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 |
---|---|---|---|---|---|---|---|
May 09, 2025
Q1 2025
|
Keynote Financial Services LLC
Vernon, CT |
BUY
|
- |
2+ 0.11% |
$1.45K - $1.86K
|
1.89K
$1.48M
|
|
May 09, 2025
Q1 2025
|
Greykasell Wealth Strategies, Inc.
Danville, CA |
SELL
|
- |
-13- 3.16% |
$9.43K - $12.1K
|
398
$313K
|
|
May 09, 2025
Q1 2025
|
Ontario Teachers Pension Plan Board
Toronto, A6 |
SELL
|
- |
-37.3K- 12.03% |
$27.1M - $34.7M
|
273K
$215M
|
|
May 09, 2025
Q1 2025
|
Blue Barn Wealth, LLC
|
BUY
|
- |
98+ 19.88% |
$71.1K - $91.1K
|
591
$465K
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-25- 7.72% |
$18.1K - $23.2K
|
299
$235K
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-9- 0.09% |
$6.53K - $8.37K
|
9.57K
$7.53M
|
|
May 09, 2025
Q1 2025
|
Keb Asset Management, LLC
Springfield, IL |
SELL
|
- |
-50- 9.42% |
$36.3K - $46.5K
|
481
$379K
|
|
May 09, 2025
Q1 2025
|
Charles Schwab Investment Management Inc
San Francisco, CA |
BUY
|
- |
221K+ 4.4% |
$161M - $206M
|
5.26M
$4.14B
|
|
May 09, 2025
Q1 2025
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
SELL
|
- |
-135- 3.86% |
$98K - $126K
|
3.37K
$2.65M
|
|
May 09, 2025
Q1 2025
|
Coign Capital Advisors LLC
Draper, UT |
SELL
|
- |
-6- 0.77% |
$4.35K - $5.58K
|
771
$607K
|
|
May 09, 2025
Q1 2025
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
BUY
|
- |
142KNew |
$103M - $132M
|
142K
$112M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.31K+ 12.25% |
$1.68M - $2.15M
|
21.2K
$16.7M
|
|
May 09, 2025
Q1 2025
|
Roof Eidam & Maycock
|
SELL
|
- |
-200- 15.75% |
$145K - $186K
|
1.07K
$842K
|
|
May 09, 2025
Q1 2025
|
Elgethun Capital Management
Sioux Falls, SD |
SELL
|
- |
-54- 0.22% |
$39.2K - $50.2K
|
24.6K
$19.4M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-54- 5.61% |
$39.2K - $50.2K
|
908
$715K
|
|
May 09, 2025
Q1 2025
|
Vera Bank, N.A.
|
SELL
|
- |
-750- 20.33% |
$544K - $697K
|
2.94K
$2.31M
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
SELL
|
- |
-574- 6.4% |
$417K - $534K
|
8.4K
$6.61M
|
|
May 09, 2025
Q1 2025
|
Maryland State Retirement & Pension System
|
SELL
|
- |
-5.74K- 13.26% |
$4.16M - $5.33M
|
37.5K
$29.5M
|
|
May 09, 2025
Q1 2025
|
Wambolt & Associates, LLC
|
SELL
|
- |
-21- 4.32% |
$15.2K - $19.5K
|
465
$366K
|
|
May 09, 2025
Q1 2025
|
Ironwood Investment Counsel, LLC
|
BUY
|
- |
88+ 2.53% |
$63.9K - $81.8K
|
3.57K
$2.81M
|
|
May 09, 2025
Q1 2025
|
Northwest Quadrant Wealth Management, LLC
|
BUY
|
- |
6+ 0.2% |
$4.35K - $5.58K
|
2.94K
$2.31M
|
|
May 09, 2025
Q1 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.43K+ 75.32% |
$1.04M - $1.33M
|
3.33K
$2.62M
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
200+ 10.48% |
$145K - $186K
|
2.11K
$1.66M
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
75+ 3.9% |
$54.4K - $69.7K
|
2K
$1.57M
|
|
May 09, 2025
Q1 2025
|
Evernest Financial Advisors, LLC
Carmel, IN |
BUY
|
- |
360+ 8.15% |
$261K - $335K
|
4.78K
$3.76M
|
|
May 09, 2025
Q1 2025
|
Curio Wealth, LLC
Annapolis, MD |
SELL
|
- |
-401- 99.26% |
$291K - $373K
|
3
$2.36K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
SELL
|
- |
-660K- 31.51% |
$479M - $614M
|
1.43M
$1.13B
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
PUT |
2.5K+ 17857.14% |
$1.81M - $2.32M
|
2.51K
$1.98M
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
478+ 40.3% |
$347K - $444K
|
1.66K
$1.31M
|
|
May 08, 2025
Q1 2025
|
Federated Hermes, Inc.
