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 06, 2025
Q1 2025
|
Dempze Nancy E
|
BUY
|
- |
244+ 11.46% |
$177K - $227K
|
2.37K
$1.87M
|
|
|
May 06, 2025
Q1 2025
|
Notis Mc Conarty Edward
|
BUY
|
- |
288New |
$209K - $268K
|
288
$227K
|
|
|
May 06, 2025
Q1 2025
|
Wespac Advisors So Cal, LLC
|
SELL
|
- |
-1.04K- 55.65% |
$751K - $962K
|
825
$649K
|
|
|
May 06, 2025
Q1 2025
|
Hendershot Investments Inc.
|
BUY
|
- |
228+ 9.01% |
$165K - $212K
|
2.76K
$2.17M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.56K- 6.79% |
$3.31M - $4.24M
|
62.6K
$49.3M
|
|
|
May 06, 2025
Q1 2025
|
Convergence Investment Partners, LLC
|
SELL
|
- |
-242- 20.83% |
$176K - $225K
|
920
$724K
|
|
|
May 06, 2025
Q1 2025
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
752+ 65.68% |
$546K - $699K
|
1.9K
$1.49M
|
|
|
May 06, 2025
Q1 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
5+ 20.0% |
$3.63K - $4.65K
|
30
$23.6K
|
|
|
May 06, 2025
Q1 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
BUY
|
- |
75+ 0.42% |
$54.4K - $69.7K
|
18K
$14.1M
|
|
|
May 06, 2025
Q1 2025
|
Abel Hall, LLC
Baton Rouge, LA |
SELL
|
- |
-82- 8.44% |
$59.5K - $76.2K
|
890
$700K
|
|
|
May 06, 2025
Q1 2025
|
Elm3 Financial Group, LLC
Alpharetta, GA |
SELL
|
- |
-478- 6.93% |
$347K - $444K
|
6.42K
$5.05M
|
|
|
May 06, 2025
Q1 2025
|
City National Bank Of Florida /Msd
Miami, FL |
BUY
|
- |
103+ 12.7% |
$74.7K - $95.8K
|
914
$719K
|
|
|
May 06, 2025
Q1 2025
|
Goepper Burkhardt LLC
|
BUY
|
- |
23+ 7.32% |
$16.7K - $21.4K
|
337
$265K
|
|
|
May 06, 2025
Q1 2025
|
W.G. Shaheen & Associates Dba Whitney & CO
|
BUY
|
- |
8.72KNew |
$6.33M - $8.11M
|
8.72K
$6.86M
|
|
|
May 06, 2025
Q1 2025
|
Brooktree Capital Management
|
SELL
|
- |
-1.72K- 41.12% |
$1.25M - $1.6M
|
2.46K
$1.94M
|
|
|
May 06, 2025
Q1 2025
|
Burney CO
Reston, VA |
SELL
|
- |
-1.55K- 4.88% |
$1.12M - $1.44M
|
30.1K
$23.7M
|
|
|
May 06, 2025
Q1 2025
|
Delaney Dennis R
Boston, MA |
BUY
|
- |
1.37KNew |
$997K - $1.28M
|
1.37K
$1.08M
|
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-663- 3.64% |
$481K - $616K
|
17.5K
$13.8M
|
|
|
May 06, 2025
Q1 2025
|
Boyd Watterson Asset Management LLC
|
SELL
|
- |
-758- 6.6% |
$550K - $705K
|
10.7K
$8.44M
|
|
|
May 06, 2025
Q1 2025
|
J. W. Coons Advisors, LLC
|
SELL
|
- |
-101- 4.77% |
$73.3K - $93.9K
|
2.02K
$1.59M
|
|
|
May 06, 2025
Q1 2025
|
Goodwin Investment Advisory
Woodstock, GA |
BUY
|
- |
386+ 146.77% |
$280K - $359K
|
649
$511K
|
|
|
May 06, 2025
Q1 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
67New |
$48.6K - $62.3K
|
67
$52.7K
|
|
|
May 06, 2025
Q1 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
17+ 3.75% |
$12.3K - $15.8K
|
470
$370K
|
|
|
May 06, 2025
Q1 2025
|
M1 Capital Management LLC
Bloomfield Hills, MI |
BUY
|
- |
381New |
$276K - $354K
|
381
$300K
|
|
|
May 06, 2025
Q1 2025
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
917+ 10.84% |
$665K - $853K
|
9.38K
$7.38M
|
|
|
May 06, 2025
Q1 2025
|
Bg Investment Services, Inc.
