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 14, 2025
Q1 2025
|
Bennett Selby Investments LP
|
BUY
|
- |
362+ 60.33% |
$263K - $337K
|
962
$865K
|
|
Apr 14, 2025
Q1 2025
|
Pfw Advisors LLC
Atlanta, GA |
SELL
|
- |
-3- 0.35% |
$2.18K - $2.79K
|
855
$769K
|
|
Apr 14, 2025
Q1 2025
|
Hickory Point Bank & Trust
Decatur, IL |
BUY
|
- |
256New |
$186K - $238K
|
256
$230K
|
|
Apr 14, 2025
Q1 2025
|
Wedge Capital Management L L P
|
BUY
|
- |
90+ 13.89% |
$65.3K - $83.7K
|
738
$663K
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-167- 3.29% |
$121K - $155K
|
4.91K
$4.41M
|
|
Apr 14, 2025
Q1 2025
|
25 LLC
St. Louis, MO |
BUY
|
- |
21+ 6.89% |
$15.2K - $19.5K
|
326
$293K
|
|
Apr 14, 2025
Q1 2025
|
Cgc Financial Services, LLC
Lake Oswego, OR |
BUY
|
- |
102+ 2550.0% |
$74K - $94.8K
|
106
$95.3K
|
|
Apr 14, 2025
Q1 2025
|
Capital Investment Advisors, LLC
|
BUY
|
- |
1.08K+ 4.06% |
$781K - $1M
|
27.6K
$24.8M
|
|
Apr 14, 2025
Q1 2025
|
Abacus Planning Group, Inc.
|
BUY
|
- |
79+ 3.28% |
$57.3K - $73.4K
|
2.49K
$2.24M
|
|
Apr 14, 2025
Q1 2025
|
Single Point Partners, LLC
|
SELL
|
- |
-24- 7.36% |
$17.4K - $22.3K
|
302
$271K
|
|
Apr 14, 2025
Q1 2025
|
Cherrydale Wealth Management, LLC
|
SELL
|
- |
-6- 0.81% |
$4.35K - $5.58K
|
735
$661K
|
|
Apr 14, 2025
Q1 2025
|
First Citizens Bank & Trust CO
|
BUY
|
- |
237+ 1.76% |
$172K - $220K
|
13.7K
$12.3M
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-26- 7.54% |
$18.9K - $24.2K
|
319
$287K
|
|
Apr 14, 2025
Q1 2025
|
Mc Donough Capital Management, Inc
Orlando, FL |
BUY
|
- |
118+ 18.85% |
$85.6K - $110K
|
744
$669K
|
|
Apr 14, 2025
Q1 2025
|
Sherman Asset Management, Inc.
Ventura, CA |
SELL
|
- |
-5.15K- 85.62% |
$3.74M - $4.79M
|
865
$778K
|
|
Apr 14, 2025
Q1 2025
|
Baldwin Brothers LLC
|
BUY
|
- |
12+ 0.53% |
$8.71K - $11.2K
|
2.28K
$2.05M
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-6- 8.57% |
$4.35K - $5.58K
|
64
$57.5K
|
|
Apr 14, 2025
Q1 2025
|
Greystone Financial Group, LLC
|
BUY
|
- |
61+ 7.13% |
$44.3K - $56.7K
|
916
$823K
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-276- 1.15% |
$200K - $257K
|
23.7K
$21.3M
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-44- 0.91% |
$31.9K - $40.9K
|
4.78K
$4.29M
|
|
Apr 14, 2025
Q1 2025
|
New Square Capital LLC
|
BUY
|
- |
165+ 89.19% |
$120K - $153K
|
350
$315K
|
|
Apr 14, 2025
Q1 2025
|
Strategic Wealth Investment Group, LLC
|
SELL
|
- |
-641- 51.16% |
$465K - $596K
|
612
$550K
|
|
Apr 14, 2025
Q1 2025
|
Centricity Wealth Management, LLC
Westerville, OH |
SELL
|
- |
-3- 0.36% |
$2.18K - $2.79K
|
823
$740K
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
BUY
|
- |
304+ 6.71% |
$221K - $283K
|
4.83K
$4.34M
|
|
Apr 14, 2025
Q1 2025
|
Wiser Wealth Management, Inc
|
BUY
|
- |
22+ 7.48% |
$16K - $20.5K
|
316
$284K
