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 24, 2025
Q1 2025
|
Vista Investment Partners Ii, LLC
Richmond, IN |
BUY
|
- |
82+ 0.72% |
$59.5K - $76.2K
|
11.5K
$9.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
286+ 3.27% |
$208K - $266K
|
9.04K
$7.23M
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
BUY
|
- |
157+ 4.41% |
$114K - $146K
|
3.72K
$2.97M
|
|
|
Apr 24, 2025
Q1 2025
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
1.52K+ 17.3% |
$1.1M - $1.41M
|
10.3K
$8.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Fulcrum Asset Management LLP
London, X0 |
BUY
|
PUT |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 24, 2025
Q1 2025
|
Capitol Family Office, Inc.
|
SELL
|
- |
-736- 24.02% |
$534K - $684K
|
2.33K
$1.86M
|
|
|
Apr 24, 2025
Q1 2025
|
Overbrook Management Corp
New York, NY |
SELL
|
- |
-33- 0.35% |
$23.9K - $30.7K
|
9.45K
$7.55M
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.78K- 63.65% |
$1.29M - $1.66M
|
1.02K
$815K
|
|
|
Apr 24, 2025
Q1 2025
|
Cfm Wealth Partners LLC
|
BUY
|
- |
357+ 2.89% |
$259K - $332K
|
12.7K
$10.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
629+ 10.44% |
$456K - $585K
|
6.66K
$5.32M
|
|
|
Apr 24, 2025
Q1 2025
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
243New |
$176K - $226K
|
243
$194K
|
|
|
Apr 24, 2025
Q1 2025
|
K.J. Harrison & Partners Inc
|
SELL
|
- |
-2.06K- 24.15% |
$1.5M - $1.92M
|
6.48K
$5.18M
|
|
|
Apr 24, 2025
Q1 2025
|
Ocean Capital Management, LLC
|
BUY
|
- |
3+ 0.25% |
$2.18K - $2.79K
|
1.22K
$974K
|
|
|
Apr 24, 2025
Q1 2025
|
West End Advisors, LLC
|
BUY
|
- |
21+ 210.0% |
$15.2K - $19.5K
|
31
$24.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Financial Insights, Inc.
|
BUY
|
- |
603New |
$438K - $561K
|
603
$482K
|
|
|
Apr 24, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
460New |
$334K - $428K
|
460
$368K
|
|
|
Apr 24, 2025
Q1 2025
|
Capital Advisors Wealth Management, LLC
|
BUY
|
- |
28+ 7.16% |
$20.3K - $26K
|
419
$335K
|
|
|
Apr 24, 2025
Q1 2025
|
Wj Wealth Management, LLC
|
SELL
|
- |
-80- 7.33% |
$58.1K - $74.4K
|
1.01K
$809K
|
|
|
Apr 24, 2025
Q1 2025
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
527+ 23.07% |
$382K - $490K
|
2.81K
$2.25M
|
|
|
Apr 24, 2025
Q1 2025
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
355+ 53.46% |
$258K - $330K
|
1.02K
$815K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
187+ 3.39% |
$136K - $174K
|
5.7K
$4.56M
|
|
|
Apr 24, 2025
Q1 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
SELL
|
- |
-37- 1.53% |
$26.9K - $34.4K
|
2.39K
$1.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
BUY
|
- |
75+ 2.21% |
$54.4K - $69.7K
|
3.47K
$2.78M
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-1.03K- 36.92% |
$747K - $957K
|
1.76K
$1.41M
|
|
|
Apr 24, 2025
Q1 2025
|
Convergence Financial, LLC
Columbia, MO |
BUY
|
- |
323+ 8.84% |
$234K - $300K
|
3.98K
$3.18M
|
|
|
Apr 23, 2025
Q1 2025
|
Asset Management One Co., Ltd.
|
BUY
|
- |
23.9K+ 7.02% |
$17.3M - $22.2M
|
364K
$291M
|
|
|
Apr 23, 2025
Q1 2025
|
Ghp Investment Advisors, Inc.
Denver, CO |
SELL
|
- |
-108- 5.88% |
$78.4K - $100K
|
1.73K
$1.38M
|
|
|
Apr 23, 2025
Q1 2025
|
Petros Family Wealth, LLC
Bloomington, MN |
BUY
|
- |
48+ 15.43% |
$34.8K - $44.6K
|
359
$287K
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
SELL
|
- |
-670- 8.46% |
$486K - $623K
|
7.25K
$5.79M
|
|
|
Apr 23, 2025
Q1 2025
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-288- 0.07% |
$209K - $268K
|
419K
$335M
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
BUY
|
- |
40+ 0.42% |
$29K - $37.2K
|
9.65K
$7.71M
|
|
|
Apr 23, 2025
Q1 2025
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
28+ 2.39% |
$20.3K - $26K
|
1.2K
$960K
|
|
|
Apr 23, 2025
Q1 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
77+ 4.98% |
$55.9K - $71.6K
|
1.62K
$1.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-232- 2.37% |
$168K - $216K
|
9.54K
$7.62M
|
|
|
Apr 23, 2025
Q1 2025
|
Symmetry Partners, LLC
|
SELL
|
- |
-57- 2.83% |
$41.4K - $53K
|
1.96K
$1.57M
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-115- 0.91% |
$83.5K - $107K
|
12.5K
$10M
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-472- 2.42% |
$343K - $439K
|
19K
$15.2M
|
|
|
Apr 23, 2025
Q1 2025
|
Moran Wealth Management, LLC
Naples, FL |
BUY
|
- |
134+ 1.44% |
$97.2K - $125K
|
9.45K
$7.56M
|
|
|
Apr 23, 2025
Q1 2025
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
SELL
|
- |
-68- 2.26% |
$49.3K - $63.2K
|
2.94K
$2.35M
|
|
|
Apr 23, 2025
Q1 2025
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
318+ 25.24% |
$231K - $296K
|
1.58K
$1.26M
|
|
|
Apr 23, 2025
Q1 2025
|
Pb Mares Wealth Management LLC
|
BUY
|
- |
14+ 2.33% |
$10.2K - $13K
|
614
$491K
|
|
|
Apr 23, 2025
Q1 2025
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-65- 1.5% |
$47.2K - $60.4K
|
4.26K
$3.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Invesco, LLC
Des Plaines, IL |
SELL
|
- |
-457- 8.86% |
$332K - $425K
|
4.7K
$3.76M
|
|
|
Apr 23, 2025
Q1 2025
|
Proactive Wealth Strategies LLC
Marietta, GA |
BUY
|
- |
68+ 5.41% |
$49.3K - $63.2K
|
1.32K
$1.06M
|
|
|
Apr 23, 2025
Q1 2025
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-74- 2.87% |
$53.7K - $68.8K
|
2.51K
$2M
|
|
|
Apr 23, 2025
Q1 2025
|
Archford Capital Strategies, LLC
|
SELL
|
- |
-1.71K- 41.06% |
$1.24M - $1.59M
|
2.45K
$1.96M
|
|
|
Apr 23, 2025
Q1 2025
|
Field & Main Bank
|
BUY
|
- |
70+ 0.84% |
$50.8K - $65.1K
|
8.38K
$6.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Silver Lake Advisory, LLC
|
BUY
|
- |
2+ 0.13% |
$1.45K - $1.86K
|
1.6K
$1.28M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
2.12K+ 213.91% |
$1.54M - $1.97M
|
3.11K
$2.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Tabr Capital Management, LLC
Orange, CA |
BUY
|
- |
1+ 0.07% |
$726 - $930
|
1.43K
$1.14M
|