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 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-439- 1.19% |
$339K - $421K
|
36.3K
$28.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
811+ 258.28% |
$626K - $779K
|
1.13K
$893K
|
|
|
Nov 04, 2024
Q3 2024
|
Kampmann Melissa S.
Wausau, WI |
SELL
|
- |
-240- 2.4% |
$185K - $230K
|
9.75K
$7.74M
|
|
|
Nov 04, 2024
Q3 2024
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
37+ 1.19% |
$28.6K - $35.5K
|
3.14K
$2.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Round Rock Advisors, LLC
|
SELL
|
- |
-11- 2.61% |
$8.49K - $10.6K
|
411
$326K
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-10- 2.75% |
$7.72K - $9.6K
|
353
$280K
|
|
|
Nov 04, 2024
Q3 2024
|
Guerra Pan Advisors, LLC
Montclair, NJ |
BUY
|
- |
9+ 2.47% |
$6.95K - $8.64K
|
374
$297K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
916+ 4.19% |
$707K - $879K
|
22.8K
$18.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Alan B. Lancz & Associates, Inc.
Toledo, OH |
BUY
|
- |
25+ 1.47% |
$19.3K - $24K
|
1.73K
$1.37M
|
|
|
Nov 04, 2024
Q3 2024
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
SELL
|
- |
-83- 13.22% |
$64.1K - $79.7K
|
545
$433K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.48K+ 276.59% |
$1.14M - $1.42M
|
2.01K
$1.6M
|
|
|
Nov 04, 2024
Q3 2024
|
Lipe & Dalton
|
SELL
|
- |
-11- 19.64% |
$8.49K - $10.6K
|
45
$35.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
138+ 2.05% |
$107K - $132K
|
6.87K
$5.46M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
844+ 8.97% |
$652K - $810K
|
10.3K
$8.14M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
166+ 13.31% |
$128K - $159K
|
1.41K
$1.12M
|
|
|
Nov 04, 2024
Q3 2024
|
Sharp Financial Services, LLC
Horsham, PA |
BUY
|
- |
16+ 5.16% |
$12.4K - $15.4K
|
326
$259K
|
|
|
Nov 04, 2024
Q3 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
8+ 5.37% |
$6.18K - $7.68K
|
157
$125K
|
|
|
Nov 04, 2024
Q3 2024
|
Mv Capital Management, Inc.
|
BUY
|
- |
12+ 0.53% |
$9.27K - $11.5K
|
2.3K
$1.82M
|
|
|
Nov 04, 2024
Q3 2024
|
State Of Michigan Retirement System
|
BUY
|
- |
9.2K+ 3.32% |
$7.1M - $8.83M
|
286K
$227M
|
|
|
Nov 04, 2024
Q3 2024
|
High Point Advisor Group LLC
Downers Grove, IL |
SELL
|
- |
-1.02K- 4.84% |
$787K - $978K
|
20K
$15.9M
|
|
|
Nov 04, 2024
Q3 2024
|
Disciplina Capital Management LLC
Nashville, TN |
SELL
|
- |
-678- 98.55% |
$524K - $651K
|
10
$7.94K
|
|
|
Nov 04, 2024
Q3 2024
|
New Square Capital LLC
|
BUY
|
- |
464+ 9.7% |
$358K - $445K
|
5.25K
$4.17M
|
|
|
Nov 04, 2024
Q3 2024
|
Nbw Capital LLC
|
SELL
|
- |
-21- 2.69% |
$16.2K - $20.2K
|
761
$604K
|
|
|
Nov 04, 2024
Q3 2024
|
Jackson Creek Investment Advisors LLC
|
SELL
|
- |
-110- 15.94% |
$84.9K - $106K
|
580
$461K
|
|
|
Nov 04, 2024
Q3 2024
|
Bordeaux Wealth Advisors LLC
|
BUY
|
- |
377+ 55.69% |
$291K - $362K
|
1.05K
$837K
|
|
|
Nov 04, 2024
Q3 2024
|
Stockman Wealth Management, Inc.
