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 |
|---|---|---|---|---|---|---|---|
|
Apr 25, 2025
Q1 2025
|
Monument Capital Management
|
SELL
|
- |
-21- 0.77% |
$15.2K - $19.5K
|
2.7K
$2.16M
|
|
|
Apr 25, 2025
Q1 2025
|
Eads & Heald Wealth Management
|
SELL
|
- |
-38- 3.42% |
$27.6K - $35.3K
|
1.07K
$857K
|
|
|
Apr 25, 2025
Q1 2025
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
630+ 91.04% |
$457K - $586K
|
1.32K
$1.06M
|
|
|
Apr 25, 2025
Q1 2025
|
Wise Wealth Partners
Phoenix, AZ |
BUY
|
- |
1+ 0.22% |
$726 - $930
|
450
$360K
|
|
|
Apr 25, 2025
Q1 2025
|
Northwest Wealth Management, LLC
|
BUY
|
- |
40+ 3.38% |
$29K - $37.2K
|
1.22K
$978K
|
|
|
Apr 25, 2025
Q1 2025
|
Cairn Investment Group, Inc.
|
SELL
|
- |
-50- 1.65% |
$36.3K - $46.5K
|
2.99K
$2.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Jacobsen Capital Management
|
BUY
|
- |
65+ 5.06% |
$47.2K - $60.4K
|
1.35K
$1.08M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-4.28K- 36.42% |
$3.11M - $3.98M
|
7.48K
$5.98M
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
381+ 44.41% |
$276K - $354K
|
1.24K
$990K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
5+ 0.25% |
$3.63K - $4.65K
|
1.97K
$1.57M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust CO
|
SELL
|
- |
-772- 4.0% |
$560K - $718K
|
18.5K
$14.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Argent Advisors, Inc.
Monroe, LA |
BUY
|
- |
284+ 7.17% |
$206K - $264K
|
4.25K
$3.39M
|
|
|
Apr 25, 2025
Q1 2025
|
Nabity Jensen Investment Management Inc
Omaha, NE |
BUY
|
- |
22+ 1.61% |
$16K - $20.5K
|
1.39K
$1.11M
|
|
|
Apr 25, 2025
Q1 2025
|
Nicholson Meyer Capital Management, Inc.
Kansas City, MO |
BUY
|
- |
2.48KNew |
$1.8M - $2.3M
|
2.48K
$1.98M
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
16+ 0.35% |
$11.6K - $14.9K
|
4.59K
$3.67M
|
|
|
Apr 25, 2025
Q1 2025
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
6+ 0.53% |
$4.35K - $5.58K
|
1.13K
$903K
|
|
|
Apr 25, 2025
Q1 2025
|
Red Cedar Investment Management, LLC
|
SELL
|
- |
-135- 1.29% |
$98K - $126K
|
10.3K
$8.26M
|
|
|
Apr 25, 2025
Q1 2025
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
SELL
|
- |
-109- 22.71% |
$79.1K - $101K
|
371
$297K
|
|
|
Apr 25, 2025
Q1 2025
|
Morgan Rosel Wealth Management, LLC
|
BUY
|
- |
21New |
$15.2K - $19.5K
|
21
$16.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
SELL
|
- |
-2.4K- 13.73% |
$1.74M - $2.23M
|
15.1K
$12M
|
|
|
Apr 25, 2025
Q1 2025
|
Cmg Global Holdings, LLC
|
SELL
|
- |
-102- 2.66% |
$74K - $94.8K
|
3.73K
$2.98M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Door Wealth Management, LLC
|
BUY
|
- |
84+ 4.09% |
$61K - $78.1K
|
2.14K
$1.71M
|
|
|
Apr 25, 2025
Q1 2025
|
G&S Capital LLC
|
BUY
|
- |
461New |
$335K - $429K
|
461
$368K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-111- 62.71% |
$80.6K - $103K
|
66
$52.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
BUY
|
- |
224+ 11.31% |
$163K - $208K
|
2.2K
$1.76M
|
|
|
Apr 25, 2025
Q1 2025
|
J.Safra Asset Management Corp
|
SELL
|
- |
-130- 9.53% |
$94.3K - $121K
|
1.23K
$986K
|
|
|
Apr 25, 2025
Q1 2025
|
Benchmark Financial Wealth Advisors, LLC
|
BUY
|
- |
27+ 3.15% |
$19.6K - $25.1K
|
885
$707K
|
|
|
Apr 25, 2025
Q1 2025
|
Cypress Capital, LLC
|
SELL
|
- |
-73- 12.54% |
$53K - $67.9K
|
509
$407K
|
|
|
Apr 25, 2025
Q1 2025
|
Deseret Mutual Benefit Administrators
|
SELL
|
- |
-200- 6.44% |
$145K - $186K
|
2.91K
$2.32M
|
|
|
Apr 25, 2025
Q1 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
165New |
$120K - $153K
|
165
$132K
|
|
|
Apr 25, 2025
Q1 2025
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
1.56K+ 1131.88% |
$1.13M - $1.45M
|
1.7K
$1.36M
|
|
|
Apr 25, 2025
Q1 2025
|
Red Jay Asset Management Inc.