Pittsburgh, PA |
BUY
|
- |
10.1K+ 3.49% |
$7.31M - $9.36M
|
298K
$235M
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.6K- 7.11% |
$1.16M - $1.49M
|
20.9K
$16.5M
|
|
May 08, 2025
Q1 2025
|
S&Co Inc
Boston, MA |
BUY
|
- |
5.55K+ 90.83% |
$4.03M - $5.16M
|
11.7K
$9.18M
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
62+ 12.78% |
$45K - $57.6K
|
547
$430K
|
|
May 08, 2025
Q1 2025
|
Vestcor Inc
Fredericton, A3 |
SELL
|
- |
-7.47K- 16.32% |
$5.42M - $6.94M
|
38.3K
$30.1M
|
|
May 08, 2025
Q1 2025
|
Regions Financial Corp
|
SELL
|
- |
-18.2K- 4.85% |
$13.2M - $16.9M
|
357K
$281M
|
|
May 08, 2025
Q1 2025
|
First National Trust CO
|
SELL
|
- |
-624- 1.83% |
$453K - $580K
|
33.4K
$26.3M
|
|
May 08, 2025
Q1 2025
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
BUY
|
- |
832+ 167.07% |
$604K - $774K
|
1.33K
$1.05M
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
BUY
|
- |
18.1K+ 20.05% |
$13.1M - $16.8M
|
108K
$85.3M
|
|
May 08, 2025
Q1 2025
|
Tredje Ap Fonden
|
BUY
|
- |
16.5K+ 6.85% |
$11.9M - $15.3M
|
257K
$202M
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
156+ 2.42% |
$113K - $145K
|
6.6K
$5.2M
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
5.57K+ 82.57% |
$4.04M - $5.18M
|
12.3K
$9.69M
|
|
May 08, 2025
Q1 2025
|
Gables Capital Management Inc.
|
BUY
|
- |
164+ 6.67% |
$119K - $152K
|
2.62K
$2.06M
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-1.39K- 5.61% |
$1.01M - $1.29M
|
23.4K
$18.4M
|
|
May 08, 2025
Q1 2025
|
Dearborn Partners LLC
|
BUY
|
- |
180+ 3.64% |
$131K - $167K
|
5.12K
$4.03M
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-375- 2.34% |
$272K - $349K
|
15.7K
$12.3M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
BUY
|
- |
2K+ 4.02% |
$1.45M - $1.86M
|
51.7K
$40.7M
|
|
May 08, 2025
Q1 2025
|
Woodley Farra Manion Portfolio Management Inc
|
SELL
|
- |
-882- 2.61% |
$640K - $820K
|
32.9K
$25.9M
|
|
May 08, 2025
Q1 2025
|
Excalibur Management Corp
|
BUY
|
- |
2+ 0.14% |
$1.45K - $1.86K
|
1.47K
$1.16M
|
|
May 08, 2025
Q1 2025
|
Nicholas Company, Inc.
|
BUY
|
- |
11.5K+ 15.83% |
$8.34M - $10.7M
|
84.1K
$66.2M
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-924- 12.27% |
$671K - $859K
|
6.61K
$5.2M
|