|
SELL
|
- |
-705- 29.77% |
$544K - $677K
|
1.66K
$1.32M
|
|
|
Nov 04, 2024
Q3 2024
|
Illinois Municipal Retirement Fund
|
BUY
|
- |
3.05K+ 4.6% |
$2.36M - $2.93M
|
69.4K
$55.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Vaughan David Investments LLC
Peoria, IL |
BUY
|
- |
151+ 7.34% |
$117K - $145K
|
2.21K
$1.75M
|
|
|
Nov 04, 2024
Q3 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
16+ 1.37% |
$12.4K - $15.4K
|
1.18K
$937K
|
|
|
Nov 04, 2024
Q3 2024
|
Mitchell Mcleod Pugh & Williams Inc
|
SELL
|
- |
-190- 2.88% |
$147K - $182K
|
6.4K
$5.08M
|
|
|
Nov 04, 2024
Q3 2024
|
Vera Bank, N.A.
|
SELL
|
- |
-3- 0.08% |
$2.32K - $2.88K
|
3.67K
$2.91M
|
|
|
Nov 04, 2024
Q3 2024
|
Crossmark Global Holdings, Inc.
|
SELL
|
- |
-993- 2.68% |
$767K - $953K
|
36.1K
$28.7M
|
|
|
Nov 04, 2024
Q3 2024
|
Sky Oak Wealth, LLC
|
SELL
|
- |
-513- 2.57% |
$396K - $492K
|
19.5K
$15.5M
|
|
|
Nov 04, 2024
Q3 2024
|
Parsons Capital Management Inc
|
SELL
|
- |
-1.22K- 4.62% |
$944K - $1.17M
|
25.2K
$20M
|
|
|
Nov 04, 2024
Q3 2024
|
Copperwynd Financial, LLC
|
BUY
|
- |
40+ 1.01% |
$30.9K - $38.4K
|
4.02K
$3.19M
|
|
|
Nov 04, 2024
Q3 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
442+ 2.19% |
$341K - $424K
|
20.6K
$16.4M
|
|
|
Nov 04, 2024
Q3 2024
|
Kaizen Financial Strategies
|
BUY
|
- |
629+ 154.17% |
$486K - $604K
|
1.04K
$824K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
11.5K+ 27.72% |
$8.88M - $11M
|
53K
$42.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-2.55K- 1.86% |
$1.97M - $2.45M
|
135K
$107M
|
|
|
Nov 04, 2024
Q3 2024
|
Aquire Wealth Advisors, LLC
|
BUY
|
- |
585New |
$452K - $562K
|
585
$465K
|
|
|
Nov 04, 2024
Q3 2024
|
Flynn Zito Capital Management, LLC
|
BUY
|
- |
6+ 1.78% |
$4.63K - $5.76K
|
344
$273K
|
|
|
Nov 04, 2024
Q3 2024
|
Warwick Investment Management, Inc.
|
BUY
|
- |
8+ 1.48% |
$6.18K - $7.68K
|
547
$434K
|
|
|
Nov 04, 2024
Q3 2024
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
BUY
|
- |
2.67K+ 26.61% |
$2.06M - $2.56M
|
12.7K
$10.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Great Lakes Advisors, LLC
Chicago, IL |
SELL
|
- |
-350- 1.05% |
$270K - $336K
|
32.9K
$26.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
200+ 10.13% |
$154K - $192K
|
2.17K
$1.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
SELL
|
- |
-234- 2.13% |
$181K - $225K
|
10.7K
$8.53M
|
|
|
Nov 04, 2024
Q3 2024
|
Advisor Os, LLC
|
BUY
|
- |
413+ 8.81% |
$319K - $396K
|
5.1K
$4.05M
|
|
|
Nov 04, 2024
Q3 2024
|
Facet Wealth, Inc.
|
BUY
|
- |
161+ 6.52% |
$124K - $155K
|
2.63K
$2.09M
|
|
|
Nov 04, 2024
Q3 2024
|
Osprey Private Wealth LLC
New York, NY |
BUY
|
- |
425New |
$328K - $408K
|
425
$338K
|
|
|
Nov 04, 2024
Q3 2024
|
Carnegie Lake Advisors LLC
Princeton, NJ |
BUY
|
- |
371New |
$286K - $356K
|
371
$295K
|