Toronto, A6 |
BUY
|
- |
3KNew |
$2.18M - $2.79M
|
3K
$2.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
23+ 0.54% |
$16.7K - $21.4K
|
4.28K
$3.42M
|
|
|
Apr 25, 2025
Q1 2025
|
Saxon Interests, Inc.
|
BUY
|
- |
161+ 44.23% |
$117K - $150K
|
525
$420K
|
|
|
Apr 25, 2025
Q1 2025
|
Riverstone Advisors, LLC
|
SELL
|
- |
-400- 29.52% |
$290K - $372K
|
955
$763K
|
|
|
Apr 25, 2025
Q1 2025
|
Smith, Salley & Associates
|
BUY
|
- |
29+ 1.81% |
$21K - $27K
|
1.63K
$1.31M
|
|
|
Apr 25, 2025
Q1 2025
|
Richardson Capital Management LLC
Menomonee Falls, WI |
BUY
|
- |
1New |
$726 - $930
|
1
$799
|
|
|
Apr 25, 2025
Q1 2025
|
Dsg Capital Advisors, LLC
Edina, MN |
BUY
|
- |
32+ 0.11% |
$23.2K - $29.8K
|
29.3K
$23.4M
|
|
|
Apr 25, 2025
Q1 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
419New |
$304K - $390K
|
419
$335K
|
|
|
Apr 25, 2025
Q1 2025
|
Hixon Zuercher, LLC
|
BUY
|
- |
12+ 0.68% |
$8.71K - $11.2K
|
1.79K
$1.43M
|
|
|
Apr 25, 2025
Q1 2025
|
Alta Advisers LTD
|
BUY
|
- |
1.5K+ 57.27% |
$1.09M - $1.39M
|
4.12K
$3.29M
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-22- 2.64% |
$16K - $20.5K
|
812
$649K
|
|
|
Apr 25, 2025
Q1 2025
|
Sage Advisors, LLC
Boulder, CO |
BUY
|
- |
456+ 2.5% |
$331K - $424K
|
18.7K
$15M
|
|
|
Apr 25, 2025
Q1 2025
|
West Bancorporation Inc
|
BUY
|
- |
196+ 53.12% |
$142K - $182K
|
565
$452K
|
|
|
Apr 25, 2025
Q1 2025
|
Jnba Financial Advisors
|
SELL
|
- |
-56- 11.22% |
$40.6K - $52.1K
|
443
$354K
|
|
|
Apr 25, 2025
Q1 2025
|
Kampmann Melissa S.
Wausau, WI |
BUY
|
- |
40+ 0.47% |
$29K - $37.2K
|
8.51K
$6.8M
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
982+ 13.28% |
$713K - $913K
|
8.37K
$6.69M
|
|
|
Apr 25, 2025
Q1 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.09K+ 104.2% |
$792K - $1.02M
|
2.14K
$1.71M
|
|
|
Apr 25, 2025
Q1 2025
|
Blb&B Advisors, LLC
|
BUY
|
- |
42+ 1.44% |
$30.5K - $39K
|
2.96K
$2.37M
|
|
|
Apr 25, 2025
Q1 2025
|
Lincoln Capital Corp
|
BUY
|
- |
21+ 8.08% |
$15.2K - $19.5K
|
281
$225K
|