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 02, 2025
Q1 2025
|
Summit Wealth Group, LLC
White River Junction, VT |
BUY
|
- |
2+ 0.57% |
$1.45K - $1.86K
|
350
$275K
|
|
|
May 02, 2025
Q1 2025
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
200+ 38.31% |
$145K - $186K
|
722
$568K
|
|
|
May 02, 2025
Q1 2025
|
Kaye Capital Management
El Segundo, CA |
BUY
|
- |
1+ 0.14% |
$726 - $930
|
696
$548K
|
|
|
May 02, 2025
Q1 2025
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
SELL
|
- |
-147- 9.01% |
$107K - $137K
|
1.49K
$1.17M
|
|
|
May 02, 2025
Q1 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
271+ 4.99% |
$197K - $252K
|
5.71K
$4.49M
|
|
|
May 02, 2025
Q1 2025
|
Kornitzer Capital Management Inc
|
SELL
|
- |
-5.96K- 4.67% |
$4.32M - $5.54M
|
122K
$95.7M
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
828+ 5.39% |
$601K - $770K
|
16.2K
$12.7M
|
|
|
May 02, 2025
Q1 2025
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
731+ 0.72% |
$531K - $680K
|
103K
$80.9M
|
|
|
May 02, 2025
Q1 2025
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
181+ 4.65% |
$131K - $168K
|
4.07K
$3.2M
|
|
|
May 02, 2025
Q1 2025
|
Parcion Private Wealth LLC
Bellevue, WA |
BUY
|
- |
267+ 22.86% |
$194K - $248K
|
1.44K
$1.13M
|
|
|
May 02, 2025
Q1 2025
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-1.18K- 10.3% |
$853K - $1.09M
|
10.2K
$8.06M
|
|
|
May 02, 2025
Q1 2025
|
Decision Point Financial, LLC
Mesa, AZ |
BUY
|
- |
5+ 31.25% |
$3.63K - $4.65K
|
21
$16.5K
|
|
|
May 02, 2025
Q1 2025
|
Concord Asset Management, Llc/Va
Abingdon, VA |
SELL
|
- |
-1.88K- 38.21% |
$1.36M - $1.75M
|
3.04K
$2.39M
|
|
|
May 02, 2025
Q1 2025
|
Winslow Asset Management Inc
|
SELL
|
- |
-970- 2.94% |
$704K - $902K
|
32.1K
$25.2M
|
|
|
May 02, 2025
Q1 2025
|
Victory Capital Management Inc
|
SELL
|
- |
-21.7K- 3.2% |
$15.7M - $20.2M
|
656K
$516M
|
|
|
May 02, 2025
Q1 2025
|
Bip Wealth, LLC
Atlanta, GA |
SELL
|
- |
-131- 11.53% |
$95.1K - $122K
|
1.01K
$791K
|
|
|
May 02, 2025
Q1 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
26+ 19.26% |
$18.9K - $24.2K
|
161
$127K
|
|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
3+ 3.66% |
$2.18K - $2.79K
|
85
$66.9K
|
|
|
May 02, 2025
Q1 2025
|
Tributary Capital Management, LLC
|
SELL
|
- |
-170- 12.78% |
$123K - $158K
|
1.16K
$913K
|
|
|
May 02, 2025
Q1 2025
|
Trust Investment Advisors
|
BUY
|
- |
672+ 3.14% |
$488K - $625K
|
22.1K
$17.4M
|
|
|
May 02, 2025
Q1 2025
|
Archvest Wealth Advisors, Inc.
