 2024
Q3 2024
|
Hemington Wealth Management
|
SELL
|
- |
-33- 3.7% |
$25.5K - $31.7K
|
858
$683K
|
|
|
Nov 12, 2024
Q3 2024
|
Fortem Financial Group, LLC
|
BUY
|
- |
390+ 23.67% |
$301K - $374K
|
2.04K
$1.62M
|
|
|
Nov 12, 2024
Q3 2024
|
Pinnacle Wealth Management, LLC
|
BUY
|
- |
1.32KNew |
$1.02M - $1.27M
|
1.32K
$1.05M
|