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 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
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
234+ 10.11% |
$170K - $218K
|
2.55K
$2.01M
|
|
|
May 08, 2025
Q1 2025
|
North Star Asset Management Inc
|
SELL
|
- |
-343- 2.09% |
$249K - $319K
|
16.1K
$12.7M
|
|
|
May 08, 2025
Q1 2025
|
Profund Advisors LLC
|
SELL
|
- |
-983- 7.73% |
$713K - $914K
|
11.7K
$9.23M
|
|
|
May 08, 2025
Q1 2025
|
Pro Share Advisors LLC
|
BUY
|
- |
2.39K+ 1.89% |
$1.73M - $2.22M
|
129K
$102M
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-39- 2.16% |
$28.3K - $36.3K
|
1.76K
$1.39M
|
|
|
May 08, 2025
Q1 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-6.33K- 44.88% |
$4.6M - $5.89M
|
7.78K
$6.12M
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
299+ 2.3% |
$217K - $278K
|
13.3K
$10.5M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-38.8K- 88.21% |
$28.1M - $36.1M
|
5.18K
$4.08M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-364- 2.75% |
$264K - $338K
|
12.9K
$10.1M
|
|
|
May 08, 2025
Q1 2025
|
New York Life Investment Management LLC
New York, NY |
SELL
|
- |
-462- 0.43% |
$335K - $430K
|
106K
$83.6M
|
|
|
May 08, 2025
Q1 2025
|
Essential Planning, Llc.
Portsmouth, NH |
SELL
|
- |
-705K- 98.46% |
$512M - $656M
|
11K
$8.67M
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
12+ 2.96% |
$8.71K - $11.2K
|
417
$328K
|
|
|
May 08, 2025
Q1 2025
|
Waterway Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
110+ 24.61% |
$79.8K - $102K
|
557
$438K
|
|
|
May 08, 2025
Q1 2025
|
Rfg Bristol Wealth Advisors, LLC
Taunton, MA |
BUY
|
- |
374+ 13.94% |
$271K - $348K
|
3.06K
$2.41M
|
|
|
May 08, 2025
Q1 2025
|
Kagan Cocozza Asset Management
Mickleton, NJ |
SELL
|
- |
-112- 4.07% |
$81.3K - $104K
|
2.64K
$2.08M
|
|
|
May 08, 2025
Q1 2025
|
Chesapeake Wealth Management
|
SELL
|
- |
-113- 3.47% |
$82K - $105K
|
3.14K
$2.47M
|
|
|
May 08, 2025
Q1 2025
|
Legacy Bridge, LLC
|
BUY
|
- |
75+ 2.21% |
$54.4K - $69.7K
|
3.46K
$2.73M
|
|
|
May 08, 2025
Q1 2025
|
Aldebaran Financial Inc.
|
SELL
|
- |
-10- 0.79% |
$7.26K - $9.3K
|
1.25K
$985K
|
|
|
May 08, 2025
Q1 2025
|
Wrapmanager Inc
|
BUY
|
- |
141+ 4.74% |
$102K - $131K
|
3.12K
$2.45M
|
|
|
May 08, 2025
Q1 2025
|
One Charles Private Wealth Services, LLC
|
SELL
|
- |
-39- 8.72% |
$28.3K - $36.3K
|
408
$321K
|
|
|
May 08, 2025
Q1 2025
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-135- 0.28% |
$98K - $126K
|
47.5K
$37.4M
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-1.34K- 3.29% |
$975K - $1.25M
|
39.5K
$31.1M
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
83+ 5.61% |
$60.2K - $77.2K
|
1.56K
$1.23M
|
|
|
May 08, 2025
Q1 2025
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
7+ 0.25% |
$5.08K - $6.51K
|
2.83K
$2.22M
|
|
|
May 08, 2025
Q1 2025
|
Williamson Legacy Group, LLC
Carmel, IN |
SELL
|
- |
-54.5K- 96.25% |
$39.5M - $50.6M
|
2.12K
$1.67M
|
|
|
May 08, 2025
Q1 2025
|
Aspiring Ventures, LLC
Cincinnati, OH |
BUY
|
- |
3+ 0.85% |
$2.18K - $2.79K
|
354
$279K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-1.24K- 2.4% |
$897K - $1.15M
|
50.2K
$39.5M
|
|
|
May 08, 2025
Q1 2025
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-275- 8.4% |
$200K - $256K
|
3K
$2.36M
|
|
|
May 08, 2025
Q1 2025
|
Bristol Gate Capital Partners Inc.