|
BUY
|
- |
268New |
$194K - $249K
|
268
$211K
|
|
|
May 06, 2025
Q1 2025
|
Dorsey Wright & Associates
|
SELL
|
- |
-16.1K- 97.18% |
$11.7M - $15M
|
468
$368K
|
|
|
May 06, 2025
Q1 2025
|
Ninepoint Partners LP
|
SELL
|
- |
-90- 7.63% |
$65.3K - $83.7K
|
1.09K
$857K
|
|
|
May 06, 2025
Q1 2025
|
Guild Investment Management, Inc.
|
SELL
|
- |
-286- 8.11% |
$208K - $266K
|
3.24K
$2.55M
|
|
|
May 06, 2025
Q1 2025
|
Advisor Os, LLC
|
BUY
|
- |
18+ 0.34% |
$13.1K - $16.7K
|
5.36K
$4.22M
|
|
|
May 06, 2025
Q1 2025
|
Holistic Financial Partners
|
BUY
|
- |
1.1K+ 1.62% |
$798K - $1.02M
|
68.8K
$54.2M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
57+ 0.11% |
$41.4K - $53K
|
53.4K
$42M
|
|
|
May 06, 2025
Q1 2025
|
Wilkins Investment Counsel Inc
|
SELL
|
- |
-460- 12.61% |
$334K - $428K
|
3.19K
$2.51M
|
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-837- 15.44% |
$607K - $778K
|
4.59K
$3.61M
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
21+ 6.65% |
$15.2K - $19.5K
|
337
$265K
|
|
|
May 06, 2025
Q1 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
1.04K+ 32.15% |
$756K - $969K
|
4.28K
$3.37M
|
|
|
May 06, 2025
Q1 2025
|
Machina Capital S.A.S.
Paris, I0 |
SELL
|
- |
-553- 23.46% |
$401K - $514K
|
1.8K
$1.42M
|
|
|
May 06, 2025
Q1 2025
|
Mendel Money Management
Northbrook, IL |
SELL
|
- |
-1- 0.05% |
$726 - $930
|
1.85K
$1.46M
|
|
|
May 06, 2025
Q1 2025
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
SELL
|
- |
-9- 0.45% |
$6.53K - $8.37K
|
2.01K
$1.58M
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
316New |
$229K - $294K
|
316
$249K
|
|
|
May 06, 2025
Q1 2025
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
BUY
|
- |
16+ 0.5% |
$11.6K - $14.9K
|
3.21K
$2.52M
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
143+ 7.01% |
$104K - $133K
|
2.18K
$1.72M
|
|
|
May 06, 2025
Q1 2025
|
Noesis Capital Mangement Corp
|
BUY
|
- |
101+ 32.79% |
$73.3K - $93.9K
|
409
$322K
|
|
|
May 06, 2025
Q1 2025
|
Guardian Wealth Management, Inc.
Peoria, IL |
BUY
|
- |
39+ 0.52% |
$28.3K - $36.3K
|
7.56K
$5.95M
|
|
|
May 06, 2025
Q1 2025
|
John G Ullman & Associates Inc
|
SELL
|
- |
-51- 1.74% |
$37K - $47.4K
|
2.88K
$2.27M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.98K+ 9.72% |
$3.62M - $4.63M
|
56.3K
$44.3M
|
|
|
May 06, 2025
Q1 2025
|
Gilbert & Cook, Inc.
|
BUY
|
- |
40+ 2.29% |
$29K - $37.2K
|
1.78K
$1.4M
|
|
|
May 06, 2025
Q1 2025
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
141+ 5.13% |
$102K - $131K
|
2.89K
$2.27M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
13.7K+ 5.89% |
$9.93M - $12.7M
|
246K
$194M
|
|
|
May 06, 2025
Q1 2025
|
Pacer Advisors, Inc.
Malvern, PA |
SELL
|
- |
-22.5K- 35.84% |
$16.3M - $20.9M
|
40.2K
$31.7M
|