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-1.58K- 11.35% |
$1.14M - $1.46M
|
12.3K
$11.1M
|
|
Apr 14, 2025
Q1 2025
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.54K+ 37.0% |
$1.84M - $2.36M
|
9.4K
$8.45M
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
276+ 10.89% |
$200K - $257K
|
2.81K
$2.53M
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-410- 1.73% |
$298K - $381K
|
23.3K
$20.9M
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
2.66K+ 15.51% |
$1.93M - $2.47M
|
19.8K
$17.8M
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.7K+ 26.19% |
$2.69M - $3.44M
|
17.8K
$16M
|
|
Apr 14, 2025
Q1 2025
|
Chicago Trust CO Na
|
SELL
|
- |
-84- 1.34% |
$61K - $78.1K
|
6.17K
$5.54M
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
57+ 0.53% |
$41.4K - $53K
|
10.8K
$9.7M
|
|
Apr 14, 2025
Q1 2025
|
Great Waters Wealth Management
Minneapolis, MN |
SELL
|
- |
-102- 11.7% |
$74K - $94.8K
|
770
$692K
|
|
Apr 14, 2025
Q1 2025
|
Harbor Capital Advisors, Inc.
|
SELL
|
- |
-2.95K- 19.6% |
$2.14M - $2.74M
|
12.1K
$10.9M
|
|
Apr 14, 2025
Q1 2025
|
Investment Advisory Group, LLC
|
BUY
|
- |
79+ 10.3% |
$57.3K - $73.4K
|
846
$761K
|
|
Apr 14, 2025
Q1 2025
|
Octavia Wealth Advisors, LLC
|
SELL
|
- |
-41- 5.58% |
$29.8K - $38.1K
|
694
$624K
|
|
Apr 14, 2025
Q1 2025
|
Parisi Gray Wealth Management
|
BUY
|
- |
689+ 12.15% |
$500K - $641K
|
6.36K
$5.72M
|
|
Apr 14, 2025
Q1 2025
|
Yousif Capital Management, LLC
|
SELL
|
- |
-1.17K- 1.4% |
$850K - $1.09M
|
82.2K
$73.9M
|
|
Apr 14, 2025
Q1 2025
|
Regatta Capital Group, LLC
El Segundo, CA |
BUY
|
- |
20+ 2.22% |
$14.5K - $18.6K
|
919
$826K
|
|
Apr 14, 2025
Q1 2025
|
Midland Wealth Advisors LLC
Rockford, IL |
SELL
|
- |
-164- 5.23% |
$119K - $152K
|
2.97K
$2.67M
|
|
Apr 14, 2025
Q1 2025
|
International Private Wealth Advisors LLC
San Diego, CA |
SELL
|
- |
-44- 3.55% |
$31.9K - $40.9K
|
1.2K
$1.08M
|
|
Apr 14, 2025
Q1 2025
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
BUY
|
- |
190+ 45.35% |
$138K - $177K
|
609
$547K
|
|
Apr 14, 2025
Q1 2025
|
Everest Management Corp.
Cupertino, CA |
BUY
|
- |
48+ 12.7% |
$34.8K - $44.6K
|
426
$383K
|
|
Apr 14, 2025
Q1 2025
|
Tounjian Advisory Partners, LLC
Fort Myers, FL |
BUY
|
- |
4.63KNew |
$3.36M - $4.3M
|
4.63K
$4.16M
|
|
Apr 14, 2025
Q1 2025
|
Ayrshire Capital Management LLC
|
BUY
|
- |
145+ 1.89% |
$105K - $135K
|
7.83K
$7.04M
|
|
Apr 14, 2025
Q1 2025
|
Simplicity Wealth,Llc
|
BUY
|
- |
2.92K+ 114.89% |
$2.12M - $2.71M
|
5.46K
$4.9M
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-9- 1.71% |
$6.53K - $8.37K
|
516
$464K
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
93+ 2.22% |
$67.5K - $86.5K
|
4.27K
$3.84M
|
|
Apr 14, 2025
Q1 2025
|
Madden Securities Corp
|
SELL
|
- |
-65- 0.73% |
$47.2K - $60.4K
|
8.83K
$7.93M
|