Toronto, A6 |
BUY
|
- |
118KNew |
$85.8M - $110M
|
118K
$93.1M
|
|
|
May 08, 2025
Q1 2025
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
1+ 0.02% |
$726 - $930
|
4.7K
$3.7M
|
|
|
May 08, 2025
Q1 2025
|
Gs Investments, Inc.
|
BUY
|
- |
2.88KNew |
$2.09M - $2.67M
|
2.88K
$2.26M
|
|
|
May 08, 2025
Q1 2025
|
Foster & Motley Inc
Cincinnati, OH |
SELL
|
- |
-666- 42.8% |
$483K - $619K
|
890
$700K
|
|
|
May 08, 2025
Q1 2025
|
Private Advisory Group LLC
Redmond, WA |
BUY
|
- |
2.89K+ 8.91% |
$2.09M - $2.68M
|
35.3K
$27.8M
|
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
1.49K+ 197.35% |
$1.08M - $1.39M
|
2.25K
$1.77M
|
|
|
May 08, 2025
Q1 2025
|
Natixis Advisors, L.P.
Boston, MA |
BUY
|
- |
85K+ 15.15% |
$61.7M - $79M
|
646K
$508M
|
|
|
May 08, 2025
Q1 2025
|
Nicolet Advisory Services, LLC
Green Bay, WI |
BUY
|
- |
527+ 16.03% |
$382K - $490K
|
3.81K
$3M
|
|
|
May 08, 2025
Q1 2025
|
Momentous Wealth Management, Inc.
Vancouver, WA |
BUY
|
- |
272New |
$197K - $253K
|
272
$214K
|
|
|
May 08, 2025
Q1 2025
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-220- 0.75% |
$160K - $205K
|
29.2K
$23M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
8.58K+ 54.61% |
$6.23M - $7.98M
|
24.3K
$19.1M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
5.24KNew |
$3.8M - $4.87M
|
5.24K
$4.13M
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
17+ 3.51% |
$12.3K - $15.8K
|
502
$395K
|
|
|
May 08, 2025
Q1 2025
|
Elios Financial Group Inc.
Westlake, OH |
BUY
|
- |
8+ 1.63% |
$5.81K - $7.44K
|
498
$392K
|
|
|
May 08, 2025
Q1 2025
|
Shufro Rose & CO LLC
|
SELL
|
- |
-600- 1.31% |
$435K - $558K
|
45.1K
$35.5M
|
|
|
May 08, 2025
Q1 2025
|
Davis R M Inc
Portland, ME |
BUY
|
- |
5.63K+ 12.71% |
$4.09M - $5.24M
|
50K
$39.3M
|
|
|
May 08, 2025
Q1 2025
|
Menard Financial Group LLC
Houston, TX |
BUY
|
- |
71+ 8.77% |
$51.5K - $66K
|
881
$693K
|
|
|
May 08, 2025
Q1 2025
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
113+ 2.66% |
$82K - $105K
|
4.36K
$3.43M
|
|
|
May 08, 2025
Q1 2025
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
SELL
|
- |
-32- 2.36% |
$23.2K - $29.8K
|
1.33K
$1.04M
|
|
|
May 08, 2025
Q1 2025
|
Invictus Private Wealth, LLC
Denver, CO |
SELL
|
- |
-91- 25.56% |
$66K - $84.6K
|
265
$209K
|