|
BUY
|
- |
28+ 1.33% |
$20.3K - $26K
|
2.13K
$1.68M
|
|
|
May 02, 2025
Q1 2025
|
Woodward Diversified Capital, LLC
|
BUY
|
- |
257New |
$187K - $239K
|
257
$202K
|
|
|
May 02, 2025
Q1 2025
|
Allen Capital Group, LLC
|
BUY
|
- |
170+ 12.14% |
$123K - $158K
|
1.57K
$1.24M
|
|
|
May 02, 2025
Q1 2025
|
Parthenon LLC
|
SELL
|
- |
-310- 5.79% |
$225K - $288K
|
5.04K
$3.97M
|
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
3.91KNew |
$2.83M - $3.63M
|
3.91K
$3.07M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
280New |
$203K - $260K
|
280
$220K
|
|
|
May 02, 2025
Q1 2025
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
246New |
$179K - $229K
|
246
$194K
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
17+ 1.33% |
$12.3K - $15.8K
|
1.3K
$1.02M
|
|
|
May 02, 2025
Q1 2025
|
Bip Alliance, LLC
Atlanta, GA |
BUY
|
- |
59+ 15.21% |
$42.8K - $54.9K
|
447
$352K
|
|
|
May 02, 2025
Q1 2025
|
Welch & Forbes LLC
|
BUY
|
- |
1.56K+ 1.06% |
$1.13M - $1.45M
|
149K
$117M
|
|
|
May 02, 2025
Q1 2025
|
Grandfield & Dodd, LLC
|
SELL
|
- |
-146- 5.46% |
$106K - $136K
|
2.53K
$1.99M
|
|
|
May 02, 2025
Q1 2025
|
James Investment Research Inc
|
SELL
|
- |
-68- 0.59% |
$49.3K - $63.2K
|
11.5K
$9.04M
|
|
|
May 02, 2025
Q1 2025
|
Mechanics Financial Corp
|
SELL
|
- |
-35- 2.26% |
$25.4K - $32.5K
|
1.51K
$1.19M
|
|
|
May 02, 2025
Q1 2025
|
Wsfs Capital Management, LLC
Philadelphia, PA |
SELL
|
- |
-448- 7.96% |
$325K - $417K
|
5.18K
$4.08M
|
|
|
May 02, 2025
Q1 2025
|
Altman Advisors, Inc.
Chicago, IL |
BUY
|
- |
1.05K+ 154.96% |
$759K - $972K
|
1.72K
$1.35M
|
|
|
May 02, 2025
Q1 2025
|
Cable Hill Partners, LLC
Portland, OR |
SELL
|
- |
-187- 1.86% |
$136K - $174K
|
9.89K
$7.78M
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-101- 2.73% |
$73.3K - $93.9K
|
3.61K
$2.84M
|
|
|
May 02, 2025
Q1 2025
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-4- 0.13% |
$2.9K - $3.72K
|
3.17K
$2.5M
|
|
|
May 02, 2025
Q1 2025
|
Litman Gregory Wealth Management LLC
|
BUY
|
- |
250New |
$181K - $232K
|
250
$197K
|
|
|
May 02, 2025
Q1 2025
|
Graypoint LLC
|
BUY
|
- |
388+ 4.46% |
$282K - $361K
|
9.09K
$7.15M
|
|
|
May 02, 2025
Q1 2025
|
Hudock, Inc.
|
BUY
|
- |
88+ 2.89% |
$63.9K - $81.8K
|
3.13K
$2.47M
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.41K+ 19.68% |
$1.02M - $1.31M
|
8.58K
$6.75M
|
|
|
May 02, 2025
Q1 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
30+ 0.75% |
$21.8K - $27.9K
|
4.04K
$3.18M
|
|
|
May 02, 2025
Q1 2025
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
BUY
|
- |
259+ 30.76% |
$188K - $241K
|
1.1K
$866K
|
|
|
May 02, 2025
Q1 2025
|
Fortress Wealth Group, LLC
Orlando, FL |
SELL
|
- |
-76- 3.76% |
$55.2K - $70.7K
|
1.95K
$1.53M
|
|
|
May 02, 2025
Q1 2025
|
Burns Matteson Capital Management, LLC
Corning, NY |
SELL
|
- |
-467- 34.49% |
$339K - $434K
|
887
$698K
|
|
|
May 02, 2025
Q1 2025
|
Napatree Capital LLC
Westerly, RI |
BUY
|
- |
274New |
$199K - $255K
|
274
$216K
|
|
|
May 02, 2025
Q1 2025
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
BUY
|
- |
1.25K+ 48.19% |
$908K - $1.16M
|
3.85K
$3.03M
|
|
|
May 02, 2025
Q1 2025
|
Montis Financial, LLC
|
SELL
|
- |
-30- 3.99% |
$21.8K - $27.9K
|
721
$567K
|
|
|
May 02, 2025
Q1 2025
|
Members Trust CO
|
BUY
|
- |
183+ 42.86% |
$133K - $170K
|
610
$480K
|